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[IMP] Discuss: Chatter icons

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closes odoo/documentation#9799

X-original-commit: 9aa160f042
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
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jero-odoo 2024-06-12 11:31:52 -04:00
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content/applications/productivity/discuss/chatter.rst
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@ -2,6 +2,9 @@
Chatter Chatter
======= =======
.. |user| replace:: :icon:`fa-user-o` :guilabel:`(user)` icon
.. |paperclip| replace:: :icon:`fa-paperclip` :guilabel:`(paperclip)` icon
The *Chatter* feature is integrated throughout Odoo to streamline communication, maintain The *Chatter* feature is integrated throughout Odoo to streamline communication, maintain
traceability, and provide accountability among team members. Chatter windows, known as *composers*, traceability, and provide accountability among team members. Chatter windows, known as *composers*,
are located on almost every record within the database, and allow users to communicate with both are located on almost every record within the database, and allow users to communicate with both
@ -59,16 +62,16 @@ button to read :guilabel:`Following`. Click it again to :guilabel:`Unfollow`.
Manage followers Manage followers
---------------- ----------------
To add another user, or contact, as a follower, click the :guilabel:`👤 (user)` icon. This opens a To add another user, or contact, as a follower, click the |user|. This opens a drop-down list of the
drop-down list of the current followers. Click :guilabel:`Add Followers` to open an current followers. Click :guilabel:`Add Followers` to open an :guilabel:`Invite Follower` pop-up
:guilabel:`Invite Follower` pop-up window. window.
Select one or more contacts from the :guilabel:`Recipients` drop-down list. To notify the contacts, Select one or more contacts from the :guilabel:`Recipients` drop-down list. To notify the contacts,
tick the :guilabel:`Send Notification` checkbox. Edit the message template as desired, then click tick the :guilabel:`Send Notification` checkbox. Edit the message template as desired, then click
:guilabel:`Add Followers`. :guilabel:`Add Followers`.
To remove followers, click the :guilabel:`👤 (user)` icon to open the current followers list. Find To remove followers, click the |user| to open the current followers list. Find the name of the
the name of the follower to be removed, and click the :guilabel:`x` icon. follower to be removed, and click the :icon:`fa-remove` :guilabel:`(remove)` icon.
.. _discuss/edit-subscription: .. _discuss/edit-subscription:
@ -76,9 +79,9 @@ Edit follower subscription
-------------------------- --------------------------
The updates a follower receives can vary based on their subscription settings. To see the type of The updates a follower receives can vary based on their subscription settings. To see the type of
updates a follower is subscribed to, and to edit the list, click the :guilabel:`👤 (user)` icon. updates a follower is subscribed to, and to edit the list, click the |user|. Find the appropriate
Find the appropriate follower in the list, then click the :guilabel:`✏️ (pencil)` icon. This opens follower in the list, then click the :icon:`fa-pencil` :guilabel:`(pencil)` icon. This opens the
the :guilabel:`Edit Subscription` pop-up window for the follower. :guilabel:`Edit Subscription` pop-up window for the follower.
The list of available subscription settings varies depending on the record type. For example, a The list of available subscription settings varies depending on the record type. For example, a
follower of a *Helpdesk* ticket may be informed when the ticket is rated. This option would not be follower of a *Helpdesk* ticket may be informed when the ticket is rated. This option would not be
@ -158,8 +161,8 @@ Expand full composer
The chatter composer can be expanded to a larger pop-up window, allowing for additional The chatter composer can be expanded to a larger pop-up window, allowing for additional
customizations. customizations.
To open the full composer, click the :guilabel:`expand` icon in the bottom-right corner of the To open the full composer, click the :icon:`fa-expand` :guilabel:`(expand)` icon in the bottom-right
composer window. corner of the composer window.
.. figure:: chatter/chatter-expand-icon.png .. figure:: chatter/chatter-expand-icon.png
:align: center :align: center
@ -177,7 +180,8 @@ from the drop-down menu in the :guilabel:`Load template` field.
.. note:: .. note::
The number and type of templates available vary, based on the record the message is created from. The number and type of templates available vary, based on the record the message is created from.
Click :guilabel:`📎 Attachments` to add any files to the message, then click :guilabel:`Send`. Click :icon:`fa-paperclip` :guilabel:`(paperclip)` icon to add any files to the message, then click
:guilabel:`Send`.
.. image:: chatter/chatter-full-composer.png .. image:: chatter/chatter-full-composer.png
:align: center :align: center
@ -193,8 +197,8 @@ information.
When messages are edited after they have been sent, an updated message is **not** sent to the When messages are edited after they have been sent, an updated message is **not** sent to the
recipient. recipient.
To edit a sent message, click the :guilabel:`... (ellipsis)` icon menu to the right of the message. To edit a sent message, click the :icon:`fa-ellipsis-h` :guilabel:`(ellipsis)` icon menu to the
Then, select :guilabel:`Edit`. Make any necessary adjustments to the message. right of the message. Then, select :guilabel:`Edit`. Make any necessary adjustments to the message.
