Joint Calendar v.15
The tool to combine different Odoo events in a few configurable super calendars
Odoo users often need to keep in mind a lot of details spread out among numerous interfaces. Switching between those is not comfortable and error-prone for planning. This tool solves the problem. The app lets configure rules to join and share various document types on a single super calendar view but with easy-reachable source objects.
- the core app to merge Odoo documents in super calendars.
Cijena je
98€
88€.
- the optional free extension that introduces the Odoo Enterprise Gantt view joint events. The features assumed by this add-on are marked by the icon
Any Odoo documents on the same calendar
The tool might merge any Odoo document types on the same view: opportunities, meetings, phone calls, activities, sale or purchase orders, shipments and deliveries, tasks and tickets, time offs, ...
Flexible merging rules
Define on your own what to consider a joint event title, start or stop date, who are target attendees, etc. Have even the same document twice on the same calendar just with a different start
Instant access to source details
Joint events and their source documents are interrelated. Update the former, and the latter would be changed immediately. A reverse operation would be applied with the next cron job (the frequency is configurable)
Comfortable navigation
Shared calendars are especially suitable for team interactions. Users might switch between document types, participants, linked contacts, and companies in a single click. Optionally turn on the Odoo Enterprise Gantt view
Unlimited number of super calendars
Configure as many calendars as you need: for various functional areas or for different user groups. Each joint calendar has its own menu item
Reminders for any Odoo documents
Calendar configuration lets assign default popup and email alarms. Thus, it is possible to have notification of any Odoo event or activity
Simple user rights administration
Regulate joint calendar accesses right on its form. Make it public or share it only for chosen user groups. The app fully supports multi-companies environment
Automatic shared calendar updates
Joint events are updated regularly by the cron job. It is fast, especially if you apply time frames. Refreshing is also available from the calendar interface
Better then expected
The app does exactly what was needed. Combine all tasks from all calendars to one. And allows to manages all activities from all modules in one place.
This makes the Event Calendar so much more useful !
We bought this to combine certain project tasks with the schedules of our maintenance engineers. We now have a better overview which moments are overlapping the schedules of other events. The joining of multiple events in 1 event calendar is super easy, it should be a standard option in ODOO.
Excellent responsive team of programmers
Joint Calendar is the perfect addition to the standard Calendaring system that Odoo offers. It makes the job of setting up specific departmental calendars filled with any objects you wish very easy and Alex and the team provides fantastic after-sales support, responding in most cases within 24 hours to requests for help. Thanks for a great module.
Essential to have Activities, Tasks, Meetings etc all in one calendar and shared.
Great service support very quick and were right on with fixing the issue... I think the ability to see everything on one shared calendar is such an essential part of coordination and time management. Great product once you sort out the rules you need!
Super calendars for any business area
Use joint calendars for any functional area: CRM, project management, sales, HRM, MRP, inventory management, so and so on. Find just a few examples of rules below
Tasks on a joint calendar
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As a model use 'Task'
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As a name use 'Title'
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As a start date field use 'Deadline'
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As attendees' field use 'Assignees'
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As a domain optionally you can set definite projects
Sale orders on a shared calendar
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As a model use 'Sales order'
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As a name use 'Order Reference'
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As a start date field use 'Order Date'
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As attendees' field use 'Salesperson'
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As a contact link use 'Customer'
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As a domain optionally restrict quotations by sales teams.
Opportunities on a super calendar
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As a model use 'Lead/Opportunity'
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As a name use 'Opportunity'
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As a start date field use 'Expecting Closing'
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As attendees' field use 'Salesperson'
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As a contact link use 'Customer'
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As a domain optionally restrict opportunities by sales teams.
Share employees' time offs and leaves
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As a model use 'Time Off'
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As a name use 'Description'
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As a start date field use 'Start Date'
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As attendees' field use 'User'
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As a stop date field use 'End Date'
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As a domain filter by status: show only approved leaves.
