[IMP] productivity/knowledge: Articles editing updated
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@ -7,6 +7,7 @@ Odoo essentials
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essentials/activities
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essentials/activities
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essentials/reporting
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essentials/reporting
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essentials/search
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essentials/search
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essentials/text_editor
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essentials/contacts
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essentials/contacts
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essentials/export_import_data
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essentials/export_import_data
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essentials/in_app_purchase
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essentials/in_app_purchase
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content/applications/essentials/text_editor.rst
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content/applications/essentials/text_editor.rst
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.. _text-editor:
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========================
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Text editor and commands
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========================
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Odoo allows you to write content in various areas across different apps. Whether it is in the
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:guilabel:`Internal Notes` field in :guilabel:`Sales` or in the :guilabel:`Description` field in
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:guilabel:`Project`, adding a text requires using the text editor and the commands.
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Text editor
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===========
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To edit a word, a sentence, or a paragraph, select it or double-click on it to display the text
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editor, and apply any of the following editing options:
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- :guilabel:`Normal`: Change the style with multiple options, including :guilabel:`Normal, Code,
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Header 1 to 6`, and :guilabel:`Quote`.
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- :guilabel:`B`: Put the text in bold.
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- :guilabel:`I`: Put the text in italics.
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- :guilabel:`U`: Underline the text.
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- :guilabel:`S`: Apply a strikethrough effect to the text.
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- :guilabel:`A` for the font or the :icon:`fa-paint-brush` :guilabel:`(paintbrush)` icon for the
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background to customize colors:
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- :guilabel:`Solid`: Select your preferred color from the predefined palette.
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- :guilabel:`Custom`: Customize your color palette using the wheel or by configuring the
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:guilabel:`hex` code and :guilabel:`RGBA` values.
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- :guilabel:`Gradient`: Choose a predefined gradient or personalize it by selecting
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between a :guilabel:`Linear` or :guilabel:`Radial` type, and adjusting the wheel.
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- **Size number**: Adjust the size of the text.
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- :icon:`fa-list-ul`: Turn the text into a bulleted list.
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- :icon:`fa-list-ol`: Turn the text into a numbered list.
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- :icon:`fa-check-square-o`: Turn the text into a checklist.
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- :icon:`fa-link`: Insert or edit a URL link.
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- :guilabel:`Translate`: Translate the content in your
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:doc:`installed languages </applications/general/users/language>`.
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- :icon:`fa-magic` :guilabel:`AI`: Get AI-generated suggestions and adjust the tone.
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- :icon:`fa-commenting` :guilabel:`Comment`: Add a comment to the selected text.
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.. image:: text_editor/style-and-colors.png
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:alt: Text editor's toolbox
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Commands
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========
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To use a command, type `/` and open the **powerbox**. Type the command's name or select from
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multiple features to insert tables, images, banners, etc.
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List of commands
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----------------
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Commands are divided into multiple categories depending on their use. The :guilabel:`Knowledge`
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category and its commands are only available in the app of the same name.
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.. tabs::
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.. tab:: Structure
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.. list-table::
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:widths: 20 80
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:header-rows: 1
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:stub-columns: 1
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* - Command
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- Use
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* - :guilabel:`Separator`
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- Insert a horizontal rule separator.
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* - :guilabel:`2 columns`
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- Convert into 2 columns.
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* - :guilabel:`3 columns`
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- Convert into 3 columns.
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* - :guilabel:`4 columns`
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- Convert into 4 columns.
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* - :guilabel:`Table`
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- Insert a table.
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* - :guilabel:`Bulleted list`
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- Create a bulleted list.
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* - :guilabel:`Numbered list`
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- Create a list with numbering.
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* - :guilabel:`Checklist`
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- Track tasks with a checklist.
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* - :guilabel:`Quote`
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- Add a blockquote section.
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* - :guilabel:`Code`
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- Add a code section.
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.. tab:: Banner
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.. list-table::
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:widths: 20 80
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:header-rows: 1
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:stub-columns: 1
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* - Command
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- Use
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* - :guilabel:`Banner Info`
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- Insert an info banner.
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* - :guilabel:`Banner Success`
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- Insert a success banner.
