935 lines
31 KiB
Plaintext
935 lines
31 KiB
Plaintext
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# SOME DESCRIPTIVE TITLE.
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# Copyright (C) 2015-TODAY, Odoo S.A.
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# This file is distributed under the same license as the Odoo package.
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# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
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#
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#, fuzzy
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo 14.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2021-02-04 11:02+0100\n"
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"PO-Revision-Date: 2020-09-22 14:42+0000\n"
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"Language-Team: German (https://www.transifex.com/odoo/teams/41243/de/)\n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: 8bit\n"
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"Language: de\n"
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"Plural-Forms: nplurals=2; plural=(n != 1);\n"
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#: ../../studio.rst:5
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msgid "Studio"
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msgstr ""
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#: ../../studio/concepts.rst:3
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msgid "Concepts"
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msgstr ""
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#: ../../studio/concepts/understanding_automated_actions.rst:3
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msgid "Understanding Automated Actions"
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msgstr ""
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#: ../../studio/concepts/understanding_automated_actions.rst:6
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msgid ""
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"Automated actions are used to trigger actions. They are based on conditions "
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"and happen on top of Odoo’s default business logic."
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msgstr ""
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#: ../../studio/concepts/understanding_automated_actions.rst:9
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msgid ""
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"Examples of automated actions include: creating a next activity upon a "
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"quote's confirmation; adding a user as a follower of a confirmed invoice if "
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"its total is higher than a certain amount; or preventing a lead from "
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"changing stage if a field is not filled in."
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msgstr ""
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#: ../../studio/concepts/understanding_automated_actions.rst:16
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msgid ""
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"Let's understand how to properly define *when* an automated action runs and "
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"*how* to create one:"
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msgstr ""
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#: ../../studio/concepts/understanding_automated_actions.rst:18
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msgid ""
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"The first step is to choose the :doc:`Model <understanding_general>` on "
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"which the action is applied."
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msgstr ""
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#: ../../studio/concepts/understanding_automated_actions.rst:19
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msgid ""
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"The **Trigger** field defines the event that causes the automated action to "
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"happen:"
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msgstr ""
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#: ../../studio/concepts/understanding_automated_actions.rst:21
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msgid ""
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"*On Creation*: when a new record is created. Note that the record is created"
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" once saved for the first time."
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msgstr ""
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#: ../../studio/concepts/understanding_automated_actions.rst:23
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msgid ""
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"*On Update*: when the record is updated. Note that the update happens once "
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"the record is saved."
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msgstr ""
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#: ../../studio/concepts/understanding_automated_actions.rst:24
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msgid ""
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"*On Creation & Update*: on the creation and/or on the update of a record "
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"once the form is saved."
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msgstr ""
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#: ../../studio/concepts/understanding_automated_actions.rst:25
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msgid "*On Deletion*: on the removal of a record under the condition set."
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msgstr ""
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#: ../../studio/concepts/understanding_automated_actions.rst:26
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msgid ""
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"*Based on Form Modification*: when the value of the specified *Trigger* "
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"field is changed in the interface (user sees the changes before saving the "
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"record). Note that this action can only be used with the *Execute Python "
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"Code* action type."
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msgstr ""
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#: ../../studio/concepts/understanding_automated_actions.rst:29
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msgid ""
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"*Based on Timed Condition*: a delay happens after a specific date/time. Set "
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"a *Delay after trigger date* if you need a delay to happen before the "
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"*Trigger Date*. Example: to send a reminder 15min before a meeting. If the "
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"date/time is not set on the form of the model chosen, the date/time "
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"considered is the one of the creation/update of the record."
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msgstr ""
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#: ../../studio/concepts/understanding_automated_actions.rst:34
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msgid "For every Trigger option, **conditions** can be applied, such as:"
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msgstr ""
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#: ../../studio/concepts/understanding_automated_actions.rst:36
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msgid ""
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"*Before Update Domain*: if designated, this condition must be satisfied "
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"before the record is updated."