Activities by all objects
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As a model use 'Activity'
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As a name use 'Display Name'
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As a start date field use 'Due Date'
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As attendees' field use 'Assigned to'
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As a domain apply 'Summary is set'
Odoo meetings to the joint calendar
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As a model use 'Calendar Event'
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As a name use 'Meeting Subject'
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As a start date field use 'Start'
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As a stop date field use 'Stop'
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As attendees' field use 'Attendees'
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As a whole day field 'All Day'
Flexible rules to merge Odoo documents
To add a new document type for a shared interface you should set up a joint calendar rule. This rule defines which Odoo objects should create events, which fields of that object should be shown, and whether any filtering should take place
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Model - which objects to scan: opportunities, tasks, orders, meetings, activities, and so on. You can choose your custom document type (including created in Odoo Studio) as well
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Name - what to use as a joint event name (also used as calendar event title). Usually, it is 'name', 'subject' or 'reference'
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Start date - when an event starts. For example, 'expecting closing' for opportunities or 'order date' for quotations. It may be any date or date with time field of a source Odoo object
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Stop date - when an event is shown as finished on a calendar
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Attendees - who are participants (responsible persons, event owners). Usually, it is a field 'assigned to', 'a sales person' or 'attendees'. You may use even document 'followers' since it's possible to apply both users and partners
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Description - are there any notes important for joint events? Usually, the fields like 'internal notes' or 'comments' are used
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Company field - optionally define the parent document field where its company is kept. In this way, joint events would get the source company that might be used for filtering or just for information
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Always Whole Day - means that all generated events would last the whole day disregarding whether start or stop are defined with hours and minutes. Such an event would be shown at a special place on a calendar (above the timeline)
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Whole Day - a special boolean field of source object which indicates that a related joint event may last the whole day. This setting is usually applied to standard Odoo calendar events which both might have a definite time indicated or might be planned for a whole day
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Contact Link - is this event linked to a specific partner? Usually, the fields like 'customer' or 'vendor' are used
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Domain - the Odoo filters' constructor to include only topical documents into a joint calendar. You might apply any storable attribute. For example, show only quotations without sales orders, or show opportunities only for this sales team
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Action - defines which form view should be shown when you open a source document from a joint event. It is a technical field that in most cases should not be changed in comparison to a default value.
Multi companies compatibility
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The app fully supports the multi-companies environment: each joint calendar might be linked to a specific Odoo company. If company is not defined, it is considered as 'global', so available for all Odoo companies
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Users access only those joint menus which super calendars do not have a company or have one of those users available companies
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Each joint rule might have the "Company field" defined. If that setting is configured, records would be filtered in a joint calendar company. For example, if you stated 'Company' as the 'Company field' for the tasks rule, and joint calendar is linked to 'San Fransisco' company, then users would see only San Fransisco or global tasks only
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Joint events would also get the company based on the 'Company field' of the parent document. You can comfortably switch between objects of different companies using the right navigation filters
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In addition to the 'Company field', you may also restrict records in a rule domain. For instance, to include records of a few companies but not to include of others.
Combine events on Odoo Enterprise Gantt view
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For any joint calendar, optionally add the Odoo Enterprise edition Gantt view
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To that goal, just tick the box 'Gantt view' on the supper calendar settings
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The app would automatically extend a target joint calendar action after you saved the changes
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In this way, you can have a single super Gantt view for various Odoo documents
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Manage those events in a comfortable manner: reassign responsible users, drag and drop those to change periods, etc.
Savjeti za konfiguraciju i instalaciju za Joint Calendar Odoo v.15
Joint calendar scheduled jobs
The tool lets you change the frequency of joint calendar refreshing and emails reminders' checks:
- Turn on the debug mode
- Go to technical settings > Automation > Scheduled jobs
- Find the job 'Refresh Joint Events' to change the frequency of super calendars' update
- Find the job 'Notify About Joint Event' to change the frequency of email alarms.
Često postavljana pitanja o Joint Calendar Odoo v.15
Što se dogodi kad se opcija „Always Whole Day“ uključi/isključi?
Kad je opcija "Always Whole Day" uključena, svi događaji pravila traju cijeli dan, bez obzira imaju li početak ili kraj sate i minute. Takav se događaj prikazuje na posebnom mjestu kalendara.
Na primjer, ako izradite pravilo za model "Sale Order" i uključite "Always Whole Day", događaj se stavlja na dnevni i tjedni super kalendar iznad vremenske crte.
Ako opciju isključite, a početak ili kraj imaju sate/minute, događaj će stati na određeno vrijeme dana i vrijeme će biti ispred naslova.
Ne vidim izbornik kalendara u svom Odoo. Što trebam učiniti?
