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Simple forms in mail activities

mail_activity_form folder_open OCA/social open_in_new
Discuss License: AGPL-3

This module allows you to provide some markup in the default_description field of mail.activity.type, which makes some portions of the note field of resulting mail.activity records editable and others computed.

With this, you can implement form based workflows where you have to fill in certain forms at certain times, and have to prove later what you filled in when as mail activities, while still being able to access the data filled in programmatically afterwards.

auto_awesome What this module does

AI-generated from the code · Odoo 13.0

Lets you turn activity descriptions into fill-in forms with editable fields and automatically calculated fields, so users must complete the form and cannot change the rest of the text.

This module extends Odoo's activities (the to-dos you schedule on records) so that the description of an activity type can act as a form. When you configure an activity type, you can mark parts of its default description as editable, meaning the user is expected to fill them in, and other parts as computed, meaning Odoo calculates them automatically from the values entered and from the record the activity is attached to.

  • Activity types that contain such markers are detected automatically and flagged as using forms.
  • When a user creates or edits an activity of such a type, Odoo checks that only the editable parts were changed; if the user alters any other part of the text, an error message appears and the change is refused.
  • Computed parts are recalculated and written back into the activity description whenever the activity is saved or opened, so the calculated values stay up to date.
  • Values can be numbers or text, and formulas can use the values filled in by the user, constants defined in the template, and fields of the related record or of the activity itself.
  • The module touches the activity and activity type models (mail.activity and mail.activity.type) and adds a technical flag on activity types indicating whether their description is a form.

There are no new menus or screens; everything happens inside the existing activity scheduling and editing windows.

Depends on

mail
Models and fields (2)
  • mail.activity · extends an existing model
  • mail.activity.type · extends an existing modeluses_forms

Text generated by AI (DeepSeek) from reading the Odoo 13.0 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 13.0

This module adds some attributes that can be used in the default_description field of mail.activity.type:

data-form-id A name used to refer to the content of this node afterwards data-form-type One of 'float', 'int', 'str' data-form-editable Only nodes marked with this attribute may be edited in activities data-form-compute An expression to evaluate, object can be used to access values of the object the activity is attached to, and activity for the activity itself

Note that the above implies that you shouldn't use object and activity in the data-form-id attribute.

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.