[IMP] Discuss: Chatter icons
closes odoo/documentation#9799
X-original-commit: 9aa160f042
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
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jero-odoo
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@ -2,6 +2,9 @@
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Chatter
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=======
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.. |user| replace:: :icon:`fa-user-o` :guilabel:`(user)` icon
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.. |paperclip| replace:: :icon:`fa-paperclip` :guilabel:`(paperclip)` icon
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The *Chatter* feature is integrated throughout Odoo to streamline communication, maintain
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traceability, and provide accountability among team members. Chatter windows, known as *composers*,
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are located on almost every record within the database, and allow users to communicate with both
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@ -59,16 +62,16 @@ button to read :guilabel:`Following`. Click it again to :guilabel:`Unfollow`.
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Manage followers
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----------------
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To add another user, or contact, as a follower, click the :guilabel:`👤 (user)` icon. This opens a
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drop-down list of the current followers. Click :guilabel:`Add Followers` to open an
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:guilabel:`Invite Follower` pop-up window.
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To add another user, or contact, as a follower, click the |user|. This opens a drop-down list of the
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current followers. Click :guilabel:`Add Followers` to open an :guilabel:`Invite Follower` pop-up
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window.
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Select one or more contacts from the :guilabel:`Recipients` drop-down list. To notify the contacts,
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tick the :guilabel:`Send Notification` checkbox. Edit the message template as desired, then click
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:guilabel:`Add Followers`.
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To remove followers, click the :guilabel:`👤 (user)` icon to open the current followers list. Find
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the name of the follower to be removed, and click the :guilabel:`x` icon.
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To remove followers, click the |user| to open the current followers list. Find the name of the
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follower to be removed, and click the :icon:`fa-remove` :guilabel:`(remove)` icon.
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.. _discuss/edit-subscription:
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@ -76,9 +79,9 @@ Edit follower subscription
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--------------------------
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The updates a follower receives can vary based on their subscription settings. To see the type of
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updates a follower is subscribed to, and to edit the list, click the :guilabel:`👤 (user)` icon.
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Find the appropriate follower in the list, then click the :guilabel:`✏️ (pencil)` icon. This opens
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the :guilabel:`Edit Subscription` pop-up window for the follower.
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updates a follower is subscribed to, and to edit the list, click the |user|. Find the appropriate
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follower in the list, then click the :icon:`fa-pencil` :guilabel:`(pencil)` icon. This opens the
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:guilabel:`Edit Subscription` pop-up window for the follower.
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The list of available subscription settings varies depending on the record type. For example, a
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follower of a *Helpdesk* ticket may be informed when the ticket is rated. This option would not be
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@ -158,8 +161,8 @@ Expand full composer
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The chatter composer can be expanded to a larger pop-up window, allowing for additional
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customizations.
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To open the full composer, click the :guilabel:`expand` icon in the bottom-right corner of the
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composer window.
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To open the full composer, click the :icon:`fa-expand` :guilabel:`(expand)` icon in the bottom-right
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corner of the composer window.
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.. figure:: chatter/chatter-expand-icon.png
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:align: center
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@ -177,7 +180,8 @@ from the drop-down menu in the :guilabel:`Load template` field.
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.. note::
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The number and type of templates available vary, based on the record the message is created from.
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Click :guilabel:`📎 Attachments` to add any files to the message, then click :guilabel:`Send`.
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Click :icon:`fa-paperclip` :guilabel:`(paperclip)` icon to add any files to the message, then click
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:guilabel:`Send`.
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.. image:: chatter/chatter-full-composer.png
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:align: center
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@ -193,8 +197,8 @@ information.
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When messages are edited after they have been sent, an updated message is **not** sent to the
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recipient.
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To edit a sent message, click the :guilabel:`... (ellipsis)` icon menu to the right of the message.
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Then, select :guilabel:`Edit`. Make any necessary adjustments to the message.
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To edit a sent message, click the :icon:`fa-ellipsis-h` :guilabel:`(ellipsis)` icon menu to the
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right of the message. Then, select :guilabel:`Edit`. Make any necessary adjustments to the message.
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.. image:: chatter/chatter-edit.png
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:align: center
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@ -217,12 +221,13 @@ keywords.
