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Odoo Studio Lite For Partner
Custom Fields in Partner empowers users to personalize partner records in Odoo by creating and configuring custom fields directly from the partner view. This module allows businesses to tailor partner forms to their specific needs, adding field types like Char, Integer, Float, Boolean, Selection, Many2one, Many2many, and more.
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Create Different Types of Fields
Users can add a variety of custom fields directly from the partner view, including Char, Integer, Float, Boolean, Selection, Many2one, Many2many, and more. This flexibility allows businesses to capture specific information relevant to their operations, ensuring partner records are fully customized to meet unique business needs.
Set Attributes with Fields
Each custom field can be configured with key attributes such as Read-only, Store, Indexed, Help, and Required. These attributes control how data is captured, stored, and displayed, providing both structure and guidance for users while maintaining data integrity across the system.
Set Widgets with Fields
Custom fields can be enhanced with a range of widgets, including Monetary, Many2many_tags, Binary, Radio, Priority, and others. Widgets improve data entry and presentation, making forms more intuitive, interactive, and visually aligned with business processes.
Set Specific Location of Fields
Fields can be positioned precisely within the partner form, ensuring that critical information appears exactly where it’s needed.
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1.) Assign Access Rights
Users must assign the "Partner Custom Field" group to enable custom field creation in partner records. This ensures only authorized users can create and manage fields, maintaining data security and governance.
Navigation : Settings → Users & Companies → User
2.) Create Field Button
The Create Field button opens a popup form where users can enter details for the new custom field. This simplifies the field creation process and provides a guided workflow.
Navigation : Contacts → Contact
3.) Fill Field Details
Users enter all necessary information for the custom field, including Field Name, Field Label, Field Type, Position, Widget, and Extra Properties. This step ensures each field is fully configured to meet business needs.
4.) Field Placement Confirmation
Once created, the custom field appears in the assigned location within the partner form, such as after the Tags field.
5.) Field Types Overview
Displays the various types of custom fields available, such as Char, Integer, Float, Boolean, Selection, Many2one, and Many2many, providing flexibility to capture different types of partner information.
Navigation : Contacts → Contact → Partner Custom Fields
6.) Assign Relation Model
For relational fields like Many2many, users assign a relation model to define how the field connects to other records. This ensures data relationships are correctly established.
7.) Set Widget
Users can enhance fields by applying widgets, such as Many2many_tags, to improve data entry and visualization. Widgets make forms more interactive and intuitive.
8.) Final Field Creation
The Many2many field with the selected widget is successfully added to the partner form, ready for data entry. This completes the customization process, making partner forms tailored and functional.
Navigation : Contacts → Contact
User Guide
