# SOME DESCRIPTIVE TITLE. # Copyright (C) Odoo S.A. # This file is distributed under the same license as the Odoo package. # FIRST AUTHOR , YEAR. # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" "POT-Creation-Date: 2025-02-20 08:51+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" "Content-Transfer-Encoding: 8bit\n" #: ../../content/applications/studio.rst:6 msgid "Studio" msgstr "" #: ../../content/applications/studio.rst:18 msgid "Studio is a toolbox that allows you to customize Odoo without coding knowledge. For example, you can, in any app, add or modify:" msgstr "" #: ../../content/applications/studio.rst:21 msgid ":doc:`Fields and widgets `" msgstr "" #: ../../content/applications/studio.rst:22 msgid ":doc:`Views `" msgstr "" #: ../../content/applications/studio.rst:23 msgid ":doc:`Models, modules and apps `" msgstr "" #: ../../content/applications/studio.rst:24 msgid ":doc:`Automated actions (automations) `" msgstr "" #: ../../content/applications/studio.rst:25 msgid ":doc:`PDF reports `" msgstr "" #: ../../content/applications/studio.rst:26 msgid ":doc:`Approval rules `" msgstr "" #: ../../content/applications/studio.rst:27 msgid "Security rules" msgstr "" #: ../../content/applications/studio.rst:29 msgid "You can also :doc:`build an app from scratch `." msgstr "" #: ../../content/applications/studio.rst:33 msgid "To access Studio, navigate to the app and model you want to modify, then click the **Toggle Studio** button, or vice versa." msgstr "" #: ../../content/applications/studio.rst:36 msgid "To close Studio, click :guilabel:`Close` in the upper right corner." msgstr "" #: ../../content/applications/studio.rst:39 msgid "`Odoo Tutorials: Studio `_" msgstr "" #: ../../content/applications/studio/approval_rules.rst:3 msgid "Approval rules" msgstr "" #: ../../content/applications/studio/approval_rules.rst:5 msgid "Approval rules are used to automate approval processes for actions. They allow you to define the criteria for when an approval is required before an action can be performed using a button." msgstr "" #: ../../content/applications/studio/approval_rules.rst:9 msgid "Configuration" msgstr "" #: ../../content/applications/studio/approval_rules.rst:11 msgid "To add approval rules with Studio, proceed as follows:" msgstr "" #: ../../content/applications/studio/approval_rules.rst:13 msgid ":ref:`Open Studio ` and switch to the required :doc:`view `." msgstr "" #: ../../content/applications/studio/approval_rules.rst:14 msgid "Select the button for which you want to add approval rules." msgstr "" #: ../../content/applications/studio/approval_rules.rst:15 msgid "In the :guilabel:`Properties` tab on the left, enable the :guilabel:`Set approval rules` feature." msgstr "" #: ../../content/applications/studio/approval_rules.rst:17 msgid "Specify the :guilabel:`Approval Group` to limit the approval permission to a specific user group." msgstr "" #: ../../content/applications/studio/approval_rules.rst:19 msgid "Define the :guilabel:`Responsible` user to create an activity for a specific user when an approval is requested from them." msgstr "" #: ../../content/applications/studio/approval_rules.rst:21 msgid "Add a :guilabel:`Description` to be displayed in the :ref:`Approval dialog `." msgstr "" #: ../../content/applications/studio/approval_rules.rst:22 msgid "Enable :guilabel:`Limit approver to this rule` to require approvers to be different users (when there are multiple approval rules)." msgstr "" #: ../../content/applications/studio/approval_rules.rst:25 msgid "Optionally, you can also add conditions for the approval rule to be applied by clicking the :icon:`fa-filter` (:guilabel:`filter`) icon next to the :guilabel:`Approval Group` field." msgstr "" #: ../../content/applications/studio/approval_rules.rst:28 msgid "Click :guilabel:`Add an approval rule` to add another rule." msgstr "" #: ../../content/applications/studio/approval_rules.rst:30 msgid "Click the :icon:`fa-trash` (:guilabel:`trash`) icon next to the :guilabel:`Approval group` field to delete the approval rule." msgstr "" #: ../../content/applications/studio/approval_rules.rst:34 msgid "You can create :ref:`user groups ` specifically for approvals." msgstr "" #: ../../content/applications/studio/approval_rules.rst:39 msgid "Use" msgstr "" #: ../../content/applications/studio/approval_rules.rst:41 msgid "Once approval rules have been defined for a button:" msgstr "" #: ../../content/applications/studio/approval_rules.rst:43 msgid "A **user avatar** icon is displayed next to the button's label for each approval rule that has been defined." msgstr "" #: ../../content/applications/studio/approval_rules.rst:0 msgid "Confirm button with approval for purchase orders" msgstr "" #: ../../content/applications/studio/approval_rules.rst:49 msgid "When an unauthorized user clicks the button, an error message is displayed in the top-right corner and an activity is created for the user specified in the :guilabel:`Responsible` field." msgstr "" #: ../../content/applications/studio/approval_rules.rst:51 msgid "Only users from the group defined in the :guilabel:`Approval Group` field are allowed to approve or reject the action." msgstr "" #: ../../content/applications/studio/approval_rules.rst:54 msgid "Authorized users can:" msgstr "" #: ../../content/applications/studio/approval_rules.rst:56 msgid "approve and perform the action by clicking the button;" msgstr "" #: ../../content/applications/studio/approval_rules.rst:57 msgid "approve the action and allow another user to perform it by clicking the **user avatar** icon next to the button's label, then clicking the :icon:`fa-check` (:guilabel:`Approve`) button in the dialog that opens." msgstr "" #: ../../content/applications/studio/approval_rules.rst:60 msgid "reject the action by clicking the **user avatar** icon next to the button's label, then clicking the :icon:`fa-times` (:guilabel:`Reject`) button in the dialog that opens." msgstr "" #: ../../content/applications/studio/approval_rules.rst:-1 msgid "Approval dialog" msgstr "" #: ../../content/applications/studio/approval_rules.rst:67 msgid "The user who approved/rejected the action can revoke their decision by clicking the **user avatar** icon next to the button's label, then clicking the :icon:`fa-undo` (:guilabel:`Revoke`) button." msgstr "" #: ../../content/applications/studio/approval_rules.rst:70 msgid "Approvals are tracked in the record's chatter. An approval entry is also created every time a Studio approval-related action is performed. To access the approval entries, :doc:`activate the developer mode ` and go to :menuselection:`Settings --> Technical --> Studio Approval Entries`." msgstr "" #: ../../content/applications/studio/automated_actions.rst:3 msgid "Automated actions (automations)" msgstr "" #: ../../content/applications/studio/automated_actions.rst:5 msgid "Automated actions are used to trigger automatic changes based on user actions (e.g., apply a modification when a field is set to a specific value) or on time conditions (e.g., archive a record 7 days after its last update)." msgstr "" #: ../../content/applications/studio/automated_actions.rst:9 msgid "To create an automated action with Studio, :ref:`open Studio `, then go to :guilabel:`Automations` and click :guilabel:`New`." msgstr "" #: ../../content/applications/studio/automated_actions.rst:12 msgid "For every automated action you create, the following elements should be defined: the :ref:`studio/automated-actions/model`, the :ref:`studio/automated-actions/trigger`, the :ref:`studio/automated-actions/apply-on`, and the :ref:`studio/automated-actions/action`." msgstr "" #: ../../content/applications/studio/automated_actions.rst:0 msgid "Example of an automated action on the Subscription model" msgstr "" #: ../../content/applications/studio/automated_actions.rst:25 msgid "Model" msgstr "" #: ../../content/applications/studio/automated_actions.rst:27 msgid "Select the model where the automated action should be applied." msgstr "" #: ../../content/applications/studio/automated_actions.rst:30 msgid "The model you are on when you click on :guilabel:`Automations` is pre-selected by default." msgstr "" #: ../../content/applications/studio/automated_actions.rst:35 msgid "Trigger" msgstr "" #: ../../content/applications/studio/automated_actions.rst:37 msgid "Define when the automated action should be applied. Six triggers are available." msgstr "" #: ../../content/applications/studio/automated_actions.rst:42 msgid "On Creation" msgstr "" #: ../../content/applications/studio/automated_actions.rst:44 msgid "The action is triggered when a record is created and then saved." msgstr "" #: ../../content/applications/studio/automated_actions.rst:49 msgid "On Update" msgstr "" #: ../../content/applications/studio/automated_actions.rst:51 msgid "The action is triggered when a previously saved record is edited and then saved." msgstr "" #: ../../content/applications/studio/automated_actions.rst:53 msgid "Use :guilabel:`Trigger Fields` to specify which fields - and only those - trigger the action on their update." msgstr "" #: ../../content/applications/studio/automated_actions.rst:55 msgid "To detect when a record changes from one state to another, define a :guilabel:`Before Update Domain` filter, which checks if the condition is satisfied before the record is updated. Then set an :ref:`studio/automated-actions/apply-on` filter, which checks if the condition is met after the record is updated." msgstr "" #: ../../content/applications/studio/automated_actions.rst:61 msgid "If you want the automated action to happen when an email address is set on a contact, define the :guilabel:`Before Update Domain` to `Email is not set`, and the :guilabel:`Apply on` domain to `Email is set`." msgstr "" #: ../../content/applications/studio/automated_actions.rst:0 msgid "Example of an On Update trigger" msgstr "" #: ../../content/applications/studio/automated_actions.rst:72 msgid "On Creation & Update" msgstr "" #: ../../content/applications/studio/automated_actions.rst:74 msgid "The action is triggered when a record is created and saved or edited afterward and saved." msgstr "" #: ../../content/applications/studio/automated_actions.rst:79 msgid "On Deletion" msgstr "" #: ../../content/applications/studio/automated_actions.rst:81 msgid "The action is triggered when a record is deleted." msgstr "" #: ../../content/applications/studio/automated_actions.rst:84 msgid "This trigger is rarely used, as archiving records is usually preferred to