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msgstr ""
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#: ../../studio/concepts/understanding_automated_actions.rst:38
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msgid ""
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"*Apply on*: if designated, this condition must be satisfied before executing"
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" the action rule (*Action To Do*), and after the update."
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msgstr ""
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#: ../../studio/concepts/understanding_automated_actions.rst:41
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msgid ""
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"The **Active** option is to be turned off when the rule should be hidden and"
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" not executed."
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msgstr ""
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#: ../../studio/concepts/understanding_automated_actions.rst:43
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msgid ""
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"Under **Action To Do** choose the type of server action that must be "
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"executed once records meet the *Trigger* conditions:"
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msgstr ""
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#: ../../studio/concepts/understanding_automated_actions.rst:45
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msgid ""
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"*Execute Python Code*: a block of code is executed. A *Help* tab with the "
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"variables that can be used is available."
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msgstr ""
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#: ../../studio/concepts/understanding_automated_actions.rst:47
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msgid "*Create New Record*: a new record with new values is created."
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msgstr ""
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#: ../../studio/concepts/understanding_automated_actions.rst:48
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msgid "*Update a Record*: updates the record that triggered the action."
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msgstr ""
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#: ../../studio/concepts/understanding_automated_actions.rst:49
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msgid ""
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"*Execute several actions*: defines an action that triggers other server "
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"actions."
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msgstr ""
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#: ../../studio/concepts/understanding_automated_actions.rst:50
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msgid ""
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"*Send Email*: an automatic :doc:`email "
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"<../../discuss/advanced/email_template>` is sent."
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msgstr ""
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#: ../../studio/concepts/understanding_automated_actions.rst:51
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msgid "*Add Followers*: followers are notified of changes in the task."
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msgstr ""
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#: ../../studio/concepts/understanding_automated_actions.rst:52
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msgid ""
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"*Create Next Activity*: creates an activity such as: *Call*, *Email*, "
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"*Reminder*."
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msgstr ""
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#: ../../studio/concepts/understanding_automated_actions.rst:53
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msgid ""
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"*Send SMS Text Message*: sends an :doc:`SMS "
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"<../../sms_marketing/pricing/pricing_and_faq>`."
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msgstr ""
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#: ../../studio/concepts/understanding_automated_actions.rst:56
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msgid "Example"
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msgstr ""
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#: ../../studio/concepts/understanding_automated_actions.rst:58
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msgid ""
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"This is the process of which the update of the *Email* field on the "
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"Lead/Opportunity *Model*, with a *Trigger Condition* set to *On Update*, "
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"goes through:"
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msgstr ""
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#: ../../studio/concepts/understanding_automated_actions.rst:65
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msgid "The user creates the record without an email address set."
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msgstr ""
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#: ../../studio/concepts/understanding_automated_actions.rst:66
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msgid "The user updates the record defining an email address."
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msgstr ""
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#: ../../studio/concepts/understanding_automated_actions.rst:67
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msgid ""
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"Once the change is saved, the automation checks if any of the *Watched "
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"Fields* are being updated (for the example: field name *email_from* (Email)."
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msgstr ""
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#: ../../studio/concepts/understanding_automated_actions.rst:69
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msgid ""
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"If true, it checks if the record matches the *Before Update Domain* (for the"
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" example: *email is not set*)."
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msgstr ""
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#: ../../studio/concepts/understanding_automated_actions.rst:71
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msgid ""
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"If true, it checks (*after the update*) whether the record matches the "
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"*Apply on* domain (for the example: *email is set*)."
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msgstr ""
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#: ../../studio/concepts/understanding_automated_actions.rst:73
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msgid "If true, the chosen *Action To Do* is performed on the record."
