2021-05-18 07:16:30 +02:00
|
|
|
|
# SOME DESCRIPTIVE TITLE.
|
|
|
|
|
|
# Copyright (C) Odoo S.A.
|
|
|
|
|
|
# This file is distributed under the same license as the Odoo package.
|
|
|
|
|
|
# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
|
|
|
|
|
|
#
|
2022-11-20 00:40:35 +01:00
|
|
|
|
# Translators:
|
|
|
|
|
|
# Martin Trigaux, 2022
|
|
|
|
|
|
#
|
2021-05-18 07:16:30 +02:00
|
|
|
|
#, fuzzy
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
msgstr ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"Project-Id-Version: Odoo 16.0\n"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
"Report-Msgid-Bugs-To: \n"
|
2022-11-20 00:40:35 +01:00
|
|
|
|
"POT-Creation-Date: 2022-11-17 09:28+0000\n"
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"PO-Revision-Date: 2022-10-04 12:54+0000\n"
|
2022-11-20 00:40:35 +01:00
|
|
|
|
"Last-Translator: Martin Trigaux, 2022\n"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
"Language-Team: Portuguese (Brazil) (https://www.transifex.com/odoo/teams/41243/pt_BR/)\n"
|
|
|
|
|
|
"MIME-Version: 1.0\n"
|
|
|
|
|
|
"Content-Type: text/plain; charset=UTF-8\n"
|
|
|
|
|
|
"Content-Transfer-Encoding: 8bit\n"
|
|
|
|
|
|
"Language: pt_BR\n"
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"Plural-Forms: nplurals=3; plural=(n == 0 || n == 1) ? 0 : n != 0 && n % 1000000 == 0 ? 1 : 2;\n"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity.rst:5
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid "Productivity"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss.rst:8
|
|
|
|
|
|
msgid "Discuss"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/advanced.rst:5
|
|
|
|
|
|
msgid "Advanced"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:3
|
|
|
|
|
|
msgid "Configure ICE servers with Twilio"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:5
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"Odoo Discuss uses WebRTC API and peer-to-peer connections for voice and "
|
|
|
|
|
|
"video calls. If one of the call attendees is behind a symmetric NAT, you "
|
|
|
|
|
|
"need to configure an ICE server to establish a connection to the call "
|
|
|
|
|
|
"attendee. To set up an ICE server, first, create a Twilio account for video "
|
|
|
|
|
|
"calls, and then, connect that Twilio account to Odoo."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:11
|
|
|
|
|
|
msgid "Create a Twilio account"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:13
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"First, go to `Twilio <https://www.twilio.com_>`_ and click :guilabel:`Sign "
|
|
|
|
|
|
"up` to create a new Twilio account. Next, enter your name and email address,"
|
|
|
|
|
|
" create a password, and accept Twilio's terms of service. Then, click "
|
|
|
|
|
|
":guilabel:`Start your free trial`. Verify your email address with Twilio, as"
|
|
|
|
|
|
" per their instructions."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:18
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"Next, enter your phone number into Twilio. Then, Twilio will send you an SMS"
|
|
|
|
|
|
" text message containing a verification code. Enter the verification code "
|
|
|
|
|
|
"into Twilio to verify your phone number."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:22
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"After that, Twilio redirects to a welcome page. Use the following list to "
|
|
|
|
|
|
"answer Twilio's questions:"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:25
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"For :guilabel:`Which Twilio product are you here to use?`, select "
|
|
|
|
|
|
":guilabel:`Video`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:26
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"For :guilabel:`What do you plan to build with Twilio?`, select "
|
|
|
|
|
|
":guilabel:`Other`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:27
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"For :guilabel:`How do you want to build with Twilio?`, select "
|
|
|
|
|
|
":guilabel:`With no code at all`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:28
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"For :guilabel:`What is your goal today?`, select :guilabel:`3rd party "
|
|
|
|
|
|
"integrations`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rstNone
|
|
|
|
|
|
msgid "The Twilio welcome page."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:34
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"If necessary, change the billing country. Finally, click :guilabel:`Get "
|
|
|
|
|
|
"Started with Twilio`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:37
|
|
|
|
|
|
msgid "Locate the Twilio Account SID and Auth Token"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:39
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"To locate the Account SID and Auth Token, go to the Twilio account "
|
|
|
|
|
|
"dashboard. Then, click :guilabel:`Develop` on the sidebar. In the "
|
|
|
|
|
|
":guilabel:`Account Info` section, locate the :guilabel:`Account SID` and the"
|
|
|
|
|
|
" :guilabel:`Auth Token`. Both of these are needed to connect Twilio to Odoo."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rstNone
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"The Twilio Account SID and Auth Token can be found uner the Account Info "
|
|
|
|
|
|
"section."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:49
|
|
|
|
|
|
msgid "Connect Twilio to Odoo"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:51
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"Open the Odoo database and go to :menuselection:`Settings --> General "
|
|
|
|
|
|
"Settings --> Discuss`. Check the box next to :guilabel:`Use Twilio ICE "
|
|
|
|
|
|
"servers` and enter the Twilio account's :guilabel:`Account SID` and "
|
|
|
|
|
|
":guilabel:`Auth Token`. Finally, click :guilabel:`Save` to apply these "
|
|
|
|
|
|
"changes."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rstNone
|
|
|
|
|
|
msgid "Enable the \"Use Twilio ICE servers\" option in Odoo General Settings."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:61
|
|
|
|
|
|
msgid "Define a list of custom ICE servers"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:63
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"This step is not required for the Twilio configuration. However, if Twilio "
|
|
|
|
|
|
"is not configured or is not working at any given moment, Odoo will fall back"
|
|
|
|
|
|
" on the custom ICE servers list. The user must define the list of custom ICE"
|
|
|
|
|
|
" servers."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:67
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"In :menuselection:`Settings --> General Settings --> Discuss`, click the "
|
|
|
|
|
|
":guilabel:`ICE Servers` button under :guilabel:`Custom ICE server list`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rstNone
|
|
|
|
|
|
msgid "The \"ICE Servers\" button in Odoo General Settings."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:74
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"Odoo will redirect to the :guilabel:`ICE servers` page. Here you can define "
|
|
|
|
|
|
"your own list of ICE servers."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rstNone
|
|
|
|
|
|
msgid "The \"ICE servers\" page in Odoo."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview.rst:5
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid "Overview"
|
2022-10-30 00:40:31 +02:00
|
|
|
|
msgstr ""
|
2021-05-18 07:16:30 +02:00
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/get_started.rst:3
|
|
|
|
|
|
msgid "Get Started with Discuss"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/get_started.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Discuss allows you to bring all of your company’s communication together "
|
|
|
|
|
|
"through messages, notes, and chat. Share information, projects, files, "
|
|
|
|
|
|
"prioritize tasks, and stay connected with colleagues and partners throughout"
|
|
|
|
|
|
" applications. Forge better relationships, increase productivity and "
|
|
|
|
|
|
"transparency by promoting a convenient way of communicating."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/get_started.rst:13
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid "Choose your notifications preference"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/get_started.rst:15
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
|
|
|
|
|
"Access your *Preferences* and choose how you would like your notifications "
|
|
|
|
|
|
"to be handled."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/get_started.rstNone
|
|
|
|
|
|
msgid "View of the preferences page for Odoo Discuss"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/get_started.rst:23
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
|
|
|
|
|
"By default, the field is set as *Handle by Emails* making messages, notes, "
|
|
|
|
|
|
"and notifications where you were mentioned or that you follow, to be sent "
|
|
|
|
|
|
"through email. By choosing *Handle in Odoo*, they are shown in the *Inbox*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/get_started.rst:24
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid "Messages can then be *Marked as Todo*, *Replied*, or *Marked as Read*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/get_started.rstNone
|
|
|
|
|
|
msgid "View of an inbox message and its action options in Odoo Discuss"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/get_started.rst:30
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
|
|
|
|
|
"The messages tagged as *Mark as Todo* are also shown in *Starred*, while the"
|
|
|
|
|
|
" ones *Marked as Read* are moved to *History*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/get_started.rstNone
|
|
|
|
|
|
msgid "View of messages marked as todo in Odoo Discuss"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/get_started.rst:38
|
2022-10-30 00:40:31 +02:00
|
|
|
|
msgid "Start Chatting"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/get_started.rst:40
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
|
|
|
|
|
"The first time you log in to your account, OdooBot sends you a message "
|
|
|
|
|
|
"asking for permission to receive desktop notifications to chats. If "
|
|
|
|
|
|
"accepted, you receive push notifications to the messages sent to you despite"
|
|
|
|
|
|
" of where you are in Odoo."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/get_started.rstNone
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"View of the messages under the messaging menu emphasizing the request for push\n"
|
|
|
|
|
|
"notifications for Odoo Discuss"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/get_started.rst:50
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
|
|
|
|
|
"To stop receiving desktop notifications, reset the notifications settings of"
|
|
|
|
|
|
" your browser."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/get_started.rst:52
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
|
|
|
|
|
"To start a chat, click on *New Message* on the *Messaging Menu*, or go to "
|
|
|
|
|
|
"*Discuss* and send a *Direct Message*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/get_started.rstNone
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"View of discuss’s panel emphasizing the titles channels and direct messages "
|
|
|
|
|
|
"in Odoo Discuss"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/get_started.rst:60
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
|
|
|
|
|
"You can also create :doc:`public and private channels <team_communication>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/get_started.rst:63
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid "Mentions in the chat and on the Chatter"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/get_started.rst:66
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
|
|
|
|
|
"To mention a user within a chat or the chatter type *@user-name*; to refer "
|
|
|
|
|
|
"to a channel, type *#channel-name*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/get_started.rst:68
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
|
|
|
|
|
"A notification is sent to the user mentioned either to his *Inbox* or "
|
|
|
|
|
|
"through email, depending on his settings."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/get_started.rstNone
|
|
|
|
|
|
msgid "View of a couple of chat window messages for Odoo Discuss"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/get_started.rst:75
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
|
|
|
|
|
"When a user is mentioned, the search list (list of names) suggests values "
|
|
|
|
|
|
"first based on the task’s followers, and secondly on *Employees*. If the "
|
|
|
|
|
|
"record being searched does not match with either a follower or employee, the"
|
|
|
|
|
|
" scope of the search becomes all partners."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/get_started.rst:80
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid "Chat status"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/get_started.rst:82
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
|
|
|
|
|
"It is helpful to see what colleagues are up to and how quickly they can "
|
|
|
|
|
|
"respond to messages by checking their *Status*. The status is shown on the "
|
|
|
|
|
|
"left side of a contact’s names on Discuss’ sidebar and on the *Messaging "
|
|
|
|
|
|
"menu*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/get_started.rst:86
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid "Green = online"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/get_started.rst:87
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid "Orange = away"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/get_started.rst:88
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid "White = offline"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/get_started.rst:89
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid "Airplane = out of the office"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/get_started.rstNone
|
|
|
|
|
|
msgid "View of the contacts’ status for Odoo Discuss"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/get_started.rst:97
|
2021-05-18 07:16:30 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:65
|
|
|
|
|
|
msgid ":doc:`team_communication`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/get_started.rst:98
|
|
|
|
|
|
msgid ":doc:`/applications/general/email_communication/email_servers`"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:3
|
|
|
|
|
|
msgid "Get Organized by Planning Activities"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When you plan activities you minimize the risk of uncertainties, as you "
|
|
|
|
|
|
"provide clear directions for the course of your next action. In addition to "
|
|
|
|
|
|
"that, you do not leave space for wasteful activities and reduce the chance "
|
|
|
|
|
|
"of having overlapping actions between team members."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:10
|
|
|
|
|
|
msgid "Where do I see my schedule activities?"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:12
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Access and manage your activities wherever you are in Odoo by the "
|
|
|
|
|
|
"*Activities* menu."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/plan_activities.rstNone
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"View of crm leads page emphasizing the activities menu for Odoo Discuss"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2021-05-18 07:16:30 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:20
|
|
|
|
|
|
msgid "Plan activities"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:22
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Activities can be planned and managed from the chatter by clicking on "
|
|
|
|
|
|
"*Schedule activity*, or through Kanban views."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/plan_activities.rstNone
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"View of crm leads and the option to schedule an activity for Odoo Discuss"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2021-05-18 07:16:30 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:31
|
|
|
|
|
|
msgid "Set your activity types"
|
2022-10-30 00:40:31 +02:00
|
|
|
|
msgstr ""
|
2021-05-18 07:16:30 +02:00
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:33
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A number of activities types are available by default in Odoo (call, email, "
|
|
|
|
|
|
"meeting, etc.). However, you can set new ones going to "
|
|
|
|
|
|
":menuselection:`Settings --> Activity types`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/plan_activities.rstNone
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"View of the settings page emphasizing the menu activity types for Odoo "
|
|
|
|
|
|
"Discuss"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2021-05-18 07:16:30 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:42
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If you need to create an activity type with an available calendar, make sure"
|
|
|
|
|
|
" to create it with an *Action to Perform* set as *Meeting*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:46
|
|
|
|
|
|
msgid "Recommend next activities"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:48
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Odoo helps you to plan a flow of activities by allowing you to set "
|
|
|
|
|
|
"*Recommended Next Activities*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/plan_activities.rstNone
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"View of an activity type form emphasizing the field recommended next activities for Odoo\n"
|
|
|
|
|
|
"Discuss"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2021-05-18 07:16:30 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:55
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once the respective activity is completed, select *Done & Schedule Next* and"
|
|
|
|
|
|
" next steps are suggested to you."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/plan_activities.rstNone
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"View of an activity being schedule emphasizing the recommended activities field being\n"
|
|
|
|
|
|
"shown for Odoo Discuss"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2021-05-18 07:16:30 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:64
|
|
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:115
|
|
|
|
|
|
msgid ":doc:`get_started`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:3
|
|
|
|
|
|
msgid "Efficiently Communicate Using Channels"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You can use channels to organize discussions between individual teams, "
|
|
|
|
|
|
"departments, projects, or any other group that requires regular "
|
|
|
|
|
|
"communication. This way, you keep everyone in the loop updated with the "
|
|
|
|
|
|
"latest developments."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:10
|
|
|
|
|
|
msgid "Public and Private channels"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:12
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A *Public* channel can be seen by everyone, while a *Private* one is only "
|
|
|
|
|
|
"visible to users invited to it."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/team_communication.rstNone
|
|
|
|
|
|
msgid "View of discuss’s sidebar and a channel being created in Odo Discuss"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2021-05-18 07:16:30 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:21
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A public channel is best used when many employees need to access information"
|
|
|
|
|
|
" (such as company announcements), whereas a private channel could be used "
|
|
|
|
|
|
"whenever information should be limited to specific groups (such as a "
|
|
|
|
|
|
"specific department)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:26
|
|
|
|
|
|
msgid "Configuration options"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:28
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You can configure a channel’s name, description, email alias, and privacy by"
|
|
|
|
|
|
" clicking on the *Channel Settings* icon on the sidebar."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/team_communication.rstNone
|
|
|
|
|
|
msgid "View of a channel’s settings form in Odoo Discuss"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2021-05-18 07:16:30 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:36
|
|
|
|
|
|
msgid "Privacy and Members"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:40
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Changing *Who can follow the group’s activities?* allows you to control "
|
|
|
|
|
|
"which groups can have access to the channel. Note that allowing *Everyone* "
|
|
|
|
|
|
"to follow a private channel lets other users view and join it, as they would"
|
|
|
|
|
|
" a public one."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:42
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If you choose *Invited people only*, go to the *Members* tab to add your "
|
|
|
|
|
|
"members, or, go to Discuss’ main page, select the channel and click on "
|
|
|
|
|
|
"*Invite*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/team_communication.rstNone
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"View of Discuss’ sidebar emphasizing the option to invite members in Odoo "
|
|
|
|
|
|
"Discuss"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2021-05-18 07:16:30 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:49
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"For *Selected group of users*, the option *Auto Subscribe Groups* "
|
|
|
|
|
|
"automatically add its members as followers. In other words, while "
|
|
|
|
|
|
"*Authorized Groups* limits which users can access the channel, *Auto "
|
|
|
|
|
|
"Subscribe Groups* automatically adds the user as a member as long as they "
|
|
|
|
|
|
"are part of the group."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:55
|
|
|
|
|
|
msgid "Use a channel as a mailing list"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:57
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Choosing to *Send messages by email* configures the channel to behave as a "
|
|
|
|
|
|
"mailing list."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:59
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Enabling this option allows you to *Moderate this channel*, meaning that "
|
|
|
|
|
|
"messages will need to be approved before being sent."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/team_communication.rstNone
|
|
|
|
|
|
msgid "View of a message with a pending moderation status in Odoo Discuss"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2021-05-18 07:16:30 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:66
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Under the *Moderation* tab choose as many moderators as you need, and if you"
|
|
|
|
|
|
" would like them to receive an *Automatic notification*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:67
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Mark *Send guidelines to new subscribers* to automatically send instructions"
|
|
|
|
|
|
" to newcomers."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/team_communication.rstNone
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"View of a channel’s settings form emphasizing the tab moderation in Odoo "
|
|
|
|
|
|
"Discuss"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2021-05-18 07:16:30 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:73
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Moderators can: *Accept*, *Reject*, *Discard*, *Always Allow* or *Ban* "
|
|
|
|
|
|
"messages."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/team_communication.rstNone
|
|
|
|
|
|
msgid "View of a message to be moderated in Odoo Discuss"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2021-05-18 07:16:30 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:80
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Members of a mailing channel receive messages through email regardless of "
|
|
|
|
|
|
"their :doc:`notification preference <get_started>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:83
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once a channel is moderated, the menu *Ban List* allows you to add email "
|
|
|
|
|
|
"addresses per moderated channel to auto-ban them from sending messages."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/team_communication.rstNone
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"View of a channel’s setting form emphasizing the ban Lists menu in Odoo "
|
|
|
|
|
|
"Discuss"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2021-05-18 07:16:30 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:91
|
|
|
|
|
|
msgid "Quick search bar"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:93
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once at least 20 channels, direct message and live chat conversations (if "
|
|
|
|
|
|
"the module is installed on your database) are pinned in the sidebar, a "
|
|
|
|
|
|
"*Quick search…* bar is displayed. It is a clever way to filter conversations"
|
|
|
|
|
|
" and quickly find the one you need."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/team_communication.rstNone
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"View of the Discuss’ sidebar emphasizing the quick search bar in Odoo "
|
|
|
|
|
|
"Discuss"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2021-05-18 07:16:30 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:103
|
|
|
|
|
|
msgid "Finding channels"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:106
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click on *Channels* (on the sidebar), browse through the list of public "
|
|
|
|
|
|
"channels, and join or leave them from a single screen."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:108
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Apply filters criteria and save it for later use. The search function "
|
|
|
|
|
|
"accepts wildcards by using the underscore character *(_)* to represent a "
|
|
|
|
|
|
"single character."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/team_communication.rstNone
|
|
|
|
|
|
msgid "View of a channel being searched through filters in Odoo Discuss"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2021-05-18 07:16:30 +02:00
|
|
|
|
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:116
|
|
|
|
|
|
msgid ":doc:`plan_activities`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/iot.rst:8
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid "Internet of Things (IoT)"
|
2022-10-30 00:40:31 +02:00
|
|
|
|
msgstr ""
|
2021-05-18 07:16:30 +02:00
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/iot/config.rst:5
|
|
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/gmail.rst:6
|
|
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:6
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid "Configuration"
|
2022-10-30 00:40:31 +02:00
|
|
|
|
msgstr ""
|
2021-05-18 07:16:30 +02:00
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/connect.rst:3
|
|
|
|
|
|
msgid "Connect an IoT Box to your database"
|
2022-10-30 00:40:31 +02:00
|
|
|
|
msgstr ""
|
2021-05-18 07:16:30 +02:00
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/connect.rst:5
|
|
|
|
|
|
msgid "Install the Internet of Things (IoT) App on your Odoo Database."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/connect.rst:10
|
|
|
|
|
|
msgid "Go in the IoT App and click on Connect on the IoT Boxes page."
