dms_field

DMS Field

This addon creates a new kind of view and allows to define a folder related to a record.

Table of contents

• Configuration
• Usage
• Known issues / Roadmap
• Bug Tracker
• Credits
  • Authors
  • Contributors
  • Maintainers

Configuration

To use the embedded view in any module, the module must inherit from the mixin dms.field.mixin (You have an example with res.partner in this module).

Once this is done, in the form view of the model we will have to add the following:

<field name="dms_directory_ids" mode="dms_list" />

In addition, it will be necessary to create an Embedded DMS template for this model.

1. Go to Documents > Configuration > Embedded DMS templates and create a new record.
2. Set a storage, a model (res.partner for example) and the access groups you want.
3. You can also use expressions in "Directory format name", for example: {{object.name}}
4. Click on the "Documents" tab icon and a folder hierarchy will be created.
5. You can set here the hierarchy of directories, subdirectories and files you need, this hierarchy will be used as a base when creating a new record (res.partner for example).

Usage

1. Go to the form view of an existing partner and click on the "DMS" tab icon, a hierarchy of folders and files linked to that record will be created.
2. Create a new partner. A hierarchy of folders and files linked to that record will be created.

Known issues / Roadmap

• Add drag & drop compatibility to the dms_tree mode
• Multiple selection support (e.g. cut several files and paste to another folder).

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

• Creu Blanca

Contributors

• Enric Tobella <etobella@creublanca.es>
• Jaime Arroyo <jaime.arroyo@creublanca.es>
• Tecnativa:
  • Víctor Martínez
  • Carlos Roca
• PyTech:
  • Simone Rubino simone.rubino@pytech.it

Maintainers

This module is maintained by the OCA.

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.

Current maintainer:

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

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