Send different Worksheet Report in Field Service

<!DOCTYPE html> <html lang="de-DE" data-website-id="1" data-main-object="forum.post(226393,)" data-add2cart-redirect="1">  <head> <meta charset="utf-8"/> <meta http-equiv="X-UA-Compatible" content="IE=edge"/> <meta name="viewport" content="width=device-width, initial-scale=1"/> <meta name="mobile-web-app-capable" content="yes"/> <meta name="generator" content="Odoo"/> <meta name="google-site-verification" content="pgjyH0qvN69B0m_HrTKV6h8TVnbRXp5etEHo19unPy4"/> <meta name="description" content="Hi, I have several custom worksheets created in Studio for different maintenance tasks in Field Services. Which all work well apart from when I want to send the field service to the client as it will not include the multi line sections, it just replaces them with :- Door Units x_project_task_worksheet_template_16_line_fe9aa(2, 3, 4) Inside Units x_project_task_worksheet_template_16_line_cd368(2, 3, 4) I have the worksheets in the print option when they are open, but "/> <meta property="og:type" content="website"/> <meta property="og:title" content="Send different Worksheet Report in Field Service"/> <meta property="og:site_name" content="Odoo"/> <meta property="og:url" content="https://www.odoo.com/de_DE/forum/hilfe-1/send-different-worksheet-report-in-field-service-226393"/> <meta property="og:image" content="https://www.odoo.com/web/image/res.users/4018911/image_1024?unique=5f66caa"/> <meta property="og:description" content="Hi, I have several custom worksheets created in Studio for different maintenance tasks in Field Services. Which all work well apart from when I want to send the field service to the client as it will not include the multi line sections, it just replaces them with :- Door Units x_project_task_worksheet_template_16_line_fe9aa(2, 3, 4) Inside Units x_project_task_worksheet_template_16_line_cd368(2, 3, 4) I have the worksheets in the print option when they are open, but "/> <meta name="twitter:card" content="summary"/> <meta name="twitter:title" content="Send different Worksheet Report in Field Service"/> <meta name="twitter:image" content="https://www.odoo.com/web/image/res.users/4018911/image_1024?unique=5f66caa"/> <meta name="twitter:site" content="@odoo"/> <meta name="twitter:description" content="Hi, I have several custom worksheets created in Studio for different maintenance tasks in Field Services. Which all work well apart from when I want to send the field service to the client as it will not include the multi line sections, it just replaces them with :- Door Units x_project_task_worksheet_template_16_line_fe9aa(2, 3, 4) Inside Units x_project_task_worksheet_template_16_line_cd368(2, 3, 4) I have the worksheets in the print option when they are open, but "/> <link rel="alternate" hreflang="x-default" href="https://www.odoo.com/forum/help-1/send-different-worksheet-report-in-field-service-226393"/> <link rel="canonical" href="https://www.odoo.com/forum/help-1/send-different-worksheet-report-in-field-service-226393"/> <link rel="preconnect" href="https://fonts.gstatic.com/" crossorigin=""/> <title>Send different Worksheet Report in Field Service | Odoo</title> <link type="image/x-icon" rel="shortcut icon" href="https://odoocdn.com/web/image/website/1/favicon?unique=c506dd5"/> <link rel="preload" 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aria-label="Brotkrümel" class="navbar d-flex gap-2 mw-xl-75 mw-xxl-100 px-0"> <div class="flex-grow-1"> <div class="o_wforum_breadcrumb_root_single row g-0"> <div class="col-10"> <a class="btn btn-link px-0 pb-2 fs-5" href="/de_DE/forum/hilfe-1"> <i class="d-inline-block fa fa-angle-left me-1 small"></i>Hilfe </a> </div> <div class="d-lg-none col-2 text-end"> <button class="btn position-relative ms-auto fs-5" data-bs-toggle="offcanvas" data-bs-target="#o_wforum_offcanvas"> <i class="fa fa-navicon"></i> </button> </div> </div> <div class="d-flex gap-2 align-items-baseline"> <h3 class="col-lg-10 my-0">Send different Worksheet Report in Field Service</h3> <div class="col d-flex justify-content-end align-items-center"> <div class="js_follow " data-id="226393" data-object="forum.post" data-follow="off"> <span class="js_follow_icons_container"> <button class="btn js_unfollow_btn opacity-50 opacity-100-hover"> <i data-bs-toggle="tooltip" data-bs-placement="top" title="Nicht mehr folgen" 