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