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Management System - Action Template

mgmtsystem_action_template folder_open OCA/management-system open_in_new
Management System License: AGPL-3

This module add management of template for Actions.

  • new Action Template model to set default values
  • new field to select an Action Template to fill predefined fields automatically

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Create reusable Action Templates and apply them to management system actions so that the title, response type, description, responsible person and tags are filled in automatically.

This module adds a new Action Template concept to the Management System app. Users can create templates that store a title, a response type, a description, a responsible person and a set of tags.

Templates are managed from a new 'Action Templates' menu under the Management System configuration menu. The list and form screens let users search and filter templates by name, response type, responsible and tags.

On a normal management system action, a new 'Reference Template' field appears after the tags. When a user picks a template, the action is automatically filled in: the title becomes 'NEW' followed by the template title, and the response type, description, responsible person and tags are copied from the template. This saves time and keeps recurring actions consistent.

The module extends the existing mgmtsystem.action model and adds the new mgmtsystem.action.template model. All internal users can read, create, edit and delete templates.

Depends on

mgmtsystem_action
Models and fields (2)
  • mgmtsystem.action · extends an existing modeltemplate_id
  • mgmtsystem.action.template · new modelname, tag_ids (Tags), user_id, description, type_action (Response Type)

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: 7 confirmed, 2 with no information of 9 versions.

Sources · Odoo 18.0

Confirmed on 2026-11-03 in branch 18.0 of OCA/management-system.

terminal Installation and usage

OCA documentation · Odoo 18.0

Usage

Source · Odoo 18.0

Action Template - Define

  • Go to Management System → Configuration → Action Templates
  • Create a new Template
  • Fill fields with predefined values

Action Template - Use

  • Go to Management System → Actions
  • Create new Action
  • Select Reference Template: the fields Title (name), Type, Responsible, Tags and Description are filled with Template values
  • Procede with Action completion

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.