Partner Custom Fields

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  • About Module


    This module useful to create dynamic fields in partner/customer/supplier without any technical knowledge. Easy to use. Specify basic things and fields added in form view.

    Versions


    • v12.0
    • v11.0
    • v10.0
    • v9.0
    • v8.0

    Features


    •  1) Add custom field on Partner(Contact,Customer and Supplier) Form View
    •  2) Easy to specify position of fields.
    •  3) No technical skills required.
    •  4) Multiple fields type available.
    •  5) Widget also given for many2one and many2many fields.
    •  6) Selection widget for many2one field.
    •  7) Radio widget for selection field.
    •  8) Phone, url, email widget for char fields
    •  9) Image widget for binary field
    • 10 Tags or checkboxes widget for many2many fields.
    • 11) Other features like help text (hint text), required field, copied field
    • 12) Very easy to use.
    • 13) Easy to edit any fields.
    • 14) Easy to delete any fields.
    • 15) Easy to give access to fields to specific groups

    Installations


    1) You will receive the link to download the zip file of the module pls download it.

    2) Extract the zip file, you will see folder named ‘sh_partner_custom_fields’

    3) Copy and paste this folder inside your Odoo Addons path / Custom Addons Path.

    4) Now, open the odoo as Developer Mode

    5) Go to Apps menu and click on ‘Update Modules List’, Press Update Button

    6) In the search bar, search ‘sh_partner_custom_fields’

    7) Click on ‘Install’ to install it.

    Workflow


     Set User rights to allow add custom field inside partner.

    Click on "Add Custom Field" to add new field inside partner form.

    Assign Field Id, Label, Type,Position Field Name, Position,Field Help,Set Required or not,field copy or not, and Set Field Access Rights group wise into Pop Up and click on "Create Field" button.

    Char field without widget.

    Char field added to partner

    Char field edited widget to "phone" and set access rights.

    "User" not having that access group.

    User not having that access group can not see that field.

    Administrator having access group can see that field inside partner.

    Char field with "email" widget and required set to True.

    Field added to partner,enter email to save Delivery Email.

    Char field with "url" widget

    Enter Website Url, on click redirect to link Url.

    Binary field with widget "Image".

    Upload appropriate image.

    Set selection options as per requirement, widget not set.

    Selection option set to partner.

    Can Edit selection options and can set widget to "radio".

    Radio Selection is set.

    Many2one field with select appropriate model, widget not set, Access Group not set.

     Allows "Create and Edit" on Many2one selection.

    Many2one with widget set to selection,set Access Group.

    Does not allow new create or edit from selection.

    Field not visible to person not having that Access Group.

    Many2many field with model and without widget selection and position set before language.

    Many2many field set before language.

    Many2many field with widget set to "Tags" and position set to language after.

    Many2manmy field set after language.

    Many2many field with widget set to "Checkboxes".

    Many2many with widget checkboxes set.

    From custom field menu on Delete action custom field can be deleted.

    Custom field created for partner.