Step-by-Step Guide

How to Create Custom Views in Odoo

Step-by-step tutorial with 5 easy-to-follow steps

This guide walks you through createing custom views in Odoo. Whether you're new to Odoo or looking to optimize your workflow, follow these steps for best result...

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This guide walks you through createing custom views in Odoo. Whether you're new to Odoo or looking to optimize your workflow, follow these steps for best results.

how to Create Custom Views in odoo Prerequisites

  • 1XML knowledge
  • 2View requirements

how to Create Custom Views in odoo Steps

1

Understand View Types

Understand View Types is an important step in createing custom views. Follow the instructions carefully and verify your settings before proceeding.

Pro Tips:

  • *Take your time with this step
  • *Document any custom configurations
  • *Test in a development environment first
2

Define View XML

Define View XML is an important step in createing custom views. Follow the instructions carefully and verify your settings before proceeding.

Pro Tips:

  • *Take your time with this step
  • *Document any custom configurations
  • *Test in a development environment first
3

Add Fields

Add Fields is an important step in createing custom views. Follow the instructions carefully and verify your settings before proceeding.

Pro Tips:

  • *Take your time with this step
  • *Document any custom configurations
  • *Test in a development environment first
4

Configure Options

Configure Options is an important step in createing custom views. Follow the instructions carefully and verify your settings before proceeding.

Pro Tips:

  • *Take your time with this step
  • *Document any custom configurations
  • *Test in a development environment first
5

Inherit Views

Inherit Views is an important step in createing custom views. Follow the instructions carefully and verify your settings before proceeding.

Pro Tips:

  • *Take your time with this step
  • *Document any custom configurations
  • *Test in a development environment first

Need Professional Implementation?

Our certified partners can handle the setup and configuration for you.

how to Create Custom Views in odoo Best Practices

  • Test changes in a development environment first
  • Document your configuration for future reference
  • Train users on new features before going live
  • Keep regular backups before major changes

how to Create Custom Views in odoo Common Mistakes

  • Skipping prerequisite configuration
  • Not testing before going live
  • Ignoring validation errors
  • Not documenting changes

how to Create Custom Views in odoo Conclusion

You've now learned how to create custom views in Odoo. Apply these steps to streamline your operations and improve efficiency.

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