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msgstr ""
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#: ../../studio/concepts/understanding_automated_actions.rst:76
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msgid ":doc:`understanding_general`"
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msgstr ""
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#: ../../studio/concepts/understanding_automated_actions.rst:77
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msgid ":doc:`../use_cases/automated_actions`"
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msgstr ""
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#: ../../studio/concepts/understanding_general.rst:3
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msgid "Understanding General Concepts"
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msgstr ""
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#: ../../studio/concepts/understanding_general.rst:7
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msgid ""
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"Odoo Studio is a toolbox that allows you to add models or adapt "
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"functionalities on top of Odoo’s standard behavior without coding knowledge."
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" You can also create custom views and modify existing ones without having to"
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" get into the XML code."
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msgstr ""
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#: ../../studio/concepts/understanding_general.rst:11
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msgid ""
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"Even for experienced developers, typing out code requires time. By using "
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"Odoo Studio, you can quickly get your models up and going and focus on the "
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"crucial parts of your application. The result is a user-friendly solution "
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"that makes customizations and designing new applications easy with or "
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"without programming skills."
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msgstr ""
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#: ../../studio/concepts/understanding_general.rst:15
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msgid "Getting started"
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msgstr ""
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#: ../../studio/concepts/understanding_general.rst:17
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msgid ""
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"One you start using Odoo Studio, you automatically create a new *module* "
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"that contains all your modifications. These modifications can be done on "
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"existing screens (*views*), by adding new *fields* in existing applications,"
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" or by creating an entirely new *model*."
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msgstr ""
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#: ../../studio/concepts/understanding_general.rst:22
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msgid "What is a Module?"
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msgstr ""
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#: ../../studio/concepts/understanding_general.rst:25
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msgid ""
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"An Odoo **Module** can contain a number of elements, such as: business "
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"objects (models), object views, data files, web controllers, and static web "
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"data. An application is a collection of modules."
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msgstr ""
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#: ../../studio/concepts/understanding_general.rst:29
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msgid ""
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"In object-oriented programming, models usually represent a concept from the "
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"real world. Example: Odoo has models for Sales Orders, Users, Countries, "
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"etc. If you were to build an application to manage Real Estate sales, a "
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"model that represents the Properties for sale would probably be your first "
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"step."
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msgstr ""
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#: ../../studio/concepts/understanding_general.rst:38
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msgid "What is a Model (also called Object)?"
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msgstr ""
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|
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#: ../../studio/concepts/understanding_general.rst:40
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msgid ""
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"A **Model** determines the logical structure of a database and fundamentally"
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" determines in which manner data can be stored, organized, and manipulated. "
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"In other words, a model is a table of information that can be bridged with "
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"other tables."
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msgstr ""
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|||
|
|
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|||
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#: ../../studio/concepts/understanding_general.rst:45
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msgid "What are Fields?"
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msgstr ""
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|
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#: ../../studio/concepts/understanding_general.rst:47
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msgid ""
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"**Fields** compose models. It is where a record (a piece of data) is "
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"registered."
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|||
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msgstr ""
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|||
|
|
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|||
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|
#: ../../studio/concepts/understanding_general.rst:49
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msgid ""
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"Example: on the Real Estate application, fields on the Properties model "
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"would include the price, address, a picture, a link to the current owner, "
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"etc."
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msgstr ""
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|||
|
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#: ../../studio/concepts/understanding_general.rst:50
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msgid ""
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"There are 2 main types of fields in Odoo: *basic (or scalar) fields* and "
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"*relational fields*."
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msgstr ""
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|||
|
|
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|||
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|
#: ../../studio/concepts/understanding_general.rst:53
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|||
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|
msgid ""
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|||
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|
"Basic fields represent simple values, like numbers or text. Relational "
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|
"fields represent relations between models. So, if you have a model for "
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"*Customers* and another one for *Properties*, you would use a relational "
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"field to link each Property to its Customer."