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* - :guilabel:`Banner Warning`
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- Insert a warning banner.
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* - :guilabel:`Banner Danger`
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- Insert a danger banner.
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.. tab:: Knowledge
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.. list-table::
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:widths: 20 80
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:header-rows: 1
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:stub-columns: 1
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* - Command
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- Use
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* - :guilabel:`Index`
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- Show nested articles.
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* - :guilabel:`Item Kanban`
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- Insert a Kanban view of article items.
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* - :guilabel:`Item Cards`
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- Insert a Card view of article items.
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* - :guilabel:`Item List`
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- Insert a List view of article items.
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* - :guilabel:`Item Calendar`
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- Insert a Calendar view of article items.
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.. tab:: Format
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.. list-table::
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:widths: 20 80
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:header-rows: 1
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:stub-columns: 1
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* - Command
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- Use
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* - :guilabel:`Heading 1`
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- Big section heading.
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* - :guilabel:`Heading 2`
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- Medium section heading.
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* - :guilabel:`Heading 3`
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- Small section heading.
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* - :guilabel:`Text`
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- Paragraph block.
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* - :guilabel:`Switch direction`
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- Switch the text's direction.
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.. tab:: Media
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.. list-table::
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:widths: 20 80
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:header-rows: 1
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:stub-columns: 1
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* - Command
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- Use
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* - :guilabel:`Media`
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- Insert image or icon.
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* - :guilabel:`Clipboard`
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- Add a clipboard section.
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* - :guilabel:`Upload a file`
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- Add a download box..
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.. tab:: Navigation
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.. list-table::
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:widths: 20 80
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:header-rows: 1
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:stub-columns: 1
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* - Command
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- Use
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* - :guilabel:`Link`
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- Add a link.
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* - :guilabel:`Button`
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- Add a button.
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* - :guilabel:`Article`
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- Insert an Article shortcut.
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* - :guilabel:`Appointment`
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- Add a specific appointment.
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* - :guilabel:`Drawing Board`
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- Insert an Excalidraw Board.
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* - :guilabel:`Table Of Content`
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- Highlight the structure (headings).
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* - :guilabel:`Viedo Link`
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- Insert a Video.
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.. tab:: Widget
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.. list-table::
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:widths: 20 80
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:header-rows: 1
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:stub-columns: 1
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* - Command
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- Use
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* - :guilabel:`Emoji`
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- Add an emoji.
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* - :guilabel:`3 Stars`
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- Insert a rating over 3 stars.
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* - :guilabel:`5 Stars`
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- Insert a rating over 5 stars.
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.. tab:: AI Tools
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.. list-table::
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:widths: 20 80
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:header-rows: 1
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:stub-columns: 1
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* - Command
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- Use
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* - :guilabel:`ChatGPT`
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- Generate or transform content with AI.
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.. tab:: Basic Bloc
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.. list-table::
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:widths: 20 80
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:header-rows: 1
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:stub-columns: 1
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* - Command
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- Use
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* - :guilabel:`Signature`
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- Insert your signature.
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content/applications/essentials/text_editor/style-and-colors.png
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content/applications/essentials/text_editor/style-and-colors.png
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================
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====================================
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Articles editing
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Article creation and content editing
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================
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====================================
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Add and style content
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Start writing
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=====================
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=============
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To start adding content, click anywhere on the page. Your cursor is automatically set to write the
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Use the :guilabel:`Private` or :guilabel:`Workspace` section of the sidebar tree to start creating
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article's first-level header. Once you are done writing the title, press **enter** on your keyboard
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an article. The former is for drafting ideas, and the latter is for sharing with internal users.
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to move to the next line.
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Hover above your preferred section, then click the :icon:`fa-plus` :guilabel:`(plus)` icon. An
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:guilabel:`Untitled` page appears and offers you the option to start writing your content or do the
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following:
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.. image:: articles_editing/ui.png
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- :guilabel:`Load a Template`: Load preconfigured templates.
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:align: center
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- :guilabel:`Build an Item Kanban`: Visualize tasks or items in a Kanban view.
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:alt: knowledge's user interface
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- :guilabel:`Build an Item List`: Build a structured list of items.