deletion." msgstr "" #: ../../content/applications/studio/automated_actions.rst:89 msgid "Based on Form Modification" msgstr "" #: ../../content/applications/studio/automated_actions.rst:91 msgid "The action is triggered when any change is done to a trigger field's value on the :ref:`Form view `, even before saving the record. This trigger only works on the user interface when a modification is made by a user. If the field is changed through another action and not by the user, the action will not run." msgstr "" #: ../../content/applications/studio/automated_actions.rst:97 msgid "This trigger can only be used with the :ref:`Execute Python Code action `, so development is required." msgstr "" #: ../../content/applications/studio/automated_actions.rst:103 msgid "Based on Timed Condition" msgstr "" #: ../../content/applications/studio/automated_actions.rst:105 msgid "The action is triggered when a trigger field's date or date & time value is reached." msgstr "" #: ../../content/applications/studio/automated_actions.rst:107 msgid "To trigger the action after the :guilabel:`Trigger Date`, add a number of minutes, hours, days, or months under :guilabel:`Delay after trigger date`. To trigger the action before, add a negative number instead." msgstr "" #: ../../content/applications/studio/automated_actions.rst:112 msgid "If you want to send a reminder email 30 minutes before the start of a calendar event, select the :guilabel:`Start (Calendar Event)` under :guilabel:`Trigger Date` and set the :guilabel:`Delay after trigger date` to **-30** :guilabel:`Minutes`." msgstr "" #: ../../content/applications/studio/automated_actions.rst:0 msgid "Example of a Based on Timed Condition trigger" msgstr "" #: ../../content/applications/studio/automated_actions.rst:121 msgid "By default, the scheduler checks for trigger dates every 4 hours." msgstr "" #: ../../content/applications/studio/automated_actions.rst:126 msgid "Apply on" msgstr "" #: ../../content/applications/studio/automated_actions.rst:128 msgid "Define on which records of the model the automated action should be applied. It works the same way as when you apply filters on a model." msgstr "" #: ../../content/applications/studio/automated_actions.rst:134 msgid "Action To Do" msgstr "" #: ../../content/applications/studio/automated_actions.rst:136 msgid "Determine what the automated action should do (server action). There are eight types of action to choose from." msgstr "" #: ../../content/applications/studio/automated_actions.rst:142 msgid "Execute Python Code" msgstr "" #: ../../content/applications/studio/automated_actions.rst:144 msgid "The action is used to execute Python code. The available variables are described on the :guilabel:`Python Code` tab, which is also used to write your code, or on the :guilabel:`Help` tab." msgstr "" #: ../../content/applications/studio/automated_actions.rst:147 msgid "To allow the action to be run through the website, tick :guilabel:`Available on the Website` and add a :guilabel:`Website Path`." msgstr "" #: ../../content/applications/studio/automated_actions.rst:153 msgid "Create a new Record" msgstr "" #: ../../content/applications/studio/automated_actions.rst:155 msgid "The action is used to create a new record on any model." msgstr "" #: ../../content/applications/studio/automated_actions.rst:158 msgid "Selecting a :guilabel:`Target Model` is only required if you want to target another model than the one you are on." msgstr "" #: ../../content/applications/studio/automated_actions.rst:161 msgid "To link the record that triggered the creation of the new record, select a field under :guilabel:`Link Field`. For example, you could create a contact automatically when a lead is turned into an opportunity." msgstr "" #: ../../content/applications/studio/automated_actions.rst:164 msgid ":guilabel:`Data to Write` tab: the tab is used to specify the new record's values. After selecting a :guilabel:`Field`, select its :guilabel:`Evaluation Type`:" msgstr "" #: ../../content/applications/studio/automated_actions.rst:167 msgid ":guilabel:`Value`: used to directly give the field's raw value in the :guilabel:`Value` column." msgstr "" #: ../../content/applications/studio/automated_actions.rst:168 msgid ":guilabel:`Reference`: used to select the record under the :guilabel:`Record` column and let Studio add the internal ID in the :guilabel:`Value` column." msgstr "" #: ../../content/applications/studio/automated_actions.rst:172 msgid "If an automated action creates a new task in a project, you can assign it to a specific user by setting the :guilabel:`Field` to :guilabel:`Responsible User (Project)`, the :guilabel:`Evaluation Type` to :guilabel:`Reference`, and the :guilabel:`Record` to a specific user." msgstr "" #: ../../content/applications/studio/automated_actions.rst:0 msgid "Example of a Create a new Record action" msgstr "" #: ../../content/applications/studio/automated_actions.rst:181 msgid ":guilabel:`Python expression`: used to dynamically define the newly created record’s value for a field using Python code in the :guilabel:`Value` column." msgstr "" #: ../../content/applications/studio/automated_actions.rst:187 msgid "Update the Record" msgstr "" #: ../../content/applications/studio/automated_actions.rst:189 msgid "The action is used to set value(s) for field(s) of any record on the current model." msgstr "" #: ../../content/applications/studio/automated_actions.rst:192 msgid "The process to fill in the :guilabel:`Data to Write` tab is the same as described under :ref:`studio/automated-actions/action/new-record`." msgstr "" #: ../../content/applications/studio/automated_actions.rst:198 msgid "Execute several actions" msgstr "" #: ../../content/applications/studio/automated_actions.rst:200 msgid "The action is used to trigger multiple actions at the same time. To do so, click on :guilabel:`Add a line` under the :guilabel:`Actions` tab. In the :guilabel:`Child Actions` pop-up, click on :guilabel:`Create` and configure the action." msgstr "" #: ../../content/applications/studio/automated_actions.rst:207 msgid "Send Email" msgstr "" #: ../../content/applications/studio/automated_actions.rst:209 msgid "The action is used to send an email to a contact linked to a specific record. To do so, select or create an :guilabel:`Email Template`." msgstr "" #: ../../content/applications/studio/automated_actions.rst:215 msgid "Add Followers" msgstr "" #: ../../content/applications/studio/automated_actions.rst:217 msgid "The action is used to subscribe existing contacts to the record." msgstr "" #: ../../content/applications/studio/automated_actions.rst:222 msgid "Create Next Activity" msgstr "" #: ../../content/applications/studio/automated_actions.rst:224 msgid "The action is used to schedule a new activity linked to the record. Use the :guilabel:`Activity` tab to set it up as usual, but instead of the :guilabel:`Assigned to` field, select an :guilabel:`Activity User Type`. Select :guilabel:`Specific User` and add the user under :guilabel:`Responsible` if the activity should always be assigned to the same user. To dynamically target a user linked to the record, select :guilabel:`Generic User From Record` instead and change the :guilabel:`User field name` if necessary." msgstr "" #: ../../content/applications/studio/automated_actions.rst:232 msgid "After a lead is turned into an opportunity, you want your automated action to set up a call for the user responsible for the lead. To do so, set the :guilabel:`Activity` to :guilabel:`Call` and set the :guilabel:`Activity User Type` to :guilabel:`Generic User From Record`." msgstr "" #: ../../content/applications/studio/automated_actions.rst:0 msgid "Example of a Create Next Activity action" msgstr "" #: ../../content/applications/studio/automated_actions.rst:243 msgid "Send SMS Text Message" msgstr "" #: ../../content/applications/studio/automated_actions.rst:245 msgid "The action is used to send an SMS to a contact linked to the record. To do so, select or create an :guilabel:`SMS Template`." msgstr "" #: ../../content/applications/studio/automated_actions.rst:249 msgid "If you want sent messages to be logged in the Chatter, tick :guilabel:`Log as Note`." msgstr "" #: ../../content/applications/studio/fields.rst:3 msgid "Fields and widgets" msgstr "" #: ../../content/applications/studio/fields.rst:5 msgid "Fields structure the models of a database. If you picture a model as a table or spreadsheet, fields are the columns where data is stored in the records (i.e., the rows). Fields also define the type of data that is stored within them. How the data is presented and formatted on the :abbr:`UI (User Interface)` is defined by their widget." msgstr "" #: ../../content/applications/studio/fields.rst:10 msgid "From a technical point of view, there are 15 field types in Odoo. However, you can choose from 20 fields in Studio, as some field types are available more than once with a different default widget." msgstr "" #: ../../content/applications/studio/fields.rst:14 msgid ":guilabel:`New Fields` can only be added to the :ref:`studio/views/general/form` and :ref:`studio/views/multiple-records/list` views. On other views, you can only add :guilabel:`Existing Fields` :dfn:`(fields already on the model)`." msgstr "" #: ../../content/applications/studio/fields.rst:21 msgid "Simple fields" msgstr "" #: ../../content/applications/studio/fields.rst:23 msgid "Simple fields contain basic values, such as text, numbers, files, etc." msgstr "" #: ../../content/applications/studio/fields.rst:26 #: ../../content/applications/studio/fields.rst:325 msgid "Non-default widgets, when available, are presented as bullet points below." msgstr "" #: ../../content/applications/studio/fields.rst:31 msgid "Text (`char`)" msgstr "" #: ../../content/applications/studio/fields.rst:33 msgid "The :guilabel:`Text` field is used for short text containing any character. One text line is displayed when filling out the field." msgstr "" #: ../../content/applications/studio/fields.rst:36 #: ../../content/applications/studio/fields.rst:220 msgid ":guilabel:`Badge`: displays the value inside a rounded shape, similar to a tag. The value cannot be edited on the UI, but a default value can be set." msgstr "" #: ../../content/applications/studio/fields.rst:38 #: ../../content/applications/studio/fields.rst:71 msgid ":guilabel:`Copy to Clipboard`: users can copy the value by clicking a button." msgstr "" #: ../../content/applications/studio/fields.rst:39 msgid ":guilabel:`E-mail`: the value becomes a