[IMP] studio: add a note about duplicating standard reports

Task ID: 3301013

closes odoo/documentation#4339

X-original-commit: af93e6532d
Signed-off-by: Platteau Xavier (xpl) <xpl@odoo.com>
This commit is contained in:
Xavier 2023-05-04 12:38:55 +00:00
parent 1a8447c9bc
commit 4eeee7bba0
2 changed files with 11 additions and 11 deletions

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@ -4,6 +4,16 @@ PDF reports
With Studio, you can edit existing PDF reports (e.g., orders and quotations) or create new ones. With Studio, you can edit existing PDF reports (e.g., orders and quotations) or create new ones.
.. important::
To edit a standard PDF report, it is strongly recommended to **duplicate** it and make changes to
the duplicated version, as changes made to standard reports will be overwritten after an Odoo
upgrade. To duplicate a report, go to :menuselection:`Studio --> Reports`. Hover the mouse
pointer on the top right corner of the report, click the vertical ellipsis icon (:guilabel:`⋮`),
and then select :guilabel:`Duplicate`.
.. image:: pdf_reports/duplicate-report.png
:alt: Duplicating a PDF report
.. _studio/pdf-reports/default-layout: .. _studio/pdf-reports/default-layout:
Default layout Default layout
@ -29,25 +39,21 @@ Four layouts are available.
.. tab:: Light .. tab:: Light
.. image:: pdf_reports/light.png .. image:: pdf_reports/light.png
:align: center
:alt: Light report layout sample :alt: Light report layout sample
.. tab:: Boxed .. tab:: Boxed
.. image:: pdf_reports/boxed.png .. image:: pdf_reports/boxed.png
:align: center
:alt: Boxed report layout sample :alt: Boxed report layout sample
.. tab:: Bold .. tab:: Bold
.. image:: pdf_reports/bold.png .. image:: pdf_reports/bold.png
:align: center
:alt: Bold report layout sample :alt: Bold report layout sample
.. tab:: Striped .. tab:: Striped
.. image:: pdf_reports/striped.png .. image:: pdf_reports/striped.png
:align: center
:alt: Striped report layout sample :alt: Striped report layout sample
.. _studio/pdf-reports/default-layout/font: .. _studio/pdf-reports/default-layout/font:
@ -133,11 +139,10 @@ Use the :guilabel:`Paper format` field to change the paper size of reports. You
.. tip:: .. tip::
You can change the :guilabel:`Paper format` on individual reports. Open the app containing the You can change the :guilabel:`Paper format` on individual reports. Open the app containing the
report, then :menuselection:`Toggle Studio --> Reports --> Select or Create a report --> Report report, then go to :menuselection:`Studio --> Reports --> Select or Create a report --> Report
--> Select a Paper format`. --> Select a Paper format`.
.. image:: pdf_reports/default-layout.png .. image:: pdf_reports/default-layout.png
:align: center
:alt: Configuration pop-up window for the default layout of PDF reports :alt: Configuration pop-up window for the default layout of PDF reports
.. _studio/pdf-reports/header-footer: .. _studio/pdf-reports/header-footer:
@ -164,7 +169,6 @@ set on the *Company* model: the :guilabel:`Company Name`, :guilabel:`Phone`, :gu
To change a company's information, go to :menuselection:`Settings --> Companies --> Update Info`. To change a company's information, go to :menuselection:`Settings --> Companies --> Update Info`.
.. image:: pdf_reports/external-header.png .. image:: pdf_reports/external-header.png
:align: center
:alt: Example of an External header :alt: Example of an External header
The footer displays the values set on the :ref:`studio/pdf-reports/default-layout/footer`, The footer displays the values set on the :ref:`studio/pdf-reports/default-layout/footer`,
@ -172,7 +176,6 @@ The footer displays the values set on the :ref:`studio/pdf-reports/default-layou
:ref:`studio/pdf-reports/default-layout/tagline` fields, as well as the page number. :ref:`studio/pdf-reports/default-layout/tagline` fields, as well as the page number.
.. image:: pdf_reports/external-footer.png .. image:: pdf_reports/external-footer.png
:align: center
:alt: Example of an External footer :alt: Example of an External footer
.. _studio/pdf-reports/header-footer/internal: .. _studio/pdf-reports/header-footer/internal:
@ -226,7 +229,6 @@ Block elements start on a new line and occupy the full width of the page.
model): *Name*, *Address*, *Phone*, *Mobile*, and *Email*. model): *Name*, *Address*, *Phone*, *Mobile*, and *Email*.
.. image:: pdf_reports/address-block.png .. image:: pdf_reports/address-block.png
:align: center
:alt: Example of an Address Block :alt: Example of an Address Block
.. _studio/pdf-reports/elements/inline: .. _studio/pdf-reports/elements/inline:
@ -257,7 +259,6 @@ Table elements are used together to create a data table.
<studio/fields/relational-fields/one2many>` field on your model. <studio/fields/relational-fields/one2many>` field on your model.
.. image:: pdf_reports/data-table.png .. image:: pdf_reports/data-table.png
:align: center
:alt: Example of a Data table :alt: Example of a Data table
- :guilabel:`Field Column`: add a new column to the table displaying the values of a :ref:`Related - :guilabel:`Field Column`: add a new column to the table displaying the values of a :ref:`Related
@ -307,7 +308,6 @@ Options tab
Select an element on the report to access the element's options and edit it. Select an element on the report to access the element's options and edit it.
.. image:: pdf_reports/text-options-tab.png .. image:: pdf_reports/text-options-tab.png
:align: center
:alt: The Options tab for a text element :alt: The Options tab for a text element
.. note:: .. note::

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