|
2022-10-30 00:40:31 +02:00
|
|
|
|
msgstr ""
|
2021-05-18 07:16:30 +02:00
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/connect.rst:15
|
|
|
|
|
|
msgid "Follow the steps to connect your IoT Box."
|
2022-10-30 00:40:31 +02:00
|
|
|
|
msgstr ""
|
2021-05-18 07:16:30 +02:00
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/connect.rst:21
|
|
|
|
|
|
msgid "Ethernet Connection"
|
2022-10-30 00:40:31 +02:00
|
|
|
|
msgstr ""
|
2021-05-18 07:16:30 +02:00
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/connect.rst:23
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Connect to the IoT Box all the devices that have to be connected with cables"
|
|
|
|
|
|
" (ethernet, usb devices, etc.)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/connect.rst:26
|
|
|
|
|
|
msgid "Power on the IoT Box."
|
2022-10-30 00:40:31 +02:00
|
|
|
|
msgstr ""
|
2021-05-18 07:16:30 +02:00
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/connect.rst:28
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Read the Pairing Code from a screen or a receipt printer connected to the "
|
|
|
|
|
|
"IoT Box."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/connect.rst:32
|
|
|
|
|
|
msgid "Input the Pairing Code and click on the Pair button."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/connect.rst:35
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Recent changes in modern web browsers forced us to modify the connection "
|
|
|
|
|
|
"wizard. If your screen is different from the screenshots, make sure that the"
|
|
|
|
|
|
" ``iot_pairing`` module is installed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/connect.rst:40
|
|
|
|
|
|
msgid "WiFi Connection"
|
2022-10-30 00:40:31 +02:00
|
|
|
|
msgstr ""
|
2021-05-18 07:16:30 +02:00
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/connect.rst:42
|
|
|
|
|
|
msgid "Power on the IoT Box"
|
2022-10-30 00:40:31 +02:00
|
|
|
|
msgstr ""
|
2021-05-18 07:16:30 +02:00
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/connect.rst:44
|
|
|
|
|
|
msgid "Copy the token"
|
2022-10-30 00:40:31 +02:00
|
|
|
|
msgstr ""
|
2021-05-18 07:16:30 +02:00
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/connect.rst:48
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Connect to the IoT Box WiFi Network (make sure there is no ethernet cable "
|
|
|
|
|
|
"plugged in your computer)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/connect.rst:53
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You will be redirected to the IoT Box Homepage (if it doesn't work, connect "
|
|
|
|
|
|
"to the IP address of the box). Give a name to your IoT Box (not required) "
|
|
|
|
|
|
"and paste the token, then click on next."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/connect.rst:60
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If you are on Runbot, do not forget to add the -all or -base in the token "
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"(e.g. this token "
|
|
|
|
|
|
"**http://375228-saas-11-5-iot-f3f920.runbot16.odoo.com\\|4957098401** should"
|
|
|
|
|
|
" become "
|
2021-05-18 07:16:30 +02:00
|
|
|
|
"**http://375228-saas-11-5-iot-f3f920-all.runbot16.odoo.com\\|4957098401**)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/connect.rst:66
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Choose the WiFi network you want to connect with (enter the password if "
|
|
|
|
|
|
"there is one) and click on Submit. Wait a few seconds before being "
|
|
|
|
|
|
"redirected to your database."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/connect.rst:72
|
|
|
|
|
|
msgid "You should now see the IoT Box."
|
2022-10-30 00:40:31 +02:00
|
|
|
|
msgstr ""
|
2021-05-18 07:16:30 +02:00
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/connect.rst:78
|
|
|
|
|
|
msgid "IoT Box Schema"
|
2022-10-30 00:40:31 +02:00
|
|
|
|
msgstr ""
|
2021-05-18 07:16:30 +02:00
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/flash_sdcard.rst:3
|
|
|
|
|
|
msgid "Flashing your SD Card"
|
2022-10-30 00:40:31 +02:00
|
|
|
|
msgstr ""
|
2021-05-18 07:16:30 +02:00
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/flash_sdcard.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In some case, you may need to reflash your IoT Box’s SD Card to benefit from"
|
|
|
|
|
|
" our latest updates."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/flash_sdcard.rst:9
|
|
|
|
|
|
msgid "Upgrade from the IoT Box homepage"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/flash_sdcard.rst:11
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Go to the IoT Box homepage, click on *Update*, next to the version number. "
|
|
|
|
|
|
"If a new version of the IoT Box image is available, you will see a *Upgrade "
|
|
|
|
|
|
"to ___* button a the bottom of the page, the IoT Box will then flash itself "
|
|
|
|
|
|
"to the new version of the IoT Box. All of your configurations will be saved."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/flash_sdcard.rst:18
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"This process can take more than 30 minutes. Do not turn off or unplug the "
|
|
|
|
|
|
"IoT Box as it would leave it in an inconsistent state."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/flash_sdcard.rst:25
|
|
|
|
|
|
msgid "Upgrade with Etcher"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/flash_sdcard.rst:27
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Go to Balena’s website and download `Etcher <https://www.balena.io/>`__. "
|
|
|
|
|
|
"It’s a free and open-source utility used for burning image files. Install "
|
|
|
|
|
|
"and launch it. Download the latest image from `nightly "
|
|
|
|
|
|
"<http://nightly.odoo.com/master/iotbox/>`__."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/flash_sdcard.rst:32
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, open *Etcher* and select *Flash from file*, find the image you just "
|
|
|
|
|
|
"downloaded. Insert the IoT Box SD card into your computer and select it. "
|
|
|
|
|
|
"Click on *Flash* and wait for the process to finish."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/pos.rst:3
|
|
|
|
|
|
msgid "Use the IoT Box for the PoS"
|
2022-10-30 00:40:31 +02:00
|
|
|
|
msgstr ""
|
2021-05-18 07:16:30 +02:00
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/pos.rst:9
|
|
|
|
|
|
msgid "Prerequisites"
|
2022-10-30 00:40:31 +02:00
|
|
|
|
msgstr ""
|
2021-05-18 07:16:30 +02:00
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/pos.rst:11
|
|
|
|
|
|
msgid "Before starting, make sure you have the following:"
|
2022-10-30 00:40:31 +02:00
|
|
|
|
msgstr ""
|
2021-05-18 07:16:30 +02:00
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/pos.rst:13
|
|
|
|
|
|
msgid "An IoT Box, with its power adapter."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/pos.rst:15
|
|
|
|
|
|
msgid "A computer or tablet with an up-to-date web browser"
|
2022-10-30 00:40:31 +02:00
|
|
|
|
msgstr ""
|
2021-05-18 07:16:30 +02:00
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/pos.rst:17
|
|
|
|
|
|
msgid ""
|
2022-11-20 00:40:35 +01:00
|
|
|
|
"A running Odoo Online or Odoo instance with the Point of Sale and IoT apps "
|
2021-05-18 07:16:30 +02:00
|
|
|
|
"installed"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/pos.rst:20
|
|
|
|
|
|
msgid "A local network setup with DHCP (this is the default setting)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/pos.rst:22
|
|
|
|
|
|
msgid "An RJ45 Ethernet Cable (optional, WiFi is built in)"
|
2022-10-30 00:40:31 +02:00
|
|
|
|
msgstr ""
|
2021-05-18 07:16:30 +02:00
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/pos.rst:24
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Any of the supported hardware (receipt printer, barcode scanner, cash "
|
|
|
|
|
|
"drawer, payment terminal, scale, customer display, etc.). The list of "
|
|
|
|
|
|
"supported hardware can be found on the `POS Hardware page "
|
|
|
|
|
|
"<https://www.odoo.com/page/point-of-sale-hardware>`__"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/pos.rst:30
|
|
|
|
|
|
msgid "Set Up"
|
2022-10-30 00:40:31 +02:00
|
|
|
|
msgstr ""
|
2021-05-18 07:16:30 +02:00
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/pos.rst:32
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To connect hardware to the PoS, the first step is to connect an IoT Box to "
|
|
|
|
|
|
"your database. For this, follow this :doc:`documentation <connect>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/pos.rst:36
|
|
|
|
|
|
msgid "Then, you have to connect the peripheral devices to your IoT Box."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/pos.rst:38
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"**Printer**: Connect a supported receipt printer to a USB port or to the "
|
|
|
|
|
|
"network and power it on."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/pos.rst:41
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"**Cash drawer**: The cash drawer should be connected to the printer with an "
|
|
|
|
|
|
"RJ25 cable."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/pos.rst:44
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"**Barcode scanner**: Connect your barcode scanner. In order for your barcode"
|
|
|
|
|
|
" scanner to be compatible it must end barcodes with an Enter character "
|
|
|
|
|
|
"(keycode 28). This is most likely the default configuration of your barcode "
|
|
|
|
|
|
"scanner."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/pos.rst:49
|
|
|
|
|
|
msgid "**Scale**: Connect your scale and power it on."
|
2022-10-30 00:40:31 +02:00
|
|
|
|
msgstr ""
|
2021-05-18 07:16:30 +02:00
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/pos.rst:51
|
|
|
|
|
|
msgid ""
|
2022-11-20 00:40:35 +01:00
|
|
|
|
"**Customer Display**: Connect a screen to the IoT Box to display the PoS "
|
|
|
|
|
|
"order. Please refer to :doc:`/applications/productivity/iot/devices/screen`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-11-20 00:40:35 +01:00
|
|
|
|
#: ../../content/applications/productivity/iot/config/pos.rst:55
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
|
|
|
|
|
"**Payment terminal**: The connection process depends on the terminal, please"
|
|
|
|
|
|
" refer to the :doc:`payment terminals documentation "
|
|
|
|
|
|
"</applications/sales/point_of_sale/payment>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-11-20 00:40:35 +01:00
|
|
|
|
#: ../../content/applications/productivity/iot/config/pos.rst:59
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once it's done, you can connect the IoT Box to your PoS. For this, go in "
|
|
|
|
|
|
":menuselection:`Point of Sale --> Configuration --> PoS`, tick *IoT Box* and"
|
|
|
|
|
|
" select the devices you want to use in this Point of Sale. Save the changes."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-11-20 00:40:35 +01:00
|
|
|
|
#: ../../content/applications/productivity/iot/config/pos.rst:67
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid "Set up is done, you can launch a new PoS Session."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:3
|
|
|
|
|
|
msgid "Troubleshooting"
|
2022-10-30 00:40:31 +02:00
|
|
|
|
msgstr ""
|
2021-05-18 07:16:30 +02:00
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:6
|
|
|
|
|
|
msgid "IoT Box Connection"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:9
|
|
|
|
|
|
msgid "I can't find the pairing code to connect my IoT Box"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:11
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The pairing code should be printed on receipt printers connected to the IoT "
|
|
|
|
|
|
"Box and should also be displayed on connected monitors."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:14
|
|
|
|
|
|
msgid "The pairing code doesn't show under the following circumstances:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:16
|
|
|
|
|
|
msgid "The IoT Box is already connected to an Odoo database;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:18
|
|
|
|
|
|
msgid "The IoT Box is not connected to the Internet;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:20
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The code is only valid for 5 minutes after the IoT Box has started. It's "
|
|
|
|
|
|
"automatically removed from connected displays when this delay has expired;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:23
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The version of the IoT Box image is too old. It should use version 20.06 or "
|
|
|
|
|
|
"more recent. If your IoT Box image is from an earlier version, then you will"
|
|
|
|
|
|
" have to reflash the SD card of your IoT Box to update the image (see "
|
|
|
|
|
|
":doc:`Flashing your SD Card <flash_sdcard>`)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:28
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If you are not in any of the cases listed above, make sure that the IoT Box "
|
|
|
|
|
|
"has correctly started, by checking that a fixed green LED is showing next to"
|
|
|
|
|
|
" the micro-USB port."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:33
|
|
|
|
|
|
msgid "I've connected my IoT Box but it's not showing in my database"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:35
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When you connect an IoT Box to a database, the IoT Box might restart, if "
|
|
|
|
|
|
"that is the case, it might take up to one minute before appearing in your "
|
|
|
|
|
|
"database. If after some time the IoT is still not showing, make sure that "
|
|
|
|
|
|
"your database can be reached from the IoT Box and that your server doesn't "
|
|
|
|
|
|
"use a multi-database environment."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:42
|
|
|
|
|
|
msgid "My IoT Box is connected to my database, but cannot be reached"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:44
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Make sure that the IoT Box and the device running the browser are located on"
|
|
|
|
|
|
" the same network as the IoT Box cannot be reached from outside the local "
|
|
|
|
|
|
"network."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:49
|
|
|
|
|
|
msgid "Printer"
|
2022-10-30 00:40:31 +02:00
|
|
|
|
msgstr ""
|
2021-05-18 07:16:30 +02:00
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:52
|
|
|
|
|
|
msgid "My printer is not detected"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:54
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If one of your printers doesn't show up in your devices list, go to the IoT "
|
|
|
|
|
|
"Box homepage and make sure that it is listed under *Printers*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:60
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If your printer is not present on the IoT Box homepage, hit *Printers "
|
|
|
|
|
|
"Server*, go to the *Administration* tab and click on *Add Printer*. If you "
|
|
|
|
|
|
"can't find your printer in the list, it's probably not connected properly."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:66
|
|
|
|
|
|
msgid "My printer outputs random text"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:68
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"For most printers, the correct driver should be automatically detected and "
|
|
|
|
|
|
"selected. However, in some cases, the automatic detection mechanism might "
|
|
|
|
|
|
"not be enough, and if no driver is found the printer might print random "
|
|
|
|
|
|
"characters."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:73
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The solution is to manually select the corresponding driver. On the IoT Box "
|
|
|
|
|
|
"homepage, click on *Printers Server*, go to the *Printers* tab and select "
|
|
|
|
|
|
"the printer in the list. In the Administration dropdown, click on *Modify "
|
|
|
|
|
|
"Printer*. Follow the steps and select the Make and Model corresponding to "
|
|
|
|
|
|
"your printer."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:83
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Epson and Star receipt printers and Zebra label printers do not need a "
|
|
|
|
|
|
"driver to work. Make sure that no driver is selected for those printers."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:88
|
|
|
|
|
|
msgid "My Zebra Printer doesn't print anything"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:90
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Zebra printers are quite sensitive to the format of the ZPL code that is "
|
|
|
|
|
|
"printed. If nothing comes out of the printer or blank labels are printed, "
|
|
|
|
|
|
"try changing the format of the report that is sent to the printer by "
|
|
|
|
|
|
"accessing :menuselection:`Settings ~~> Technical ~~> Views` in developer "
|
|
|
|
|
|
"mode and look for the corresponding template."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:97
|
|
|
|
|
|
msgid "Barcode Scanner"
|
2022-10-30 00:40:31 +02:00
|
|
|
|
msgstr ""
|
2021-05-18 07:16:30 +02:00
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:100
|
|
|
|
|
|
msgid "The characters read by the barcode scanner don't match the barcode"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:102
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"By default, we assume that your barcode scanner is configured in US QWERTY. "
|
|
|
|
|
|
"This is the default configuration of most barcode readers. If your barcode "
|
|
|
|
|
|
"scanner uses a different layout, please go to the form view of your device "
|
|
|
|
|
|
"and select the correct one."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:108
|
|
|
|
|
|
msgid "Nothing happens when a barcode is scanned"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:110
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Make sure that the correct device is selected in your Point of Sale "
|
|
|
|
|
|
"configuration and that your barcode is configured to send an ENTER character"
|
|
|
|
|
|
" (keycode 28) at the end of every barcode."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:115
|
|
|
|
|
|
msgid "The barcode scanner is detected as a keyboard"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:117
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Some poorly built barcode scanners do not advertise themselves as barcode "
|
|
|
|
|
|
"scanners but as a USB keyboard instead, and will not be recognized by the "
|
|
|
|
|
|
"IoT Box."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:121
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You can manually change the device type by going to its form view and "
|
|
|
|
|
|
"activating the *Is scanner* option."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:128
|
|
|
|
|
|
msgid "Cashdrawer"
|
2022-10-30 00:40:31 +02:00
|
|
|
|
msgstr ""
|
2021-05-18 07:16:30 +02:00
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:131
|
|
|
|
|
|
msgid "The cashdrawer does not open"
|
2022-10-30 00:40:31 +02:00
|
|
|
|
msgstr ""
|
2021-05-18 07:16:30 +02:00
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:133
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The cashdrawer should be connected to the printer and the *Cashdrawer* "
|
|
|
|
|
|
"checkbox should be ticked in the POS configuration."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/iot/devices.rst:5
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid "Devices"
|
2022-10-30 00:40:31 +02:00
|
|
|
|
msgstr ""
|
2021-05-18 07:16:30 +02:00
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/camera.rst:3
|
|
|
|
|
|
msgid "Connect a Camera"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/camera.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When using your *IoT Box* in Odoo, you could need to use a camera. As it can"
|
|
|
|
|
|
" be done in a few steps, this device is really easy to configure. Then, you "
|
|
|
|
|
|
"can use it in your manufacturing process and link it to a control point. "
|
|
|
|
|
|
"Doing so will allow you to take pictures when you reach the chosen quality "
|
|
|
|
|
|
"control point."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/camera.rst:12
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/footswitch.rst:13
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/printer.rst:11
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/scale.rst:10
|
2022-11-20 00:40:35 +01:00
|
|
|
|
#: ../../content/applications/productivity/iot/devices/screen.rst:18
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid "Connection"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/camera.rst:14
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To connect the camera to the *IoT Box*, simply connect the two by cable."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/camera.rst:17
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If your camera is a `*supported one* <https://www.odoo.com/page/iot-"
|
|
|
|
|
|
"hardware>`__, there is no need to set up anything as it will be detected as "
|
|
|
|
|
|
"soon as it is connected."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/camera.rst:25
|
|
|
|
|
|
msgid "Link a Camera to a Quality Control Point"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/camera.rst:28
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:34
|
|
|
|
|
|
msgid "With the Manufacturing app"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/camera.rst:30
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In your *Quality app*, you can setup the device on a *Quality Control "
|
|
|
|
|
|
"Point*. Go to the *Control Points* menu, under *Quality Control* and open "
|
|
|
|
|
|
"the control point you want to link with the camera."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/camera.rst:34
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Now, you can edit the control point and select the device from the dropdown "
|
|
|
|
|
|
"list. Now, hit save."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/camera.rst:40
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, your camera can be used with the picked *Control Point*. During the "
|
|
|
|
|
|
