Views

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Introduction

In Odoo, views define how data is displayed from models. A single model can have multiple views each designed to present data differently (e.g., form, list, calendar).

In Odoo Studio, views are grouped into 4 categories:

  • General (Form, Activity, Search)
  • Multiple Records (List, Kanban, Map)
  • Timeline (Calendar, Gantt, Cohort)
  • Reporting (Pivot, Graph)

Tip: You can set a default view from Studio > Views > ⋮ (ellipsis) > Set as Default.

Step-by-Step Instructions

 

How to Edit a View in Studio

  1. Open Studio (click the Studio icon).
  2. Select a View (Form, List, Kanban, etc.).
  3. Drag & Drop Elements:
    1. Add fields, tabs, columns, or buttons.
  4. Change Properties:
    1. Use the side panel to set visibility, grouping, sorting, etc.
  5. Save & Exit Studio.

 

Use the XML Editor only if you’re familiar with code. Never edit standard/inherited views directly use Studio-inherited views to avoid losing changes after updates.

Tips

  • From View: Structure with tabs/columns; add smart buttons for quick access.
  • List View: Enable inline editing or quick record creation.
  • Kanban View: Set default group-by and quick create options.
  • Calendar/Gantt Views: Assign start/end date fields to show records over time.
  • Pivot/Graph Views: Use for data analysis; add measures and groupings.
  • Map View: Requires a Many2One contact field with address info.
  • Cohort View: Analyze retention/churn over time.

To reorder records manually, use a field with the Handle widget.

Key Benefits

  • Visual Flexibility: Choose the best view type to suit each use case.
  • Data Analysis: Use Pivot/Graph views for reporting and metrics.
  • User Experience: Views like Kanban, Calendar, or Gantt improve usability.
  • Permissions & Visibility: Control who sees/edits what in each view.
  • Quick Configuration: Add filters, groupings, actions without coding.

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