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Odoo Studio: Build an App with Zero Coding Experience
The document describes creating a custom Odoo app for an animal rescue NGO. It outlines: 1. Creating a custom animal model with fields like name, picture, birthdate, treatments received, and diet. 2. Adding views like a form, kanban, tree, and search views to manage and view animals. 3. Configuring security with user groups for employees and sponsors. 4. Generating reports like an animal presentation card for potential sponsors. 5. Setting up automations like automatically vaccinating an animal after treatment and creating an activity to tweet when an animal is released.
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Odoo Studio: Build an App with Zero Coding Experience
- 1. • Product Owner Buildan App from Scratch with Zero Coding Experience 2019
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- 3. ● Show thepotential ● General understanding >< Being exhaustive (and exhausting !) To make sure you have the tools you’ll need for your own customization
- 4. Customize your : ●Database (Fields, Models, …) ● Interface (Views, …) ● Reports (PDF, …) ● Flows (Automations, …) ⇒ No programming knowledge required
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- 6. Context Animal Rescue -NGO ● Collect, Treat & Release wild animals ● Interact with Sponsors ● Multiple users with different roles & responsibilities
- 7. Functional needs The Presidentdecided to use Odoo to : ● Get a clearer overview of the animals at the shelter (>< Spreadsheet) ● Assign & Manage Staff ● Centralize the information in a database accessible worldwide
- 8. Functional needs After someanalysis, we find out that no existing App or module can manage those flows…
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- 10. Animal rescue NGO: Guidelines3.a
- 11. Creating our ownapp 1 - Custom model ● The main object to manage with Odoo will be animals
- 12. The users needto be able to : ● Add a nickname ● Add a picture of the animal ● Add the birthdate ● Take notes describing the animal character in a few lines Create your own app 2 - Custom Fields
- 13. Create your ownapp The users needs to be able to : ● Add a gender (radio buttons) ● Add its weight ● Add the exact moment (Time & Date) the animal arrived 2 - Custom Fields
- 14. Create your ownapp 2 - Custom Fields The users need to be able to : ● Display which one of the below treatments the animal already received ○ Parvovirus ○ Distemper Virus ○ Adenovirus-2 . NB : Is it possible to then see a list of all animals that received a specific treatment ?
- 15. Create your ownapp The users need to be able to : ● Upload a PDF copy of the animal passport (is it possible to check it without downloading the document every time ?) ● Say whether or not it has been vaccinated yet ● Allow users to select the diet (carnivore, herbivore, …) 2 - Custom Fields
- 16. Create your ownapp The users needs to be able to : ● Add countries where the animal could be released ● Allow users to write the feeding time (hour not day !) ● Add the notion of a “flow” (Not received/At the center/Released) 2 - Custom Fields
- 17. Create your ownapp ● Add a field that allows to note who is the Veterinarian in charge of that animal (No employee creation from there) ● Have Odoo display the phone number of that employee on the animal form view (in case of emergency) 2 - Custom Fields
- 18. Create your ownapp Create a few “Partners” A Partner can sponsor an animal. Whether or not a contact is a sponsor should be displayed on his form. 2 - Custom Fields
- 19. Create your ownapp Go back to the animal form view. Add a new field to display the animal sponsor. This list should ONLY show sponsors, not all contacts ! NB : Users should not be able to create new Sponsors from there ! 2 - Custom Fields
- 20. Let’s communicate ! ●Make sure the animal model has a chatter available (for traceability and better cooperation)
- 21. Attributes Let’s make theform view dynamic ! (1/2) ● Display the “Phone N°” only if there is a Vet assigned ● If the animal is on the Stage “Released” display a “Where” field (Country) ● Users shouldn’t be able to create/save if the field “Gender” is not defined
- 22. Attributes Let’s make theform view dynamic ! (2/2) ● Animals can never be released in Belgium (Way too cold!) ● By default when creating an animal, it should be set as “Vaccinated”
- 23. Adding other views Kanban- first displayed when clicking on the icon Here are the informations we need to get at a glance : ● Name & Nickname ● Picture ● Specie ● Vet’ in charge ● Stage
- 24. Adding other views Tree(List) The list should provide a clear overview of the : ● Name ● Specie ● Gender ● Birthdate ● Sponsor name And allow to sort on all those values !
- 25. Adding other views Searchview (1/2) - The Bar Add on “Auto-Completion“ the below fields ● Name ● Nickname ● Specie
- 26. Adding other views Searchview (2/2) - Group-by Allow users to easily regroup animals based on those fields : ● Stage ● Specie ● Gender ● Sponsor
- 27. Adding other views Everymonth, the President needs to prepare a Powerpoint meeting aimed at the Donators of the NGO to show the results of their activity. To do that easily, he would need a tool to build a pivot table that he could convert into a Powerpoint file. Is that possible ?
- 28. Creating Menu items Makingnavigation in the App easy ● One for the Animals ● One for the Employees inside the App (add their functions in the list view) ● One for the Sponsors (not contacts !) inside the App
- 29. New advanced fields ●Form view : Add a clickable URL linking to a website (their Twitter or Instagram page) ● Form view : Allow users to copy/paste the description with a click (they always need to copy that and it will make them save time) ● Form view : Show who created the Animal (field should be filled on creation automatically) ● Kanban view : Find a way to let users easily prioritize animals
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- 31. Introduction General Odoo philosophy ●Transparency / Trust / Low level of hierarchisation ⇒ Easier processes and less waste of time ● How to deal with customers that do not have this state of mind (lack of trust, to streamline their process, ...) ? ⇒ 2 complementary tools : Access rights & Record rules
- 32. Access rights &groups Define two levels of operations for Animals -> Employees can read / create / write records -> The Admin can read / create / write / delete records
- 33. Access rights &groups Create a new group called “Sponsor manager” → This group should be the only one to see the ‘Sponsor’ menu
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- 35. Introduction What do wecall “Reports” ? ● Accounting reports (Accounting ⇒ Reporting) ○ Legal and financial reports providing insights on the financial state of the company ● PDF documents ○ All the documents we can provide to other parties (customers, suppliers, colleagues, …) ⇒ Will be the topic for this training
- 36. Report Editor Potential sponsorslike to visit the center and to keep a souvenir of each animal they are interested in. ➔ Create a printable “Presentation card” for the animal ➔ It should contain all the required infos but also be beautiful as its a powerful marketing tool for the NGO
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- 38. Automation Odoo needs 5main elements : 1. A model 2. A trigger 3. A domain 4. An action 5. A last element, depending on the action (email, …)
- 39. Automation A smoothless flowthrough Odoo Studio ● If the animal receives a treatment and has not been vaccinated yet, consider it has been done as well (they do both at once)
- 40. Automation A smoothless flowthrough Odoo Studio ● When an animal is sent to the stage “Released”, automatically create an activity assigned to the Community Manager so that he can write a Tweet about it.
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