msgid "Unless you plan to send large batches of mass mailing that could require the use of an external mail server, simply enjoy your new Odoo database."
msgid "This document is **mainly dedicated to Odoo on-premise users** who don't benefit from an out-of-the-box solution to send and receive emails in Odoo, unlike `Odoo Online <https://www.odoo.com/trial>`__ & `Odoo.sh <https://www.odoo.sh>`__."
msgid "If no one in your company is used to manage email servers, we strongly recommend that you opt for those Odoo hosting solutions. Their email system works instantly and is monitored by professionals. Nevertheless you can still use your own email servers if you want to manage your email server's reputation yourself."
msgid "Office 365 email servers don't easily allow to send external emails from hosts like Odoo. Refer to `Microsoft's documentation <https://support.office.com/en-us/article/How-to-set-up-a-multifunction-device-or-application-to-send-email-using-Office-365-69f58e99-c550-4274-ad18-c805d654b4c4>`__ to make it work."
msgid "As a system admin, go to :menuselection:`Settings --> General Settings` and check *External Email Servers*. Then, click *Outgoing Mail Servers* to create one and reference the SMTP data of your email server. Once all the information has been filled out, click on *Test Connection*."
msgid "If you get a ``[AUTHENTICATIONFAILED] Invalid credentials (Failure)`` warning when you *Test Connection* on a Gmail address, activate the *Less secure app access* option. A direct link can be `accessed here <https://myaccount.google.com/lesssecureapps?pli=1>`_."
msgid "You can use an Office 365 server if you run Odoo on-premise. Office 365 SMTP relays are not compatible with Odoo Online unless you configure Odoo to force the outgoing \"From\" address (see below)."
msgid "Please refer to `Microsoft's documentation <https://support.office.com/en-us/article/How-to-set-up-a-multifunction-device-or-application-to-send-email-using-Office-365-69f58e99-c550-4274-ad18-c805d654b4c4>`__ to configure a SMTP relay for your Odoo's IP address."
msgid "You can use an G Suite server for any Odoo hosting type. To do so you need to setup the SMTP relay service. The configuration steps are explained in `Google documentation <https://support.google.com/a/answer/2956491?hl=en>`__."
msgid "In case you use SPF (Sender Policy Framework) to increase the deliverability of your outgoing emails, don't forget to authorize Odoo as a sending host in your domain name settings. Here is the configuration for Odoo Online:"
msgid "In case a SPF TXT record is already set, add \"include:_spf.odoo.com\". e.g. for a domain name that sends emails via Odoo Online and via G Suite it could be: v=spf1 include:_spf.odoo.com include:_spf.google.com ~all"
msgid "Adding more than one SPF record for a domain can cause problems with mail delivery and spam classification. Instead, we recommend using only one SPF record by modifying it to authorize Odoo."
msgid "You should do the same thing if DKIM (Domain Keys Identified Mail) is enabled on your email server. In the case of Odoo Online & Odoo.sh, you should add a DNS \"odoo._domainkey\" CNAME record to \"odoo._domainkey.odoo.com\". For example, for \"foo.com\" they should have a record \"odoo._domainkey.foo.com\" that is a CNAME with the value \"odoo._domainkey.odoo.com\"."
msgid "For example, if a customer with address *mary@customer.example.com* responds to a message, Odoo will try to redistribute that same email to other subscribers in the thread. But if the domain *customer.example.com* forbids that kind of usage for security (kudos for that), the Odoo's redistributed email would get rejected by some recipients' mail servers."
msgid "If your MTA supports `SRS (Sender Rewriting Scheme) <https://en.wikipedia.org/wiki/Sender_Rewriting_Scheme>`_, you can enable it to handle these situations. However, that is more complex and requires more technical knowledge that is not meant to be covered by this documentation."
msgid "If you want *all* your outgoing messages to use the same \"From\" address, use the key ``mail.force.smtp.from`` and set that address as value (such as ``outgoing@mycompany.example.com``)."
msgid "If you want to keep the original \"From\" address for emails that use your same domain, but change it for emails that use a different domain, use the key ``mail.dynamic.smtp.from`` and set as value the email address that should be used in those cases (such as ``outgoing@mycompany.example.com``)."
msgid "**Reply messages** of messages sent from Odoo are routed to their original discussion thread (and to the inbox of all its followers) by the catchall alias (**catchall@**)."
msgid "**Bounced messages** are routed to **bounce@** in order to track them in Odoo. This is especially used in `Odoo Email Marketing <https://www.odoo.com/page/email-marketing>`__ to opt-out invalid recipients."
msgid "Depending on your mail server, there might be several methods to fetch emails. The easiest and most recommended method is to manage one email address per Odoo alias in your mail server."
