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Author SHA1 Message Date
mcsi-odoo
421a09b7bc [IMP] studio: adding link about accessing studio
Task-3761784
2025-02-11 13:27:38 +01:00
3 changed files with 6 additions and 5 deletions

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@ -21,7 +21,7 @@ can, in any app, add or modify:
- :doc:`Fields <studio/fields>` - :doc:`Fields <studio/fields>`
- :doc:`Views <studio/views>` - :doc:`Views <studio/views>`
- :doc:`Models <studio/models_modules_apps>` - :doc:`Models <studio/models_modules_apps>`
- :doc:`Automated actions <studio/automated_actions>` - :doc:`Automation rules <studio/automated_actions>`
- :doc:`PDF reports <studio/pdf_reports>` - :doc:`PDF reports <studio/pdf_reports>`
- :doc:`Approval rules <studio/approval_rules>` - :doc:`Approval rules <studio/approval_rules>`
- Security rules - Security rules

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@ -2,13 +2,13 @@
Approval rules Approval rules
============== ==============
Studio approval rules allow you to require the approval of one or several users before an action can Approval rules are used to automate approval processes for actions. They allow you to define
be performed using a button. the criteria for when an approval is required before an action can be performed using a button.
Configuration Configuration
============= =============
To add an approval rule: To add approval rules with Studio, proceed as follows:
#. :ref:`Open Studio <studio/access>` and switch to the required :doc:`view <views>`. #. :ref:`Open Studio <studio/access>` and switch to the required :doc:`view <views>`.
#. Select the button to which the rule should be applied. #. Select the button to which the rule should be applied.

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@ -6,7 +6,8 @@ Automation rules are used to trigger automatic changes based on user actions (e.
modification when a field is set to a specific value), email events, time conditions (e.g., archive modification when a field is set to a specific value), email events, time conditions (e.g., archive
a record 7 days after its last update), or external events. a record 7 days after its last update), or external events.
To create an automation rule with Studio, proceed as follows: To create an automated action with Studio, :ref:`open Studio <studio/access>`, then go to
:guilabel:`Automations` and click :guilabel:`New`.
#. Open Studio and click :guilabel:`Automations`, then :guilabel:`New`. #. Open Studio and click :guilabel:`Automations`, then :guilabel:`New`.
#. Select the :ref:`studio/automated-actions/trigger` and, if necessary, fill in the fields that #. Select the :ref:`studio/automated-actions/trigger` and, if necessary, fill in the fields that