How to Configure Client Action in Odoo 18: A Step-by-Step Guide

 Many businesses today consider Odoo as one of the most adaptable ERP solutions which provides comprehensive tools for operational optimization and resource management as well as enable efficient growth. The ability to tailor client actions stands as a main characteristic which contributes to Odoo's flexibility. Business owners alongside developers need to understand client action configuration because it facilitates the enhancement of their Odoo experience. This guideline shows the complete setup process for client actions in Odoo 18 while introducing the Linkly function of Odoo which enables simple record and action linking.

What Are Client Actions in Odoo?

Client actions in Odoo act as customized behavioral and workflow definitions which you can use for controlling how users interface with the system. Client actions in Odoo lead to triggering a subset view display along with executing Javascript commands which may include web page redirection to external URLs as needed. The ability to manage user interaction with the system makes client actions an essential customization tool for the system.

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Why Configure Client Actions?

By organizing client operations, you will enhance customer interaction through 3 key functions:

1. Streamlining workflows: Workflows become optimized through automated task systems which minimize manual operation.
2. Enhancing usability: Business-optimized user interfaces that promote ease of use should be developed.
3. Improving efficiency: Through this feature users will get routing to the most significant actions and information in a speedy manner.

The implementation of client actions solves all cases from developing exceptional dashboards to integrating external tools and building intuitive user pathways.

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Step-by-Step Guide to Configure Client Action in Odoo 18

Step 1: Define the Client Action in XML

The first step is to define your client action in an XML file. This file will specify the action's name, type, and target.

xml

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<record id="custom_client_action" model="ir.actions.client">

    <field name="name">Custom Client Action</field>

    <field name="tag">custom_action_tag</field>

    <field name="params" eval="{'model': 'sale.order', 'action': 'open'}"/>

</record>

Run HTML

In this example, we’ve created a client action named "Custom Client Action" with a tag custom_action_tag. The params field allows you to pass additional data to the action.

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Step 2: Implement the JavaScript Function

Next, you need to implement the JavaScript function that will handle the client action. This function will define what happens when the action is triggered.

javascript

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odoo.define('custom_module.CustomClientAction', function (require) {

    "use strict";

 

    var AbstractAction = require('web.AbstractAction');

    var core = require('web.core');

 

    var CustomClientAction = AbstractAction.extend({

        template: 'CustomClientActionTemplate',

        events: {

            'click .custom-button': '_onCustomButtonClick',

        },

 

        init: function (parent, action) {

            this._super.apply(this, arguments);

            this.model = action.params.model;

            this.action = action.params.action;

        },

 

        _onCustomButtonClick: function () {

            alert('Custom Button Clicked!');

        },

    });

 

    core.action_registry.add('custom_action_tag', CustomClientAction);

    return CustomClientAction;

});

This JavaScript code defines a custom action that displays an alert when a button is clicked. The custom_action_tag links the XML definition to this JavaScript function.

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Step 3: Add the Template (Optional)

If your client action requires a custom UI, you can define a template using Odoo’s QWeb templating engine.

xml

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<template id="CustomClientActionTemplate">

    <div class="custom-client-action">

        <h1>Welcome to the Custom Client Action</h1>

        <button class="custom-button">Click Me!</button>

    </div>

</template>

Run HTML

This template creates a simple interface with a heading and a button.

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Step 4: Add the Action to a Menu (Optional)

To make your client action accessible, you can add it to a menu item in Odoo.

xml

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<menuitem id="custom_menu_item" name="Custom Action" action="custom_client_action" parent="main_menu"/>

Run HTML

This code adds the client action to the main menu, allowing users to access it easily.

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Best Practices for Configuring Client Actions

1. Keep It Simple: The action should remain easy to accomplish by reducing unnecessary complexity. Your effort should address one distinct obstacle.
2. Test Thoroughly: Ambient testing must confirm that the action operates without problems on diverse browser platforms and mobile gadgets.
3. Use Meaningful Names: Names should be descriptive for both actions and tags and for templates.
4. Document Your Code: Add comments to both XML and JavaScript files because this documentation will improve understanding among readers.

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Conclusion

Customization and enhancement of your ERP system are possible through the implementation of client actions in Odoo 18. Implementing these guide instructions enables users to build custom workflows which boosts both user experience and maximizes Odoo functionality. Client actions grant you the flexibility required to perform task automation and develop interfaces with external tools as well as design personalized interfaces.

You should hire an Odoo Implementation Consultant to implement advanced customizations and establish your business configuration for Odoo. An Odoo Implementation Consultant brings expertise that saves time and ensures best practices for delivering a solution which achieves your business goals exactly.

The time has arrived to enhance your Odoo development journey. Contact us today to get started!

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By following this guide, you’ll not only master client actions but also create a more efficient and user-friendly Odoo environment. Happy customizing!