Odoo Essentials
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Odoo Basics
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Certification
Navigating Odoo
In this video, we review:
- Tips and tricks for navigating Odoo
- Filtering, grouping, and favorites
- Views
Good to Know!
- Quick Search Menu: Simply start typing from the home screen and Odoo will provide app and menu item results that you can click on to quickly navigate to your intended location.
- Use Breadcrumbs: Odoo provides breadcrumbs as you navigate from one record to another; use these to your advantage to jump back to previous records wtihout losing any context. Work to get out of the habit of using the back button and refresh on your browser!
- Expand or Decrease Visible Record Set: Note that you can edit the number of records being displayed simply by clicking on the number of displayed records and modifying it.
Filtering + Grouping + Favorites
- Fast Search: Simply select the field you wish to search from the dropdown when entering a search term.
- Add Filters to provide both "or" and "and" filtering logic.
- Group By certain fields; note that not all fields are capable of being grouped by. Additionally, when in a Kanban view, you can only group by one field at a time.
- Use Favorites to save and use by default or share common filtering and grouping configurations.
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1.
What is the maximum number or records Odoo can display in list view?
3.
When you "add a condition" on a filter, this creates an:
4.
To quickly see your scheduled activities for the day, you would:
5.
Which statement about the kanban view is false?
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