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class="small"> 1 <span class="text-muted"> Antworten </span> </span> </div> <div class="mx-3"> <span class="small"> 977 <span class="text-muted"> Ansichten </span> </span> </div> </div></div> <div class="d-grid"> <div class="o_wforum_question row g-0 mb-2 rounded " data-type="question" data-last-activity="2023-06-11 14:07:32.436529" data-last-update="2024-11-23 14:02:23.210967" data-id="question-226393" id="question-226393" data-state="active"> <div class="d-flex flex-column col-auto"> <div data-bs-placement="top" class="o_wforum_author_box d-inline-flex "> <a href="#" class="o_wforum_author_pic position-relative pe-none"> <img alt="Avatar" class="o_wforum_avatar rounded-circle o_object_fit_cover " src="https://odoocdn.com/web/image/res.users/4018911/avatar_128/60x60?unique=5f66caa" loading="lazy"/> </a> </div> <div class="align-self-center flex-grow-1 mt-2 border-start opacity-50 "></div> </div> <div class="post_content_wrapper col ps-2 ps-lg-3 rounded"> <header class="o_wforum_post_header d-flex align-items-center mb-1"> <div data-bs-placement="top" class="o_wforum_author_box d-inline-flex o_show_info "> <div class="d-flex flex-column justify-content-around "> <a href="" class="my-0 text-reset h6 "> <address class="o_portal_address mb-0"> <div> <span itemprop="name">Dave</span> </div> <div class="gap-2" itemscope="itemscope" itemtype="http://schema.org/PostalAddress"> </div> <div> </div> </address></a> </div> </div> <span class="o_wforum_relative_datetime ms-2 opacity-75 small text-muted"> </span> </header> <div class="o_wforum_post_content text-break o_wforum_readable oe_no_empty o_not_editable"><p>Hi, </p><p>I have several custom worksheets created in Studio for different maintenance tasks in Field Services. Which all work well apart from when I want to send the field service to the client as it will not include the multi line sections, it just replaces them with :-</p><p> Door Units x_project_task_worksheet_template_16_line_fe9aa(2, 3, 4) </p><p>Inside Units x_project_task_worksheet_template_16_line_cd368(2, 3, 4)</p><p><br></p><p>I have the worksheets in the print option when they are open, but when going to the task I am unable to add them as they are not in the task.project model.</p><p>How can I add these worksheets to the task report.</p><p><br></p><p>Many thanks <br></p><p><br></p><p><br></p><p><br></p></div> <div class="btn-toolbar align-items-center mt-3" role="toolbar"> <div class="vote d-inline-flex align-items-center gap-2 ms-n2 text-muted text-center"> <button type="button" aria-label="Positiv bewerten" title="Positiv bewerten" data-href="/forum/hilfe-1/post/send-different-worksheet-report-in-field-service-226393/upvote" class="btn vote_up py-0 px-2 karma_required text-reset 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</div> </div> <section> <a id="answer-267217"></a> <div class="o_wforum_answer row g-0 mb-2 rounded " data-type="answer" data-last-activity="2024-11-23 14:02:23.210967" data-last-update="2024-11-23 14:03:06.993448" data-id="answer-267217" id="answer-267217" data-state="active"> <div class="d-flex flex-column col-auto"> <div data-bs-placement="top" class="o_wforum_author_box d-inline-flex "> <a href="/de_DE/forum/user/709520?forum_id=1&forum_origin=/forum/hilfe-1/send-different-worksheet-report-in-field-service-226393" class="o_wforum_author_pic position-relative "> <img alt="Avatar" class="o_wforum_avatar rounded-circle o_object_fit_cover " src="https://odoocdn.com/web/image/res.users/709520/avatar_128/60x60?unique=52c38b4" loading="lazy"/> </a> </div> <div class="align-self-center flex-grow-1 mt-2 border-start opacity-50 "></div> </div> <div class="post_content_wrapper col ps-2 ps-lg-3 "> <header class="o_wforum_post_header d-flex align-items-center mb-1"> <div data-bs-placement="top" class="o_wforum_author_box d-inline-flex o_show_info "> <div class="d-flex flex-column justify-content-around "> <a href="/de_DE/forum/user/709520?forum_id=1&forum_origin=/forum/hilfe-1/send-different-worksheet-report-in-field-service-226393" class="my-0 text-reset h6 "> <address class="o_portal_address mb-0"> <div> <span itemprop="name">LandLogic IT s.n.c.