For the client, we have implemented the basic Dropbox workflow in Odoo 19. The integration allows folders to be created automatically based on defined rules. In the Dropbox rules, we can specify the model where the “Create Dropbox Folder” button should be visible, define a domain to control which records are applicable, and configure dynamic naming for the folders. A template folder can also be configured. When creating a new Dropbox folder, a pop-up asks whether the user wants to copy the contents of the template folder into the newly created folder.
Authentication
The Provider is selected as Dropbox, and the Client ID and Client Secret are entered to establish the Dropbox connection. Since the Access Token expires within 4 hours, a Refresh Token is used to obtain a new access token automatically. By clicking “Authenticate with Dropbox”, the Dropbox authentication process is completed, and the Access Token and Refresh Token are automatically generated and updated. This allows Odoo 19 to maintain the Dropbox connection without requiring the user to authenticate again whenever the access token expires.
Rules
In this example, the Model is selected as Sales Order, so the Create Dropbox Folder button will be available on the Sales Order form. The Domain is set to Status = Quotation, so the button will be visible only when the Sales Order is in the Quotation state. The Parent Folder specifies where the new Dropbox folder will be created. The Folder Naming Pattern defines the name of the newly created folder based on the Sales Order. If a Template Folder is configured, when creating the Dropbox folder, a popup will ask whether you want to copy the template folder contents into the new folder or create an empty folder.
Create Dropbox folder in quotation state
Copy content of Template folder
Link to created folder
The “Open Dropbox Folder” button on the Sales Order redirects the user to the File Manager UI in Odoo, where the Dropbox folder created for that particular Sales Order is displayed and can be accessed through Odoo. At the same time, a link is added to the Sales Order Chatter when the Dropbox folder is created. Clicking the Chatter link redirects the user directly to the corresponding folder in their Dropbox account. Thus, the button provides access through Odoo’s File Manager, while the Chatter link provides direct access to the actual Dropbox folder.
File Manager in Odoo Dropbox
The Parent Folder is configured as /SaleQuotation, which is displayed in the File Manager as the parent location for all Sales Order folders. Under this parent folder, the folder name is generated dynamically using the Sales Order name ({name}). For example, when the Sales Order is S00021, a folder named S00021 is automatically created under /SaleQuotation. The newly created Sales Order folder contains the complete content of the configured Template Folder, including its folders and files. This ensures that each Sales Order gets its own folder with the predefined template structure and content.
Folder in Dropbox account
Link to the record where the folder already exists
When creating a folder, check whether a folder with the same name already exists under the parent folder. If it exists, show a pop-up asking whether the user wants to link the existing folder to the record. If the user chooses No, no new folder should be created.
In the Dropbox folder under Sale Quotation, a folder named S00022 already exists.
When creating a new folder for the quotation S00022, the folder name is generated based on the rule, which uses the record name. Since a folder named S00022 already exists under the configured parent folder in Dropbox, a pop-up will be displayed asking whether you want to link the existing folder or not.
If the user clicks “Yes, Link It”, the system links the existing Dropbox folder to the current Sales Order record, S00022. The existing folder at /SaleQuotation/S00022 is not recreated or duplicated; instead, it is associated with the S00022 record so that the Sales Order can access and use the already existing Dropbox folder.
Conclusion
The Dropbox integration in Odoo 19 provides an easy way to create, manage, and link Dropbox folders with Odoo records. Users can automatically create folders based on defined rules, copy template folder contents, or link an existing folder when it is already available. The integration also provides access through the Odoo File Manager and direct Dropbox links in the record Chatter. This helps keep documents organized, avoids duplicate folders, and makes it easier to manage Sales Order documents between Odoo and Dropbox.