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Use custom task code in customer portal

Project description

Odoo Community Association

Project Task Code Portal

Beta License: AGPL-3 OCA/project Translate me on Weblate Try me on Runboat

This module implements task codes in the portal. It allows users to:

  • Use task codes instead of IDs in portal URLs.

  • Search for tasks by their unique code.

  • Display task codes in portal task views.

  • Display in the task the URL to access to the task from the portal for easy sharing.

Table of contents

Use Cases / Context

Business Need

Task codes provide great flexibility for backend users. However portal users still have to deal with task id’s instead of task codes, which can be misleading and create potential issues.

Approach

This module extends the standard project portal by allowing:

  • Searching for tasks by their unique code.

  • Displaying the task code in both list and detail views.

  • Generating reports that include the task code.

Use Cases

  • Clients can directly access a task via a URL containing the task code.

  • Support teams can quickly locate a task using its unique identifier.

Configuration

No configuration is required.

Usage

This module will replace the “ID” field with the “Code” in the following portal views:

  • Task list (including the project task list)

  • Task page

  • Task search

It will modify the portal URLs as follows:

  • Before: https://example.com/my/tasks/<task_id>

  • After: https://example.com/my/tasks/<task_code>

Changelog

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

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

Credits

Authors

  • Cetmix OÜ

Contributors

  • Cetmix:

    • Ivan Sokolov

    • Anatol Mikheev

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/project project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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