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By: Arunima V

How to Configure the Advanced Kanban View in Odoo 16

Technical Odoo 16

Different types of views are present in Odoo, which helps users better understand the data. In this blog, we are going to discuss the Advanced Kanban view in Odoo 16.

The data are graphically represented as cards in Kanban view, and the records can be grouped for better visualisation.

Let’s have a look at a Kanban view for the model project.task in Odoo.

Let's see how we can use the different parameters in Kanban tag.

<kanban
   default_group_by="stage_id"
   class="o_kanban_small_column o_kanban_project_tasks"
   on_create="quick_create"
   quick_create_view="project.quick_create_task_form"
   examples="project"
   js_class="project_task_kanban" sample="1">

It is a kanban tag defined for project.task.

on_create

It allows to create record from kanban view itself.

on_create = “quick_create”  option is used for creating records quickly from the kanban view itself.

How to Configure the Advanced Kanban View in Odoo 16-cybrosys

The plus icon allows you to create and edit records.

‘Quick_create_form_view’ allows you to specify which form view should open while creating a record using this ‘+’ symbol.

How to Configure the Advanced Kanban View in Odoo 16-cybrosys

We can also give a window action record id as its value.

<kanban
           class="oe_background_grey o_kanban_dashboard o_project_kanban o_emphasize_colors"
           on_create="project.open_create_project"
           action="action_view_tasks" type="object"
           sample="1"
           default_order="sequence, name, id"
       >

<record id="open_create_project" model="ir.actions.act_window">
   <field name="name">Create a Project</field>
   <field name="res_model">project.project</field>
   <field name="view_mode">form</field>
   <field name="view_id" ref="project_project_view_form_simplified_footer"/>
   <field name="target">new</field>
   <field name="context">{"default_allow_billable": 1}</field>
</record>

action

It can be used in other views as well. Along with type=”object” we can give a python function name in this parameter. In action we can specify a python function, which will be executed while clicking on the kanban record.

default_order

Using this parameter we can specify in which order the kanban records should be visible in view. Here tasks will be displayed accordingly related to their sequence, name and id fields.

By default it will be sorting the ascending order of the field given in this parameter, but if we want to order the record using descending order, we can specify it as

default_order = “name desc”

default_group_by

This parameter is used to group the kanban cards by a field. In the above example, the tasks are grouped by stages.stage_id is a field in project task.

How to Configure the Advanced Kanban View in Odoo 16-cybrosys

examples

If set to a key in the KanbanExamplesRegistry, examples on column setups will be available in the grouped Kanban view.

group_create

group_create is used to create a new column in Kanban view. It’s default value is True, that is, if we didn’t specify this parameter in the kanban tag, it will be ‘true’ by default.

How to Configure the Advanced Kanban View in Odoo 16-cybrosys

Adding a column can be prevented by giving group_create = “false”

group_delete

This parameter is used to remove a group.By default its value is true.

How to Configure the Advanced Kanban View in Odoo 16-cybrosys

If we want to disable this feature, we can give group_delete=’false’ in the Kanban tag.

group_edit

It is used to edit a group.group_edit will be true by default. If we wish to disable this feature, we can give group_edit=”false”.

How to Configure the Advanced Kanban View in Odoo 16-cybrosys

This option will be unavailable if we give group_edit=”false”.

archivable

Archivable option is also related to a group in Kanban view. It is used to archive and unarchive a group.

How to Configure the Advanced Kanban View in Odoo 16-cybrosys

While specifying archivable=”false”, the Archive All and Unarchive All options will be removed.

records_draggable

This parameter allows you to drag and drop Kanban cards into different groups. Its default value is "true." If records_draggable=”false”, then drag and drop of Kanban records will be impossible.

Progress bar

It is used to have a progress bar at the top of a kanban group.

‘progressbar’ is defined inside the kanban view definition.

Below is an example of usage of progressbar in CRM leads

<progressbar field="activity_state" colors='{"planned": "success", "today": "warning", "overdue": "danger"}'/>

Two parameters can be used inside the progressbar, field, and colors

field: The progress bar will be displayed based on this field

colors: The various colors used in the progress bar are a success, warning, danger, and muted. We can assign these colors as the values to the required field.

Another optional parameter that can be used in the progress bar is sum_field.

sum_field: To get the sum of a particular field,

Below is an example of progress bar in CRM lead

How to Configure the Advanced Kanban View in Odoo 16-cybrosys

In conclusion, Odoo 16 offers an advanced Kanban view that provides an interactive and visually appealing interface. The view has several features that make it more efficient and user-friendly, such as the ability to group, filter, and sort records and drag-and-drop functionality for quick and easy management of data.


If you need any assistance in odoo, we are online, please chat with us.



1
Comments

samer sarhan

Very Useful, We need to know what is the different avalibale classes for the kanban view, it is a little confusing thank you so much

14/05/2023

-

3:24PM



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