"manufacturing process, reaching the *Quality Control Point* you chose before"
|
|
|
|
|
|
" will allow you to take a picture."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/footswitch.rst:3
|
|
|
|
|
|
msgid "Connect a Footswitch"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/footswitch.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When working, it is always better to have your two hands available. Using "
|
|
|
|
|
|
"Odoo’s *IoT Box* and a footswitch will allow it."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/footswitch.rst:8
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In fact, you will be able to go from one screen to another and perform "
|
|
|
|
|
|
"actions by using your foot and the footswitch. Really convenient, it can be "
|
|
|
|
|
|
"configured in a few steps."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/footswitch.rst:15
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Connecting the footswitch to the *IoT Box* is easy, you just have to connect"
|
|
|
|
|
|
" the two by cable."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/footswitch.rst:18
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If your footswitch is a `supported one <https://www.odoo.com/page/iot-"
|
|
|
|
|
|
"hardware>`__, there is no need to set up anything since it will be "
|
|
|
|
|
|
"automatically detected when connected."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/footswitch.rst:26
|
|
|
|
|
|
msgid "Link a Footswitch to a Workcenter"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/footswitch.rst:28
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To link the footswitch to an action, it needs to be configured on a "
|
|
|
|
|
|
"workcenter. Go to the workcenter you want to use the footswitch in and add "
|
|
|
|
|
|
"the device in the *IoT Triggers* tab. Then, you can link it to an action and"
|
|
|
|
|
|
" also add a key to trigger it."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/footswitch.rst:36
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Note that the one that is first in the list will be chosen. So, the order "
|
|
|
|
|
|
"matters! In the picture above, using the footswitch will, for example, "
|
|
|
|
|
|
"automatically skip the current part of the process you work on."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/footswitch.rst:41
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When you are on the work order screen, a status button indicates if you are "
|
|
|
|
|
|
"correctly connected to the footswitch."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:3
|
|
|
|
|
|
msgid "Connect a Measurement Tool"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"With Odoo’s *IoT Box*, it is possible to connect measurement tools to your "
|
|
|
|
|
|
"database. Find the list of supported devices here: `Supported devices "
|
|
|
|
|
|
"<https://www.odoo.com/page/iot-hardware>`__,."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:10
|
|
|
|
|
|
msgid "Connect in USB"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:12
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To add a device connected by USB, just plug the USB cable in the *IoT Box*, "
|
|
|
|
|
|
"and the device should appear in your Odoo database."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:19
|
|
|
|
|
|
msgid "Connect in Bluetooth"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:21
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Activate the Bluetooth on your device (see your device manual for further "
|
|
|
|
|
|
"explanation) and the IoT Box will automatically try to connect to the "
|
|
|
|
|
|
"device."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:25
|
|
|
|
|
|
msgid "Here is an example of what it should look like:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:31
|
|
|
|
|
|
msgid "Link a measurement tool to a quality control point"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:36
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In your *Quality app*, you can setup a device on your *Quality Control "
|
|
|
|
|
|
"Points*. To do so, go to the *Control Points* menu, under *Quality Control* "
|
|
|
|
|
|
"and open the control point to which you want to assign a measurement tool."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:41
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Now, you can edit the control point and choose the device from the dropdown "
|
|
|
|
|
|
"list. Then, hit save."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:47
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Now, your measurement tool is linked to the chosen *Control Point*. The "
|
|
|
|
|
|
"value, which needs to be changed manually, will be automatically updated "
|
|
|
|
|
|
"while the tool is being used."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/printer.rst:3
|
|
|
|
|
|
msgid "Connect a Printer"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/printer.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When using your *IoT Box* in Odoo, you could need to use a printer. Doing so"
|
|
|
|
|
|
" is easy and convenient as it can be done in a few steps. Then, you can use "
|
|
|
|
|
|
"it to print receipts, orders or even reports in different Odoo apps."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/printer.rst:13
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The IoT Box supports printers connected through USB, network or Bluetooth. "
|
|
|
|
|
|
"`Supported printers <https://www.odoo.com/page/iot-hardware>`__ will be "
|
|
|
|
|
|
"detected automatically and will appear in the *Devices* list of your IoT "
|
|
|
|
|
|
"app."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/printer.rst:18
|
|
|
|
|
|
msgid "The printer can take up to two minutes to appear in your devices list."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/printer.rst:24
|
|
|
|
|
|
msgid "Link the Printer"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/printer.rst:27
|
|
|
|
|
|
msgid "To Work Orders"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/printer.rst:29
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You can link *Work Orders* to printers via a *Quality Control Point* to "
|
|
|
|
|
|
"print labels for manufactured products."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/printer.rst:32
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To do so, you need to create a *Quality Control Point* from the *Quality* "
|
|
|
|
|
|
"app. Then, you can select the correct manufacturing operation and the work "
|
|
|
|
|
|
"order operation. In type, choose *Print Label* and hit save."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/printer.rst:40
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Now, each time you reach the quality control point for the chosen product, a"
|
|
|
|
|
|
" *Print Label* button will appear."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/printer.rst:47
|
|
|
|
|
|
msgid "To Reports"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/printer.rst:49
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You can also link a type of report to a certain printer. In the *IoT* app, "
|
|
|
|
|
|
"go to the *Devices* menu and select the printer you want to set up."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/printer.rst:56
|
|
|
|
|
|
msgid "Now, go to the *Printer Reports* tab."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/printer.rst:61
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Hit edit and then, click on *Add a line*. In the window that shows up, check"
|
|
|
|
|
|
" all the types of reports that should be linked to this printer. Click on "
|
|
|
|
|
|
"select and save."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/printer.rst:68
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Now, each time you click on *Print* in the control panel, instead of "
|
|
|
|
|
|
"downloading a PDF, it will send it to the selected printer and automatically"
|
|
|
|
|
|
" print it."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/printer.rst:73
|
|
|
|
|
|
msgid "Print Receipts from the PoS"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/printer.rst:75
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You can link a printer to your *Point of Sale* app so you can print receipts"
|
|
|
|
|
|
" directly from your *PoS*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/printer.rst:78
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Doing so is really easy. Go to your *Point of Sale* app and open your *Point"
|
|
|
|
|
|
" of Sale* settings, under *Configuration*. There, click on *Edit* and check "
|
|
|
|
|
|
"the *IoT Box* feature. Then, choose your *Receipt Printer* from the "
|
|
|
|
|
|
"dropdown."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/printer.rst:86
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Now, you will be able to print different kinds of tickets from your *POS*: "
|
|
|
|
|
|
"**receipts**, **sale details** and **bills**."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/printer.rst:89
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Receipts are printed once the order is validated. The process is automated "
|
|
|
|
|
|
"when you enable the feature in your *PoS* configuration."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/printer.rst:92
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Sales details can be printed by clicking on the printer icon on the navbar "
|
|
|
|
|
|
"at the top of the *PoS*. It will print the details of the sales of the "
|
|
|
|
|
|
"current day."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/printer.rst:99
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"As for the bill, it is only available in restaurant mode. In your restaurant"
|
|
|
|
|
|
" settings, activate *Print Bills* and a *Bill* button will appear in the "
|
|
|
|
|
|
"left panel of the *PoS*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/printer.rst:107
|
|
|
|
|
|
msgid "Print Orders in the kitchen"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/printer.rst:109
|
|
|
|
|
|
msgid "In restaurant mode, you can send order tickets to the kitchen."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/printer.rst:111
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To do so, go to the *PoS* app and open your *PoS* settings. Then, tick "
|
|
|
|
|
|
"*Order Printer*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/printer.rst:117
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Now, go to the *Printers* menu. Hit create, select the printer from the "
|
|
|
|
|
|
"dropdown and, in the *Printer Product Categories* field, choose all the "
|
|
|
|
|
|
"categories of products that should be printed on this printer."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/printer.rst:124
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the *PoS*, when you add or remove a product from one of the selected "
|
|
|
|
|
|
"categories, the button *Order* will be green. If you click on it, the IoT "
|
|
|
|
|
|
"Box will print a receipt on the corresponding printer."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/scale.rst:3
|
|
|
|
|
|
msgid "Connect a Scale"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/scale.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When using your **IoT Box** in Odoo, you could need to use a scale. Doing so"
|
|
|
|
|
|
" is easy and convenient as it can be done in a few steps. Then, you can use "
|
|
|
|
|
|
"it in your **Point of Sale app** to weigh your products, which is helpful if"
|
|
|
|
|
|
" their price are based on it."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/scale.rst:12
|
|
|
|
|
|
msgid "To link the scale to the **IoT Box**, connect them with a cable."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/scale.rst:15
|
|
|
|
|
|
msgid "In some cases, a serial to USB adapter may be needed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/scale.rst:17
|
|
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"If your scale is `compatible with Odoo IoT Box "
|
|
|
|
|
|
"<https://www.odoo.com/page/iot-hardware>`_, there is no need to set up "
|
|
|
|
|
|
"anything because it will be automatically detected as soon as it is "
|
|
|
|
|
|
"connected."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/scale.rstNone
|
|
|
|
|
|
msgid "IOT box auto detection."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/scale.rst:24
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You may need to restart the box and download your scales’ drivers from the "
|
|
|
|
|
|
"box in some cases. To do so, go to the *IoT Box Home Page* and click on "
|
|
|
|
|
|
"*drivers list*. Then, click on load drivers."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/iot/devices/scale.rstNone
|
|
|
|
|
|
msgid "View of the IoT box settings and driver list."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2021-05-18 07:16:30 +02:00
|
|
|
|
#: ../../content/applications/productivity/iot/devices/scale.rst:32
|
|
|
|
|
|
msgid "Use a Scale in Point of Sale"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/scale.rst:34
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To use the scale in your *Point of Sale* app, go to :menuselection:`Point of"
|
|
|
|
|
|
" Sale --> Configuration --> Point of Sale`, open the one you want to "
|
|
|
|
|
|
"configure, then click on *Edit* and enable the *IoT Box* feature."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/iot/devices/scale.rstNone
|
|
|
|
|
|
msgid "View of the IoT box feature inside of the PoS settings."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2021-05-18 07:16:30 +02:00
|
|
|
|
#: ../../content/applications/productivity/iot/devices/scale.rst:42
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Now, choose the *IoT Box* in the dropdown menu and check the *Electronic "
|
|
|
|
|
|
"Scale* option. Then, you hit save."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/iot/devices/scale.rstNone
|
|
|
|
|
|
msgid "List of the external tools that can be used with PoS and the IoT box."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2021-05-18 07:16:30 +02:00
|
|
|
|
#: ../../content/applications/productivity/iot/devices/scale.rst:49
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The scale is now available in all your *PoS* sessions. Then, if a product "
|
|
|
|
|
|
"has a price per weight set, clicking on it on the *PoS* screen opens the "
|
|
|
|
|
|
"scale screen, where the cashier can weigh the product and add the correct "
|
|
|
|
|
|
"price to the cart."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/iot/devices/scale.rstNone
|
|
|
|
|
|
msgid "Electronic Scale dashboard view when no items are being weighed."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-11-20 00:40:35 +01:00
|
|
|
|
#: ../../content/applications/productivity/iot/devices/screen.rst:3
|
|
|
|
|
|
msgid "Connect a screen"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/screen.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In Odoo, an :abbr:`IoT (Internet of Things)` Box can be connected to a "
|
|
|
|
|
|
"screen display. After being connected, the screen can be used to display a "
|
|
|
|
|
|
":abbr:`PoS (Point of Sale)` order to a client."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/screen.rstNone
|
|
|
|
|
|
msgid "An example of a PoS (point of sale) order on a screen display."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/screen.rst:13
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Access the customer display from any other computer by going to the "
|
|
|
|
|
|
":abbr:`IoT (Internet of Things)` Box homepage and clicking on the "
|
|
|
|
|
|
":guilabel:`POS Display` button."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/screen.rst:20
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The way to connect the screen display to the :abbr:`IoT (Internet of "
|
|
|
|
|
|
"Things)` Box differs depending on the model."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/screen.rst:25
|
|
|
|
|
|
msgid "IoT Box model 4"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/screen.rst:27
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Connect up to two screens with Micro-HDMI cables on the side of the "
|
|
|
|
|
|
":abbr:`IoT (Internet of Things)` Box. If two screens are connected, they can"
|
|
|
|
|
|
" display distinct content (see usage below)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/screen.rst:30
|
|
|
|
|
|
msgid "IoT Box model 3"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/screen.rst:32
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Connect the screen with an HDMI cable on the side of the :abbr:`IoT "
|
|
|
|
|
|
"(Internet of Things)` Box."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/screen.rst:35
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Screen(s) should be connected before the :abbr:`IoT (Internet of Things)` "
|
|
|
|
|
|
"Box is switched on. If it is already on, connect the screen(s), and then "
|
|
|
|
|
|
"restart the :abbr:`IoT (Internet of Things)` Box by unplugging it and "
|
|
|
|
|
|
"plugging it back into its power source."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/screen.rst:40
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The usage of HDMI/Micro-HDMI adapters may cause issues which will result in "
|
|
|
|
|
|
"a blank, black screen on the screen display. Cable usage is recommended."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/screen.rst:43
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If the connection was successful, the screen should display the "
|
|
|
|
|
|
":guilabel:`POS Client display` screen."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/screen.rstNone
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The default \"POS Client Display\" screen that appears when a screen display is successfully\n"
|
|
|
|
|
|
"connected to an IoT Box."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/screen.rst:51
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The screen should also appear in the list of :guilabel:`Displays` on the "
|
|
|
|
|
|
":abbr:`IoT (Internet of Things)` Box homepage."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/screen.rstNone
|
|
|
|
|
|
msgid "An example of a screen display name shown on the IoT Box homepage."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/screen.rst:59
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If no screen is detected, a default display named :guilabel:`Distant "
|
|
|
|
|
|
"Display` will be used instead."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/screen.rst:0
|
|
|
|
|
|
msgid "The \"Distant Display\" screen name will be used if no screen is detected."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/screen.rst:66
|
|
|
|
|
|
msgid "Usage"
|
|
|
|
|
|
msgstr "Uso"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/screen.rst:69
|
|
|
|
|
|
msgid "Show Point of Sales orders to customers"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/screen.rst:71
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To use the screen in the :guilabel:`Point of Sale` app, go to "
|
|
|
|
|
|
":menuselection:`Point of Sale --> Configuration --> Point of Sale`, open the"
|
|
|
|
|
|
" desired screen, click on :guilabel:`Edit`, and enable the :guilabel:`IoT "
|
|
|
|
|
|
"Box Devices` feature."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/screen.rst:75
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Now, select :guilabel:`IoT Box` in the drop-down menu and choose the screen "
|
|
|
|
|
|
"in the :guilabel:`Customer Display` option. Then, click :guilabel:`Save`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/screen.rst:0
|
|
|
|
|
|
msgid "Connect the screen display to the Point of Sale app."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/screen.rst:82
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The screen is now available for :abbr:`PoS (Point of Sale)` sessions. A "
|
|
|
|
|
|
"\"screen\" icon will appear in the top bar to inform the connection status "
|
|
|
|
|
|
"with the screen."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/screen.rst:0
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The \"screen\" icon on the Point of Sale display shows the connection status"
|
|
|
|
|
|
" with the screen."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/screen.rst:89
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The screen will automatically show the :abbr:`PoS (Point of Sale)` orders "
|
|
|
|
|
|
"and update when changes are performed on the order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/screen.rstNone
|
|
|
|
|
|
msgid "An example of a PoS order on a screen display."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/screen.rst:97
|
|
|
|
|
|
msgid "Display a website"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/iot/devices/screen.rst:99
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Opening the screen form view at :menuselection:`IoT --> Devices --> (screen "
|
|
|
|
|
|
"device)` allows the user to choose a particular website URL to display on "
|
|
|
|
|
|
"the screen with the :guilabel:`Screen URL` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins.rst:5
|
|
|
|
|
|
msgid "Mail Plugins"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins.rst:13
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"Mail Plugins are connectors that bridge your mailbox with your Odoo "
|
|
|
|
|
|
"database. With them, you can interact with your Odoo database directly from "
|
|
|
|
|
|
"your mailbox by:"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins.rst:16
|
|
|
|
|
|
msgid "Creating leads and centralizing prospects' emails into the CRM app."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins.rst:17
|
|
|
|
|
|
msgid "Generating tasks in any Odoo project."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins.rst:18
|
|
|
|
|
|
msgid "Creating tickets in the Helpdesk app."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins.rst:19
|
|
|
|
|
|
msgid "Searching and storing insights on your contacts."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins.rst:21
