Custom Filter
The video is a tutorial on how to use Custom Filters in Odoo18, specifically using the “is within” operator. This feature is essential for quickly finding records based on specific timeframes or other criteria that are not covered by default filters.
- Navigate to a Module: The video uses the Purchase module as an example.
- Open the Filter Menu: Click on the search bar and select “Filters”.
- Add Custom Filter: Click on “Add Custom Filter” at the bottom of the list.
- Define the Rule:
- Field: Select the field you want to filter by, such as “Confirmation Date”.
- Operator: Choose the “is within” operator.
- Value: Enter a value, like -1 for the last week or -4 for the last month. You can also filter by days, weeks, months, or years.
- Apply the Filter: Click “Add” to apply the custom filter to your view.
- Modify or Clear: The video also shows how to easily adjust or remove these filters from the search bar.
