What are the Basic Views in Odoo 18?

Introduction

The Odoo 18 system operates as a flexible and open-source ERP solution that uses modular structures to optimize business workflow management. The key design feature of Odoo is its views which establish both user interface presentation rules and user interaction capabilities. For optimizing workflows inside the system it becomes crucial to understand these views.

Understanding Views in Odoo

What Are Views in Odoo?

The XML-based templates found in Odoo serve the purpose of showing records to end users. The appearance as well as both layout and fields of data structure within a module is determined by views.

Importance of Different Views

The different views fulfill distinct operational requirements one from another. The system offers two features: one enables data insertion and the other displays graphical displays of records to aid better decision-making. The selected view determines both operational speed and the user interface.

Types of Basic Views in Odoo 18

1. Form View

In the Form View users can see complete details from a solitary record. People often use this display method to input data while modifying existing records.

Example: Editing a customer’s details in the Sales module.

2. Tree (List) View

Multiple records appear in the Tree View which is also referred to as List View through its tabular display format. The system enables efficient management of big data collections through its features.

Example: Viewing a list of invoices.

3. Kanban View

Kanban View creates a visual representation of records through draggable cards. Task management and workflow systems use this interface type to achieve their objectives.

Example: Managing sales pipelines in the CRM module.

4. Calendar View

Users can schedule meetings more efficiently through the Calendar View since it provides clear date visualizations.

Example: Tracking employee leaves.

5. Gantt View

The Gantt View helps users track project timing through a timeline display for records.

Example: Managing project deadlines.

6. Graph View

Data processing within Graph View happens through visual presentation of bar, pie and line graphs.

Example: Sales performance analysis.

7. Pivot View

Users can analyze big data using Pivot View because it provides tools to both summarize and handle large data collections.

Example: Sales revenue breakdown by region.

8. Dashboard View

Dashboard View consolidates multiple reports and metrics into a single interface for quick insights.

Example: Monitoring key business KPIs.

9. Activity View

Using Activity View allows users to follow upcoming deadlines and tasks thus improving task supervision. The flow of customer leads receives follow-up attention through this application.

Example: Following up on customer leads.

10. Cohort View

The cohort analysis tool facilitates the observation of longer-term data patterns especially for lifecycle data management and student retention studies.

Example: Tracking customer retention rates.

11. Map View

The geographic data visualization runs through Map View.

Example: Visualizing customer locations.

12. Search View

The data retrieval becomes more efficient for users because Search View enables effective record filtering and searching.

Example: Searching for specific invoices.

Customizing Views in Odoo 18

How to Modify Existing Views

Both XML code and the Odoo Studio module enable users to customize their view screens.

XML Customization

More experienced users modify existing views through XML code to implement changes such as field addition or removal and layout design alteration and business aspect implementation.

Using Odoo Studio for Customization

Through Odoo Studio users gain the ability to create UI changes easily without writing any code.

Best Practices for Using Views in Odoo

The selection of proper views suits different business operations.

Business requirements determine the selection of appropriate views for better operational efficiency.

Improving User Experience with Views

View visualization as a user interface optimization method leads to better user experience with improved operational effectiveness.

Conclusion

The ERP System Odoo 18 adjusts its display functions to suit different types of business requirements. Users who utilize different views efficiently within the system achieve improved performance while delivering enhanced overall operational experience. To address all business demands Odoo provides structured data entry forms along with graphical analytics within a structured interface.

FAQs

1. Users can access the standard layout of Odoo through what default view?

The standard default screen displays depends on the selected module but the Tree View (List View) remains the standard default view.

2. Can Users create a custom view in Odoo?

Yes, Users can make custom views in Odoo through XML coding and the functionality of the Odoo Studio module.

3. How do Users switch between views in Odoo?

Users can access various views through the view selection buttons which appear inside the module interface.

4. What is the difference between Kanban and List View?

Users can find Kanban View more interactive and visual compared to the data-intensive List View.

5. How can I optimize Odoo views for better performance?

Data performance can be enhanced through view optimization that includes restrict field display limits and blanking entries and employing data caching and selection filters.

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