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- :guilabel:`Build an Item Calendar`: Create a calendar view to track items by date.
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- :guilabel:`Generate an Article with AI`: Generate content based on your prompt.
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.. tip::
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.. tip::
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Click :guilabel:`Untitled` on the left side of the top bar to automatically match your h1
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After writing the title, click :guilabel:`Untitled` on the top bar to automatically match your
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:dfn:`(First-level header)` title and the article's name. To change the name of your article
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h1 :dfn:`(First-level header)` title to the name of the article. To change the name of the
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later, you must do it manually. To do so, click the name on the top bar and proceed to the
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article later, you must do it manually: click the name on the top bar and proceed to the
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modification.
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modification.
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Edit and customize
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==================
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Edit and customize your content by using the text editor, adding a cover picture with an emoji, and
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typing commands.
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.. _knowledge/text-editor:
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.. _knowledge/text-editor:
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Text editor
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Text editor
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-----------
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-----------
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To stylize the text using the text editor, select the text to format.
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To edit a word, a sentence, or a paragraph, select it or double-click on it to display the text
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editor, and apply the desired editing options. To know more about the editing options, please refer
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Then, you can:
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to :doc:`../../../applications/essentials/text_editor`.
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- Change the style by clicking :guilabel:`Normal`. Doing so opens a dropdown menu with multiple
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styles to choose from (:guilabel:`Normal, Code, Header 1 → Header 6, Quote`);
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- Format the text. Click :guilabel:`B` to put it in bold, :guilabel:`I` to put it in italic,
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:guilabel:`U` to underline, and :guilabel:`S` to strikethrough;
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- Change the font color by clicking :guilabel:`A` or the background color by clicking the **pencil**
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icon:
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- To choose from a predefined theme color, click :guilabel:`Theme` and select the desired color.
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- To customize, click :guilabel:`Solid` and define a color using the wheel, by typing its hex
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code, or its RGBA values.
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- To use a gradient, click :guilabel:`Gradient`, choose a predefined gradient or click
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:guilabel:`Custom` to create a personalized gradient.
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- To change the text's size, click the **size number** and select the desired size;
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- Click the **lists** icons to turn the paragraph into an unordered list, an ordered list, or a
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checklist;
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- Click the **chain** icon to insert or edit an URL link.
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.. image:: articles_editing/style-and-colors.png
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:align: center
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:alt: Text editor's toolbox
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To format a whole paragraph, type `/` anywhere in the text. Doing so opens the **powerbox**, which
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allows:
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- Changing a paragraph into lists (unordered, ordered, checklists).
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- Changing a paragraph into a header (1 → 6), normal text, `code`, or *quotes*.
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Cover pictures
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Cover pictures
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--------------
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--------------
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You can customize your article by adding a cover picture and an icon. Hover above the h1 title and
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To add a cover picture, click the :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon, then
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click :guilabel:`Add Cover`. A pop-up window opens to set a cover picture.
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:guilabel:`Add Cover`. The following options allow you to select and insert pictures from different
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sources:
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If your database and your Unsplash account are associated, the cover picture is automatically
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selected based on the article's name. To modify it, hover over the picture to make the buttons
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appear, click :guilabel:`Change Cover`, and select another image.
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Retrieve images from different sources:
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- Search the **Unsplash** database.
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- Search the **Unsplash** database.
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- Enter a picture's **URL**.
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- Enter a picture's **URL**.
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- **Upload** an image from a computer.
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- Click :guilabel:`Upload an image`.
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To remove the cover, hover over it to make the buttons appear and click :guilabel:`Remove Cover`.
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To replace the cover picture, hover above it, click :guilabel:`Replace Cover`, and choose a new one
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from the selection.
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To reposition the cover picture, hover above it and click :guilabel:`Reposition`. Adjust the
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picture, then click :guilabel:`Save Position`.
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To remove the cover picture, hover above it and click :guilabel:`Remove Cover`.
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.. note::
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.. note::
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- To associate Unsplash with your database, please refer to
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If your database and your **Unsplash** account are associated, the cover picture is
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:doc:`/applications/general/integrations/unsplash`.