</span> </div> <div class="gap-2" itemscope="itemscope" itemtype="http://schema.org/PostalAddress"> </div> <div> </div> </address></a> </div> </div> <span class="o_wforum_relative_datetime ms-2 opacity-75 small text-muted"> </span> <span class="o_wforum_answer_correct_badge badge d-none ms-auto border border-success rounded-pill text-success"> Beste Antwort </span> </header> <div class="o_wforum_post_content text-break o_wforum_readable oe_no_empty o_not_editable"><h3>Solution for Including Multiline Sections in Custom Worksheets in Field Services Reports</h3><p>If you’ve created custom worksheets in Studio for maintenance tasks in Field Services and the multiline sections aren't displaying correctly in reports (replaced with something like x_project_task_worksheet_template_16_line_fe9aa(2, 3, 4)), here's how you can resolve the issue.</p><h4>Issue</h4><p>The custom worksheets created in Studio display correctly in the Odoo interface, but when printing or generating reports, the One2many fields (multiline sections) are not rendered properly. Instead, they appear as technical references, e.g., x_project_task_worksheet_template_16_line_cd368(2, 3, 4).</p><p>This happens because the automatically generated templates from Studio don't handle One2many fields directly in the QWeb report.</p><h4>Solution: Customize the QWeb Template</h4><p>To fix this issue, you need to manually customize the QWeb template that renders the report for the worksheet. Follow these steps:</p><ol><li><strong>Identify the QWeb Template</strong>:<ul><li>The automatically generated QWeb template for the worksheet can be found under <strong>Settings > Technical > User Interface > Views</strong> (enable developer mode if needed).</li><li>Locate the template by its external ID. In this case, it might look like industry_fsm_report.report_custom_x_project_task_worksheet_template_16.</li></ul></li><li><strong>Modify the Template to Handle One2many Fields</strong>:<ul><li>Edit the template and replace the default rendering for the One2many field with a loop to display its data.</li><li>Here's an example of how you can update the template:<pre><div t-att-class="('col-5' if report_type == 'pdf' else 'col-lg-3 col-12') + ' fw-bold'"> Door Units </div> <div nolabel="1" colspan="2" t-att-class="'col-7' if report_type == 'pdf' else 'col-lg-9 col-12'"> <table class="table table-sm"> <thead> <tr> <th>Quantity</th> <th>Sequence</th> <th>Description</th> </tr> </thead> <tbody> <t t-foreach="worksheet.x_studio_one2many_field" t-as="line"> <tr> <td><t t-esc="line.x_studio_qty"/></td> <td><t t-esc="line.x_studio_sequence"/></td> <td><t t-esc="line.x_name"/></td> </tr> </t> </tbody> </table> </div> </pre>Replace x_studio_one2many_field, x_studio_qty, x_studio_sequence, and x_name with the actual technical names of your One2many field and its subfields.</li></ul></li><li><strong>Test the Report</strong>:<ul><li>Save the changes and regenerate the report.</li><li>Check that the multiline sections now display correctly with the expected data.</li></ul></li></ol><h4>Explanation</h4><p>The solution involves manually iterating through the records of the One2many field in the QWeb template using t-foreach. Each row is rendered dynamically based on the values stored in the One2many field, ensuring the data is displayed properly in the report.</p><h4>Additional Notes</h4><ul><li>If the worksheet isn't linked to the project.task model directly, you might need to add a Many2one relation in Studio or via code to associate the worksheet with the task.</li><li>This solution is applicable for any module or report in Odoo where Studio-generated One2many fields aren't displaying correctly.</li><li>For advanced customizations, consider developing a custom Odoo module instead of relying entirely on Studio.</li></ul><p>This approach ensures that your custom worksheets will display all multiline sections properly in the reports generated from Field Services tasks. 