When users follow documents in Odoo (like Sales Orders, Tickets, Projects), they often receive email notifications—but without a direct link to the related record.
This causes unnecessary delays and confusion, especially in fast-paced environments where quick access is critical.
The Generate Followers Link feature improves communication by automatically including a direct document link in outgoing emails, tailored to the recipient's access type.
Key Features & Benefits:
Smart Links in Follower Notifications
- Emails sent to followers include a direct link to the relevant document
User-Specific Link Generation
- Internal Users receive links to the Odoo backend interface
- Portal Users receive links that route to the Odoo Portal, with access to only what they’re permitted to view
One-Click Access to Documents
- Eliminates time spent searching for related records
- Improves user experience for sales, support, and customer service workflows
Works with Any Followed Document
- Supports any model that uses the mail.followers mechanism
- Common use cases: Sales Orders, Invoices, Tickets, Tasks, Projects, etc.
Secure and Role-Based Access
- Ensures portal users only see what they’re allowed to
- Internal users retain full navigation privileges via backend links
Seamless Integration with Email Templates
- Automatically included in email body
- Compatible with custom or standard email notification templates
Example Use Case:
A sales representative follows a sales order, and a portal customer is also subscribed. When the order is confirmed:
- The sales rep receives an email with a direct link to the Sales Order form view
- The customer receives a link to the Portal view of the same Sales Order
Both users access the correct record instantly, without additional steps or confusion.
Summary:
The Generate Followers Link feature streamlines collaboration and communication by embedding the right document link in email notifications, based on whether the user is internal or portal-based. It ensures fast, secure, and contextual access to followed documents, enhancing productivity across Odoo workflows.
Ideal for teams that value clarity, speed, and seamless portal interaction with customers or external users.