helpdesk_workflow_template_views.xml 16 KB

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  1. <?xml version="1.0" encoding="utf-8"?>
  2. <odoo>
  3. <!-- List View -->
  4. <record id="helpdesk_workflow_template_view_tree" model="ir.ui.view">
  5. <field name="name">helpdesk.workflow.template.tree</field>
  6. <field name="model">helpdesk.workflow.template</field>
  7. <field name="arch" type="xml">
  8. <list string="Workflow Templates" decoration-muted="active == False">
  9. <field name="sequence" widget="handle" invisible="1"/>
  10. <field name="name"/>
  11. <field name="stage_count" string="Stages" sum="Total Stages"/>
  12. <field name="sla_count" string="SLA Policies" sum="Total SLAs"/>
  13. <field name="team_count" string="Teams Using"/>
  14. <field name="active" widget="boolean_toggle"/>
  15. </list>
  16. </field>
  17. </record>
  18. <!-- Kanban View -->
  19. <record id="helpdesk_workflow_template_view_kanban" model="ir.ui.view">
  20. <field name="name">helpdesk.workflow.template.kanban</field>
  21. <field name="model">helpdesk.workflow.template</field>
  22. <field name="arch" type="xml">
  23. <kanban default_order="name" class="o_kanban_small_column" sample="1">
  24. <field name="name"/>
  25. <field name="active"/>
  26. <field name="stage_count"/>
  27. <field name="sla_count"/>
  28. <field name="team_count"/>
  29. <templates>
  30. <t t-name="card">
  31. <div class="oe_kanban_card oe_kanban_global_click">
  32. <div class="o_kanban_card_header">
  33. <div class="o_kanban_card_header_title">
  34. <div class="o_primary">
  35. <field name="name" class="fw-bold fs-5"/>
  36. </div>
  37. </div>
  38. </div>
  39. <div class="o_kanban_card_content">
  40. <div class="row mb-2">
  41. <div class="col-6">
  42. <div class="text-muted small">Stages</div>
  43. <div class="fw-bold"><field name="stage_count"/></div>
  44. </div>
  45. <div class="col-6">
  46. <div class="text-muted small">SLA Policies</div>
  47. <div class="fw-bold"><field name="sla_count"/></div>
  48. </div>
  49. </div>
  50. <div t-if="record.team_count.raw_value > 0" class="mt-2">
  51. <span class="badge bg-info">
  52. <i class="fa fa-users me-1"/>
  53. <field name="team_count"/>
  54. </span>
  55. </div>
  56. </div>
  57. </div>
  58. </t>
  59. </templates>
  60. </kanban>
  61. </field>
  62. </record>
  63. <!-- Form View -->
  64. <record id="helpdesk_workflow_template_view_form" model="ir.ui.view">
  65. <field name="name">helpdesk.workflow.template.form</field>
  66. <field name="model">helpdesk.workflow.template</field>
  67. <field name="arch" type="xml">
  68. <form string="Workflow Template">
  69. <header>
  70. <button name="action_view_teams" string="Teams Using This Template" type="object" class="oe_stat_button" icon="fa-users" invisible="team_count == 0">
  71. <field name="team_count" widget="statinfo" string="Teams"/>
  72. </button>
  73. <field name="active" widget="boolean_toggle" options="{'invisible': [('id', '=', False)]}"/>
  74. </header>
  75. <sheet>
  76. <group>
  77. <group>
  78. <field name="name" placeholder="e.g., Basic Support, Premium Support"/>
  79. <field name="description" placeholder="Describe this workflow template..."/>
  80. </group>
  81. </group>
  82. <notebook>
  83. <page string="Stages" name="stages">
  84. <field name="stage_template_ids" nolabel="1">
  85. <list string="Stages" editable="bottom" default_order="sequence">
  86. <field name="sequence" widget="handle"/>
  87. <field name="name" required="1"/>
  88. <field name="fold" widget="boolean_toggle"/>
  89. <field name="description"/>
  90. </list>
  91. </field>
  92. </page>
  93. <page string="SLA Policies" name="slas">