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"Mail Plugins are available for :doc:`Outlook <mail_plugins/outlook>` and "
|
|
|
|
|
|
":doc:`Gmail <mail_plugins/gmail>`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins.rst:27
|
|
|
|
|
|
msgid "Pricing"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins.rst:29
|
|
|
|
|
|
msgid "Mail Plugins are **free** to install and use."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins.rst:31
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"However, they can provide **Lead Enrichment**, which is part of a paid "
|
|
|
|
|
|
"service known as **Lead Generation**."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins.rst:34
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"Mail plugins allow you to test Lead Enrichment for free, whether you connect"
|
|
|
|
|
|
" the plugins to a database or not. After a while, the plugins ask you to buy"
|
|
|
|
|
|
" :doc:`../general/in_app_purchase` credits if you would like to keep using "
|
|
|
|
|
|
"this service."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins.rst:41
|
|
|
|
|
|
msgid "Lead Generation IAP service"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins.rst:43
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"Lead Enrichment uses the *Lead Generation IAP service*. Each request "
|
|
|
|
|
|
"consumes one *Lead Generation credit*."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins.rst:46
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"To buy credits, go to :menuselection:`Settings --> CRM --> Lead Enrichment "
|
|
|
|
|
|
"--> Buy credits` and select a package."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins.rst:50
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"If you are out of credits, the only information populated when clicking on "
|
|
|
|
|
|
"the suggested company is its website link and logo."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins.rst:52
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"Check out the `Lead Generation IAP service Privacy Policy "
|
|
|
|
|
|
"<https://iap.odoo.com/privacy#header_3>`_."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins.rst:56
|
|
|
|
|
|
msgid ":doc:`../general/in_app_purchase`"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins.rst:57
|
|
|
|
|
|
msgid "`Odoo Tutorials: Lead Enrichment <https://www.odoo.com/r/p73>`_"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/gmail.rst:3
|
|
|
|
|
|
msgid "Gmail Plugin"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/gmail.rst:8
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"The Gmail :doc:`Mail Plugin <../mail_plugins>` needs to be configured both "
|
|
|
|
|
|
"on Odoo and Gmail."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/gmail.rst:13
|
|
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:13
|
|
|
|
|
|
msgid "Enable Mail Plugin"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/gmail.rst:15
|
|
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:15
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"First, you need to enable the *Mail Plugin* feature in your database. Go to "
|
|
|
|
|
|
":menuselection:`Settings --> General Settings --> Integrations`, enable "
|
|
|
|
|
|
"*Mail Plugin*, and *Save* the configuration."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/gmail.rst:21
|
|
|
|
|
|
msgid "Install the Gmail Plugin"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/gmail.rst:23
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"Open the `Gmail Plugin Apps Script project "
|
|
|
|
|
|
"<https://script.google.com/d/1n7cxtaR4fGXKcP0RwinNQmL8S4FhVqpo-"
|
|
|
|
|
|
"ZZ_cUAhYuuDpZAP_CnHE_7q/edit>`_."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/gmail.rst:26
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"Verify you are logged in using the Google account you want to install the "
|
|
|
|
|
|
"plugin on."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/gmail.rst:28
|
|
|
|
|
|
msgid "Click on *Publish* then *Deploy from manifest...*"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/gmail.rst:0
|
|
|
|
|
|
msgid "Deploying from manifest the Gmail Plugin from the Apps Script project"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/gmail.rst:35
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Make sure you are using the legacy editor; otherwise the *Deploy from "
|
|
|
|
|
|
"manifest* functionality may not be available."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/gmail.rst:0
|
|
|
|
|
|
msgid "Using the legacy editor in the Gmail Plugin Apps Script project"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/gmail.rst:42
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"Click on *Install add-on*. A \"Deployment installed\" notification should "
|
|
|
|
|
|
"appear. You can then click on *Close*."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/gmail.rst:0
|
|
|
|
|
|
msgid "Installing the Gmail Plugin from the Apps Script project"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/gmail.rst:52
|
|
|
|
|
|
msgid "Configure your Gmail mailbox"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/gmail.rst:54
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"Open any email in your Gmail mailbox. On the right-side panel, click on the "
|
|
|
|
|
|
"Odoo icon and then *Authorize Access*."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/gmail.rst:0
|
|
|
|
|
|
msgid "Authorizing access to the Gmail Plugin"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/gmail.rst:61
|
|
|
|
|
|
msgid "Choose the right Google account."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/gmail.rst:0
|
|
|
|
|
|
msgid "Choosing your Google account"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/gmail.rst:67
|
|
|
|
|
|
msgid "Allow the Gmail Plugin to access some of your data."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/gmail.rst:0
|
|
|
|
|
|
msgid "Allowing the Gmail Plugin to access Google data"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/gmail.rst:73
|
|
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:68
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"The right-side panel can now display **Company Insights**. At the bottom, "
|
|
|
|
|
|
"click on *Login*."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/gmail.rst:0
|
|
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:0
|
|
|
|
|
|
msgid "Logging in your Odoo database"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/gmail.rst:80
|
|
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:75
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"Only a limited amount of *Company Insights* (*Lead Enrichment*) requests are"
|
|
|
|
|
|
" available as a trial. This feature requires :ref:`prepaid credits "
|
|
|
|
|
|
"<mail_plugins/pricing>`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/gmail.rst:83
|
|
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:93
|
|
|
|
|
|
msgid "Enter your Odoo database URL and click on *Login*."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/gmail.rst:0
|
|
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:0
|
|
|
|
|
|
msgid "Entering your Odoo database URL"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/gmail.rst:89
|
|
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:105
|
|
|
|
|
|
msgid "If you aren't logged into your database, enter your credentials."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/gmail.rst:91
|
|
|
|
|
|
msgid "Click on *Allow* to let the Gmail Plugin connect to your database."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/gmail.rst:0
|
|
|
|
|
|
msgid "Allowing the Gmail Plugin to connect to a database"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:3
|
|
|
|
|
|
msgid "Outlook Plugin"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:8
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"The Outlook :doc:`Mail Plugin <../mail_plugins>` needs to be configured both"
|
|
|
|
|
|
" on Odoo and Outlook."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:21
|
|
|
|
|
|
msgid "Install the Outlook Plugin"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:23
|
|
|
|
|
|
msgid "Open your Outlook mailbox and select any email."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:25
|
|
|
|
|
|
msgid "Click on the *More actions* button and select *Get Add-ins*."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:0
|
|
|
|
|
|
msgid "More actions button in Outlook"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:31
|
|
|
|
|
|
msgid "Select the *My add-ins* tab."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:0
|
|
|
|
|
|
msgid "My add-ins in Outlook"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:37
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"Under *Custom add-ins*, click on *+ Add a custom add-in*, and then on *Add "
|
|
|
|
|
|
"from URL...*"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:0
|
|
|
|
|
|
msgid "Custom add-ins in Outlook"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:43
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"Enter the following URL "
|
|
|
|
|
|
"`https://download.odoo.com/plugins/outlook/manifest.xml` and press *OK*."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:0
|
|
|
|
|
|
msgid "Entering the add-in URL in Outlook"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:50
|
|
|
|
|
|
msgid "Read the warning and click on *Install*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:0
|
|
|
|
|
|
msgid "Custom add-in installation warning in Outlook"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:59
|
|
|
|
|
|
msgid "Connect your database"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:61
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Open any email in your Outlook mailbox, click on the *More actions* button, "
|
|
|
|
|
|
"and select *Odoo for Outlook*."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:0
|
|
|
|
|
|
msgid "Odoo for Outlook add-in button"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:79
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"If, after a short while, the panel is still empty, it is possible that your "
|
|
|
|
|
|
"browser cookie settings prevented it from loading. Note that these settings "
|
|
|
|
|
|
"also change if you are in \"Incognito\" mode on your browser."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:84
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To fix this issue, configure your browser to always allow cookies on Odoo's "
|
|
|
|
|
|
"plugin page."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:86
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"For Google Chrome, you can do so by following the guide at: "
|
|
|
|
|
|
"`https://support.google.com/chrome/answer/95647 "
|
|
|
|
|
|
"<https://support.google.com/chrome/answer/95647#:~:text=Allow%20or%20block%20cookies%20for%20a%20specific%20site>`_"
|
|
|
|
|
|
" and adding `download.odoo.com` to the list of `Sites that can always use "
|
|
|
|
|
|
"cookies`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:90
|
|
|
|
|
|
msgid "Once done, the Outlook panel needs to be opened again."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:99
|
|
|
|
|
|
msgid "Click on *Allow* to open the pop-up window."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:0
|
|
|
|
|
|
msgid "New window pop-up warning"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:107
|
|
|
|
|
|
msgid "Click on *Allow* to let the Outlook Plugin connect to your database."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:0
|
|
|
|
|
|
msgid "Allowing the Outlook Plugin to connect to a database"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:116
|
|
|
|
|
|
msgid "Add a shortcut to the plugin"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:118
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"By default, the Outlook Plugin can be opened from the *More actions* menu. "
|
|
|
|
|
|
"However, to save time, it's possible to add it next to the other default "
|
|
|
|
|
|
"actions."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:121
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"In your Outlook mailbox, click on *Settings*, then on *View all Outlook "
|
|
|
|
|
|
"settings*."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:0
|
|
|
|
|
|
msgid "Viewing all Outlook settings"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:127
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"Select *Customize actions* under *Mail*, click on *Odoo for Outlook*, and "
|
|
|
|
|
|
"then *Save*."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:0
|
|
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:0
|
|
|
|
|
|
msgid "Odoo for Outlook customized action"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/mail_plugins/outlook.rst:133
|
|
|
|
|
|
msgid "Open any email; the shortcut should be displayed."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio.rst:6
|
|
|
|
|
|
msgid "Studio"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-11-20 00:40:35 +01:00
|
|
|
|
#: ../../content/applications/productivity/studio.rst:17
|
2022-10-30 00:40:31 +02:00
|
|
|
|
msgid ""
|
|
|
|
|
|
"Studio is a toolbox that allows you to customize Odoo without coding "
|
|
|
|
|
|
"knowledge. For example, you can, on any app, add or modify:"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-11-20 00:40:35 +01:00
|
|
|
|
#: ../../content/applications/productivity/studio.rst:20
|
2022-10-30 00:40:31 +02:00
|
|
|
|
msgid ":doc:`Fields <studio/fields>`"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-11-20 00:40:35 +01:00
|
|
|
|
#: ../../content/applications/productivity/studio.rst:21
|
2022-10-30 00:40:31 +02:00
|
|
|
|
msgid ":doc:`Views <studio/views>`"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-11-20 00:40:35 +01:00
|
|
|
|
#: ../../content/applications/productivity/studio.rst:22
|
2022-10-30 00:40:31 +02:00
|
|
|
|
msgid ":doc:`Models <studio/models_modules_apps>`"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-11-20 00:40:35 +01:00
|
|
|
|
#: ../../content/applications/productivity/studio.rst:23
|
2022-10-30 00:40:31 +02:00
|
|
|
|
msgid ":doc:`Automated actions <studio/automated_actions>`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-11-20 00:40:35 +01:00
|
|
|
|
#: ../../content/applications/productivity/studio.rst:24
|
|
|
|
|
|
msgid ":doc:`PDF reports <studio/pdf_reports>`"
|
2022-10-30 00:40:31 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-11-20 00:40:35 +01:00
|
|
|
|
#: ../../content/applications/productivity/studio.rst:25
|
2022-10-30 00:40:31 +02:00
|
|
|
|
msgid "Approval rules"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-11-20 00:40:35 +01:00
|
|
|
|
#: ../../content/applications/productivity/studio.rst:26
|
2022-10-30 00:40:31 +02:00
|
|
|
|
msgid "Security rules"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-11-20 00:40:35 +01:00
|
|
|
|
#: ../../content/applications/productivity/studio.rst:28
|
2022-10-30 00:40:31 +02:00
|
|
|
|
msgid ""
|
|
|
|
|
|
"Or you can :doc:`build an app from scratch <studio/models_modules_apps>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-11-20 00:40:35 +01:00
|
|
|
|
#: ../../content/applications/productivity/studio.rst:31
|
2022-10-30 00:40:31 +02:00
|
|
|
|
msgid "`Odoo Tutorials: Studio <https://www.odoo.com/slides/studio-31>`_"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:3
|
|
|
|
|
|
msgid "Automated actions (automations)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Automated actions are used to trigger automatic changes based on user "
|
|
|
|
|
|
"actions (e.g., apply a modification when a field is set to a specific value)"
|
|
|
|
|
|
" or on time conditions (e.g., archive a record 7 days after its last "
|
|
|
|
|
|
"update)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:9
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To create an automated action with Studio, go to :guilabel:`Automations` "
|
|
|
|
|
|
"from anywhere within Studio."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:12
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"For every automated action you create, the following elements should be "
|
|
|
|
|
|
"defined: the :ref:`studio/automated-actions/model`, the "
|
|
|
|
|
|
":ref:`studio/automated-actions/trigger`, the :ref:`studio/automated-"
|
|
|
|
|
|
"actions/apply-on`, and the :ref:`studio/automated-actions/action`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:0
|
|
|
|
|
|
msgid "Example of an automated action on the Subscription model"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:25
|
|
|
|
|
|
msgid "Model"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:27
|
|
|
|
|
|
msgid "Select the model where the automated action should be applied."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:30
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The model you are on when you click on :guilabel:`Automations` is pre-"
|
|
|
|
|
|
"selected by default."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:35
|
|
|
|
|
|
msgid "Trigger"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:37
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Define when the automated action should be applied. Six triggers are "
|
|
|
|
|
|
"available."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:42
|
|
|
|
|
|
msgid "On Creation"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:44
|
|
|
|
|
|
msgid "The action is triggered when a record is created and then saved."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:49
|
|
|
|
|
|
msgid "On Update"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:51
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The action is triggered when a previously saved record is edited and then "
|
|
|
|
|
|
"saved."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:53
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Use :guilabel:`Trigger Fields` to specify which fields - and only those - "
|
|
|
|
|
|
"trigger the action on their update."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:55
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To detect when a record changes from one state to another, define a "
|
|
|
|
|
|
":guilabel:`Before Update Domain` filter, which checks if the condition is "
|
|
|
|
|
|
"satisfied before the record is updated. Then set an :ref:`studio/automated-"
|
|
|
|
|
|
"actions/apply-on` filter, which checks if the condition is met after the "
|
|
|
|
|
|
"record is updated."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:61
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If you want the automated action to happen when an email address is set on a"
|
|
|
|
|
|
" contact, define the :guilabel:`Before Update Domain` to `Email is not set`,"
|
|
|
|
|
|
" and the :guilabel:`Apply on` domain to `Email is set`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:0
|
|
|
|
|
|
msgid "Example of an On Update trigger"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:72
|
|
|
|
|
|
msgid "On Creation & Update"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:74
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The action is triggered when a record is created and saved or edited "
|
|
|
|
|
|
"afterward and saved."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:79
|
|
|
|
|
|
msgid "On Deletion"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:81
|
|
|
|
|
|
msgid "The action is triggered when a record is deleted."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:84
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"This trigger is rarely used, as archiving records is usually preferred to "
|
|
|
|
|
|
"deletion."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:89
|
|
|
|
|
|
msgid "Based on Form Modification"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:91
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The action is triggered when any change is done to a trigger field's value "
|
|
|
|
|
|
"on the :ref:`Form view <studio/views/general/form>`, even before saving the "
|
|
|
|
|
|
"record. This trigger only works on the user interface when a modification is"
|
|
|
|
|
|
" made by a user. If the field is changed through another action and not by "
|
|
|
|
|
|
"the user, the action will not run."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:97
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"This trigger can only be used with the :ref:`Execute Python Code action "
|
|
|
|
|
|
"<studio/automated-actions/action/python-code>`, so development is required."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:103
|
|
|
|
|
|
msgid "Based on Timed Condition"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:105
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The action is triggered when a trigger field's date or date & time value is "
|
|
|
|
|
|
"reached."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:107
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To trigger the action after the :guilabel:`Trigger Date`, add a number of "
|
|
|
|
|
|
"minutes, hours, days, or months under :guilabel:`Delay after trigger date`. "
|
|
|
|
|
|
"To trigger the action before, add a negative number instead."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:112
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If you want to send a reminder email 30 minutes before the start of a "
|
|
|
|
|
|
"calendar event, select the :guilabel:`Start (Calendar Event)` under "
|
|
|
|
|
|
":guilabel:`Trigger Date` and set the :guilabel:`Delay after trigger date` to"
|
|
|
|
|
|
" **-30** :guilabel:`Minutes`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:0
|
|
|
|
|
|
msgid "Example of a Based on Timed Condition trigger"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:121
|
|
|
|
|
|
msgid "By default, the scheduler checks for trigger dates every 4 hours."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:126
|
|
|
|
|
|
msgid "Apply on"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:128
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Define on which records of the model the automated action should be applied."