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automatically selected based on the title of the article. To associate **Unsplash** with your
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- The articles are responsive, and so are the cover pictures. As a result, the images cannot
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database, please refer to :doc:`/applications/general/integrations/unsplash`.
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be repositioned manually to fit a particular screen, as they automatically resize
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depending on the device.
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Icons
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Emojis
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-----
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------
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To add an icon, hover above the h1 title and click :guilabel:`Add Icon`. Doing this sets a random
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There are two possibilities to add an emoji to your article:
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emoji automatically. To change it, click it and select one from the emoji window. To remove it,
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proceed equally and click the red-circled :guilabel:`x`.
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- Through the ellipsis icon:
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#. Click the :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon.
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#. Click :guilabel:`Add Icon` to generate a random emoji that appears near the title of the article.
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#. To change the emoji, click :guilabel:`Remove Icon`, then :guilabel:`Add Icon` again.
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- Through the emoji search bar:
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#. Click the :icon:`fa-file-text-o` :guilabel:`(page)` icon next to the title of the article to
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open the emoji search bar.
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#. Use the search bar or scroll down to find the desired emoji.
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#. Select the desired emoji, which will appear close to the title of the article.
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#. (Optional) Click the selected emoji to open the emoji search bar, and select a different
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one.
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.. note::
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.. note::
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- The emoji is also displayed before the corresponding article in the side panel hierarchic tree.
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- Adding an emoji through the ellipsis icon requires repeating the operation as many times as
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||||||
- Click the emoji on the side panel to change it without opening the related article.
|
needed to find the suitable emoji for the article. However, after clicking
|
||||||
|
:guilabel:`Add Icon`, click on the generated emoji to open the emoji search bar and proceed as
|
||||||
|
in the second option.
|
||||||
|
- The system also displays the emoji before the corresponding article in the sidebar tree.
|
||||||
|
- Click on the emoji in the sidebar tree to change it without opening the related article.
|
||||||
|
|
||||||
.. _knowledge/powerbox:
|
.. _knowledge/powerbox:
|
||||||
|
|
||||||
Commands
|
Commands
|
||||||
========
|
--------
|
||||||
|
|
||||||
To use a command, type `/` and open the **powerbox**. Type the command's name or select from
|
Type `/` to use a command and open the **powerbox**. Some commands, such as `/Media` or
|
||||||
multiple features to insert blocks, images, files, etc. Some of them, such as `/Image` or `/Article`
|
`/Article`, are common to all apps, but others are specific to the :guilabel:`Knowledge` app and
|
||||||
are common to all the apps, but others are inherent to the knowledge app and cannot be found or used
|
cannot be found or used in any other app. To know more about the list of commands, please refer to
|
||||||
in any other application.
|
:doc:`../../../applications/essentials/text_editor`.
|
||||||
|
|
||||||
List of commands
|
Knowledge integration
|
||||||
----------------
|
=====================
|
||||||
|
|
||||||
Commands are divided into multiple categories depending on their use.
|
:guilabel:`Knowledge` articles and their content can be retrieved from certain apps. Similarly,
|
||||||
|
content views from some apps can be embedded into Knowledge articles.
|
||||||
|
|
||||||
.. tabs::
|
Retrieve Knowledge articles
|
||||||
.. tab:: Structure
|
---------------------------
|
||||||
|
|
||||||
.. list-table::
|
Depending on the app, the :icon:`fa-bookmark` :guilabel:`(Knowledge)` icon is visible at the top
|
||||||
:widths: 20 80
|
right corner of the interface. Click the icon to search for an article.
|
||||||
:header-rows: 1
|
|
||||||
:stub-columns: 1
|
|
||||||
|
|
||||||
* - Command
|
|
||||||
- Use
|
|
||||||
* - :guilabel:`Bulleted list`
|
|
||||||
- Create a bulleted list.
|
|
||||||
* - :guilabel:`Numbered list`
|
|
||||||
- Create a list with numbering.
|
|
||||||
* - :guilabel:`Checklist`
|
|
||||||
- Track tasks with a checklist.
|
|
||||||
* - :guilabel:`Table`
|
|
||||||
- Insert a table.
|
|
||||||
* - :guilabel:`Separator`
|
|
||||||
- Insert an horizontal rule separator.
