Dynamic Customizable Filters for Odoo: Create Smart Filters Without Code
Overview
Managing large datasets in Odoo can quickly become overwhelming especially when the default filter options don't match your business needs. The CR Smart Filters module solves this by letting you build dynamic, real-time filters and group-by options for any Odoo model, without writing a single line of code. Whether you're filtering sales orders by delivery date, grouping records by status, or saving frequently used filters for your team, this module puts full control in your hands.
What Is the CR Smart Filters Odoo Module?
The CR Smart Filters module is an Odoo add-on that empowers users to create custom filters and group-by conditions directly from the Odoo interface. It eliminates the need for developer intervention whenever you need a new data view, making it ideal for operations teams, sales managers, and anyone who works with large record sets daily.
Compatible with all Odoo models and optimized for performance on large datasets, this module integrates seamlessly into your existing Odoo setup.
Features
- Dynamic Filters: Users can create real-time, custom filters for any model dynamically.
- Custom Grouping: Group records based on any field dynamically.
- User-Friendly Interface: Intuitive UI for setting up filters and group by conditions without needing technical knowledge.
- Save & Reuse Filters: Ability to save commonly used filters for quick access and reuse.
- Compatibility with All Models: Works seamlessly across all Odoo models, enhancing versatility.
- Dynamic Date Filters: User can create dynamic filters for the date fields (ex. to filter the "Last 15 Days", "Last Month" data).
- Performance Optimized: Efficiently handles large datasets without slowing down the system.
Work Flow
- User can create smart filters under the Technical >> Smart Filters menu.
- Let's create smart filter for Sale Order model.
- If user creating a date filter then user can also get a few suggested filter references.
- Filter Suggestion: If user wants to use filter from the filter suggestion then user can select that block.
- Type: Under the type field user can select either they want to create a filter or group by.
- Is Date Filter: User can select this checkbox if they are creating a filter for date fields.
- Field: If user creating a date filter then they have to select a field on which they want to apply it.
- User: User can also create a filter for specific users only.
- Apply Default: User can select this checkbox if they want to apply filter by default.
- Suppose, user wants to create a filter to show the last month order date records then user have to configure the filter as below.
- If user wants to create a separate filter then suggestion then user can also create it as below. Suppose, user wants to see the orders which are created between last 15 days.
- Filter Type: Users can easily customize their filter period through the 'Filter Type' field. To apply a filter for a specific day, simply select the 'Specific Day' option. For filtering data from a custom date up to today, choose the 'Date Range' option for more flexibility.
- Filter Period: For filtering past dates, users can choose the 'Before' option. To apply a filter for future dates, the 'After' option provides the perfect solution.
- At the end, a helpful message guides users by summarizing the filter configuration, clearly explaining the type of filter they are about to create.
- Let's create a filter with specific day. Suppose, user wants to create a filter to show the orders whose delivery date is after 3 days.
- User can also create a filter for other fields.
- Suppose, user wants to see only orders those are under the 'Quotation Sent' state then user can set up domain below. User can easily set up a domain by selecting a field and value.
Create Smart Group By
- User can create smart group by selecting the Group By option under the type field.
- Suppose, user wants to create group by for order date field then user can configure it as below.
- Group By Period: In this field user can select period to apply group by.
- Suppose, user wants to create group by for state field, so user can configure it as below.
- After creating all filters and group by user has to validate the record of smart filter and user can see it under the Sale Order model.
