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OCA/field-service · 19.0

Field Service Web Timeline

fieldservice_timeline

AGPL-3Field Servicev19.0.1.0.0192updated about 3 hours ago
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Odoo Community Association

Field Service Web Timeline

Beta License: AGPL-3 OCA/field-service Translate me on Weblate Try me on Runboat

This module adds a timeline view for Field Service orders so you can see scheduled work across workers on a single interactive chart.

Table of contents

Configuration

The Field Service Web Timeline View module can be used with minimal initial configuration.

Order Stages

The stage of an order is used to monitor its progress. Stages can be configured based on your company's specific business needs. A basic set of order stages comes pre-configured for use.

  1. Go to Field Service > Configuration > Stages
  2. Create or edit a stage
  3. Set the name for the stage
  4. Set the sequence order for the stage
  5. Select Order type to apply this stage to your orders
  6. Optionally, set a color for the stage

You need to add attributes mentioned below with the tag <timeline> as base element.

  • colors (optional): it allows to set certain specific colors if the expressed condition (JS syntax) is met.
  • custom_color (optional): it allows to set custom color for fsm.stages example custom_color = "true". And there is minor condition to follow to implement this as. Define any one stage color condition like colors="#ffffff:stage_id=='New';"

Usage

To use this module:

  1. Go to Field Service > Dashboard > Orders or Field Service > Operations > All Orders
  2. Open the timeline view from the view switcher
  3. Drag events to reschedule, or zoom with the mouse scroll

Orders are grouped by the assigned worker (person_id) by default. You can also open the timeline from a team dashboard card that shows orders for that team.

Known issues / Roadmap

  • Restore person proposals & filters same as we had in v14. See v14➔v16 migration PR.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Gray Matter Logic

Contributors

  • Wolfgang Hall <<whall@graymatterlogic.com>>
  • Gray Matter Logic:
    • Maxime Chambreuil <<maxime.chambreuil@graymatterlogic.com>>
  • Serpent Consulting Services Pvt. Ltd. <<support@serpentcs.com>>
  • Ammar Officewala <<aofficewala@graymatterlogic.com>>
  • XCG Consulting:
    • Houzéfa Abbasbhay
  • Heliconia Solutions Pvt. Ltd.
    • Bhavesh Heliconia

Other credits

The development of this module has been financially supported by:

  • Gray Matter Logic <https://www.graymatterlogic.com> <https://www.graymatterlogic.com>>__

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

max3903

This module is part of the OCA/field-service project on GitHub.

You are welcome to contribute. To learn how please visit <https://odoo-community.org/page/Contribute>.