clickable *mailto* link." msgstr "" #: ../../content/applications/studio/fields.rst:40 msgid ":guilabel:`Image`: displays an image using a URL. The value cannot be edited manually, but a default value can be set." msgstr "" #: ../../content/applications/studio/fields.rst:44 msgid "This works differently than selecting the :ref:`Image field ` directly, as the image is not stored in Odoo when using a :guilabel:`Text` field with the :guilabel:`Image` widget. For example, it can be useful if you want to save disk space." msgstr "" #: ../../content/applications/studio/fields.rst:49 msgid ":guilabel:`Phone`: the value becomes a clickable *tel* link." msgstr "" #: ../../content/applications/studio/fields.rst:52 msgid "Tick :guilabel:`Enable SMS` to add an option to send an SMS directly from Odoo next to the field." msgstr "" #: ../../content/applications/studio/fields.rst:55 msgid ":guilabel:`URL`: the value becomes a clickable URL." msgstr "" #: ../../content/applications/studio/fields.rst:0 msgid "Examples of Text fields with different widgets" msgstr "" #: ../../content/applications/studio/fields.rst:66 msgid "Multiline Text (`text`)" msgstr "" #: ../../content/applications/studio/fields.rst:68 msgid "The :guilabel:`Multiline Text` field is used for longer text containing any type of character. Two text lines are displayed on the UI when filling out the field." msgstr "" #: ../../content/applications/studio/fields.rst:0 msgid "Examples of Multiline Text fields with different widgets" msgstr "" #: ../../content/applications/studio/fields.rst:82 msgid "Integer (`integer`)" msgstr "" #: ../../content/applications/studio/fields.rst:84 msgid "The :guilabel:`Integer` field is used for all integer numbers (:dfn:`positive, negative, or zero, without a decimal`)." msgstr "" #: ../../content/applications/studio/fields.rst:87 msgid ":guilabel:`Percentage Pie`: displays the value inside a percentage circle, usually for a computed value. The value cannot be edited on the UI, but a default value can be set." msgstr "" #: ../../content/applications/studio/fields.rst:89 #: ../../content/applications/studio/fields.rst:118 msgid ":guilabel:`Progress Bar`: displays the value next to a percentage bar, usually for a computed value. The field cannot be edited manually, but a default value can be set." msgstr "" #: ../../content/applications/studio/fields.rst:91 msgid ":guilabel:`Handle`: displays a drag handle icon to order records manually in :ref:`List view `." msgstr "" #: ../../content/applications/studio/fields.rst:0 msgid "Examples of Integer fields with different widgets" msgstr "" #: ../../content/applications/studio/fields.rst:103 msgid "Decimal (`float`)" msgstr "" #: ../../content/applications/studio/fields.rst:105 msgid "The :guilabel:`Decimal` field is used for all decimal numbers (:dfn:`positive, negative, or zero, with a decimal`)." msgstr "" #: ../../content/applications/studio/fields.rst:109 msgid "Decimal numbers are displayed with two decimals after the decimal point on the UI, but they are stored in the database with more precision." msgstr "" #: ../../content/applications/studio/fields.rst:112 msgid ":guilabel:`Monetary`: it is similar to using the :ref:`Monetary field `. It is recommended to use the later as it offers more functionalities." msgstr "" #: ../../content/applications/studio/fields.rst:115 msgid ":guilabel:`Percentage`: displays a percent character `%` after the value." msgstr "" #: ../../content/applications/studio/fields.rst:116 msgid ":guilabel:`Percentage Pie`: displays the value inside a percentage circle, usually for a computed value. The field cannot be edited manually, but a default value can be set." msgstr "" #: ../../content/applications/studio/fields.rst:120 msgid ":guilabel:`Time`: the value must follow the *hh:mm* format, with a maximum of 59 minutes." msgstr "" #: ../../content/applications/studio/fields.rst:0 msgid "Examples of Decimal fields with different widgets" msgstr "" #: ../../content/applications/studio/fields.rst:131 msgid "Monetary (`monetary`)" msgstr "" #: ../../content/applications/studio/fields.rst:133 msgid "The :guilabel:`Monetary` field is used for all monetary values." msgstr "" #: ../../content/applications/studio/fields.rst:136 msgid "When you first add a :guilabel:`Monetary` field, you are prompted to add a :guilabel:`Currency` field if none exists already on the model. Odoo offers to add the :guilabel:`Currency` field for you. Once it is added, add the :guilabel:`Monetary` field again." msgstr "" #: ../../content/applications/studio/fields.rst:0 msgid "Example of a Monetary field along with its Currency field" msgstr "" #: ../../content/applications/studio/fields.rst:149 msgid "Html (`html`)" msgstr "" #: ../../content/applications/studio/fields.rst:151 msgid "The :guilabel:`Html` field is used to add text that can be edited using the Odoo HTML editor." msgstr "" #: ../../content/applications/studio/fields.rst:153 msgid ":guilabel:`Multiline Text`: disables the Odoo HTML editor to allow editing raw HTML." msgstr "" #: ../../content/applications/studio/fields.rst:0 msgid "Examples of Html fields with different widgets" msgstr "" #: ../../content/applications/studio/fields.rst:164 msgid "Date (`date`)" msgstr "" #: ../../content/applications/studio/fields.rst:166 msgid "The :guilabel:`Date` field is used to select a date on a calendar." msgstr "" #: ../../content/applications/studio/fields.rst:168 msgid ":guilabel:`Remaining Days`: the remaining number of days before the selected date is displayed (e.g., *In 5 days*), based on the current date." msgstr "" #: ../../content/applications/studio/fields.rst:0 msgid "Examples of Date fields with different widgets" msgstr "" #: ../../content/applications/studio/fields.rst:180 msgid "Date & Time (`datetime`)" msgstr "" #: ../../content/applications/studio/fields.rst:182 msgid "The :guilabel:`Date & Time` field is used to select a date on a calendar and a time on a clock. The user's current time is automatically used if no time is set." msgstr "" #: ../../content/applications/studio/fields.rst:185 msgid ":guilabel:`Date`: used to record the time without displaying it on the UI." msgstr "" #: ../../content/applications/studio/fields.rst:186 msgid ":guilabel:`Remaining days`: displays the remaining number of days before the selected date (e.g., *In 5 days*), based on the current date and time." msgstr "" #: ../../content/applications/studio/fields.rst:0 msgid "Examples of Date & Time fields with different widgets" msgstr "" #: ../../content/applications/studio/fields.rst:198 msgid "Checkbox (`boolean`)" msgstr "" #: ../../content/applications/studio/fields.rst:200 msgid "The :guilabel:`Checkbox` field is used when a value should only be true or false, indicated by checking or unchecking a checkbox." msgstr "" #: ../../content/applications/studio/fields.rst:203 msgid ":guilabel:`Button`: displays a radio button. The widget works without switching to the edit mode." msgstr "" #: ../../content/applications/studio/fields.rst:204 msgid ":guilabel:`Toggle`: displays a toggle button. The widget works without switching to the edit mode." msgstr "" #: ../../content/applications/studio/fields.rst:0 msgid "Examples of Checkbox fields with different widgets" msgstr "" #: ../../content/applications/studio/fields.rst:215 msgid "Selection (`selection`)" msgstr "" #: ../../content/applications/studio/fields.rst:217 msgid "The :guilabel:`Selection` field is used when users should select a single value from a group of predefined values." msgstr "" #: ../../content/applications/studio/fields.rst:222 msgid ":guilabel:`Badges`: displays all selectable values simultaneously inside rectangular shapes, organized horizontally." msgstr "" #: ../../content/applications/studio/fields.rst:224 msgid ":guilabel:`Priority`: displays star symbols instead of values, which can be used to indicate an importance or satisfaction level, for example. This has the same effect as selecting the :ref:`Priority field `, although, for the latter, four priority values are already predefined." msgstr "" #: ../../content/applications/studio/fields.rst:228 #: ../../content/applications/studio/fields.rst:352 msgid ":guilabel:`Radio`: displays all selectable values at the same time as radio buttons." msgstr "" #: ../../content/applications/studio/fields.rst:231 msgid "By default, radio buttons are organized vertically. Tick :guilabel:`display horizontally` to switch the way they are displayed." msgstr "" #: ../../content/applications/studio/fields.rst:0 msgid "Examples of Selection fields with different widgets" msgstr "" #: ../../content/applications/studio/fields.rst:243 msgid "Priority (`selection`)" msgstr "" #: ../../content/applications/studio/fields.rst:245 msgid "The :guilabel:`Priority` field is used to display a three-star rating system, which can be used to indicate importance or satisfaction level. This field type is a :ref:`Selection field ` with the :guilabel:`Priority` widget selected by default and four priority values predefined. Consequently, the :guilabel:`Badge`, :guilabel:`Badges`, :guilabel:`Radio`, and :guilabel:`Selection` widgets have the same effects as described under :ref:`Selection `." msgstr "" #: ../../content/applications/studio/fields.rst:253 msgid "To change the number of available stars by adding or removing values, click :guilabel:`Edit Values`. Note that the first value is equal to 0 stars (i.e., when no selection is made), so having four values results in a three-star rating system, for example." msgstr "" #: ../../content/applications/studio/fields.rst:0 msgid "Example of a Priority field" msgstr "" #: ../../content/applications/studio/fields.rst:266 msgid "File (`binary`)" msgstr "" #: ../../content/applications/studio/fields.rst:268 msgid "The :guilabel:`File` field is used to upload any type of file, or sign a form (:guilabel:`Sign` widget)." msgstr "" #: ../../content/applications/studio/fields.rst:271 msgid ":guilabel:`Image`: users can upload an image file, which is then displayed in :ref:`Form view `. This has the same effect as using the :ref:`Image field `." msgstr "" #: ../../content/applications/studio/fields.rst:274 msgid ":guilabel:`PDF Viewer`: users can upload a PDF file, which can be then browsed from the :ref:`Form view `." msgstr "" #: ../../content/applications/studio/fields.rst:276 msgid ":guilabel:`Sign`: users can electronically sign the form. This has the same effect as selecting the :ref:`Sign field `." msgstr "" #: ../../content/applications/studio/fields.rst:0 