Allow to add actions on DMS Documents selected on a directory.
auto_awesome What this module does
AI-generated from the code · Odoo 14.0Lets 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
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: 2026-11-03Confirmation status: 1 confirmed, 8 with no information of 9 versions.
Sources · Odoo 14.0
Confirmed on 2026-11-03 in branch 14.0 of OCA/dms.
terminal Installation and usage
OCA documentation · Odoo 14.0Configuration
Source · Odoo 14.0- Create some server actions over a
dms.file - Create a DMS action on
DMS > Configuration > Actionsusing the server action - On a DMS Folder add the action
Usage
Source · Odoo 14.0On 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.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
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.