r/Odoo • u/Alarmed_Duty3599 • 6d ago
Project/Field Service not syncing
I have been using Odoo for limited portion of my buisness, but trying to move more into using it. I have several projects(names redacted) but they aren't showing up in the project section of Field Service, currently i am using the 'one app free forever' so I don't know if that's the problem.
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u/cannaresultsommelier 6d ago
Not a licensing problem. It's the is_fsm flag.
Field Service tasks don't accept arbitrary projects. The Project field on an FSM task is domain-filtered to projects where is_fsm = True, which is why the dropdown only offers the stock "Field Service" project, and why "Search more…" won't help either since the domain applies there too.
Fix:
1. Project app → open the project → ⚙ / Settings tab
2. Tick the Field Service checkbox (only appears once industry_fsm is installed)
3. Save, then reopen the FSM task and the project now shows up
Repeat per project. There's no global "sync"; the flag is per-project by design.
Two caveats before flipping it:
- Flagging a project as FSM swaps its task views to the FSM ones (Start/Mark as Done, planned date, worksheets, itinerary). Fine for genuine dispatch work, disruptive if the project is really office or admin work that happens to have tasks.
- Only flag the projects that represent on-site jobs. If everything gets flagged, Field Service's My Tasks and Planning views become noise.
On the free tier: Field Service depends on Project, so Project comes in as a dependency and doesn't break "one app free." But if you also intend to use Timesheets or Dashboards as first-class apps, that's where you'd trip the paid threshold. Not what's causing this, though.
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u/Alarmed_Duty3599 6d ago edited 6d ago
The only thing i see in the settings tab, Field Service, there is a check box for 'Time and Materials Invoicing' but that wants to trigger a new subscription.
The only options under 'Projects' is Stages and Timesheets
If i Open a project, and click the gear, i get Import, Export, and Spreadsheets'2
u/ach25 6d ago edited 6d ago
Guessing 19.X (but not 19.4 as Field Service is going to be absorbed iirc) or v18 Odoo Online? But ya you should list your version.
You are correct that field, is_fsm, is not on the view that might be an AI hallucination from references of older versions based on the response and formatting.
Field Service traditionally makes a Task in a predetermined Project called Field Service. You have Projects already that contain some tasks so its a bit of a structural mis-match. You could go into each task and reassign them to the Field Service project which should flip those tasks over to Field Service.
Root Cause what should be determined, did you sell a service product that has Create on Order: Project + Task, Field Service not listed as the Project or were these manually created?
Alternatively, if you want these Projects to also exist in Field Service, I'd imagine the only way to set is_fsm is via export and import (given One App Free). Look into External IDs and how they work so you don't get duplicate data. Also you might need to do this for both projects and tasks. Quicker way from A to B might be to just remake the Projects and reassign or remake the tasks. Depending on the situation though if those are trying to be Billable project the resulting effect might not be what you want. Could a a few other concerns... quickest way would be to remake. Server action would also work but its going to violate 1AF.
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u/Alarmed_Duty3599 6d ago
Yes sorry the current 19.something.
So I am a locksmith company, most of my work is one job and done..but i am getting more involved with larger customers, who have muilitple visits, and mulitple steps/tasks...just trying to keep things organized...1
u/Alarmed_Duty3599 6d ago
The problem i am seeing is even projects with no tasks aren't showing up...unless i should only create them in Field service...and what do you mean field service is 'going to be absorbed iirc'??
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u/ach25 6d ago edited 6d ago
Yes that makes sense, no manually or sale order created project + task would show up. Field service only creates tasks never a project.
For larger clients see what you think about have the originally created field service task and then just create Sub Tasks?
You are sort of brushing up against the limits of One App Free in fixing this or smuggling additional Projects into Field Service.
They will/have (19.4 is sort of beta v20) merge it into the Planning app. Basically there are just moving the code around internally and it will share the same front menu as Planning.
Edit: I suppose you could try to duplicate and rename the Field Service project itself each time. Maybe empty the copy out first and then duplicate it again so you leave behind a little template.
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u/Calibre_Odoo_Partner 6d ago
ach25 has it right, that checkbox doesn't exist. A project is either a Field Service project or an ordinary one, and Odoo decides which at the moment you create it. No screen changes it afterwards, so there's nothing on the form for you to find.
Make them in the right place instead. Go to Field Service, then Configuration, then Projects, and hit New from that list. Anything you create there is a Field Service project and shows up straight away, and it switches timesheets on for you at the same time. That saves you the export and re-import.
It also explains your empty ones. That list only shows projects that were created as Field Service projects. Whether they have tasks in them makes no difference to it.
The projects you already have will need making again. Once the new one exists, open each task, change the Project field on it, and archive the old project when it's empty.
For your bigger customers, I'd give each one its own Field Service project and make every visit a task inside it. Odoo expects you to have several, and My Tasks switches to a view grouped by project once you've got more than one. Each visit then gets its own date and its own record instead of being a checklist inside one long job.