[ADD] knowledge: main, editing and properties pages
Task ID: 3035887 closes odoo/documentation#2838 Signed-off-by: Perazzo Loredana (lrpz) <lrpz@odoo.com>
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.. toctree::
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productivity/discuss
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productivity/knowledge
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productivity/iot
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productivity/mail_plugins
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productivity/studio
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content/applications/productivity/knowledge.rst
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content/applications/productivity/knowledge.rst
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:show-content:
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:hide-page-toc:
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:show-toc:
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=========
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Knowledge
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=========
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**Odoo Knowledge** is a multipurpose productivity app that allows internal users to enrich their
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business knowledge base and provide individually or collaboratively gathered information.
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The pages on which they gather content are called *articles*. They are mainly composed of a title
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and a body. The latter is an HTML field containing text, images, links to other articles, records
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from other models, templates, etc.
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.. seealso::
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- `Knowledge product page <https://www.odoo.com/app/knowledge>`_
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.. toctree::
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:titlesonly:
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knowledge/articles_editing
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knowledge/properties
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content/applications/productivity/knowledge/articles_editing.rst
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content/applications/productivity/knowledge/articles_editing.rst
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================
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Articles editing
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================
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Add and style content
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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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article's first-level header. Once you are done writing the title, press **enter** on your keyboard
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to move to the next line.
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.. image:: articles_editing/ui.png
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:align: center
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:alt: knowledge's user interface
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.. tip::
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Click :guilabel:`Untitled` on the left side of the top bar to automatically match your :dfn:`h1
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(First-level header)` title and the article's name. To change the name of your article later, you
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must do it manually. To do so, click the name on the top bar and proceed to the modification.
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Text editor
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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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Then, you can:
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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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Add a cover
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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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click :guilabel:`Add Cover`. A pop-up window opens to set a cover picture.
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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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- Enter a picture's **URL**.
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- **Upload** an image from a computer.
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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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.. note::
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- To associate Unsplash with your database, please refer to
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:doc:`../../websites/website/optimize/unsplash`.
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- The articles are responsive, and so are the cover pictures. As a result, the images cannot
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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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Add an icon
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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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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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.. note::
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- The emoji is also displayed before the corresponding article in the side panel hierarchic tree.
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- Click the emoji on the side panel to change it without opening the related article.
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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 blocks, images, files, etc. Some of them, such as `/Image` or `/Article`
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are common to all the apps, but others are inherent to the knowledge app and cannot be found or used
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in any other application.
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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.
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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:`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:`Table`
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- Insert a table.
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* - :guilabel:`Separator`
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- Insert an horizontal rule separator.
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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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* - :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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.. 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:`Switch direction`
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- Switch the text's direction.
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* - :guilabel:`Text`
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- Paragraph block.
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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:`Image`
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- Insert an image.
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* - :guilabel:`Article`
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- Link an article.
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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:`Appointment`
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- Add a specific appointment.
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* - :guilabel:`Calendar`
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- Schedule an appointment.
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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:`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:: 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:`Table of Content`
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- Add a table of content with the article's headings.
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* - :guilabel:`Index`
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- Show the first level of nested articles.
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* - :guilabel:`Outline`
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- Show all 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 List`
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- Insert a list view of article items.
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* - :guilabel:`File`
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- Embed a file that can be downloaded.
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* - :guilabel:`Template`
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- Add a template section that can be inserted in messages, terms & conditions, or
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description in other applications.
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.. tab:: Basic Blocks
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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 from other app
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======================
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Knowledge allows to retrieve content views from other applications. To do so, go to the targeted app
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and create the desired view. Then, click :menuselection:`Favorite --> Insert view in article` and
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select an article. The view is inserted at the bottom of the selected article.
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.. example::
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To retrieve the view below, we created it by going to :menuselection:`Sales --> Graph icon -->
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Pie Chart icon` and inserted it by clicking :menuselection:`Favorite --> Insert view in article`
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and selecting the *Sales Playbook* article.
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.. image:: articles_editing/inserted-view.png
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:align: center
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:alt: article view from the Sales app
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.. important::
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Users who do **not** have access to the view will **not** be able to access it in **Knowledge**
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even though they have access to the article containing the view.
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102
content/applications/productivity/knowledge/properties.rst
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==========
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Properties
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==========
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Properties are fields containing data and that can be added to articles by any user with **write**
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access. These fields are shared between all the child articles and article items under the same
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parent.
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.. note::
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To be able to add properties, an article must be either a **child article** or an **article
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item**.
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Add property fields
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===================
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Hover above the first-level header to make the buttons appear. Click :menuselection:`⚙ Add
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Properties --> Field Type`, select the type and add a default value if needed. To make the fields
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appear in **kanban views**, check :guilabel:`View in Kanban` as well. To validate and close the
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property creation window, click anywhere.
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.. image:: properties/fields.png
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:align: center
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:alt: Dropdown of property fields types
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The different types assess what the field content can be:
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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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* - Types
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- Uses
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* - :guilabel:`Text`
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- Allows adding any content with no restriction.
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* - :guilabel:`Checkbox`
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- Add a checkbox.
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* - :guilabel:`Integer`
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- Allows adding integer numbers.
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* - :guilabel:`Decimal`
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- Allows adding any number.
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* - :guilabel:`Date`
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- Allows selecting a date.
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* - :guilabel:`Date & Time`
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- Allows selecting a date and time.
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Some **field types** need to be configured:
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.. image:: properties/manyone.png
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:align: center
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:alt: property configuration form
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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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* - Types
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- Uses
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* - :guilabel:`Selection`
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- Add a drop-down selection menu with restricted values that have been set at the property
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creation.
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To set it up, click :guilabel:`Add a Value` next to the :guilabel:`Values` field. Enter
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predetermined values and press **enter** to validate; you can enter as many values as needed.
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Click anywhere to close the property creation window.
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* - :guilabel:`Tags`
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- Allows creating and applying as many tags as needed.
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To set it up, enter your `new_tag` in the :guilabel:`Tags` field, and press **enter** or
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click :guilabel:`Create "new_tag"`. Click anywhere to close the window. Then, add the tags
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into the property field. To do so, click the property field and choose from the created tags;
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enter the tags' name and press **enter**; enter a new tag's name and create a new one on the
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spot.
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* - :guilabel:`Many2one`
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- Choose from a list of records that result from a model's domain. You can only select one
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result.
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To set it up, click :guilabel:`Search a Model` in the :guilabel:`Model` field, select the
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model. Match all records by clicking :guilabel:`## Record(s)`, or filter the results by
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clicking :guilabel:`+ Add Filter` and show the records by clicking :guilabel:`## Record(s)`.
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* - :guilabel:`Many2many`
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- Choose from a list of records that result from a model's domain. You can select as many
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results as needed.
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To set it up, click :guilabel:`Search a Model` in the :guilabel:`Model` field, select the
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model. Match all records by clicking :guilabel:`## Record(s)`, or filter the results by
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clicking :guilabel:`+ Add Filter` and show the records by clicking :guilabel:`## Record(s)`.
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Delete property fields
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======================
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To remove a property, click the **pencil** icon next to the targeted property, then click
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:menuselection:`Delete --> Delete`.
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.. warning::
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Once a property field is deleted, you cannot retrieve it.
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Hide the property panel
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=======================
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To hide the property sidebar panel, click the gear :guilabel:`(⚙)` button.
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