  94. <field name="sla_template_ids" nolabel="1">
  95. <list string="SLA Policies" editable="bottom" default_order="sequence">
  96. <field name="sequence" widget="handle"/>
  97. <field name="name" required="1"/>
  98. <field name="stage_template_id" required="1" domain="[('template_id', '=', parent.id)]"/>
  99. <field name="time" widget="float_time" required="1"/>
  100. <field name="priority" widget="priority"/>
  101. <field name="exclude_stage_template_ids" widget="many2many_tags"
  102. domain="[('template_id', '=', parent.id), ('id', '!=', stage_template_id)]"
  103. string="Excluded Stages"/>
  104. <field name="tag_ids" widget="many2many_tags" optional="hide"/>
  105. </list>
  106. <form string="SLA Policy">
  107. <sheet>
  108. <group>
  109. <group>
  110. <field name="name"/>
  111. <field name="sequence"/>
  112. <field name="stage_template_id" domain="[('template_id', '=', template_id)]"/>
  113. <field name="time" widget="float_time"/>
  114. <field name="priority" widget="priority"/>
  115. </group>
  116. <group>
  117. <field name="description"/>
  118. <field name="exclude_stage_template_ids" widget="many2many_tags"
  119. domain="[('template_id', '=', template_id), ('id', '!=', stage_template_id)]"
  120. help="Stages where time spent will NOT count towards the SLA deadline. Useful for 'On Hold' or 'Waiting for Customer' stages."/>
  121. <field name="tag_ids" widget="many2many_tags"/>
  122. </group>
  123. </group>
  124. </sheet>
  125. </form>
  126. </field>
  127. </page>
  128. <page string="Form Fields" name="form_fields">
  129. <field name="field_ids" nolabel="1">
  130. <list string="Form Fields" editable="bottom" default_order="sequence">
  131. <field name="sequence" widget="handle"/>
  132. <field name="field_id"
  133. domain="[('model', '=', 'helpdesk.ticket'), ('website_form_blacklisted', '=', False)]"
  134. options="{'no_create': True, 'no_open': True}"
  135. required="1"/>
  136. <field name="field_name" readonly="1"/>
  137. <field name="field_type" readonly="1"/>
  138. <field name="required"/>
  139. <field name="model_required" invisible="1"/>
  140. <field name="label_custom" placeholder="Custom label (optional)"/>
  141. <field name="placeholder" placeholder="Placeholder text"/>
  142. <field name="default_value" placeholder="Default value"/>
  143. <field name="help_text" widget="html" placeholder="Help text (HTML)"/>
  144. <field name="rows"
  145. string="Height (Rows)"
  146. invisible="field_type not in ['text', 'html']"/>
  147. <field name="input_type"
  148. string="Input Type"
  149. invisible="field_type != 'char'"/>
  150. <field name="selection_type"
  151. string="Selection Type"
  152. invisible="field_type not in ['selection', 'many2one']"/>
  153. <field name="widget"
  154. column_invisible="1"
  155. invisible="field_type not in ['one2many', 'many2many']"/>
  156. <field name="selection_options"
  157. widget="text"
  158. column_invisible="1"
  159. placeholder='[["value1", "Label 1"], ["value2", "Label 2"]]'
  160. invisible="field_type != 'selection' or field_id.relation"/>
  161. <field name="visibility_dependency"
  162. domain="[('model', '=', 'helpdesk.ticket'), ('website_form_blacklisted', '=', False)]"
  163. options="{'no_create': True, 'no_open': True}"
  164. placeholder="Select field for visibility condition"/>
  165. <field name="visibility_comparator"
  166. placeholder="Select comparator"/>
  167. <field name="visibility_condition"
  168. placeholder="Enter value to compare"
  169. invisible="visibility_dependency_type in ['many2one', 'selection']"/>
  170. <field name="visibility_condition_m2o_id"
  171. widget="dynamic_many2one"
