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Dms File Sequence

dms_file_sequence folder_open OCA/dms open_in_new
Document Management License: AGPL-3

This module adds a configurable sequence for dms file records.

auto_awesome What this module does

AI-generated from the code · Odoo 17.0

Automatically assigns a unique sequence code to every document in the Documents app and shows it in the file name, list, kanban and search views. Administrators can change how the code and name are combined in Settings.

This module gives each document in the Documents app a unique reference number, similar to an invoice number. When a new file is created, Odoo automatically fills in a sequence code using a yearly sequence (for example 2024-00001) and, if no name is given, uses that code as the file name.

Where it appears: - On the document form, a new Sequence Code field is shown above the content group. - In the list and kanban views, the combined display name replaces the plain file name. - In the search bar, typing a term also searches the sequence code. - In Settings, under the Documents section, a 'File Display Name' setting lets you choose the pattern used to build the displayed name, using %(sequence_code)s and %(name)s.

Business rules and automatic behaviour: - A sequence code is generated automatically on creation and cannot be edited by users. - The sequence code must be unique; duplicates are blocked. - A file name is required, and if left empty it is filled with the sequence code. - The displayed name is computed from the configured pattern, defaulting to 'code - name'.

It touches the dms.file model and the general settings screen (res.config.settings).

Depends on

dms
Models and fields (2)
  • dms.file · extends an existing modelname, sequence_code
  • res.config.settings · extends an existing modeldms_file_display_name_pattern

Text generated by AI (DeepSeek) from reading the Odoo 17.0 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 17.0

Usage

Source · Odoo 17.0

To use this module, you need to:

  • Navigate to Settings > Technical > Parameters > System Parameters.
  • Setup a custom sequence on System parameter called dms_file_sequence.display_name_pattern
  • Test it when create a new record, by default if name is Test and sequence code 01 the display name will be 01 - Test

No verified information in OCA: Installation, Configuration.

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.