msgid "Examples of File fields with different widgets" msgstr "" #: ../../content/applications/studio/fields.rst:288 msgid "Image (`binary`)" msgstr "" #: ../../content/applications/studio/fields.rst:290 msgid "The :guilabel:`Image` field is used to upload an image and display it in :ref:`Form view `. This field type is a :ref:`File field ` with the :guilabel:`Image` widget selected by default. Consequently, the :guilabel:`File`, :guilabel:`PDF Viewer`, and :guilabel:`Sign` widgets have the same effects as described under :ref:`File `." msgstr "" #: ../../content/applications/studio/fields.rst:297 msgid "To change the display size of uploaded images, select :guilabel:`Small`, :guilabel:`Medium`, or :guilabel:`Large` under the :guilabel:`Size` option." msgstr "" #: ../../content/applications/studio/fields.rst:303 msgid "Sign (`binary`)" msgstr "" #: ../../content/applications/studio/fields.rst:305 msgid "The :guilabel:`Sign` field is used to sign the form electronically. This field type is a :ref:`File field ` with the :guilabel:`Sign` widget selected by default. Consequently, the :guilabel:`File`, :guilabel:`Image`, and :guilabel:`PDF Viewer` widgets have the same effects as described under :ref:`File `." msgstr "" #: ../../content/applications/studio/fields.rst:311 msgid "To give users the :guilabel:`Auto` option when having to draw their signature, select one of the available :guilabel:`Auto-complete with` fields (:ref:`Text `, :ref:`Many2One `, and :ref:`Related Field ` on the model only). The signature is automatically generated using the data from the selected field." msgstr "" #: ../../content/applications/studio/fields.rst:320 msgid "Relational fields" msgstr "" #: ../../content/applications/studio/fields.rst:322 msgid "Relational fields are used to link and display the data from records on another model." msgstr "" #: ../../content/applications/studio/fields.rst:330 msgid "Many2One (`many2one`)" msgstr "" #: ../../content/applications/studio/fields.rst:332 msgid "The :guilabel:`Many2One` field is used to link another record (from another model) to the record being edited. The record's name from the other model is then displayed on the record being edited." msgstr "" #: ../../content/applications/studio/fields.rst:336 msgid "On the *Sales Order* model, the :guilabel:`Customer` field is a :guilabel:`Many2One` field pointing at the *Contact* model. This allows **many** sales orders to be linked to **one** contact (customer)." msgstr "" #: ../../content/applications/studio/fields.rst:0 msgid "Diagram showing a many2one relationship" msgstr "" #: ../../content/applications/studio/fields.rst:345 msgid "To prevent users from creating a new record in the linked model, tick :guilabel:`Disable creation`." msgstr "" #: ../../content/applications/studio/fields.rst:347 msgid "To prevent users from opening records in a pop-up window, tick :guilabel:`Disable opening`." msgstr "" #: ../../content/applications/studio/fields.rst:348 msgid "To help users only select the right record, click on :guilabel:`Domain` to create a filter." msgstr "" #: ../../content/applications/studio/fields.rst:350 msgid ":guilabel:`Badge`: displays the value inside a rounded shape, similar to a tag. The value cannot be edited on the UI." msgstr "" #: ../../content/applications/studio/fields.rst:357 msgid "One2Many (`one2many`)" msgstr "" #: ../../content/applications/studio/fields.rst:359 msgid "The :guilabel:`One2Many` field is used to display the existing relations between a record on the current model and multiple records from another model." msgstr "" #: ../../content/applications/studio/fields.rst:363 msgid "You could add a :guilabel:`One2Many` field on the *Contact* model to look at **one** customer's **many** sales orders." msgstr "" #: ../../content/applications/studio/fields.rst:0 msgid "Diagram showing a one2many relationship" msgstr "" #: ../../content/applications/studio/fields.rst:371 msgid "To use a :guilabel:`One2Many` field, the two models must have been linked already using a :ref:`Many2One field `. One2Many relations do not exist independently: a reverse-search of existing Many2One relations is performed." msgstr "" #: ../../content/applications/studio/fields.rst:378 msgid "Lines (`one2many`)" msgstr "" #: ../../content/applications/studio/fields.rst:380 msgid "The :guilabel:`Lines` field is used to create a table with rows and columns (e.g., the lines of products on a sales order)." msgstr "" #: ../../content/applications/studio/fields.rst:384 msgid "To modify the columns, click on the :guilabel:`Lines` field and then :guilabel:`Edit List View`. To edit the form that pops up when a user clicks on :guilabel:`Add a line`, click on :guilabel:`Edit Form View` instead." msgstr "" #: ../../content/applications/studio/fields.rst:0 msgid "Example of a Lines field" msgstr "" #: ../../content/applications/studio/fields.rst:397 msgid "Many2Many (`many2many`)" msgstr "" #: ../../content/applications/studio/fields.rst:399 msgid "The :guilabel:`Many2Many` field is used to link multiple records from another model to multiple records on the current model. Many2Many fields can use :guilabel:`Disable creation`, :guilabel:`Disable opening`, :guilabel:`Domain`, just like :ref:`Many2One fields `." msgstr "" #: ../../content/applications/studio/fields.rst:405 msgid "On the *Task* model, the :guilabel:`Assignees` field is a :guilabel:`Many2Many` field pointing at the *Contact* model. This allows a single user to be assigned to **many** tasks and **many** users to be assigned to a single task." msgstr "" #: ../../content/applications/studio/fields.rst:0 msgid "Diagram showing many2many relationships" msgstr "" #: ../../content/applications/studio/fields.rst:413 msgid ":guilabel:`Checkboxes`: users can select several values using checkboxes." msgstr "" #: ../../content/applications/studio/fields.rst:414 msgid ":guilabel:`Tags`: users can select several values appearing in rounded shapes, also known as *tags*. This has the same effect as selecting the :ref:`Tags field `." msgstr "" #: ../../content/applications/studio/fields.rst:421 msgid "Tags (`many2many`)" msgstr "" #: ../../content/applications/studio/fields.rst:423 msgid "The :guilabel:`Tags` field is used to display several values from another model appearing in rounded shapes, also known as *tags*. This field type is a :ref:`Many2Many field ` with the :guilabel:`Tags` widget selected by default. Consequently, the :guilabel:`Checkboxes` and :guilabel:`Many2Many` widgets have the same effects as described under :ref:`Many2Many `." msgstr "" #: ../../content/applications/studio/fields.rst:430 msgid "To display tags with different background colors, tick :guilabel:`Use colors`." msgstr "" #: ../../content/applications/studio/fields.rst:0 msgid "Example of a Tags field" msgstr "" #: ../../content/applications/studio/fields.rst:441 msgid "Related Field (`related`)" msgstr "" #: ../../content/applications/studio/fields.rst:443 msgid "A :guilabel:`Related Field` is not a relational field per se; no relationship is created between models. It uses an existing relationship to fetch and display information from another record." msgstr "" #: ../../content/applications/studio/fields.rst:447 msgid "To display the email address of a customer on the *Sales Order* model, use the :guilabel:`Related Field` `partner_id.email` by selecting :guilabel:`Customer` and then :guilabel:`Email`." msgstr "" #: ../../content/applications/studio/fields.rst:453 msgid "Properties" msgstr "" #: ../../content/applications/studio/fields.rst:455 msgid ":guilabel:`Invisible`: When it is not necessary for users to view a field on the UI, tick :guilabel:`Invisible`. It helps clear the UI by only showing the essential fields depending on a specific situation." msgstr "" #: ../../content/applications/studio/fields.rst:460 msgid "On the *Form* view of the *Contact* model, the :guilabel:`Title` field only appears when :guilabel:`Individual` is selected, as that field would not be helpful for a :guilabel:`Company` contact." msgstr "" #: ../../content/applications/studio/fields.rst:465 msgid "The :guilabel:`Invisible` attribute also applies to Studio. To view hidden fields inside Studio, click on a view's :guilabel:`View` tab and tick :guilabel:`Show Invisible Elements`." msgstr "" #: ../../content/applications/studio/fields.rst:469 msgid ":guilabel:`Required`: If a field should always be completed by the user before being able to proceed, tick :guilabel:`Required`." msgstr "" #: ../../content/applications/studio/fields.rst:471 msgid ":guilabel:`Read only`: If users should not be able to modify a field, tick :guilabel:`Read only`." msgstr "" #: ../../content/applications/studio/fields.rst:474 msgid "You can choose to apply these three properties only for specific records by clicking on :guilabel:`Conditional` and creating a filter." msgstr "" #: ../../content/applications/studio/fields.rst:477 msgid ":guilabel:`Label`: The :guilabel:`Label` is the field's name on the UI." msgstr "" #: ../../content/applications/studio/fields.rst:480 msgid "This is not the same name as used in the PostgreSQL database. To view and change the latter, activate the :ref:`Developer mode `, and edit the :guilabel:`Technical Name`." msgstr "" #: ../../content/applications/studio/fields.rst:483 msgid ":guilabel:`Help Tooltip`: To explain the purpose of a field, write a description under :guilabel:`Help Tooltip`. It is displayed inside a tooltip box when hovering with your mouse over the field's label." msgstr "" #: ../../content/applications/studio/fields.rst:486 msgid ":guilabel:`Placeholder`: To provide an example of how a field should be completed, write it under :guilabel:`Placeholder`. It is displayed in light gray in lieu of the field's value." msgstr "" #: ../../content/applications/studio/fields.rst:488 msgid ":guilabel:`Widget`: To change the default appearance or functionality of a field, select one of the available widgets." msgstr "" #: ../../content/applications/studio/fields.rst:490 msgid ":guilabel:`Default value`: To add a default value to a field when a record is created, use :guilabel:`Default value`." msgstr "" #: ../../content/applications/studio/fields.rst:492 msgid ":guilabel:`Limit visibility to groups`: To limit which users can see the field, select a user access group." msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:3 msgid "Models, modules, and apps" msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:5 msgid "Models determine the logical structure of a