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msgstr ""
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|||
|
|
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|||
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|
#: ../../studio/concepts/understanding_general.rst:56
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|||
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|
msgid "Relational Fields in detail"
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|||
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msgstr ""
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|||
|
|
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|||
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#: ../../studio/concepts/understanding_general.rst:59
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|||
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|
msgid ""
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|||
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"**Relational Fields** provide the option to link the data of one model with "
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|||
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|
"the data of another model."
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|||
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msgstr ""
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|||
|
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|||
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|
#: ../../studio/concepts/understanding_general.rst:60
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|||
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msgid ""
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|||
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"In Odoo, relational field types are: *One2many*, *Many2one*, *Many2many*."
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|||
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msgstr ""
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|||
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|||
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|
#: ../../studio/concepts/understanding_general.rst:66
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|||
|
|
msgid ""
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|||
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|
"An **One2many** field is a *one-way* direction of selecting *multiple* "
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|||
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"records from a table."
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|||
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msgstr ""
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|||
|
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|||
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|
#: ../../studio/concepts/understanding_general.rst:68
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|||
|
|
msgid ""
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|||
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|
"Example: a Sales Order can contain multiple Sales Order Lines, which also "
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|||
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|
"contain multiple fields of information."
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|||
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|
msgstr ""
|
|||
|
|
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|||
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|
#: ../../studio/concepts/understanding_general.rst:69
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|||
|
|
msgid ""
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|||
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"A **Many2one** field is a *one-way* direction of selecting *one* record from"
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|||
|
|
" a table."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/concepts/understanding_general.rst:70
|
|||
|
|
msgid ""
|
|||
|
|
"Example: you can have many product categories, but each product can only "
|
|||
|
|
"belong to one category."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/concepts/understanding_general.rst:71
|
|||
|
|
msgid ""
|
|||
|
|
"A **Many2many** field is a *two-way* direction of selecting records from a "
|
|||
|
|
"table."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/concepts/understanding_general.rst:72
|
|||
|
|
msgid "Example: multiple tags can be added to a lead’s form."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/concepts/understanding_general.rst:75
|
|||
|
|
msgid "An *One2many* field must have a *Many2one* related to it."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/concepts/understanding_general.rst:78
|
|||
|
|
msgid "What are Views?"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/concepts/understanding_general.rst:80
|
|||
|
|
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*."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/concepts/understanding_general.rst:85
|
|||
|
|
msgid "What is a Menu?"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/concepts/understanding_general.rst:87
|
|||
|
|
msgid ""
|
|||
|
|
"A **Menu** is a button that executes and action. In Odoo Studio, to create "
|
|||
|
|
