Overview
Users often need a quick visible reminder on a specific record without using chatter. This module adds sticky notes that float on any form view, are linked to the record through a reference field, and can be moved and recolored. Notes are kept per user and managed from a dedicated menu. It suits any team using Odoo forms who want personal reminders.
Usage steps
- 1
Add a note from a form
On any form view a control lets the user create a sticky note. The note is linked to the current record through a model reference.
- Title and description
- Linked to current record
- 2
Position the note
The note stores top and left coordinates so it appears where the user dropped it. Moving it updates the position when saved.
- Top and left values
- Draggable
- 3
Choose a color
Each note has a color field with a default yellow. Users change it to classify notes visually.
- Color field
- Default yellow
- 4
Manage all notes
A Stick Note menu opens list and form views of all notes. Users can review, edit or delete notes and see the linked record.
- Menu Stick Note
- List and form views
- 5
Owner tracking
Notes are assigned to the creating user by default and get a sequence name from a data record. This keeps notes personal and identifiable.
- user_id default
- Sequence name
Screens
Illustrative mockups with placeholder data.
Name
Roles
| Role |
|---|
| Any internal user |
Dependencies
Want to know more or try this app? Contact us
We can arrange a demo or a trial and answer your questions about Sticky Notes on Any Record.