Simple forms in mail activities

Define editable and computed sections in mail activity descriptions

Technical Name:
mail_activity_form
Version:
13.0
License:
Author:
Hunki Enterprises BV
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Simple forms in mail activities

Beta License: AGPL-3 OCA/social Translate me on Weblate Try me on Runboat

This module allows you to provide some markup in the default_description field of mail.activity.type, which makes some portions of the note field of resulting mail.activity records editable and others computed.

With this, you can implement form based workflows where you have to fill in certain forms at certain times, and have to prove later what you filled in when as mail activities, while still being able to access the data filled in programmatically afterwards.

Table of contents

Usage

This module adds some attributes that can be used in the default_description field of mail.activity.type:

data-form-id
A name used to refer to the content of this node afterwards
data-form-type
One of 'float', 'int', 'str'
data-form-editable
Only nodes marked with this attribute may be edited in activities
data-form-compute
An expression to evaluate, object can be used to access values of the object the activity is attached to, and activity for the activity itself

Note that the above implies that you shouldn't use object and activity in the data-form-id attribute.

Known issues / Roadmap

  • client side support for editing attributes without switching to the source code view
  • client side support for blocking edits to non-editable nodes
  • client side support for updating computed nodes on input
  • better error messages for wrong types/names

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Hunki Enterprises BV

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/social project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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