|
|
||||||
* - :guilabel:`Quote`
|
|
||||||
- Add a blockquote section.
|
|
||||||
* - :guilabel:`Code`
|
|
||||||
- Add a code section.
|
|
||||||
* - :guilabel:`2 columns`
|
|
||||||
- Convert into 2 columns.
|
|
||||||
* - :guilabel:`3 columns`
|
|
||||||
- Convert into 3 columns.
|
|
||||||
* - :guilabel:`4 columns`
|
|
||||||
- Convert into 4 columns.
|
|
||||||
|
|
||||||
.. tab:: Format
|
|
||||||
|
|
||||||
.. list-table::
|
|
||||||
:widths: 20 80
|
|
||||||
:header-rows: 1
|
|
||||||
:stub-columns: 1
|
|
||||||
|
|
||||||
* - Command
|
|
||||||
- Use
|
|
||||||
* - :guilabel:`Heading 1`
|
|
||||||
- Big section heading.
|
|
||||||
* - :guilabel:`Heading 2`
|
|
||||||
- Medium section heading.
|
|
||||||
* - :guilabel:`Heading 3`
|
|
||||||
- Small section heading.
|
|
||||||
* - :guilabel:`Switch direction`
|
|
||||||
- Switch the text's direction.
|
|
||||||
* - :guilabel:`Text`
|
|
||||||
- Paragraph block.
|
|
||||||
|
|
||||||
.. tab:: Media
|
|
||||||
|
|
||||||
.. list-table::
|
|
||||||
:widths: 20 80
|
|
||||||
:header-rows: 1
|
|
||||||
:stub-columns: 1
|
|
||||||
|
|
||||||
* - Command
|
|
||||||
- Use
|
|
||||||
* - :guilabel:`Image`
|
|
||||||
- Insert an image.
|
|
||||||
* - :guilabel:`Article`
|
|
||||||
- Link an article.
|
|
||||||
|
|
||||||
.. tab:: Navigation
|
|
||||||
|
|
||||||
.. list-table::
|
|
||||||
:widths: 20 80
|
|
||||||
:header-rows: 1
|
|
||||||
:stub-columns: 1
|
|
||||||
|
|
||||||
* - Command
|
|
||||||
- Use
|
|
||||||
* - :guilabel:`Link`
|
|
||||||
- Add a link.
|
|
||||||
* - :guilabel:`Button`
|
|
||||||
- Add a button.
|
|
||||||
* - :guilabel:`Appointment`
|
|
||||||
- Add a specific appointment.
|
|
||||||
* - :guilabel:`Calendar`
|
|
||||||
- Schedule an appointment.
|
|
||||||
|
|
||||||
.. tab:: Widget
|
|
||||||
|
|
||||||
.. list-table::
|
|
||||||
:widths: 20 80
|
|
||||||
:header-rows: 1
|
|
||||||
:stub-columns: 1
|
|
||||||
|
|
||||||
* - Command
|
|
||||||
- Use
|
|
||||||
* - :guilabel:`3 Stars`
|
|
||||||
- Insert a rating over 3 stars.
|
|
||||||
* - :guilabel:`5 Stars`
|
|
||||||
- Insert a rating over 5 stars.
|
|
||||||
|
|
||||||
.. tab:: Knowledge
|
|
||||||
|
|
||||||
.. list-table::
|
|
||||||
:widths: 20 80
|
|
||||||
:header-rows: 1
|
|
||||||
:stub-columns: 1
|
|
||||||
|
|
||||||
* - Command
|
|
||||||
- Use
|
|
||||||
* - :guilabel:`Table of Content`
|
|
||||||
- Add a table of content with the article's headings.
|
|
||||||
* - :guilabel:`Index`
|
|
||||||
- Show the first level of nested articles.
|
|
||||||
* - :guilabel:`Outline`
|
|
||||||
- Show all nested articles.
|
|
||||||
* - :guilabel:`Item Kanban`
|
|
||||||
- Insert a kanban view of article items.
|
|
||||||
* - :guilabel:`Item List`
|
|
||||||
- Insert a list view of article items.
|
|
||||||
* - :guilabel:`File`
|
|
||||||
- Embed a file that can be downloaded.
