Custom KPIs for Digest Emails

10 XP

In this video, learn how to create custom KPIs and implement them in your periodic digest emails with Odoo Studio! 0:00 - Intro 0:53 - Digest Email Backend 1:51 - Create a Custom KPI Field 3:37 - Models, Fields, and Code 6:21 - Demo 8:24 - Conclusion **Check out more Odoo tutorials** - Studio playlist: https://www.youtube.com/watch?v=LsatXuSWhR0&list=PL1-aSABtP6ADrLdkRuSAuLPd7qqql4T8c **App documentation** - Digest Emails: https://www.odoo.com/documentation/18.0/applications/general/companies/digest_emails.html **See what Odoo can do for you!** - Schedule a demo: https://www.odoo.com/r/dG48 - Start a free trial: https://www.odoo.com/r/y6C The code we are using today (note: angled brackets are not allowed in youtube so make sure you replace the words AND the dashes below with the actual symbols for 'greater than or equal to'): self._calculate_company_based_kpi("crm.lead", "x_studio_kpi_big_opportunities_value", date_field="create_date", additional_domain=[ ('type', '=', 'opportunity'), ('expected_revenue', 'greater-than-or-equal', 10000), ])

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1. What is the first technical step you must take in Odoo Settings before you can create custom KPIs?
2. When creating the computed field for the KPI value, what special naming convention is required to link it to the boolean checkbox?
3. Which field property should be deselected (unchecked) for the custom KPI value field since it is a computed field?