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Helpdesk Ticket Stage Validation

helpdesk_mgmt_stage_validation folder_open OCA/helpdesk open_in_new
After-Sales License: AGPL-3

As the stage of a helpdesk ticket document progresses, it may be important for specific fields of the document be completed.

For example, when a helpdesk ticket enters the 'Complete' stage, the fields for 'Actual End Date' and/or 'Resolution Notes' should be set.

This module allows you to raise a Validation Error if the designated fields are not set when moving to a new stage. Since stages can be used for helpdesk ticket, workers, locations, or equipments, this logic is available to be applied to each document type.

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Lets you require certain ticket fields to be filled before a helpdesk ticket can move to a given stage, blocking the change with a clear error message if they are empty.

This module adds a rule to helpdesk tickets: each ticket stage can be configured with a list of fields that must be filled in before a ticket is allowed to enter that stage.

On the helpdesk ticket stage form, a new "Fields to Validate" field appears right after the email template field. There you pick one or more fields of the helpdesk ticket (for example resolution notes or an end date).

When a user changes the stage of a ticket, Odoo checks the selected fields on that ticket. If any of them is empty, the stage change is refused and a validation error is shown listing the ticket, the target stage and the missing fields. If all required fields are filled, the stage change goes through normally.

  • Configuration is done per stage, so different stages can require different fields.
  • The check runs automatically whenever the stage of a ticket changes.
  • The error message names the ticket, the stage and the fields that still need to be completed.
  • The rule applies to helpdesk.ticket and its stages (helpdesk.ticket.stage).

Depends on

helpdesk_mgmt
Models and fields (2)
  • helpdesk.ticket · extends an existing model
  • helpdesk.ticket.stage · extends an existing modelvalidate_field_ids (Fields to Validate)

Text generated by AI (DeepSeek) from reading the Odoo 18.0 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: 4 confirmed, 5 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 18.0

Configuration

Source · Odoo 18.0
  • Go to Helpdesk \> Configuration \> Stages
  • Create or select a stage
  • Select one or more fields to be validated

Usage

Source · Odoo 18.0
  • Follow steps outlined in Configuration.
  • User will receive validation error if a field is not set when attempting to move to a new stage.

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.