To create a new filter:
- Go to the Odoo document you want to filter. For instance, go to Opportunities and search on Sales Department.
- In this "Search" view, select the option "Save Current Filter", enter the name (Ex: Sales Department)
- If you select "Share with all users", link of google document in "More" options will appear for all users in opportunities of Sales Department.
- If you don't select "Share with all users", link of google document in "More" options will not appear for other users in opportunities of Sales Department.
- If filter is not specified, link of google document will appear in "More" option for all users for all opportunities.
The name of the attached document can use fixed or variable data. To distinguish between documents in
Google Drive, use fixed words and fields. For instance, in the example above, if you wrote Agrolait_%%(name)s_Sales
in the Google Drive name field, the document in your Google Drive and in Odoo attachment will be named
'Agrolait_SO0001_Sales'.