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First, select a record with a chatter thread. For example, to search a *CRM* opportunity, navigate
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to :menuselection:`CRM app --> Sales --> My Pipeline`, and click on the Kanban card of an
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opportunity to open it. Then, at the top-right, above the chatter composer, click the :guilabel:`🔍
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(magnifying glass)` icon to open the search bar.
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opportunity to open it. Then, at the top-right, above the chatter composer, click the
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:icon:`oi-search` :guilabel:`(search)` icon to open the search bar.
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Enter a keyword or phrase into the search bar, then hit :command:`Enter`, or click the :guilabel:`🔍
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(magnifying glass)` icon to the right of the search bar. Any messages or notes containing the
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keyword or phrase entered are listed below the search bar, with the keyword highlighted.
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Enter a keyword or phrase into the search bar, then hit :command:`Enter`, or click the
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:icon:`oi-search` :guilabel:`(search)` icon to the right of the search bar. Any messages or notes
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containing the keyword or phrase entered are listed below the search bar, with the keyword
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highlighted.
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To be taken directly to a particular message in the chatter thread, hover over the upper-right
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corner of the result to reveal a :guilabel:`Jump` button. Click this button to be directed to that
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@ -287,7 +292,8 @@ and are color-coded based on their due date.
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:alt: A chatter thread with planned activities with varying due dates.
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.. tip::
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Click the :guilabel:`ℹ️ (info)` icon next to a planned activity to see additional details.
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Click the :icon:`fa-info-circle` :guilabel:`(info)` icon next to a planned activity to see
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additional details.
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.. image:: chatter/planned-activity-details.png
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:align: center
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@ -315,11 +321,11 @@ record.
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.. note::
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After a file has been added to a chatter thread, it can be downloaded by any user with access to
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the thread. Click the :guilabel:`📎 (paperclip)` icon to make the files header visible, if
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necessary. Then, click the download icon on the file to download it.
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the thread. Click the |paperclip| to make the files header visible, if necessary. Then, click the
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:icon:`fa-download` :guilabel:`(download)` icon the file to download it.
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To attach a file, click the :guilabel:`📎 (paperclip)` icon located at the top of the chatter
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composer of any record that contains a chatter thread.
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To attach a file, click the |paperclip| located at the top of the chatter composer of any record
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that contains a chatter thread.
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This opens a file explorer pop-up window. Navigate to the desired file, select it, then click
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:guilabel:`Open` to add it to the record. Alternatively, files can be dragged and dropped directly
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@ -331,13 +337,12 @@ heading.
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.. note::
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After at least one file has been added to a chatter record, a new button labeled
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:guilabel:`Attach files` appears below the :guilabel:`Files` heading. To attach any additional
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files, this is the button that **must** be used, instead of the :guilabel:`📎 (paperclip)` icon
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at the top of the chatter thread.
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files, this is the button that **must** be used, instead of the |paperclip| at the top of the
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chatter thread.
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After the :guilabel:`Files` section heading appears in the thread, clicking the :guilabel:`📎
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(paperclip)` icon no longer opens a file explorer pop-up window. Instead, clicking the
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:guilabel:`📎 (paperclip)` icon toggles the :guilabel:`Files` section from visible to invisible
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in the chatter thread.
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After the :guilabel:`Files` section heading appears in the thread, clicking the |paperclip| no
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longer opens a file explorer pop-up window. Instead, clicking the |paperclip| toggles the
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:guilabel:`Files` section from visible to invisible in the chatter thread.
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.. image:: chatter/chatter-attach-files.png
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:align: center
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@ -399,9 +404,10 @@ changes.
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Translate a chatter message
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~~~~~~~~~~~~~~~~~~~~~~~~~~~
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To translate a user's text from another language, click the :guilabel:`... (ellipsis)` icon menu to
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the right of the chatter. Then, select :guilabel:`Translate`. The content translates to the
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language set in the :doc:`user's preferences <../../general/users/language/>`.
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To translate a user's text from another language, click the :icon:`fa-ellipsis-h`
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:guilabel:`(ellipsis)` menu to the right of the chatter. Then, select :guilabel:`Translate`. The
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content translates to the language set in the :doc:`user's preferences
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<../../general/users/language/>`.
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.. image:: chatter/chatter-translate-message.png
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:align: center
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