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File Templates

File Templates are used to create and manage multiple files in bulk. Once a template is modified all related files are automatically updated.

Access Rules

Group Action Condition
User - No access
Manager R User is added to "Users" or user is added in "Managers"
Manager CRU User is added to "Managers"
Manager CRUD User is added to "Managers" and record is created by user
Root CRUD Any record

Info

CRUD stands for Create, Read, Update, Delete.

File Template Configuration

File Templates are located under the Cetmix Tower > Files > Templates menu.

File Template List

Fields

File Template Form

Important

Form view may differ base on the curren user Access Level.

Field Description
Name Template name
Reference Used for Odoo automation and YAML export/import. Leave blank to generate it automatically.
File Name Filesystem name of the file(s) created from this template. This field supports Variables.
Directory on server Directory on remote server where this file will be stored. This field supports Variables.
Source File source.
File type File type.
Tags Make usage as search more convenient
Note Comments or user notes
Keep when deleted If enabled, file(s) created from this template will be kept on remote server after removing it(them) in the Odoo
Variables Variables used in this File Template.

Notebook Tabs

Tab Description
Code File content. This field supports Variables and Secrets.
Access Access Roles for this record for specific users.
YAML This tab is visible only to users with "Cetmix Tower YAML > Export" setting enabled.
Please refer to the Cetmix Tower YAML documentation for more details.