How to Open a Wizard When Clicking on the Kanban Tile in Odoo 18

How to Open a Wizard When
Clicking on the Kanban Tile
in Odoo 18
Enterprise

Enterprise
Introduction
In the Odoo backend, Kanban views offer an intuitive, visual way of
managing tasks, projects, and workflows. Kanban views are just like a
card type of rectangular view which we can get the major details of the
model in which it is designed. We can also create our own new kanban
views using codes.
Here, we can discuss about how to open a wizard that appears upon
clicking a Kanban tile. For that, there are some steps like creating a
custom model for storing data, creating the model for the wizard,
designing a kanban model for the custom model, making the wizard to
open on the kanban click.

Enterprise
Using the Odoo 18, let’s create a model called ‘student.student using the
code below. And create the necessary views and menus needed.
from odoo import fields, models
class Student(models.Model):
_name = 'student.student'
name = fields.Char("Student Name")
class_name = fields.Char("Class")
roll_no = fields.Char("Roll Number")
image = fields.Binary("Image File")
tag_ids = fields.Many2many('crm.tag', 'student_tag_rel', 'student_id',
'tag_id', string='Tags')

Enterprise
Now, under the wizards directory, create a wizard using the Transient
Model as it does not need the data to get stored.
from odoo import fields, models
class ApproveStudent(models.TransientModel):
_name = 'approve.student'
name = fields.Char("Student Name")
class_name = fields.Char("Class")
roll_no = fields.Char("Roll Number")
def approve(self):
student = self.env['student.student'].browse(self.env.context.get('active_id'))
student.write({'state':'student'})
Here, we defined the method approve() which changes the current active student
record to Student state.
Don’t forget to set the access right for the wizard in the security directory.

Enterprise
Define the form view for the wizard also and mention that xml file name
in the data key of manifest of the module.
<record id="approve_student_view_form" model="ir.ui.view">
<field name="name">approve.student.view.form</field>
<field name="model">approve.student</field>
<field name="arch" type="xml">
<form string="Select the Type">
<sheet><group>
<group>
<field name="name"/>
<field name="class_name"/>
<field name="roll_no"/>
</group></group>
<footer>
<button name="approve"
type="object"
string="Convert"/>
<button string="Cancel" class="btn-default"
special="cancel" />
</footer>
</sheet>
</form>
</field>
</record>

Enterprise
Now, we need to define a simple kanban view for the custom model student.student as
<record id="student_student_view_kanban" model="ir.ui.view">
<field name="name">student.student.kanban</field>
<field name="model">student.student</field>
<field name="priority">1</field>
<field name="arch" type="xml">
<kanban class="o_kanban_mobile" action="action_open_wiz" type="object">
<templates>
<t t-name="card" class="row g-0">
<div class="col-6">
Name :<field class="fw-bolder" name="name"/><br/>
Class: <field class="fw-bolder" name="class_name"/>
<field name="tag_ids" string="Tags" widget="many2many_tags"/>
</div>
<div class="col-6">
<field name="image" widget="image" class="oe_avatar"/>
</div></t>
</templates>
</kanban>
</field>
</record>

Enterprise
In the previous kanban view code we defined it like
<kanban class="o_kanban_mobile" action="action_open_wiz" type="object">
This action attribute of kanban tag decides that there is a click action
to be performed. So, we define the method action_open_wiz in the
student.student model.

Enterprise
The code for action_open_wiz is as
def action_open_wiz(self):
for rec in self:
res = {
'type': 'ir.actions.act_window',
'view_mode': 'form',
'res_model': 'approve.student',
'target': 'new',
'context': {
'default_name': rec.name,
'default_class_name': rec.class_name,
'default_roll_no': rec.roll_no
}
}
return res
This simply opens the earlier defined wizard’s form view with all the
fields prefilled with the currently active student record.

Enterprise
As a demo, the kanban view’s click on the second kanban tile will show like
The marked button Convert is assigned with the action approve which
does the state change of the selected student

Enterprise
So, in short, the action attribute of the kanban tag of a kanban view
for any model is used to trigger a function on clicking it. Here in this
slide, we used to open a custom wizard to open with this method.
In this way, in Odoo 18, we can open a wizard when clicking on the
Kanban Tile so easily.

For More Info.
Check our company website for related blogs
and Odoo book.
Check our YouTube channel for
functional and technical videos in Odoo.
Enterprise
www.cybrosys.com

How to Open a Wizard When Clicking on the Kanban Tile in Odoo 18

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