Uploaded on Apr 13, 2021
The New Data cleaning module helps to remove duplicate data in the odoo database. Whenever we create records this module checks the redundancy of data and gives suggestions for deleting or archiving those data.
Odoo 14 Data Cleaning Module
Odoo 14 Data
Cleaning Module
www.cybrosys.com
INTRODUCTION
The New Data cleaning module helps to remove duplicate data in odoo
database.
Whenever we create records this module checks the redundancy of data and
gives suggestions for deleting or arch i ving those data.
Certain rules are created inside the module and according to that rule,
redundant data are removed/archived.
Data can be automatically merged to a single record or it can be done manually
also.
First, install the Data cleaning module from the app store.
Open Data cleaning module go to - Configuration - Deduplication Rules Already we
have some deduplication rules applied on certain models.
Now let us create a new deduplication rule
The form contains:
--Name : Provide name of the deduplication rule
--Model : To which model,the rule is applied
--Domain : To add filtration on records
--Cross-Company : Switch to enable Cross-Company so that the rule is applied to all
companies
--Deduplicate removal : There are two options- Archive, Delete. The action need to
perform on records
--Merge mode : Automatic, Manual
--Notify users : We can notify users whenever the process is done(Days, Weeks,
Months)
--Suggestion threshold Active : It can be made active or inactive
--Deduplication rule : Below we have a tree view to add the rules. So inside a single
form, we can add multiple rule lines. A rule line contains two fields: Unique ID field,
merge if
Let’s create contact . Make sure that the model is the same as given in the
deduplication rule form.
Now save the form and create two records having duplicate values for the fields
mentioned in deduplication rules.
Now if you come back to the data cleaning module and click DEDUPLICATE button
inside the form. A new page will be shown with the rules on the left side and the
corresponding duplicated datas are also shown with the created date, Name, field
values, model in which it is used, ID, ismaster.
Here similarity percentage is also shown, so this helps users to make decision
whether those records need to be merged or discarded . After merging the records
duplicated records will be merged to single one.
There is one more feature in data cleaning module ie.Field cleaning.Go to -
Configuration - Field cleaning
Same as we create deduplication rule we can create field cleaning rule that helps to
clean fields in a model by trimming spaces between the letters, setting type case,
format phone, scrap html.
Spaces can be trimmed by removing all spaces or only superfluous spaces .
Field cleaning can also be done manually and automatically on a particular
model.
Specify your rules for field cleaning
create your contact name with space .ie; according to your rule specified
When you click CLEAN button inside the form it displays all the fields that need to
be cleaned with details such as Record ID, records name, field, current(current
value of the field), suggested(suggested value for the field). Looking at these
details we can validate or discard the cleaning process.
For More Check our company website for related blogs and
Odoo book.
Details www.cybrosys.com
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technical videos in Odoo.
Odoo 14 Data Cleaning Module
Thank You
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