msgid "If you use Odoo on-premise, create an *Incoming Mail Server* in Odoo for each alias. You can do it from the General Settings as well. Fill out the form according to your email provider’s settings. Leave the *Actions to Perform on Incoming Mails* blank. Once all the information has been filled out, click on *TEST & CONFIRM*."
msgid "If you use Odoo Online or Odoo.sh, We do recommend to redirect incoming messages to Odoo's domain name rather than exclusively use your own email server. That way you will receive incoming messages without delay. Indeed, Odoo Online is fetching incoming messages of external servers once per hour only. You should set redirections for all the email addresses to Odoo's domain name in your email server (e.g. *catchall@mydomain.ext* to *catchall@mycompany.odoo.com*)."
msgid "Object aliases can be edited from their respective configuration view. To edit catchall and bounce aliases, you first need to activate the :ref:`developer mode <developer-mode>`."
msgid "Then go to :menuselection:`Settings --> Technical --> Parameters --> System Parameters` to customize the aliases (*mail.catchall.alias* & * mail.bounce.alias*)."
msgid "By default inbound messages are fetched every 5 minutes in Odoo on-premise. You can change this value in :ref:`developer mode <developer-mode>`. Go to :menuselection:`Settings --> Technical --> Automation --> Scheduled Actions` and look for *Mail: Fetchmail Service*."
msgid "Odoo's e-mail server has the capability of sending 200 e-mails per day on Odoo SH Cloud Platform. However, if needed, you can use a separate Mail Transfer Agent (MTA) servers for transactional e-mails and mass mailings. Example: use Odoo's own mail server for transactional e-mails, and Sendgrid, Amazon SES, or Mailgun for mass mailings. Another alternative is to use Postmark for transactional e-mails, and Amazon SES or Sendgrid for mass mailings."
msgid "A default outgoing email server is already configured. You should not create an alternative one unless you want to use a specific external outgoing email server for technical reasons."
msgid "To do this, you should first activate the :ref:`developer mode <developer-mode>` and then go to :menuselection:`Settings --> Technical --> Outgoing` e-mail servers. There you have to create two e-mail MTA server settings. One for transactional e-mails and one for mass mail servers. Be sure to mark the priority of transactional e-mail servers as low as the mass email servers."
msgid "Now, go to :menuselection:`Email Marketing --> Settings` and enable *Dedicated Server*. With these settings, Odoo uses the server with the lower priority for transactional emails, and the server here selected for mass mails. Note that in this case, you have to set your domain's Sender Policy Framework (SPF) records to include both transactional and mass mail servers. If your server resides with xxxx.odoo.com, the available options are Sendinblue and Mailchimp, as your e-mails would be originated from the xxxx.odoo.com domain."
msgid "We all know writing good emails is vital to get a high response rate, but you do not want to rewrite the same structure every time, do you? That is where email templates come in. Without the need to rewrite the entire email structure every time, you save time to focus on the content. Multiple templates also let you deliver the right message to the right audience, improving their overall experience with the company."
msgid "The :ref:`developer mode <developer-mode>` must be activated. Then, go to :menuselection:`Settings --> Technical --> Templates`. A view of the existing templates is shown."
msgid "To add a new one, click on *Create* and choose the type of document this template is used with. In the example below, the template would be sent to job applicants."
msgid "Under *Email Configuration*, fields such as *From*, *To (Emails)*, *To (Partners)*, require placeholders. If the *From* field is not set, the default value is the author’s email alias, if configured, or email address."
msgid "Next, copy the *Placeholder Expression* and paste it in the *Body* of the email, under the *Content* tab, using - essentially - the *Code View*."
msgid "Deactivate the *Code View* option by simply clicking on it again, and easily design the message. Click on *Preview* to check how the email looks before sending it."
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."
msgid "Access your *Preferences* and choose how you would like your :doc:`Chatter </applications/services/project/tasks/collaborate>` notifications to be handled."
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*."
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."
msgid "To mention a user within a chat or the :doc:`chatter </applications/services/project/tasks/collaborate>` type *@user-name*; to refer to a channel, type *#channel-name*."
msgid "When a user is mentioned, the search list (list of names) suggests values first based on the task’s :doc:`followers </applications/services/project/tasks/collaborate>`, 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."
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*."
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."
msgid "Activities can be planned and managed from the :doc:`Chatter </applications/services/project/tasks/collaborate>` by clicking on *Schedule activity*, or through Kanban views."
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`."
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."
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)."
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."
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*."
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."
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."
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."
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."
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."
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."
msgid "If you are on Runbot, do not forget to add the -all or -base in the token (e.g. this token **http://375228-saas-11-5-iot-f3f920.runbot16.odoo.com\\|4957098401** should become **http://375228-saas-11-5-iot-f3f920-all.runbot16.odoo.com\\|4957098401**)."
