# SOME DESCRIPTIVE TITLE. # Copyright (C) Odoo S.A. # This file is distributed under the same license as the Odoo package. # FIRST AUTHOR , YEAR. # # Translators: # Tadej Lupšina , 2023 # Boris Kodelja , 2023 # matjaz k , 2023 # Matjaz Mozetic , 2023 # Katja Deržič, 2024 # Jasmina Macur , 2024 # Tomaž Jug , 2024 # Martin Trigaux, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" "POT-Creation-Date: 2024-03-08 12:48+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Martin Trigaux, 2024\n" "Language-Team: Slovenian (https://app.transifex.com/odoo/teams/41243/sl/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" "Content-Transfer-Encoding: 8bit\n" "Language: sl\n" "Plural-Forms: nplurals=4; plural=(n%100==1 ? 0 : n%100==2 ? 1 : n%100==3 || n%100==4 ? 2 : 3);\n" #: ../../content/applications/productivity.rst:5 msgid "Productivity" msgstr "Produktivnost" #: ../../content/applications/productivity/calendar.rst:5 #: ../../content/applications/productivity/studio/views.rst:201 msgid "Calendar" msgstr "Koledar" #: ../../content/applications/productivity/calendar/google.rst:3 msgid "Synchronize Google calendar with Odoo" msgstr "" #: ../../content/applications/productivity/calendar/google.rst:5 msgid "" "Synchronize Google Calendar with Odoo to see and manage meetings from both " "platforms (updates go in both directions). This integration helps organize " "schedules, so a meeting is never missed." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:9 msgid ":doc:`/applications/general/auth/google`" msgstr "" #: ../../content/applications/productivity/calendar/google.rst:10 msgid ":doc:`/administration/maintain/google_oauth`" msgstr "" #: ../../content/applications/productivity/calendar/google.rst:13 msgid "Setup in Google" msgstr "" #: ../../content/applications/productivity/calendar/google.rst:16 msgid "Select (or create) a project" msgstr "" #: ../../content/applications/productivity/calendar/google.rst:18 msgid "" "Create a new Google API project and enable the Google Calendar API. First, " "go to the `Google API Console `_ and " "log into the Google account." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:22 msgid "" "If this is the first time visiting this page, Google will prompt the user to" " enter a country and agree to the Terms of Service. Select a country from " "the drop-down list and agree to the :abbr:`ToS (Terms of Service)`." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:26 msgid "" "Next, click :guilabel:`Select a project` and select (or create) an API " "project to configure OAuth in, and store credentials. Click :guilabel:`New " "Project`." msgstr "" #: ../../content/applications/productivity/calendar/google.rst-1 msgid "Create a new API project to store credentials." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:34 msgid "" "Give the API Project a clear name, like \"Odoo Sync\", so it can be easily " "identified." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:37 msgid "Enable Google calendar API" msgstr "" #: ../../content/applications/productivity/calendar/google.rst:39 msgid "" "Now, click on :guilabel:`Enabled APIs and Services` in the left menu. Select" " :guilabel:`Enabled APIs and Services` again if the :guilabel:`Search bar` " "doesn't appear." msgstr "" #: ../../content/applications/productivity/calendar/google.rst-1 msgid "Enable APIs and Services on the API Project." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:46 msgid "" "After that, search for `Google Calendar API` using the search bar and select" " :guilabel:`Google Calendar API` from the search results. Click " ":guilabel:`Enable`." msgstr "" #: ../../content/applications/productivity/calendar/google.rst-1 msgid "Enable the Google Calendar API." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:54 msgid "OAuth consent screen" msgstr "" #: ../../content/applications/productivity/calendar/google.rst:56 msgid "" "Now that the API project has been created, OAuth should be configured. To do" " that, click on :guilabel:`OAuth consent` in the left menu and then select " "the :guilabel:`User Type`." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:60 msgid "" "*Personal* Gmail Accounts are only allowed to be **External** User Type, " "which means Google may require an approval, or for *Scopes* to be added on. " "However, using a *Google WorkSpace* account allows for **Internal** User " "Type to be used." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:64 msgid "" "Note, as well, that while the API connection is in the *External* testing " "mode, then no approval is necessary from Google. User limits in this testing" " mode is set to 100 users." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:67 msgid "" "In the second step, :guilabel:`OAuth Consent Screen`, type `Odoo` in the " ":guilabel:`App name` field, select the email address for the :guilabel:`User" " support email` field, and type the email address for the " ":guilabel:`Developer contact information` section. Then, click " ":guilabel:`Save and Continue`." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:72 msgid "" "Skip the third step, :menuselection:`Scopes`, by clicking :guilabel:`Save " "and Continue`." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:74 msgid "" "Next, if continuing in testing mode (External), add the email addresses " "being configured under the :guilabel:`Test users` step, by clicking on " ":guilabel:`Add Users`, and then the :guilabel:`Save and Continue` button. A " "summary of the app registration appears." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:78 msgid "" "Finally, scroll to the bottom, and click on :guilabel:`Back to Dashboard`." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:80 msgid "" "Now, the OAuth consent has been configured, and it's time to create " "credentials." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:83 msgid "Create credentials" msgstr "" #: ../../content/applications/productivity/calendar/google.rst:85 msgid "" "The *Client ID* and the *Client Secret* are both needed to connect Google " "Calendar to Odoo. This is the last step in the Google console. Begin by " "clicking :guilabel:`Credentials` in the left menu. Then, click " ":guilabel:`Create Credentials`, and select :guilabel:`OAuth client ID`, " "Google will open a guide to create credentials." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:90 msgid "" "Under :menuselection:`Create OAuth Client ID`, select :guilabel:`Website " "application` for the :guilabel:`Application Type` field, and type `My Odoo " "Database` for the :guilabel:`Name`." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:93 msgid "" "Under the :guilabel:`Authorized JavaScript Origins` section, click " ":guilabel:`+ Add URI` and type the company's Odoo full :abbr:`URL (Uniform " "Resource Locator)` address." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:95 msgid "" "Under the :guilabel:`Authorized redirect URIs` section, click :guilabel:`+ " "Add URI` and type the company's Odoo :abbr:`URL (Uniform Resource Locator)` " "address followed by `/google_account/authentication`. Finally, click " ":guilabel:`Create`." msgstr "" #: ../../content/applications/productivity/calendar/google.rst-1 msgid "" "Add the authorized JavaScript origins and the authorized redirect URIs." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:103 msgid "" "A :guilabel:`Client ID` and :guilabel:`Client Secret` will appear, copy " "these to a notepad." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:106 msgid "Setup in Odoo" msgstr "" #: ../../content/applications/productivity/calendar/google.rst:108 msgid "" "Once the *Client ID* and the *Client Secret* are located, open the Odoo " "database and go to :menuselection:`Settings --> General Settings --> " "Integrations --> Google Calendar`. Check the box next to :guilabel:`Google " "Calendar`." msgstr "" #: ../../content/applications/productivity/calendar/google.rst-1 msgid "The Google Calendar checkbox in General Settings." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:116 msgid "" "Next, copy and paste the *Client ID* and the *Client Secret* from the Google" " Calendar API credentials page into their respective fields below the " ":guilabel:`Google Calendar` checkbox. Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:121 msgid "Sync calendar in Odoo" msgstr "" #: ../../content/applications/productivity/calendar/google.rst:123 msgid "" "Finally, open the :menuselection:`Calendar` app in Odoo and click on the " ":guilabel:`Google` sync button to sync Google Calendar with Odoo." msgstr "" #: ../../content/applications/productivity/calendar/google.rst-1 msgid "" "Click the Google sync button in Odoo Calendar to sync Google Calendar with " "Odoo." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:131 msgid "" "When syncing Google Calendar with Odoo for the first time, the page will " "redirect to the Google Account. From there, select the :guilabel:`Email " "Account` that should have access, then select :guilabel:`Continue` (should " "the app be unverifed), and finally select :guilabel:`Continue` (to give " "permission for the transfer of data)`." msgstr "" #: ../../content/applications/productivity/calendar/google.rst-1 msgid "Give Odoo permission to access Google Calendar." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:140 msgid "Now, Odoo Calendar is successfully synced with Google Calendar!" msgstr "" #: ../../content/applications/productivity/calendar/google.rst:143 msgid "" "Odoo highly recommends testing the Google calendar synchronization on a test" " database and a test email address (that is not used for any other purpose) " "before attempting to sync the desired Google Calendar with the user's " "production database." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:147 msgid "Once a user synchronizes their Google calendar with the Odoo calendar:" msgstr "" #: ../../content/applications/productivity/calendar/google.rst:149 msgid "" "Creating an event in Odoo causes Google to send an invitation to all event " "attendees." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:150 msgid "" "Deleting an event in Odoo causes Google to send a cancellation to all event " "attendees." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:151 msgid "" "Adding a contact to an event causes Google to send an invitation to all " "event attendees." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:152 msgid "" "Removing a contact from an event causes Google to send a cancellation to all" " event attendees." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:154 msgid "" "Events can be created in Google Calendar without sending a notification by " "selecting :guilabel:`Don't Send` when prompted to send invitation emails." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:3 msgid "Outlook Calendar synchronization" msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:5 msgid "" "Synchronizing a user's Outlook Calendar with Odoo is useful for keeping " "track of their tasks and appointments across all related applications." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:9 msgid ":doc:`/applications/general/auth/azure`" msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:10 msgid ":doc:`/administration/maintain/azure_oauth`" msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:13 msgid "Register the application with Microsoft Azure" msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:15 msgid "" "To sync the Outlook Calendar with Odoo's Calendar, a Microsoft Azure account" " is needed. Creating an account is free for users who have never tried or " "paid for Azure. For more information, `click here " "`_." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:19 msgid "" "Refer to `Microsoft's documentation `_ on how to" " set up an Microsoft Entra ID (formally called *Microsoft Azure Active " "Directory (Azure AD)*), which is a representation of an organization to " "manage and register apps." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:24 msgid "" "Then, `Register an Application `_, choosing the " "appropriate :guilabel:`Supported account type`. Users who wish to connect " "their Outlook calendar to Odoo should select the :guilabel:`Accounts in any " "organizational directory (Any Microsoft Entra ID directory - Multitenant) " "and personal Microsoft accounts (e.g. Skype, Xbox)` option for " ":guilabel:`Supported account types`." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:30 msgid "" "When configuring the :guilabel:`Redirect URI`, choose :guilabel:`Web` and " "copy the Odoo database URI (URL) followed by " "`/microsoft_account/authentication`." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:34 msgid "" "Enter `https://www.companyname.odoo.com/microsoft_account/authentication` " "for the :guilabel:`Redirect URI`." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst-1 msgid "" "The \"Supported account type\" and \"Redirect URI\" settings in the " "Microsoft Entra ID portal." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:41 msgid "" "For more information on the restrictions and limitations of URIs, `check " "this page `_." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:44 msgid "" "Regarding the application credentials, the user *must* add a client secret, " "which allows Odoo to authenticate itself, requiring no interaction from the " "user's side. :guilabel:`Certificates` are optional." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:48 msgid "" "To do add a client secret, click :guilabel:`Add a certificate or secret` and" " then click :guilabel:`New client secret`. Next, type a " ":guilabel:`Description` and select when the client secret " ":guilabel:`Expires`." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:52 msgid "" "Since resetting the synchronization can be tricky, Odoo recommends setting " "the maximum allowed expiration date for the client secret (24 months), so " "there is no need to re-synchronize soon. Finally, click :guilabel:`Add` to " "generate the client secret (:guilabel:`Secret ID`)." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:57 msgid "Configuration in Odoo" msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:59 msgid "" "In the Odoo database, go to :menuselection:`Settings --> General Settings " "--> Integrations` and activate the :guilabel:`Outlook Calendar` setting." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst-1 msgid "The \"Outlook Calendar\" setting activated in Odoo." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:66 msgid "" "From the Microsoft Azure portal, under the :guilabel:`Overview` section of " "the application, copy the :guilabel:`Application (Client) ID`, and paste it " "into the :guilabel:`Client ID` field in Odoo." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst-1 msgid "The \"Client ID\" in the Microsoft Azure portal." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:73 msgid "" "In the Microsoft Azure portal, under the :guilabel:`Certificates & secrets` " "section, copy the :guilabel:`Client Secret Value` and paste it into the " ":guilabel:`Client Secret` field in Odoo." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst-1 msgid "The \"Client Secret\" token to be copied from Microsoft to Odoo." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:80 msgid "" "Finally, on the Odoo :menuselection:`Settings --> General Settings` page, " "click :guilabel:`Save`." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:85 msgid "Sync with Outlook" msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:89 msgid "" "Odoo highly recommends testing the Outlook calendar synchronization on a " "test database and a test email address (that is not used for any other " "purpose) before attempting to sync the desired Outlook Calendar with the " "user's production database." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:93 msgid "" "If the user has any past, present, or future events on their Odoo calendar " "before syncing their Outlook calendar, Outlook will treat the events pulled " "from Odoo's calendar during the sync as new events, causing an email " "notification to be sent from Outlook to all the event attendees." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:97 msgid "" "To avoid unwanted emails being sent to all past, present, and future event " "attendees, the user must add the events from the Odoo calendar to the " "Outlook calendar before the first ever sync, delete the events from Odoo, " "and then start the sync." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:101 msgid "" "Even after synchronizing the Odoo Calendar with the Outlook calendar, " "Outlook will still send a notification to all event participants every time " "an event is edited (created, deleted, unarchived, or event date/time " "changed), with no exceptions. This is a limitation that cannot be fixed from" " Odoo's side." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:106 msgid "" "In summary, once a user synchronizes their Outlook calendar with the Odoo " "calendar:" msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:108 msgid "" "Creating an event in Odoo causes Outlook to send an invitation to all event " "attendees." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:109 msgid "" "Deleting an event in Odoo causes Outlook to send a cancellation to all event" " attendees." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:110 msgid "" "Unarchiving an event in Odoo causes Outlook to send an invitation to all " "event attendees." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:111 msgid "" "Archiving an event in Odoo causes Outlook to send a cancellation to all " "event attendees." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:112 msgid "" "Adding a contact to an event causes Outlook to send an invitation to all " "event attendees." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:113 msgid "" "Removing a contact from an event causes Outlook to send a cancellation to " "all event attendees." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:116 msgid "Sync Odoo Calendar and Outlook" msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:118 msgid "" "In the Odoo database, go to the :guilabel:`Calendar` module and click the " ":guilabel:`Outlook` sync button. The page will redirect to a Microsoft login" " page, and the user is asked to log in to their account, if they are not " "already, and grant the required permissions." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst-1 msgid "The \"Outlook\" sync button in Odoo Calendar." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:126 msgid "" "The synchronization is a two-way process, meaning that events are reconciled" " in both accounts (Outlook and Odoo)." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:130 msgid "" "All users that want to use the synchronization simply need to :ref:`sync " "their calendar with Outlook `. The configuration of " "Microsoft's Azure account is only done once, as Microsoft Entra ID tenants' " "Client IDs and Client Secrets are unique, and represent an organization that" " helps the user to manage a specific instance of Microsoft cloud services " "for their internal and external users." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:137 msgid ":doc:`../mail_plugins/outlook`" msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:138 msgid ":doc:`google`" msgstr "" #: ../../content/applications/productivity/discuss.rst:8 msgid "Discuss" msgstr "Razprave" #: ../../content/applications/productivity/discuss/advanced.rst:5 msgid "Advanced" msgstr "Napredno" #: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:3 msgid "Configure ICE servers with Twilio" msgstr "" #: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:5 msgid "" "Odoo Discuss uses WebRTC API and peer-to-peer connections for voice and " "video calls. If one of the call attendees is behind a symmetric NAT, you " "need to configure an ICE server to establish a connection to the call " "attendee. To set up an ICE server, first, create a Twilio account for video " "calls, and then, connect that Twilio account to Odoo." msgstr "" #: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:11 msgid "Create a Twilio account" msgstr "" #: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:13 msgid "" "First, go to `Twilio `_ and click :guilabel:`Sign " "up` to create a new Twilio account. Next, enter your name and email address," " create a password, and accept Twilio's terms of service. Then, click " ":guilabel:`Start your free trial`. Verify your email address with Twilio, as" " per their instructions." msgstr "" #: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:18 msgid "" "Next, enter your phone number into Twilio. Then, Twilio will send you an SMS" " text message containing a verification code. Enter the verification code " "into Twilio to verify your phone number." msgstr "" #: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:22 msgid "" "After that, Twilio redirects to a welcome page. Use the following list to " "answer Twilio's questions:" msgstr "" #: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:25 msgid "" "For :guilabel:`Which Twilio product are you here to use?`, select " ":guilabel:`Video`." msgstr "" #: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:26 msgid "" "For :guilabel:`What do you plan to build with Twilio?`, select " ":guilabel:`Other`." msgstr "" #: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:27 msgid "" "For :guilabel:`How do you want to build with Twilio?`, select " ":guilabel:`With no code at all`." msgstr "" #: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:28 msgid "" "For :guilabel:`What is your goal today?`, select :guilabel:`3rd party " "integrations`." msgstr "" #: ../../content/applications/productivity/discuss/advanced/ice_servers.rst-1 msgid "The Twilio welcome page." msgstr "" #: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:34 msgid "" "If necessary, change the billing country. Finally, click :guilabel:`Get " "Started with Twilio`." msgstr "" #: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:37 msgid "Locate the Twilio Account SID and Auth Token" msgstr "" #: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:39 msgid "" "To locate the Account SID and Auth Token, go to the Twilio account " "dashboard. Then, click :guilabel:`Develop` on the sidebar. In the " ":guilabel:`Account Info` section, locate the :guilabel:`Account SID` and the" " :guilabel:`Auth Token`. Both of these are needed to connect Twilio to Odoo." msgstr "" #: ../../content/applications/productivity/discuss/advanced/ice_servers.rst-1 msgid "" "The Twilio Account SID and Auth Token can be found uner the Account Info " "section." msgstr "" #: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:49 msgid "Connect Twilio to Odoo" msgstr "" #: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:51 msgid "" "Open the Odoo database and go to :menuselection:`Settings --> General " "Settings --> Discuss`. Check the box next to :guilabel:`Use Twilio ICE " "servers` and enter the Twilio account's :guilabel:`Account SID` and " ":guilabel:`Auth Token`. Finally, click :guilabel:`Save` to apply these " "changes." msgstr "" #: ../../content/applications/productivity/discuss/advanced/ice_servers.rst-1 msgid "Enable the \"Use Twilio ICE servers\" option in Odoo General Settings." msgstr "" #: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:61 msgid "Define a list of custom ICE servers" msgstr "" #: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:63 msgid "" "This step is not required for the Twilio configuration. However, if Twilio " "is not configured or is not working at any given moment, Odoo will fall back" " on the custom ICE servers list. The user must define the list of custom ICE" " servers." msgstr "" #: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:67 msgid "" "In :menuselection:`Settings --> General Settings --> Discuss`, click the " ":guilabel:`ICE Servers` button under :guilabel:`Custom ICE server list`." msgstr "" #: ../../content/applications/productivity/discuss/advanced/ice_servers.rst-1 msgid "The \"ICE Servers\" button in Odoo General Settings." msgstr "" #: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:74 msgid "" "Odoo will redirect to the :guilabel:`ICE servers` page. Here you can define " "your own list of ICE servers." msgstr "" #: ../../content/applications/productivity/discuss/advanced/ice_servers.rst-1 msgid "The \"ICE servers\" page in Odoo." msgstr "" #: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:82 msgid "" "For on-premise instances of Odoo, the package `python3-gevent` is necessary " "for the Discuss module to run calls/video calls on Ubuntu (Linux) servers." msgstr "" #: ../../content/applications/productivity/discuss/overview.rst:5 msgid "Overview" msgstr "Pregled" #: ../../content/applications/productivity/discuss/overview/get_started.rst:3 msgid "Get started with Discuss" msgstr "" #: ../../content/applications/productivity/discuss/overview/get_started.rst:5 msgid "" "Odoo *Discuss* is an internal communication app that allows users to connect" " through messages, notes, and file sharing, either through a persistent chat" " window that works across applications, or through the dedicated *Discuss* " "dashboard." msgstr "" #: ../../content/applications/productivity/discuss/overview/get_started.rst:12 msgid "Choose notifications preference" msgstr "" #: ../../content/applications/productivity/discuss/overview/get_started.rst:14 msgid "" "Access user-specific preferences for the *Discuss* app by navigating to " ":menuselection:`Settings app --> Users --> User --> Preferences tab`." msgstr "" #: ../../content/applications/productivity/discuss/overview/get_started.rst-1 msgid "View of the Preferences tab for Odoo Discuss." msgstr "" #: ../../content/applications/productivity/discuss/overview/get_started.rst:21 msgid "" "By default, the :guilabel:`Notification` field is set as :guilabel:`Handle " "by Emails`. With this setting enabled, a notification email will be sent by " "Odoo every time a message is sent from the chatter, a note is sent with an " "`@` mention (from chatter), or a notification is sent for a record that the " "user follows. Something that triggers a notification is changing of the " "stage (if an email\\ is configured to be sent, for example if the task is " "set to :guilabel:`Done`)." msgstr "" #: ../../content/applications/productivity/discuss/overview/get_started.rst:27 msgid "" "By choosing :guilabel:`Handle in Odoo`, the above notifications are shown in" " the *Discuss* app's *inbox*. Messages can have the following actions taken " "on them: respond with an emoji by clicking :guilabel:`Add a Reaction`, or " "reply to the message by clicking on :guilabel:`Reply`. Additional actions " "may include starring the message by clicking :guilabel:`Marked as Todo`, or " "pinning the message by selecting :guilabel:`Pin` or even mark the message as" " unread by selecting :guilabel:`Marked as unread`." msgstr "" #: ../../content/applications/productivity/discuss/overview/get_started.rst-1 msgid "View of an inbox message and its action options in Odoo Discuss." msgstr "" #: ../../content/applications/productivity/discuss/overview/get_started.rst:38 msgid "" "Clicking :guilabel:`Mark as Todo` on a message causes it to appear on the " ":guilabel:`Starred` page, while clicking :guilabel:`Mark as Read` moves the " "message to :guilabel:`History`." msgstr "" #: ../../content/applications/productivity/discuss/overview/get_started.rst-1 msgid "View of messages marked as todo in Odoo Discuss." msgstr "" #: ../../content/applications/productivity/discuss/overview/get_started.rst:46 msgid "Start chatting" msgstr "" #: ../../content/applications/productivity/discuss/overview/get_started.rst:48 msgid "" "The first time a user logs in to their account, OdooBot sends a message " "asking for permission to send desktop notifications for chats. If accepted, " "the user will receive push notifications on their desktop for the messages " "they receive, regardless of where the user is in Odoo." msgstr "" #: ../../content/applications/productivity/discuss/overview/get_started.rst-1 msgid "" "View of the messages under the messaging menu emphasizing the request for push\n" "notifications for Odoo Discuss." msgstr "" #: ../../content/applications/productivity/discuss/overview/get_started.rst:58 msgid "" "To stop receiving desktop notifications, reset the notifications settings of" " the browser." msgstr "" #: ../../content/applications/productivity/discuss/overview/get_started.rst:60 msgid "" "To start a chat, go to the :menuselection:`Discuss` app and click on the " ":guilabel:`+ (plus)` icon next to :guilabel:`Direct Messages` or " ":guilabel:`Channels` in the left menu of the dashboard." msgstr "" #: ../../content/applications/productivity/discuss/overview/get_started.rst-1 msgid "" "View of Discuss's panel emphasizing the titles channels and direct messages in Odoo\n" "Discuss." msgstr "" #: ../../content/applications/productivity/discuss/overview/get_started.rst:69 msgid "" "A company can also easily create :doc:`public and private channels " "`." msgstr "" #: ../../content/applications/productivity/discuss/overview/get_started.rst:73 msgid "Mentions in the chat and on the chatter" msgstr "" #: ../../content/applications/productivity/discuss/overview/get_started.rst:75 msgid "" "To mention a user within a chat or the chatter, type `@user-name`; to refer " "to a channel, type `#channel-name`. The user mentioned will be notified in " "their *inbox* or through an email, depending on their communication " "settings." msgstr "" #: ../../content/applications/productivity/discuss/overview/get_started.rst-1 msgid "View of a couple of chat window messages for Odoo Discuss." msgstr "" #: ../../content/applications/productivity/discuss/overview/get_started.rst:84 msgid "" "When a user is mentioned, the search list (list of names) suggests values " "first based on the task's followers, and secondly on employees. If the " "record being searched does not match with either a follower or employee, the" " scope of the search becomes all partners." msgstr "" #: ../../content/applications/productivity/discuss/overview/get_started.rst:89 msgid "User status" msgstr "" #: ../../content/applications/productivity/discuss/overview/get_started.rst:91 msgid "" "It is helpful to see what colleagues are up to and how quickly they can " "respond to messages by checking their *status*. The status is shown on the " "left side of a contact's name on the :guilabel:`Discuss` sidebar, on the " "*messaging menu* and when listed in the *chatter*." msgstr "" #: ../../content/applications/productivity/discuss/overview/get_started.rst:95 msgid "Green = online" msgstr "" #: ../../content/applications/productivity/discuss/overview/get_started.rst:96 msgid "Orange = away" msgstr "" #: ../../content/applications/productivity/discuss/overview/get_started.rst:97 msgid "White = offline" msgstr "" #: ../../content/applications/productivity/discuss/overview/get_started.rst:98 msgid "Airplane = out of the office" msgstr "" #: ../../content/applications/productivity/discuss/overview/get_started.rst-1 msgid "View of the contacts' status for Odoo Discuss." msgstr "" #: ../../content/applications/productivity/discuss/overview/get_started.rst:106 msgid ":doc:`/applications/productivity/discuss/overview/team_communication`" msgstr "" #: ../../content/applications/productivity/discuss/overview/get_started.rst:107 msgid ":doc:`/applications/productivity/discuss/overview/plan_activities`" msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:3 msgid "Activities" msgstr "Aktivnosti" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:5 msgid "" "*Activities* are follow-up tasks tied to a record in an Odoo database. " "Activities can be scheduled on any page of the database that contains a " "chatter thread, kanban view, list view, or activities view of an " "application." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:10 msgid "Schedule activities" msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:12 msgid "" "One way that activities are created is by clicking the :guilabel:`Schedule " "Activity` button, located at the top of the *chatter* on any record. On the " "pop-up window that appears, select an :guilabel:`Activity Type` from the " "drop-down menu." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:17 msgid "" "Individual applications have a list of *Activity Types* dedicated to that " "application. For example, to view and edit the activities available for the " "*CRM* application, go to :menuselection:`CRM app --> Configuration --> " "Activity Types`." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:21 msgid "" "Enter a title for the activity in the :guilabel:`Summary` field, located in " "the :guilabel:`Schedule Activity` pop-up window." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:24 msgid "" "To assign the activity to a different user, select a name from the " ":guilabel:`Assigned to` drop-down menu. Otherwise, the user creating the " "activity is automatically assigned." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:27 msgid "" "Lastly, feel free to add any additional information in the optional " ":guilabel:`Log a note...` field." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:30 msgid "" "The :guilabel:`Due Date` field on the :guilabel:`Schedule Activity` pop-up " "window auto-populates based on the configuration settings for the selected " ":guilabel:`Activity Type`. However, this date can be changed by selecting a " "day on the calendar in the :guilabel:`Due Date` field." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:34 msgid "Lastly, click one of the following buttons:" msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:36 msgid "" ":guilabel:`Schedule`: adds the activity to the chatter under " ":guilabel:`Planned activities`." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:37 msgid "" ":guilabel:`Mark as Done`: adds the details of the activity to the chatter " "under :guilabel:`Today`. The activity is not scheduled, it is automatically " "marked as completed." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:39 msgid "" ":guilabel:`Done \\& Schedule Next`: adds the task under :guilabel:`Today` " "marked as done, and opens a new activity window." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:41 msgid ":guilabel:`Discard`: discards any changes made on the pop-up window." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 msgid "View of CRM leads and the option to schedule an activity." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:48 msgid "" "Depending on the activity type, the :guilabel:`Schedule` button may be " "replaced by a :guilabel:`Save` button, or an :guilabel:`Open Calendar` " "button." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:51 msgid "" "Scheduled activities are added to the chatter for the record under " ":guilabel:`Planned activities`." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:57 msgid "" "Activities can also be scheduled from the kanban, list, or activities view " "of an application." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:61 msgid "Kanban view" msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:63 msgid "" "Select a record on which to schedule an activity. Click on the :guilabel:`🕘 " "(clock)` icon, then :guilabel:`Schedule An Activity`, and proceed to fill " "out the pop-up form." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0 msgid "" "Kanban view of the CRM pipeline and the option to schedule an activity." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:70 msgid "List view" msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:72 msgid "" "Select a record on which to schedule an activity. Click on the :guilabel:`🕘 " "(clock)` icon, then :guilabel:`Schedule An Activity`. If the record already " "has an activity scheduled, the clock icon may be replaced by a :guilabel:`📞 " "(phone)` or an :guilabel:`✉️ (envelope)` icon." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0 msgid "List view of the CRM pipeline and the option to schedule an activity." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:80 msgid "Activity view" msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:82 msgid "" "To open the activity view for an application, select the :guilabel:`🕘 " "(clock)` icon from the menu bar anywhere in the database. Select any " "application from the drop-down menu, and click the :guilabel:`🕘 (clock)` " "icon for the desired app." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0 msgid "" "Activity menu drop down with focus on where to open activity view for CRM." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:90 msgid "" "Select a record on which to schedule an activity. Move across the row to " "find the desired activity type, then click the :guilabel:`＋ (plus sign)`." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0 msgid "" "Activity view of the CRM pipeline and the option to schedule an activity." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:98 msgid "" "Activity colors, and their relation to an activity's due date, is consistent" " throughout Odoo, regardless of the activity type, or the view." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:101 msgid "" "Activities that appear in **green** indicate a due date sometime in the " "future." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:102 msgid "**Yellow** indicates that the activity's due date is today." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:103 msgid "" "**Red** indicates that the activity is overdue and the due date has passed." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:105 msgid "" "For example, if an activity is created for a phone call, and the due date " "passes, the activity appears with a red phone in list view, and a red clock " "on the kanban view." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:109 msgid "View scheduled activities" msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:111 msgid "" "To view scheduled activities, open either the :menuselection:`Sales app` or " ":menuselection:`CRM app` and click the :guilabel:`🕘 (clock)` icon, located " "to the far-right side of the other view options." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:114 msgid "" "Doing so opens the activities menu, showcasing all the scheduled activities " "for the user, by default. To show all activities for every user, remove the " ":guilabel:`My Pipeline` filter from the :guilabel:`Search...` bar." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:118 msgid "" "To view a consolidated list of activities separated by the application where" " they were created, and by deadline, click the :guilabel:`🕘 (clock)` icon on" " the header menu to see the activities for that specific application in a " "drop-down menu." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:122 msgid "" "The possibility to :guilabel:`Add new note` and :guilabel:`Request a " "Document` appear at the bottom of this drop-down menu, when the :guilabel:`🕘" " (clock)` icon on the header menu is clicked." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 msgid "View of CRM leads page emphasizing the activities menu." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:130 msgid "Configure activity types" msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:132 msgid "" "To configure the types of activities in the database, go to " ":menuselection:`Settings app --> Discuss --> Activities --> Activity Types`." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 msgid "View of the settings page emphasizing the menu activity types." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:139 msgid "" "Doing so reveals the :guilabel:`Activity Types` page, where the existing " "activity types are found." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:141 msgid "" "To edit an existing activity type, select it from the list, then click " ":guilabel:`Edit`. To create a new activity type, click :guilabel:`Create`." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:144 msgid "" "At the top of a blank activity type form, start by choosing a " ":guilabel:`Name` for the new activity type." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 msgid "New activity type form." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:152 msgid "Activity settings" msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:155 #: ../../content/applications/productivity/iot/config/windows_iot.rst:275 #: ../../content/applications/productivity/studio/automated_actions.rst:134 msgid "Action" msgstr "Dejanje" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:157 msgid "" "The *Action* field specifies the intent of the activity. Some actions " "trigger specific behaviors after an activity is scheduled." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:160 msgid "" "If :guilabel:`Upload Document` is selected, a link to upload a document is " "added directly to the planned activity in the chatter." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:162 msgid "" "If either :guilabel:`Phonecall` or :guilabel:`Meeting` are selected, users " "have the option to open their calendar to schedule a time for this activity." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:164 msgid "" "If :guilabel:`Request Signature` is selected, a link is added to the planned" " activity in the chatter that opens a signature request pop-up window." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:168 msgid "" "The actions available to select on an activity type vary, depending on the " "applications currently installed in the database." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:172 msgid "Default user" msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:174 msgid "" "To automatically assign this activity to a specific user when this activity " "type is scheduled, choose a name from the :guilabel:`Default User` drop-down" " menu. If this field is left blank, the activity is assigned to the user who" " creates the activity." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:179 msgid "Default summary" msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:181 msgid "" "To include notes whenever this activity type is created, enter them into the" " :guilabel:`Default Summary` field." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:185 msgid "" "The information in the :guilabel:`Default User` and :guilabel:`Default " "Summary` fields are included when an activity is created. However, they can " "be altered before the activity is scheduled or saved." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:190 msgid "Next activity" msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:192 msgid "" "To automatically suggest, or trigger, a new activity after an activity has " "been marked complete, the :guilabel:`Chaining Type` must be set." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:196 msgid "Suggest next activity" msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:198 msgid "" "In the :guilabel:`Chaining Type` field, select :guilabel:`Suggest Next " "Activity`. Upon doing so, the field underneath changes to: " ":guilabel:`Suggest`. Click the :guilabel:`Suggest` field drop-down menu to " "select any activities to recommend as follow-up tasks to this activity type." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:202 #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:230 msgid "" "In the :guilabel:`Schedule` field, choose a default deadline for these " "activities. To do so, configure a desired number of :guilabel:`Days`, " ":guilabel:`Weeks`, or :guilabel:`Months`. Then, decide if it should occur " ":guilabel:`after completion date` or :guilabel:`after previous activity " "deadline`." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:207 #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:235 msgid "" "This :guilabel:`Schedule` field information can be altered before the " "activity is scheduled." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:209 #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:237 msgid "When all configurations are complete, click :guilabel:`Save`." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 msgid "Schedule activity popup with emphasis on recommended activities." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:216 msgid "" "If an activity has the :guilabel:`Chaining Type` set to :guilabel:`Suggest " "Next Activity`, and has activities listed in the :guilabel:`Suggest` field, " "users are presented with recommendations for activities as next steps." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:221 msgid "Trigger next activity" msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:223 msgid "" "Setting the :guilabel:`Chaining Type` to :guilabel:`Trigger Next Activity` " "immediately launches the next activity once the previous one is completed." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:226 msgid "" "If :guilabel:`Trigger Next Activity` is selected in the :guilabel:`Chaining " "Type` field, the field beneath changes to: :guilabel:`Trigger`. From the " ":guilabel:`Trigger` field drop-down menu, select the activity that should be" " launched once this activity is completed." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 msgid "" "Schedule new activity popup with emphasis on Done and launch next button." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:244 msgid "" "When an activity has the :guilabel:`Chaining Type` set to :guilabel:`Trigger" " Next Activity`, marking the activity as `Done` immediately launches the " "next activity listed in the :guilabel:`Trigger` field." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:249 #: ../../content/applications/productivity/discuss/overview/team_communication.rst:113 msgid ":doc:`get_started`" msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:250 msgid ":doc:`team_communication`" msgstr "" #: ../../content/applications/productivity/discuss/overview/team_communication.rst:3 msgid "Use channels for team communication" msgstr "" #: ../../content/applications/productivity/discuss/overview/team_communication.rst:5 msgid "" "Use channels in the Odoo *Discuss* app to organize discussions between " "individual teams, departments, projects, or any other group that requires " "regular communication. With channels, employees can communicate inside " "dedicated spaces within the Odoo database around specific topics, updates, " "and latest developments having to do with the organization." msgstr "" #: ../../content/applications/productivity/discuss/overview/team_communication.rst:11 msgid "Public and private channels" msgstr "" #: ../../content/applications/productivity/discuss/overview/team_communication.rst:13 msgid "" "A *Public* channel can be seen by everyone, while a *Private* one is only " "visible to users invited to it. To create a new channel, navigate to the " ":menuselection:`Discuss` app, and then click on the :guilabel:`➕ (plus)` " "icon next to the :guilabel:`Channels` heading in the left-side menu. After " "typing the name of the channel, two selectable options will appear: The " "first is a channel with a hashtag (`#`) to indicate that it is a public " "channel; the second option is a channel with a lock icon (`🔒`) next to it, " "to indicate that it is a private channel. Select the channel type that best " "fits the communication needs." msgstr "" #: ../../content/applications/productivity/discuss/overview/team_communication.rst-1 msgid "View of discuss's sidebar and a channel being created in Odoo Discuss." msgstr "" #: ../../content/applications/productivity/discuss/overview/team_communication.rst:26 msgid "" "A public channel is best used when many employees need to access information" " (such as company announcements), whereas a private channel could be used " "whenever information should be limited to specific groups (such as a " "specific department)." msgstr "" #: ../../content/applications/productivity/discuss/overview/team_communication.rst:31 msgid "Configuration options" msgstr "" #: ../../content/applications/productivity/discuss/overview/team_communication.rst:33 msgid "" "The channel's :guilabel:`Group Name`, :guilabel:`Description`, and " ":guilabel:`Privacy` settings can be modified by clicking on the channel's " "settings, represented by a :guilabel:`⚙️ (gear)` icon in the left sidebar " "menu, next to the channel's name." msgstr "" #: ../../content/applications/productivity/discuss/overview/team_communication.rst-1 msgid "View of a channel's settings form in Odoo Discuss." msgstr "" #: ../../content/applications/productivity/discuss/overview/team_communication.rst:42 msgid "Privacy and Members tabs" msgstr "" #: ../../content/applications/productivity/discuss/overview/team_communication.rst:44 msgid "" "Changing :guilabel:`Who can follow the group's activities?` controls which " "groups can have access to the channel." msgstr "" #: ../../content/applications/productivity/discuss/overview/team_communication.rst:48 msgid "" "Allowing :guilabel:`Everyone` to follow a private channel lets other users " "view and join it, as they would a public one." msgstr "" #: ../../content/applications/productivity/discuss/overview/team_communication.rst:51 msgid "" "When choosing :guilabel:`Invited people only`, specify in the " ":guilabel:`Members` tab which members should be invited. Inviting members " "can also be done from the *Discuss* app's main dashboard, by selecting the " "channel, clicking the *add user* icon in the top-right corner of the " "dashboard, and finally clicking :guilabel:`Invite to Channel` once all the " "users have been added." msgstr "" #: ../../content/applications/productivity/discuss/overview/team_communication.rst-1 msgid "View of Discuss' option to invite members in Odoo Discuss." msgstr "" #: ../../content/applications/productivity/discuss/overview/team_communication.rst:60 msgid "" "When the :guilabel:`Selected group of users` option is selected, it reveals " "the ability to add an :guilabel:`Authorized Group`, along with the options " "to :guilabel:`Auto Subscribe Groups` and :guilabel:`Auto Subscribe " "Departments`." msgstr "" #: ../../content/applications/productivity/discuss/overview/team_communication.rst:64 msgid "" "The option to :guilabel:`Auto Subscribe Groups` automatically adds users of " "that particular user group as followers. In other words, while " ":guilabel:`Authorized Groups` limits which users can access the channel, " ":guilabel:`Auto Subscribe Groups` automatically adds users as members as " "long as they are part of a specific user group. The same is true for " ":guilabel:`Auto Subscribe Departments`." msgstr "" #: ../../content/applications/productivity/discuss/overview/team_communication.rst:70 msgid "Quick search bar" msgstr "" #: ../../content/applications/productivity/discuss/overview/team_communication.rst:72 msgid "" "Once at least 20 channels, direct messages, or live chat conversations (if " "*Live Chat* module is installed on the database) are pinned in the sidebar, " "a :guilabel:`Quick search…` bar is displayed. This feature is a convenient " "way to filter conversations and quickly find relevant communications." msgstr "" #: ../../content/applications/productivity/discuss/overview/team_communication.rst-1 msgid "" "View of the Discuss' sidebar emphasizing the quick search bar in Odoo " "Discuss." msgstr "" #: ../../content/applications/productivity/discuss/overview/team_communication.rst:81 msgid "Finding channels" msgstr "" #: ../../content/applications/productivity/discuss/overview/team_communication.rst:83 msgid "" "Click on the settings :guilabel:`⚙️ (gear)` icon, located in the left " "sidebar, to the right of the :guilabel:`CHANNELS` collapsible menu item. " "Doing so will lead to a mosaic view containing all the public channels " "available. Users can join or leave channels on this screen by clicking the " ":guilabel:`JOIN` or :guilabel:`LEAVE` buttons that appear in the channel " "boxes." msgstr "" #: ../../content/applications/productivity/discuss/overview/team_communication.rst:88 msgid "" "There is also the ability to apply filtering criteria and save them for " "later use. The :guilabel:`Search...` function accepts wildcards by using the" " underscore character [ `_` ], and specific searches can be saved by using " "the :menuselection:`Favorites --> Save Current Search` drop-down menu." msgstr "" #: ../../content/applications/productivity/discuss/overview/team_communication.rst-1 msgid "View of a channel being searched through filters in Odoo Discuss" msgstr "" #: ../../content/applications/productivity/discuss/overview/team_communication.rst:98 msgid "Linking channel in chatter" msgstr "" #: ../../content/applications/productivity/discuss/overview/team_communication.rst:100 msgid "" "Channels can be linked in the chatter (log note) of a record in Odoo. To do " "so, simply type: `#` and the channel name. Click or press enter on the " "*channel* name. Upon logging the note a link to the channel will appear. " "After clicking on the link a chat window with the channel conversation will " "pop up in the lower right corner of the screen." msgstr "" #: ../../content/applications/productivity/discuss/overview/team_communication.rst:105 msgid "" "Users are able to contribute to this group channel (either public or member " "based) by typing messages in window and pressing *enter*." msgstr "" #: ../../content/applications/productivity/discuss/overview/team_communication.rst-1 msgid "" "Channel linked in chatter with the channel open on the lower right quadrant." msgstr "" #: ../../content/applications/productivity/discuss/overview/team_communication.rst:114 msgid ":doc:`plan_activities`" msgstr "" #: ../../content/applications/productivity/iot.rst:8 msgid "Internet of Things (IoT)" msgstr "" #: ../../content/applications/productivity/iot.rst:17 msgid "" "The Open Platform Communications (OPC) Unified Architecture (UA) protocol is" " now supported by the :abbr:`IoT (Internet of Things)` box. :abbr:`OPC (Open" " Platform Communications)` :abbr:`UA (United Architecture)` is an open " "standard that specifies information exchange for industrial communication on" " devices, between machines and between systems. This includes communication " "between information technology and operational technology. :abbr:`OPC (Open " "Platform Communications)` :abbr:`UA (United Architecture)` can be used with " "any software platform, on a wide variety of devices, and deployed securely. " "The :abbr:`IoT (Internet of Things)` box has entered the world of the " "Industry 4.0 standard and can be utilized in a wide variety of industries, " "and for things like building automation, packaging, utilities, etc." msgstr "" #: ../../content/applications/productivity/iot/config.rst:5 #: ../../content/applications/productivity/mail_plugins/outlook.rst:10 msgid "Configuration" msgstr "Nastavitve" #: ../../content/applications/productivity/iot/config/connect.rst:3 msgid "Connect an IoT box to Odoo" msgstr "" #: ../../content/applications/productivity/iot/config/connect.rst:5 msgid "" "An Internet of Things (IoT) box is a micro-computer device that allows for " "the connection of input and output devices to an Odoo database. An " ":abbr:`IoT (Internet of Things)` box subscription is required in order to " "use the :abbr:`IoT (Internet of Things)` box with a secured connection. A " "computer is also required to set up the :abbr:`IoT (Internet of Things)` " "box." msgstr "" #: ../../content/applications/productivity/iot/config/connect.rst:11 msgid "`IoT Box FAQ `_" msgstr "" #: ../../content/applications/productivity/iot/config/connect.rst:13 msgid "" "Begin the :abbr:`IoT (Internet of Things)` configuration process by " ":ref:`installing the IoT app ` on the Odoo database through" " the :menuselection:`Apps` application." msgstr "" #: ../../content/applications/productivity/iot/config/connect.rst-1 msgid "The Internet of Things (IoT) app on the Odoo database." msgstr "" #: ../../content/applications/productivity/iot/config/connect.rst:20 msgid "" "Next, after the *IoT app* is installed, navigate to :menuselection:`IoT app " "--> IoT Boxes`, and then click on the :guilabel:`Connect` button located in " "the upper-left corner of the :menuselection:`IoT Boxes` dashboard." msgstr "" #: ../../content/applications/productivity/iot/config/connect.rst-1 msgid "Connecting an IoT box to the Odoo database." msgstr "" #: ../../content/applications/productivity/iot/config/connect.rst:28 msgid "" "There are two recommended ways to connect the :abbr:`IoT (Internet of " "Things)` box to the database once the *IoT app* is installed. Follow the " "steps in either of the next two sections to connect the :abbr:`IoT (Internet" " of Things)` box via :ref:`wired ethernet connection `" " or via :ref:`WiFi `." msgstr "" #: ../../content/applications/productivity/iot/config/connect.rst-1 msgid "Connection steps for a wired connection or WiFi connection." msgstr "" #: ../../content/applications/productivity/iot/config/connect.rst:38 msgid "" "The disk image that the :abbr:`IoT (Internet of Things)` box SD card is " "formatted with is unique to the version of the Odoo database that the " ":abbr:`IoT (Internet of Things)` box is running on. Ensure that the " ":abbr:`IoT (Internet of Things)` box is :doc:`flashed ` with " "the most up-to-date disk image." msgstr "" #: ../../content/applications/productivity/iot/config/connect.rst:46 msgid "Ethernet connection" msgstr "" #: ../../content/applications/productivity/iot/config/connect.rst:48 msgid "" "The following is the process to connect the :abbr:`IoT (Internet of Things)`" " box via an ethernet cable to the Odoo database (by way of the ethernet " "port; RJ-45)." msgstr "" #: ../../content/applications/productivity/iot/config/connect.rst:51 msgid "" "First, connect all wired devices to the :abbr:`IoT (Internet of Things)` box" " (ethernet, :abbr:`USB (Universal Serial Bus)` devices, etc.). At minimum, " "an HDMI screen should be connected. Then, plug the :abbr:`IoT (Internet of " "Things)` box into a power source." msgstr "" #: ../../content/applications/productivity/iot/config/connect.rst:55 msgid "" "Immediately after the unit powers on and boots up, read the *pairing code* " "from the screen or from the printout of a receipt printer connected to the " ":abbr:`IoT (Internet of Things)` box." msgstr "" #: ../../content/applications/productivity/iot/config/connect.rst:59 msgid "" "By default, the :abbr:`IoT (Internet of Things)` box will display the " "*pairing code* for a maximum of 5 minutes after the unit boots up. After 5 " "minutes, the *pairing code* will disappear for security purposes and the " ":abbr:`IoT (Internet of Things)` box will need to be rebooted manually by " "unplugging the unit from the power source for ten seconds and re-plugging it" " back in." msgstr "" #: ../../content/applications/productivity/iot/config/connect.rst:65 msgid "" "If no screen is attached to the :abbr:`IoT (Internet of Things)` box, then " "the *pairing code* can be accessed from the :abbr:`IoT (Internet of Things)`" " box homepage by clicking on the :guilabel:`POS Display` button. For " "instructions on how to access the :abbr:`IoT (Internet of Things)` box " "homepage visit :ref:`iot_connect/token`." msgstr "" #: ../../content/applications/productivity/iot/config/connect.rst:70 msgid "" "On the computer, navigate to :menuselection:`IoT app --> IoT Boxes`, and " "then click on the :guilabel:`Connect` button located in the upper-left " "corner of the the :menuselection:`IoT Boxes` dashboard. Input the *pairing " "code* in the :guilabel:`Pairing Code` field and click on the " ":guilabel:`Pair` button. The database will now link to the :abbr:`IoT " "(Internet of Things)` box and it will appear on the :menuselection:`IoT " "Boxes` page." msgstr "" #: ../../content/applications/productivity/iot/config/connect.rst:79 msgid "WiFi connection" msgstr "" #: ../../content/applications/productivity/iot/config/connect.rst:81 msgid "" "The following is the process to connect the :abbr:`IoT (Internet of Things)`" " box via a WiFi connection to the Odoo database." msgstr "" #: ../../content/applications/productivity/iot/config/connect.rst:84 msgid "" "First, ensure there is no ethernet cable plugged into the :abbr:`IoT " "(Internet of Things)` box. Then, connect all wired devices to the :abbr:`IoT" " (Internet of Things)` box (:abbr:`USB (Universal Serial Bus)` devices, " "etc.)