😊</p><p> </p></div> <div class="btn-toolbar align-items-center mt-3" role="toolbar"> <div class="vote d-inline-flex align-items-center gap-2 ms-n2 text-muted text-center"> <button type="button" aria-label="Positiv bewerten" title="Positiv bewerten" data-href="/forum/hilfe-1/post/re-send-different-worksheet-report-in-field-service-267217/upvote" class="btn vote_up py-0 px-2 karma_required text-reset opacity-50" data-karma="5"> <i class="fa fa-caret-up" data-bs-toggle="tooltip" data-bs-placement="top" title="Upvote"></i> </button> <small class="vote_count text-muted opacity-75">0</small> <button type="button" aria-label="Negativ bewerten" title="Negativ bewerten" data-href="/forum/hilfe-1/post/re-send-different-worksheet-report-in-field-service-267217/downvote" class="btn vote_down py-0 px-2 karma_required text-reset opacity-50" data-karma="50"> <i class="fa fa-caret-down" data-bs-toggle="tooltip" data-bs-placement="top" title="Downvote"></i> </button> </div> <div class="d-flex align-items-center ms-auto"> <a class="btn px-2 d-none karma_required opacity-25" data-karma="{8}" href="#comment_forum_post_267217"> <i title="Kommentieren" data-bs-toggle="tooltip" data-bs-placement="top" class="fa fa-comment karma_required"></i> </a> <div class="dropdown"> <a type="button" class="btn opacity-50 opacity-100-hover px-2" data-bs-toggle="dropdown"> <i class="fa fa-share-alt" data-bs-toggle="tooltip" data-bs-placement="top" title="Share"></i> </a> <div class="dropdown-menu css_editable_mode_hidden"> <div class="s_share o_no_link_popover text-center"> <a href="https://www.facebook.com/sharer/sharer.php?u={url}" class="s_share_facebook" target="_blank" aria-label="Facebook"> <i class="fa fa-facebook fa-stack"></i> </a> <a class="s_share_twitter" target="_blank" aria-label="Twitter" href="https://twitter.com/intent/tweet?text={title} %23answer&url={url}"> <i class="fa fa-twitter fa-stack"></i> </a> <a href="https://www.linkedin.com/sharing/share-offsite/?url={url}" class="s_share_linkedin" target="_blank" aria-label="LinkedIn"> <i class="fa fa-linkedin fa-stack"></i> </a> </div> </div> </div> </div> </div> <div class="o_wforum_post_comments_container d-flex flex-column gap-2 rounded"> <div class="css_editable_mode_hidden o_wforum_readable"> <form class="oe_comment_grey js_website_submit_form js_wforum_submit_form collapse rounded o_cc2 p-2" method="POST" id="comment_forum_post_267217" action="/de_DE/forum/hilfe-1/post/re-send-different-worksheet-report-in-field-service-267217/comment"> <input type="hidden" name="csrf_token" value="41062b0f353a691f626c0de6e868820af0cdb23fo1763925067"/> <input name="post_id" type="hidden" value="267217"/> <div class="d-flex gap-1 w-100"> <img class="o_wforum_avatar d-none d-md-inline-block align-self-baseline rounded-circle me-1" alt="Avatar" src="https://odoocdn.com/web/image/res.users/208196/avatar_128/36x36?unique=660e7ef" loading="lazy"/> <div class="w-100"> <textarea name="comment" class="form-control" rows="3" placeholder="Diesen Beitrag kommentieren"></textarea> <div class="d-flex gap-1 mt-1"> <button type="submit" class="o_wforum_submit_post btn btn-primary align-self-baseline text-nowrap">Einen Kommentar hinzufügen</button> <a class="btn btn-link align-self-baseline text-nowrap" data-bs-toggle="collapse" href="#comment_forum_post_267217">Verwerfen</a> </div> </div> </div> </form> </div> </div> </div> </div> </section> <div class="o_wforum_sign_up_cta alert alert-info mt-4"> <h6 class="alert-heading">Diskutieren Sie gerne? 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Which all work well apart from when I want to send the field service to the client as it will not include the multi line sections, it just replaces them with :-\nDoor Units\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 x_project_task_worksheet_template_16_line_fe9aa(2, 3, 4)\nInside Units\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 x_project_task_worksheet_template_16_line_cd368(2, 3, 4)\n\nI have the worksheets in the print option when they are open, but ", "answerCount": 1, "suggestedAnswer": [ { "upvoteCount": 0, "datePublished": "2024-11-23T14:02:23.210967Z", "url": "/forum/hilfe-1/re-send-different-worksheet-report-in-field-service-267217#answer_267217", "author": { "@type": "Person", "name": "LandLogic IT s.n.c.", "url": "/forum/user/709520" }, "@type": "Answer", "text": "*Solution for Including Multiline Sections in Custom Worksheets in Field Services Reports* If you\u2019ve created custom worksheets in Studio for maintenance tasks in Field Services and the multiline sections aren't displaying correctly in reports (replaced with something like x_project_task_worksheet_template_16_line_fe9aa(2, 3, 4)), here's how you can resolve the issue.\nIssue The custom worksheets created in Studio display correctly in the Odoo interface, but when printing or generating reports, th" } ] } }</script> </body> </html>

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