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Field Service Activity

fieldservice_activity folder_open OCA/field-service open_in_new
Field Service License: AGPL-3

A Field Service Activity gives the user the ability to define a list of tasks/activities on a service order

The user can add tasks/activities to the FSM order to the ones created from the template.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Add a checklist of activities to Field Service orders and templates. Users can mark each activity as complete or cancelled, and required activities must be finished before the order can be completed.

This module adds an "Activities" tab to Field Service orders and to Field Service templates. On a template, you build a reusable list of activities; when an order is created from that template, the same activities are copied onto the order automatically.

Each activity has a name, an optional reference, a sequence for ordering, and a status of To Do, Completed or Cancelled. On the order, users can add extra activities, reorder them, and use the Complete or Cancel buttons on each line. Completing an activity records who completed it and when.

A business rule is enforced: if an activity is marked as required and is still To Do, Odoo blocks the completion of the whole service order and shows a message naming the missing activity. When the order is completed, all remaining activities are automatically marked as done.

The module touches fsm.order, fsm.template and the new fsm.activity model. Field Service users can read and update activities; managers can also create and delete them.

Depends on

Models and fields (3)
  • fsm.order · extends an existing modelorder_activity_ids
  • fsm.activity · new modelref (Reference), name, state, required, sequence, completed, completed_by, completed_on, fsm_order_id, fsm_template_id
  • fsm.template · extends an existing modeltemp_activity_ids

Text generated by AI (DeepSeek) from reading the Odoo 19.0 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: 8 confirmed, 1 with no information of 9 versions.

Sources · Odoo 14.0

Confirmed on 2026-11-03 in branch 14.0 of OCA/field-service.

terminal Installation and usage

OCA documentation · Odoo 19.0

To use this module, you need to:

  • Go to Field Service > Configuration > Settings.
  • Activate Manage Order Templates and save.

Activities in a FSM Order

  • Go to the Field Service application.
  • Create or select an FSM Order.
  • Under the Activities tab, add as many activities as needed.

FSM Order Activities Tab

Activities in a FSM Order Template

  • As a user with Settings access, go to Field Service > Configuration > Settings.
  • Activate Manage Order Templates and save.

Field Service Settings Manage Templates

  • As a Field Service User, go to Field Service > Master Data > Templates.

Field Service Templates

  • Under the Activities tab, create or add activities.

Field Service Template Activities

Using a template with activities for a FSM Order

  • From the form view of an FSM Order, choose the template you created the activities for.
  • Under the Activities tab, the template activities are copied onto the order.

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.