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smile_checklist
<h1 class="title">Smile Checklist</h1>
<p><a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/Smile-SA/odoo_addons/tree/10.0/smile_checklist"><img alt="Smile-SA/odoo_addons" src="https://img.shields.io/badge/github-Smile_SA%2Fodoo_addons-lightgray.png?logo=github" /></a></p>
<p>This module allows to Add checklist to forms to track their filling progress and add actions to be triggered once their checklist is fully completed.</p>
<p>A checklist applies to a single object and is composed of:</p>
<ol class="arabic simple">
<li><dl class="first docutils">
<dt>Tasks</dt>
<dd><ul class="first last">
<li>List of fields to fill or boolean expressions to respect</li>
<li>Server Action executed if the task is completed</li>
</ul>
</dd>
</dl>
</li>
<li>Views on which the checklist is visible</li>
<li><dl class="first docutils">
<dt>Server Action executed if the checklist is completed</dt>
<dd><ul class="first last">
<li>all action types: email, sms, object creation/update, etc</li>
</ul>
</dd>
</dl>
</li>
</ol>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#usage" id="id1">Usage</a></li>
<li><a class="reference internal" href="#known-issues" id="id2">Known issues</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li>
<li><a class="reference internal" href="#gdpr-eu-privacy" id="id4">GDPR / EU Privacy</a></li>
<li><a class="reference internal" href="#credits" id="id5">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id6">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id7">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="id8">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<a name="usage"></a>
<h2><a class="toc-backref" href="#id1">Usage</a></h2>
<p>In our example we will create a checklist to check if the contacts address is completed, once we complete it! A server action will send an email automatically to manager</p>
<ul class="simple">
<li>Go to new menu <strong>Settings > Technical > Checklists</strong> and create a new checklist:</li>
</ul>
<div class="figure">
<img alt="create a new checklist" src="static/description/creation.png" style="width: 850px;" />
</div>
<p>We select the action that will execute, when we complete the checklist:</p>
<div class="figure">
<img alt="create an action server" src="static/description/action_server.png" style="width: 850px;" />
</div>
<p>To create a task, we should write in expression "object.field_name" :</p>
<div class="figure">
<img alt="Fill expression" src="static/description/field_object.png" style="width: 850px;" />
</div>
<p>We choose the views and menus that the checklist appears in:</p>
<div class="figure">
<img alt="Add visibility in menus and views" src="static/description/full_visibility.png" style="width: 850px;" />
</div>
<p>We can see the average checklist, in the form view that we specified:</p>
<div class="figure">
<img alt="contact form" src="static/description/contact_form.png" style="width: 850px;" />
</div>
<p>By clicking on the smart button, we see a wizard contains our checklist fields:</p>
<div class="figure">
<img alt="Checklist fields" src="static/description/click_smart_button.png" style="width: 850px;" />
</div>
<p>Once we complete the checklist, the server sends the email:</p>
<div class="figure">
<img alt="receiving email" src="static/description/email_received.png" style="width: 850px;" />
</div>
<p>We can see also the average in the list view that we added, in visibility options:</p>
<div class="figure">
<img alt="contact list" src="static/description/contacts_list.png" style="width: 850px;" />
</div>
<a name="known-issues"></a>
<h2><a class="toc-backref" href="#id2">Known issues</a></h2>
<p>Need to restart server to display checklist on model's views after creation.</p>
<a name="bug-tracker"></a>
<h2><a class="toc-backref" href="#id3">Bug Tracker</a></h2>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/Smile-SA/odoo_addons/issues">GitHub Issues</a>.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed
<a class="reference external" href="https://github.com/Smile-SA/odoo_addons/issues/new?body=module:%20smile_checklist%0Aversion:%2010.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
<a name="gdpr-eu-privacy"></a>
<h2><a class="toc-backref" href="#id4">GDPR / EU Privacy</a></h2>
<p>This addons does not collect any data and does not set any browser cookies.</p>
<a name="credits"></a>
<h2><a class="toc-backref" href="#id5">Credits</a></h2>
<a name="authors"></a>
<h3><a class="toc-backref" href="#id6">Authors</a></h3>
<ul class="simple">
<li>Smile SA</li>
</ul>
<a name="contributors"></a>
<h3><a class="toc-backref" href="#id7">Contributors</a></h3>
<ul class="simple">
<li>Corentin Pouhet-Brunerie</li>
</ul>
<a name="maintainers"></a>
<h3><a class="toc-backref" href="#id8">Maintainers</a></h3>
<p>This module is maintained by the Smile SA.</p>
<p>Since 1991 Smile has been a pioneer of technology and also the European expert in open source solutions.</p>
<a class="reference external image-reference" href="http://smile.fr"><img alt="Smile SA" src="https://avatars0.githubusercontent.com/u/572339?s=200&v=4" /></a>
<p>This module is part of the <a class="reference external" href="https://github.com/Smile-SA/odoo_addons">odoo-addons</a> project on GitHub.</p>
<p>You are welcome to contribute.</p>