2019

SERVICES

TfFC Using Studio

4. Create a new app from scratch

Julien Domken - Business Analyst

Contents taken from LNA’s training.

TfFC Using Studio Agenda

1. Introduction & views

2. Automation & Access Rights

3. Reports

4. Create a new app

1 Introduction
 Animal rescue NGO :
2 Context
Context

Animal Rescue - NGO

● Collect, Treat & Release wild animals
● Interact with Sponsors
● Multiple users with different roles & responsibilities
Functional needs

The President decided to use Odoo to :

● Get a clearer overview of the animals at the center (>< spreadsheet)
● Assign & Manage Staff
● Centralize the information in a database accessible worldwide
Functional needs

After some analysis, you find out that no existing App or module can
manage those flows…
Or is it...?
 Animal rescue NGO :
3 Guidelines
Create your own app
1. Create a custom model

● The main object to manage with Odoo will be animals

Create your own app
2. Let’s create fields on that model. (Basic fields)

The users need to be able to :

● Add a nickname
● Add a medium picture of the animal
● Add the birth-date
● Take notes describing the animal character in a few lines
Create your own app
2. Let’s create fields on that model. (Basic fields)

The users needs to be able to :

● Add a gender (radio buttons)
● Add its weight
● Add the exact moment (Time & Date) the animal arrived
Create your own app
2. Let’s create fields on that model. (Intermediate)
The users need to be able to :
● Display which one of the below treatments the animal already
received
○ Parvovirus
○ Distemper Virus
○ Adenovirus-2 .
○ Rabies Virus Vaccines
○ Leptospira Vaccines
○ Non-Core Vaccines

NB : Is it possible to then see a list of all animals that received a

specific treatment ?
 Create your own app
2. Let’s create fields on that model. (Intermediate)

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 animal diet (carnivore, herbivore, …)
Create your own app
2. Let’s create fields on that model. (Intermediate)

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 a location for the animal (which alley and box)
● Add the notion of a “flow” (Not received/At the center/Released)
STOP EXERCICE (WEEK 3)
Create your own app
2. Let’s create fields on that model. (Advanced)

Go back to the animal form view

● 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)
Create your own app
2. Let’s create fields on another model. (Final)

Create a few “Partners”

A Partner can sponsor an animal.

Whether or not a contact is a sponsor should be displayed on his form.

Create your own app
2. Let’s create fields on another model. (Final)

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 only be able to create new Sponsors from the contact
form !
Attributes
Let’s make the form 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
Adding other views

Every month, 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 ?
Let’s communicate !
● Make sure every model and record has a chatter available (for
traceability and better cooperation)

● Vets work 4 days and then get 3 days off (Shifts). Can you provide
an easy way of overviewing who works when ?
Attributes
Let’s make the form view dynamic ! (2/2)

● Animals can never be released in Belgium (Way too cold!)

● By default when creating an animal, it should not be set as

“Vaccinated”
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
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 !
Adding other views
Search view (1/2) - The Bar

Add on “Auto-Completion“ the below fields

● Name
● Nickname
● Specie
● Countries
Adding other views
Search view (2/2) - Group-by

Allow users to easily regroup animals based on those fields :

● Stage
● Specie
● Gender
● Sponsor
Creating Menu items
Making navigation 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

 New advanced fields
Animal Hierarchy
● Add a check-box : Is an ‘Alpha’ ? (False by default)
● If FALSE, display a field in which we can choose its ‘Alpha’ (Only the ones
that are alphas can be chosen)
● If TRUE, display all animals of the group that have this animal as the ‘Alpha’
BUT do not let users add animals to that list, it should not be editable

⇒ Of course, this animal hierarchy shouldn’t be possible between species (A cat

cannot have a dog set as its alpha)
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
Perfect the list view

To avoid displaying too much information at once, only display animals

per batch of 25 in the list view. Otherwise, the users are overwhelmed
with information.
Time is up !
Final word

● Know the limits

● Make sure you master Odoo’s data structure
● Observe and be curious
● Plan in advance and challenge every choice
● Remember, when in doubt...
 2020

PROFESSIONAL SERVICES

Thank you.
#TfFC