  172. placeholder="Select value"
  173. invisible="visibility_dependency_type != 'many2one'"
  174. options="{'no_create': True, 'no_open': True}"/>
  175. <field name="visibility_condition_selection"
  176. placeholder="Select value"
  177. invisible="visibility_dependency_type != 'selection'"/>
  178. <field name="visibility_between"
  179. placeholder="End value for range (date/datetime)"
  180. invisible="visibility_comparator not in ['between', '!between']"/>
  181. <field name="visibility_dependency_type" invisible="1"/>
  182. <field name="visibility_condition_m2o_model" invisible="1"/>
  183. </list>
  184. <form string="Form Field">
  185. <sheet>
  186. <group>
  187. <group string="Field Configuration">
  188. <field name="field_id" required="1"/>
  189. <field name="sequence"/>
  190. <field name="label_custom"/>
  191. <field name="required"/>
  192. <field name="model_required" readonly="1"/>
  193. </group>
  194. <group string="Display Options">
  195. <field name="placeholder"/>
  196. <field name="default_value"/>
  197. <field name="selection_type"/>
  198. <field name="rows"/>
  199. <field name="input_type"/>
  200. <field name="help_text" widget="html"/>
  201. </group>
  202. </group>
  203. <group string="Visibility Conditions" col="4">
  204. <field name="visibility_dependency"/>
  205. <field name="visibility_comparator"
  206. invisible="not visibility_dependency"/>
  207. <field name="visibility_condition"
  208. invisible="not visibility_dependency"/>
  209. <field name="visibility_between"
  210. invisible="visibility_comparator not in ['between', '!between']"/>
  211. </group>
  212. </sheet>
  213. </form>
  214. </field>
  215. </page>
  216. </notebook>
  217. </sheet>
  218. </form>
  219. </field>
  220. </record>
  221. <!-- Search View -->
  222. <record id="helpdesk_workflow_template_view_search" model="ir.ui.view">
  223. <field name="name">helpdesk.workflow.template.search</field>
  224. <field name="model">helpdesk.workflow.template</field>
  225. <field name="arch" type="xml">
  226. <search string="Workflow Templates">
  227. <field name="name" string="Template Name"/>
  228. <filter string="Active" name="active" domain="[('active', '=', True)]"/>
  229. <filter string="Archived" name="inactive" domain="[('active', '=', False)]"/>
  230. <separator/>
  231. <filter string="Has Stages" name="has_stages" domain="[('stage_template_ids', '!=', False)]"/>
  232. <filter string="Has SLAs" name="has_slas" domain="[('sla_template_ids', '!=', False)]"/>
  233. <group expand="0" string="Group By">
  234. <filter string="Active" name="group_active" context="{'group_by': 'active'}"/>
  235. </group>
  236. </search>
  237. </field>
  238. </record>
  239. <!-- Action -->
  240. <record id="helpdesk_workflow_template_action" model="ir.actions.act_window">
  241. <field name="name">Workflow Templates</field>
  242. <field name="res_model">helpdesk.workflow.template</field>
  243. <field name="view_mode">kanban,list,form</field>
  244. <field name="context">{'search_default_active': 1}</field>
  245. <field name="help" type="html">
  246. <p class="o_view_nocontent_smiling_face">
  247. Create your first workflow template!
  248. </p>
  249. <p>
  250. Workflow templates allow you to quickly set up stages and SLA policies for helpdesk teams.
  251. Create a template with predefined stages and SLAs, then apply it to any team with one click.
  252. </p>
  253. </field>
  254. </record>
  255. <!-- Menu -->
  256. <menuitem id="menu_helpdesk_workflow_template"
  257. name="Workflow Templates"
  258. parent="helpdesk.helpdesk_menu_config"
  259. action="helpdesk_workflow_template_action"
  260. sequence="30"/>
  261. </odoo>