How to Create Task Through Odoo 17 Website Form

How to Create Task Through Odoo 17 Website Form

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  How to CreateTask Through Odoo 17 Website Form Enterprise
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  Introduction Enterprise There are differentways through which a task can be created through Oodo Website. Odoo offers built in functionalities that allows the website visitors often customers to submit tasks. This is useful for support requests, service requests or bug fixes. When a customer submits a form on the website, it triggers the creation of tasks from Odoo, which can be be assigned to the appropriate person or Team.
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  Enterprise And in orderto manage that, let’s go to the Website module in Odoo, we need to set a form. For that, go to the Front end and take any web page for example, Home page. Click on the ‘Edit’ button on top right which allows to customize the content and appearance to our needs.
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  Enterprise Search by typing‘form’ there on the search bar. Then the snippet for form will come there. By just doing drag and drop it on the interface of the website, we can get a ready made form set up on the web page.
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  Enterprise Upon the submissionof the from, we can just create a task. So, to do that we have to customize the action of the ‘Submit’ button. For that, click on Submit action in the same Edit mode and take ‘CUSTOMIZE’ page from the right side. There, we can see many options available. Select ‘Action’ from the list. There are many actions like Send an Email, Create Customer, Subscribe to Newsletter, etc. Select Create a task from the list. Also, we need to set the proper project for the task to be created.
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  Enterprise Then, click onSave button on top.
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  Enterprise Now, the Editmode will be disabled once we save the settings and the new form will be ready to work. Just fill in with proper details and click on Submit button.
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  Enterprise Upon submission, anew task will be created under the project we selected. We can review this task from the Project module as
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  Enterprise While opening thetask, we can see that the Title will be the one we’ve given as the task title and Description will be filled with the description detail we gave in the form from the web.
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  For More Info. Checkour company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com