Have you ever found yourself missing the Cc and Bcc fields when composing emails in Odoo? If so, the “Email CC and BCC” module by the Odoo Community Association (OCA) is exactly what you need.
Once installed, this module adds both Cc and Bcc fields to the email composer. It also lets you configure default Cc and Bcc emails per company, making it easy to include specific recipients in all outgoing emails automatically.
Key Features of the module:
- Adds
Cc andBcc fields to the Email Composer - Enables default
Cc/Bcc values at the company level - Introduces the
Bcc field in Email Templates, allowing you to set Bcc recipients per template - Sends individual emails to each recipient in
To(Recipients),Cc, andBcc while maintaining consistent headers - Includes a custom
X-Odoo-Bcc header whenBcc is used
The default Cc/Bcc values are only applied when using the Email Composer not when sending inline messages from Chatter.
If you're using Odoo and want more control over email recipients, this module is worth checking out! The latest available version is 18.0.1.0.0.
Automating actions when users submit forms on your website can save time and improve efficiency—whether you're capturing leads, creating tasks, or managing email subscriptions.
However, not all website forms trigger automation actions. For example, a standard newsletter form won’t trigger automation rules. Instead, you should use the Form Block, which offers greater flexibility in field customization, default values, and triggers automation rules.
In this post, we’ll continue with our email sequences automation example from How to Create Fully Automated Email Sequences article, focusing on how to trigger an email sequence immediately after a user subscribes, eliminating the need for scheduled actions.
Step 1: Setting Up the Subscription Form
To ensure automation triggers work, we’ll configure a Form Block instead of a basic newsletter block. Here’s how:
- Go to your website editor and select the Form Block.
- Set the action to "Subscribe to Newsletter."
- Customize your form layout.
- Define the form fields (e.g., Name and Email), ensuring they are mapped to the correct model fields.
- Add the
Mailing List selection field, if it’s not already included in the form:- Set the default value to the list you want (e.g., AI Course).
- Hide the field if you don’t want users to view or change the list.
- Add a specific tag for subscribers from this form:
- Add a new field to the form.
- Map the field to the
Tags field in theMailing Contact model. - Set the default tag to be applied on submission (e.g., AI Course).
- Hide the field if you don’t want users to modify it.
Now, when users submit this form, they’ll be added to the specified mailing list and tagged with the correct tag.
Step 2: Creating the Automation Rule
Next, we’ll set up an automation rule that triggers when a new subscriber is tagged.
-
Create a new Automation Rule and set the model to
Mail Contact. -
Set the trigger to
When a tag is added (use the same tag from the form, e.g., "AI Course"). -
Add additional filters to target the right subscribers—for example,
Mailing List Name = AI Course. -
Add two
Execute Code actions:
- The first action adds the subscriber to the email sequence:
- The second action triggers the flow instantly:
Final Thoughts
With this setup a new subscribers are automatically added to your email sequence and the first email is triggered immediately—no waiting for scheduled jobs.
By using Form Blocks and automation rules, you can streamline workflows and ensure instant responses to user actions.
Want to bring your company's branding into your Odoo interface? Or are you using multi-company mode and looking for a visual distinction between companies? Then the Web Company Color module is exactly what you need.
What does it do
Once installed, the module adds a Company Styles tab in the company’s form view, allowing you to customize:
- Navbar Background Color
- Navbar Background Color Hover
- Navbar Text Color
- Button Background Color
- Button Background Color Hover
- Button Text Color
- Link Text Color
- Link Text Color Hover
You can also use the Compute colors from logo feature to auto-generate the first three colors in the list using your company logo.
Once saved, the page refreshes automatically and applies your new styles.
A couple of notes:
- Some elements, like buttons or links, may retain the default color in certain views.
- The app name in the top-left corner uses the link color, which might not always match the rest of the navbar.
Still, this module is an excellent enhancement for anyone looking to personalize or improve multi-company UI in Odoo.
The module is maintained by the Odoo Community Association (OCA), with the latest version available: 18.0.1.0.0.
Setting up appropriate access rights for each user in Odoo is a crucial part of system configuration. However, access management can become challenging, especially when dealing with a large number of users. A module that replicates the company structure through roles can significantly simplify this process.
The User Roles module facilitates structured access management by allowing to define roles that align closely with the company's hierarchy. Each role is assigned specific access groups, ensuring that users with the role can navigate the system efficiently while maintaining access only to the necessary functionalities.
Configuration
Once installed, the module introduces a Roles sub-menu under Users & Companies in the Settings page. This section provides a list of all created roles. Selecting a role opens its detailed form view, which includes:
- Role Name
- Associated Access Groups
- Users Assigned to the Role
- Internal Notes
Creating a New Role
To create a new role, click the “New” button, which opens a form view. While the Name field is the only mandatory input, assigning appropriate Access Groups is necessary for the role to be functional. Once configured, the role can be assigned to users.
Roles can be assigned in two ways:
- From the User’s Form View: Navigate to the
Roles tab and select the desired roles. Each assigned role can have a specified validity period with a start and end date. - From the Role’s Form View: Use the
Users tab to assign multiple users to a role.
Only users with the Administration: Access Rights privilege can manage roles.
How the Functionality Works
When a role is assigned to a user, the user automatically inherit all associated access groups. Additional access groups cannot be manually added to users who have assigned roles. This ensures strict adherence to the defined access structure.
If a user has multiple roles, the access group with the highest level of privileges takes precedence. For example, if:
- Salesperson role includes
Inventory: User access - Inventory Manager role includes
Inventory: Administrator access
A user assigned both roles will have Inventory: Administrator access, as it holds a higher level of access.
To view the active access groups for a user, go to the Access Rights tab next to the Roles tab in the user's form view.
Company-Specific Roles
For organizations using multi-company mode, the User Roles by Company extension module can be useful, as it introduces role assignment per company.
The key feature for the module are:
- Adds a Company field in the Roles tab of the Users view.
- If no company is specified, the role applies to all companies the user has access to.
- A Company can be assigned to a Role only if it is in the User’s Allowed Companies list.
- When multiple companies are selected as active for the user, only roles applicable to all selected companies remain active.
Final Thoughts
By structuring user access management through roles, organizations can efficiently manage permissions across multiple users while maintaining clarity and control over access rights. This approach simplifies administration and ensures a clear overview of user privileges.
The User Roles module is actively maintained by the Odoo Community Association (OCA), with the latest available version being 18.0.1.0.2.