"menus (models) and rearrange their hierarchy, click on *Edit Menu*."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/concepts/understanding_general.rst:95
|
|||
|
|
msgid "`Studio Basics <https://www.odoo.com/fr_FR/slides/studio-31>`_"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/how_to.rst:3
|
|||
|
|
msgid "How To"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/how_to/export_import.rst:3
|
|||
|
|
msgid "Export and Import Modules"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/how_to/export_import.rst:5
|
|||
|
|
msgid ""
|
|||
|
|
"When you do customizations in Odoo Studio, a new module is created in your "
|
|||
|
|
"database, making it easy to use Studio for prototyping."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/how_to/export_import.rst:8
|
|||
|
|
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*."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/how_to/export_import.rst:16
|
|||
|
|
msgid ""
|
|||
|
|
"The module created contains the definition of custom models and fields, as "
|
|||
|
|
"well as the UI elements of any customization in an XML format."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/how_to/export_import.rst:18
|
|||
|
|
msgid ""
|
|||
|
|
"To import and install the customizations in another instance, connect to the"
|
|||
|
|
" destination database, activate Studio and, under *Customizations*, click on"
|
|||
|
|
" *Import*."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/how_to/export_import.rst:25
|
|||
|
|
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."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/how_to/rainbow_man.rst:3
|
|||
|
|
msgid "Customizing the Rainbow Man"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/how_to/rainbow_man.rst:5
|
|||
|
|
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."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/how_to/rainbow_man.rst:13
|
|||
|
|
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."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/how_to/rainbow_man.rst:14
|
|||
|
|
msgid "By default, the feature is active:"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/how_to/rainbow_man.rst:16
|
|||
|
|
msgid "when opportunities are marked as won;"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/how_to/rainbow_man.rst:17
|
|||
|
|
msgid "when users empty their inboxes;"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/how_to/rainbow_man.rst:18
|
|||
|
|
msgid "when the user finishes a tour;"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/how_to/rainbow_man.rst:19
|
|||
|
|
msgid "when the user finishes doing reconciliations."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/how_to/reports.rst:3
|
|||
|
|
msgid "Customizing Reports"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/how_to/reports.rst:9
|
|||
|
|
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."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/how_to/reports.rst:11
|
|||
|
|
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.)."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/how_to/reports.rst:17
|
|||
|
|
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."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/how_to/reports.rst:26
|
|||
|
|
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*."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/how_to/reports.rst:34
|
|||
|
|
msgid ""
|
|||
|
|
"Under **Visible if**, define the rule(s) to set visibility conditions to "
|
|||
|
|
"fields."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/how_to/reports.rst:36
|
|||
|
|
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."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/how_to/reports.rst:40
|
|||
|
|
msgid ""
|
|||
|
|
"**Visible for** is used to set which :doc:`groups "
|
|||
|
|
"<../../general/odoo_basics/add_user>` 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."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/how_to/reports.rst:46
|
|||
|
|
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."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/how_to/reports.rst:53
|
|||
|
|
msgid ""
|
|||
|
|
"If activating the :doc:`Developer mode "
|
|||
|
|
"<../../general/developer_mode/activate>`, additional fields such as *Class* "
|
|||
|
|
"under *Options*, and *Reload from attachment* under *Report*, become "
|
|||
|
|
"visible."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/how_to/reports.rst:56
|
|||
|
|
msgid ""
|
|||
|
|
"*Class*: add custom CSS classes to the selected element (e.g. Bootstrap "
|
|||
|
|
"classes such as *text-danger*)."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/how_to/reports.rst:59
|
|||
|
|
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."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/how_to/reports.rst:67
|
|||
|
|
msgid ""
|
|||
|
|
"Actions in Odoo Studio can be undone until you *Close* the toolbox. Once you"
|
|||
|
|
" have closed Studio, changes can not be undone anymore."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases.rst:3
|
|||
|
|
msgid "Use Cases"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/automated_actions.rst:3
|
|||
|
|
msgid "Advanced Use Cases: Automated Actions"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/automated_actions.rst:5
|
|||
|
|
msgid ""
|
|||
|
|
"**Case scenario 1: when a Belgian lead is created, a 3-stars priority should"
|
|||
|
|
