How to Configure Field Cleaning Rules in Odoo 17
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In this slide let’s discuss how to configure field cleaning rules in odoo 17. Field Cleaning is used to format the data that we use inside Odoo. Odoo 17's Data Cleaning module offers Field Cleaning Rules to improve data consistency and quality within specific fields of our Odoo records. By using the field cleaning, we can correct the typos, correct the spaces between them and also formats can be corrected.
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How to Configure Field Cleaning Rules in Odoo 17
- 1. How to Configure Field Cleaning Rules in Odoo 17 Enterprise
- 2. Introduction Enterprise In this slide let’s discuss how to configure field cleaning rules in odoo 17. Field Cleaning is used to format the data that we use inside Odoo. Odoo 17's Data Cleaning module offers Field Cleaning Rules to improve data consistency and quality within specific fields of our Odoo records. By using the field cleaning, we can correct the typos, correct the spaces between them and also formats can be corrected.
- 3. Enterprise Lets go to Data Cleaning module and from the configuration, we can set these rules.
- 4. Enterprise Here we can see the already configured field cleaning rules.
- 5. Enterprise We can configure new rule by clicking on New button. In that form view, we can give the name for the rule and specify the model in which cleaning need to be done and choose the cleaning mode, either manual or automatic. Also we can notify users, if there are new records to be cleaned. After providing the details, we can add rules by clicking on Add a line button.
- 6. Enterprise A pop up opens for creating the rule. Here, we can choose the field to be cleaned and choose the action from the available options. Here we have chosen to set type case and all cases will be converted to uppercase.
- 7. Enterprise We can create multiple rules in one field cleaning rule. Here we have chosen the action to trim all spaces in the field name of contact.
- 8. Enterprise After setting the rules, we can click on Clean button to see the records satisfying this cleaning rule.
- 9. Enterprise In the list view of the records satisfying this rule, we can click on Validate or Discard button, so that rule will be applied to that record.
- 10. Enterprise In the Contacts module, we can create a contact like this:
- 11. Enterprise If we go to Data cleaning module and click on clean button, we can see the record to be cleaned. It also shows the current record name and the suggested name after rule is applied. We can click on validate to make the rule apply.
- 12. Enterprise After rule is applied, from contact module, we can see the change. All the spaces are removed and also all letters are converted to Uppercase.
- 13. 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