How to Trigger a Wizard When Clicking on the Kanban Tile in Odoo 19

Introduction

Kanban views are one of the most efficient ways to work with data. They display records as cards, allowing users to quickly scan information and perform actions without diving into detailed forms.

By default, clicking on a Kanban card opens the full form view of that record. But what if you want something more streamlined? In many business scenarios, you don't need to expose the entire form - you just need users to confirm an action, update a specific field, or provide some additional context. This is where wizards come in handy.

This blog demonstrates how to trigger a wizard when clicking on a Kanban tile in Odoo 19. We'll use the res.partner.bank (Bank Accounts) model as our example. Since this model doesn't have a Kanban view by default, it's a perfect opportunity to build one from scratch and connect it to a custom wizard.

The module demonstrates how to trigger a wizard when clicking a Kanban tile in Odoo 19. It includes:

• A method that returns a wizard action.

• A Kanban view that calls this method when a tile is clicked.

• The use of action and type attributes in the Kanban tag to trigger the method.

• A pop-up wizard that allows activate and deactivate a bank account without using a server action

In Odoo, a method can be called directly from a Kanban tile by defining the action and type attributes in the Kanban view:

1. Creating the Wizard

Create a new Python file inside your module:

wizard/bank_active_wizard.py

This wizard lets the user change the active status of a bank account.

2. Create the Wizard View

wizard/bank_activate_wizard_views.xml

3. Access Rights

security/ir.model.access.csv

3. Add Action Method to res.partner.bank

views/res_partner_bank.py

4. Create the Kanban View

Since res.partner.bank has no Kanban view by default, we create one.

views/res_partner_bank_views.xml

• Bank Accounts are shown in a Kanban view. Each card displays account number, bank name, and active status

• Clicking on a card opens a wizard. The wizard allows activation or deactivation of the bank account instantly

Conclusion

Opening a wizard directly from a Kanban tile in Odoo 19 is a powerful way to simplify everyday workflows. Instead of navigating away to a form view, users can perform important actions through a focused pop-up, keeping them in context and improving productivity.

By combining Kanban customization with Odoo wizards, you can create smarter, more interactive, and more secure business processes that fit real-world needs.

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