|
|
|
|
|
|
" It works the same way as when you apply filters on a model."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:134
|
|
|
|
|
|
msgid "Action"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:136
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Determine what the automated action should do (server action). There are "
|
|
|
|
|
|
"eight types of action to choose from."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:142
|
|
|
|
|
|
msgid "Execute Python Code"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:144
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The action is used to execute Python code. The available variables are "
|
|
|
|
|
|
"described on the :guilabel:`Python Code` tab, which is also used to write "
|
|
|
|
|
|
"your code, or on the :guilabel:`Help` tab."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:147
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To allow the action to be run through the website, tick :guilabel:`Available"
|
|
|
|
|
|
" on the Website` and add a :guilabel:`Website Path`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:153
|
|
|
|
|
|
msgid "Create a new Record"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:155
|
|
|
|
|
|
msgid "The action is used to create a new record on any model."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:158
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Selecting a :guilabel:`Target Model` is only required if you want to target "
|
|
|
|
|
|
"another model than the one you are on."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:161
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To link the record that triggered the creation of the new record, select a "
|
|
|
|
|
|
"field under :guilabel:`Link Field`. For example, you could create a contact "
|
|
|
|
|
|
"automatically when a lead is turned into an opportunity."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:164
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Data to Write` tab: the tab is used to specify the new record's "
|
|
|
|
|
|
"values. After selecting a :guilabel:`Field`, select its "
|
|
|
|
|
|
":guilabel:`Evaluation Type`:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:167
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Value`: used to directly give the field's raw value in the "
|
|
|
|
|
|
":guilabel:`Value` column."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:168
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Reference`: used to select the record under the "
|
|
|
|
|
|
":guilabel:`Record` column and let Studio add the internal ID in the "
|
|
|
|
|
|
":guilabel:`Value` column."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:172
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If an automated action creates a new task in a project, you can assign it to"
|
|
|
|
|
|
" a specific user by setting the :guilabel:`Field` to :guilabel:`Responsible "
|
|
|
|
|
|
"User (Project)`, the :guilabel:`Evaluation Type` to :guilabel:`Reference`, "
|
|
|
|
|
|
"and the :guilabel:`Record` to a specific user."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:0
|
|
|
|
|
|
msgid "Example of a Create a new Record action"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:181
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Python expression`: used to dynamically define the newly created "
|
|
|
|
|
|
"record’s value for a field using Python code in the :guilabel:`Value` "
|
|
|
|
|
|
"column."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:187
|
|
|
|
|
|
msgid "Update the Record"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:189
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The action is used to set value(s) for field(s) of any record on the current"
|
|
|
|
|
|
" model."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:192
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The process to fill in the :guilabel:`Data to Write` tab is the same as "
|
|
|
|
|
|
"described under :ref:`studio/automated-actions/action/new-record`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:198
|
|
|
|
|
|
msgid "Execute several actions"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:200
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The action is used to trigger multiple actions at the same time. To do so, "
|
|
|
|
|
|
"click on :guilabel:`Add a line` under the :guilabel:`Actions` tab. In the "
|
|
|
|
|
|
":guilabel:`Child Actions` pop-up, click on :guilabel:`Create` and configure "
|
|
|
|
|
|
"the action."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:207
|
|
|
|
|
|
msgid "Send Email"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:209
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The action is used to send an email to a contact linked to a specific "
|
|
|
|
|
|
"record. To do so, select or create an :guilabel:`Email Template`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:215
|
|
|
|
|
|
msgid "Add Followers"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:217
|
|
|
|
|
|
msgid "The action is used to subscribe existing contacts to the record."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:222
|
|
|
|
|
|
msgid "Create Next Activity"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:224
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The action is used to schedule a new activity linked to the record. Use the "
|
|
|
|
|
|
":guilabel:`Activity` tab to set it up as usual, but instead of the "
|
|
|
|
|
|
":guilabel:`Assigned to` field, select an :guilabel:`Activity User Type`. "
|
|
|
|
|
|
"Select :guilabel:`Specific User` and add the user under "
|
|
|
|
|
|
":guilabel:`Responsible` if the activity should always be assigned to the "
|
|
|
|
|
|
"same user. To dynamically target a user linked to the record, select "
|
|
|
|
|
|
":guilabel:`Generic User From Record` instead and change the :guilabel:`User "
|
|
|
|
|
|
"field name` if necessary."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:232
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After a lead is turned into an opportunity, you want your automated action "
|
|
|
|
|
|
"to set up a call for the user responsible for the lead. To do so, set the "
|
|
|
|
|
|
":guilabel:`Activity` to :guilabel:`Call` and set the :guilabel:`Activity "
|
|
|
|
|
|
"User Type` to :guilabel:`Generic User From Record`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:0
|
|
|
|
|
|
msgid "Example of a Create Next Activity action"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:243
|
|
|
|
|
|
msgid "Send SMS Text Message"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:245
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The action is used to send an SMS to a contact linked to the record. To do "
|
|
|
|
|
|
"so, select or create an :guilabel:`SMS Template`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/automated_actions.rst:249
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If you want sent messages to be logged in the Chatter, tick :guilabel:`Log "
|
|
|
|
|
|
"as Note`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:3
|
|
|
|
|
|
msgid "Fields and widgets"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Fields structure the models of a database. If you picture a model as a table"
|
|
|
|
|
|
" or spreadsheet, fields are the columns where data is stored in the records "
|
|
|
|
|
|
"(i.e., the rows). Fields also define the type of data that is stored within "
|
|
|
|
|
|
"them. How the data is presented and formatted on the :abbr:`UI (User "
|
|
|
|
|
|
"Interface)` is defined by their widget."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:10
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"From a technical point of view, there are 15 field types in Odoo. However, "
|
|
|
|
|
|
"you can choose from 20 fields in Studio, as some field types are available "
|
|
|
|
|
|
"more than once with a different default widget."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:14
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`New Fields` can only be added to the "
|
|
|
|
|
|
":ref:`studio/views/general/form` and :ref:`studio/views/multiple-"
|
|
|
|
|
|
"records/list` views. On other views, you can only add :guilabel:`Existing "
|
|
|
|
|
|
"Fields` :dfn:`(fields already on the model)`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:21
|
|
|
|
|
|
msgid "Simple fields"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:23
|
|
|
|
|
|
msgid "Simple fields contain basic values, such as text, numbers, files, etc."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:26
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:325
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Non-default widgets, when available, are presented as bullet points below."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:31
|
|
|
|
|
|
msgid "Text (`char`)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:33
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Text` field is used for short text containing any character. "
|
|
|
|
|
|
"One text line is displayed when filling out the field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:36
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:220
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Badge`: displays the value inside a rounded shape, similar to a "
|
|
|
|
|
|
"tag. The value cannot be edited on the UI, but a default value can be set."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:38
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:71
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Copy to Clipboard`: users can copy the value by clicking a "
|
|
|
|
|
|
"button."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:39
|
|
|
|
|
|
msgid ":guilabel:`E-mail`: the value becomes a clickable *mailto* link."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:40
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Image`: displays an image using a URL. The value cannot be edited"
|
|
|
|
|
|
" manually, but a default value can be set."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:44
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"This works differently than selecting the :ref:`Image field "
|
|
|
|
|
|
"<studio/fields/simple-fields/image>` directly, as the image is not stored in"
|
|
|
|
|
|
" Odoo when using a :guilabel:`Text` field with the :guilabel:`Image` widget."
|
|
|
|
|
|
" For example, it can be useful if you want to save disk space."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:49
|
|
|
|
|
|
msgid ":guilabel:`Phone`: the value becomes a clickable *tel* link."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:52
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Tick :guilabel:`Enable SMS` to add an option to send an SMS directly from "
|
|
|
|
|
|
"Odoo next to the field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:55
|
|
|
|
|
|
msgid ":guilabel:`URL`: the value becomes a clickable URL."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:0
|
|
|
|
|
|
msgid "Examples of Text fields with different widgets"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:66
|
|
|
|
|
|
msgid "Multiline Text (`text`)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:68
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Multiline Text` field is used for longer text containing any "
|
|
|
|
|
|
"type of character. Two text lines are displayed on the UI when filling out "
|
|
|
|
|
|
"the field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:0
|
|
|
|
|
|
msgid "Examples of Multiline Text fields with different widgets"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:82
|
|
|
|
|
|
msgid "Integer (`integer`)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:84
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Integer` field is used for all integer numbers "
|
|
|
|
|
|
"(:dfn:`positive, negative, or zero, without a decimal`)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:87
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Percentage Pie`: displays the value inside a percentage circle, "
|
|
|
|
|
|
"usually for a computed value. The value cannot be edited on the UI, but a "
|
|
|
|
|
|
"default value can be set."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:89
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:118
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Progress Bar`: displays the value next to a percentage bar, "
|
|
|
|
|
|
"usually for a computed value. The field cannot be edited manually, but a "
|
|
|
|
|
|
"default value can be set."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:91
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Handle`: displays a drag handle icon to order records manually in"
|
|
|
|
|
|
" :ref:`List view <studio/views/multiple-records/list>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:0
|
|
|
|
|
|
msgid "Examples of Integer fields with different widgets"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:103
|
|
|
|
|
|
msgid "Decimal (`float`)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:105
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Decimal` field is used for all decimal numbers "
|
|
|
|
|
|
"(:dfn:`positive, negative, or zero, with a decimal`)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:109
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Decimal numbers are displayed with two decimals after the decimal point on "
|
|
|
|
|
|
"the UI, but they are stored in the database with more precision."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:112
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Monetary`: it is similar to using the :ref:`Monetary field "
|
|
|
|
|
|
"<studio/fields/simple-fields/monetary>`. It is recommended to use the later "
|
|
|
|
|
|
"as it offers more functionalities."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:115
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Percentage`: displays a percent character `%` after the value."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:116
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Percentage Pie`: displays the value inside a percentage circle, "
|
|
|
|
|
|
"usually for a computed value. The field cannot be edited manually, but a "
|
|
|
|
|
|
"default value can be set."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:120
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Time`: the value must follow the *hh:mm* format, with a maximum "
|
|
|
|
|
|
"of 59 minutes."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:0
|
|
|
|
|
|
msgid "Examples of Decimal fields with different widgets"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:131
|
|
|
|
|
|
msgid "Monetary (`monetary`)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:133
|
|
|
|
|
|
msgid "The :guilabel:`Monetary` field is used for all monetary values."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:136
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When you first add a :guilabel:`Monetary` field, you are prompted to add a "
|
|
|
|
|
|
":guilabel:`Currency` field if none exists already on the model. Odoo offers "
|
|
|
|
|
|
"to add the :guilabel:`Currency` field for you. Once it is added, add the "
|
|
|
|
|
|
":guilabel:`Monetary` field again."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:0
|
|
|
|
|
|
msgid "Example of a Monetary field along with its Currency field"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:149
|
|
|
|
|
|
msgid "Html (`html`)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:151
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Html` field is used to add text that can be edited using the "
|
|
|
|
|
|
"Odoo HTML editor."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:153
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Multiline Text`: disables the Odoo HTML editor to allow editing "
|
|
|
|
|
|
"raw HTML."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:0
|
|
|
|
|
|
msgid "Examples of Html fields with different widgets"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:164
|
|
|
|
|
|
msgid "Date (`date`)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:166
|
|
|
|
|
|
msgid "The :guilabel:`Date` field is used to select a date on a calendar."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:168
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Remaining Days`: the remaining number of days before the selected"
|
|
|
|
|
|
" date is displayed (e.g., *In 5 days*), based on the current date."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:0
|
|
|
|
|
|
msgid "Examples of Date fields with different widgets"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:180
|
|
|
|
|
|
msgid "Date & Time (`datetime`)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:182
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Date & Time` field is used to select a date on a calendar and"
|
|
|
|
|
|
" a time on a clock. The user's current time is automatically used if no time"
|
|
|
|
|
|
" is set."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:185
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Date`: used to record the time without displaying it on the UI."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:186
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Remaining days`: displays the remaining number of days before the"
|
|
|
|
|
|
" selected date (e.g., *In 5 days*), based on the current date and time."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:0
|
|
|
|
|
|
msgid "Examples of Date & Time fields with different widgets"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:198
|
|
|
|
|
|
msgid "Checkbox (`boolean`)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:200
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Checkbox` field is used when a value should only be true or "
|
|
|
|
|
|
"false, indicated by checking or unchecking a checkbox."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:203
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Button`: displays a radio button. The widget works without "
|
|
|
|
|
|
"switching to the edit mode."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:204
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Toggle`: displays a toggle button. The widget works without "
|
|
|
|
|
|
"switching to the edit mode."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:0
|
|
|
|
|
|
msgid "Examples of Checkbox fields with different widgets"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:215
|
|
|
|
|
|
msgid "Selection (`selection`)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:217
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Selection` field is used when users should select a single "
|
|
|
|
|
|
"value from a group of predefined values."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:222
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Badges`: displays all selectable values simultaneously inside "
|
|
|
|
|
|
"rectangular shapes, organized horizontally."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:224
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Priority`: displays star symbols instead of values, which can be "
|
|
|
|
|
|
"used to indicate an importance or satisfaction level, for example. This has "
|
|
|
|
|
|
"the same effect as selecting the :ref:`Priority field <studio/fields/simple-"
|
|
|
|
|
|
"fields/priority>`, although, for the latter, four priority values are "
|
|
|
|
|
|
"already predefined."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:228
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:352
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Radio`: displays all selectable values at the same time as radio "
|
|
|
|
|
|
"buttons."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:231
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"By default, radio buttons are organized vertically. Tick :guilabel:`display "
|
|
|
|
|
|
"horizontally` to switch the way they are displayed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:0
|
|
|
|
|
|
msgid "Examples of Selection fields with different widgets"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:243
|
|
|
|
|
|
msgid "Priority (`selection`)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:245
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Priority` field is used to display a three-star rating "
|
|
|
|
|
|
"system, which can be used to indicate importance or satisfaction level. This"
|
|
|
|
|
|
" field type is a :ref:`Selection field <studio/fields/simple-"
|
|
|
|
|
|
"fields/selection>` with the :guilabel:`Priority` widget selected by default "
|
|
|
|
|
|
"and four priority values predefined. Consequently, the :guilabel:`Badge`, "
|
|
|
|
|
|
":guilabel:`Badges`, :guilabel:`Radio`, and :guilabel:`Selection` widgets "
|
|
|
|
|
|
"have the same effects as described under :ref:`Selection "
|
|
|
|
|
|
"<studio/fields/simple-fields/selection>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:253
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To change the number of available stars by adding or removing values, click "
|
|
|
|
|
|
":guilabel:`Edit Values`. Note that the first value is equal to 0 stars "
|
|
|
|
|
|
"(i.e., when no selection is made), so having four values results in a three-"
|
|
|
|
|
|
"star rating system, for example."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:0
|
|
|
|
|
|
msgid "Example of a Priority field"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:266
|
|
|
|
|
|
msgid "File (`binary`)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:268
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`File` field is used to upload any type of file, or sign a "
|
|
|
|
|
|
"form (:guilabel:`Sign` widget)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:271
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Image`: users can upload an image file, which is then displayed "
|
|
|
|
|
|
"in :ref:`Form view <studio/views/general/form>`. This has the same effect as"
|
|
|
|
|
|
" using the :ref:`Image field <studio/fields/simple-fields/image>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:274
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`PDF Viewer`: users can upload a PDF file, which can be then "
|
|
|
|
|
|
"browsed from the :ref:`Form view <studio/views/general/form>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:276
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Sign`: users can electronically sign the form. This has the same "
|
|
|
|
|
|
"effect as selecting the :ref:`Sign field <studio/fields/simple-"
|
|
|
|
|
|
"fields/sign>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:0
