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Manage model export profiles

Beta License: AGPL-3 OCA/server-ux Translate me on Weblate Try me on Runboat

This module extends the export capability:

  1. It allows an admin to manage export profiles (ir.exports) that Odoo stores internally but does not show anywhere.
  2. It also adds a new column to access rights to enable/disable export and override the export method to check if the user is allowed to export. Export is enabled by default.

Table of contents

Configuration

  • Activate the developer mode
  • Go to Settings > Users > Groups to select a user group
  • Edit the group and go to the Access Rights tab
  • Uncheck the "Export Access" box on the object of your choice and save

You can also go to Settings > Technical > Security > Access Rights.

Usage

You can create the export profiles as you are used to:

  • Go to any list view.
  • Check some records.
  • Click Action > Export.
  • Use the wizard to choose the columns to export.
  • Click on the Template dropdown and select New template
  • Give it a name.
  • Click on the floppy disk icon to save it.

To manage export profiles, you need to:

  • Go to Settings > Technical > User Interface > Export Profiles.
  • Create a new one.
  • Choose a name.
  • Choose a model (table in the database).
  • Choose the fields to export.
    • If you choose a related field, you can choose also up to 4 levels of subfields.
    • You can drag & drop to reorder the fields.

To use one of those profiles, you need to:

  • Go to any list view.
  • Check some records.
  • Click Action > Export.
  • Choose your saved export from Saved exports.
  • Press Export to file.

Once you have configured groups who cannot export an object:

  • Connect as a user of this group
  • Go to the list view of the object you disabled the export
  • Select records and open the Action menu. The "Export" is not there.

Known issues / Roadmap

  • Translated labels are not used in final exported file.

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

  • Tecnativa
  • LasLabs
  • Ursa Information Systems
  • brain-tec AG

Contributors

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.

This module is part of the OCA/server-ux project on GitHub.

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