" be automatically applied.**"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/automated_actions.rst:8
|
|||
|
|
msgid "Under *Automations*, click on *Create* and set the following rules:"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/automated_actions.rst:10
|
|||
|
|
msgid "*Model*: Lead/Opportunity"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/automated_actions.rst:11
|
|||
|
|
msgid "*Active*: On"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/automated_actions.rst:12
|
|||
|
|
msgid "*Trigger*: On Creation & Update"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/automated_actions.rst:13
|
|||
|
|
msgid "*Apply on*: Country > Country Name = Belgium"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/automated_actions.rst:14
|
|||
|
|
#: ../../studio/use_cases/filters_status_bar.rst:53
|
|||
|
|
msgid "*Action To Do*: Update the Record"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/automated_actions.rst:15
|
|||
|
|
msgid "*Data to Write*: Lead/Opportunity > Value > 3"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/automated_actions.rst:22
|
|||
|
|
msgid ""
|
|||
|
|
"Check :doc:`this doc <filters_status_bar>` in order to have another "
|
|||
|
|
"automated action example."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/automated_actions.rst:25
|
|||
|
|
msgid ":doc:`../concepts/understanding_automated_actions`"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/automated_actions.rst:26
|
|||
|
|
#: ../../studio/use_cases/filters_status_bar.rst:61
|
|||
|
|
#: ../../studio/use_cases/models_fields.rst:138
|
|||
|
|
#: ../../studio/use_cases/views.rst:28
|
|||
|
|
msgid ":doc:`../concepts/understanding_general`"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/filters_status_bar.rst:3
|
|||
|
|
msgid "Advanced Use Cases: Filters and Status Bar"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/filters_status_bar.rst:5
|
|||
|
|
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).**"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/filters_status_bar.rst:8
|
|||
|
|
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*."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/filters_status_bar.rst:15
|
|||
|
|
msgid ""
|
|||
|
|
"On *Filter Rules* in Studio mode, select the respective filter and enable "
|
|||
|
|
"*Default Filter*."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/filters_status_bar.rst:21
|
|||
|
|
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.**"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/filters_status_bar.rst:26
|
|||
|
|
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."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/filters_status_bar.rst:28
|
|||
|
|
msgid ""
|
|||
|
|
"On the *Views* menu, access *Kanban* and, under its *View* options, set the "
|
|||
|
|
"*Default Group by* as *Pipeline status bar*."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/filters_status_bar.rst:34
|
|||
|
|
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."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/filters_status_bar.rst:38
|
|||
|
|
msgid ""
|
|||
|
|
"To make modifications in the pipeline status bar, for example, remember to "
|
|||
|
|
"go back to *Form View*."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/filters_status_bar.rst:44
|
|||
|
|
msgid ""
|
|||
|
|
"**Case scenario 2.a: when a product goes from ‘In use’ to ‘Deprecate’, set "
|
|||
|
|
"its cost to 0€.**"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/filters_status_bar.rst:46
|
|||
|
|
msgid ""
|
|||
|
|
"Create an :doc:`automated action "
|
|||
|
|
"<../concepts/understanding_automated_actions>` with the selected values:"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/filters_status_bar.rst:49
|
|||
|
|
msgid "*Model*: Product Template"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/filters_status_bar.rst:50
|
|||
|
|
msgid "*Trigger*: On Update"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/filters_status_bar.rst:51
|
|||
|
|
msgid "*First Domain*: Pipeline status bar = In use"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/filters_status_bar.rst:52
|
|||
|
|
msgid "*Second Domain*: Pipeline status bar = Deprecated"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/filters_status_bar.rst:54
|
|||
|
|
msgid "*Data to Write*: Cost (Product Template) > Value > 0"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/models_fields.rst:3
|
|||
|
|
msgid "Advanced Use Cases: Creating Models and Adding Fields"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/models_fields.rst:5
|
|||
|
|
msgid ""
|
|||
|
|
"**Case scenario 1: on the leads’ form, if the chosen country is France, show"
|
|||
|
|
" a field 'Pay by check?'**"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/models_fields.rst:8
|
|||
|
|
msgid ""
|
|||
|
|
"On your leads’ form, add a *Related Field* to *Country > Country Name*."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/models_fields.rst:10
|
|||
|
|
msgid ""
|
|||
|
|
"Now, add a *Checkbox* field and define its invisibility options as *Country*"
|
|||
|
|
" (carefully select the one just created) *> is not = > France.*"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/models_fields.rst:11
|
|||
|
|
msgid "You can now hide the related field created (*Country*) if you wish."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/models_fields.rst:19
|
|||
|
|
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*."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/models_fields.rst:21