database and how data is stored, organized, and manipulated. In other words, a model is a table of information that can be linked with other tables. A model usually represents a business concept, such as a *sales order*, *contact*, or *product*." msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:9 msgid "Modules and apps contain various elements, such as models, views, data files, web controllers, and static web data." msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:13 msgid "All apps are modules. Larger, standalone modules are typically referred to as apps, whereas other modules usually serve as add-ons to said apps." msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:19 msgid "Suggested features" msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:21 msgid "When you create a new model or app with Studio, you can choose to add up to 14 features to speed up the creation process. These features bundle fields, default settings, and views that are usually used together to provide some standard functionality. Most of these features can be added later on, but adding them from the start makes the model creation process much easier. Furthermore, these features interact together in some cases to increase their usefulness." msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:28 msgid "Creating a model with the :ref:`studio/models-modules-apps/suggested-features/picture` and :ref:`studio/models-modules-apps/suggested-features/pipeline-stages` features enabled adds the image in the card layout of the :ref:`Kanban view `." msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:0 msgid "Combination of the Picture and Pipeline stages features on the Kanban view" msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:39 msgid "Contact details" msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:41 msgid "Selecting :guilabel:`Contact details` adds to the :ref:`Form view ` a :ref:`Many2One field ` linked to the *Contact* model and two of its :ref:`Related Fields `: :guilabel:`Phone` and :guilabel:`Email`. The :guilabel:`Contact` field is also added to the :ref:`List view `, and the :ref:`Map view ` is activated." msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:0 msgid "Contact details feature on the Form view" msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:57 msgid "User assignment" msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:59 msgid "Selecting :guilabel:`User assignment` adds to the :ref:`Form view ` a :ref:`Many2One field ` linked to the *Contact* model, with the following :guilabel:`Domain`: `Share User is not set` to only allow the selection of *Internal Users*. In addition, the :guilabel:`many2one_avatar_user` widget is used to display the user's avatar. The :guilabel:`Responsible` field is also added to the :ref:`List view `." msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:0 msgid "User assignment feature on the Form view" msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:75 msgid "Date & Calendar" msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:77 msgid "Selecting :guilabel:`Date & Calendar` adds to the :ref:`Form view ` a :ref:`Date field ` and activates the :ref:`Calendar view `." msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:84 msgid "Date range & Gantt" msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:86 msgid "Selecting :guilabel:`Date range & Gantt` adds to the :ref:`Form view ` two :ref:`Date fields ` next to each other: one to set a start date, the other to set an end date, using the :guilabel:`daterange` widget, and activates the :ref:`Gantt view `." msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:94 msgid "Pipeline stages" msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:96 msgid "Selecting :guilabel:`Pipeline stages` activates the :ref:`Kanban view `, adds several fields such as :ref:`Priority ` and :guilabel:`Kanban State`, and three stages: :guilabel:`New`, :guilabel:`In Progress`, and :guilabel:`Done`. The :guilabel:`Pipeline status bar` and the :guilabel:`Kanban State` field are added to the :ref:`Form view `. The :guilabel:`Color` field is added to the :ref:`List view `." msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:105 msgid "The :guilabel:`Pipeline stages` feature can be added at a later stage." msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:110 msgid "Tags" msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:112 msgid "Selecting :guilabel:`Tags` adds to the :ref:`studio/views/general/form` and :ref:`studio/views/multiple-records/list` views a :ref:`Tags field `, creating a *Tag* model with preconfigured access rights in the process." msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:120 msgid "Picture" msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:122 msgid "Selecting :guilabel:`Picture` adds to the top-right of the :ref:`Form view ` an :ref:`Image field `." msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:126 msgid "The :guilabel:`Picture` feature can be added at a later stage." msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:131 msgid "Lines" msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:133 msgid "Selecting :guilabel:`Lines`: adds to the :ref:`Form view ` a :ref:`Lines field ` inside a :guilabel:`Tab` component." msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:139 msgid "Notes" msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:141 msgid "Selecting :guilabel:`Notes` adds to the :ref:`Form view ` an :ref:`Html field ` using the full width of the form." msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:147 msgid "Monetary value" msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:149 msgid "Selecting :guilabel:`Monetary value` adds to the :ref:`studio/views/general/form` and :ref:`studio/views/multiple-records/list` views a :ref:`Monetary field `. The :ref:`studio/views/reporting/graph` and :ref:`studio/views/reporting/pivot` views are also activated." msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:155 msgid "A *Currency* field is added and hidden from the view." msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:160 msgid "Company" msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:162 msgid "Selecting :guilabel:`Company` adds to the :ref:`studio/views/general/form` and :ref:`studio/views/multiple-records/list` views a :ref:`Many2One field ` linked to the *Company* model." msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:167 msgid "This is only useful if you work in a multi-company environment." msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:172 msgid "Custom Sorting" msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:174 msgid "Selecting :guilabel:`Custom Sorting` adds to the :ref:`List view ` a drag handle icon to manually reorder records." msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:0 msgid "Custom Sorting feature on the List view" msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:186 msgid "Chatter" msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:188 msgid "Selecting :guilabel:`Chatter` adds to the :ref:`Form view ` Chatter functionalities (sending messages, logging notes, and scheduling activities)." msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:192 msgid "The :guilabel:`Chatter` feature can be added at a later stage." msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:0 msgid "Chatter feature on the Form view" msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:203 msgid "Archiving" msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:205 msgid "Selecting :guilabel:`Archiving` adds to the :ref:`studio/views/general/form` and :ref:`studio/views/multiple-records/list` views the :guilabel:`Archive` action and hides archived records from searches and views by default." msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:212 msgid "Export and import customizations" msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:214 msgid "When you do any customization with Studio, a new module named :guilabel:`Studio customizations` is added to your database." msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:217 msgid "To export these customizations, go to :menuselection:`Main dashboard --> Studio --> Customizations --> Export` to download a ZIP file containing all customizations." msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:220 msgid "To import and install these customizations in another database, connect to the destination database and go to :menuselection:`Main dashboard --> Studio --> Customizations --> Import`, then upload the exported ZIP file before clicking on the :guilabel:`Import` button." msgstr "" #: ../../content/applications/studio/models_modules_apps.rst:225 msgid "Before importing, make sure the destination database contains the same apps and modules as the source database. Studio does not add the underlying modules as dependencies of the exported module." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:3 msgid "PDF reports" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:5 msgid "With Studio, you can edit existing PDF reports (e.g., orders and quotations) or create new ones." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:8 msgid "To edit a standard PDF report, it is strongly recommended to **duplicate** it and make changes to the duplicated version, as changes made to standard reports will be overwritten after an Odoo upgrade. To duplicate a report, go to :menuselection:`Studio --> Reports`. Hover the mouse pointer on the top right corner of the report, click the vertical ellipsis icon (:guilabel:`⋮`), and then select :guilabel:`Duplicate`." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:0 msgid "Duplicating a PDF report" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:20 msgid "Default layout" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:22 msgid "The default layout of reports is managed outside Studio. Go to :menuselection:`Settings --> Companies: Document Layout --> Configure Document Layout`. Layout settings apply to all reports but only to the current company." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:27 msgid "Use :guilabel:`Download PDF Preview` to view how the different settings affect the layout of a sample invoice." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:33 msgid "Layout" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:35 msgid "Four layouts are available." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:39 msgid "Light" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:0 msgid "Light report layout sample" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:44 msgid "Boxed" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:0 msgid "Boxed report layout sample" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:49 msgid "Bold" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:0 msgid "Bold report layout sample" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:54 msgid "Striped" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:0 msgid "Striped report layout sample" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:62 msgid "Font" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:64 msgid "Seven fonts are available. Click on the links below to preview them on `Google Fonts `_." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:67 msgid "`Lato `_" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:68 msgid "`Roboto `_" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:69 msgid "`Open Sans `_" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:70 msgid "`Montserrat `_" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:71 msgid "`Oswald `_" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:72 msgid "`Raleway `_" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:73 msgid "`Tajawal `_" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:76 msgid ":guilabel:`Tajawal` supports both Arabic and Latin scripts." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:81 msgid "Company logo" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:83 msgid "Upload an image file to add a :guilabel:`Company Logo`." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:86 msgid "This adds the logo to the company’s record on the *Company* model, which you can access by going to :menuselection:`General Settings --> Companies --> Update Info`." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:92 msgid "Colors" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:94 msgid "Change the primary and secondary colors used throughout reports to highlight important elements. The default colors are automatically generated based on the colors of the logo." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:100 msgid "Layout background" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:102 msgid "Change the :guilabel:`Layout Background` of the report:" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:104 msgid ":guilabel:`Blank`: nothing is displayed." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:105 msgid ":guilabel:`Geometric`: an image featuring geometric shapes is displayed in the background." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:106 msgid ":guilabel:`Custom`: use a custom background image by uploading one." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:111 msgid "Company tagline" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:113 msgid "The :guilabel:`Company Tagline` is displayed on the header of :ref:`External reports `. You can add multiple lines of text." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:119 msgid "Company details" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:121 msgid "The :guilabel:`Company Details` are displayed on the header of :ref:`External reports `. You can add multiple lines of text." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:127 msgid "Footer" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:129 msgid "Use the :guilabel:`Footer` field to put any text in the :ref:`External reports' ` footers. You can add multiple lines of text." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:135 msgid "Paper format" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:137 msgid "Use the :guilabel:`Paper format` field to change the paper size of reports. You can either select :guilabel:`A4` (21 cm x 29.7 cm) or :guilabel:`US Letter` (21.59 cm x 27.54 cm)." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:141 msgid "You can change the :guilabel:`Paper format` on individual reports. Open the app containing the report, then go to :menuselection:`Studio --> Reports --> Select or Create a report --> Report --> Select a Paper format`." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:-1 msgid "Configuration pop-up window for the default layout of PDF reports" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:151 msgid "Header and footer" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:153 msgid "When creating a new report in Studio, you must choose between one of three styles of reports first. This is solely used to determine what is displayed on the header and footer. To do so, go to the app on which you want to add a new report, then :menuselection:`Studio button --> Reports --> Create` and select :ref:`studio/pdf-reports/header-footer/external`, :ref:`studio/pdf-reports/header-footer/internal`, or :ref:`studio/pdf-reports/header-footer/blank`." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:162 msgid "External" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:164 msgid "The header displays the company :ref:`studio/pdf-reports/default-layout/logo` and several values set on the *Company* model: the :guilabel:`Company Name`, :guilabel:`Phone`, :guilabel:`Email`, and :guilabel:`Website`." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:169 msgid "To change a company's information, go to :menuselection:`Settings --> Companies --> Update Info`." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:-1 msgid "Example of an External header" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:174 msgid "The footer displays the values set on the :ref:`studio/pdf-reports/default-layout/footer`, :ref:`studio/pdf-reports/default-layout/details`, and :ref:`studio/pdf-reports/default-layout/tagline` fields, as well as the page number." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:-1 msgid "Example of an External footer" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:184 msgid "Internal" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:186 msgid "The header displays the user's current date and time, :guilabel:`Company Name`, and page number." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:188 msgid "There is no footer." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:193 msgid "Blank" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:195 msgid "There is neither a header nor a footer." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:200 msgid "Add tab" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:202 msgid "After opening an existing report or creating a new one, go to the :guilabel:`Add` tab to add or edit elements. The elements are organized into four categories: :ref:`studio/pdf-reports/elements/block`, :ref:`studio/pdf-reports/elements/inline`, :ref:`studio/pdf-reports/elements/table`, and :ref:`studio/pdf-reports/elements/column`." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:210 msgid "Block" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:212 msgid "Block elements start on a new line and occupy the full width of the page." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:215 msgid "You can set an element's width by selecting it and going to the :guilabel:`Options` tab." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:217 #: ../../content/applications/studio/pdf_reports.rst:246 msgid ":guilabel:`Text`: add any text using small font size by default." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:219 msgid ":guilabel:`Title Block`: add any text using larger font size by default." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:221 msgid ":guilabel:`Image`: add an image. You can either upload one from your device, add one from an URL, or select one already existing on your database." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:224 #: ../../content/applications/studio/pdf_reports.rst:248 msgid ":guilabel:`Field`: dynamically add a field's value." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:226 msgid ":guilabel:`Field & Label`: to dynamically add a field's value and label." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:228 msgid ":guilabel:`Address Block`: to dynamically add the values, if any, of a contact's (`res.partner` model): *Name*, *Address*, *Phone*, *Mobile*, and *Email*." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:0 msgid "Example of an Address Block" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:237 msgid "Inline" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:239 msgid "Inline elements are used around other elements. They do not start on a new line and the width adapts to length of the content." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:243 msgid "You can set an element's width and margins by selecting it and going to the :guilabel:`Options` tab." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:253 msgid "Table" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:255 msgid "Table elements are used together to create a data table." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:257 msgid ":guilabel:`Data table`: create a table and dynamically add a first column displaying the *Name* values of a :ref:`Many2Many ` or :ref:`One2Many ` field on your model." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:0 msgid "Example of a Data table" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:264 msgid ":guilabel:`Field Column`: add a new column to the table displaying the values of a :ref:`Related Field ` to the one used to create the :guilabel:`Data table`." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:268 msgid ":guilabel:`Text in Cell`: add any text within an existing table cell." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:270 msgid ":guilabel:`Field in Cell`: add, within an existing table cell, the values of a :ref:`Related Field ` to the one used to create the :guilabel:`Data table`." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:274 msgid ":guilabel:`Subtotal & Total`: add an existing :guilabel:`Total` field's value. If a :guilabel:`Taxes` field exists, the untaxed and taxes amounts are added before the total amount." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:280 msgid "Column" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:282 msgid "Columns are used to add multiple :ref:`blocks ` elements on the same line." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:285 msgid ":guilabel:`Two Columns`: add any text in two different columns." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:287 msgid ":guilabel:`Three Columns`: add any text in three different columns." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:290 msgid "Report tab" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:292 msgid "Several configuration options are available under the :guilabel:`Report` tab." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:294 msgid ":guilabel:`Name`: change the report name. The new name is applied everywhere (in Studio, under the :guilabel:`Print` button, and for the PDF file name)." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:297 msgid ":guilabel:`Paper format`: change the paper size of the report." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:299 msgid ":guilabel:`Add in print`: add the report under the :guilabel:`🖶 Print` button available on the record." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:302 msgid ":guilabel:`Limit visibility to groups`: limit the availability of the PDF report to specific :doc:`user groups `." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:306 msgid "Options tab" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:308 msgid "Select an element on the report to access the element's options and edit it." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:-1 msgid "The Options tab for a text element" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:314 msgid "You can select and edit multiple elements at the same time by clicking on the different sections or divisions (e.g., `div`, `table`, etc.)." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:317 msgid "Below are presented some of the most common options:" msgstr "" #: ../../content/applications/studio/pdf_reports.rst:319 msgid ":guilabel:`Margins`: add spacing at the :guilabel:`top`, :guilabel:`right`, :guilabel:`bottom`, and :guilabel:`left` of the element." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:322 msgid ":guilabel:`Width`: set the element's maximum width." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:324 msgid ":guilabel:`Visible if`: set under which condition(s) the element should be displayed." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:326 msgid ":guilabel:`Visible for`: set for which :doc:`users groups ` the element should be displayed." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:329 msgid ":guilabel:`Remove from View`: remove the element from the report's view." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:331 msgid ":guilabel:`Text decoration`: bold, italicize, and underline the font." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:333 msgid ":guilabel:`Alignment`: align the element to the left, center, or right of the report." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:335 msgid ":guilabel:`Font style`: use one of the default font styles." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:337 msgid ":guilabel:`Colors`: change the font's color and the background color." msgstr "" #: ../../content/applications/studio/pdf_reports.rst:340 msgid "You may need to select a section or division above the element you want to edit to see some of the options described above." msgstr "" #: ../../content/applications/studio/views.rst:3 msgid "Views" msgstr "" #: ../../content/applications/studio/views.rst:5 msgid "Views are the interface that allows displaying the data contained in a model. One model can have several views, which are simply different ways to show the same data. In Studio, views are organized into four categories: :ref:`general `, :ref:`multiple records `, :ref:`timeline `, and :ref:`reporting `." msgstr "" #: ../../content/applications/studio/views.rst:12 msgid "To change the default view of a model, go to :menuselection:`Studio --> Views --> Dropdown menu (⋮) --> Set as Default`." msgstr "" #: ../../content/applications/studio/views.rst:16 msgid "You can modify views by using the built-in XML editor. To do so, activate :ref:`Developer mode `, go to the view you want to edit, select the :guilabel:`View` tab and then click on :guilabel:` XML`." msgstr "" #: ../../content/applications/studio/views.rst:21 msgid "If you are editing a view using the XML editor, avoid making changes directly to standard views and inherited views, as those would be reset and would not be kept in case of an update or module upgrade. Always make sure you select the right Studio inherited views. Indeed, when you modify a view in Studio by drag-and-dropping a new field, a specific Studio inherited view and its XPath, the latter which defines which part of the view is modified, are automatically generated." msgstr "" #: ../../content/applications/studio/views.rst:31 msgid "General views" msgstr "" #: ../../content/applications/studio/views.rst:34 #: ../../content/applications/studio/views.rst:97 #: ../../content/applications/studio/views.rst:195 #: ../../content/applications/studio/views.rst:311 msgid "The settings described below are found under the view's :guilabel:`View` tab unless specified otherwise." msgstr "" #: ../../content/applications/studio/views.rst:40 msgid "Form" msgstr "" #: ../../content/applications/studio/views.rst:42 msgid "The :guilabel:`Form` view is used when creating and editing records, such as contacts, sales orders, products, etc." msgstr "" #: ../../content/applications/studio/views.rst:45 msgid "To structure a form, drag-and-drop the :guilabel:`Tabs and Columns` element found under the :guilabel:`+ Add` tab." msgstr "" #: ../../content/applications/studio/views.rst:47 #: ../../content/applications/studio/views.rst:132 msgid "To prevent users from creating, editing, or deleting records, untick :guilabel:`Can Create`, :guilabel:`Can Edit`, or :guilabel:`Can Delete`." msgstr "" #: ../../content/applications/studio/views.rst:0 msgid "Sales order model's Form view" msgstr "" #: ../../content/applications/studio/views.rst:59 msgid "Activity" msgstr "" #: ../../content/applications/studio/views.rst:61 msgid "The :guilabel:`Activity` view is used to schedule and have an overview of activities (emails, calls, etc.) linked to records." msgstr "" #: ../../content/applications/studio/views.rst:65 msgid "This view can only be modified within Studio by editing the XML code." msgstr "" #: ../../content/applications/studio/views.rst:0 msgid "Lead/Opportunity model's Activity view" msgstr "" #: ../../content/applications/studio/views.rst:76 msgid "Search" msgstr "" #: ../../content/applications/studio/views.rst:78 msgid "The :guilabel:`Search` view is added on top of other views to filter, group, and search records." msgstr "" #: ../../content/applications/studio/views.rst:80 msgid "To add custom :guilabel:`Filters` and structure them using :guilabel:`Separators`, go to the :guilabel:`+ Add` tab and drag and drop them under :guilabel:`Filters`." msgstr "" #: ../../content/applications/studio/views.rst:82 msgid "To add an existing field under the search dropdown menu, go to the :guilabel:`+ Add` tab and drag-and-drop it under :guilabel:`Autocompletion Fields`." msgstr "" #: ../../content/applications/studio/views.rst:0 msgid "Project model's Search view on the Kanban view" msgstr "" #: ../../content/applications/studio/views.rst:94 msgid "Multiple records views" msgstr "" #: ../../content/applications/studio/views.rst:103 msgid "Kanban" msgstr "" #: ../../content/applications/studio/views.rst:105 msgid "The :guilabel:`Kanban` view is often used to support business flows by moving records across stages or as an alternative way to display records inside *cards*." msgstr "" #: ../../content/applications/studio/views.rst:109 msgid "If the :guilabel:`Kanban` view exists, it is used by default to display data on mobile devices instead of the :ref:`List view `." msgstr "" #: ../../content/applications/studio/views.rst:112 msgid "To prevent users from creating new records, untick :guilabel:`Can Create`." msgstr "" #: ../../content/applications/studio/views.rst:113 msgid "To create records directly within the view, in a minimalistic form, enable :guilabel:`Quick Create`." msgstr "" #: ../../content/applications/studio/views.rst:115 msgid "To change the way records are grouped by default, select a new group under :guilabel:`Default Group by`." msgstr "" #: ../../content/applications/studio/views.rst:0 msgid "Project model's Kanban view" msgstr "" #: ../../content/applications/studio/views.rst:127 msgid "List" msgstr "" #: ../../content/applications/studio/views.rst:129 msgid "The :guilabel:`List` view is used to overview many records at once, look for records, and edit simple records." msgstr "" #: ../../content/applications/studio/views.rst:134 msgid "To create and edit records directly within the view, select either :guilabel:`New record on top` or :guilabel:`New record at the bottom` under :guilabel:`Editable`." msgstr "" #: ../../content/applications/studio/views.rst:138 msgid "This prevents users from opening records in :ref:`Form view ` from the :guilabel:`List` view." msgstr "" #: ../../content/applications/studio/views.rst:141 msgid "To edit several records at once, tick :guilabel:`Enable Mass Editing`." msgstr "" #: ../../content/applications/studio/views.rst:142 msgid "To change the way records are sorted by default, select a field under :guilabel:`Sort By`." msgstr "" #: ../../content/applications/studio/views.rst:145 msgid "To add a drag handle icon to reorder records manually, add an :ref:`Integer field ` with the :guilabel:`Handle` widget." msgstr "" #: ../../content/applications/studio/views.rst:0 msgid "Drag handle icon enabling to sort records manually in List view" msgstr "" #: ../../content/applications/studio/views.rst:0 msgid "Sales order model's List view" msgstr "" #: ../../content/applications/studio/views.rst:161 msgid "Map" msgstr "" #: ../../content/applications/studio/views.rst:163 msgid "The :guilabel:`Map` view is used to display records on a map. For example, it is used in the Field Service app to plan an itinerary between different tasks." msgstr "" #: ../../content/applications/studio/views.rst:167 msgid "A :ref:`Many2One field ` linked to the *Contact* model is required to activate the view, as the contact address is used to position records on the map." msgstr "" #: ../../content/applications/studio/views.rst:170 msgid "To select which kind of contact should be used on the map, select it under :guilabel:`Contact Field`." msgstr "" #: ../../content/applications/studio/views.rst:172 msgid "To hide the name or the address of the record, tick :guilabel:`Hide name` or :guilabel:`Hide