Helpdesk Mgmt Project Domain

Key Benefits

• Automated Filtering: Configure domains to show only relevant projects and tasks for each team
• Error Reduction: Minimize manual selection errors by limiting available options
• Smart Task Filtering: Tasks are automatically filtered by the selected project
• Flexible Configuration: Use static domains or dynamic Python code for complex rules

Main Use Cases

Global Configuration (Company)

1. Go to Settings > Helpdesk to configure the global project and task domains.
2. In the “Project & Task Domain Configuration” section, set the Project Domain field using the visual domain builder.
3. Set the Task Domain field using the visual domain builder.
4. These domains will be applied to all teams that don’t have their own domains configured.
5. You can also Activate or Deactivate the global domains.

Team Configuration

1. Go to Helpdesk > Configuration > Teams to configure team-specific domains.
2. Edit or create a team.
3. In the Project Domain tab:
   • Set the Project Domain field using the visual domain builder.
   • Configure the Project Domain Python Code field for dynamic domains (optional).
4. In the Task Domain tab:
   • Set the Task Domain field using the visual domain builder.
   • Configure the Task Domain Python Code field for dynamic domains (optional).
5. Team domains will be combined with the company domain using AND logic.

Domain Builder Usage

Both “Project Domain” and “Task Domain” fields use a visual builder that allows:

1. Click on the field to open the domain builder.
2. Select the field from the Project/Task model (e.g., Active, Partner, Type, User).
3. Choose the operator (e.g., =, !=, >, <, in, not in).
4. Define the value (e.g., True, False, partner name, user name).
5. Add more conditions with AND/OR logic.
6. Save the domain configuration.

Domain Examples

Python Domain Code

For advanced users, you can use Python code to create dynamic domains:

1. Go to the team configuration.
2. Edit the Project Domain Python Code or Task Domain Python Code field.
3. Write Python code that returns a domain list.
4. Available variables: ticket, env, user, company, AND, OR, normalize.

# Filter projects based on ticket partner (from demo data)
if ticket.partner_id:
    domain = [('commercial_partner_id', '=', ticket.commercial_partner_id.id)]
else:
    domain = [('id', '=', 0)]  # No projects if no partner

# Filter tasks not assigned to anyone (from demo data)
domain = [('user_ids', '=', False)]

# Filter tasks based on ticket project
if ticket.project_id:
    domain = [('project_id', '=', ticket.project_id.id)]
else:
    domain = [('id', '=', 0)]  # No tasks if no project selected

# Filter tasks by development or testing tags (from demo data)
domain = ['|', ('tag_ids', 'in', [1]), ('tag_ids', 'in', [2])]

# Filter high priority tasks assigned to specific users
if ticket.partner_id:
    domain = AND([
        [('priority', '=', '1')],  # High priority
        [('user_ids', '!=', False)]  # Assigned tasks
    ])
else:
    domain = [('priority', '=', '1')]  # High priority only

Domain Combination Logic

All domains are combined using AND logic:

Permissions

There are no specific permissions required for this module. The domain filtering respects the user’s existing project access permissions set in the system.

Troubleshooting

If domains are not working as expected:

1. Check that the domain syntax is correct.
2. Verify that the Python code (if used) has no syntax errors.
3. Ensure that the fields referenced in domains exist in the Project model.
4. Check the Odoo logs for any domain evaluation errors.

How It Works

Authors

• Escodoo

Contributors

• Escodoo:
  • Marcel Savegnago marcel.savegnago@escodoo.com.br

Maintainers

This module is maintained by the OCA.

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:

This module is part of the OCA/helpdesk project on GitHub.

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