|
|
|
|
|
|
msgid "Examples of File fields with different widgets"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:288
|
|
|
|
|
|
msgid "Image (`binary`)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:290
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Image` field is used to upload an image and display it in "
|
|
|
|
|
|
":ref:`Form view <studio/views/general/form>`. This field type is a "
|
|
|
|
|
|
":ref:`File field <studio/fields/simple-fields/file>` with the "
|
|
|
|
|
|
":guilabel:`Image` widget selected by default. Consequently, the "
|
|
|
|
|
|
":guilabel:`File`, :guilabel:`PDF Viewer`, and :guilabel:`Sign` widgets have "
|
|
|
|
|
|
"the same effects as described under :ref:`File <studio/fields/simple-"
|
|
|
|
|
|
"fields/file>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:297
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To change the display size of uploaded images, select :guilabel:`Small`, "
|
|
|
|
|
|
":guilabel:`Medium`, or :guilabel:`Large` under the :guilabel:`Size` option."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:303
|
|
|
|
|
|
msgid "Sign (`binary`)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:305
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Sign` field is used to sign the form electronically. This "
|
|
|
|
|
|
"field type is a :ref:`File field <studio/fields/simple-fields/file>` with "
|
|
|
|
|
|
"the :guilabel:`Sign` widget selected by default. Consequently, the "
|
|
|
|
|
|
":guilabel:`File`, :guilabel:`Image`, and :guilabel:`PDF Viewer` widgets have"
|
|
|
|
|
|
" the same effects as described under :ref:`File <studio/fields/simple-"
|
|
|
|
|
|
"fields/file>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:311
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To give users the :guilabel:`Auto` option when having to draw their "
|
|
|
|
|
|
"signature, select one of the available :guilabel:`Auto-complete with` fields"
|
|
|
|
|
|
" (:ref:`Text <studio/fields/simple-fields/text>`, :ref:`Many2One "
|
|
|
|
|
|
"<studio/fields/relational-fields/many2one>`, and :ref:`Related Field "
|
|
|
|
|
|
"<studio/fields/relational-fields/related-field>` on the model only). The "
|
|
|
|
|
|
"signature is automatically generated using the data from the selected field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:320
|
|
|
|
|
|
msgid "Relational fields"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:322
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Relational fields are used to link and display the data from records on "
|
|
|
|
|
|
"another model."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:330
|
|
|
|
|
|
msgid "Many2One (`many2one`)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:332
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Many2One` field is used to link another record (from another "
|
|
|
|
|
|
"model) to the record being edited. The record's name from the other model is"
|
|
|
|
|
|
" then displayed on the record being edited."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:336
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the *Sales Order* model, the :guilabel:`Customer` field is a "
|
|
|
|
|
|
":guilabel:`Many2One` field pointing at the *Contact* model. This allows "
|
|
|
|
|
|
"**many** sales orders to be linked to **one** contact (customer)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:0
|
|
|
|
|
|
msgid "Diagram showing a many2one relationship"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:345
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To prevent users from creating a new record in the linked model, tick "
|
|
|
|
|
|
":guilabel:`Disable creation`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:347
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To prevent users from opening records in a pop-up window, tick "
|
|
|
|
|
|
":guilabel:`Disable opening`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:348
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To help users only select the right record, click on :guilabel:`Domain` to "
|
|
|
|
|
|
"create a filter."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:350
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Badge`: displays the value inside a rounded shape, similar to a "
|
|
|
|
|
|
"tag. The value cannot be edited on the UI."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:357
|
|
|
|
|
|
msgid "One2Many (`one2many`)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:359
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`One2Many` field is used to display the existing relations "
|
|
|
|
|
|
"between a record on the current model and multiple records from another "
|
|
|
|
|
|
"model."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:363
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You could add a :guilabel:`One2Many` field on the *Contact* model to look at"
|
|
|
|
|
|
" **one** customer's **many** sales orders."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:0
|
|
|
|
|
|
msgid "Diagram showing a one2many relationship"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:371
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To use a :guilabel:`One2Many` field, the two models must have been linked "
|
|
|
|
|
|
"already using a :ref:`Many2One field <studio/fields/relational-"
|
|
|
|
|
|
"fields/many2one>`. One2Many relations do not exist independently: a reverse-"
|
|
|
|
|
|
"search of existing Many2One relations is performed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:378
|
|
|
|
|
|
msgid "Lines (`one2many`)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:380
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Lines` field is used to create a table with rows and columns "
|
|
|
|
|
|
"(e.g., the lines of products on a sales order)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:384
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To modify the columns, click on the :guilabel:`Lines` field and then "
|
|
|
|
|
|
":guilabel:`Edit List View`. To edit the form that pops up when a user clicks"
|
|
|
|
|
|
" on :guilabel:`Add a line`, click on :guilabel:`Edit Form View` instead."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:0
|
|
|
|
|
|
msgid "Example of a Lines field"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:397
|
|
|
|
|
|
msgid "Many2Many (`many2many`)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:399
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Many2Many` field is used to link multiple records from "
|
|
|
|
|
|
"another model to multiple records on the current model. Many2Many fields can"
|
|
|
|
|
|
" use :guilabel:`Disable creation`, :guilabel:`Disable opening`, "
|
|
|
|
|
|
":guilabel:`Domain`, just like :ref:`Many2One fields "
|
|
|
|
|
|
"<studio/fields/relational-fields/many2one>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:405
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the *Task* model, the :guilabel:`Assignees` field is a "
|
|
|
|
|
|
":guilabel:`Many2Many` field pointing at the *Contact* model. This allows a "
|
|
|
|
|
|
"single user to be assigned to **many** tasks and **many** users to be "
|
|
|
|
|
|
"assigned to a single task."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:0
|
|
|
|
|
|
msgid "Diagram showing many2many relationships"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:413
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Checkboxes`: users can select several values using checkboxes."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:414
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Tags`: users can select several values appearing in rounded "
|
|
|
|
|
|
"shapes, also known as *tags*. This has the same effect as selecting the "
|
|
|
|
|
|
":ref:`Tags field <studio/fields/relational-fields/tags>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:421
|
|
|
|
|
|
msgid "Tags (`many2many`)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:423
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Tags` field is used to display several values from another "
|
|
|
|
|
|
"model appearing in rounded shapes, also known as *tags*. This field type is "
|
|
|
|
|
|
"a :ref:`Many2Many field <studio/fields/relational-fields/many2many>` with "
|
|
|
|
|
|
"the :guilabel:`Tags` widget selected by default. Consequently, the "
|
|
|
|
|
|
":guilabel:`Checkboxes` and :guilabel:`Many2Many` widgets have the same "
|
|
|
|
|
|
"effects as described under :ref:`Many2Many <studio/fields/relational-"
|
|
|
|
|
|
"fields/many2many>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:430
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To display tags with different background colors, tick :guilabel:`Use "
|
|
|
|
|
|
"colors`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:0
|
|
|
|
|
|
msgid "Example of a Tags field"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:441
|
|
|
|
|
|
msgid "Related Field (`related`)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:443
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A :guilabel:`Related Field` is not a relational field per se; no "
|
|
|
|
|
|
"relationship is created between models. It uses an existing relationship to "
|
|
|
|
|
|
"fetch and display information from another record."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:447
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To display the email address of a customer on the *Sales Order* model, use "
|
|
|
|
|
|
"the :guilabel:`Related Field` `partner_id.email` by selecting "
|
|
|
|
|
|
":guilabel:`Customer` and then :guilabel:`Email`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:453
|
|
|
|
|
|
msgid "Properties"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:455
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Invisible`: When it is not necessary for users to view a field on"
|
|
|
|
|
|
" the UI, tick :guilabel:`Invisible`. It helps clear the UI by only showing "
|
|
|
|
|
|
"the essential fields depending on a specific situation."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:460
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the *Form* view of the *Contact* model, the :guilabel:`Title` field only "
|
|
|
|
|
|
"appears when :guilabel:`Individual` is selected, as that field would not be "
|
|
|
|
|
|
"helpful for a :guilabel:`Company` contact."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:465
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Invisible` attribute also applies to Studio. To view hidden "
|
|
|
|
|
|
"fields inside Studio, click on a view's :guilabel:`View` tab and tick "
|
|
|
|
|
|
":guilabel:`Show Invisible Elements`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:469
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Required`: If a field should always be completed by the user "
|
|
|
|
|
|
"before being able to proceed, tick :guilabel:`Required`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:471
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Read only`: If users should not be able to modify a field, tick "
|
|
|
|
|
|
":guilabel:`Read only`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:474
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You can choose to apply these three properties only for specific records by "
|
|
|
|
|
|
"clicking on :guilabel:`Conditional` and creating a filter."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:477
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Label`: The :guilabel:`Label` is the field's name on the UI."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:480
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"This is not the same name as used in the PostgreSQL database. To view and "
|
|
|
|
|
|
"change the latter, activate the :ref:`Developer mode <developer-mode>`, and "
|
|
|
|
|
|
"edit the :guilabel:`Technical Name`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:483
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Help Tooltip`: To explain the purpose of a field, write a "
|
|
|
|
|
|
"description under :guilabel:`Help Tooltip`. It is displayed inside a tooltip"
|
|
|
|
|
|
" box when hovering with your mouse over the field's label."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:486
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Placeholder`: To provide an example of how a field should be "
|
|
|
|
|
|
"completed, write it under :guilabel:`Placeholder`. It is displayed in light "
|
|
|
|
|
|
"gray in lieu of the field's value."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:488
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Widget`: To change the default appearance or functionality of a "
|
|
|
|
|
|
"field, select one of the available widgets."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:490
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Default value`: To add a default value to a field when a record "
|
|
|
|
|
|
"is created, use :guilabel:`Default value`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/fields.rst:492
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Limit visibility to groups`: To limit which users can see the "
|
|
|
|
|
|
"field, select a user access group."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:3
|
|
|
|
|
|
msgid "Models, modules, and apps"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Models determine the logical structure of a database and how data is stored,"
|
|
|
|
|
|
" organized, and manipulated. In other words, a model is a table of "
|
|
|
|
|
|
"information that can be linked with other tables. A model usually represents"
|
|
|
|
|
|
" a business concept, such as a *sales order*, *contact*, or *product*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:9
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Modules and apps contain various elements, such as models, views, data "
|
|
|
|
|
|
"files, web controllers, and static web data."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:13
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"All apps are modules. Larger, standalone modules are typically referred to "
|
|
|
|
|
|
"as apps, whereas other modules usually serve as add-ons to said apps."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:19
|
|
|
|
|
|
msgid "Suggested features"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:21
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When you create a new model or app with Studio, you can choose to add up to "
|
|
|
|
|
|
"14 features to speed up the creation process. These features bundle fields, "
|
|
|
|
|
|
"default settings, and views that are usually used together to provide some "
|
|
|
|
|
|
"standard functionality. Most of these features can be added later on, but "
|
|
|
|
|
|
"adding them from the start makes the model creation process much easier. "
|
|
|
|
|
|
"Furthermore, these features interact together in some cases to increase "
|
|
|
|
|
|
"their usefulness."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:28
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Creating a model with the :ref:`studio/models-modules-apps/suggested-"
|
|
|
|
|
|
"features/picture` and :ref:`studio/models-modules-apps/suggested-"
|
|
|
|
|
|
"features/pipeline-stages` features enabled adds the image in the card layout"
|
|
|
|
|
|
" of the :ref:`Kanban view <studio/views/multiple-records/kanban>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:0
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Combination of the Picture and Pipeline stages features on the Kanban view"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:39
|
|
|
|
|
|
msgid "Contact details"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:41
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Selecting :guilabel:`Contact details` adds to the :ref:`Form view "
|
|
|
|
|
|
"<studio/views/general/form>` a :ref:`Many2One field "
|
|
|
|
|
|
"<studio/fields/relational-fields/many2one>` linked to the *Contact* model "
|
|
|
|
|
|
"and two of its :ref:`Related Fields <studio/fields/relational-"
|
|
|
|
|
|
"fields/related-field>`: :guilabel:`Phone` and :guilabel:`Email`. The "
|
|
|
|
|
|
":guilabel:`Contact` field is also added to the :ref:`List view "
|
|
|
|
|
|
"<studio/views/multiple-records/list>`, and the :ref:`Map view "
|
|
|
|
|
|
"<studio/views/multiple-records/map>` is activated."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:0
|
|
|
|
|
|
msgid "Contact details feature on the Form view"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:57
|
|
|
|
|
|
msgid "User assignment"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:59
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Selecting :guilabel:`User assignment` adds to the :ref:`Form view "
|
|
|
|
|
|
"<studio/views/general/form>` a :ref:`Many2One field "
|
|
|
|
|
|
"<studio/fields/relational-fields/many2one>` linked to the *Contact* model, "
|
|
|
|
|
|
"with the following :guilabel:`Domain`: `Share User is not set` to only allow"
|
|
|
|
|
|
" the selection of *Internal Users*. In addition, the "
|
|
|
|
|
|
":guilabel:`many2one_avatar_user` widget is used to display the user's "
|
|
|
|
|
|
"avatar. The :guilabel:`Responsible` field is also added to the :ref:`List "
|
|
|
|
|
|
"view <studio/views/multiple-records/list>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:0
|
|
|
|
|
|
msgid "User assignment feature on the Form view"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:75
|
|
|
|
|
|
msgid "Date & Calendar"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:77
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Selecting :guilabel:`Date & Calendar` adds to the :ref:`Form view "
|
|
|
|
|
|
"<studio/views/general/form>` a :ref:`Date field <studio/fields/simple-"
|
|
|
|
|
|
"fields/date>` and activates the :ref:`Calendar view "
|
|
|
|
|
|
"<studio/views/timeline/calendar>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:84
|
|
|
|
|
|
msgid "Date range & Gantt"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:86
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Selecting :guilabel:`Date range & Gantt` adds to the :ref:`Form view "
|
|
|
|
|
|
"<studio/views/general/form>` two :ref:`Date fields <studio/fields/simple-"
|
|
|
|
|
|
"fields/date>` next to each other: one to set a start date, the other to set "
|
|
|
|
|
|
"an end date, using the :guilabel:`daterange` widget, and activates the "
|
|
|
|
|
|
":ref:`Gantt view <studio/views/timeline/gantt>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:94
|
|
|
|
|
|
msgid "Pipeline stages"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:96
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Selecting :guilabel:`Pipeline stages` activates the :ref:`Kanban view "
|
|
|
|
|
|
"<studio/views/multiple-records/kanban>`, adds several fields such as "
|
|
|
|
|
|
":ref:`Priority <studio/fields/simple-fields/priority>` and :guilabel:`Kanban"
|
|
|
|
|
|
" State`, and three stages: :guilabel:`New`, :guilabel:`In Progress`, and "
|
|
|
|
|
|
":guilabel:`Done`. The :guilabel:`Pipeline status bar` and the "
|
|
|
|
|
|
":guilabel:`Kanban State` field are added to the :ref:`Form view "
|
|
|
|
|
|
"<studio/views/general/form>`. The :guilabel:`Color` field is added to the "
|
|
|
|
|
|
":ref:`List view <studio/views/multiple-records/list>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:105
|
|
|
|
|
|
msgid "The :guilabel:`Pipeline stages` feature can be added at a later stage."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:110
|
|
|
|
|
|
msgid "Tags"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:112
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Selecting :guilabel:`Tags` adds to the :ref:`studio/views/general/form` and "
|
|
|
|
|
|
":ref:`studio/views/multiple-records/list` views a :ref:`Tags field "
|
|
|
|
|
|
"<studio/fields/relational-fields/tags>`, creating a *Tag* model with "
|
|
|
|
|
|
"preconfigured access rights in the process."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:120
|
|
|
|
|
|
msgid "Picture"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:122
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Selecting :guilabel:`Picture` adds to the top-right of the :ref:`Form view "
|
|
|
|
|
|
"<studio/views/general/form>` an :ref:`Image field <studio/fields/simple-"
|
|
|
|
|
|
"fields/image>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:126
|
|
|
|
|
|
msgid "The :guilabel:`Picture` feature can be added at a later stage."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:131
|
|
|
|
|
|
msgid "Lines"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:133
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Selecting :guilabel:`Lines`: adds to the :ref:`Form view "
|
|
|
|
|
|
"<studio/views/general/form>` a :ref:`Lines field <studio/fields/relational-"
|
|
|
|
|
|
"fields/lines>` inside a :guilabel:`Tab` component."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:139
|
|
|
|
|
|
msgid "Notes"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:141
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Selecting :guilabel:`Notes` adds to the :ref:`Form view "
|
|
|
|
|
|
"<studio/views/general/form>` an :ref:`Html field <studio/fields/simple-"
|
|
|
|
|
|
"fields/html>` using the full width of the form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:147
|
|
|
|
|
|
msgid "Monetary value"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:149
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Selecting :guilabel:`Monetary value` adds to the "
|
|
|
|
|
|
":ref:`studio/views/general/form` and :ref:`studio/views/multiple-"
|
|
|
|
|
|
"records/list` views a :ref:`Monetary field <studio/fields/simple-"
|
|
|
|
|
|
"fields/monetary>`. The :ref:`studio/views/reporting/graph` and "
|
|
|
|
|
|
":ref:`studio/views/reporting/pivot` views are also activated."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:155
|
|
|
|
|
|
msgid "A *Currency* field is added and hidden from the view."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:160
|
|
|
|
|
|
msgid "Company"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:162
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"Selecting :guilabel:`Company` adds to the :ref:`studio/views/general/form` "
|
|
|
|
|
|
"and :ref:`studio/views/multiple-records/list` views a :ref:`Many2One field "
|
|
|
|
|
|
"<studio/fields/relational-fields/many2one>` linked to the *Company* model."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:167
|
|
|
|
|
|
msgid "This is only useful if you work in a multi-company environment."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:172
|
|
|
|
|
|
msgid "Custom Sorting"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:174
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Selecting :guilabel:`Custom Sorting` adds to the :ref:`List view "
|
|
|
|
|
|
"<studio/views/multiple-records/list>` a drag handle icon to manually reorder"
|
|
|
|
|
|
" records."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:0
|
|
|
|
|
|
msgid "Custom Sorting feature on the List view"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:186
|
|
|
|
|
|
msgid "Chatter"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:188
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Selecting :guilabel:`Chatter` adds to the :ref:`Form view "
|
|
|
|
|
|
"<studio/views/general/form>` Chatter functionalities (sending messages, "
|
|
|
|
|
|
"logging notes, and scheduling activities)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:192
|
|
|
|
|
|
msgid "The :guilabel:`Chatter` feature can be added at a later stage."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:0
|
|
|
|
|
|
msgid "Chatter feature on the Form view"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:203
|
|
|
|
|
|
msgid "Archiving"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:205
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Selecting :guilabel:`Archiving` adds to the :ref:`studio/views/general/form`"
|
|
|
|
|
|
" and :ref:`studio/views/multiple-records/list` views the :guilabel:`Archive`"
|
|
|
|
|
|
" action and hides archived records from searches and views by default."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:212
|
|
|
|
|
|
msgid "Export and import customizations"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:214
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When you do any customization with Studio, a new module named "
|
|
|
|
|
|
":guilabel:`Studio customizations` is added to your database."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:217
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"To export these customizations, go to :menuselection:`Main dashboard --> "
|
|
|
|
|
|
"Studio --> Customizations --> Export` to download a ZIP file containing all "
|
|
|
|
|
|
"customizations."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:220
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"To import and install these customizations in another database, connect to "
|
|
|
|
|
|
"the destination database and go to :menuselection:`Main dashboard --> Studio"
|
|
|
|
|
|
" --> Customizations --> Import`, then upload the exported ZIP file before "
|
|
|
|
|
|
"clicking on the :guilabel:`Import` button."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/models_modules_apps.rst:225
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Before importing, make sure the destination database contains the same apps "
|
|
|
|
|
|
"and modules as the source database. Studio does not add the underlying "
|
|
|
|
|
|
"modules as dependencies of the exported module."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-11-20 00:40:35 +01:00
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:3
|
|
|
|
|
|
msgid "PDF reports"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"With Studio, you can edit existing PDF reports (e.g., orders and quotations)"
|
|
|
|
|
|
" or create new ones."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:10
|
|
|
|
|
|
msgid "Default layout"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:12
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The default layout of reports is managed outside Studio. Go to "
|
|
|
|
|
|
":menuselection:`Settings --> Companies: Document Layout --> Configure "
|
|
|
|
|
|
"Document Layout`. Layout settings apply to all reports but only to the "
|
|
|
|
|
|
"current company."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:17
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Use :guilabel:`Download PDF Preview` to view how the different settings "
|
|
|
|
|
|
"affect the layout of a sample invoice."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:23
|
|
|
|
|
|
msgid "Layout"
|
|
|
|
|
|
msgstr "Layout"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:25
|
|
|
|
|
|
msgid "Four layouts are available."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:29
|
|
|
|
|
|
msgid "Light"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:0
|
|
|
|
|
|
msgid "Light report layout sample"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:35
|
|
|
|
|
|
msgid "Boxed"
|
|
|
|
|
|
msgstr "Encaixotado"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:0
|
|
|
|
|
|
msgid "Boxed report layout sample"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:41
|
|
|
|
|
|
msgid "Bold"
|
|
|
|
|
|
msgstr "Negrito"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:0
|
|
|
|
|
|
msgid "Bold report layout sample"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:47
|
|
|
|
|
|
msgid "Striped"
|
|
|
|
|
|
msgstr "Listrado"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:0
|
|
|
|
|
|
msgid "Striped report layout sample"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:56
|
|
|
|
|
|
msgid "Font"
|
|
|
|
|
|
msgstr "Fonte"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:58
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Seven fonts are available. Click on the links below to preview them on "
|
|
|
|
|
|
"`Google Fonts <https://fonts.google.com/>`_."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:61
|
|
|
|
|
|
msgid "`Lato <https://fonts.google.com/specimen/Lato#type-tester>`_"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:62
|
|
|
|
|
|
msgid "`Roboto <https://fonts.google.com/specimen/Roboto#type-tester>`_"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:63
|
|
|
|
|
|
msgid "`Open Sans <https://fonts.google.com/specimen/Open+Sans#type-tester>`_"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:64
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"`Montserrat <https://fonts.google.com/specimen/Montserrat#type-tester>`_"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:65
|
|
|
|
|
|
msgid "`Oswald <https://fonts.google.com/specimen/Oswald#type-tester>`_"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:66
|
|
|
|
|
|
msgid "`Raleway <https://fonts.google.com/specimen/Raleway#type-tester>`_"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:67
|
|
|
|
|
|
msgid "`Tajawal <https://fonts.google.com/specimen/Tajawal#type-tester>`_"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:70
|
|
|
|
|
|
msgid ":guilabel:`Tajawal` supports both Arabic and Latin scripts."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:75
|
|
|
|
|
|
msgid "Company logo"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:77
|
|
|
|
|
|
msgid "Upload an image file to add a :guilabel:`Company Logo`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:80
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"This adds the logo to the company’s record on the *Company* model, which you"
|
|
|
|
|
|
" can access by going to :menuselection:`General Settings --> Companies --> "
|
|
|
|
|
|
"Update Info`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:86
|
|
|
|
|
|
msgid "Colors"
|
|
|
|
|
|
msgstr "Cores"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:88
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Change the primary and secondary colors used throughout reports to highlight"
|
|
|
|
|
|
" important elements. The default colors are automatically generated based on"
|
|
|
|
|
|
" the colors of the logo."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:94
|
|
|
|
|
|
msgid "Layout background"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:96
|
|
|
|
|
|
msgid "Change the :guilabel:`Layout Background` of the report:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:98
|
|
|
|
|
|
msgid ":guilabel:`Blank`: nothing is displayed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:99
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Geometric`: an image featuring geometric shapes is displayed in "
|
|
|
|
|
|
"the background."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:100
|
|
|
|
|
|
msgid ":guilabel:`Custom`: use a custom background image by uploading one."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:105
|
|
|
|
|
|
msgid "Company tagline"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:107
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Company Tagline` is displayed on the header of :ref:`External"
|
|
|
|
|
|
" reports <studio/pdf-reports/header-footer/external>`. You can add multiple "
|
|
|
|
|
|
"lines of text."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:113
|
|
|
|
|
|
msgid "Company details"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:115
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Company Details` are displayed on the header of "
|
|
|
|
|
|
":ref:`External reports <studio/pdf-reports/header-footer/external>`. You can"
|
|
|
|
|
|
" add multiple lines of text."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:121
|
|
|
|
|
|
msgid "Footer"
|
|
|
|
|
|
msgstr "Rodapé"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:123
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Use the :guilabel:`Footer` field to put any text in the :ref:`External "
|
|
|
|
|
|
"reports' <studio/pdf-reports/header-footer/external>` footers. You can add "
|
|
|
|
|
|
"multiple lines of text."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:129
|
|
|
|
|
|
msgid "Paper format"
|
|
|
|
|
|
msgstr "Formato de papel"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:131
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Use the :guilabel:`Paper format` field to change the paper size of reports. "
|
|
|
|
|
|
"You can either select :guilabel:`A4` (21 cm x 29.7 cm) or :guilabel:`US "
|
|
|
|
|
|
"Letter` (21.59 cm x 27.54 cm)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:135
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You can change the :guilabel:`Paper format` on individual reports. Open the "
|
|
|
|
|
|
"app containing the report, then :menuselection:`Toggle Studio --> Reports "
|
|
|
|
|
|
"--> Select or Create a report --> Report --> Select a Paper format`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rstNone
|
|
|
|
|
|
msgid "Configuration pop-up window for the default layout of PDF reports"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:146
|
|
|
|
|
|
msgid "Header and footer"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:148
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When creating a new report in Studio, you must choose between one of three "
|
|
|
|
|
|
"styles of reports first. This is solely used to determine what is displayed "
|
|
|
|
|
|
"on the header and footer. To do so, go to the app on which you want to add a"
|
|
|
|
|
|
" new report, then :menuselection:`Studio button --> Reports --> Create` and "
|
|
|
|
|
|
"select :ref:`studio/pdf-reports/header-footer/external`, :ref:`studio/pdf-"
|
|
|
|
|
|
"reports/header-footer/internal`, or :ref:`studio/pdf-reports/header-"
|
|
|
|
|
|
"footer/blank`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:157
|
|
|
|
|
|
msgid "External"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:159
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The header displays the company :ref:`studio/pdf-reports/default-"
|
|
|
|
|
|
"layout/logo` and several values set on the *Company* model: the "
|
|
|
|
|
|
":guilabel:`Company Name`, :guilabel:`Phone`, :guilabel:`Email`, and "
|
|
|
|
|
|
":guilabel:`Website`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:164
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To change a company's information, go to :menuselection:`Settings --> "
|
|
|
|
|
|
"Companies --> Update Info`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rstNone
|
|
|
|
|
|
msgid "Example of an External header"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:170
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The footer displays the values set on the :ref:`studio/pdf-reports/default-"
|
|
|
|
|
|
"layout/footer`, :ref:`studio/pdf-reports/default-layout/details`, and "
|
|
|
|
|
|
":ref:`studio/pdf-reports/default-layout/tagline` fields, as well as the page"
|
|
|
|
|
|
" number."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rstNone
|
|
|
|
|
|
msgid "Example of an External footer"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:181
|
|
|
|
|
|
msgid "Internal"
|
|
|
|
|
|
msgstr "Interno"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:183
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The header displays the user's current date and time, :guilabel:`Company "
|
|
|
|
|
|
"Name`, and page number."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:185
|
|
|
|
|
|
msgid "There is no footer."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:190
|
|
|
|
|
|
msgid "Blank"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:192
|
|
|
|
|
|
msgid "There is neither a header nor a footer."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:197
|
|
|
|
|
|
msgid "Add tab"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:199
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After opening an existing report or creating a new one, go to the "
|
|
|
|
|
|
":guilabel:`Add` tab to add or edit elements. The elements are organized into"
|
|
|
|
|
|
" four categories: :ref:`studio/pdf-reports/elements/block`, "
|
|
|
|
|
|
":ref:`studio/pdf-reports/elements/inline`, :ref:`studio/pdf-"
|
|
|
|
|
|
"reports/elements/table`, and :ref:`studio/pdf-reports/elements/column`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:207
|
|
|
|
|
|
msgid "Block"
|
|
|
|
|
|
msgstr "Bloquear"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:209
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Block elements start on a new line and occupy the full width of the page."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:212
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You can set an element's width by selecting it and going to the "
|
|
|
|
|
|
":guilabel:`Options` tab."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:214
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:244
|
|
|
|
|
|
msgid ":guilabel:`Text`: add any text using small font size by default."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:216
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Title Block`: add any text using larger font size by default."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:218
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Image`: add an image. You can either upload one from your device,"
|
|
|
|
|
|
" add one from an URL, or select one already existing on your database."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:221
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:246
|
|
|
|
|
|
msgid ":guilabel:`Field`: dynamically add a field's value."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:223
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Field & Label`: to dynamically add a field's value and label."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:225
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Address Block`: to dynamically add the values, if any, of a "
|
|
|
|
|
|
"contact's (`res.partner` model): *Name*, *Address*, *Phone*, *Mobile*, and "
|
|
|
|
|
|
"*Email*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:0
|
|
|
|
|
|
msgid "Example of an Address Block"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:235
|
|
|
|
|
|
msgid "Inline"
|
|
|
|
|
|
msgstr "Em linha"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:237
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Inline elements are used around other elements. They do not start on a new "
|
|
|
|
|
|
"line and the width adapts to length of the content."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:241
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You can set an element's width and margins by selecting it and going to the "
|
|
|
|
|
|
":guilabel:`Options` tab."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:251
|
|
|
|
|
|
msgid "Table"
|
|
|
|
|
|
msgstr "Mesa"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:253
|
|
|
|
|
|
msgid "Table elements are used together to create a data table."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:255
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Data table`: create a table and dynamically add a first column "
|
|
|
|
|
|
"displaying the *Name* values of a :ref:`Many2Many <studio/fields/relational-"
|
|
|
|
|
|
"fields/many2many>` or :ref:`One2Many <studio/fields/relational-"
|
|
|
|
|
|
"fields/one2many>` field on your model."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:0
|
|
|
|
|
|
msgid "Example of a Data table"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:263
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Field Column`: add a new column to the table displaying the "
|
|
|
|
|
|
"values of a :ref:`Related Field <studio/fields/relational-fields/related-"
|
|
|
|
|
|
"field>` to the one used to create the :guilabel:`Data table`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:267
|
|
|
|
|
|
msgid ":guilabel:`Text in Cell`: add any text within an existing table cell."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:269
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Field in Cell`: add, within an existing table cell, the values of"
|
|
|
|
|
|
" a :ref:`Related Field <studio/fields/relational-fields/related-field>` to "
|
|
|
|
|
|
"the one used to create the :guilabel:`Data table`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:273
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Subtotal & Total`: add an existing :guilabel:`Total` field's "
|
|
|
|
|
|
"value. If a :guilabel:`Taxes` field exists, the untaxed and taxes amounts "
|
|
|
|
|
|
"are added before the total amount."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:279
|
|
|
|
|
|
msgid "Column"
|
|
|
|
|
|
msgstr "Coluna"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:281
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Columns are used to add multiple :ref:`blocks <studio/pdf-"
|
|
|
|
|
|
"reports/elements/block>` elements on the same line."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:284
|
|
|
|
|
|
msgid ":guilabel:`Two Columns`: add any text in two different columns."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:286
|
|
|
|
|
|
msgid ":guilabel:`Three Columns`: add any text in three different columns."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:289
|
|
|
|
|
|
msgid "Report tab"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:291
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Several configuration options are available under the :guilabel:`Report` "
|
|
|
|
|
|
"tab."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:293
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Name`: change the report name. The new name is applied everywhere"
|
|
|
|
|
|
" (in Studio, under the :guilabel:`Print` button, and for the PDF file name)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:296
|
|
|
|
|
|
msgid ":guilabel:`Paper format`: change the paper size of the report."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:298
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Add in print`: add the report under the :guilabel:`🖶 Print` "
|
|
|
|
|
|
"button available on the record."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:301
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Limit visibility to groups`: limit the availability of the PDF "
|
|
|
|
|
|
"report to specific :doc:`user groups <../../general/users/access_rights>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:305
|
|
|
|
|
|
msgid "Options tab"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:307
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Select an element on the report to access the element's options and edit it."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rstNone
|
|
|
|
|
|
msgid "The Options tab for a text element"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:314
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You can select and edit multiple elements at the same time by clicking on "
|
|
|
|
|
|
"the different sections or divisions (e.g., `div`, `table`, etc.)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:317
|
|
|
|
|
|
msgid "Below are presented some of the most common options:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:319
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Margins`: add spacing at the :guilabel:`top`, :guilabel:`right`, "
|
|
|
|
|
|
":guilabel:`bottom`, and :guilabel:`left` of the element."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:322
|
|
|
|
|
|
msgid ":guilabel:`Width`: set the element's maximum width."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:324
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Visible if`: set under which condition(s) the element should be "
|
|
|
|
|
|
"displayed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:326
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Visible for`: set for which :doc:`users groups "
|
|
|
|
|
|
"<../../general/users/access_rights>` the element should be displayed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:329
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Remove from View`: remove the element from the report's view."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:331
|
|
|
|
|
|
msgid ":guilabel:`Text decoration`: bold, italicize, and underline the font."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:333
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Alignment`: align the element to the left, center, or right of "
|
|
|
|
|
|
"the report."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:335
|
|
|
|
|
|
msgid ":guilabel:`Font style`: use one of the default font styles."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:337
|
|
|
|
|
|
msgid ":guilabel:`Colors`: change the font's color and the background color."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/pdf_reports.rst:340
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You may need to select a section or division above the element you want to "
|
|
|
|
|
|
"edit to see some of the options described above."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:3
|
|
|
|
|
|
msgid "Views"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:5
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"Views are the interface that allows displaying the data contained in a "
|
|
|
|
|
|
"model. One model can have several views, which are simply different ways to "
|
|
|
|
|
|
"show the same data. In Studio, views are organized into four categories: "
|
|
|
|
|
|
":ref:`general <studio/views/general>`, :ref:`multiple records "
|
|
|
|
|
|
"<studio/views/multiple-records>`, :ref:`timeline <studio/views/timeline>`, "
|
|
|
|
|
|
"and :ref:`reporting <studio/views/reporting>`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:12
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"To change the default view of a model, go to :menuselection:`Studio --> "
|
|
|
|
|
|
"Views --> Dropdown menu (⋮) --> Set as Default`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:16
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"You can modify views by using the built-in XML editor. To do so, activate "
|
|
|
|
|
|
":ref:`Developer mode <developer-mode>`, go to the view you want to edit, "
|
|
|
|
|
|
"select the :guilabel:`View` tab and then click on :guilabel:`</> XML`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:21
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"If you are editing a view using the XML editor, avoid making changes "
|
|
|
|
|
|
"directly to standard views and inherited views, as those would be reset and "
|
|
|
|
|
|
"would not be kept in case of an update or module upgrade. Always make sure "
|
|
|
|
|
|
"you select the right Studio inherited views. Indeed, when you modify a view "
|
|
|
|
|
|
"in Studio by drag-and-dropping a new field, a specific Studio inherited view"
|
|
|
|
|
|
" and its XPath, the latter which defines which part of the view is modified,"
|
|
|
|
|
|
" are automatically generated."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:31
|
|
|
|
|
|
msgid "General views"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:34
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:97
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:195
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:311
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"The settings described below are found under the view's :guilabel:`View` tab"
|
|
|
|
|
|
" unless specified otherwise."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:40
|
|
|
|
|
|
msgid "Form"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:42
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"The :guilabel:`Form` view is used when creating and editing records, such as"
|
|
|
|
|
|
" contacts, sales orders, products, etc."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:45
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"To structure a form, drag-and-drop the :guilabel:`Tabs and Columns` element "
|
|
|
|
|
|
"found under the :guilabel:`+ Add` tab."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:47
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:132
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"To prevent users from creating, editing, or deleting records, untick "
|
|
|
|
|
|
":guilabel:`Can Create`, :guilabel:`Can Edit`, or :guilabel:`Can Delete`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:0
|
|
|
|
|
|
msgid "Sales order model's Form view"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:59
|
|
|
|
|
|
msgid "Activity"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:61
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"The :guilabel:`Activity` view is used to schedule and have an overview of "
|
|
|
|
|
|
"activities (emails, calls, etc.) linked to records."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:65
|
|
|
|
|
|
msgid "This view can only be modified within Studio by editing the XML code."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:0
|
|
|
|
|
|
msgid "Lead/Opportunity model's Activity view"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:76
|
|
|
|
|
|
msgid "Search"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:78
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Search` view is added on top of other views to filter, group,"
|
|
|
|
|
|
" and search records."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:80
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To add custom :guilabel:`Filters` and structure them using "
|
|
|
|
|
|
":guilabel:`Separators`, go to the :guilabel:`+ Add` tab and drag and drop "
|
|
|
|
|
|
"them under :guilabel:`Filters`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:82
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"To add an existing field under the search dropdown menu, go to the "
|
|
|
|
|
|
":guilabel:`+ Add` tab and drag-and-drop it under :guilabel:`Autocompletion "
|
|
|
|
|
|
"Fields`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:0
|
|
|
|
|
|
msgid "Project model's Search view on the Kanban view"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:94
|
|
|
|
|
|
msgid "Multiple records views"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:103
|
|
|
|
|
|
msgid "Kanban"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:105
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Kanban` view is often used to support business flows by "
|
|
|
|
|
|
"moving records across stages or as an alternative way to display records "
|
|
|
|
|
|
"inside *cards*."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:109
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If the :guilabel:`Kanban` view exists, it is used by default to display data"
|
|
|
|
|
|
" on mobile devices instead of the :ref:`List view <studio/views/multiple-"
|
|
|
|
|
|
"records/list>`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:112
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To prevent users from creating new records, untick :guilabel:`Can Create`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:113
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To create records directly within the view, in a minimalistic form, enable "
|
|
|
|
|
|
":guilabel:`Quick Create`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:115
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"To change the way records are grouped by default, select a new group under "
|
|
|
|
|
|
":guilabel:`Default Group by`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:0
|
|
|
|
|
|
msgid "Project model's Kanban view"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:127
|
|
|
|
|
|
msgid "List"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:129
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`List` view is used to overview many records at once, look for"
|
|
|
|
|
|
" records, and edit simple records."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:134
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"To create and edit records directly within the view, select either "
|
|
|
|
|
|
":guilabel:`New record on top` or :guilabel:`New record at the bottom` under "
|
|
|
|
|
|
":guilabel:`Editable`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:138
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"This prevents users from opening records in :ref:`Form view "
|
|
|
|
|
|
"<studio/views/general/form>` from the :guilabel:`List` view."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:141
|
|
|
|
|
|
msgid "To edit several records at once, tick :guilabel:`Enable Mass Editing`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:142
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"To change the way records are sorted by default, select a field under "
|
|
|
|
|
|
":guilabel:`Sort By`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:145
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"To add a drag handle icon to reorder records manually, add an :ref:`Integer "
|
|
|
|
|
|
"field <studio/fields/simple-fields/integer>` with the :guilabel:`Handle` "
|
|
|
|
|
|
"widget."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:0
|
|
|
|
|
|
msgid "Drag handle icon enabling to sort records manually in List view"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:0
|
|
|
|
|
|
msgid "Sales order model's List view"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:161
|
|
|
|
|
|
msgid "Map"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:163
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"The :guilabel:`Map` view is used to display records on a map. For example, "
|
|
|
|
|
|
"it is used in the Field Service app to plan an itinerary between different "
|
|
|
|
|
|
"tasks."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:167
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"A :ref:`Many2One field <studio/fields/relational-fields/many2one>` linked to"
|
|
|
|
|
|
" the *Contact* model is required to activate the view, as the contact "
|
|
|
|
|
|
"address is used to position records on the map."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:170
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"To select which kind of contact should be used on the map, select it under "
|
|
|
|
|
|
":guilabel:`Contact Field`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:172
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"To hide the name or the address of the record, tick :guilabel:`Hide name` or"
|
|
|
|
|
|
" :guilabel:`Hide Address`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:174
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"To add information from other fields, select them under "
|
|
|
|
|
|
":guilabel:`Additional Fields`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:175
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"To have a route suggested between the different records, tick "
|
|
|
|
|
|
":guilabel:`Enable Routing` and select which field should be used to sort "
|
|
|
|
|
|
"records for the routing."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:0
|
|
|
|
|
|
msgid "Task model's Map view"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:187
|
|
|
|
|
|
msgid "Timeline views"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:190
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When you first activate one of the timeline views, you need to select which "
|
|
|
|
|
|
":ref:`Date <studio/fields/simple-fields/date>` or :ref:`Date & Time "
|
|
|
|
|
|
"<studio/fields/simple-fields/date-time>` fields on your model should be used"
|
|
|
|
|
|
" to define when the records start and stop in order to display them on the "
|
|
|
|
|
|
"view. You can modify the :guilabel:`Start Date Field` and :guilabel:`Stop "
|
|
|
|
|
|
"Date Field` after activating the view."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:201
|
|
|
|
|
|
msgid "Calendar"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:203
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Calendar` view is used to overview and manage records inside "
|
|
|
|
|
|
"a calendar."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:205
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To create records directly within the view instead of opening the :ref:`Form"
|
|
|
|
|
|
" view <studio/views/general/form>`, enable :guilabel:`Quick Create`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:209
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"This only works on specific models that can be *quick-created* using only a "
|
|
|
|
|
|
"*name*. However, most models do not support quick creation and open the "
|
|
|
|
|
|
":guilabel:`Form` view to fill in the required fields."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:213
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"To color records on the calendar, select a field under :guilabel:`Color`. "
|
|
|
|
|
|
"All the records sharing the same value for that field are displayed using "
|
|
|
|
|
|
"the same color."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:217
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"As the number of colors is limited, the same color can end up being assigned"
|
|
|
|
|
|
" to different values."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:220
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"To display events lasting the whole day at the top of the calendar, select a"
|
|
|
|
|
|
" :ref:`Checkbox field <studio/fields/simple-fields/checkbox>` that specifies"
|
|
|
|
|
|
" if the event lasts the whole day."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:223
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To choose the default time scale used to display events, select "
|
|
|
|
|
|
":guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` "
|
|
|
|
|
|
"under :guilabel:`Default Display Mode`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:227
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"You can also use :guilabel:`Delay Field` to display the duration of the "
|
|
|
|
|
|
"event in hours by selecting a :ref:`Decimal <studio/fields/simple-"
|
|
|
|
|
|
"fields/decimal>` or :ref:`Integer <studio/fields/simple-fields/integer>` "
|
|
|
|
|
|
"field on the model which specifies the duration of the event. However, if "
|
|
|
|
|
|
"you set an :guilabel:`End Date Field`, the :guilabel:`Delay Field` will not "
|
|
|
|
|
|
"be taken into account."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:0
|
|
|
|
|
|
msgid "Calendar Event model's Calendar view"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:242
|
|
|
|
|
|
msgid "Cohort"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:244
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"The :guilabel:`Cohort` view is used to examine the life cycle of records "
|
|
|
|
|
|
"over a time period. For example, it is used in the Subscriptions app to view"
|
|
|
|
|
|
" the subscriptions' retention rate."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:247
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To display a measure (i.e., the aggregated value of a given field) by "
|
|
|
|
|
|
"default on the view, select a :guilabel:`Measure Field`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:249
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"To choose which time interval is used by default to group results, select "
|
|
|
|
|
|
":guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` "
|
|
|
|
|
|
"under :guilabel:`Interval`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:251
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"To change the cohort :guilabel:`Mode`, select either :guilabel:`Retention` "
|
|
|
|
|
|
":dfn:`the percentage of records staying over a period of time, it starts at "
|
|
|
|
|
|
"100% and decreases with time` or :guilabel:`Churn` :dfn:`the percentage of "
|
|
|
|
|
|
"records moving out over a period of time - it starts at 0% and increases "
|
|
|
|
|
|
"with time`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:255
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"To change the way the :guilabel:`Timeline` (i.e., the columns) progresses, "
|
|
|
|
|
|
"select either :guilabel:`Forward` (from 0 to +15) or :guilabel:`Backward` "
|
|
|
|
|
|
"(from -15 to 0). For most purposes, the :guilabel:`Forward` timeline is "
|
|
|
|
|
|
"used."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:0
|
|
|
|
|
|
msgid "Subscription model's Cohort view"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:268
|
|
|
|
|
|
msgid "Gantt"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:270
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"The :guilabel:`Gantt` view is used to forecast and examine the overall "
|
|
|
|
|
|
"progress of records. Records are represented by a bar under a time scale."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:273
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"To prevent users from creating or editing records, untick :guilabel:`Can "
|
|
|
|
|
|
"Create` or :guilabel:`Can Edit`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:275
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"To fill cells in gray whenever a record should not be created there (e.g., "
|
|
|
|
|
|
"on weekends for employees), tick :guilabel:`Display Unavailability`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:279
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"The underlying model must support this feature, and support for it cannot be"
|
|
|
|
|
|
" added using Studio. It is supported for the Project, Time Off, Planning, "
|
|
|
|
|
|
"and Manufacturing apps."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:282
|
|
|
|
|
|
msgid "To show a total row at the bottom, tick :guilabel:`Display Total row`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:283
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"To collapse multiple records in a single row, tick :guilabel:`Collapse First"
|
|
|
|
|
|
" Level`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:284
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"To choose which way records are grouped by default on rows (e.g., per "
|
|
|
|
|
|
"employee or project), select a field under :guilabel:`Default Group by`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:286
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"To define a default time scale to view records, select :guilabel:`Day`, "
|
|
|
|
|
|
":guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` under "
|
|
|
|
|
|
":guilabel:`Default Scale`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:288
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"To color records on the view, select a field under :guilabel:`Color`. All "
|
|
|
|
|
|
"the records sharing the same value for that field are displayed using the "
|
|
|
|
|
|
"same color."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:292
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"As the number of colors is limited, the same color can be assigned to "
|
|
|
|
|
|
"different values."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:294
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"To specify with which degree of precision each time scale should be divided "
|
|
|
|
|
|
"by, select :guilabel:`Quarter Hour`, :guilabel:`Half Hour`, or "
|
|
|
|
|
|
":guilabel:`Hour` under :guilabel:`Day Precision`, :guilabel:`Half Day` or "
|
|
|
|
|
|
":guilabel:`Day` under :guilabel:`Week Precision`, and :guilabel:`Month "
|
|
|
|
|
|
"Precision`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:0
|
|
|
|
|
|
msgid "Planning Shift model's Gantt view"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:308
|
|
|
|
|
|
msgid "Reporting views"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:317
|
|
|
|
|
|
msgid "Pivot"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:319
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"The :guilabel:`Pivot` view is used to explore and analyze the data contained"
|
|
|
|
|
|
" in records in an interactive manner. It is especially useful to aggregate "
|
|
|
|
|
|
"numeric data, create categories, and drill down the data by expanding and "
|
|
|
|
|
|
"collapsing different levels of data."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:323
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"To access all records whose data is aggregated under a cell, tick "
|
|
|
|
|
|
":guilabel:`Access records from cell`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:325
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"To divide the data into different categories, select field(s) under "
|
|
|
|
|
|
":guilabel:`Column grouping`, :guilabel:`Row grouping - First level`, or "
|
|
|
|
|
|
":guilabel:`Row grouping - Second level`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:327
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To add different types of data to be measured using the view, select a field"
|
|
|
|
|
|
" under :guilabel:`Measures`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:329
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"To display a count of records that made up the aggregated data in a cell, "
|
|
|
|
|
|
"tick :guilabel:`Display count`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:0
|
|
|
|
|
|
msgid "Purchase Report model's Pivot view"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:341
|
|
|
|
|
|
msgid "Graph"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:343
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"The :guilabel:`Graph` view is used to showcase data from records in a bar, "
|
|
|
|
|
|
"line, or pie chart."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:345
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"To change the default chart, select :guilabel:`Bar`, :guilabel:`Line`, or "
|
|
|
|
|
|
":guilabel:`Pie` under :guilabel:`Type`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:347
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To choose a default data dimension (category), select a field under "
|
|
|
|
|
|
":guilabel:`First dimension` and, if needed, another under :guilabel:`Second "
|
|
|
|
|
|
"dimension`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:349
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"To select a default type of data to be measured using the view, select a "
|
|
|
|
|
|
"field under :guilabel:`Measure`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:351
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"*For Bar and Line charts only*: To sort the different data categories by "
|
|
|
|
|
|
"their value, select :guilabel:`Ascending` (from lowest to highest value) or "
|
|
|
|
|
|
":guilabel:`Descending` (from highest to lowest) under :guilabel:`Sorting`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:354
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"*For Bar and Pie charts only*: To access all records whose data is "
|
|
|
|
|
|
"aggregated under a data category on the chart, tick :guilabel:`Access "
|
|
|
|
|
|
"records from graph`."
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:356
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"*For Bar charts only*: When using two data dimensions (categories), display "
|
|
|
|
|
|
"the two columns on top of each other by default by ticking "
|
|
|
|
|
|
":guilabel:`Stacked graph`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:0
|
|
|
|
|
|
msgid "Sales Analysis Report model's Bar chart on Graph view"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
2022-10-30 00:40:31 +02:00
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:368
|
|
|
|
|
|
msgid "Dashboard"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:370
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgid ""
|
2022-10-30 00:40:31 +02:00
|
|
|
|
"The :guilabel:`Dashboard` view is used to display multiple reporting views "
|
|
|
|
|
|
"and key performance indicators. Which elements are displayed on the view "
|
|
|
|
|
|
"depends on the configuration of the other reporting views."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/productivity/studio/views.rst:0
|
|
|
|
|
|
msgid "Sales Analysis Report model's Dashboard view"
|
2021-05-18 07:16:30 +02:00
|
|
|
|
msgstr ""
|
