Karma Required Field

Score users based on form view fields.

Technical Name:
karma_required_field
License:
Author:
Numigi
https://kastor.lab.numigi.net/web/image/product.template/977/image_1920?unique=0a81b40
  • Odoo Version

Conditions générales
Garantie satisfait ou remboursé de 30 jours
Expédition : 2-3 jours ouvrables

# Karma Required Fields

This module aims to encourage users to fill important fields in form views of any object.

A new concept of Karma Field is added.

![Karma Field List](static/description/karma_field_list.png?raw=true)

When added to the Karma field list, the field is colorized in the form view of the object.

![Partner Form](static/description/partner_form.png?raw=true)

It helps the user to quickly identify all important fields in the view.

An empty Karma field does not block a user from saving, in contrast to a true required field.

## Notebook Pages

If a Karma field is placed inside a notebook page, the tab will be colorized as well.

![Notebook Page](static/description/notebook_page.png?raw=true)

## Karma Score Based On Completion

The module allows to score a user based on his assiduity to fill the Karma fields.

When a form view is saved, the karma fields filled (or emptied) are logged.

This allows to use the core Karma features to score the user based on his effort for filling the Karma fields.

### Invisible Fields

A field that the user can not see is never logged. For example, if a field is visible only to the members of a group, it will not be logged for non-members.

### Readonly Fields

If a field is read-only, it will not be logged (it will not even be colorized).

### Usage

#### Setup Computed Fields

  • Go to Karma / Settings / Computed Fields
  • Select Karma Field Average

![Karma Field Average](static/description/karma_field_average.png?raw=true)

This computed field is added by the module in order to score the user based on the average completion of the Karma fields for a given model over a specific period of time.

![Karma Field Average Form](static/description/karma_field_average_form.png?raw=true)

In the example above, we defined 4 fields on res.users. Each of these fields computes the average completion of Karma fields, but with different parameters.

  • 2 fields related to the completion of Contacts
  • 2 fields related to the completion of Leads

The Date Range defines over what period of time the average completion ratio is based.

Current Week means that only the records modified between the Sunday and Saturday of the current week are included in the computation.

#### Setup The User Karma

  • Go to Karma / Settings / Karma

![Karma List](static/description/karma_list.png?raw=true)

  • Create a Karma with following values: - Model: Users (res.users) - Type: Simple

![Karma Form](static/description/karma_form.png?raw=true)

For each model that you wish to score the field completion, you must add a condition line.

In the example above, the users will be scored over the completion of Contacts (res.partner) and Leads (crm.lead). The completion of Leads have an higher weighting than Contacts, thus will have an higher impact over the Karma score.

#### Edit An Object

  • Go to the form view of a scored object

![Lead Form](static/description/lead_form.png?raw=true)

  • Fill some Karma fields

![Lead Form Filled](static/description/lead_form_filled.png?raw=true)

#### Compute The Karma Score

  • Now, go back to the user Karma.

![Karma Form Compute Score](static/description/karma_form_compute_score.png?raw=true)

  • Click on Compute.
  • Click on the Score Details smart button.

![Karma Score List](static/description/karma_score_list.png?raw=true)

  • Drilldown to see the details of the Karma score.

![Karma Score Details](static/description/karma_score_details.png?raw=true)

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