[IMP] CRM: rewrite gamification config section

closes odoo/documentation#9139

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 68c2cd9f13
commit e98c036d4f
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 Configuration
============= =============
To install the *Gamification* module, navigate to the :menuselection:`Apps` application. Click into To install the *CRM Gamification* module, navigate to the :menuselection:`Apps` application. Click
the :guilabel:`Search...` bar at the top of the page and remove the :guilabel:`Apps` filter. Type into the :guilabel:`Search...` bar at the top of the page and remove the :guilabel:`Apps` filter.
`Gamification` to search. Type `CRM 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.
On the :guilabel:`CRM Gamification` module, click :guilabel:`Install`. This module features goals On the :guilabel:`CRM Gamification` module, click :guilabel:`Install`. This module features goals
and challenges related to the *CRM* and *Sales* applications. 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. :alt: View of the gamification module being installed in Odoo.
.. note:: .. note::
If both the *CRM* and *Sales* apps are installed, the *CRM Gamification* module is automatically If **both** the *CRM* and *Sales* apps are installed, the *CRM Gamification* module is
installed on the database. automatically installed on the database.
To access the *Gamification Tools* menu, first enable :ref:`developer-mode`. 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 .. image:: gamification/gamification-tools-menu.png
:align: center :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: .. _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. appropriate users from this drop-down list.
- :guilabel:`People having some badges`: this badge can only be granted by users who have already - :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, 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 :guilabel:`Required Badges`. Use this drop-down list to select the badge(s) a user must have
can award this badge to others. before they can award this badge to others.
- :guilabel:`No one, assigned through challenges`: this badge cannot be manually granted, it can - :guilabel:`No one, assigned through challenges`: this badge cannot be manually granted, it can
only be awarded through challenges. only be awarded through challenges.
@ -107,6 +103,7 @@ necessary, click into the third field to further define the parameter.
.. tip:: .. tip::
To include all users with permissions in the *Sales* app, create a rule with the following To include all users with permissions in the *Sales* app, create a rule with the following
parameters: parameters:
- :guilabel:`Groups` - :guilabel:`Groups`
- :guilabel:`is in` - :guilabel:`is in`
- `Sales/User: Own Documents Only` - `Sales/User: Own Documents Only`

Binary file not shown.

Before

Width:  |  Height:  |  Size: 21 KiB

After

Width:  |  Height:  |  Size: 11 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 13 KiB

After

Width:  |  Height:  |  Size: 11 KiB