Odoo Project Kanban tool
For the projects I manage with my customers, I use the great Odoo Project-app with Kanban board. There's no need anymore to work with Trello or Microsoft Tasks/Planner. Everything I need for my project management is integrated within Odoo..
When I work together with employees of my customers, I give them portal-access, and make them member of the project we work on. This works great and is loved by my customers also.
As always: nothing is perfect...
There was a small issue that I didn't appreciate: when an employee of my customer logs on to my customer portal, they not only see their projects and tasks, but also quotations, sale orders and invoices of their company. This is because they are a contact below the company in Odoo.
For most Odoo-users this would be fine. But for me it is not, because most project-members don't need to know anything about financials.
... but this time possible to make!
Thanx to Odoo's great flexiblity, we can change this. Important is to do it in a correct way to make it future proof.
A simple option is to set certain 'views' in Odoo to non-active. However, this creates the risk that in a future update, Odoo itself will set this back to active, as they are Odoo's default views.
Better to create a new view, as an extension of the default view. This will be preserved during upgrades, or you will get a warning about it if the modification is no longer correct. This way you also guarantee the operation of the adaptation in the future..
I did the following:
- Activate Developer-modus (debug)
- Navigate to Settings -> Technical -> Views
- Create a new view (
`Portal - hide elemens`) and let it inherit fromMy Portal. - Paste below XML in the architecture-field:
<data priority="99">
<!-- remove Invoices & Bills -->
<xpath expr="//t[@t-value="'/my/invoices'"]/.." position="replace"/>
<!-- remove Sales Orders & Quotations -->
<xpath expr="//t[@t-value="'/my/quotes'"]/.." position="replace"/>
<xpath expr="//t[@t-value="'/my/orders'"]/.." position="replace"/>
</data>
The result
After saving this, our users get a nice clean list when logging in:
