[MOV] documentation structure reorganization
This commit aims to improve the documentation's navigability by redefining some categories' purposes and titles. There is a redirection rule for each documentation page moved. This ensures that users won't have a 404 error message. task-3217827 closes odoo/documentation#8061 Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
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===================================
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Use channels for team communication
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===================================
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Use channels in the Odoo *Discuss* app to organize discussions between individual teams,
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departments, projects, or any other group that requires regular communication. With channels,
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employees can communicate inside dedicated spaces within the Odoo database around specific topics,
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updates, and latest developments having to do with the organization.
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Public and private channels
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===========================
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A *Public* channel can be seen by everyone, while a *Private* one is only visible to users invited
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to it. To create a new channel, navigate to the :menuselection:`Discuss` app, and then click on the
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:guilabel:`➕ (plus)` icon next to the :guilabel:`Channels` heading in the left-side menu. After
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typing the name of the channel, two selectable options will appear: The first is a channel with a
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hashtag (`#`) to indicate that it is a public channel; the second option is a channel with a lock
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icon (`🔒`) next to it, to indicate that it is a private channel. Select the channel type that best
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fits the communication needs.
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.. image:: team_communication/public-private-channel.png
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:align: center
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:alt: View of discuss's sidebar and a channel being created in Odoo Discuss.
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.. tip::
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A public channel is best used when many employees need to access information (such as company
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announcements), whereas a private channel could be used whenever information should be limited
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to specific groups (such as a specific department).
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Configuration options
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---------------------
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The channel's :guilabel:`Group Name`, :guilabel:`Description`, and :guilabel:`Privacy` settings can
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be modified by clicking on the channel's settings, represented by a :guilabel:`⚙️ (gear)` icon in
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the left sidebar menu, next to the channel's name.
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.. image:: team_communication/channel-settings.png
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:align: center
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:alt: View of a channel's settings form in Odoo Discuss.
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Privacy and Members tabs
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~~~~~~~~~~~~~~~~~~~~~~~~
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Changing :guilabel:`Who can follow the group's activities?` controls which groups can have access to
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the channel.
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.. note::
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Allowing :guilabel:`Everyone` to follow a private channel lets other users view and join it, as
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they would a public one.
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When choosing :guilabel:`Invited people only`, specify in the :guilabel:`Members` tab which members
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should be invited. Inviting members can also be done from the *Discuss* app's main dashboard, by
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selecting the channel, clicking the *add user* icon in the top-right corner of the dashboard, and
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finally clicking :guilabel:`Invite to Channel` once all the users have been added.
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.. image:: team_communication/invite-channel.png
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:align: center
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:alt: View of Discuss' option to invite members in Odoo Discuss.
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When the :guilabel:`Selected group of users` option is selected, it reveals the ability to add an
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:guilabel:`Authorized Group`, along with the options to :guilabel:`Auto Subscribe Groups` and
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:guilabel:`Auto Subscribe Departments`.
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The option to :guilabel:`Auto Subscribe Groups` automatically adds users of that particular user
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group as followers. In other words, while :guilabel:`Authorized Groups` limits which users can
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access the channel, :guilabel:`Auto Subscribe Groups` automatically adds users as members as long as
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they are part of a specific user group. The same is true for :guilabel:`Auto Subscribe Departments`.
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Quick search bar
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================
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Once at least 20 channels, direct messages, or live chat conversations (if *Live Chat* module is
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installed on the database) are pinned in the sidebar, a :guilabel:`Quick search…` bar is displayed.
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This feature is a convenient way to filter conversations and quickly find relevant communications.
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.. image:: team_communication/quick-search.png
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:align: center
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:alt: View of the Discuss' sidebar emphasizing the quick search bar in Odoo Discuss.
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Finding channels
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----------------
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Click on the settings :guilabel:`⚙️ (gear)` icon, located in the left sidebar, to the right of the
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:guilabel:`CHANNELS` collapsible menu item. Doing so will lead to a mosaic view containing all the
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public channels available. Users can join or leave channels on this screen by clicking the
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:guilabel:`JOIN` or :guilabel:`LEAVE` buttons that appear in the channel boxes.
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There is also the ability to apply filtering criteria and save them for later use. The
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:guilabel:`Search...` function accepts wildcards by using the underscore character [ `_` ], and
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specific searches can be saved by using the :menuselection:`Favorites --> Save Current Search`
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drop-down menu.
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.. image:: team_communication/filter.png
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:align: center
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:alt: View of a channel being searched through filters in Odoo Discuss
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Linking channel in chatter
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==========================
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Channels can be linked in the chatter (log note) of a record in Odoo. To do so, simply type: `#` and
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the channel name. Click or press enter on the *channel* name. Upon logging the note a link to the
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channel will appear. After clicking on the link a chat window with the channel conversation will
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pop up in the lower right corner of the screen.
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Users are able to contribute to this group channel (either public or member based) by typing
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messages in window and pressing *enter*.
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.. image:: team_communication/chatter-channel.png
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:align: center
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:alt: Channel linked in chatter with the channel open on the lower right quadrant.
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.. seealso::
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- :doc:`../discuss`
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- :doc:`/applications/essentials/activities`
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