|
|
||||||
* - :guilabel:`Template`
|
|
||||||
- Add a template section that can be inserted in messages, terms & conditions, or
|
|
||||||
description in other applications.
|
|
||||||
|
|
||||||
.. tab:: Basic Blocks
|
|
||||||
|
|
||||||
.. list-table::
|
|
||||||
:widths: 20 80
|
|
||||||
:header-rows: 1
|
|
||||||
:stub-columns: 1
|
|
||||||
|
|
||||||
* - Command
|
|
||||||
- Use
|
|
||||||
* - :guilabel:`Signature`
|
|
||||||
- Insert your signature.
|
|
||||||
|
|
||||||
Content from other apps
|
|
||||||
=======================
|
|
||||||
|
|
||||||
Knowledge allows to retrieve content views from other applications. To do so, go to the targeted app
|
|
||||||
and create the desired view. Then, click :menuselection:`Favorite --> Insert view in article` and
|
|
||||||
select an article. The view is inserted at the bottom of the selected article.
|
|
||||||
|
|
||||||
.. example::
|
.. example::
|
||||||
To retrieve the view below, we created it by going to :menuselection:`Sales --> Graph icon -->
|
After receiving an opportunity in :guilabel:`CRM` through the contact form of the website, the
|
||||||
Pie Chart icon` and inserted it by clicking :menuselection:`Favorite --> Insert view in article`
|
message automatically appears in the :guilabel:`Internal Notes` of the opportunity. Click the
|
||||||
and selecting the *Sales Playbook* article.
|
:icon:`fa-bookmark` :guilabel:`(Knowledge)` icon to open the Knowledge search view. Type the
|
||||||
|
name of the article before clicking on it to display it in :guilabel:`CRM`.
|
||||||
|
|
||||||
.. image:: articles_editing/inserted-view.png
|
Embed content views
|
||||||
:align: center
|
-------------------
|
||||||
:alt: article view from the Sales app
|
|
||||||
|
|
||||||
.. important::
|
To embed content views from other apps, go to the desired app and do the following:
|
||||||
Users who do **not** have access to the view will **not** be able to access it in **Knowledge**
|
|
||||||
even though they have access to the article containing the view.
|
#. Select the preferred view.
|
||||||
|
#. Click the :icon:`fa-cog` :guilabel:`(cog)` icon at the top left corner.
|
||||||
|
#. Click :menuselection:`Knowledge --> Insert view in article`.
|
||||||
|
#. Select the article in which you want to embed the view.
|
||||||
|
|
||||||
|
.. note::
|
||||||
|
- Users who do not have access to the view will not be able to access it in
|
||||||
|
:guilabel:`Knowledge` even though they have access to the article containing the view.
|
||||||
|
- In some apps, certain views are not available.
|
||||||
|
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@ -265,7 +265,7 @@ Formatting
|
|||||||
**********
|
**********
|
||||||
|
|
||||||
To format text in the report, select it, then format it using the options in the
|
To format text in the report, select it, then format it using the options in the
|
||||||
:ref:`knowledge/text-editor`.
|
:doc:`text editor <../../../applications/essentials/text_editor>`.
|
||||||
|
|
||||||
.. image:: pdf_reports/text-editor.png
|
.. image:: pdf_reports/text-editor.png
|
||||||
:alt: Format text using the text editor.
|
:alt: Format text using the text editor.
|
||||||
|
@ -2375,7 +2375,7 @@ msgstr "التنسيق "
|
|||||||
#: ../../content/applications/studio/pdf_reports.rst:267
|
#: ../../content/applications/studio/pdf_reports.rst:267
|
||||||
msgid ""
|
msgid ""
|
||||||
"To format text in the report, select it, then format it using the options in"
|
"To format text in the report, select it, then format it using the options in"
|
||||||
" the :ref:`knowledge/text-editor`."
|
" the :ref:`text-editor`."
|
||||||
msgstr ""
|
msgstr ""
|
||||||
|
|
||||||
#: ../../content/applications/studio/pdf_reports.rst:0
|
#: ../../content/applications/studio/pdf_reports.rst:0
|
||||||
|
Loading…
Reference in New Issue
Block a user