Provjerite:
1. Postoji barem jedan stvoren, konfiguriran i osvježen zajednički kalendar. Nakon postavljanja bilo kojeg zajedničkog kalendara osvježite stranicu preglednika
2. Imate pristup barem jednom kalendaru
Stvorio sam neke kalendare s pravilima, ali ne vidim ih u izborniku.
Može biti nekoliko razloga. Moguće je da povezani zakazani posao još nije prošao. Tada cron pokrenite ručno klikom na gumb osvježi u desnom stupcu sučelja zajedničkog kalendara.
Provjerite i imate li Time Limits na kalendaru, inače se prikazuju samo događaji određenog raspona. Na primjer, kalendar 'Sale Orders' s granicama 10 dana prije i 30 poslije. Ako je Sale Order stvoren npr. prije 12 dana, neće se prikazati.
Provjerite da na pravilima nema filtara bez poklapanja. Na primjer, pravilo 'Sale Order' s filtrom 'Customer = Deco Addict' u povezanom kalendaru prikazuje samo narudžbe tog kupca.
Koliko Odoo dokumenata (npr. prodajni nalozi, projekti, aktivnosti) mogu spojiti u jedan zajednički kalendar?
U jedan kalendar možete spojiti koliko god Odoo dokumenata želite. Ili ih podijeliti na više kalendara (npr. Sales Calendar i Projects, Tasks and Activities Calendar) i prebacivati se u systray.
Što je pravilo zajedničkog kalendara?
Pravila određuju koji Odoo objekti stvaraju događaje, koja se polja tog objekta koriste i prikazuju te treba li biti filtriranja.
Pri stvaranju pravila sami možete definirati što se smatra naslovom zajedničkog događaja, datumom početka ili završetka, tko su sudionici itd.
Čemu služi polje „Stop date“? Mogu li ga ostaviti praznim?
Stop date — polje ciljnog Odoo modela koje određuje kada se događaj u kalendaru prikazuje kao završen. Na primjer, pravilo za model "Sale Order" s "Delivery Date" u polju Stop date prikazuje događaj od dana planiranja ponude (polje Start Date - Order Date) do dana isporuke proizvoda.
Polje je neobavezno i može ostati prazno. Tada je događaj samo na danu polja Start Date.
U kalendaru imam vrstu događaja „Undefined“. Što to znači?
To znači da je događaj stvoren ručno. Nema nadređeni objekt i ne regulira ga pravilo. Takvi zajednički događaji dostupni su pod filtrom "Undefined", bez boje.
Svi koji imaju pristup kalendaru mogu stvarati i vidjeti njegove nedefinirane događaje.
Koje su politike ažuriranja vaših alata?
Prema važećim pravilima Odoo Apps Store:
- Svaki modul kupljen za verziju 12.0 i stariju daje pristup svim verzijama do 12.0.
- Od verzije 13.0 svaku verziju modula treba kupiti zasebno.
- Bez obzira na verziju, kupnja daje pravo na sva ažuriranja i ispravke unutar glavne verzije.
Imajte na umu da tim faOtools ne kontrolira ta pravila. Za pitanja obratite se izravno predstavnicima Odoo Apps Store.
Kako mogu instalirati vašu aplikaciju na Odoo.sh?
Najizravniji je pristup koristiti ugrađeni tijek rada Odoo trgovine:
1. Otvorite stranicu modula i kliknite gumb Deploy on odoo.sh
2. Nakon toga bit ćete preusmjereni na GitHub stranicu. Prijavite se na račun, zatim kliknite 'Create a new repo' ili upotrijebite postojeći. Provjerite da je spremište privatno. Nije dopušteno objavljivati aplikacije pod licencijom OPL-1. Ako treba, stvorite novi repo za Odoo.sh projekt
3. Zatim idite na odoo.sh i kliknite gumb Deploy. U skočnom prozoru potvrdite odluku i kliknite 'Continue.' Time se pokreće instalacija.
Ovi koraci instalirat će aplikaciju na produkcijsku granu projekta. Ako želite postaviti aplikacije na druge grane ili ažurirati modul, poduzmite sljedeće:
1. Prenesite izvorni kod aplikacije iz Odoo trgovine
2. Napravite commit modula u potrebni GitHub repozitorij. Provjerite da nijedna mapa/datoteka aplikacije nije ignorirana (tj. nije u .gitignore repozitorija). Repozitorije automatski stvara odoo.sh i po zadanim postavkama mogu sadržavati važne stavke (npr. /lib). Prenesite sve direktorije, poddirektorije i datoteke modula bez iznimaka
3. Postavite ciljnu granu odoo.sh projekta ili, ako to pretpostavljaju postavke, pričekajte dok se automatski izgradi.
Kako trebam instalirati vašu aplikaciju na vlastiti poslužitelj?
