Skip to Content

Welcome!

human made "AI" (advises & inputs) forum by Odoo professionals, experts and enthusiasts challenging real use cases with standard solutions!

-> solutions should be applicable for Odoo community or online (at the limit with Studio), all without custom modules.

Hide Intro Register
This question has been flagged
automation18.0contact
1 Reply
221 Views
Avatar
OT

when creating contacts, having the option to add the reference manually is good, but if it is not added, the reference should be added automatically based on a sequence or ID

-> even nicer would be to ensure that the added value is unique per contact!

Avatar
Discard
Avatar
OT
Author
  • activate the developer mode and go to settings->technical-> automation rules (in Odoo enterprise it can also be done opening studio from contact app)
  • for sequence based reference, create the following sequence (with required prefix and/or suffix) and automation:


  • to create reference based on contact ID, there are options to also define size and prefix:

    for existing contacts, the ref could also be updated with the ID, i.e. with the following server/contextual action:


-> options to auto add ID to ref on contact creation, using python code to add "size" or "prefix"

  • 5 digits:
  • Prefix: "C"


  • code to set digits and prefix
for record in records:
    if not record.ref:
        record.write({'ref': 'C' + str(record.id).zfill(5)})


  • additional action to certify "unique" references:
Avatar
Discard
Related Posts Replies Views Activity
Compute contact geolocation in "batch"
18.0 contact server_action
Avatar
1
Aug 25
138
add warranty date on serial numbers based on delivery date
automation 18.0 studio serial_number
Avatar
1
Mar 26
103
Add contacts to mailing lists / mailing list contacts
18.0 contact server_action mass_mailing
Avatar
Avatar
2
Mar 26
200
Create portal users from contacts
18.0 contact server_action website
Avatar
Avatar
2
Mar 26
246
Add product reference (default_code) as barcode for products without barcode
automation 18.0 server_action inventory
Avatar
1
Aug 25
150