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Where are workflow actions in odoo 18 Document application?

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odoo
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Thank you!

The Odoo 18 documentation is not up to date about this.

Regards,

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odoo
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They show at the top of the Window once you have selected a Document and depend on how the Folder is configured:


We have preconfigured specific folders with the most Actions, but you can pin additional Actions as you need them:


When you create your own folders you will need to select which Actions you want visible at the top

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odoo
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Hi Ray,
in my Odoo 18 online version there is no Button [Create a Task]

Best regards

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odoo
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Is it possible to link a document to an existing record (whatever model). Under Workflow Actions > Actions > Create, you selected Link to record.

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odoo
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Hi,
how can we create and Edit the Actions?
In Odoo 17 it was possible to do so.

regards
Michael

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odoo
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You can create and edit actions linked to Document model from Server Actions. Also you can find all server actions linked to documents under Settings / Technical / Actions / Embedded Actions (Need to activate developer mode)