Generic Request Related Document Module

Generic Request Related Document is a module of the Generic Request application developed by the Center of Research & Development company. It allow you to link any Odoo documents with requests.

You can enable or disable the use of this module in the settings.

  1. Click Requests on the left dashboard menu.

  2. Under the Configuration menu click Settings.

    The Settings page opens.
  3. Scroll down to find the Documents Related to Requests option and select or clear the checkbox.
  4. Click Save on the left at top.

When creating or editing the request types on the form the new Related document models field will appear.

You can select models of the documents that can be associated with this type of requests.

To do this take the next steps:

  1. Under the Configuration menu click Types.

    The page of the request types opens.
  2. Select any type of requests from the list or click Crate to create a new one.

    The request type form opens.
  3. Click the drop-down menu next to the Related document models field.

    You will see available default document models that can be associated with requests. Choose consistently all the necessary document models. You can create your own models by clicking Create and Edit....
  4. Click Save on the left at top.

Requests with related documents can be seen on the requests page. On kanban view they will have the corresponding icon. The number next to the icon shows the number of related documents.

In the list view mode you will see additional Documents column.

Click on the any request. The request form opens.

In the request form, a new Documents button on the top right will appear. The digit displays the number of related documents.

Click the Documents button. You will be redirected to the documents page. To add a new document click the Create button.

In the next form click the drop-down menu next to the request ID.

You will see all document models available for this type of requests. Select from the list.

A new drop-down menu appears. Click and select the desired option. Click Save on the top left of the form.

To delete related document, select it from the list by ticking. Under the Action drop-down menu click Delete.