2. Ponovno pokrenite Odoo poslužitelj;
3. Uključite način za razvoj (tehničke postavke);
4. Ažurirajte popis aplikacija (izbornik aplikacija);
5. Pronađite aplikaciju i pritisnite „Activate“/„Install“;
6. Slijedite smjernice na stranici aplikacije ako postoje.
Primijetio sam da vaša aplikacija ima dodatne dodatke. Mogu li ih kupiti naknadno?
Da, naravno. Istodobno Odoo automatski dodaje sve ovisnosti u košaricu, pa prethodno kupljene alate treba isključiti da ne platite dvaput.
Postavio sam vašu aplikaciju na Odoo.sh i u testovima vidim upozorenje/pogrešku
Crveno/narančasto upozorenje ne utječe na značajke aplikacije. Nažalost, naši moduli ponekad ne prođu standardne automatske testove jer oni pretpostavljaju ponašanje koje je u sukobu s ciljevima aplikacije. Npr. mijenjamo izračun cijene, a testovi standardnog Odoo modula uspoređuju konačnu cijenu sa standardnim algoritmom.
Prije svega provjerite značajke postavljene baze. Radi li sve ispravno?
Ako i dalje smatrate da upozorenje utječe na stvarne značajke, javite nam i pošaljite potpune zapisnike instalacije i potpuni popis postavljenih modula (uključujući jezgru i treće strane).
Mogu li kupiti aplikaciju izravno od vaše tvrtke?
Ne, alate distribuiramo samo preko službene trgovine aplikacija Odoo.
Želio bih dobiti popust
Nažalost, nemamo tehničkih sredstava za individualne cijene.
Mogu li instalirati aplikaciju u svoju bazu Odoo Online (SaaS)?
Ne, aplikacije trećih strana ne mogu se koristiti na Odoo Online. Nažalost Odoo SaaS to blokira.
Vaš alat ovisi o drugim aplikacijama. Trebam li ih kupiti?
Da, alatu su potrebni svi moduli navedeni u ovisnostima da bi ispravno radio. Cijena na stranici aplikacije već uključuje sve potrebne ovisnosti.
Koja je cijena modula u američkim dolarima? Zašto se promijenila?
Cijena naših modula je u eurima. Odoo trgovina pretvara cijene u druge valute prema internom tečaju. Stoga se cijena u američkim dolarima može promijeniti kad se tečaj ažurira.
Tekstovi aplikacije i web stranice na jezicima osim engleskog izrađeni su uz pomoć UI i usklađeni sa službenim Odoo prijevodima. Ako uočite pogrešku, pošaljite prijavu o ispravnosti prijevoda i ispravit ćemo.
Prijava grešaka
Ako naiđete na greške ili nedosljedno ponašanje, slobodno nas kontaktirajte. Jamčimo ispravke unutar 60 dana od kupnje i i dalje želimo unapređivati alate nakon tog razdoblja.
Za kontakt nije potreban broj telefona ni kreditna kartica. Potrebna je samo kratka prijava e-poštom koja ne traje više od 30 sekundi.
U zahtjev uključite što više pojedinosti: snimke zaslona, zapisnike Odoo poslužitelja, potpuni opis kako reproducirati problem i slično. Obično treba nekoliko radnih dana za pripremu radnog plana (ako je greška potvrđena) ili smjernica što učiniti (inače).
Javni zahtjevi za značajke i ideje modula (besplatan razvoj)
Snažno smo motivirani poboljšati svoje alate i zahvalni smo na svakoj povratnoj informaciji. Ako su vaši zahtjevi od javne koristi i mogu se učinkovito provesti, tim će ih uvrstiti na naš popis zadataka.
Takav popis zadataka obrađuje se redovito i ne podrazumijeva dodatne naknade. Iako ne možemo obećati rokove i konačni dizajn, to može biti dobar način da dobijete željene značajke bez ulaganja i rizika.
Za kontakt nije potreban broj telefona ni kreditna kartica. Potrebna je samo kratka prijava e-poštom koja ne traje više od 30 sekundi.
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