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."
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."
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/>`__."
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."
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>`__"
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>`."
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."
msgid "**Customer Display**: Connect a monitor to the IoT Box using an HDMI cable. You can also access the Customer Display from any other computer by accessing the IoT Box homepage and clicking on the *POS Display* button."
msgid "**Payment terminal**: The connection process depends on the terminal, please refer to the :doc:`payment terminals documentation </applications/sales/point_of_sale/payment>`."
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."
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;"
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>`)"
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."
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."
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."
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."
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."
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."
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."
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."
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."
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."
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."
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."
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."
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."
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."
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."
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."
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."
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."
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>`__,."
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."
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."
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."
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."
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."
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."
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."
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."
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."
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."
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*."
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."
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."
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."
msgid "If your scale is `compatibale 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."
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."
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."
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."
msgid "Examples of automated actions include: creating a next activity upon a quote's confirmation; adding a user as a follower of a confirmed invoice if its total is higher than a certain amount; or preventing a lead from changing stage if a field is not filled in."
msgid "*Based on Form Modification*: when the value of the specified *Trigger* field is changed in the interface (user sees the changes before saving the record). Note that this action can only be used with the *Execute Python Code* action type."
msgid "*Based on Timed Condition*: a delay happens after a specific date/time. Set a *Delay after trigger date* if you need a delay to happen before the *Trigger Date*. Example: to send a reminder 15min before a meeting. If the date/time is not set on the form of the model chosen, the date/time considered is the one of the creation/update of the record."
msgid "This is the process of which the update of the *Email* field on the Lead/Opportunity *Model*, with a *Trigger Condition* set to *On Update*, goes through:"
msgid "Once the change is saved, the automation checks if any of the *Watched Fields* are being updated (for the example: field name *email_from* (Email)."
msgid "Odoo Studio is a toolbox that allows you to add models or adapt functionalities on top of Odoo’s standard behavior without coding knowledge. You can also create custom views and modify existing ones without having to get into the XML code."
msgid "Even for experienced developers, typing out code requires time. By using Odoo Studio, you can quickly get your models up and going and focus on the crucial parts of your application. The result is a user-friendly solution that makes customizations and designing new applications easy with or without programming skills."
msgid "One you start using Odoo Studio, you automatically create a new *module* that contains all your modifications. These modifications can be done on existing screens (*views*), by adding new *fields* in existing applications, or by creating an entirely new *model*."
msgid "An Odoo **Module** can contain a number of elements, such as: business objects (models), object views, data files, web controllers, and static web data. An application is a collection of modules."
msgid "In object-oriented programming, models usually represent a concept from the real world. Example: Odoo has models for Sales Orders, Users, Countries, etc. If you were to build an application to manage Real Estate sales, a model that represents the Properties for sale would probably be your first step."
msgid "A **Model** determines the logical structure of a database and fundamentally determines in which manner data can be stored, organized, and manipulated. In other words, a model is a table of information that can be bridged with other tables."
msgid "Example: on the Real Estate application, fields on the Properties model would include the price, address, a picture, a link to the current owner, etc."
msgid "Basic fields represent simple values, like numbers or text. Relational fields represent relations between models. So, if you have a model for *Customers* and another one for *Properties*, you would use a relational field to link each Property to its Customer."
msgid "**Views** define how records are displayed. They are specified in XML which means that they can be edited independently from the models that they represent. There are various types of views in Odoo, and each of them represents a mode of visualization. Some examples are: *form*, *list*, *kanban*."
msgid "To export these customizations, activate Studio on the main dashboard and, under the menu *Customizations*, click on *Export*. The default filename is *customizations.zip*."
msgid "To import and install the customizations in another instance, connect to the destination database, activate Studio and, under *Customizations*, click on *Import*."
msgid "Studio does not know which apps are customized (because the same view can be modified on different apps), therefore, it *does not* add the underlying modules as dependencies of the exported module. In other words, the applications installed on the source database should be installed on the destination database."
msgid "The Rainbow Man in Odoo is an animation shown once the user completes certain tasks and clicks on certain buttons. It is a way to make the software fun to use, and rewarding, for employees."
msgid "On most buttons in Odoo, such as *Send by Email*, *Confirm* or *Cancel*, once they are selected in Studio, under their *Properties*, the *Rainbow Man* effect can be applied."
msgid "Odoo uses HTML and CSS technologies to create reports. HTML is a markup language that uses tags, also called elements. It is the core of any webpage because it provides its basic structure. CSS interacts with HTML elements to add style to the page, establishing how the HTML is shown to the user. Odoo’s reports also use Bootstrap’s grid layout, which is the containers, rows, and columns to align content, and support Odoo's website themes."
