When managing complex field service projects in Odoo, tasks are often broken down into parent-child relationships. Keeping certain data consistent—such as customer, priority, location, or custom fields—can be critical for operational clarity and efficiency.
The Sets Default Values from the Parent Task feature simplifies this process by allowing new FSM tasks to automatically inherit specific values from their parent task. This ensures consistent data across related tasks while reducing manual input and errors.
Key Features & Benefits:
Inherit Field Values from Parent FSM Task
- Automatically copies configured field values from a parent task to any newly created child FSM task.
Configuration via Settings
- Admins can choose which field should be inherited (e.g., project, contact, tags, priority).
- Easily adjustable via the Settings > SME's menu without technical changes.
Ensures Consistency Across Tasks
- Eliminates discrepancies between related FSM tasks.
- Ideal for larger projects or recurring multi-step service flows.
Reduces Manual Entry
- Saves time for field coordinators and technicians during task creation.
- Enhances data accuracy for reporting and tracking.
Supports Custom Fields
- Works not just with standard fields, but also with custom fields configured on FSM tasks.
Example Use Case
A facilities management company is handling a complex project where:
- A main FSM task is created for building maintenance, with the project and contact fields set.
- Additional child tasks are created for HVAC, electrical, and plumbing services.
With this feature
- As each child FSM task is created, it automatically inherits the project and contact fields from the parent.
- The team spends less time copying data and more time completing the job.
Summary
The Sets Default Values from the Parent Task feature boosts productivity and consistency by enabling automatic field inheritance when creating FSM child tasks. With configurable settings and seamless integration into Odoo’s Field Service module, it simplifies data entry, reduces errors, and supports efficient multi-task workflows.
Ideal for field service teams managing multi-layered or repeatable task structures.
Sets Default Values From The Parent Task