oca-technical/odoo-bringout-oca-dms-dms_field/dms_field/readme/CONFIGURE.rst
2025-08-29 15:43:03 +02:00

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To use the embedded view in any module, the module must inherit from the mixin
dms.field.mixin (You have an example with res.partner in this module).
Once this is done, in the form view of the model we will have to add the following:
.. code-block:: xml
<field name="dms_directory_ids" mode="dms_list" />
In addition, it will be necessary to create an Embedded DMS template for this model.
#. *Go to Documents > Configuration > Embedded DMS templates* and create a new record.
#. Set a storage, a model (res.partner for example) and the access groups you want.
#. You can also use expressions in "Directory format name", for example: {{object.name}}
#. Click on the "Documents" tab icon and a folder hierarchy will be created.
#. You can set here the hierarchy of directories, subdirectories and files you need, this hierarchy will be used as a base when creating a new record (res.partner for example).