msgid "When creating a new report, choose the purpose of it and if you would like the report to include header and footer (company logo, name, address, phone, email address, etc.)."
msgid "Under the tab **Add**, you find the fields to be dragged and dropped to the view. *Fields*, *Data tables*, *Subtotal & Total*, and *Address Book* are dynamic elements (meaning that they need a :doc:`one2many or a many2many <../concepts/understanding_general>` related object). *Text*, *Title Block*, *Image*, and *Text in Cell* are static elements."
msgid "Once the element is added to the view, select it to see its **Options**. The first section shows the hierarchy of the selected object and its properties, allowing you to individually edit them. Fields with related objects have their directives shown on *Field Expression*."
msgid "Example: if choosing to display a product image, you could set a visibility rule to only display the ones that are *set* in the product form, avoiding having a plain icon when they are not set."
msgid "**Visible for** is used to set which :doc:`groups </applications/general/users>` can have access to specific elements in the report. **Limit visibility to groups**, under *Report*, sets the visibility of the report to specifics groups, meaning that users belonging to other groups do not see the same final document."
msgid "Under the **Report** tab, name your report, choose the paper format, and if the report should be added to the *Print* menu list on its respective document form."
msgid "If activating the :ref:`developer mode <developer-mode>`, additional fields such as *Class* under *Options*, and *Reload from attachment* under *Report*, become visible."
msgid "*Reload from attachment*: saves the report as an attachment of the document when printed. When the report is reprinted, it re-downloads that attachment instead of re-printing it. This means that if the underlying record (e.g. Invoice) changes when compared to the first impression, the report does not reflect the changes because they were done after the attachment was created. This is typically useful for reports linked to documents that should not change, such as Invoices."
msgid "**Case scenario 1: on Sales, set a filter on Belgian customers and define it as the default one (the user should still be able to unset the filter).**"
msgid "On your customer’s page, use *Filters* > *Add Custom Filter* to group customers by country. Now, under *Favorites*, *Save Current Search* enabling *Use by default* and *Save*."
msgid "**Case scenario 2: add a status bar on the product form to manage its life cycle. Set the values: ‘Prototype’, ‘In use’ and ‘Deprecated’. By default, the Kanban view must be grouped by status.**"
msgid "On your product form, *Add a pipeline status bar* and name its values. Status bars are *selection* fields that give you the ability to follow a specific flow. They are useful to show you the progress that has been made."
msgid "Now, open your product form and set the right status for that product. As you move products throughout stages (also through the product’s form), stages are shown in the Kanban view."
msgid "Another approach is to use the country’s ID. To do so, go to :menuselection:`Contacts --> Configuration --> Countries`, select France (for example), and on the URL check its *ID*."
msgid "From the dashboard, (optionally) start a new module. Then, click on *Edit Menu* and start a *New Menu* (model). Set your menu name and *Confirm*. Now, on its form, drag & drop the necessary fields."
msgid "**Case scenario 2.a: now, you would like to have a model called 'Regions' to which each property must be linked. And, on 'Regions', you would like to see the properties for each region.**"
msgid "**Case scenario 3: on the leads’ form, add a selection field with the values:'Tags' & 'List' & 'Checkboxes'. According to the value of the field, show tags as many2many_tags, many2many_radio, or many2many(_list).**"
msgid "In your form view, add a *Tags* field and relate it to *Partners Tag*. Under *Properties*, define its *Widget* as *Many2many*. Do the same process another 2 times for *Checkboxes* and *Tags*."
msgid "Continue by selecting your *Tags* fields, one by one, to set their *Invisible* options according to their *Widget*. In the example below, the invisibility rule for the *Partner Tags* is set as: *Select Tag type > is not = > Tags.*"
msgid "**Case scenario 4: on a quotation’s form, add a selection field called 'Manager Validation' with the values: ‘Accepted’ and ‘Refused’. Only a sales manager can see it, and the field should be set as mandatory if the untaxed amount is higher than 500€.**"
msgid "On your quotation form, add a *Selection* field with the values *Accepted* and *Refused*. Set its *Required* condition as *Untaxed Amount > 500* and the *Limit visibility to groups* as *Sales / Administrator* or managers."
msgid "Select the necessary field and, under *Properties*, click on *More* to write your tooltip message on *Field Help*. The tooltip message is the explanatory message shown when the user hovers the field. The message here written is displayed on all views forms where the field is added."
msgid "The *Field Help* message can only be applied to *new* fields. If you would like to change/apply a tooltip for a specific field, use the *Help Tooltip* option under *Properties*."
msgid "On the *List View*, under *View* > *Editable*, choose between *New record on top* or *New record at the bottom*. This way, besides defining the order in which new records are displayed in the view, you are able to edit them."
