Attachment Names and Codes v.17

The tool to change attachment titles on upload and auto-assign codes for files

17.0 16.0
49€ 44€

The price is valid till March, 15 (according to the promo campaign February-March 2024).
The tool does not require extra dependencies beside standard Odoo apps.
Current version: 17.0.1.0.7

Enterprise
Community
Odoo.sh

This is the tool to make sure all added to Odoo files have the correct names. This goal is reached by forcing users to confirm or update attachment names on upload or/and automatic assignment of codes to all newly created documents.

Configurable file codes (tags)

The app allows preparing the list of codes that might be assigned by default or automatically to attachment titles. In this way, files might be comfortably distinguished by tags included in names in brackets. For example, [crm] [2023] offer.doc

Manual or automatic tags in attachment titles

The moment of updating or confirming file titles is flexibly configurable. You may make it fully automatic, force users to select codes and update names manually, or combine approaches

Automatic attachment tags

Turn on the option "Assign attachment codes automatically" to add tags to a file when it is uploaded without user interaction. If a linked record satisfies any of the default rules, its code will be included in an attachment title.

The exception will be when a user is forced to manually confirm titles and codes

Update file names for Odoo's attachment box

Turn on the option "Attachment Box: Change Attachments" to ask a user to update titles and codes in Odoo's attachment boxes. Then, a popup with the table of names and default codes will be shown each time a file is uploaded into Odoo mail threads

Update file names for Odoo's inline messages

Turn on the option "Inline Composers: Change Attachments" to ask a user to update titles and codes in Odoo's inline messages. If turned on, a user will be asked to assign titles for files form logged messages and notes

Modify attachment codes for fields and the composer

Turn on the option "Many2many Widget: Change Attachments" to ask a user to modify attachments' names when adding those to many2many binary fields (including files in Odoo message composers). In this way, the wizard to assign titles and tags will be shown on upload, and any change in those might be introduced

Edit document titles in file managers

Turn on the option "File Upload Views: Change Attachments" to ask a user to confirm file codes and titles while uploading to file manager interfaces (that use the file uploading service): Odoo Enterprise Documents, Cloud Storage Solutions, HR Fleet, etc.

Default or custom titles

In all manual scenarios, users will be able to confirm a final name or apply any changes to each title and tags.

Attachments titles and tags configuration
Attachment code for object and filters
File tags list
Attachment box: file change on upload
Odoo attachment box and messages: file codes (tags) and  titles
Odoo's composer: file names change
Cloud Storage Solutions: change attachment on upload
Odoo file manager: attachment codes
Odoo Enterprise Documents: updated file codes

Frequently Asked Questions about Attachment Names and Codes Odoo v.17

According to the current Odoo Apps Store policies:

  • every module bought for version 12.0 and prior gives you access to all versions up to 12.0.
  • starting from version 13.0, every module version should be purchased separately.
  • disregarding the version, purchasing a tool grants you a right to all updates and bug fixes within a major version.

Take into account that the faOtools team does not control those policies. For all questions, please contact the Odoo Apps Store representatives directly.

The easiest approach is to use the Odoo store built-in workflow:

1. Open the module's page and click the button Deploy on odoo.sh

2. After that, you will be redirected to the GitHub page. Login to your account and click 'Create a new repo' or use the existing one. Please, make sure, that your repository is private. It is not permitted to publish the apps under the OPL-1 license. If necessary, create a new repo for your Odoo.sh project

3. Then, go to odoo.sh and click on the deploy button, submit the decision in the pop-up window and click 'Continue'. The action will trigger the installation process.

These steps would install the app for your project production branch. If you wanted to deploy the apps for other branches or update the module, you should undertake the following actions:

1. Upload the source code for the app from the Odoo store

2. Commit the module to a required GitHub repository. Make sure that none of the app folders/files are ignored (included in the .gitignore of your repo). Repositories are automatically created by odoo.sh, which might add by default some crucial items there (e.g. /lib). You should upload all module directories, subdirectories, and files without exceptions

3. Deploy a target branch of the odoo.sh project or wait until it is automatically built if your settings assume that.

  1. Unzip the source code of the purchased tools in one of your Odoo add-ons' directories;

  2. Re-start the Odoo server;

  3. Turn on the developer mode (technical settings);

  4. Update the apps' list (the apps' menu);

  5. Find the app and push the button 'Install';

  6. Follow the guidelines on the app's page if those exist.

Yes, sure. Take into account that Odoo automatically adds all dependencies to a cart. You should exclude previously purchased tools.

A red/orange warning itself does not influence features of the app. Regretfully, sometimes our modules do not pass standard automatic tests, since the latter assumes behavior which is in conflict with our apps goals. For example, we change price calculation, while standard Odoo module tests compare final price to standard algorithm.

So, first of all, please check deployed database features. Does everything work correctly?

If you still assume that warning influences real features, please contact us and forward full installation logs and the full lists of deployed modules (including core and third party ones).

Regretfully, we do not have a technical possibility to provide individual prices.

No, third party apps can not be used on Odoo Online.

Yes, all modules marked in dependencies are absolutely required for a correct work of our tool. Take into account that price marked on the app page already includes all necessary dependencies.  

The price for our modules is set up in euros. The Odoo store converts prices in others currencies according to its internal exchange rate. Thus, the price in US Dollars may change, when exchange rate changes.

Odoo demonstration databases (live previews)

For this app, we might provide a free personalized demo database.

No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.

By your request, we will prepare an individual live preview database, where you would be able to apply any tests and check assumptions for 14 days.

Bug reporting

In case you have faced any bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes within 60 days after the purchase, while even after this period we are strongly interested to improve our tools.

No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.

Please include in your request as many details as possible: screenshots, Odoo server logs, a full description of how to reproduce your problem, and so on. Usually, it takes a few business days to prepare a working plan for an issue (if a bug is confirmed) or provide you with guidelines on what should be done (otherwise).

Public features requests and module ideas (free development)

We are strongly motivated to improve our tools and would be grateful for any sort of feedback. In case your requirements are of public use and might be efficiently implemented, the team would include those in our to-do list.

Such a to-do list is processed on a regular basis and does not assume extra fees. Although we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.

No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.

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