How to Create Kanban View in
Odoo 18
Enterprise
Enterprise
In Odoo 18, the Kanban view displays records as draggable cards in
columns, offering a clear, interactive way to track workflow progress.
Introduction
Enterprise
The Kanban view in Odoo is a visual interface that organizes records
into cards across columns, representing different stages of a process. It
is used to manage tasks, workflows, or any categorized data, allowing
users to easily track progress by moving cards between stages. This
layout provides an intuitive, drag-and-drop system for better visibility
and control over ongoing activities.
Kanban View
Enterprise
Enterprise
1. Define Your Model
2. Create the Kanban View
Steps to Create a Kanban View in
Odoo 18
Enterprise
In Odoo, every process starts with a model representing a business
entity. For this example, we’ll create a model called 'test.model' with
fields like name, description, and state.
1. Define your model
Enterprise
Enterprise
Now let us define the kanban view for ‘test.model’
2. Create the Kanban View
Enterprise
Enterprise
In Odoo, a Kanban view is defined using XML. Key elements include:
Root Element: <kanban> – This element starts the Kanban view and
defines key attributes like responsiveness, quick creation options, and
sample data behavior.
Fields: <field> – These tags display specific model fields on Kanban
cards. You can apply classes, styles, and widgets to format the field
data.
Explanation of Kanban View Attributes
Enterprise
Templates: <templates> – Define the layout of each card. The card
template is used to organize how fields appear, with HTML and CSS
controlling the visual structure.
Progress Bars: <progressbar> – Used to visually represent progress or
states, with colors assigned to different states for a quick overview.
Footer Section: – Organize fields within footer section of the card, often
using <div> tags for layout control.
Explanation of Kanban View Attributes
Enterprise
Now let us add related action and menu item .
Explanation
Enterprise
Enterprise
This XML snippet defines an action and menu item:
Action:
Creates a window action for test.model with Kanban and Form views.
Links the Kanban view using view_id.
Menu Item:
Adds a "Products" menu item to access the test.model using the defined
action.
Explanation
Enterprise
Enterprise
Designing a Kanban view in Odoo 18 is a straightforward and
efficient process that can greatly improve your team's performance
and streamline workflow management. By following a few simple
steps, you can customize the Kanban view to meet your specific
needs, resulting in a more organized and productive workspace.
Conclusion
For More Info.
Check our company website for related blogs
and Odoo book.
Check our YouTube channel for
functional and technical videos in Odoo.
Enterprise
www.cybrosys.com

How to Create Kanban View in Odoo 18 - Odoo Slides

  • 1.
    How to CreateKanban View in Odoo 18 Enterprise
  • 2.
    Enterprise In Odoo 18,the Kanban view displays records as draggable cards in columns, offering a clear, interactive way to track workflow progress. Introduction
  • 3.
    Enterprise The Kanban viewin Odoo is a visual interface that organizes records into cards across columns, representing different stages of a process. It is used to manage tasks, workflows, or any categorized data, allowing users to easily track progress by moving cards between stages. This layout provides an intuitive, drag-and-drop system for better visibility and control over ongoing activities. Kanban View
  • 4.
  • 5.
    Enterprise 1. Define YourModel 2. Create the Kanban View Steps to Create a Kanban View in Odoo 18
  • 6.
    Enterprise In Odoo, everyprocess starts with a model representing a business entity. For this example, we’ll create a model called 'test.model' with fields like name, description, and state. 1. Define your model
  • 7.
  • 8.
    Enterprise Now let usdefine the kanban view for ‘test.model’ 2. Create the Kanban View
  • 9.
  • 10.
    Enterprise In Odoo, aKanban view is defined using XML. Key elements include: Root Element: <kanban> – This element starts the Kanban view and defines key attributes like responsiveness, quick creation options, and sample data behavior. Fields: <field> – These tags display specific model fields on Kanban cards. You can apply classes, styles, and widgets to format the field data. Explanation of Kanban View Attributes
  • 11.
    Enterprise Templates: <templates> –Define the layout of each card. The card template is used to organize how fields appear, with HTML and CSS controlling the visual structure. Progress Bars: <progressbar> – Used to visually represent progress or states, with colors assigned to different states for a quick overview. Footer Section: – Organize fields within footer section of the card, often using <div> tags for layout control. Explanation of Kanban View Attributes
  • 12.
    Enterprise Now let usadd related action and menu item . Explanation
  • 13.
  • 14.
    Enterprise This XML snippetdefines an action and menu item: Action: Creates a window action for test.model with Kanban and Form views. Links the Kanban view using view_id. Menu Item: Adds a "Products" menu item to access the test.model using the defined action. Explanation
  • 15.
  • 16.
    Enterprise Designing a Kanbanview in Odoo 18 is a straightforward and efficient process that can greatly improve your team's performance and streamline workflow management. By following a few simple steps, you can customize the Kanban view to meet your specific needs, resulting in a more organized and productive workspace. Conclusion
  • 17.
    For More Info. Checkour company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com