|
|||
|
|
msgid ""
|
|||
|
|
"The related field invisibility path should now be *Country* (carefully "
|
|||
|
|
"select the one just created) *> is not = > 75*."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/models_fields.rst:22
|
|||
|
|
msgid "Again, hide the related field with the country’s ID if you prefer."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/models_fields.rst:28
|
|||
|
|
msgid ""
|
|||
|
|
"**Case scenario 2: create a model called 'Properties' and add fields called:"
|
|||
|
|
" company, value, name, address, active, image.**"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/models_fields.rst:31
|
|||
|
|
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."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/models_fields.rst:39
|
|||
|
|
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.**"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/models_fields.rst:43
|
|||
|
|
msgid ""
|
|||
|
|
"Go to *Edit Menu > New Menu* and create your menu, calling it *Regions*. Add"
|
|||
|
|
" the necessary fields on its form by dragging & dropping them."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/models_fields.rst:45
|
|||
|
|
msgid ""
|
|||
|
|
"Now, in the form view of *Properties*, add a *Many2one* field with a "
|
|||
|
|
"relation to your model *Region*."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/models_fields.rst:48
|
|||
|
|
msgid ""
|
|||
|
|
"The *Existing Fields* are the ones that are on the current model but not yet"
|
|||
|
|
" in the view."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/models_fields.rst:60
|
|||
|
|
msgid ""
|
|||
|
|
"Now, go to the model *Regions*, select the form view, and add a status "
|
|||
|
|
"button selecting *Regions (Properties)* as your relational field."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/models_fields.rst:62
|
|||
|
|
msgid ""
|
|||
|
|
"*Status buttons* are computed fields, meaning that they count the numbers of"
|
|||
|
|
" records on the related model, and allow you to access them."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/models_fields.rst:69
|
|||
|
|
msgid ""
|
|||
|
|
"When searching for relations, click on *Search more* and filter it by "
|
|||
|
|
"*Custom*. This way you avoid creating duplicates."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/models_fields.rst:76
|
|||
|
|
msgid ""
|
|||
|
|
"**Case scenario 2.b: in the model 'Properties', show all the tags as "
|
|||
|
|
"checkboxes instead of tags.**"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/models_fields.rst:78
|
|||
|
|
msgid ""
|
|||
|
|
"Once the field *Tags* is added to the form, select it and, under its "
|
|||
|
|
"*Properties > Widgets*, choose *Checkboxes*."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/models_fields.rst:85
|
|||
|
|
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).**"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/models_fields.rst:89
|
|||
|
|
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*."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/models_fields.rst:96
|
|||
|
|
msgid "Now, add a *Selection* field and the necessary values."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/models_fields.rst:99
|
|||
|
|
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.*"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/models_fields.rst:105
|
|||
|
|
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€.**"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/models_fields.rst:109
|
|||
|
|
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."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/models_fields.rst:117
|
|||
|
|
msgid "**Case scenario 5: change the tooltip of a field for all views.**"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/models_fields.rst:119
|
|||
|
|
msgid ""
|
|||
|
|
"Activate the :doc:`Developer mode <../../general/developer_mode/activate>` "
|
|||
|
|
"and open Studio."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/models_fields.rst:122
|
|||
|
|
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."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/models_fields.rst:129
|
|||
|
|
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*."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/views.rst:3
|
|||
|
|
msgid "Advanced Use Cases: Views"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/views.rst:5
|
|||
|
|
msgid ""
|
|||
|
|
"**Case scenario 1: in Sales, show orders in a Kanban View instead of a List "
|
|||
|
|
"View.**"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/views.rst:7
|
|||
|
|
msgid ""
|
|||
|
|
"From the Sales page, access Studio and, under *Views*, set the *Kanban* "
|
|||
|
|
"option as the default one."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/views.rst:14
|
|||
|
|
msgid ""
|
|||
|
|
"**Case scenario 2: allow for the list of leads to be edited inline without "
|
|||
|
|
"having to switch to the form view.**"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/views.rst:19
|
|||
|
|
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."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../studio/use_cases/views.rst:21
|
|||
|
|
msgid ""
|
|||
|
|
"If the field is left blank, no editing is possible and records are shown "
|
|||
|
|
"based on your column preferences on the lead's page (front-end)."
|
|||
|
|
msgstr ""
|