.. image:: chatter/chatter-edit.png .. image:: chatter/chatter-edit.png
:align: center :align: center
@ -217,12 +221,13 @@ keywords.
First, select a record with a chatter thread. For example, to search a *CRM* opportunity, navigate First, select a record with a chatter thread. For example, to search a *CRM* opportunity, navigate
to :menuselection:`CRM app --> Sales --> My Pipeline`, and click on the Kanban card of an to :menuselection:`CRM app --> Sales --> My Pipeline`, and click on the Kanban card of an
opportunity to open it. Then, at the top-right, above the chatter composer, click the :guilabel:`🔍 opportunity to open it. Then, at the top-right, above the chatter composer, click the
(magnifying glass)` icon to open the search bar. :icon:`oi-search` :guilabel:`(search)` icon to open the search bar.
Enter a keyword or phrase into the search bar, then hit :command:`Enter`, or click the :guilabel:`🔍 Enter a keyword or phrase into the search bar, then hit :command:`Enter`, or click the
(magnifying glass)` icon to the right of the search bar. Any messages or notes containing the :icon:`oi-search` :guilabel:`(search)` icon to the right of the search bar. Any messages or notes
keyword or phrase entered are listed below the search bar, with the keyword highlighted. containing the keyword or phrase entered are listed below the search bar, with the keyword
highlighted.
To be taken directly to a particular message in the chatter thread, hover over the upper-right To be taken directly to a particular message in the chatter thread, hover over the upper-right
corner of the result to reveal a :guilabel:`Jump` button. Click this button to be directed to that corner of the result to reveal a :guilabel:`Jump` button. Click this button to be directed to that
@ -287,7 +292,8 @@ and are color-coded based on their due date.
:alt: A chatter thread with planned activities with varying due dates. :alt: A chatter thread with planned activities with varying due dates.
.. tip:: .. tip::
Click the :guilabel:`ℹ️ (info)` icon next to a planned activity to see additional details. Click the :icon:`fa-info-circle` :guilabel:`(info)` icon next to a planned activity to see
additional details.
.. image:: chatter/planned-activity-details.png .. image:: chatter/planned-activity-details.png
:align: center :align: center
@ -315,11 +321,11 @@ record.
.. note:: .. note::
After a file has been added to a chatter thread, it can be downloaded by any user with access to After a file has been added to a chatter thread, it can be downloaded by any user with access to
the thread. Click the :guilabel:`📎 (paperclip)` icon to make the files header visible, if the thread. Click the |paperclip| to make the files header visible, if necessary. Then, click the
necessary. Then, click the download icon on the file to download it. :icon:`fa-download` :guilabel:`(download)` icon the file to download it.
To attach a file, click the :guilabel:`📎 (paperclip)` icon located at the top of the chatter To attach a file, click the |paperclip| located at the top of the chatter composer of any record
composer of any record that contains a chatter thread. that contains a chatter thread.
This opens a file explorer pop-up window. Navigate to the desired file, select it, then click This opens a file explorer pop-up window. Navigate to the desired file, select it, then click
:guilabel:`Open` to add it to the record. Alternatively, files can be dragged and dropped directly :guilabel:`Open` to add it to the record. Alternatively, files can be dragged and dropped directly
@ -331,13 +337,12 @@ heading.
.. note:: .. note::
After at least one file has been added to a chatter record, a new button labeled After at least one file has been added to a chatter record, a new button labeled
:guilabel:`Attach files` appears below the :guilabel:`Files` heading. To attach any additional :guilabel:`Attach files` appears below the :guilabel:`Files` heading. To attach any additional
files, this is the button that **must** be used, instead of the :guilabel:`📎 (paperclip)` icon files, this is the button that **must** be used, instead of the |paperclip| at the top of the
at the top of the chatter thread. chatter thread.
After the :guilabel:`Files` section heading appears in the thread, clicking the :guilabel:`📎 After the :guilabel:`Files` section heading appears in the thread, clicking the |paperclip| no
(paperclip)` icon no longer opens a file explorer pop-up window. Instead, clicking the longer opens a file explorer pop-up window. Instead, clicking the |paperclip| toggles the
:guilabel:`📎 (paperclip)` icon toggles the :guilabel:`Files` section from visible to invisible :guilabel:`Files` section from visible to invisible in the chatter thread.
in the chatter thread.
.. image:: chatter/chatter-attach-files.png .. image:: chatter/chatter-attach-files.png
:align: center :align: center
@ -399,9 +404,10 @@ changes.
Translate a chatter message Translate a chatter message
~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~
To translate a user's text from another language, click the :guilabel:`... (ellipsis)` icon menu to To translate a user's text from another language, click the :icon:`fa-ellipsis-h`
the right of the chatter. Then, select :guilabel:`Translate`. The content translates to the :guilabel:`(ellipsis)` menu to the right of the chatter. Then, select :guilabel:`Translate`. The
language set in the :doc:`user's preferences <../../general/users/language/>`. content translates to the language set in the :doc:`user's preferences
<../../general/users/language/>`.
.. image:: chatter/chatter-translate-message.png .. image:: chatter/chatter-translate-message.png
:align: center :align: center