Insert clickable links

Adding links to related or supporting information can make your report or dashboard more user-friendly and effective.

You can insert a clickable link from any spreadsheet cell to:

• an Odoo menu item

• another sheet inside the same spreadsheet

• an external URL

You can insert a clickable link from any chart to an Odoo menu item.

Note

• Clicking a link to a menu item provides the same result as navigating via the Odoo menu within an app, e.g., the menu item Sales/Orders/Quotations corresponds to the default view when navigating to Sales ‣ Orders ‣ Quotations.

• It is also possible to insert a clickable link to a specific view of a model in a spreadsheet starting from the view itself. However, as this method inserts each new link in a new sheet, it is more efficient to create links to specific views starting from the spreadsheet.

Tip

Use the middle mouse button or Ctrl + left-click (Microsoft/Linux), or Command + left-click (Mac OS) to open clickable links in a new browser tab.

Insert a clickable link from a cell

To insert a clickable link from a cell:

1. Click Insert ‣ Link from the menu bar or right-click on the cell, then click Insert link. Next, depending on the desired outcome, perform one of the following actions:

   • Click the (menu) icon, then Link an Odoo menu. Select the relevant menu item from the list or click Search more to choose from a list of all menu items. Click Confirm.

   • Click the (menu) icon, then Link sheet, then choose the relevant sheet from the current spreadsheet.

   • Under Link, type a URL.

2. Enter or edit the label for the link in the Text field.

3. Click Confirm.

Insert a clickable link from a chart

To insert a clickable link from a chart to an Odoo menu item:

1. Hover over the top right of the chart’s box, then click the (menu) icon, then Edit. The chart properties appear at the right of the screen.

2. At the bottom of the Configuration tab of the chart properties panel, click under Link to Odoo menu, then select a menu.

Hover over the top right of the chart’s box to see that a new (external link) icon has been added.