From cfe0cc455ab29d9ee4b42afca08a4b1725626e8a Mon Sep 17 00:00:00 2001 From: jero-odoo Date: Wed, 12 Jun 2024 11:31:52 -0400 Subject: [PATCH] [IMP] Discuss: Chatter icons closes odoo/documentation#9796 X-original-commit: 9aa160f04241ae11138cbb8a818bc1013446f4f4 Signed-off-by: Jessica Rogers (jero) --- .../productivity/discuss/chatter.rst | 70 ++++++++++--------- 1 file changed, 38 insertions(+), 32 deletions(-) diff --git a/content/applications/productivity/discuss/chatter.rst b/content/applications/productivity/discuss/chatter.rst index 43f809f90..4aced6d11 100644 --- a/content/applications/productivity/discuss/chatter.rst +++ b/content/applications/productivity/discuss/chatter.rst @@ -2,6 +2,9 @@ Chatter ======= +.. |user| replace:: :icon:`fa-user-o` :guilabel:`(user)` icon +.. |paperclip| replace:: :icon:`fa-paperclip` :guilabel:`(paperclip)` icon + The *Chatter* feature is integrated throughout Odoo to streamline communication, maintain traceability, and provide accountability among team members. Chatter windows, known as *composers*, are located on almost every record within the database, and allow users to communicate with both @@ -59,16 +62,16 @@ button to read :guilabel:`Following`. Click it again to :guilabel:`Unfollow`. Manage followers ---------------- -To add another user, or contact, as a follower, click the :guilabel:`👤 (user)` icon. This opens a -drop-down list of the current followers. Click :guilabel:`Add Followers` to open an -:guilabel:`Invite Follower` pop-up window. +To add another user, or contact, as a follower, click the |user|. This opens a drop-down list of the +current followers. Click :guilabel:`Add Followers` to open an :guilabel:`Invite Follower` pop-up +window. Select one or more contacts from the :guilabel:`Recipients` drop-down list. To notify the contacts, tick the :guilabel:`Send Notification` checkbox. Edit the message template as desired, then click :guilabel:`Add Followers`. -To remove followers, click the :guilabel:`👤 (user)` icon to open the current followers list. Find -the name of the follower to be removed, and click the :guilabel:`x` icon. +To remove followers, click the |user| to open the current followers list. Find the name of the +follower to be removed, and click the :icon:`fa-remove` :guilabel:`(remove)` icon. .. _discuss/edit-subscription: @@ -76,9 +79,9 @@ Edit follower subscription -------------------------- The updates a follower receives can vary based on their subscription settings. To see the type of -updates a follower is subscribed to, and to edit the list, click the :guilabel:`👤 (user)` icon. -Find the appropriate follower in the list, then click the :guilabel:`✏ī¸ (pencil)` icon. This opens -the :guilabel:`Edit Subscription` pop-up window for the follower. +updates a follower is subscribed to, and to edit the list, click the |user|. Find the appropriate +follower in the list, then click the :icon:`fa-pencil` :guilabel:`(pencil)` icon. This opens the +:guilabel:`Edit Subscription` pop-up window for the follower. The list of available subscription settings varies depending on the record type. For example, a follower of a *Helpdesk* ticket may be informed when the ticket is rated. This option would not be @@ -158,8 +161,8 @@ Expand full composer The chatter composer can be expanded to a larger pop-up window, allowing for additional customizations. -To open the full composer, click the :guilabel:`expand` icon in the bottom-right corner of the -composer window. +To open the full composer, click the :icon:`fa-expand` :guilabel:`(expand)` icon in the bottom-right +corner of the composer window. .. figure:: chatter/chatter-expand-icon.png :align: center @@ -177,7 +180,8 @@ from the drop-down menu in the :guilabel:`Load template` field. .. note:: The number and type of templates available vary, based on the record the message is created from. -Click :guilabel:`📎 Attachments` to add any files to the message, then click :guilabel:`Send`. +Click :icon:`fa-paperclip` :guilabel:`(paperclip)` icon to add any files to the message, then click +:guilabel:`Send`. .. image:: chatter/chatter-full-composer.png :align: center @@ -193,8 +197,8 @@ information. When messages are edited after they have been sent, an updated message is **not** sent to the recipient. -To edit a sent message, click the :guilabel:`... (ellipsis)` icon menu to the right of the message. -Then, select :guilabel:`Edit`. Make any necessary adjustments to the message. +To edit a sent message, click the :icon:`fa-ellipsis-h` :guilabel:`(ellipsis)` icon menu to the +right of the message. Then, select :guilabel:`Edit`. Make any necessary adjustments to the message. .. image:: chatter/chatter-edit.png :align: center @@ -217,12 +221,13 @@ keywords. First, select a record with a chatter thread. For example, to search a *CRM* opportunity, navigate to :menuselection:`CRM app --> Sales --> My Pipeline`, and click on the Kanban card of an -opportunity to open it. Then, at the top-right, above the chatter composer, click the :guilabel:`🔍 -(magnifying glass)` icon to open the search bar. +opportunity to open it. Then, at the top-right, above the chatter composer, click the +:icon:`oi-search` :guilabel:`(search)` icon to open the search bar. -Enter a keyword or phrase into the search bar, then hit :command:`Enter`, or click the :guilabel:`🔍 -(magnifying glass)` icon to the right of the search bar. Any messages or notes containing the -keyword or phrase entered are listed below the search bar, with the keyword highlighted. +Enter a keyword or phrase into the search bar, then hit :command:`Enter`, or click the +:icon:`oi-search` :guilabel:`(search)` icon to the right of the search bar. Any messages or notes +containing the keyword or phrase entered are listed below the search bar, with the keyword +highlighted. To be taken directly to a particular message in the chatter thread, hover over the upper-right corner of the result to reveal a :guilabel:`Jump` button. Click this button to be directed to that @@ -287,7 +292,8 @@ and are color-coded based on their due date. :alt: A chatter thread with planned activities with varying due dates. .. tip:: - Click the :guilabel:`ℹī¸ (info)` icon next to a planned activity to see additional details. + Click the :icon:`fa-info-circle` :guilabel:`(info)` icon next to a planned activity to see + additional details. .. image:: chatter/planned-activity-details.png :align: center @@ -315,11 +321,11 @@ record. .. note:: After a file has been added to a chatter thread, it can be downloaded by any user with access to - the thread. Click the :guilabel:`📎 (paperclip)` icon to make the files header visible, if - necessary. Then, click the download icon on the file to download it. + the thread. Click the |paperclip| to make the files header visible, if necessary. Then, click the + :icon:`fa-download` :guilabel:`(download)` icon the file to download it. -To attach a file, click the :guilabel:`📎 (paperclip)` icon located at the top of the chatter -composer of any record that contains a chatter thread. +To attach a file, click the |paperclip| located at the top of the chatter composer of any record +that contains a chatter thread. This opens a file explorer pop-up window. Navigate to the desired file, select it, then click :guilabel:`Open` to add it to the record. Alternatively, files can be dragged and dropped directly @@ -331,13 +337,12 @@ heading. .. note:: After at least one file has been added to a chatter record, a new button labeled :guilabel:`Attach files` appears below the :guilabel:`Files` heading. To attach any additional - files, this is the button that **must** be used, instead of the :guilabel:`📎 (paperclip)` icon - at the top of the chatter thread. + files, this is the button that **must** be used, instead of the |paperclip| at the top of the + chatter thread. - After the :guilabel:`Files` section heading appears in the thread, clicking the :guilabel:`📎 - (paperclip)` icon no longer opens a file explorer pop-up window. Instead, clicking the - :guilabel:`📎 (paperclip)` icon toggles the :guilabel:`Files` section from visible to invisible - in the chatter thread. + After the :guilabel:`Files` section heading appears in the thread, clicking the |paperclip| no + longer opens a file explorer pop-up window. Instead, clicking the |paperclip| toggles the + :guilabel:`Files` section from visible to invisible in the chatter thread. .. image:: chatter/chatter-attach-files.png :align: center @@ -399,9 +404,10 @@ changes. Translate a chatter message ~~~~~~~~~~~~~~~~~~~~~~~~~~~ -To translate a user's text from another language, click the :guilabel:`... (ellipsis)` icon menu to -the right of the chatter. Then, select :guilabel:`Translate`. The content translates to the -language set in the :doc:`user's preferences <../../general/users/language/>`. +To translate a user's text from another language, click the :icon:`fa-ellipsis-h` +:guilabel:`(ellipsis)` menu to the right of the chatter. Then, select :guilabel:`Translate`. The +content translates to the language set in the :doc:`user's preferences +<../../general/users/language/>`. .. image:: chatter/chatter-translate-message.png :align: center