How to Add a Status Bar in Odoo

Abid Patel
26-Sep-2024 Updated : 26-Sep-2024

Discover how to add a Status Bar in Odoo using the Odoo Status Widget. Follow this guide to easily implement and customize the status bar for better workflow management.

How to Add a Status Bar in Odoo

Adding a status bar in Odoo can greatly enhance the user experience by visually displaying the progress of tasks, workflows, or documents. It helps users understand the current state of a record at a glance and guides them through various stages of a process. In this blog, we will explore how to add and customize the status bar in Odoo to improve workflow management.

What is a Status Bar in Odoo?

A status bar in Odoo is a visual widget that shows different stages or states of a record, such as a task or an order. The bar typically displays various statuses (e.g., Draft, In Progress, Done) and highlights the current status. This tool is widely used in Odoo modules like Sales, Purchase, and Projects to track the progress of records.

Benefits of Using a Status Bar in Odoo

Implementing a status bar in Odoo provides several benefits:

  • ▹ Better Workflow Tracking: The status bar helps users track the progress of tasks or documents at a glance.
  • ▹ Visual Representation: A graphical representation of stages makes it easier for users to understand the current status.
  • ▹ Enhanced User Experience: It improves user interaction by providing clear information about the state of a process.

Step-by-Step Guide to Adding a Status Bar in Odoo

Let’s go through the steps to add a status bar to your Odoo form view.

Step 1: Define the Status Field in the Model

The first step in adding a status bar in Odoo is to define a selection field that represents the different stages or statuses of your record. Below is an example of how to add this field in your Odoo model:

python

from odoo import models, fields
class Task(models.Model):
    _inherit = 'project.task'
    state = fields.Selection([
        ('draft', 'Draft'),
        ('in_progress', 'In Progress'),
        ('done', 'Done'),
    ], string='Status', default='draft')
    

In this example, the state field is a selection field that defines three stages: Draft, In Progress, and Done. The default status is set to "Draft."

Step 2: Add the Status Bar to the Form View

After defining the status field, the next step is to display the status bar in the form view. This is done by adding a statusbar widget in the XML file:

xml

<record id="view_task_form" model="ir.ui.view">
    <field name="name">project.task.form</field>
    <field name="model">project.task</field>
    <field name="arch" type="xml">
        <form string="Task">
            <header>
                <field name="state" widget="statusbar" statusbar_visible="draft,in_progress,done"/>
            </header>
            <sheet>
                <group>
                    <field name="name"/>
                    <field name="state"/>
                </group>
            </sheet>
        </form>
    </field>
</record>
    

The widget="statusbar" attribute transforms the selection field into a status bar. The statusbar_visible attribute defines the stages that will be visible on the bar.

Step 3: Customize the Status Bar

You can customize the status bar in Odoo by adding more states or changing the order in which they appear. For example, to add a "Canceled" state, modify the selection field as follows:

python

state = fields.Selection([
    ('draft', 'Draft'),
    ('in_progress', 'In Progress'),
    ('done', 'Done'),
    ('canceled', 'Canceled'),
], string='Status', default='draft')
    

After updating the field, you can adjust the statusbar_visible attribute in the XML view to include the new state:

xml

    <field name="state" widget="statusbar" statusbar_visible="draft,in_progress,done,canceled"/>
        

This allows users to view and select the new "Canceled" state from the status bar.

Best Practices for Using the Status Bar in Odoo

To ensure effective use of the status bar in Odoo, follow these best practices:

  • ▹ Define Clear Stages: Make sure the stages are well-defined and meaningful to users.
  • ▹ Limit the Number of Stages: Avoid adding too many stages, as it can make the status bar cluttered and confusing.
  • ▹ Use Consistent Statuses: Ensure consistency in the status names across different models and workflows in Odoo to avoid confusion.

Conclusion

Adding a status bar in Odoo is a simple yet effective way to enhance workflow visibility and user experience. By following this guide, you can easily implement a status bar in your form views to display the current status of records and guide users through various stages. The ability to visually track the progress of tasks and documents will significantly improve workflow management in your Odoo environment.

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