OdooWiki OCA HUB

Dms Action

dms_action folder_open OCA/dms open_in_new
Uncategorised License: AGPL-3

Allow to add actions on DMS Documents selected on a directory.

auto_awesome What this module does

AI-generated from the code · Odoo 14.0

Lets you define custom actions (server actions) that appear as buttons on DMS files, so users can run them directly from a file's form or kanban view.

This module adds a new concept of "DMS Action" to the Documents (DMS) app. An administrator can create actions under the DMS configuration menu (Actions), giving each a name, an icon, and linking it to a server action that runs on a DMS file. Each action can be assigned to one or more DMS directories.

On a directory form, a new "Actions" tab lets you choose which actions are available for files in that directory. When a file belongs to a directory with actions, its form view shows an alert with buttons for each action, and its kanban view shows a dropdown menu with the same actions. Clicking a button runs the linked server action on that file.

Business rules: only actions assigned to the file's directory can be executed; if a user tries to run an action not allowed for that directory, an error is raised. The module also adds a computed field that tells whether a file has any available actions, and the buttons only appear when there is at least one.

Access rights: regular DMS users can read actions but not create or modify them; DMS managers have full rights. The module touches the dms.action, dms.directory, and dms.file models, and adds a menu item under DMS configuration.

Depends on

dmsbase_sparse_field
Models and fields (3)
  • dms.file · extends an existing modelwith_actions, action_button
  • dms.action · new modelicon, kind, name, active, action_id, dms_directory_ids
  • dms.directory · extends an existing modeldms_action_ids

Text generated by AI (DeepSeek) from reading the Odoo 14.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 1 confirmed, 8 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 14.0
  • Create some server actions over a dms.file
  • Create a DMS action on DMS > Configuration > Actions using the server action
  • On a DMS Folder add the action

On DMS Files a new botton appear that allows us to Play the action. Press it and select one of actions.

No verified information in OCA: Installation.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.