diff --git a/content/applications/studio.rst b/content/applications/studio.rst index 48e40d2b9..d48456000 100644 --- a/content/applications/studio.rst +++ b/content/applications/studio.rst @@ -21,7 +21,7 @@ can, in any app, add or modify: - :doc:`Fields ` - :doc:`Views ` - :doc:`Models ` -- :doc:`Automated actions ` +- :doc:`Automation rules ` - :doc:`PDF reports ` - :doc:`Approval rules ` - Security rules diff --git a/content/applications/studio/models_modules_apps.rst b/content/applications/studio/models_modules_apps.rst index 9bf175d4e..ca52e6c67 100644 --- a/content/applications/studio/models_modules_apps.rst +++ b/content/applications/studio/models_modules_apps.rst @@ -212,16 +212,87 @@ Export and import customizations ================================ When you do any customization with Studio, a new module named :guilabel:`Studio customizations` is -added to your database. +added to your database. Exporting customizations from one database and importing them in another can +be useful, for example, when setting up a new module or for training purposes. -To export these customizations, go to :menuselection:`Main dashboard --> Studio --> Customizations ---> Export` to download a ZIP file containing all customizations. +.. note:: -To import and install these customizations in another database, connect to the destination database -and go to :menuselection:`Main dashboard --> Studio --> Customizations --> Import`, then upload -the exported ZIP file before clicking on the :guilabel:`Import` button. + Exporting customizations from Studio is different from the standard Odoo export function, which + allows you to export data as an Excel or csv file. With :guilabel:`Studio Export`, data is + exported as a ZIP file, which corresponds to a module. + + When the module is imported in another database, the data is imported in a logical way, e.g. if + the module contains customers and sales orders, the customers are created first, since these are + required for the sales orders. + +.. _studio/export-import/export: + +Export customizations +--------------------- + +To export customizations, from the main Odoo dashboard click the **Toggle Studio** button, then +:guilabel:`Export`. + +You can download a ZIP file containing all Studio customizations by clicking the :guilabel:`Export` +button. Alternatively, you can choose which data and/or demo data to export by clicking +:guilabel:`Configure data and demo data to export`. + +.. _studio/export-import/export/configure: + +Configure data to export +~~~~~~~~~~~~~~~~~~~~~~~~ + +To select specific models to export, on the :guilabel:`Studio Export` screen click +:guilabel:`New`, then choose the relevant model. + +.. tip:: + + Click :guilabel:`Preset` to see a list of all models in your database with records that have been + modifed using Studio. To configure one of these models for export, click on the model to open it + and make the required changes. + +Tick the following options as relevant: + +- :guilabel:`Demo`: if the exported records should be considered as demo data when imported. +- :guilabel:`Attachments`: if attachments related to exported records should be included in the + exported. +- :guilabel:`Updatable`: if the exported records should be able to updated during a module update. + +To set or change the rules determining which of the model's records should be exported, click the +:icon:`fa-caret-right` icon next to :guilabel:`Domain` then click :guilabel:`Edit domain`. + +After configuring a model for export, click :guilabel:`Studio Export` to return to the main screen. +To download a ZIP file with the customizations for all the listed models, click :guilabel:`Export`. + +.. note:: + + It is not necessary to select one or more models as all listed models will be included in the + export. To remove a model from the export, select it and click + :icon:`fa-cog` :guilabel:`Actions` then :icon:`fa-trash-o` :guilabel:`Delete`. + +Choose whether to only :guilabel:`Include Data` or to also +:guilabel:`Include Demo Data`, then click the :guilabel:`Export` button. + +.. image:: models_modules_apps/studio-export.png + :alt: Choosing to export both data and demo data + +When the download is complete, click the **X** to close the :guilabel:`Studio Export` window. + +.. _studio/export-import/import: + +Import customizations +--------------------- .. warning:: - Before importing, make sure the destination database contains the same apps and modules as the - source database. Studio does not add the underlying modules as dependencies of the exported - module. + Before importing, make sure the destination database is the same Odoo version and contains the + same apps and modules as the source database. Studio does not add the underlying modules as + dependencies of the exported module. + +To import and install Studio customizations in another database, connect to the destination +database, then, from the main Odoo dashboard click the **Toggle Studio** button then +:guilabel:`Import`. + +Upload the exported ZIP file. If demo data should be imported, tick :guilabel:`Load demo data`. +Click the :guilabel:`Install` button to complete the import. + + diff --git a/content/applications/studio/models_modules_apps/studio-export.png b/content/applications/studio/models_modules_apps/studio-export.png new file mode 100644 index 000000000..9ac3b408f Binary files /dev/null and b/content/applications/studio/models_modules_apps/studio-export.png differ