odoo-addon-helpdesk-stage-transition 16.0.1.0.2

Overview

The standard Odoo Helpdesk module allows users to move tickets between any stages freely, including dragging and dropping in the Kanban view. This module introduces a more controlled workflow by:

1. Defining Allowed Transitions: On each Helpdesk Ticket Stage, you can specify which other stages are valid “next stages”.

2. Dynamic Transition Buttons: In the Helpdesk Ticket form view, instead of a selectable Stage field, buttons are dynamically generated in the header for each valid next stage based on the current stage’s configuration. These buttons will always have a ‘primary’ style.

3. Restricting Stage Field: The standard Stage field in the ticket form is made invisible and readonly, forcing users to use the transition buttons.

4. Disabling Kanban Drag-and-Drop: To maintain workflow integrity, dragging and dropping tickets between stages in the Kanban view is disabled.

5. Visual Configuration for Stages: In the list/tree view of Helpdesk Ticket Stages, new fields Next Stages are available for quick overview and configuration.

Configuration

To configure stage transitions:

1. Navigate to Helpdesk > Configuration > Stages.

2. Select a stage to configure or create a new one.

3. In the form view, under the Stage Transitions section, you will find: * Next stages: A many2many field where you can select one or more stages that a ticket can transition to from the current stage. If no stages are selected here, any transition is implicitly allowed from this stage (standard Odoo behavior for this stage).

Usage

• Ticket Form View: * When a helpdesk ticket is in a particular stage, the header will display buttons corresponding to the Next stages configured for that current stage. * Clicking one of these buttons will move the ticket to the respective new stage. * The standard Stage field (dropdown or status bar) will not be directly editable through the usual means.

• Ticket Kanban View: * Tickets cannot be dragged and dropped between columns (stages).

• Stage List/Tree View: * Administrators can see the configured Next Stages directly in the list of stages.

Bug Tracker

Do not contact contributors directly about support or help with technical issues.

Credits