Address`." msgstr "" #: ../../content/applications/studio/views.rst:174 msgid "To add information from other fields, select them under :guilabel:`Additional Fields`." msgstr "" #: ../../content/applications/studio/views.rst:175 msgid "To have a route suggested between the different records, tick :guilabel:`Enable Routing` and select which field should be used to sort records for the routing." msgstr "" #: ../../content/applications/studio/views.rst:0 msgid "Task model's Map view" msgstr "" #: ../../content/applications/studio/views.rst:187 msgid "Timeline views" msgstr "" #: ../../content/applications/studio/views.rst:190 msgid "When you first activate one of the timeline views, you need to select which :ref:`Date ` or :ref:`Date & Time ` fields on your model should be used to define when the records start and stop in order to display them on the view. You can modify the :guilabel:`Start Date Field` and :guilabel:`Stop Date Field` after activating the view." msgstr "" #: ../../content/applications/studio/views.rst:201 msgid "Calendar" msgstr "" #: ../../content/applications/studio/views.rst:203 msgid "The :guilabel:`Calendar` view is used to overview and manage records inside a calendar." msgstr "" #: ../../content/applications/studio/views.rst:205 msgid "To create records directly within the view instead of opening the :ref:`Form view `, enable :guilabel:`Quick Create`." msgstr "" #: ../../content/applications/studio/views.rst:209 msgid "This only works on specific models that can be *quick-created* using only a *name*. However, most models do not support quick creation and open the :guilabel:`Form` view to fill in the required fields." msgstr "" #: ../../content/applications/studio/views.rst:213 msgid "To color records on the calendar, select a field under :guilabel:`Color`. All the records sharing the same value for that field are displayed using the same color." msgstr "" #: ../../content/applications/studio/views.rst:217 msgid "As the number of colors is limited, the same color can end up being assigned to different values." msgstr "" #: ../../content/applications/studio/views.rst:220 msgid "To display events lasting the whole day at the top of the calendar, select a :ref:`Checkbox field ` that specifies if the event lasts the whole day." msgstr "" #: ../../content/applications/studio/views.rst:223 msgid "To choose the default time scale used to display events, select :guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` under :guilabel:`Default Display Mode`." msgstr "" #: ../../content/applications/studio/views.rst:227 msgid "You can also use :guilabel:`Delay Field` to display the duration of the event in hours by selecting a :ref:`Decimal ` or :ref:`Integer ` field on the model which specifies the duration of the event. However, if you set an :guilabel:`End Date Field`, the :guilabel:`Delay Field` will not be taken into account." msgstr "" #: ../../content/applications/studio/views.rst:0 msgid "Calendar Event model's Calendar view" msgstr "" #: ../../content/applications/studio/views.rst:242 msgid "Cohort" msgstr "" #: ../../content/applications/studio/views.rst:244 msgid "The :guilabel:`Cohort` view is used to examine the life cycle of records over a time period. For example, it is used in the Subscriptions app to view the subscriptions' retention rate." msgstr "" #: ../../content/applications/studio/views.rst:247 msgid "To display a measure (i.e., the aggregated value of a given field) by default on the view, select a :guilabel:`Measure Field`." msgstr "" #: ../../content/applications/studio/views.rst:249 msgid "To choose which time interval is used by default to group results, select :guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` under :guilabel:`Interval`." msgstr "" #: ../../content/applications/studio/views.rst:251 msgid "To change the cohort :guilabel:`Mode`, select either :guilabel:`Retention` :dfn:`the percentage of records staying over a period of time, it starts at 100% and decreases with time` or :guilabel:`Churn` :dfn:`the percentage of records moving out over a period of time - it starts at 0% and increases with time`." msgstr "" #: ../../content/applications/studio/views.rst:255 msgid "To change the way the :guilabel:`Timeline` (i.e., the columns) progresses, select either :guilabel:`Forward` (from 0 to +15) or :guilabel:`Backward` (from -15 to 0). For most purposes, the :guilabel:`Forward` timeline is used." msgstr "" #: ../../content/applications/studio/views.rst:0 msgid "Subscription model's Cohort view" msgstr "" #: ../../content/applications/studio/views.rst:268 msgid "Gantt" msgstr "" #: ../../content/applications/studio/views.rst:270 msgid "The :guilabel:`Gantt` view is used to forecast and examine the overall progress of records. Records are represented by a bar under a time scale." msgstr "" #: ../../content/applications/studio/views.rst:273 msgid "To prevent users from creating or editing records, untick :guilabel:`Can Create` or :guilabel:`Can Edit`." msgstr "" #: ../../content/applications/studio/views.rst:275 msgid "To fill cells in gray whenever a record should not be created there (e.g., on weekends for employees), tick :guilabel:`Display Unavailability`." msgstr "" #: ../../content/applications/studio/views.rst:279 msgid "The underlying model must support this feature, and support for it cannot be added using Studio. It is supported for the Project, Time Off, Planning, and Manufacturing apps." msgstr "" #: ../../content/applications/studio/views.rst:282 msgid "To show a total row at the bottom, tick :guilabel:`Display Total row`." msgstr "" #: ../../content/applications/studio/views.rst:283 msgid "To collapse multiple records in a single row, tick :guilabel:`Collapse First Level`." msgstr "" #: ../../content/applications/studio/views.rst:284 msgid "To choose which way records are grouped by default on rows (e.g., per employee or project), select a field under :guilabel:`Default Group by`." msgstr "" #: ../../content/applications/studio/views.rst:286 msgid "To define a default time scale to view records, select :guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` under :guilabel:`Default Scale`." msgstr "" #: ../../content/applications/studio/views.rst:288 msgid "To color records on the view, select a field under :guilabel:`Color`. All the records sharing the same value for that field are displayed using the same color." msgstr "" #: ../../content/applications/studio/views.rst:292 msgid "As the number of colors is limited, the same color can be assigned to different values." msgstr "" #: ../../content/applications/studio/views.rst:294 msgid "To specify with which degree of precision each time scale should be divided by, select :guilabel:`Quarter Hour`, :guilabel:`Half Hour`, or :guilabel:`Hour` under :guilabel:`Day Precision`, :guilabel:`Half Day` or :guilabel:`Day` under :guilabel:`Week Precision`, and :guilabel:`Month Precision`." msgstr "" #: ../../content/applications/studio/views.rst:0 msgid "Planning Shift model's Gantt view" msgstr "" #: ../../content/applications/studio/views.rst:308 msgid "Reporting views" msgstr "" #: ../../content/applications/studio/views.rst:317 msgid "Pivot" msgstr "" #: ../../content/applications/studio/views.rst:319 msgid "The :guilabel:`Pivot` view is used to explore and analyze the data contained in records in an interactive manner. It is especially useful to aggregate numeric data, create categories, and drill down the data by expanding and collapsing different levels of data." msgstr "" #: ../../content/applications/studio/views.rst:323 msgid "To access all records whose data is aggregated under a cell, tick :guilabel:`Access records from cell`." msgstr "" #: ../../content/applications/studio/views.rst:325 msgid "To divide the data into different categories, select field(s) under :guilabel:`Column grouping`, :guilabel:`Row grouping - First level`, or :guilabel:`Row grouping - Second level`." msgstr "" #: ../../content/applications/studio/views.rst:327 msgid "To add different types of data to be measured using the view, select a field under :guilabel:`Measures`." msgstr "" #: ../../content/applications/studio/views.rst:329 msgid "To display a count of records that made up the aggregated data in a cell, tick :guilabel:`Display count`." msgstr "" #: ../../content/applications/studio/views.rst:0 msgid "Purchase Report model's Pivot view" msgstr "" #: ../../content/applications/studio/views.rst:341 msgid "Graph" msgstr "" #: ../../content/applications/studio/views.rst:343 msgid "The :guilabel:`Graph` view is used to showcase data from records in a bar, line, or pie chart." msgstr "" #: ../../content/applications/studio/views.rst:345 msgid "To change the default chart, select :guilabel:`Bar`, :guilabel:`Line`, or :guilabel:`Pie` under :guilabel:`Type`." msgstr "" #: ../../content/applications/studio/views.rst:347 msgid "To choose a default data dimension (category), select a field under :guilabel:`First dimension` and, if needed, another under :guilabel:`Second dimension`." msgstr "" #: ../../content/applications/studio/views.rst:349 msgid "To select a default type of data to be measured using the view, select a field under :guilabel:`Measure`." msgstr "" #: ../../content/applications/studio/views.rst:351 msgid "*For Bar and Line charts only*: To sort the different data categories by their value, select :guilabel:`Ascending` (from lowest to highest value) or :guilabel:`Descending` (from highest to lowest) under :guilabel:`Sorting`." msgstr "" #: ../../content/applications/studio/views.rst:354 msgid "*For Bar and Pie charts only*: To access all records whose data is aggregated under a data category on the chart, tick :guilabel:`Access records from graph`." msgstr "" #: ../../content/applications/studio/views.rst:356 msgid "*For Bar charts only*: When using two data dimensions (categories), display the two columns on top of each other by default by ticking :guilabel:`Stacked graph`." msgstr "" #: ../../content/applications/studio/views.rst:0 msgid "Sales Analysis Report model's Bar chart on Graph view" msgstr "" #: ../../content/applications/studio/views.rst:368 msgid "Dashboard" msgstr "" #: ../../content/applications/studio/views.rst:370 msgid "The :guilabel:`Dashboard` view is used to display multiple reporting views and key performance indicators. Which elements are displayed on the view depends on the configuration of the other reporting views." msgstr "" #: ../../content/applications/studio/views.rst:0 msgid "Sales Analysis Report model's Dashboard view" msgstr ""