[IMP] CRM: rewrite gamification config section

closes odoo/documentation#9140

X-original-commit: fd17dcef90
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
This commit is contained in:
jero-odoo 2024-04-29 14:26:34 -04:00 committed by Zachary Straub (ZST)
parent 423864ebb3
commit bc4babe423
3 changed files with 9 additions and 12 deletions

View File

@ -9,13 +9,9 @@ through customizable challenges, goals, and rewards. Goals are created to target
Configuration
=============
To install the *Gamification* module, navigate to the :menuselection:`Apps` application. Click into
the :guilabel:`Search...` bar at the top of the page and remove the :guilabel:`Apps` filter. Type
`Gamification` to search.
If the :guilabel:`Gamification` module is **not** already installed, click :guilabel:`Install`.
After completing the installation, return to the :menuselection:`Apps` application and search for
`Gamification` again.
To install the *CRM Gamification* module, navigate to the :menuselection:`Apps` application. Click
into the :guilabel:`Search...` bar at the top of the page and remove the :guilabel:`Apps` filter.
Type `CRM Gamification` to search.
On the :guilabel:`CRM Gamification` module, click :guilabel:`Install`. This module features goals
and challenges related to the *CRM* and *Sales* applications.
@ -25,8 +21,8 @@ and challenges related to the *CRM* and *Sales* applications.
:alt: View of the gamification module being installed in Odoo.
.. note::
If both the *CRM* and *Sales* apps are installed, the *CRM Gamification* module is automatically
installed on the database.
If **both** the *CRM* and *Sales* apps are installed, the *CRM Gamification* module is
automatically installed on the database.
To access the *Gamification Tools* menu, first enable :ref:`developer-mode`.
@ -34,7 +30,7 @@ Next, navigate to :menuselection:`Settings app --> Gamification Tools`.
.. image:: gamification/gamification-tools-menu.png
:align: center
:alt: View if the gamification tools menu in Odoo Settings
:alt: View if the gamification tools menu in Odoo Settings.
.. _crm/create-rewards:
@ -71,8 +67,8 @@ The :guilabel:`Allowance to Grant` field determines when a badge can be granted,
appropriate users from this drop-down list.
- :guilabel:`People having some badges`: this badge can only be granted by users who have already
been awarded a specific badge. If this option is selected it generates a new field,
:guilabel:`Required Badges`. Use this drop-down list to select the badge(s) a user must have before they
can award this badge to others.
:guilabel:`Required Badges`. Use this drop-down list to select the badge(s) a user must have
before they can award this badge to others.
- :guilabel:`No one, assigned through challenges`: this badge cannot be manually granted, it can
only be awarded through challenges.
@ -107,6 +103,7 @@ necessary, click into the third field to further define the parameter.
.. tip::
To include all users with permissions in the *Sales* app, create a rule with the following
parameters:
- :guilabel:`Groups`
- :guilabel:`is in`
- `Sales/User: Own Documents Only`

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