Adding Filters, Group Bys, Search Terms, and Your Own Personal Dashboard to Odoo

Most Odoo users know the list, kanban, form, and map views, but there's one view hiding in Studio that quietly controls how your whole team finds and focuses on data: the Search view. In this live session I walk through how to customize filters, group bys, and autocomplete fields in Odoo, how to set default filters for yourself or your entire company, and how to build dynamic "my records" filters using the logged-in user (UID). Then I show one of my favorite buried features, the Dashboard (Board) app, and how to pin any live view to it. The back half is open Q&A covering real client problems: tracking serial numbers only at delivery, building deadline-reminder automations with scheduled actions, locking down search filters so users can't clear them (using a custom menu plus domain), and adding list-view buttons powered by server actions. Great for Odoo admins, consultants, and power users who want a cleaner, more focused workspace for their team. Topics: Odoo search view, custom filters, default filters, group by, dynamic UID filters, Odoo Studio, dashboards, scheduled actions, server actions, list view buttons, domains, user access. Chapters 0:00 The hidden Search view in Odoo Studio 0:52 What the search view controls: filters, group bys & autocomplete 1:23 Creating a custom filter (Mark's sales) 2:29 Dynamic "my records" filters with UID 3:03 Changing the default filter for a view 4:23 Setting a default filter for the whole company 5:05 Personal saved searches (and the group by catch) 6:42 Dynamic filters with a custom user field 8:24 Date-based filters: last 7 days & today 12:59 Group bys & autocomplete search fields 14:04 Customizing the top search bar 15:07 The hidden Dashboard (Board) app 16:06 Building your live, interactive dashboard 19:13 Q&A begins 23:11 Q&A: Entering serial numbers only at delivery 26:28 Q&A: Deadline reminder automations 29:03 Q&A: Locking down filters users keep clearing 35:47 Q&A: List view buttons & server actions 42:18 Wrap-up: why focus beats information overload