Business rules that speak up on every form

Smart Alerts lets any admin configure no-code contextual banners on any Odoo document — complete with a guided condition builder, live preview, analytics, and one-click rollback.

The problem

Employees miss critical process steps — a customer on credit hold, a discontinued product, an order over its approval threshold — because the rule lives outside the form's field logic. Every change to a business rule means another developer ticket and another release cycle.

The solution

Smart Alerts lets any process owner define a rule once through a guided, no-code builder and see it enforced instantly as a contextual banner on the exact form where the decision is made — no code, no waiting on IT.

Capabilities

Everything a rule owner needs

Every capability below is implemented in the module.

01

Guided condition builder

Combine multiple field conditions with ALL/ANY logic through plain pickers — no domain syntax, no code.

02

Severity-styled banners

Every alert renders as a danger, warning, info, or success banner, so users triage what needs attention first at a glance.

03

Live data in every message

Alert text can reference the record's own field values — customer name, amount, threshold — so messages read as specific, not generic.

04

Group-based visibility

Restrict any alert to the roles that need it — credit control sees credit-hold warnings, other teams see none of the noise.

05

Preview before publishing

Test an alert against a real matching record and see exactly how it will render before it ever reaches an end user.

06

Trigger & dismissal analytics

Every fire and dismissal is logged per alert, so rule owners know which alerts are working and which have gone stale.

07

Versioning & rollback

Every configuration change is captured as a version snapshot. Revert to any prior version in a single click.

08

Guided starter templates

Ready-to-adapt templates for credit holds, discontinued products, and approval thresholds get a new admin to a working alert in minutes.

09

Priority stacking & bulk actions

Set a priority per alert and a stack limit per record, and manage dozens of rules at once with bulk enable, disable, and publish actions.

Workflow

How it works

1

Define the rule

Pick a document type and build conditions with the guided ALL/ANY builder — no code required.

2

Preview it

Run the Preview wizard against a real record to see exactly how the alert will look before anyone else does.

3

Publish & scope

Set severity, priority, and the groups who should see it, then publish — alone or in bulk with the others.

4

Monitor & refine

Track trigger and dismissal counts, then version or roll back the rule as your process evolves.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

No. Every condition is built through the guided ALL/ANY builder using plain field pickers and operators — no Odoo domain syntax or Python required.

Get the app

Buy it on the Odoo App Store

Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.

Smart Alerts

No-code contextual banners built in a guided condition builder and shown on the exact form where the decision is made — severity-styled, group-scoped, previewed before publishing, then versioned and measured.

Buy on Odoo App Store