google_drive.config.tree google.drive.config google_drive.config.form google.drive.config

To create a new filter:
- Go to the Flectra document you want to filter. For instance, go to Opportunities and search on Sales Department.
- In this "Search" view, select the option "Save Current Filter", enter the name (Ex: Sales Department)
- If you select "Share with all users", link of google document in "More" options will appear for all users in opportunities of Sales Department.
- If you don't select "Share with all users", link of google document in "More" options will not appear for other users in opportunities of Sales Department.
- If filter is not specified, link of google document will appear in "More" option for all users for all opportunities.

The name of the attached document can use fixed or variable data. To distinguish between documents in Google Drive, use fixed words and fields. For instance, in the example above, if you wrote Agrolait_%%(name)s_Sales in the Google Drive name field, the document in your Google Drive and in Flectra attachment will be named 'Agrolait_SO0001_Sales'.

google.drive.config.kanban google.drive.config

Template

Model

Active

Templates google.drive.config ir.actions.act_window form tree,kanban,form

Click to add a new template.

Link your own google drive templates to any record of Flectra. If you have really specific documents you want your collaborator fill in, e.g. Use a spreadsheet to control the quality of your product or review the delivery checklist for each order in a foreign country, ... Its very easy to manage them, link them to Flectra and use them to collaborate with your employees.