." msgstr "" #: ../../content/applications/productivity/iot/config/connect.rst:88 msgid "" "After connecting the devices, plug the :abbr:`IoT (Internet of Things)` box " "into to a power source. On the computer, navigate to :menuselection:`IoT app" " --> IoT Boxes`, and then click on the :guilabel:`Connect` button located in" " the upper-left corner of the the :menuselection:`IoT Boxes` dashboard. Then" " copy the :guilabel:`Token` from the :guilabel:`WiFi connection` section as " "this will later be used to link the Odoo database to the :abbr:`IoT " "(Internet of Things)` box." msgstr "" #: ../../content/applications/productivity/iot/config/connect.rst:94 msgid "" "Back on the computer, navigate to the available WiFi networks and connect to" " the :abbr:`IoT (Internet of Things)` box WiFi network. The WiFi network " "dispersed by the :abbr:`IoT (Internet of Things)` box will start with " "`IoTBox-xxxxxxxxxx`." msgstr "" #: ../../content/applications/productivity/iot/config/connect.rst-1 msgid "WiFi networks available on the computer." msgstr "" #: ../../content/applications/productivity/iot/config/connect.rst:102 msgid "" "Upon connecting to the :abbr:`IoT (Internet of Things)` box WiFi, a browser " "will automatically redirect to the :menuselection:`Configure Iot Box` " "wizard. Name the :abbr:`IoT (Internet of Things)` box, then paste the " "previously copied *token* into the :guilabel:`Server Token` field, and then " "click on :guilabel:`Next`." msgstr "" #: ../../content/applications/productivity/iot/config/connect.rst-1 msgid "Enter the server token into the IoT box." msgstr "" #: ../../content/applications/productivity/iot/config/connect.rst:112 msgid "" "If the :abbr:`IoT (Internet of Things)` box WiFi connection wizard doesn't " "start, then see the documentation on :ref:`connecting with a token " "`." msgstr "" #: ../../content/applications/productivity/iot/config/connect.rst:115 msgid "" "Now, choose the WiFi network that the :abbr:`IoT (Internet of Things)` box " "will connect with (enter the password if there is one) and click on " ":guilabel:`Connect`. Wait a few seconds and the browser will redirect to the" " :abbr:`IoT (Internet of Things)` box homepage. The computer may need to be " "manually re-connected back to the original WiFi connection, if this does not" " happen automatically." msgstr "" #: ../../content/applications/productivity/iot/config/connect.rst-1 msgid "Configuring the WiFi for the IoT box." msgstr "" #: ../../content/applications/productivity/iot/config/connect.rst:124 msgid "" "After completing each step, the :abbr:`IoT (Internet of Things)` box should " "appear when navigating to :menuselection:`IoT app --> IoT Boxes` on the Odoo" " database." msgstr "" #: ../../content/applications/productivity/iot/config/connect.rst-1 msgid "The IoT box has been successfully configured on the Odoo database." msgstr "" #: ../../content/applications/productivity/iot/config/connect.rst:132 msgid "" "The :abbr:`IoT (Internet of Things)` box may need to be manually rebooted " "upon successfully connecting via WiFi for the box to appear in the *IoT app*" " on the Odoo database. To do so, simply unplug the device and plug it back " "into the power source after ten seconds." msgstr "" #: ../../content/applications/productivity/iot/config/connect.rst:139 msgid "Manually connecting the IoT box using the token" msgstr "" #: ../../content/applications/productivity/iot/config/connect.rst:141 msgid "" "A manual connection of the :abbr:`IoT (Internet of Things)` box to the " ":abbr:`IoT (Internet of Things)` app can be made using the *token*, from a " "computer. The *token* can be found by navigating to :menuselection:`IoT app " "--> IoT Boxes` and clicking on :guilabel:`Connect`." msgstr "" #: ../../content/applications/productivity/iot/config/connect.rst:145 msgid "" "Under the :guilabel:`WiFi Connection` section of the :guilabel:`Connect an " "IoT Box` page that appears, click :guilabel:`Copy` to the right of the " ":guilabel:`Token`. This token will be entered into the :abbr:`IoT (Internet " "of Things)` box homepage." msgstr "" #: ../../content/applications/productivity/iot/config/connect.rst:149 msgid "" "Access the :abbr:`IoT (Internet of Things)` box homepage by entering the " ":abbr:`IP (Internet Protocol)` address of the :abbr:`IoT (Internet of " "Things)` box into a browser window from a computer on the same network as " "the :abbr:`IoT (Internet of Things)` box (preferably by ethernet " "connection)." msgstr "" #: ../../content/applications/productivity/iot/config/connect.rst:154 msgid "" "The :abbr:`IP (Internet Protocol)` address can be accessed by the router " "admin console that the :abbr:`IoT (Internet of Things)` box is connected to," " or by connecting a receipt printer to the :abbr:`IoT (Internet of Things)` " "box. A receipt will print out with the :abbr:`IoT (Internet of Things)` " "box's :abbr:`IP (Internet Protocol)` address on it." msgstr "" #: ../../content/applications/productivity/iot/config/connect.rst:159 msgid "" "On the :abbr:`IoT (Internet of Things)` box homepage, enter the *token* " "under the :guilabel:`Server` section by clicking on :guilabel:`Configure`. " "Then, paste the *token* into the :guilabel:`Server Token` field and click " ":guilabel:`Connect`. The :abbr:`IoT (Internet of Things)` box will then link" " to the Odoo database." msgstr "" #: ../../content/applications/productivity/iot/config/connect.rst:167 msgid "IoT box schema" msgstr "" #: ../../content/applications/productivity/iot/config/connect.rst:170 msgid "Raspberry Pi 4" msgstr "" #: ../../content/applications/productivity/iot/config/connect.rst:174 msgid "The Odoo IoT box (Raspberry Pi 4) schema with labels." msgstr "" #: ../../content/applications/productivity/iot/config/connect.rst:177 msgid "Raspberry Pi 3" msgstr "" #: ../../content/applications/productivity/iot/config/connect.rst:181 msgid "The Odoo IoT box (Raspberry Pi 3) schema with labels." msgstr "" #: ../../content/applications/productivity/iot/config/flash_sdcard.rst:3 msgid "Flashing the SD card" msgstr "" #: ../../content/applications/productivity/iot/config/flash_sdcard.rst:5 msgid "" "In some circumstances, the :abbr:`IoT (Internet of Things)` box's micro SD " "Card may need to be re-flashed to benefit from Odoo's latest :abbr:`IoT " "(Internet of Things)` image update. This means that the Odoo :abbr:`IoT " "(Internet of Things)` box software may need to be updated." msgstr "" #: ../../content/applications/productivity/iot/config/flash_sdcard.rst:10 msgid "Upgrade from the IoT box home page" msgstr "" #: ../../content/applications/productivity/iot/config/flash_sdcard.rst:12 msgid "" "Go to the :abbr:`IoT (Internet of Things)` box homepage by navigating to " ":menuselection:`IoT app --> IoT Boxes` and clicking on the :guilabel:`IP " "address` of the :abbr:`IoT (Internet of Things)` box. Then click on " ":guilabel:`Update` (next to the version number)." msgstr "" #: ../../content/applications/productivity/iot/config/flash_sdcard.rst:16 msgid "" "If a new version of the :abbr:`IoT (Internet of Things)` Box image is " "available, an :guilabel:`Upgrade to _xx.xx_` button will appear at the " "bottom of the page. Click this button to upgrade the unit and the :abbr:`IoT" " (Internet of Things)` box will then flash itself to the new version. All of" " the previous configurations will be saved." msgstr "" #: ../../content/applications/productivity/iot/config/flash_sdcard.rst:22 msgid "" "This process can take more than 30 minutes. Do not turn off or unplug the " ":abbr:`IoT (Internet of Things)` box as it would leave it in an inconsistent" " state. This means that the :abbr:`IoT (Internet of Things)` box will need " "to be re-flashed with a new image. See :ref:`flash_sdcard/etcher`." msgstr "" #: ../../content/applications/productivity/iot/config/flash_sdcard.rst-1 msgid "IoT box software upgrade in the IoT Box Home Page." msgstr "" #: ../../content/applications/productivity/iot/config/flash_sdcard.rst:34 msgid "Upgrade with Etcher Software" msgstr "" #: ../../content/applications/productivity/iot/config/flash_sdcard.rst:37 msgid "" "A computer with a micro SD card reader/adapter is required in order to re-" "flash the micro SD card." msgstr "" #: ../../content/applications/productivity/iot/config/flash_sdcard.rst:40 msgid "" "Navigate to Balena's website and download `Etcher " "`_. It's a free and open-source utility used for " "burning image files onto drives. Click to `download " "`_. Install and launch the " "program on the computer." msgstr "" #: ../../content/applications/productivity/iot/config/flash_sdcard.rst:44 msgid "" "Then download the version-specific :abbr:`IoT (Internet of Things)` image " "from `nightly `_." msgstr "" #: ../../content/applications/productivity/iot/config/flash_sdcard.rst:47 msgid "" "The following are image versions on the `nightly " "`_ website with their corresponding " "Odoo database version:" msgstr "" #: ../../content/applications/productivity/iot/config/flash_sdcard.rst:50 msgid "Odoo V16 --> iotbox-latest.zip" msgstr "" #: ../../content/applications/productivity/iot/config/flash_sdcard.rst:51 msgid "Odoo V15 --> iotboxv21_10.zip" msgstr "" #: ../../content/applications/productivity/iot/config/flash_sdcard.rst:52 msgid "Odoo V14 --> iotboxv21_04.zip" msgstr "" #: ../../content/applications/productivity/iot/config/flash_sdcard.rst:53 msgid "Odoo V13 --> iotboxv20_10.zip" msgstr "" #: ../../content/applications/productivity/iot/config/flash_sdcard.rst:55 msgid "" "The images should be downloaded and extracted to a convenient file location." msgstr "" #: ../../content/applications/productivity/iot/config/flash_sdcard.rst:57 msgid "" "After this step is complete, insert the :abbr:`IoT (Internet of Things)` " "box's micro SD card into the computer or reader. Open *Etcher* and select " ":guilabel:`Flash from file`, then find and select the image just downloaded " "and extracted. Next, select the drive the image should be burned to. Lastly," " click on :guilabel:`Flash` and wait for the process to finish." msgstr "" #: ../../content/applications/productivity/iot/config/flash_sdcard.rst-1 msgid "Balena's Etcher software dashboard." msgstr "" #: ../../content/applications/productivity/iot/config/flash_sdcard.rst:67 msgid "" "An alternative software for flashing the micro SD card is *Raspberry Pi " "Imager*. Download the *Raspberry Pi* software `here " "`_." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:5 msgid "HTTPS certificate (IoT)" msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:8 msgid "What is HTTPS?" msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:10 msgid "" "*Hypertext Transfer Protocol Secure* (HTTPS) is the secure version of " "*Hypertext Transfer Protocol* (HTTP), which is the primary protocol used to " "send data back and forth between a web browser and a website. :abbr:`HTTPS " "(Hypertext Transfer Protocol Secure)` is encrypted in order to increase the " "security of data transfer." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:15 msgid "" ":abbr:`HTTPS (Hypertext Transfer Protocol Secure)` uses an encryption " "protocol to encrypt communications. The protocol is called *Transport Layer " "Security* (TLS), although formerly it was known as *Secure Sockets Layer* " "(SSL)." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:19 msgid "" ":abbr:`HTTPS (Hypertext Transfer Protocol Secure)` occurs based upon the " "transmission of :abbr:`TLS (Transport Layer Security)`/:abbr:`SSL (Secure " "Sockets Layer)` certificates, which verify that a particular provider is who" " they say they are." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:24 msgid "" "In this documentation and throughout Odoo the term \"HTTPS certificate\" " "will be used to define the fact that the :abbr:`SSL (Secure Sockets Layer)` " "certificate is valid and allows a :abbr:`HTTPS (Hypertext Transfer Protocol " "Secure)` connection." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:29 msgid "Why is it needed?" msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:31 msgid "" "In order to communicate with certain network devices (in particular for " "payment terminals), the usage of :abbr:`HTTPS (Hypertext Transfer Protocol " "Secure)` is mandatory. If the :abbr:`HTTPS (Hypertext Transfer Protocol " "Secure)` certificate isn't valid, some devices won't be able to interact " "with the :abbr:`IoT (Internet of Things)` Box." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:37 msgid "How to obtain a Hypertext Transfer Protocol Secure (HTTPS) certificate" msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:39 msgid "" "The generation of the :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` " "certificate is automatic." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:41 msgid "" "The :abbr:`IoT (Internet of Things)` Box will send a specific request to " "``_ which will send back the :abbr:`HTTPS (Hypertext " "Transfer Protocol Secure)` certificate if the :abbr:`IoT (Internet of " "Things)` box and database are eligible." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:48 msgid "Internet of Things (IoT) eligibility" msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:50 msgid "" "The database should be a **production** instance. The database instance " "should not be a copy, a duplicate, a staging, or a development environment." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:52 msgid "The Odoo subscription must:" msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:54 msgid "Have an :guilabel:`IoT Box Subscription` line." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:55 msgid ":guilabel:`Status` must be :guilabel:`In Progress`." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:57 msgid "" "If the subscription is linked to a ``_ portal user " "check the information on the portal subscription page." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:0 msgid "Odoo.com portal subscriptions filtered by \"in progress\"." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:64 msgid "" "In this case, both subscriptions are considered \"in progress\" as the " ":guilabel:`Filter By\\: In Progress` was used." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:68 msgid "" "If the subscription is in question, contact the database's Account Manager " "or Partner regarding the matter." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:72 msgid "" "Troubleshooting Hypertext Transfer Protocol Secure (HTTPS) certificate " "errors" msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:74 msgid "" "If anything goes wrong during the process of the \"HTTPS certificate\" " "generation or reception, a specific error will code be given on the " ":abbr:`IoT (Internet of Things)` box home page." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:78 msgid "" "Accessing the :abbr:`IoT (Internet of Things)` box homepage will check for " "the presence of the \"HTTPS certificate\" and will attempt its generation if" " it is missing. As such, if there is an error on the :abbr:`IoT (Internet of" " Things)` box home page, refresh the :abbr:`IoT (Internet of Things)` home " "page to see if the error disappears." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:84 msgid "`ERR_IOT_HTTPS_CHECK_NO_SERVER`" msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:88 #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:101 #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:110 #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:132 #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:149 #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:166 msgid "Reason:" msgstr "Razlog:" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:87 msgid "" "The configuration regarding the server is missing. In other words, the Odoo " "instance is not connected with the IoT box." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:91 #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:104 #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:114 #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:137 #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:159 #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:170 msgid "Solution:" msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:91 msgid "Ensure that the server is configured." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:94 #: ../../content/applications/productivity/iot/config/windows_iot.rst:121 msgid ":doc:`/applications/productivity/iot/config/connect`" msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:97 msgid "`ERR_IOT_HTTPS_CHECK_CERT_READ_EXCEPTION`" msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:100 msgid "" "An unhandled error happened when trying to read the existing :abbr:`HTTPS " "(Hypertext Transfer Protocol Secure)` certificate." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:104 msgid "" "Ensure that the :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` " "certificate file is readable." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:107 msgid "`ERR_IOT_HTTPS_LOAD_NO_CREDENTIAL`" msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:110 msgid "" "The contract and/or database :abbr:`UUID (Universal Unique Identifier)` is " "missing." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:113 msgid "" "Ensure that both values are configured as intended. To modify them, go to " "the :abbr:`IoT (Internet of Things)` box home page, and navigate to " ":guilabel:`Credential`." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:117 msgid "`ERR_IOT_HTTPS_LOAD_REQUEST_EXCEPTION`" msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:120 msgid "" "An unexpected error happened when the :abbr:`IoT (Internet of Things)` box " "tried to reach ``_. The causes are likely due to the " "network infrastructure/configuration:" msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:124 msgid "" "The :abbr:`IoT (Internet of Things)` box does not have access to internet." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:125 msgid "" "The network does not allow the :abbr:`IoT (Internet of Things)` box to " "communicate with ``_. This may be due to network " "devices preventing the communication (firewalls, etc.) or the network " "configuration (:abbr:`VPN (Virtual Private Network)`, etc.)." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:131 msgid "" "More information regarding the error that occurred can be found in the full " "request exception details, which are in the :abbr:`IoT (Internet of Things)`" " box logs." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:136 msgid "" "Consult with your system or network administrator should this issue arise. " "This error code depends on the network infrastructure and goes beyond Odoo " "support's service scope." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:140 msgid "`ERR_IOT_HTTPS_LOAD_REQUEST_STATUS`" msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:143 msgid "" "The IoT-box was able to reach ``_ but received an " "unusual `HTTP response (status codes) `_." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:147 msgid "" "This error code will also give the HTTP response status codes. For example, " "if the error reads `ERR_IOT_HTTPS_LOAD_REQUEST_STATUS 404` it means that the" " page returned a 404 error, which is the \"Page Not Found\" code." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:152 msgid "" "Check if ``_ is down using a web browser, as it's " "possible that it is down due to maintenance." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:155 msgid "" "If ``_ is down due to maintenance, unfortunately there" " is nothing that can be done but instead wait for it to recover." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:157 msgid "" "If ``_ is not down due to maintenance, open a `support" " ticket `_ on the matter. Ensure that the 3 " "digits status code next to the code error is included in the support ticket." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:162 msgid "`ERR_IOT_HTTPS_LOAD_REQUEST_NO_RESULT`" msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:165 msgid "" "The :abbr:`IoT (Internet of Things)` box was able to reach " "``_ but it refused to deliver the :abbr:`HTTPS " "(Hypertext Transfer Protocol Secure)` certificate." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:169 msgid "" "Ensure that the :abbr:`IoT (Internet of Things)` box and database are " "eligible for a certificate: :ref:`Internet of Things (IoT) eligibility " "`." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:173 msgid "How to ensure that the HTTPS certificate is correct" msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:175 msgid "" "If the certificate has been applied successfully, a new :abbr:`HTTPS " "(Hypertext Transfer Protocol Secure)` :abbr:`URL (Uniform Resource Locator)`" " for the :abbr:`IoT (Internet of Things)` box ending with `.odoo-iot.com` " "will appear on the Odoo database, inside of the :menuselection:`IoT` " "application on that specific device's form." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst-1 msgid "Odoo IoT app IoT box with .odoo-iot.com domain." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:184 msgid "" "When navigating to the :abbr:`URL (Uniform Resource Locator)` in a browser a" " secured :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` connection will " "be established." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:191 msgid "Example of valid SSL certificate details on the browser." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:191 msgid "" "Padlock in Chrome on Windows 10 attesting the fact that the connection is " "secured in :abbr:`HTTPS (Hypertext Transfer Protocol Secure)`." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:194 msgid "" "The IoT-box homepage will now display an `OK` status next to `HTTPS " "certificate`. The drop-down menu icon, when clicked, will reveal information" " regarding the certificate." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst-1 msgid "IoT box homepage with HTTPS certificate OK status." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:202 msgid "Domain Name System (DNS) issue" msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:204 msgid "" "If the :abbr:`IoT (Internet of Things)` box can be accessed from its " ":abbr:`IP (Intrernet Protocol)` address but not the Odoo assigned domain: " "`.odoo-iot.com`; then the :abbr:`IoT (Internet of Things)` box is likely " "running into a :abbr:`DNS (Domain Name System)` issue. On some browsers, it " "will give an error code mentioning :abbr:`DNS (Domain Name System)` (like " "`DNS_PROBE_FINISHED_NXDOMAIN`)." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:209 msgid "" "These :abbr:`DNS (Domain Name System)` issues may appear as the following in" " different browsers:" msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:213 msgid "Chrome" msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:0 #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:219 msgid "DNS issue on Chrome browser on Windows 10." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:222 msgid "Firefox" msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:0 #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:228 msgid "DNS issue on Firefox browser on Windows 10." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:230 msgid "Edge" msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:0 #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:236 msgid "DNS issue on Edge browser on Windows 10." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:240 msgid "Domain Name System (DNS) issue solution" msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:242 msgid "" "Should the router allow the :abbr:`DNS (Domain Name System)` to be manually " "changed, change the DNS to use `Google DNS " "`_." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:244 msgid "" "If your router doesn't allow for this, then a change will need to be made on" " the :abbr:`DNS (Domain Name System)` settings of each of the devices using " "`Google DNS `_. This will " "need to occur on **every** device that plans to interact with the :abbr:`IoT" " (Internet of Things)` box (e.g. computer, tablet or phone). The individual " "device configuration processes can be found on the website of the device's " "manufacturer." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:252 msgid "" "Other :abbr:`IoT (Internet of Things)` devices such as payment terminals " "likely won't need their :abbr:`DNS (Domain Name System)` settings changed as" " they are already configured with custom :abbr:`DNS (Domain Name System)`." msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:257 msgid "" "Consult with your system or network administrator should this issue arise. " "This error code depends on the network infrastructure, and it goes beyond " "Odoo support's service scope." msgstr "" #: ../../content/applications/productivity/iot/config/pos.rst:3 msgid "Use an IoT box with a PoS" msgstr "" #: ../../content/applications/productivity/iot/config/pos.rst:6 msgid "Prerequisites" msgstr "" #: ../../content/applications/productivity/iot/config/pos.rst:8 msgid "Before starting, make sure the following equipment is available:" msgstr "" #: ../../content/applications/productivity/iot/config/pos.rst:10 msgid "An :abbr:`IoT (Internet of Things)` box, with its power adapter." msgstr "" #: ../../content/applications/productivity/iot/config/pos.rst:11 msgid "A computer or tablet with an up-to-date web browser." msgstr "" #: ../../content/applications/productivity/iot/config/pos.rst:12 msgid "" "Odoo Online or an Odoo instance with the *Point of Sale* and *IoT* " "applications installed." msgstr "" #: ../../content/applications/productivity/iot/config/pos.rst:13 msgid "" "A local network set up with :abbr:`DHCP (Dynamic Host Configuration " "Protocol)` (this is the default setting)." msgstr "" #: ../../content/applications/productivity/iot/config/pos.rst:15 msgid "" "An RJ45 Ethernet Cable (optional, but preferred over WiFi, which is already " "built in)." msgstr "" #: ../../content/applications/productivity/iot/config/pos.rst:16 msgid "" "Any of the supported hardware (receipt printer, barcode scanner, cash " "drawer, payment terminal, scale, customer display, etc.). The list of " "supported hardware can be found on the `POS Hardware page " "`_." msgstr "" #: ../../content/applications/productivity/iot/config/pos.rst:21 msgid "Setup" msgstr "Nastavitve" #: ../../content/applications/productivity/iot/config/pos.rst:25 msgid "A suggested configuration for a point of sale system." msgstr "" #: ../../content/applications/productivity/iot/config/pos.rst:27 msgid "" "To connect hardware to the :abbr:`PoS (Point of Sale)`, the first step is to" " connect an :abbr:`IoT (Internet of Things)` box to the database. To do " "this, follow these instructions: :doc:`Connect an Internet of Things (IoT) " "box to the Odoo database `." msgstr "" #: ../../content/applications/productivity/iot/config/pos.rst:31 msgid "" "Then, connect the peripheral devices to the :abbr:`IoT (Internet of Things)`" " box." msgstr "" #: ../../content/applications/productivity/iot/config/pos.rst:37 msgid "Device Name" msgstr "" #: ../../content/applications/productivity/iot/config/pos.rst:38 msgid "Instructions" msgstr "" #: ../../content/applications/productivity/iot/config/pos.rst:39 #: ../../content/applications/productivity/iot/config/troubleshooting.rst:66 msgid "Printer" msgstr "Tiskalnik" #: ../../content/applications/productivity/iot/config/pos.rst:40 msgid "" "Connect a supported receipt printer to a :abbr:`USB (Universal Serial Bus)` " "port or to the network, and power it on. Refer to " ":doc:`/applications/sales/point_of_sale/restaurant/kitchen_printing`." msgstr "" #: ../../content/applications/productivity/iot/config/pos.rst:43 #: ../../content/applications/productivity/iot/config/troubleshooting.rst:412 msgid "Cash drawer" msgstr "" #: ../../content/applications/productivity/iot/config/pos.rst:44 msgid "The cash drawer should be connected to the printer with an RJ25 cable." msgstr "" #: ../../content/applications/productivity/iot/config/pos.rst:45 #: ../../content/applications/productivity/iot/config/troubleshooting.rst:360 msgid "Barcode scanner" msgstr "" #: ../../content/applications/productivity/iot/config/pos.rst:46 msgid "" "In order for the barcode scanner to be compatible it must end barcodes with " "an `ENTER` character (keycode 28). This is most likely the default " "configuration of the barcode scanner." msgstr "" #: ../../content/applications/productivity/iot/config/pos.rst:48 msgid "Scale" msgstr "Tehtnica" #: ../../content/applications/productivity/iot/config/pos.rst:49 msgid "" "Connect the scale and power it on. Refer to " ":doc:`/applications/productivity/iot/devices/scale`." msgstr "" #: ../../content/applications/productivity/iot/config/pos.rst:51 msgid "Customer display" msgstr "" #: ../../content/applications/productivity/iot/config/pos.rst:52 msgid "" "Connect a screen to the :abbr:`IoT (Internet of Things)` box to display the " ":abbr:`PoS (Point of Sale)` order. Refer to " ":doc:`/applications/productivity/iot/devices/screen`." msgstr "" #: ../../content/applications/productivity/iot/config/pos.rst:54 msgid "Payment terminal" msgstr "" #: ../../content/applications/productivity/iot/config/pos.rst:55 msgid "" "The connection process depends on the terminal. Refer to the :doc:`payment " "terminals documentation " "`." msgstr "" #: ../../content/applications/productivity/iot/config/pos.rst:58 msgid "" "Once this is completed, connect the :abbr:`IoT (Internet of Things)` box to " "the :menuselection:`PoS` application. To do this, go to " ":menuselection:`Point of Sale --> Configuration --> PoS`, tick the " ":guilabel:`IoT Box` option, and select the devices to be used in this " ":abbr:`PoS (Point of Sale)`. :guilabel:`Save` the the changes." msgstr "" #: ../../content/applications/productivity/iot/config/pos.rst-1 msgid "Configuring the connected devices in the POS application." msgstr "" #: ../../content/applications/productivity/iot/config/pos.rst:67 msgid "" "Once set up is done, a new :abbr:`PoS (Point of Sale)` session can be " "launched." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:3 #: ../../content/applications/productivity/iot/config/windows_iot.rst:127 msgid "Troubleshooting" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:6 msgid "IoT box connection" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:9 msgid "Unable to locate the pairing code to connect the IoT box" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:11 msgid "" "The pairing code should be printed on receipt printers connected to the " ":abbr:`IoT (Internet of Things)` box and should also be displayed on " "connected monitors." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:14 msgid "The pairing code does not show under the following circumstances:" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:16 msgid "" "The :abbr:`IoT (Internet of Things)` box is already connected to an Odoo " "database." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:17 msgid "" "The :abbr:`IoT (Internet of Things)` box is not connected to the Internet." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:18 msgid "" "The code is only valid for 5 minutes after the :abbr:`IoT (Internet of " "Things)` box has started. It is automatically removed from connected " "displays when this time has expired." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:20 msgid "" "The version of the :abbr:`IoT (Internet of Things)` box image is too old. If" " the :abbr:`IoT (Internet of Things)` box image is from an earlier version, " "then the SD card of the :abbr:`IoT (Internet of Things)` box will need to be" " re-flashed to update the image (see :doc:`Flashing the SD Card " "`)." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:25 msgid "" "If none of the cases listed above correct the issue, then make sure that the" " :abbr:`IoT (Internet of Things)` box has correctly started, by checking " "that a fixed green LED is showing next to the power port." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:30 msgid "IoT box is connected but it is not showing in the database" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:32 msgid "" "When an :abbr:`IoT (Internet of Things)` box connects to a database, it may " "restart. If so, it can take up to five minutes before appearing in the " "database. If the :abbr:`IoT (Internet of Things)` box is still not showing " "after five minutes, make sure that the :abbr:`IoT (Internet of Things)` box " "can reach the database and that the server does not use a multi-database " "environment." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:37 msgid "" "To access the database from the :abbr:`IoT (Internet of Things)` box, open a" " browser and type in the database address." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:41 msgid "The IoT box is connected to the Odoo database, but cannot be reached" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:43 msgid "" "Make sure that the :abbr:`IoT (Internet of Things)` box and the computer " "running the browser are located on the same network, as the :abbr:`IoT " "(Internet of Things)` box cannot be reached from outside the local network." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:48 msgid "The HTTPS certificate does not generate" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:50 msgid "" "In order to generate a :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` " "certificate, an IoT box subscription is required for the :abbr:`IoT " "(Internet of Things)` box. Connecting the :abbr:`IoT (Internet of Things)` " "box prior to configuring an :abbr:`IoT (Internet of Things)` subscription " "for the database and :abbr:`IoT (Internet of Things)` box with the Account " "Manager will result in an unsecured connection." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:56 msgid "" "In addition, a firewall can also prevent the :abbr:`HTTPS (Hypertext " "Transfer Protocol Secure)` certificate from generating correctly. In this " "case, deactivate the firewall until the certificate is successfully " "generated. It should also be noted that certain devices, such as a router " "that has a built-in firewall, can prevent the :abbr:`HTTPS (Hypertext " "Transfer Protocol Secure)` certificate from generating." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:63 msgid ":doc:`HTTPS certificate (IoT) `" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:69 msgid "The printer is not detected" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:71 msgid "" "If a printer does not appear in the devices list, go to the :abbr:`IoT " "(Internet of Things)` box homepage and make sure that it is listed under " ":guilabel:`Printers`." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst-1 msgid "The IoT box Home Page landing page." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:78 msgid "" "If the printer is not present on the :abbr:`IoT (Internet of Things)` box " "homepage, click :guilabel:`Printers Server`, go to the " ":guilabel:`Administration` tab and click on :guilabel:`Add Printer`. If the " "printer is not present in the list, it is likely not connected properly." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:83 msgid "The printer outputs random text" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:85 msgid "" "For most printers, the correct driver should be automatically detected and " "selected. However, in some cases, the automatic detection mechanism might " "not be enough, and if no driver is found, the printer might print random " "characters." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:89 msgid "" "The solution is to manually select the corresponding driver. On the " ":abbr:`IoT (Internet of Things)` box homepage, click on :guilabel:`Printers " "Server`, go to the :guilabel:`Printers` tab and select the printer in the " "list. In the :guilabel:`Administration` drop-down menu, click on " ":guilabel:`Modify Printer`. Follow the steps and select the *make* and " "*model* corresponding to the printer." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst-1 msgid "Edit the printer connected to the IoT box." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:100 msgid "" "Epson and Star receipt printers and Zebra label printers do not need a " "driver to work. Make sure that no driver is selected for those printers." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:104 msgid "Epson configuration special case" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:106 msgid "" "Most Epson printers support printing receipts in Odoo :abbr:`POS (Point of " "Sale)` using the `GS v 0` command. However, the following Epson printer " "models do not support this command:" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:109 msgid "TM-U220" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:110 msgid "TM-U230" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:111 msgid "TM-P60" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:112 msgid "TMP-P60II" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:114 msgid "" "Bypass this issue by configuring the printer to use the `ESC *` command " "instead." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:117 msgid "Process to force ESC * command" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:120 msgid "Epson printer compatibility" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:122 msgid "" "The first step is to check whether the printer is incompatible with `GS v 0`" " command." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:126 msgid "" "`Epson GS v 0 documentation `_ for `GS v 0` " "compatible printers." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:128 msgid "" "`Epson ESC * documentation `_ for `ESC *` " "compatible printers." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:131 msgid "" "If the printer is not compatible with the `ESC *` command then the following" " process is not possible. Should the printer be compatible to use the `ESC " "*` command to print, follow this process to configure the printer with the " ":abbr:`IoT (Internet of Things)` box." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:136 msgid "IoT box configuration for ESC *" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:138 msgid "" "To configure the :abbr:`IoT (Internet of Things)` box to use the `ESC *` " "command to print, go to the :abbr:`IoT (Internet of Things)` box homepage by" " navigating to :menuselection:`IoT app --> IoT Boxes`. Then click on the " ":guilabel:`IP address` and this will direct to the :abbr:`IoT (Internet of " "Things)` box homepage." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:143 msgid "**Choosing the printer**" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:145 msgid "" "Now click on the :guilabel:`Printers server` button. This will redirect the " "browser to the *CUPS* page. Next, go to :menuselection:`Administration --> " "Printers --> Add Printer`, choose the printer that should be modified, and " "then click :guilabel:`Continue`." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:150 msgid "" "If the name of the printer is still uncertain, take the following steps:" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:152 msgid "Take note of the listed printers on the *CUPS* page." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:153 msgid "Turn the printer off and refresh the page." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:154 msgid "" "Now compare the difference with the first list to see which printer " "disappeared." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:155 msgid "Turn the printer back on and refresh the page again." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:156 msgid "Double-check the list again to see if the printer re-appears." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:157 msgid "" "The printer that disappeared and reappears again on the listed printers is " "the name of the printer in question." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:161 msgid "This can be :guilabel:`Unknown` under :guilabel:`Local printers`." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:163 msgid "**CUPS naming convention**" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:165 msgid "" "`CUPS` will prompt the administrator for three pieces of information: the " ":guilabel:`Name`, :guilabel:`Description` and the :guilabel:`Location`. The " "last two pieces of information do not need to be specific, however, the " ":guilabel:`Name` should follow a particular convention to work with the `ESC" " *` command." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:170 msgid "" "The :guilabel:`Name` should match this convention: " "`__IMC___...___`" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:173 msgid "A breakdown of the naming convention:" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:175 msgid "" "`printer_name`: This is the printer name. It can be any character as long as" " it does not contain `_`, `/`, `#`, or ` ` (space character)." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:177 msgid "" "`IMC`: This stands for *Image Mode Column* (the simplified name for `ESC " "*`)." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:178 msgid "`param_1`: This stands for the specific parameter:" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:180 msgid "" "`SCALE`: Scale of the picture (with the same aspect ratio). `X` should be" " an integer describing the scale percentage that should be used." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:184 msgid "" "`100` is the original size, `50` is half the size, `200` is twice the size." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:186 msgid "" "`LDV`: *Low Density Vertical* (will be set to *High Density Vertical* if not" " specified)." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:187 msgid "" "`LDH`: *Low Density Horizontal* (will be set to *High Density Horizontal* if" " not specified)." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:190 msgid "" "*Density* parameters might need to be configured in a particular way " "depending on the printer model." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:194 msgid "" "Visit `Epson's ESC * documentation `_ and click on the " "printer model printer in the table above to see if the printer should set " "these parameters." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:199 msgid "The following are examples of proper and improper name formatting:" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:201 msgid "Proper name formatting:" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:203 msgid "`EPSONTMm30II__IMC__`" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:204 msgid "`EPSON_TM_U220__IMC_LDV_LDH_SCALE80__`" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:206 msgid "" "Improper name formatting (this will not prevent printing, but the result " "might not have the expected printed output):" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:209 msgid "`EPSON TMm 30II` -> The name cannot have spaces." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:210 msgid "" "`EPSONTMm30II` -> The name itself is correct, but it will not use `ESC *`." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:211 msgid "`EPSONTMm30II__IMC` -> This name is missing the end `__`." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:212 msgid "" "`EPSONTMm30II__IMC_XDV__` -> The parameter `XDV` does not match any existing" " parameters." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:213 msgid "" "`EPSONTMm30II__IMC_SCALE__` -> The parameter `SCALE` is missing the scale " "value." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:215 msgid "**Finish adding a printer**" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:217 msgid "" "After setting the name of the printer with the appropriate naming " "convention, click :guilabel:`Continue`. Next, set the :guilabel:`Make` value" " to :guilabel:`Raw` and for the :guilabel:`Model` value, set this to " ":guilabel:`Raw Queue (en)`." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:221 msgid "" "After completing these steps, click :guilabel:`Add Printer`. If everything " "was done correctly, the page should redirect to the *Banners* page." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:224 msgid "" "At this point the printer should have been created, now the :abbr:`IoT " "(Internet of Things)` box just needs to detect it and then sync to Odoo's " "server (this could take a few minutes)." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:227 msgid "**Adding the printer to Odoo PoS**" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:229 msgid "" "Once the printer is visible on the Odoo database, do not forget to choose it" " in the :abbr:`PoS (Point of Sale)`configuration as the :abbr:`IoT (Internet" " of Things)` printer. Navigate to :menuselection:`Pos App --> Settings --> " "Connected Devices --> IoT Box --> Receipt Printer --> Save`." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:235 msgid "" "If the printer was set up incorrectly (it is still printing random text or " "the printed receipt is too big or small), then it cannot be modified via the" " printer name with *CUPS*. Instead, the above process can be repeated to set" " up another printer from scratch to create one with modified parameters." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:240 msgid "**Example setup of the Epson TM-U220B printer using ESC**" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:245 msgid "" "The following is an example of the troubleshooting process for a TM-U220B " "printer model using the `ESC *` command. The receipt pictured below is an " "example of a receipt that is printing correctly due to proper formatting (in" " theory):" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:0 msgid "Properly formatted receipt picture from a demo database." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:253 msgid "" "Trying to print this receipt right-away prior to the proper formatting will " "not work as the TM-U220B printer model does not support `GS v 0`. Instead " "random characters will print:" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:0 msgid "Printer paper with seemingly random characters." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:260 msgid "" "To properly configure formatting for the Epson TM-U220B printer model take " "the following steps." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:262 msgid "" "After consulting Epson's website for compatibility for both of the commands:" " `GS v 0 `_ and `ESC * " "`_, it can be seen that " "indeed the TM-U220B is not compatible with `GS v 0`, but is compatible with " "`ESC *`." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:0 msgid "Epson compatibility evaluation from Epson website." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:271 msgid "" "When adding the printer, *CUPS* will ask which printer should be added:" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:0 msgid "Administration menu, add printer selection." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:277 msgid "" "In this case, the printer is connected via :abbr:`USB (Universal Serial " "Bus)` so it won' be part of the :guilabel:`Discovered Network Printers`. " "Instead it is likely part of the :guilabel:`Unknown` selection under " ":guilabel:`Local Printers`. By unplugging the printer's :abbr:`USB " "(Universal Serial Bus)` cable from the :abbr:`IoT (Internet of Things)` box " "and refreshing the page, the :guilabel:`Unknown` printer disappears. By " "plugging it back in, the printer reappears, so it can be said that this is " "the printer in question." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:284 msgid "" "For the naming convention, since it needs to print using the `ESC *` " "command, it is imperative to add `__IMC`. Reference the printer model on " "`Epson's ESC * site `_ to find out more about" " the *density* parameters." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:0 msgid "Epson TM-U220 specifications on manufacturer's website." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:293 msgid "" "For this particular model, TM-U220, `m` should be equal to 0 or 1. While " "referencing the :guilabel:`Description` below the pink box in the above " "picture, the `m` values could be 0, 1, 32 or 33. So in this printers case, " "the `m` value can NOT be 32 or 33 (otherwise there will be random characters" " printed)." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:298 msgid "" "The table includes the numeric values: 32 and 33, they both occur if the " ":guilabel:`Number of bits for vertical data` is set to 24. This means that " "is a *High Vertical Density*. In the case of configuring the Epson TM-U220, " "the *Low Vertical Density* will need to be forced, as this printer model " "does not support *High Vertical Density* for this command `ESC *`." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:303 msgid "" "To add a *Low Vertical Density*, add the `LDV` parameter to the naming " "convention." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:0 msgid "" "Add a *Low Vertical Density* (the `LDV` parameter) to the naming convention." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:309 msgid "" "Click :guilabel:`Continue` to proceed. Next, set the :guilabel:`Make` value " "to :guilabel:`Raw` and for the :guilabel:`Model` value, set this to " ":guilabel:`Raw Queue (en)`." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:0 msgid "Epson TM-U220 specifications on manufacturers website." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:316 msgid "" "However, when trying to print with the naming convention: " "`EpsonTMU220B__IMC_LDV__`, it prints the receipt, but it is too big and " "outside the margin. To resolve this, add a new printer (and naming " "convention) with the `SCALE` parameter to adapt to our receipt size." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:320 msgid "Here are some examples:" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:325 msgid "Printer Naming Convention" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:326 msgid "`EpsonTMU220B__IMC_LDV__`" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:327 msgid "`EpsonTMU220B__IMC_LDV_SCALE75__`" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:328 msgid "`EpsonTMU220B__IMC_LDV_LDH__`" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:329 msgid "`EpsonTMU220B__IMC_LDV_LDH_SCALE35__`" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:0 msgid "Receipt example format." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:0 msgid "Receipt format using naming convention: EpsonTMU220B__IMC_LDV__." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:0 msgid "" "Receipt format using naming convention: EpsonTMU220B__IMC_LDV_SCALE75__." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:0 msgid "Receipt format using naming convention: EpsonTMU220B__IMC_LDV_LDH__." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:0 msgid "" "Receipt format using naming convention: EpsonTMU220B__IMC_LDV_LDH_SCALE35__." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:347 msgid "The Zebra printer does not print anything" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:349 msgid "" "Zebra printers are quite sensitive to the format of the Zebra Programming " "Language (ZPL) code that is printed. If nothing comes out of the printer or " "blank labels are printed, try changing the format of the report that is sent" " to the printer by accessing :menuselection:`Settings --> Technical --> User" " Interface --> Views` in :ref:`developer mode ` and look for" " the corresponding template." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:356 msgid "" "Check out Zebra's instructions on printing :abbr:`ZPL (Zebra Programming " "Language)` files `here `_." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:363 msgid "The characters read by the barcode scanner do not match the barcode" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:365 msgid "" "By default, most barcode scanners are configured in the US QWERTY format. If" " the barcode scanner uses a different layout, go to the form view of the " "device (:menuselection:`IoT App --> Devices --> Barcode Device`) and select " "the correct format." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:370 msgid "Nothing happens when a barcode is scanned" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:372 msgid "" "Make sure that the correct device is selected in the :menuselection:`Point " "of Sale` configuration and that the barcode is configured to send an `ENTER`" " character (keycode 28) at the end of every barcode. To do so, navigate to " ":menuselection:`PoS app --> 3-Dot Menu on the PoS --> IoT Box section --> " "Edit`." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:378 msgid "The barcode scanner is detected as a keyboard" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:381 msgid "" "Some barcode scanners do not advertise themselves as barcode scanners but as" " a USB keyboard instead, and will not be recognized by the :abbr:`IoT " "(Internet of Things)` box." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:384 msgid "" "The device type can be manually changed by going to its form view " "(:menuselection:`IoT App --> Devices --> Barcode Device`) and activating the" " :guilabel:`Is scanner` option." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst-1 msgid "Modifying the form view of the barcode scanner." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:392 msgid "Barcode scanner processes barcode characters individually" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:394 msgid "" "When accessing the mobile version of Odoo from a mobile device, or tablet, " "paired with a barcode scanner, via the :abbr:`IoT (Internet of Things)` box," " the scanner may process each barcode character as an individual scan. In " "this case, the *Keyboard Layout* option **must** be filled out with the " "appropriate language of the barcode scanner on the *Barcode Scanner* form " "page." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:400 msgid "" "Access the barcode scanner form page by navigating to :menuselection:`IoT " "App --> Devices --> Barcode Scanner`." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst-1 msgid "Barcode scanner form page, with keyboard layout option highlighted." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:407 msgid "" "The :guilabel:`Keyboard Layout` is language based, and the options available" " vary, depending on the device and the language of the database. For " "example: :guilabel:`English (UK)`, :guilabel:`English (US)`, etc." msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:415 msgid "The cash drawer does not open" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:417 msgid "" "The cash drawer should be connected to the printer and the :guilabel:`Cash " "drawer` checkbox should be ticked in the :abbr:`PoS (Point of Sale)` " "configuration. To do so, navigate to :menuselection:`POS app --> 3-Dot Menu " "on the POS --> IoT Box section --> Edit --> Receipt Printer --> Cashdrawer " "checkbox`." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:3 msgid "Connect Windows IoT Odoo" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:5 msgid "" "A Virtual IoT box is a computer program that needs to be downloaded and " "installed on a Windows computer. This requires a Windows operating system " "with an Odoo 16 or later database." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:8 msgid "" "The Windows virtual :abbr:`IoT (Internet of Things)` box works the same way " "as a physical :abbr:`IoT (Internet of Things)` box, with the ability to run " "most of the same devices. All :abbr:`POS (Point of Sale)` devices work with " "it, such as a scale or printer. Payment terminals will also work, but it " "should be noted that :abbr:`MRP (Material Requirement Planning)` devices are" " not compatible. *These include cameras or measurement tools.*" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:15 msgid "Pre-requisites" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:17 msgid "" "The following items will be needed to complete the Windows :abbr:`IoT " "(Internet of Things)` installation." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:20 msgid "Odoo 16 database or any version above." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:21 msgid "" ":abbr:`IoT (Internet of Things)` compatible devices (except those mentioned " "above). Refer to: `Odoo's compatible IoT devices " "`_." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:23 msgid "Device drivers for Windows." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:26 msgid "" "Odoo recommends using an updated, recent version of Windows (Windows 10/11) " "as some older operating systems can cause the Windows virtual :abbr:`IoT " "(Internet of Things)` to not work." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:29 msgid "Windows computer (laptop, desktop, or server)." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:30 msgid "" "Odoo :abbr:`IoT (Internet of Things)` subscription. Refer to: :ref:`iot/iot-" "eligibility`." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:33 msgid "Connect the Windows virtual IoT box to an Odoo database" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:35 msgid "" "The Windows virtual IoT box is simple to setup in just a few easy steps. " "Follow this process when installing the Windows virtual IoT software for the" " first time." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:39 msgid "Download and initial installation" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:41 msgid "" "To begin the installation, navigate to the Odoo 16 or higher installation " "package for Enterprise or Community - Windows edition at `Odoo's download " "page `_. Next, install and setup the Odoo " ":file:`.exe` file. After the instructions screen, click :guilabel:`Next` to " "start the installation and agree to the :abbr:`TOS (Terms of Service)`." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:46 msgid "" "During the next step of the installation, select :guilabel:`Odoo IoT` from " "the :guilabel:`Select the type of install` drop-down menu." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:50 msgid "For reference, the following should be installed:" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:52 msgid "**Odoo server**" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:53 msgid "**Odoo IoT**" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:54 msgid "**Nginx WebServer**" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:55 msgid "**Ghostscript interpreter**" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:57 msgid "" "Ensure there is enough space on the computer for the installation and click " ":guilabel:`Next`." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:60 msgid "Setting the destination and completing the installation" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:62 msgid "" "To complete the installation, select the :guilabel:`Destination Folder` and " "click :guilabel:`Install`." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:66 msgid "" "Choosing ``C:\\odoo`` as the install location will allow for the Nginx " "server to start. If the folder doesn't exist, then create it. Otherwise the " "installation files will be spread throughout the hard drive." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:71 msgid "" "Odoo's Windows virtual IoT software should not be installed inside any of " "the Window's User's directories. Doing so will not allow for Nginx to " "initialize." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:74 msgid "" "The installation may take a few minutes. When complete, click " ":guilabel:`Next` to continue." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:76 msgid "" "Ensure that the :guilabel:`Start Odoo` box is checked and click " ":guilabel:`Finish`. After installation, the Odoo server will run and " "automatically open `http://localhost:8069` on a web browser. The webpage " "should display the :abbr:`IoT (Internet of Things)` box homepage." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:81 msgid "" "A restart of the Windows IoT program may be necessary should the web browser" " not display anything. :ref:`iot/restart_windows_iot`" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:85 msgid "Connecting devices" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:87 msgid "" "Next, connect the :abbr:`IoT (Internet of Things)` devices to the Windows " "computer. Windows should automatically detect the device because the driver " "is pre-installed on the computer. If not, search for and install the Windows" " driver for the device." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:92 msgid "" "Most devices connect to the Windows Machine for Windows IoT automatically " "through Windows Plug-N-Play (PnP). However, if Windows does not " "automatically recognize the device after connecting, then the administrator " "may need to install the corresponding drivers manually." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:96 msgid "Devices automatically recognized:" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:98 msgid "Regular ink/toner based printers" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:99 msgid "Receipt printers (Epson/Star)" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:100 msgid "Barcode scanners" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:101 msgid "" "Measurement devices (although some configuration of the measurement device " "settings is required) See this documentation: " ":doc:`../devices/measurement_tool`" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:104 msgid "" "Devices not automatically recognized (requires manual driver download):" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:106 msgid "Label printers (Zebra)" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:107 msgid "Scales" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:109 msgid "" "Reference the manufacturer's website for the equipment in question. Then, " "download the drivers and install them on the Windows machine. Reconnect the " "device in question and Windows will find the device." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:113 msgid "" "Following connecting devices to the computer, refresh the :abbr:`IoT " "(Internet of Things)` box homepage and verify the device is seen. If not, " "reload the handlers through the :abbr:`IoT (Internet of Things)` box " "homepage." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:117 msgid "" "Finally, connect Windows :abbr:`IoT (Internet of Things)` to a database " "using existing instructions (manually using the Token)." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:123 msgid "" "Now the installation is complete, the devices connected to :abbr:`IoT " "(Internet of Things)` can be used to complete processes/actions." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:132 msgid "Restart Windows IoT box" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:134 msgid "" "In some instances a manual restart of the physical :abbr:`IoT (Internet of " "Things)` box can resolve the issue of an :abbr:`IoT (Internet of Things)` " "box not showing up on the database. For the Windows virtual :abbr:`IoT " "(Internet of Things)` box a manual restart of the Odoo server can resolve " "database connection issues." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:139 msgid "To restart the virtual Windows IoT server:" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:141 msgid "Type `Services` into the Windows :guilabel:`Search Bar`." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:142 msgid "" "Select the :menuselection:`Services` App and scroll down to the " ":guilabel:`Odoo` service." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:143 msgid "" "Right click on :guilabel:`Odoo` and select :guilabel:`Start` or " ":guilabel:`Restart`. This action will manually restart the Odoo IoT server." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:147 msgid "Firewalls" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:149 msgid "" "Firewalls keep devices safe and secure. Sometimes they can block connections" " that should be made though. The Windows virtual :abbr:`IoT (Internet of " "Things)` box software may not be reachable to the :abbr:`LAN (Local Area " "Network)` due to a firewall preventing the connection. Consult your local IT" " support team to make exceptions (network discovery) in the :abbr:`OS " "(Operating System)` or firewall program. Windows has their own firewall as " "do other virus protection programs." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:156 msgid "" "A client might encounter a time when they are able to reach the homepage of " "the :abbr:`IoT (Internet of Things)` box, yet they cannot access it from " "another computer/mobile device/tablet on the same network." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:161 msgid "Making an exception on Windows Defender" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:163 msgid "" "It is possible to allow other devices to access the Windows virtual " ":abbr:`IoT (Internet of Things)` box while keeping the firewall on. This is " "done by creating a rule on *Windows Defender* and allowing communication " "through port `8069`. The following process describes the steps to take in " "order to make this exception." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:169 msgid "Create a rule in Windows Defender" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:171 msgid "" "First, open the *Windows Firewall* by navigating to the " ":menuselection:`Start Menu` and typing in `Firewall`. Then, open the " ":menuselection:`Windows Defender Firewall` program. In the left-hand menu, " "navigate to :guilabel:`Advanced Settings`." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:175 msgid "" "Once :guilabel:`Advanced Settings` have been selected, click " ":guilabel:`Inbound Rules` in the left-hand menu. Then, in the right-hand " "menu column (under :guilabel:`Inbound Rules`), click on :guilabel:`New Rule`" " to create a new rule." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:180 msgid "Configure new rule" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:182 msgid "" "On the :menuselection:`Rule Type` screen, select :guilabel:`Port`. Then " "click :guilabel:`Next`. From the :menuselection:`Protocol and Ports` page " "leave the rule application to :guilabel:`TCP`. Then, select " ":guilabel:`Specific Local Ports` for the :guilabel:`ports` option. In the " "text box, type in `8069`. Finally click :guilabel:`Next` to continue to the " "next step." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:187 msgid "" "On the :menuselection:`Actions` page, select :guilabel:`Allow the " "connection` and click :guilabel:`Next`. The following page on the " ":menuselection:`Rule Configuration` wizard is the :guilabel:`Profile` page. " "On this page, select whichever connection type applies to the network the " "Windows machine is operating on. Ideally, select :guilabel:`Private` only " "connections. The *Private* connection type is the most secure connection " "while allowing the selected port to communicate. Click :guilabel:`Next` to " "continue." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:194 msgid "" "Finally, assign a new, unique name to the rule. For example, this name can " "be `Odoo`. Optionally, add a brief description in the " ":guilabel:`Description` field. Click :guilabel:`Finish` to complete the " ":guilabel:`Rule Configuration` wizard. Now, the new rule is active and " "devices can connect to the Windows virtual :abbr:`IoT (Internet of Things)` " "box." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:200 msgid "Worldline exception" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:202 msgid "" "*Worldline* is a payment terminal that can be connected to Odoo's *PoS* " "(point of sale) system. It allows for a comprehensive and fluid payment " "experience for customers. Worldline is available in Benelux (coalition of " "Belgium, the Netherlands, and Luxembourg)." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:206 msgid "" "When using the Windows IoT server to connect the Worldline payment terminal," " it is necessary to create an exception in the Windows firewall so that a " "connection can be made between the Odoo database/:abbr:`IoT (Internet of " "Things)` box and Worldline." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:211 msgid "" ":doc:`../../../sales/point_of_sale/payment_methods/terminals/worldline`" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:213 msgid "" "To create the exception, first, open the *Windows Defender Firewall* app on " "the Windows machine. This can be accomplished by typing `windows defender` " "in the :guilabel:`Search` bar." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:216 msgid "Next, click :guilabel:`Advanced settings` in the left menu." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst-1 msgid "" "Advanced settings option highlighted in the left pane of the Windows " "Defender Firewall app." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:222 msgid "In the left menu, choose :guilabel:`Inbound Rules`." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst-1 msgid "" "Windows Defender left window pane with inbound rules menu item highlighted." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:228 msgid "" "After selecting :guilabel:`Inbound Rules`, select :guilabel:`New Rule` in " "the far right menu." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst-1 msgid "New rule dropdown shown with new rule option highlighted." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:234 msgid "" "Then, for the :guilabel:`Rule Type`, select the radio button for " ":guilabel:`Port`. Click :guilabel:`Next` to continue to the rest of the " "configuration." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst-1 msgid "Rule Type window open, with the radio button next to port highlighted." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:241 msgid "" "On the :guilabel:`Protocols and Ports` page, choose the radio button for " ":guilabel:`TCP`, under :guilabel:`Does this rule apply to TCP or UDP?`." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:244 msgid "" "Next, under :guilabel:`Does this rule apply to all local ports or specific " "ports?`, select the radio button for :guilabel:`Specific local ports`. Then," " enter `9050`, and click :guilabel:`Next` to continue." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst-1 msgid "" "Protocol/port configuration window with TCP, specific port (9050) and Next " "highlighted." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:252 msgid "" "The next screen is the :guilabel:`Action` page. Under :guilabel:`What action" " should be taken when a connection matches the specified conditions?`, " "choose the radio button for :guilabel:`Allow the connection`. Then, click " ":guilabel:`Next` to continue." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:256 msgid "" "A :guilabel:`Profile` page appears. Under :guilabel:`When does this rule " "apply?`, leave the three boxes checked for: :guilabel:`Domain`, " ":guilabel:`Private`, and :guilabel:`Public`. Click :guilabel:`Next` to " "continue to the naming convention page." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:260 msgid "" "On the :guilabel:`Name` page, enter `Odoo Worldline`, under the " ":guilabel:`Name` field. Enter a :guilabel:`Description (optional)`. Finally," " once ready, click :guilabel:`Finish`." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:263 msgid "The final :guilabel:`Inbound rule` should appear as follows:" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:270 msgid "Odoo Worldline" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:271 msgid "Profile" msgstr "Profil" #: ../../content/applications/productivity/iot/config/windows_iot.rst:272 msgid "All" msgstr "Vse" #: ../../content/applications/productivity/iot/config/windows_iot.rst:273 msgid "Enabled" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:274 msgid "Yes" msgstr "Da" #: ../../content/applications/productivity/iot/config/windows_iot.rst:276 msgid "Allow" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:277 msgid "Override" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:278 msgid "No" msgstr "Ne" #: ../../content/applications/productivity/iot/config/windows_iot.rst:279 msgid "Program" msgstr "Program" #: ../../content/applications/productivity/iot/config/windows_iot.rst:280 #: ../../content/applications/productivity/iot/config/windows_iot.rst:282 #: ../../content/applications/productivity/iot/config/windows_iot.rst:284 #: ../../content/applications/productivity/iot/config/windows_iot.rst:290 #: ../../content/applications/productivity/iot/config/windows_iot.rst:292 #: ../../content/applications/productivity/iot/config/windows_iot.rst:294 #: ../../content/applications/productivity/iot/config/windows_iot.rst:296 #: ../../content/applications/productivity/iot/config/windows_iot.rst:298 #: ../../content/applications/productivity/iot/config/windows_iot.rst:302 msgid "Any" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:281 msgid "Local Address" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:283 msgid "Remote Address" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:285 msgid "Protocol" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:286 msgid "TCP" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:287 msgid "Local Port" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:288 msgid "9050" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:289 msgid "Remote Port" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:291 msgid "Authorized Users" msgstr "Pooblaščeni uporabniki" #: ../../content/applications/productivity/iot/config/windows_iot.rst:293 msgid "Authorized Computers" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:295 msgid "Authorized Local Principals" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:297 msgid "Local User Owner" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:299 msgid "PolicyAppld" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:300 msgid "None" msgstr "Brez" #: ../../content/applications/productivity/iot/config/windows_iot.rst:301 msgid "Application Package" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:305 msgid "Uninstalling Windows IoT" msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:307 msgid "" "Uninstalling the Windows virtual :abbr:`IoT (Internet of Things)` box is " "done through the Windows program manager. Using any Windows version, search " "for `program`. Then, select :guilabel:`Add or Remove Programs` located in " "the control panel. Search for `Odoo` and click the :guilabel:`three dot " "menu` to uninstall." msgstr "" #: ../../content/applications/productivity/iot/config/windows_iot.rst:312 msgid "" "Confirm the un-installation and follow the steps to uninstall through the " "Odoo uninstall guide." msgstr "" #: ../../content/applications/productivity/iot/devices.rst:5 msgid "Devices" msgstr "Naprave" #: ../../content/applications/productivity/iot/devices/camera.rst:3 msgid "Connect a camera" msgstr "" #: ../../content/applications/productivity/iot/devices/camera.rst:5 msgid "" "A camera can be connected to an :abbr:`IoT (Internet of Things)` box with an" " Odoo database in just a few steps. Once a camera is connected to an " ":abbr:`IoT (Internet of Things)` box, it can be used in a manufacturing " "process, or it can be linked to a quality control point/quality check. Doing" " so allows for the taking of pictures when a chosen quality control " "point/check has been reached, or when a specific key is pressed during " "manufacturing." msgstr "" #: ../../content/applications/productivity/iot/devices/camera.rst:12 #: ../../content/applications/productivity/iot/devices/footswitch.rst:14 #: ../../content/applications/productivity/iot/devices/printer.rst:11 #: ../../content/applications/productivity/iot/devices/scale.rst:10 #: ../../content/applications/productivity/iot/devices/screen.rst:18 msgid "Connection" msgstr "Povezava" #: ../../content/applications/productivity/iot/devices/camera.rst:14 msgid "" "To connect a camera to an :abbr:`IoT (Internet of Things)` box, simply " "connect the two via cable. This is usually done with a :abbr:`USB (Universal" " Serial Bus)` cable of some sort." msgstr "" #: ../../content/applications/productivity/iot/devices/camera.rst:17 msgid "" "If the camera is `supported `_, " "there is no need to set up anything, as it'll be detected as soon as it's " "connected." msgstr "" #: ../../content/applications/productivity/iot/devices/camera.rst-1 msgid "Camera recognized on the IoT box." msgstr "" #: ../../content/applications/productivity/iot/devices/camera.rst:25 msgid "Link camera to quality control point in manufacturing process" msgstr "" #: ../../content/applications/productivity/iot/devices/camera.rst:27 msgid "" "In the :menuselection:`Quality app`, a device can be set up on a " ":guilabel:`Quality Control Point`. To do that, navigate to the " ":menuselection:`Quality app --> Quality Control --> Control Points` and open" " the desired :guilabel:`Control Point` that'll be linked to the camera." msgstr "" #: ../../content/applications/productivity/iot/devices/camera.rst:31 msgid "" "On the control point form, edit the control point by selecting the " ":guilabel:`Type` field, and clicking on :guilabel:`Take a Picture` from the " "drop-down menu. Doing so reveals a field called :guilabel:`Device`, wherein " "the attached *device* can be selected. :guilabel:`Save` the changes, if " "required." msgstr "" #: ../../content/applications/productivity/iot/devices/camera.rst-1 msgid "Setting up the device on the quality control point." msgstr "" #: ../../content/applications/productivity/iot/devices/camera.rst:40 msgid "" "The camera is now useable with the selected quality control point. When the " "quality control point is reached during the manufacturing process, the " "database prompts the operator to take a picture." msgstr "" #: ../../content/applications/productivity/iot/devices/camera.rst-1 msgid "Graphic user interface of the device on the quality control point." msgstr "" #: ../../content/applications/productivity/iot/devices/camera.rst:48 msgid "" "Quality control points can also be accessed by navigating to " ":menuselection:`IoT App --> Devices`. From here, select the device. There is" " a :guilabel:`Quality Control Points` tab, where they can be added with the " "device." msgstr "" #: ../../content/applications/productivity/iot/devices/camera.rst:53 msgid "" "On a quality check form, the :guilabel:`Type` of check can also be specified" " to :guilabel:`Take a Picture`. Navigate to :menuselection:`Quality app --> " "Quality Control --> Quality Checks --> New` to create a new quality check " "from the :guilabel:`Quality Checks` page." msgstr "" #: ../../content/applications/productivity/iot/devices/camera.rst:58 #: ../../content/applications/productivity/iot/devices/printer.rst:70 msgid "" ":doc:`/applications/inventory_and_mrp/quality/quality_management/quality_control_points`" msgstr "" #: ../../content/applications/productivity/iot/devices/camera.rst:59 #: ../../content/applications/productivity/iot/devices/printer.rst:71 msgid "" ":doc:`/applications/inventory_and_mrp/quality/quality_management/quality_alerts`" msgstr "" #: ../../content/applications/productivity/iot/devices/camera.rst:62 msgid "Link camera to a work center in the Manufacturing app" msgstr "" #: ../../content/applications/productivity/iot/devices/camera.rst:64 msgid "" "To link a camera to an action, it first needs to be configured on a work " "center. Navigate to :menuselection:`Manufacturing app --> Configuration --> " "Work Centers`. Next, go to the desired :guilabel:`Work Center` in which a " "camera will be used to reveal that specific work center's detail form. From " "here, add the device in the :guilabel:`IoT Triggers` tab, in the " ":guilabel:`Device` column, by clicking :guilabel:`Add a Line`." msgstr "" #: ../../content/applications/productivity/iot/devices/camera.rst:70 msgid "" "Now, the camera device can be linked to the :guilabel:`Action` column drop-" "down option labeled :guilabel:`Take a Picture`. A key can also be added to " "trigger the action." msgstr "" #: ../../content/applications/productivity/iot/devices/camera.rst:74 msgid "" "The first trigger listed is chosen first. The order of triggers matters, and" " they can be dragged into any desired order." msgstr "" #: ../../content/applications/productivity/iot/devices/camera.rst:78 msgid "" "On the :guilabel:`Work Order` screen, a status graphic indicates whether the" " database is correctly connected to the camera." msgstr "" #: ../../content/applications/productivity/iot/devices/camera.rst:82 #: ../../content/applications/productivity/iot/devices/footswitch.rst:52 #: ../../content/applications/productivity/iot/devices/measurement_tool.rst:92 #: ../../content/applications/productivity/iot/devices/printer.rst:95 msgid ":ref:`workcenter_iot`" msgstr "" #: ../../content/applications/productivity/iot/devices/footswitch.rst:3 msgid "Connect a footswitch" msgstr "" #: ../../content/applications/productivity/iot/devices/footswitch.rst:5 msgid "" "When working in a manufacturing environment, it's always better for an " "operator to have both hands available at all times. Odoo's :abbr:`IoT " "(Internet of Things)` box makes this possible when using a footswitch." msgstr "" #: ../../content/applications/productivity/iot/devices/footswitch.rst:9 msgid "" "In fact, with a footswitch, the operator is able to go from one screen to " "another, and perform actions using their foot. This can be configured in " "just a few steps on the work center in the *Manufacturing* app." msgstr "" #: ../../content/applications/productivity/iot/devices/footswitch.rst:16 msgid "" "To connect a footswitch to the :abbr:`IoT (Internet of Things)` box, connect" " the two devices via cable. More often than not, this is done with a " ":abbr:`USB (Universal Serial Bus)` cable." msgstr "" #: ../../content/applications/productivity/iot/devices/footswitch.rst:19 msgid "" "If the footswitch is a `supported device `_, there is no need to take further action, since it'll be " "automatically detected when connected." msgstr "" #: ../../content/applications/productivity/iot/devices/footswitch.rst-1 msgid "Footswitch recognized on the IoT box." msgstr "" #: ../../content/applications/productivity/iot/devices/footswitch.rst:27 msgid "Link a footswitch to a work center in the Odoo Manufacturing app" msgstr "" #: ../../content/applications/productivity/iot/devices/footswitch.rst:29 msgid "" "To link a footswitch to an action, it first needs to be configured on a work" " center. Navigate to :menuselection:`Manufacturing app --> Configuration -->" " Work Centers`. From here, go to the desired :guilabel:`Work Center` in " "which the footswitch will be used, and add the device in the :guilabel:`IoT " "Triggers` tab, under the :guilabel:`Device` column, by selecting " ":guilabel:`Add a Line`. Doing so means the footswitch can be linked to an " "option in the :guilabel:`Action` column drop-down, and optionally, a key can" " be added to trigger it. An example of an :guilabel:`Action` in the " "*Manufacturing app* could be the :guilabel:`Validate` or :guilabel:`Mark as " "Done` buttons on a manufacturing work order." msgstr "" #: ../../content/applications/productivity/iot/devices/footswitch.rst-1 msgid "Footswitch trigger setup on the Odoo database." msgstr "" #: ../../content/applications/productivity/iot/devices/footswitch.rst:43 msgid "" "It should be noted that the first listed trigger is chosen first. So, the " "order matters, and these triggers can be dragged into any order. In the " "picture above, using the footswitch automatically skips the part of the " "process that's currently being worked on." msgstr "" #: ../../content/applications/productivity/iot/devices/footswitch.rst:48 msgid "" "On the :guilabel:`Work Order` screen, a status graphic indicates whether the" " database is correctly connected to the footswitch." msgstr "" #: ../../content/applications/productivity/iot/devices/measurement_tool.rst:3 msgid "Connect a measurement tool" msgstr "" #: ../../content/applications/productivity/iot/devices/measurement_tool.rst:7 msgid "" "With Odoo's :abbr:`IoT (Internet of Things)` box, it is possible to connect " "measurement tools to the Odoo database for use in the *Quality app* on a " "quality control point/quality check, or for use in a work center during the " "manufacturing process." msgstr "" #: ../../content/applications/productivity/iot/devices/measurement_tool.rst:11 msgid "" "Find the list of supported devices here: `Supported devices " "`_." msgstr "" #: ../../content/applications/productivity/iot/devices/measurement_tool.rst:15 msgid "Connect with universal serial bus (USB)" msgstr "" #: ../../content/applications/productivity/iot/devices/measurement_tool.rst:17 msgid "" "To add a device connected by :abbr:`USB (Universal Serial Bus)`, plug the " ":abbr:`USB (Universal Serial Bus)` cable into the :abbr:`IoT (Internet of " "Things)` box, and the device appears in the Odoo database." msgstr "" #: ../../content/applications/productivity/iot/devices/measurement_tool.rst-1 msgid "Measurement tool recognized on the IoT box." msgstr "" #: ../../content/applications/productivity/iot/devices/measurement_tool.rst:26 msgid "Connect with bluetooth" msgstr "" #: ../../content/applications/productivity/iot/devices/measurement_tool.rst:28 msgid "" "Activate the Bluetooth functionality on the device (see the device manual " "for further explanation), and the :abbr:`IoT (Internet of Things)` box " "automatically connects to the device." msgstr "" #: ../../content/applications/productivity/iot/devices/measurement_tool.rst-1 msgid "Bluetooth indicator on measurement tool." msgstr "" #: ../../content/applications/productivity/iot/devices/measurement_tool.rst:37 msgid "" "Link a measurement tool to a quality control point in the manufacturing " "process" msgstr "" #: ../../content/applications/productivity/iot/devices/measurement_tool.rst:39 msgid "" "In the *Quality app*, a device can be set up on a quality control point. To " "do that, navigate to :menuselection:`Quality app --> Quality Control --> " "Control Points`, and open the desired control point to which the measurement" " tool should be linked." msgstr "" #: ../../content/applications/productivity/iot/devices/measurement_tool.rst:43 msgid "" "From here, edit the control point, by selecting the :guilabel:`Type` field, " "and clicking :guilabel:`Measure` from the drop-down menu. Doing so reveals a" " field called :guilabel:`Device`, where the attached device can be selected." msgstr "" #: ../../content/applications/productivity/iot/devices/measurement_tool.rst:47 msgid "" "Additionally, :guilabel:`Norm` and :guilabel:`Tolerance` can be configured. " ":guilabel:`Save` the changes, if required." msgstr "" #: ../../content/applications/productivity/iot/devices/measurement_tool.rst:50 msgid "" "At this point, the measurement tool is linked to the chosen quality control " "point. The value, which usually needs to be changed manually, is " "automatically updated while the tool is being used." msgstr "" #: ../../content/applications/productivity/iot/devices/measurement_tool.rst-1 msgid "Measurement tool input in the Odoo database." msgstr "" #: ../../content/applications/productivity/iot/devices/measurement_tool.rst:58 #: ../../content/applications/productivity/iot/devices/printer.rst:60 msgid "" "Quality control points can also be accessed by navigating to " ":menuselection:`IoT App --> Devices`, then select the device. There is a " ":guilabel:`Quality Control Points` tab, where they can be added with the " "device." msgstr "" #: ../../content/applications/productivity/iot/devices/measurement_tool.rst:63 msgid "" "On a quality check detail form, the :guilabel:`Type` of check can also be " "specified to :guilabel:`Measure`. Access a new quality check detail page, by" " navigating to :menuselection:`Quality app --> Quality Control --> Quality " "Checks --> New`." msgstr "" #: ../../content/applications/productivity/iot/devices/measurement_tool.rst:68 msgid "" ":doc:`../../../inventory_and_mrp/quality/quality_management/quality_control_points`" msgstr "" #: ../../content/applications/productivity/iot/devices/measurement_tool.rst:69 msgid "" ":doc:`../../../inventory_and_mrp/quality/quality_management/quality_alerts`" msgstr "" #: ../../content/applications/productivity/iot/devices/measurement_tool.rst:72 msgid "Link a measurement tool to a work center in the Manufacturing app" msgstr "" #: ../../content/applications/productivity/iot/devices/measurement_tool.rst:74 msgid "" "To link a measurement tool to an action, it first needs to be configured on " "a work center. To do that, navigate to :menuselection:`Manufacturing app -->" " Configuration --> Work Centers`. Then, select the desired work center in " "which the measurement tool will be used." msgstr "" #: ../../content/applications/productivity/iot/devices/measurement_tool.rst:78 msgid "" "On the work center page, add the device in the :guilabel:`IoT Triggers` tab," " under the :guilabel:`Device` column, by selecting :guilabel:`Add a Line`. " "Then, the measurement tool can be linked to the :guilabel:`Action` drop-down" " menu option labeled :guilabel:`Take Measure`. A key can be added to trigger" " the action." msgstr "" #: ../../content/applications/productivity/iot/devices/measurement_tool.rst:84 msgid "" "It should be noted that the first listed trigger is chosen first. The order " "matters, and these triggers can be dragged into any order." msgstr "" #: ../../content/applications/productivity/iot/devices/measurement_tool.rst:88 msgid "" "On the :guilabel:`Work Order` screen, a status graphic indicates whether the" " database is correctly connected to the measurement tool." msgstr "" #: ../../content/applications/productivity/iot/devices/printer.rst:3 msgid "Connect a printer" msgstr "" #: ../../content/applications/productivity/iot/devices/printer.rst:5 msgid "" "Printer installation can be done in a few easy steps. The printer can be " "used to print receipts, labels, orders, or even reports from the different " "Odoo apps. In addition, printer actions can be assigned as an *action on a " "trigger* during the manufacturing process, or added onto a quality control " "point or a quality check." msgstr "" #: ../../content/applications/productivity/iot/devices/printer.rst:13 msgid "" "The :abbr:`IoT (Internet of Things)` box supports printers connected through" " :abbr:`USB (Universal Serial Bus)`, network connection, or Bluetooth. " "`Supported printers `__ are detected" " automatically, and appear in the :guilabel:`Devices` list of the *IoT app*." msgstr "" #: ../../content/applications/productivity/iot/devices/printer.rst-1 msgid "The printer as it would appear in the IoT app devices list." msgstr "" #: ../../content/applications/productivity/iot/devices/printer.rst:23 msgid "" "The printer can take up to two minutes to appear in the *IoT app* devices " "list." msgstr "" #: ../../content/applications/productivity/iot/devices/printer.rst:26 msgid "Link printer" msgstr "" #: ../../content/applications/productivity/iot/devices/printer.rst:29 msgid "Link printer to work orders" msgstr "" #: ../../content/applications/productivity/iot/devices/printer.rst:31 msgid "" "*Work Orders* can be linked to printers, via a quality control point, to " "print labels for manufactured products." msgstr "" #: ../../content/applications/productivity/iot/devices/printer.rst:34 msgid "" "In the *Quality app*, a device can be set up on a quality control point. To " "do that, go to the :menuselection:`Quality app --> Quality Control --> " "Control Points`, and open the desired control point to which the printer " "will be linked." msgstr "" #: ../../content/applications/productivity/iot/devices/printer.rst:39 msgid "" "A *Manufacturing Operation* and *Work Order Operation* need to be attached " "to a quality control point before the :guilabel:`Type` field allows for the " ":guilabel:`Print Label` option to be selected." msgstr "" #: ../../content/applications/productivity/iot/devices/printer.rst:43 msgid "" "From here, edit the control point, by selecting the :guilabel:`Type` field, " "and selecting :guilabel:`Print Label` from the drop-down menu of options. " "Doing so reveals a field called :guilabel:`Device`, where the attached " "*device* can be selected. :guilabel:`Save` the changes, if required." msgstr "" #: ../../content/applications/productivity/iot/devices/printer.rst-1 msgid "This is the quality control point setup." msgstr "" #: ../../content/applications/productivity/iot/devices/printer.rst:52 msgid "" "The printer can now be used with the selected quality control point. When " "the quality control point is reached during the manufacturing process, the " "database presents the option to print labels for a specific product." msgstr "" #: ../../content/applications/productivity/iot/devices/printer.rst:65 msgid "" "On a quality check detail form, the :guilabel:`Type` of check can also be " "specified to :guilabel:`Print Label`. To create new quality checks, navigate" " to :menuselection:`Quality app --> Quality Control --> Quality Checks --> " "New`." msgstr "" #: ../../content/applications/productivity/iot/devices/printer.rst:74 msgid "Link a printer to a work center in the Manufacturing app" msgstr "" #: ../../content/applications/productivity/iot/devices/printer.rst:76 msgid "" "To link a printer to an action, it first needs to be configured on a work " "center. To do that, navigate to :menuselection:`Manufacturing app --> " "Configuration --> Work Centers`. From here, select the desired work center " "in which the printer will be used. Next, add the device in the " ":guilabel:`IoT Triggers` tab, under the :guilabel:`Device` column, by " "selecting :guilabel:`Add a Line`." msgstr "" #: ../../content/applications/productivity/iot/devices/printer.rst:82 msgid "" "Then, the printer can be linked to either of the following options in the " ":guilabel:`Actions` drop-down menu: :guilabel:`Print Labels`, " ":guilabel:`Print Operation`, or :guilabel:`Print Delivery Slip`. A key can " "also be added to trigger the action." msgstr "" #: ../../content/applications/productivity/iot/devices/printer.rst:87 msgid "" "The first listed trigger on the form will be chosen first. So, the order " "matters, and these triggers can be dragged into any order." msgstr "" #: ../../content/applications/productivity/iot/devices/printer.rst:91 msgid "" "On the :guilabel:`Work Order` screen, a status graphic indicates whether the" " database is correctly connected to the printer." msgstr "" #: ../../content/applications/productivity/iot/devices/printer.rst:98 msgid "Link printer to reports" msgstr "" #: ../../content/applications/productivity/iot/devices/printer.rst:100 msgid "" "It's also possible to link a type of report to a certain printer. In the " "*IoT app*, go to the :guilabel:`Devices` menu, and select the desired " "printer that needs to be configured." msgstr "" #: ../../content/applications/productivity/iot/devices/printer.rst:103 msgid "" "From here, click :guilabel:`Edit`, go to the :guilabel:`Printer Reports` " "tab, and select :guilabel:`Add a line`. In the window that appears, check " "all the types of :guilabel:`Reports` that should be linked to this printer." msgstr "" #: ../../content/applications/productivity/iot/devices/printer.rst-1 msgid "The printer devices listed in the IoT Devices menu." msgstr "" #: ../../content/applications/productivity/iot/devices/printer.rst:111 msgid "" "Now, each time :guilabel:`Print` is selected in the control panel, instead " "of downloading a PDF, a pop-up appears which displays all the printer(s) " "linked to the report. Then Odoo sends the report to the selected printer(s)," " and automatically prints it." msgstr "" #: ../../content/applications/productivity/iot/devices/printer.rst:116 msgid "" ":doc:`POS Order Printing " "<../../../sales/point_of_sale/restaurant/kitchen_printing>`" msgstr "" #: ../../content/applications/productivity/iot/devices/printer.rst:119 msgid "" "Reports can also be configured in the :guilabel:`Technical Menu` while in " ":ref:`debug mode `. To do that, navigate to " ":menuselection:`Settings App --> Technical Menu --> Actions --> Reports`. " "From here, the individual report can be found in this list, where the " ":guilabel:`IoT Device` can be set on the report." msgstr "" #: ../../content/applications/productivity/iot/devices/scale.rst:3 msgid "Connect a scale" msgstr "" #: ../../content/applications/productivity/iot/devices/scale.rst:5 msgid "" "A scale can be connected to the :abbr:`IoT (Internet of Things)` box on an " "Odoo database in a few easy steps. After setup, the *Point of Sale* app can " "be used to weigh products, which is helpful if their prices are calculated " "based on weight." msgstr "" #: ../../content/applications/productivity/iot/devices/scale.rst:12 msgid "" "To link the scale to the :abbr:`IoT (Internet of Things)` box, connect it " "with a :abbr:`USB (Universal Serial Bus)` cable." msgstr "" #: ../../content/applications/productivity/iot/devices/scale.rst:16 msgid "" "In some cases, a serial port to :abbr:`USB (Universal Serial Bus)` adapter " "may be needed." msgstr "" #: ../../content/applications/productivity/iot/devices/scale.rst:18 msgid "" "If the scale is `compatible with Odoo IoT Box " "`_, there is no need to set up " "anything because it will be automatically detected as soon as it is " "connected." msgstr "" #: ../../content/applications/productivity/iot/devices/scale.rst-1 msgid "IOT box auto detection." msgstr "" #: ../../content/applications/productivity/iot/devices/scale.rst:25 msgid "" "The :abbr:`IoT (Internet of Things)` box may need to be restarted and the " "scale's drivers may need to be downloaded to the box in some cases. To " "update the drivers, go to the :abbr:`IoT (Internet of Things)` box homepage " "and click on :guilabel:`Drivers List`. Then, click on :guilabel:`Load " "Drivers`." msgstr "" #: ../../content/applications/productivity/iot/devices/scale.rst-1 msgid "View of the IoT box settings and driver list." msgstr "" #: ../../content/applications/productivity/iot/devices/scale.rst:34 msgid "" "If loading the drivers still doesn't allow for the scale to function, it may" " be that the scale is not compatible with the Odoo :abbr:`IoT (Internet of " "Things)` box. In this case, a different scale will need to be used." msgstr "" #: ../../content/applications/productivity/iot/devices/scale.rst:39 msgid "Use a scale in a point of sale (POS) system" msgstr "" #: ../../content/applications/productivity/iot/devices/scale.rst:41 msgid "" "To use the scale in the *Point of Sale app*, go to :menuselection:`PoS app " "--> 3-Dot Menu on the PoS --> Settings`, then enable the :abbr:`IoT " "(Internet of Things)` box feature. After this is complete, the scale device " "can be set." msgstr "" #: ../../content/applications/productivity/iot/devices/scale.rst:45 msgid "" "Select the scale from the :guilabel:`Electronic Scale` drop-down menu. Then " "click :guilabel:`Save` to save the changes, if required." msgstr "" #: ../../content/applications/productivity/iot/devices/scale.rst-1 msgid "List of the external tools that can be used with PoS and the IoT box." msgstr "" #: ../../content/applications/productivity/iot/devices/scale.rst:52 msgid "" "The scale is now available in all the :abbr:`PoS (Point of Sale)` sessions. " "Now, if a product has a price per weight set, clicking on it on the " ":guilabel:`PoS` screen opens the scale screen, where the cashier can weigh " "the product and add the correct price to the cart." msgstr "" #: ../../content/applications/productivity/iot/devices/scale.rst-1 msgid "Electronic Scale dashboard view when no items are being weighed." msgstr "" #: ../../content/applications/productivity/iot/devices/screen.rst:3 msgid "Connect a screen" msgstr "" #: ../../content/applications/productivity/iot/devices/screen.rst:5 msgid "" "In Odoo, an :abbr:`IoT (Internet of Things)` box can be connected to a " "screen display. After being configured, the screen can be used to display a " "Point of Sale (PoS) order to a client." msgstr "" #: ../../content/applications/productivity/iot/devices/screen.rst:10 msgid "An example of a PoS (point of sale) order on a screen display." msgstr "" #: ../../content/applications/productivity/iot/devices/screen.rst:12 msgid "" "Access the customer display by going to the :abbr:`IoT (Internet of Things)`" " box homepage and clicking on the :guilabel:`PoS Display` button. To get to " "the :abbr:`IoT (Internet of Things)` box homepage, navigate to " ":menuselection:`IoT app --> IoT Boxes` and click on the :abbr:`IoT (Internet" " of Things)` box homepage link." msgstr "" #: ../../content/applications/productivity/iot/devices/screen.rst:20 msgid "" "The way to connect the screen display to the :abbr:`IoT (Internet of " "Things)` box differs depending on the model." msgstr "" #: ../../content/applications/productivity/iot/devices/screen.rst:25 msgid "IoT Box model 4" msgstr "" #: ../../content/applications/productivity/iot/devices/screen.rst:27 msgid "" "Connect up to two screens with micro-HDMI cables on the side of the " ":abbr:`IoT (Internet of Things)` box. If two screens are connected, they can" " display distinct content (see :ref:`Screen Usage `)." msgstr "" #: ../../content/applications/productivity/iot/devices/screen.rst:31 msgid "IoT Box model 3" msgstr "" #: ../../content/applications/productivity/iot/devices/screen.rst:33 msgid "" "Connect the screen with an HDMI cable on the side of the :abbr:`IoT " "(Internet of Things)` box." msgstr "" #: ../../content/applications/productivity/iot/devices/screen.rst:36 msgid ":ref:`See the Raspberry Pi Schema `." msgstr "" #: ../../content/applications/productivity/iot/devices/screen.rst:39 msgid "" "Screen(s) should be connected before the :abbr:`IoT (Internet of Things)` " "box is switched on. If it is already on, connect the screen(s), and then " "restart the :abbr:`IoT (Internet of Things)` box by unplugging it for ten " "seconds and plugging it back into its power source." msgstr "" #: ../../content/applications/productivity/iot/devices/screen.rst:44 msgid "" "The usage of HDMI/micro-HDMI adapters may cause issues which will result in " "a blank, black screen on the screen display. Using the specific cable for " "the display connection is recommended." msgstr "" #: ../../content/applications/productivity/iot/devices/screen.rst:47 msgid "" "If the connection was successful, the screen should display the " ":guilabel:`POS Client display` screen." msgstr "" #: ../../content/applications/productivity/iot/devices/screen.rst-1 msgid "" "The default \"POS Client Display\" screen that appears when a screen display is successfully\n" "connected to an IoT box." msgstr "" #: ../../content/applications/productivity/iot/devices/screen.rst:55 msgid "" "The screen should also appear in the list of :guilabel:`Displays` on the " ":abbr:`IoT (Internet of Things)` box homepage. Alternatively, the display " "can be seen by accessing :menuselection:`IoT app --> Devices`." msgstr "" #: ../../content/applications/productivity/iot/devices/screen.rst-1 msgid "An example of a screen display name shown on the IoT Box Home Page." msgstr "" #: ../../content/applications/productivity/iot/devices/screen.rst:64 msgid "" "If no screen is detected, a default display named :guilabel:`Distant " "Display` will be displayed instead. This indicates that there is no hardware" " screen connected." msgstr "" #: ../../content/applications/productivity/iot/devices/screen.rst:0 msgid "The \"Distant Display\" screen name will be used if no screen is detected." msgstr "" #: ../../content/applications/productivity/iot/devices/screen.rst:74 msgid "Usage" msgstr "Uporaba" #: ../../content/applications/productivity/iot/devices/screen.rst:77 msgid "Show Point of Sale orders to customers" msgstr "" #: ../../content/applications/productivity/iot/devices/screen.rst:79 msgid "" "To use the screen in the *Point of Sale app*, go to :menuselection:`Point of" " Sale --> Configuration --> Point of Sale`, select a :abbr:`PoS (Point of " "Sale)`, click :guilabel:`Edit` if necessary, and enable the :guilabel:`IoT " "Box` feature." msgstr "" #: ../../content/applications/productivity/iot/devices/screen.rst:83 msgid "" "Next, select the screen from the :guilabel:`Customer Display` drop-down " "menu. Then click :guilabel:`Save`, if required." msgstr "" #: ../../content/applications/productivity/iot/devices/screen.rst-1 msgid "Connect the screen display to the Point of Sale app." msgstr "" #: ../../content/applications/productivity/iot/devices/screen.rst:90 msgid "" "The screen is now available for :abbr:`PoS (Point of Sale)` sessions. A " "screen icon will appear in the menu at the top of the screen to indicate the" " screen's connection status." msgstr "" #: ../../content/applications/productivity/iot/devices/screen.rst-1 msgid "" "The \"screen\" icon on the Point of Sale display shows the connection status with the\n" "screen." msgstr "" #: ../../content/applications/productivity/iot/devices/screen.rst:98 msgid "" "The screen will automatically show the :abbr:`PoS (Point of Sale)` orders " "and update when changes are made to the order." msgstr "" #: ../../content/applications/productivity/iot/devices/screen.rst-1 msgid "An example of a PoS order on a screen display." msgstr "" #: ../../content/applications/productivity/iot/devices/screen.rst:106 msgid "Display a website on the screen" msgstr "" #: ../../content/applications/productivity/iot/devices/screen.rst:108 msgid "" "Open the screen form view by accessing :menuselection:`IoT app --> Devices " "--> Customer Display`. This allows the user to choose a particular website " "URL to display on the screen using the :guilabel:`Display URL` field." msgstr "" #: ../../content/applications/productivity/knowledge.rst:7 #: ../../content/applications/productivity/knowledge/articles_editing.rst:207 msgid "Knowledge" msgstr "Znanje" #: ../../content/applications/productivity/knowledge.rst:9 msgid "" "**Odoo Knowledge** is a multipurpose productivity app that allows internal " "users to enrich their business knowledge base and provide individually or " "collaboratively gathered information." msgstr "" #: ../../content/applications/productivity/knowledge.rst:12 msgid "" "The pages on which they gather content are called *articles*. They are " "mainly composed of a title and a body. The latter is an HTML field " "containing text, images, links to other articles, records from other models," " templates, etc." msgstr "" #: ../../content/applications/productivity/knowledge.rst:17 msgid "`Knowledge product page `_" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:3 msgid "Articles editing" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:6 msgid "Add and style content" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:8 msgid "" "To start adding content, click anywhere on the page. Your cursor is " "automatically set to write the article's first-level header. Once you are " "done writing the title, press **enter** on your keyboard to move to the next" " line." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst-1 msgid "knowledge's user interface" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:17 msgid "" "Click :guilabel:`Untitled` on the left side of the top bar to automatically " "match your h1 :dfn:`(First-level header)` title and the article's name. To " "change the name of your article later, you must do it manually. To do so, " "click the name on the top bar and proceed to the modification." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:25 msgid "Text editor" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:27 msgid "To stylize the text using the text editor, select the text to format." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:29 msgid "Then, you can:" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:31 msgid "" "Change the style by clicking :guilabel:`Normal`. Doing so opens a dropdown " "menu with multiple styles to choose from (:guilabel:`Normal, Code, Header 1 " "→ Header 6, Quote`);" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:33 msgid "" "Format the text. Click :guilabel:`B` to put it in bold, :guilabel:`I` to put" " it in italic, :guilabel:`U` to underline, and :guilabel:`S` to " "strikethrough;" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:35 msgid "" "Change the font color by clicking :guilabel:`A` or the background color by " "clicking the **pencil** icon:" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:38 msgid "" "To choose from a predefined theme color, click :guilabel:`Theme` and select " "the desired color." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:39 msgid "" "To customize, click :guilabel:`Solid` and define a color using the wheel, by" " typing its hex code, or its RGBA values." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:41 msgid "" "To use a gradient, click :guilabel:`Gradient`, choose a predefined gradient " "or click :guilabel:`Custom` to create a personalized gradient." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:44 msgid "" "To change the text's size, click the **size number** and select the desired " "size;" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:45 msgid "" "Click the **lists** icons to turn the paragraph into an unordered list, an " "ordered list, or a checklist;" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:47 msgid "Click the **chain** icon to insert or edit an URL link." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst-1 msgid "Text editor's toolbox" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:53 msgid "" "To format a whole paragraph, type `/` anywhere in the text. Doing so opens " "the **powerbox**, which allows:" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:56 msgid "Changing a paragraph into lists (unordered, ordered, checklists)." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:57 msgid "" "Changing a paragraph into a header (1 → 6), normal text, `code`, or " "*quotes*." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:60 msgid "Cover pictures" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:62 msgid "" "You can customize your article by adding a cover picture and an icon. Hover " "above the h1 title and click :guilabel:`Add Cover`. A pop-up window opens to" " set a cover picture." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:65 msgid "" "If your database and your Unsplash account are associated, the cover picture" " is automatically selected based on the article's name. To modify it, hover " "over the picture to make the buttons appear, click :guilabel:`Change Cover`," " and select another image." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:69 msgid "Retrieve images from different sources:" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:71 msgid "Search the **Unsplash** database." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:72 msgid "Enter a picture's **URL**." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:73 msgid "**Upload** an image from a computer." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:75 msgid "" "To remove the cover, hover over it to make the buttons appear and click " ":guilabel:`Remove Cover`." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:78 msgid "" "To associate Unsplash with your database, please refer to " ":doc:`../../websites/website/configuration/unsplash`." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:80 msgid "" "The articles are responsive, and so are the cover pictures. As a result, the" " images cannot be repositioned manually to fit a particular screen, as they " "automatically resize depending on the device." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:85 msgid "Icons" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:87 msgid "" "To add an icon, hover above the h1 title and click :guilabel:`Add Icon`. " "Doing this sets a random emoji automatically. To change it, click it and " "select one from the emoji window. To remove it, proceed equally and click " "the red-circled :guilabel:`x`." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:92 msgid "" "The emoji is also displayed before the corresponding article in the side " "panel hierarchic tree." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:93 msgid "" "Click the emoji on the side panel to change it without opening the related " "article." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:98 msgid "Commands" msgstr "Ukazi" #: ../../content/applications/productivity/knowledge/articles_editing.rst:100 msgid "" "To use a command, type `/` and open the **powerbox**. Type the command's " "name or select from multiple features to insert blocks, images, files, etc. " "Some of them, such as `/Image` or `/Article` are common to all the apps, but" " others are inherent to the knowledge app and cannot be found or used in any" " other application." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:106 msgid "List of commands" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:108 msgid "Commands are divided into multiple categories depending on their use." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:111 msgid "Structure" msgstr "Structure" #: ../../content/applications/productivity/knowledge/articles_editing.rst:118 #: ../../content/applications/productivity/knowledge/articles_editing.rst:148 #: ../../content/applications/productivity/knowledge/articles_editing.rst:168 #: ../../content/applications/productivity/knowledge/articles_editing.rst:182 #: ../../content/applications/productivity/knowledge/articles_editing.rst:200 #: ../../content/applications/productivity/knowledge/articles_editing.rst:214 #: ../../content/applications/productivity/knowledge/articles_editing.rst:239 msgid "Command" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:119 #: ../../content/applications/productivity/knowledge/articles_editing.rst:149 #: ../../content/applications/productivity/knowledge/articles_editing.rst:169 #: ../../content/applications/productivity/knowledge/articles_editing.rst:183 #: ../../content/applications/productivity/knowledge/articles_editing.rst:201 #: ../../content/applications/productivity/knowledge/articles_editing.rst:215 #: ../../content/applications/productivity/knowledge/articles_editing.rst:240 msgid "Use" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:120 msgid ":guilabel:`Bulleted list`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:121 msgid "Create a bulleted list." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:122 msgid ":guilabel:`Numbered list`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:123 msgid "Create a list with numbering." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:124 msgid ":guilabel:`Checklist`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:125 msgid "Track tasks with a checklist." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:126 msgid ":guilabel:`Table`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:127 msgid "Insert a table." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:128 msgid ":guilabel:`Separator`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:129 msgid "Insert an horizontal rule separator." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:130 msgid ":guilabel:`Quote`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:131 msgid "Add a blockquote section." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:132 msgid ":guilabel:`Code`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:133 msgid "Add a code section." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:134 msgid ":guilabel:`2 columns`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:135 msgid "Convert into 2 columns." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:136 msgid ":guilabel:`3 columns`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:137 msgid "Convert into 3 columns." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:138 msgid ":guilabel:`4 columns`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:139 msgid "Convert into 4 columns." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:141 msgid "Format" msgstr "Format" #: ../../content/applications/productivity/knowledge/articles_editing.rst:150 msgid ":guilabel:`Heading 1`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:151 msgid "Big section heading." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:152 msgid ":guilabel:`Heading 2`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:153 msgid "Medium section heading." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:154 msgid ":guilabel:`Heading 3`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:155 msgid "Small section heading." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:156 msgid ":guilabel:`Switch direction`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:157 msgid "Switch the text's direction." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:158 #: ../../content/applications/productivity/knowledge/properties.rst:34 msgid ":guilabel:`Text`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:159 msgid "Paragraph block." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:161 msgid "Media" msgstr "Mediji" #: ../../content/applications/productivity/knowledge/articles_editing.rst:170 msgid ":guilabel:`Image`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:171 msgid "Insert an image." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:172 msgid ":guilabel:`Article`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:173 msgid "Link an article." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:175 msgid "Navigation" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:184 msgid ":guilabel:`Link`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:185 msgid "Add a link." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:186 msgid ":guilabel:`Button`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:187 msgid "Add a button." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:188 msgid ":guilabel:`Appointment`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:189 msgid "Add a specific appointment." msgstr "Dodajte določen termin." #: ../../content/applications/productivity/knowledge/articles_editing.rst:190 msgid ":guilabel:`Calendar`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:191 msgid "Schedule an appointment." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:193 msgid "Widget" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:202 msgid ":guilabel:`3 Stars`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:203 msgid "Insert a rating over 3 stars." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:204 msgid ":guilabel:`5 Stars`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:205 msgid "Insert a rating over 5 stars." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:216 msgid ":guilabel:`Table of Content`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:217 msgid "Add a table of content with the article's headings." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:218 msgid ":guilabel:`Index`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:219 msgid "Show the first level of nested articles." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:220 msgid ":guilabel:`Outline`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:221 msgid "Show all nested articles." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:222 msgid ":guilabel:`Item Kanban`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:223 msgid "Insert a kanban view of article items." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:224 msgid ":guilabel:`Item List`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:225 msgid "Insert a list view of article items." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:226 msgid ":guilabel:`File`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:227 msgid "Embed a file that can be downloaded." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:228 msgid ":guilabel:`Template`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:229 msgid "" "Add a template section that can be inserted in messages, terms & conditions," " or description in other applications." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:232 msgid "Basic Blocks" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:241 msgid ":guilabel:`Signature`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:242 msgid "Insert your signature." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:245 msgid "Content from other apps" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:247 msgid "" "Knowledge allows to retrieve content views from other applications. To do " "so, go to the targeted app and create the desired view. Then, click " ":menuselection:`Favorite --> Insert view in article` and select an article. " "The view is inserted at the bottom of the selected article." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:252 msgid "" "To retrieve the view below, we created it by going to :menuselection:`Sales " "--> Graph icon --> Pie Chart icon` and inserted it by clicking " ":menuselection:`Favorite --> Insert view in article` and selecting the " "*Sales Playbook* article." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:0 msgid "article view from the Sales app" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:261 msgid "" "Users who do **not** have access to the view will **not** be able to access " "it in **Knowledge** even though they have access to the article containing " "the view." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:3 msgid "Articles management" msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:5 msgid "" "Managing articles effectively is key to maximizing the value of your " "knowledge resources, whether working on a research project, studying for an " "exam, or building a knowledge database for your business. Knowledge allows " "you to fully manage your articles, from :ref:`creation ` " "to :ref:`removal `, through :ref:`sharing " "` and :ref:`structure `." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:11 msgid "" "You can find most tools to manage articles by clicking the vertical ellipsis" " button (:guilabel:`⋮`) at the right side of the top bar. From there, you " "can move, lock, delete, or duplicate an article." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst-1 msgid "Menu with tools for the management of articles" msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:18 msgid "Creation, sharing, and removal of articles" msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:23 msgid "Creation" msgstr "Ustvarjeno" #: ../../content/applications/productivity/knowledge/management.rst:25 msgid "" "To create articles, click the :guilabel:`+ New` button on the right side of " "the top bar or the :guilabel:`+` button next to a category or another " "article." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:29 msgid "" "Create private articles quickly with the Alt/Option + C keyboard shortcut." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:34 msgid "Sharing" msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:36 msgid "" "You can share articles with internal or external users. To do so, open the " "share menu by clicking :guilabel:`Share` in the top-right menu of articles." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:40 msgid "Invite users" msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:42 msgid "" "To share articles with specific users (internal or external, such as a " "partner or a customer), click :guilabel:`Invite`. This opens a pop-up window" " in which you can choose the :guilabel:`Permission` :ref:`(i.e, access " "rights) ` and enter the :guilabel:`Recipients`' name " "or email." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:47 msgid "" "You can also restrict a specific user from accessing the article by " "selecting :guilabel:`No access` permission." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst-1 msgid "pop-up window to invite users to access a Knowledge article" msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:54 msgid "Share online" msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:56 msgid "" "To share articles **online**, activate the :guilabel:`Share to web` button. " "Doing so generates a URL link anyone can use to view the article." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:59 msgid "" "Additionally, the share menu displays the default permission for internal " "members along with all the users who have been granted specific permission." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst-1 msgid "Sharing menu with URL for online sharing and the list of members." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:68 msgid "Removal" msgstr "Umik" #: ../../content/applications/productivity/knowledge/management.rst:70 msgid "To remove an article, you can either **delete** it or **archive** it." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:72 msgid "" "To delete an article, open it and click the vertical ellipsis button " ":menuselection:`(⋮) --> Delete`. The article is moved to the trash for 30 " "days before being permanently deleted. To restore it, click :guilabel:`Open " "the Trash`, select the article, and click :guilabel:`Restore`." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:76 msgid "" "To archive articles, click :guilabel:`Search`, select the article(s), and " "click :menuselection:`Action --> Archive --> Archive`. Archived articles are" " hidden from the search menu. To retrieve an archived article, add a custom " "filter to display them (:menuselection:`Search --> Filters --> Add Custom " "Filter`, and set :guilabel:`Active` as :guilabel:`is No`). Then, select the " "article(s) and go to :menuselection:`Action --> Unarchive`." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:85 msgid "Structure of articles" msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:87 msgid "" "Articles are organized into a hierarchical structure wherein the article on " "top is a parent article, and those underneath are called nested articles. " "This structure allows the grouping of related articles." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:91 msgid "" "To establish this hierarchy, create new articles by clicking the " ":guilabel:`+` button next to the parent-to-be article, or move existing " "articles by either dragging and dropping them under the parent-to-be or by " "clicking the vertical ellipsis button (:guilabel:`⋮`), clicking " ":guilabel:`Move To` on the toolbox and selecting the article to use as a " "parent." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:99 msgid "Categories" msgstr "Kategorije" #: ../../content/applications/productivity/knowledge/management.rst:101 msgid "" "Additionally, articles are divided into four categories that can be found on" " the left sidebar. These categories give articles default **access rights**." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:104 msgid "" ":guilabel:`Favorites`: You can set any article you can access as a favorite." " To do so, click the star-shaped icon (:guilabel:`★`) in the top-right menu " "of articles. Marking articles as **favorites** is user-specific and does not" " affect other users." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:107 msgid "" ":guilabel:`Workspace`: Articles displayed in that category are available to " "all internal users. These users have the right to read, modify or share " "these articles." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:109 msgid "" ":guilabel:`Shared`: Articles displayed in that category are those you shared" " with internal users, external users, or shared with you." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:111 msgid "" ":guilabel:`Private`: Articles displayed in that category are only available " "to you." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst-1 msgid "Categories displayed in the left sidebar of Odoo Knowledge" msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:3 #: ../../content/applications/productivity/studio/fields.rst:453 msgid "Properties" msgstr "Lastnosti" #: ../../content/applications/productivity/knowledge/properties.rst:5 msgid "" "Properties are fields containing data and that can be added to articles by " "any user with **write** access. These fields are shared between all the " "child articles and article items under the same parent." msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:10 msgid "" "To be able to add properties, an article must be either a **child article** " "or an **article item**." msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:14 msgid "Add property fields" msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:16 msgid "" "Hover above the first-level header to make the buttons appear. Click " ":menuselection:`⚙ Add Properties --> Field Type`, select the type and add a " "default value if needed. To make the fields appear in **kanban views**, " "check :guilabel:`View in Kanban` as well. To validate and close the property" " creation window, click anywhere." msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst-1 msgid "Dropdown of property fields types" msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:25 msgid "The different types assess what the field content can be:" msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:32 #: ../../content/applications/productivity/knowledge/properties.rst:58 msgid "Types" msgstr "Vrste" #: ../../content/applications/productivity/knowledge/properties.rst:33 #: ../../content/applications/productivity/knowledge/properties.rst:59 msgid "Uses" msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:35 msgid "Allows adding any content with no restriction." msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:36 msgid ":guilabel:`Checkbox`" msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:37 msgid "Add a checkbox." msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:38 msgid ":guilabel:`Integer`" msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:39 msgid "Allows adding integer numbers." msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:40 msgid ":guilabel:`Decimal`" msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:41 msgid "Allows adding any number." msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:42 msgid ":guilabel:`Date`" msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:43 msgid "Allows selecting a date." msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:44 msgid ":guilabel:`Date & Time`" msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:45 msgid "Allows selecting a date and time." msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:47 msgid "Some **field types** need to be configured:" msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst-1 msgid "property configuration form" msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:60 msgid ":guilabel:`Selection`" msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:61 msgid "" "Add a drop-down selection menu with restricted values that have been set at " "the property creation." msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:64 msgid "" "To set it up, click :guilabel:`Add a Value` next to the :guilabel:`Values` " "field. Enter predetermined values and press **enter** to validate; you can " "enter as many values as needed. Click anywhere to close the property " "creation window." msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:67 msgid ":guilabel:`Tags`" msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:68 msgid "Allows creating and applying as many tags as needed." msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:70 msgid "" "To set it up, enter your `new_tag` in the :guilabel:`Tags` field, and press " "**enter** or click :guilabel:`Create \"new_tag\"`. Click anywhere to close " "the window. Then, add the tags into the property field. To do so, click the " "property field and choose from the created tags; enter the tags' name and " "press **enter**; enter a new tag's name and create a new one on the spot." msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:75 msgid ":guilabel:`Many2one`" msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:76 msgid "" "Choose from a list of records that result from a model's domain. You can " "only select one result." msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:79 #: ../../content/applications/productivity/knowledge/properties.rst:86 msgid "" "To set it up, click :guilabel:`Search a Model` in the :guilabel:`Model` " "field, select the model. Match all records by clicking :guilabel:`## " "Record(s)`, or filter the results by clicking :guilabel:`+ Add Filter` and " "show the records by clicking :guilabel:`## Record(s)`." msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:82 msgid ":guilabel:`Many2many`" msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:83 msgid "" "Choose from a list of records that result from a model's domain. You can " "select as many results as needed." msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:91 msgid "Delete property fields" msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:93 msgid "" "To remove a property, click the **pencil** icon next to the targeted " "property, then click :menuselection:`Delete --> Delete`." msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:97 msgid "Once a property field is deleted, you cannot retrieve it." msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:100 msgid "Hide the property panel" msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:102 msgid "" "To hide the property sidebar panel, click the gear :guilabel:`(⚙)` button." msgstr "" #: ../../content/applications/productivity/mail_plugins.rst:5 msgid "Mail Plugins" msgstr "" #: ../../content/applications/productivity/mail_plugins.rst:13 msgid "" "Mail Plugins are connectors that bridge your mailbox with your Odoo " "database. With them, you can interact with your Odoo database directly from " "your mailbox by:" msgstr "" #: ../../content/applications/productivity/mail_plugins.rst:16 msgid "Creating leads and centralizing prospects' emails into the CRM app." msgstr "" #: ../../content/applications/productivity/mail_plugins.rst:17 msgid "Generating tasks in any Odoo project." msgstr "" #: ../../content/applications/productivity/mail_plugins.rst:18 msgid "Creating tickets in the Helpdesk app." msgstr "" #: ../../content/applications/productivity/mail_plugins.rst:19 msgid "Searching and storing insights on your contacts." msgstr "" #: ../../content/applications/productivity/mail_plugins.rst:21 msgid "" "Mail Plugins are available for :doc:`Outlook ` and " ":doc:`Gmail `." msgstr "" #: ../../content/applications/productivity/mail_plugins.rst:27 msgid "Pricing" msgstr "Določanje cen" #: ../../content/applications/productivity/mail_plugins.rst:29 msgid "Mail Plugins are **free** to install and use." msgstr "" #: ../../content/applications/productivity/mail_plugins.rst:31 msgid "" "However, they can provide **Lead Enrichment**, which is part of a paid " "service known as **Lead Generation**." msgstr "" #: ../../content/applications/productivity/mail_plugins.rst:34 msgid "" "Mail plugins allow you to test Lead Enrichment for free, whether you connect" " the plugins to a database or not. After a while, the plugins ask you to buy" " :doc:`../general/in_app_purchase` credits if you would like to keep using " "this service." msgstr "" #: ../../content/applications/productivity/mail_plugins.rst:41 msgid "Lead Generation IAP service" msgstr "" #: ../../content/applications/productivity/mail_plugins.rst:43 msgid "" "Lead Enrichment uses the *Lead Generation IAP service*. Each request " "consumes one *Lead Generation credit*." msgstr "" #: ../../content/applications/productivity/mail_plugins.rst:46 msgid "" "To buy credits, go to :menuselection:`Settings --> CRM --> Lead Enrichment " "--> Buy credits` and select a package." msgstr "" #: ../../content/applications/productivity/mail_plugins.rst:50 msgid "" "If you are out of credits, the only information populated when clicking on " "the suggested company is its website link and logo." msgstr "" #: ../../content/applications/productivity/mail_plugins.rst:52 msgid "" "Check out the `Lead Generation IAP service Privacy Policy " "`_." msgstr "" #: ../../content/applications/productivity/mail_plugins.rst:56 msgid ":doc:`../general/in_app_purchase`" msgstr "" #: ../../content/applications/productivity/mail_plugins.rst:57 msgid "`Odoo Tutorials: Lead Enrichment `_" msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:3 msgid "Gmail Plugin" msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:5 msgid "" "The *Gmail Plugin* integrates an Odoo database with a Gmail inbox, so users " "can keep track of all their work between Gmail and Odoo, without losing any " "information." msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:9 msgid "Odoo Online users" msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:11 msgid "" "For databases hosted on Odoo Online (or Odoo.sh), follow the steps below to " "configure the Gmail Plugin." msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:15 #: ../../content/applications/productivity/mail_plugins/gmail.rst:94 msgid "Install the Gmail Plugin" msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:17 msgid "" "First, log in to the Gmail account that the user wishes to connect to Odoo." msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:19 msgid "" "From the Gmail inbox, click the plus sign icon on the right side panel to " "get add-ons. If the side panel is not visible, click on the arrow icon at " "the bottom right corner of the inbox to reveal it." msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst-1 msgid "Plus sign icon on the Gmail inbox side panel." msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:26 msgid "" "Then, use the search bar to search for `Odoo` and locate the :guilabel:`Odoo" " Inbox Addin`." msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst-1 msgid "Odoo Inbox Addin on Google Workspace Marketplace." msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:32 msgid "" "Or, go directly to the :guilabel:`Odoo Inbox Addin` page on the `Google " "Workspace Marketplace " "`_." msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:35 msgid "" "Once the plugin is located, click :guilabel:`Install`. Then, click " ":guilabel:`Continue` to start the installation." msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:38 msgid "" "Next, select which Gmail account the user wishes to connect to Odoo. Then " "click :guilabel:`Allow` to let Odoo access the Google account. Google will " "then show a pop-up window confirming that the installation was successful." msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:43 #: ../../content/applications/productivity/mail_plugins/gmail.rst:134 msgid "Configure the Odoo database" msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:45 #: ../../content/applications/productivity/mail_plugins/gmail.rst:136 msgid "" "The :guilabel:`Mail Plugin` feature must be enabled in the Odoo database in " "order to use the Gmail Plugin. To enable the feature, go to " ":menuselection:`Settings --> General Settings`. Under the " ":guilabel:`Integrations` section, activate :guilabel:`Mail Plugin`, and then" " click :guilabel:`Save`." msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst-1 msgid "The Mail Plugin feature in the Settings." msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:55 #: ../../content/applications/productivity/mail_plugins/gmail.rst:145 msgid "Configure the Gmail inbox" msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:57 #: ../../content/applications/productivity/mail_plugins/gmail.rst:147 msgid "" "In the Gmail inbox, a purple Odoo icon is now visible on the right side " "panel. Click on the Odoo icon to open up the Odoo plugin window. Then, click" " on any email in the inbox. Click :guilabel:`Authorize Access` in the plugin" " window to grant Odoo access to the Gmail inbox." msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst-1 msgid "" "The Authorize Access button in the right sidebar of the Odoo plugin panel." msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:65 #: ../../content/applications/productivity/mail_plugins/gmail.rst:155 msgid "" "Next, click :guilabel:`Login`. Then, enter the URL of the Odoo database that" " the user wishes to connect to the Gmail inbox, and log in to the database." msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:69 #: ../../content/applications/productivity/mail_plugins/gmail.rst:159 msgid "" "Use the general URL for the database, not the URL of a specific page in the " "database. For example, use `https://mycompany.odoo.com`, not " "`https://mycompany.odoo.com/web#cids=1&action=menu`." msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:73 #: ../../content/applications/productivity/mail_plugins/gmail.rst:163 msgid "" "Finally, click :guilabel:`Allow` to let Gmail access the Odoo database. The " "browser will then show a :guilabel:`Success!` message. After that, close the" " window. The Gmail inbox and Odoo database are now connected." msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:78 msgid "Odoo On-Premise users" msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:80 msgid "" "For databases hosted on servers other than Odoo Online (or Odoo.sh), follow " "the steps below to configure the Gmail Plugin." msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:84 msgid "" "As part of their security guidelines, Google requires add-on creators to " "provide a list of URLs that can be used in actions and redirections launched" " by the add-on. This protects users by ensuring, for example, that no add-on" " redirects users toward a malicious website. (Read more on `Google Apps " "Script `_.)" msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:89 msgid "" "Since Odoo can only list the `odoo.com` domain and not every on-premise " "customer's unique server domain, on-premise customers cannot install the " "Gmail Plugin from the Google Workspace Marketplace." msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:96 msgid "" "First, access the `GitHub repository `_ for the Odoo Mail Plugins. Next, click on the green " ":guilabel:`Code` button. Then, click :guilabel:`Download ZIP` to download " "the Mail Plugin files onto the user's computer." msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst-1 msgid "" "Download the ZIP file from the Odoo GitHub repository for Mail Plugins." msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:104 msgid "" "Open the ZIP file on the computer. Then, go to :menuselection:`mail-client-" "extensions-master --> gmail --> src --> views`, and open the " ":file:`login.ts` file using any text editor software, such as Notepad " "(Windows), TextEdit (Mac), or Visual Studio Code." msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:108 msgid "" "Delete the following three lines of text from the :file:`login.ts` file:" msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:116 msgid "" "This removes the `odoo.com` domain constraint from the Gmail Plugin program." msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:118 msgid "" "Next, in the ZIP file, go to :menuselection:`mail-client-extensions-master " "--> gmail`, and open the file called :guilabel:`appsscript.json`. In the " ":guilabel:`urlFetchWhitelist` section, replace all the references to " "`odoo.com` with the Odoo customer's unique server domain." msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:122 msgid "" "Then, in the same :guilabel:`gmail` folder, open the file called " ":guilabel:`README.md`. Follow the instructions in the :guilabel:`README.md` " "file to push the Gmail Plugin files as a Google Project." msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:126 msgid "" "The computer must be able to run Linux commands in order to follow the " "instructions on the :guilabel:`README.md` file." msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:129 msgid "" "After that, share the Google Project with the Gmail account that the user " "wishes to connect to Odoo. Then, click :guilabel:`Publish` and " ":guilabel:`Deploy from manifest`. Lastly, click :guilabel:`Install the add-" "on` to install the Gmail Plugin." msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:3 msgid "Outlook Plugin" msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:5 msgid "" "Outlook allows for third-party applications to connect in order to execute " "database actions from emails. Odoo has a plugin for Outlook that allows for " "the creation of an opportunity from the email panel." msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:12 msgid "" "The Outlook :doc:`Mail Plugin <../mail_plugins>` needs to be configured both" " on Odoo and Outlook." msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:17 msgid "Enable Mail Plugin" msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:19 msgid "" "First, enable the *Mail Plugin* feature in the database. Go to " ":menuselection:`Settings --> General Settings --> Integrations`, enable " ":guilabel:`Mail Plugin`, and :guilabel:`Save` the configuration." msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:25 msgid "Install the Outlook Plugin" msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:27 msgid "" "Download (:menuselection:`Save Page As --> Web Page XML only`) the following" " XML file to upload later: " "`https://download.odoocdn.com/plugins/outlook/manifest.xml " "`_." msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:31 msgid "" "Next, open the Outlook mailbox, and select any email. After completing this," " click on the :guilabel:`More actions` button in the upper right-side and " "select :guilabel:`Get Add-ins`." msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "More actions button in Outlook" msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:38 msgid "" "Following this step, select the :guilabel:`My add-ins` tab on the left-side." msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "My add-ins in Outlook" msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:44 msgid "" "Under :guilabel:`Custom add-ins` towards the bottom, click on :guilabel:`+ " "Add a custom add-in`, and then on :guilabel:`Add from file...`" msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Custom add-ins in Outlook" msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:51 msgid "" "For the next step, attach the `manifest.xml` file downloaded above, and " "press :guilabel:`OK`. Next, read the warning and click on " ":guilabel:`Install`." msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Custom add-in installation warning in Outlook" msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:61 msgid "Connect the database" msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:63 msgid "" "Now, Outlook will be connected to the Odoo database. First, open any email " "in the Outlook mailbox, click on the :guilabel:`More actions` button in the " "upper right-side, and select :guilabel:`Odoo for Outlook`." msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Odoo for Outlook add-in button" msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:71 msgid "" "The right-side panel can now display **Company Insights**. At the bottom, " "click on :guilabel:`Login`." msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Logging in the Odoo database" msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:79 msgid "" "Only a limited amount of **Company Insights** (*Lead Enrichment*) requests " "are available as a trial database. This feature requires :ref:`prepaid " "credits `." msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:83 msgid "" "If, after a short while, the panel is still empty, it is possible that the " "browser cookie settings prevented it from loading. Note that these settings " "also change if the browser is in \"Incognito\" mode." msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:87 msgid "" "To fix this issue, configure the browser to always allow cookies on Odoo's " "plugin page." msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:89 msgid "" "For Google Chrome, change the browser cookie settings by following the guide" " at: `https://support.google.com/chrome/answer/95647 " "`_ and adding " "`download.odoo.com` to the list of :guilabel:`Sites that can always use " "cookies`." msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:94 msgid "Once this is complete, the Outlook panel needs to be opened again." msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:96 msgid "Now, enter the Odoo database URL and click on :guilabel:`Login`." msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Entering the Odoo database URL" msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:102 msgid "Next, click on :guilabel:`Allow` to open the pop-up window." msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "New window pop-up warning" msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:108 msgid "" "If the user isn't logged into the database, enter the credentials. Click on " ":guilabel:`Allow` to let the Outlook Plugin connect to the database." msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Allowing the Outlook Plugin to connect to a database" msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:118 msgid "Add a shortcut to the plugin" msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:120 msgid "" "By default, the Outlook Plugin can be opened from the *More actions* menu. " "However, to save time, it's possible to add it next to the other default " "actions." msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:123 msgid "" "In the Outlook mailbox, click on :guilabel:`Settings`, then on " ":guilabel:`View all Outlook settings`." msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Viewing all Outlook settings" msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:130 msgid "" "Now, select :guilabel:`Customize actions` under :guilabel:`Mail`, click on " ":guilabel:`Odoo for Outlook`, and then :guilabel:`Save`." msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Odoo for Outlook customized action" msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:137 msgid "Following this step, open any email; the shortcut should be displayed." msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:144 msgid "Using the plugin" msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:146 msgid "" "Now that the plug-in is installed and operational, all that needs to be done" " to create a lead is to click on the `O` [Odoo icon] or navigate to " ":guilabel:`More actions` and click on :guilabel:`Odoo for Outlook`. The side" " panel will appear on the right-side, and under :guilabel:`Opportunities` " "click on :guilabel:`New`. A new window with the created opportunity in the " "Odoo database will populate." msgstr "" #: ../../content/applications/productivity/studio.rst:6 msgid "Studio" msgstr "Studio" #: ../../content/applications/productivity/studio.rst:17 msgid "" "Studio is a toolbox that allows you to customize Odoo without coding " "knowledge. For example, you can, on any app, add or modify:" msgstr "" #: ../../content/applications/productivity/studio.rst:20 msgid ":doc:`Fields `" msgstr "" #: ../../content/applications/productivity/studio.rst:21 msgid ":doc:`Views `" msgstr "" #: ../../content/applications/productivity/studio.rst:22 msgid ":doc:`Models `" msgstr "" #: ../../content/applications/productivity/studio.rst:23 msgid ":doc:`Automated actions `" msgstr "" #: ../../content/applications/productivity/studio.rst:24 msgid ":doc:`PDF reports `" msgstr "" #: ../../content/applications/productivity/studio.rst:25 msgid "Approval rules" msgstr "" #: ../../content/applications/productivity/studio.rst:26 msgid "Security rules" msgstr "" #: ../../content/applications/productivity/studio.rst:28 msgid "" "Or you can :doc:`build an app from scratch `." msgstr "" #: ../../content/applications/productivity/studio.rst:31 msgid "`Odoo Tutorials: Studio `_" msgstr "" #: ../../content/applications/productivity/studio/automated_actions.rst:3 msgid "Automated actions (automations)" msgstr "" #: ../../content/applications/productivity/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/productivity/studio/automated_actions.rst:9 msgid "" "To create an automated action with Studio, go to :guilabel:`Automations` " "from anywhere within Studio." msgstr "" #: ../../content/applications/productivity/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/productivity/studio/automated_actions.rst:0 msgid "Example of an automated action on the Subscription model" msgstr "" #: ../../content/applications/productivity/studio/automated_actions.rst:25 msgid "Model" msgstr "Model" #: ../../content/applications/productivity/studio/automated_actions.rst:27 msgid "Select the model where the automated action should be applied." msgstr "" #: ../../content/applications/productivity/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/productivity/studio/automated_actions.rst:35 msgid "Trigger" msgstr "Sprožilec" #: ../../content/applications/productivity/studio/automated_actions.rst:37 msgid "" "Define when the automated action should be applied. Six triggers are " "available." msgstr "" #: ../../content/applications/productivity/studio/automated_actions.rst:42 msgid "On Creation" msgstr "Ob nastanku" #: ../../content/applications/productivity/studio/automated_actions.rst:44 msgid "The action is triggered when a record is created and then saved." msgstr "" #: ../../content/applications/productivity/studio/automated_actions.rst:49 msgid "On Update" msgstr "Ob posodobitvi" #: ../../content/applications/productivity/studio/automated_actions.rst:51 msgid "" "The action is triggered when a previously saved record is edited and then " "saved." msgstr "" #: ../../content/applications/productivity/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/productivity/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/productivity/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/productivity/studio/automated_actions.rst:0 msgid "Example of an On Update trigger" msgstr "" #: ../../content/applications/productivity/studio/automated_actions.rst:72 msgid "On Creation & Update" msgstr "Ob nastanku in posodobitvi" #: ../../content/applications/productivity/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/productivity/studio/automated_actions.rst:79 msgid "On Deletion" msgstr "" #: ../../content/applications/productivity/studio/automated_actions.rst:81 msgid "The action is triggered when a record is deleted." msgstr "" #: ../../content/applications/productivity/studio/automated_actions.rst:84 msgid "" "This trigger is rarely used, as archiving records is usually preferred to " "deletion." msgstr "" #: ../../content/applications/productivity/studio/automated_actions.rst:89 msgid "Based on Form Modification" msgstr "" #: ../../content/applications/productivity/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/productivity/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/productivity/studio/automated_actions.rst:103 msgid "Based on Timed Condition" msgstr "Na osnovi časovnih pogojev" #: ../../content/applications/productivity/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/productivity/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/productivity/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/productivity/studio/automated_actions.rst:0 msgid "Example of a Based on Timed Condition trigger" msgstr "" #: ../../content/applications/productivity/studio/automated_actions.rst:121 msgid "By default, the scheduler checks for trigger dates every 4 hours." msgstr "" #: ../../content/applications/productivity/studio/automated_actions.rst:126 msgid "Apply on" msgstr "Uporabi na" #: ../../content/applications/productivity/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/productivity/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/productivity/studio/automated_actions.rst:142 msgid "Execute Python Code" msgstr "Izvedi Python kodo" #: ../../content/applications/productivity/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/productivity/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/productivity/studio/automated_actions.rst:153 msgid "Create a new Record" msgstr "Ustvari nov zapis" #: ../../content/applications/productivity/studio/automated_actions.rst:155 msgid "The action is used to create a new record on any model." msgstr "" #: ../../content/applications/productivity/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/productivity/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/productivity/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/productivity/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/productivity/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/productivity/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/productivity/studio/automated_actions.rst:0 msgid "Example of a Create a new Record action" msgstr "" #: ../../content/applications/productivity/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/productivity/studio/automated_actions.rst:187 msgid "Update the Record" msgstr "Posodobi zapis" #: ../../content/applications/productivity/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/productivity/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/productivity/studio/automated_actions.rst:198 msgid "Execute several actions" msgstr "Izvedi več dejanj" #: ../../content/applications/productivity/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/productivity/studio/automated_actions.rst:207 msgid "Send Email" msgstr "Pošlji e-pošto" #: ../../content/applications/productivity/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/productivity/studio/automated_actions.rst:215 msgid "Add Followers" msgstr "Dodaj sledilce" #: ../../content/applications/productivity/studio/automated_actions.rst:217 msgid "The action is used to subscribe existing contacts to the record." msgstr "" #: ../../content/applications/productivity/studio/automated_actions.rst:222 msgid "Create Next Activity" msgstr "Ustvari naslednjo aktivnost" #: ../../content/applications/productivity/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/productivity/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/productivity/studio/automated_actions.rst:0 msgid "Example of a Create Next Activity action" msgstr "" #: ../../content/applications/productivity/studio/automated_actions.rst:243 msgid "Send SMS Text Message" msgstr "" #: ../../content/applications/productivity/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/productivity/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/productivity/studio/fields.rst:3 msgid "Fields and widgets" msgstr "" #: ../../content/applications/productivity/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/productivity/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/productivity/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/productivity/studio/fields.rst:21 msgid "Simple fields" msgstr "" #: ../../content/applications/productivity/studio/fields.rst:23 msgid "Simple fields contain basic values, such as text, numbers, files, etc." msgstr "" #: ../../content/applications/productivity/studio/fields.rst:26 #: ../../content/applications/productivity/studio/fields.rst:325 msgid "" "Non-default widgets, when available, are presented as bullet points below." msgstr "" #: ../../content/applications/productivity/studio/fields.rst:31 msgid "Text (`char`)" msgstr "" #: ../../content/applications/productivity/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/productivity/studio/fields.rst:36 #: ../../content/applications/productivity/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/productivity/studio/fields.rst:38 #: ../../content/applications/productivity/studio/fields.rst:71 msgid "" ":guilabel:`Copy to Clipboard`: users can copy the value by clicking a " "button." msgstr "" #: ../../content/applications/productivity/studio/fields.rst:39 msgid ":guilabel:`E-mail`: the value becomes a clickable *mailto* link." msgstr "" #: ../../content/applications/productivity/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/productivity/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/productivity/studio/fields.rst:49 msgid ":guilabel:`Phone`: the value becomes a clickable *tel* link." msgstr "" #: ../../content/applications/productivity/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/productivity/studio/fields.rst:55 msgid ":guilabel:`URL`: the value becomes a clickable URL." msgstr "" #: ../../content/applications/productivity/studio/fields.rst:0 msgid "Examples of Text fields with different widgets" msgstr "" #: ../../content/applications/productivity/studio/fields.rst:66 msgid "Multiline Text (`text`)" msgstr "" #: ../../content/applications/productivity/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/productivity/studio/fields.rst:0 msgid "Examples of Multiline Text fields with different widgets" msgstr "" #: ../../content/applications/productivity/studio/fields.rst:82 msgid "Integer (`integer`)" msgstr "" #: ../../content/applications/productivity/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/productivity/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/productivity/studio/fields.rst:89 #: ../../content/applications/productivity/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/productivity/studio/fields.rst:91 msgid "" ":guilabel:`Handle`: displays a drag handle icon to order records manually in" " :ref:`List view `." msgstr "" #: ../../content/applications/productivity/studio/fields.rst:0 msgid "Examples of Integer fields with different widgets" msgstr "" #: ../../content/applications/productivity/studio/fields.rst:103 msgid "Decimal (`float`)" msgstr "" #: ../../content/applications/productivity/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/productivity/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/productivity/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/productivity/studio/fields.rst:115 msgid "" ":guilabel:`Percentage`: displays a percent character `%` after the value." msgstr "" #: ../../content/applications/productivity/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/productivity/studio/fields.rst:120 msgid "" ":guilabel:`Time`: the value must follow the *hh:mm* format, with a maximum " "of 59 minutes." msgstr "" #: ../../content/applications/productivity/studio/fields.rst:0 msgid "Examples of Decimal fields with different widgets" msgstr "" #: ../../content/applications/productivity/studio/fields.rst:131 msgid "Monetary (`monetary`)" msgstr "" #: ../../content/applications/productivity/studio/fields.rst:133 msgid "The :guilabel:`Monetary` field is used for all monetary values." msgstr "" #: ../../content/applications/productivity/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/productivity/studio/fields.rst:0 msgid "Example of a Monetary field along with its Currency field" msgstr "" #: ../../content/applications/productivity/studio/fields.rst:149 msgid "Html (`html`)" msgstr "" #: ../../content/applications/productivity/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/productivity/studio/fields.rst:153 msgid "" ":guilabel:`Multiline Text`: disables the Odoo HTML editor to allow editing " "raw HTML." msgstr "" #: ../../content/applications/productivity/studio/fields.rst:0 msgid "Examples of Html fields with different widgets" msgstr "" #: ../../content/applications/productivity/studio/fields.rst:164 msgid "Date (`date`)" msgstr "" #: ../../content/applications/productivity/studio/fields.rst:166 msgid "The :guilabel:`Date` field is used to select a date on a calendar." msgstr "" #: ../../content/applications/productivity/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/productivity/studio/fields.rst:0 msgid "Examples of Date fields with different widgets" msgstr "" #: ../../content/applications/productivity/studio/fields.rst:180 msgid "Date & Time (`datetime`)" msgstr "" #: ../../content/applications/productivity/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/productivity/studio/fields.rst:185 msgid "" ":guilabel:`Date`: used to record the time without displaying it on the UI." msgstr "" #: ../../content/applications/productivity/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/productivity/studio/fields.rst:0 msgid "Examples of Date & Time fields with different widgets" msgstr "" #: ../../content/applications/productivity/studio/fields.rst:198 msgid "Checkbox (`boolean`)" msgstr "" #: ../../content/applications/productivity/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/productivity/studio/fields.rst:203 msgid "" ":guilabel:`Button`: displays a radio button. The widget works without " "switching to the edit mode." msgstr "" #: ../../content/applications/productivity/studio/fields.rst:204 msgid "" ":guilabel:`Toggle`: displays a toggle button. The widget works without " "switching to the edit mode." msgstr "" #: ../../content/applications/productivity/studio/fields.rst:0 msgid "Examples of Checkbox fields with different widgets" msgstr "" #: ../../content/applications/productivity/studio/fields.rst:215 msgid "Selection (`selection`)" msgstr "" #: ../../content/applications/productivity/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/productivity/studio/fields.rst:222 msgid "" ":guilabel:`Badges`: displays all selectable values simultaneously inside " "rectangular shapes, organized horizontally." msgstr "" #: ../../content/applications/productivity/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/productivity/studio/fields.rst:228 #: ../../content/applications/productivity/studio/fields.rst:352 msgid "" ":guilabel:`Radio`: displays all selectable values at the same time as radio " "buttons." msgstr "" #: ../../content/applications/productivity/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/productivity/studio/fields.rst:0 msgid "Examples of Selection fields with different widgets" msgstr "" #: ../../content/applications/productivity/studio/fields.rst:243 msgid "Priority (`selection`)" msgstr "" #: ../../content/applications/productivity/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/productivity/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/productivity/studio/fields.rst:0 msgid "Example of a Priority field" msgstr "" #: ../../content/applications/productivity/studio/fields.rst:266 msgid "File (`binary`)" msgstr "" #: ../../content/applications/productivity/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/productivity/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/productivity/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/productivity/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/productivity/studio/fields.rst:0 msgid "Examples of File fields with different widgets" msgstr "" #: ../../content/applications/productivity/studio/fields.rst:288 msgid "Image (`binary`)" msgstr "" #: ../../content/applications/productivity/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/productivity/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/productivity/studio/fields.rst:303 msgid "Sign (`binary`)" msgstr "" #: ../../content/applications/productivity/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/productivity/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/productivity/studio/fields.rst:320 msgid "Relational fields" msgstr "" #: ../../content/applications/productivity/studio/fields.rst:322 msgid "" "Relational fields are used to link and display the data from records on " "another model." msgstr "" #: ../../content/applications/productivity/studio/fields.rst:330 msgid "Many2One (`many2one`)" msgstr "" #: ../../content/applications/productivity/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/productivity/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/productivity/studio/fields.rst:0 msgid "Diagram showing a many2one relationship" msgstr "" #: ../../content/applications/productivity/studio/fields.rst:345 msgid "" "To prevent users from creating a new record in the linked model, tick " ":guilabel:`Disable creation`." msgstr "" #: ../../content/applications/productivity/studio/fields.rst:347 msgid "" "To prevent users from opening records in a pop-up window, tick " ":guilabel:`Disable opening`." msgstr "" #: ../../content/applications/productivity/studio/fields.rst:348 msgid "" "To help users only select the right record, click on :guilabel:`Domain` to " "create a filter." msgstr "" #: ../../content/applications/productivity/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/productivity/studio/fields.rst:357 msgid "One2Many (`one2many`)" msgstr "" #: ../../content/applications/productivity/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/productivity/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/productivity/studio/fields.rst:0 msgid "Diagram showing a one2many relationship" msgstr "" #: ../../content/applications/productivity/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/productivity/studio/fields.rst:378 msgid "Lines (`one2many`)" msgstr "" #: ../../content/applications/productivity/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/productivity/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/productivity/studio/fields.rst:0 msgid "Example of a Lines field" msgstr "" #: ../../content/applications/productivity/studio/fields.rst:397 msgid "Many2Many (`many2many`)" msgstr "" #: ../../content/applications/productivity/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/productivity/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/productivity/studio/fields.rst:0 msgid "Diagram showing many2many relationships" msgstr "" #: ../../content/applications/productivity/studio/fields.rst:413 msgid "" ":guilabel:`Checkboxes`: users can select several values using checkboxes." msgstr "" #: ../../content/applications/productivity/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/productivity/studio/fields.rst:421 msgid "Tags (`many2many`)" msgstr "" #: ../../content/applications/productivity/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/productivity/studio/fields.rst:430 msgid "" "To display tags with different background colors, tick :guilabel:`Use " "colors`." msgstr "" #: ../../content/applications/productivity/studio/fields.rst:0 msgid "Example of a Tags field" msgstr "" #: ../../content/applications/productivity/studio/fields.rst:441 msgid "Related Field (`related`)" msgstr "" #: ../../content/applications/productivity/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/productivity/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/productivity/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/productivity/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/productivity/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/productivity/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/productivity/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/productivity/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/productivity/studio/fields.rst:477 msgid "" ":guilabel:`Label`: The :guilabel:`Label` is the field's name on the UI." msgstr "" #: ../../content/applications/productivity/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/productivity/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/productivity/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/productivity/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/productivity/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/productivity/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/productivity/studio/models_modules_apps.rst:3 msgid "Models, modules, and apps" msgstr "" #: ../../content/applications/productivity/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/productivity/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/productivity/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/productivity/studio/models_modules_apps.rst:19 msgid "Suggested features" msgstr "" #: ../../content/applications/productivity/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/productivity/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/productivity/studio/models_modules_apps.rst:0 msgid "" "Combination of the Picture and Pipeline stages features on the Kanban view" msgstr "" #: ../../content/applications/productivity/studio/models_modules_apps.rst:39 msgid "Contact details" msgstr "" #: ../../content/applications/productivity/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/productivity/studio/models_modules_apps.rst:0 msgid "Contact details feature on the Form view" msgstr "" #: ../../content/applications/productivity/studio/models_modules_apps.rst:57 msgid "User assignment" msgstr "" #: ../../content/applications/productivity/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/productivity/studio/models_modules_apps.rst:0 msgid "User assignment feature on the Form view" msgstr "" #: ../../content/applications/productivity/studio/models_modules_apps.rst:75 msgid "Date & Calendar" msgstr "" #: ../../content/applications/productivity/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/productivity/studio/models_modules_apps.rst:84 msgid "Date range & Gantt" msgstr "" #: ../../content/applications/productivity/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/productivity/studio/models_modules_apps.rst:94 msgid "Pipeline stages" msgstr "" #: ../../content/applications/productivity/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/productivity/studio/models_modules_apps.rst:105 msgid "The :guilabel:`Pipeline stages` feature can be added at a later stage." msgstr "" #: ../../content/applications/productivity/studio/models_modules_apps.rst:110 msgid "Tags" msgstr "Ključne besede" #: ../../content/applications/productivity/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/productivity/studio/models_modules_apps.rst:120 msgid "Picture" msgstr "Slika" #: ../../content/applications/productivity/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/productivity/studio/models_modules_apps.rst:126 msgid "The :guilabel:`Picture` feature can be added at a later stage." msgstr "" #: ../../content/applications/productivity/studio/models_modules_apps.rst:131 msgid "Lines" msgstr "Vrstice" #: ../../content/applications/productivity/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/productivity/studio/models_modules_apps.rst:139 msgid "Notes" msgstr "Beležke" #: ../../content/applications/productivity/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/productivity/studio/models_modules_apps.rst:147 msgid "Monetary value" msgstr "" #: ../../content/applications/productivity/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/productivity/studio/models_modules_apps.rst:155 msgid "A *Currency* field is added and hidden from the view." msgstr "" #: ../../content/applications/productivity/studio/models_modules_apps.rst:160 msgid "Company" msgstr "Podjetje" #: ../../content/applications/productivity/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/productivity/studio/models_modules_apps.rst:167 msgid "This is only useful if you work in a multi-company environment." msgstr "" #: ../../content/applications/productivity/studio/models_modules_apps.rst:172 msgid "Custom Sorting" msgstr "" #: ../../content/applications/productivity/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/productivity/studio/models_modules_apps.rst:0 msgid "Custom Sorting feature on the List view" msgstr "" #: ../../content/applications/productivity/studio/models_modules_apps.rst:186 msgid "Chatter" msgstr "" #: ../../content/applications/productivity/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/productivity/studio/models_modules_apps.rst:192 msgid "The :guilabel:`Chatter` feature can be added at a later stage." msgstr "" #: ../../content/applications/productivity/studio/models_modules_apps.rst:0 msgid "Chatter feature on the Form view" msgstr "" #: ../../content/applications/productivity/studio/models_modules_apps.rst:203 msgid "Archiving" msgstr "" #: ../../content/applications/productivity/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/productivity/studio/models_modules_apps.rst:212 msgid "Export and import customizations" msgstr "" #: ../../content/applications/productivity/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/productivity/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/productivity/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/productivity/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/productivity/studio/pdf_reports.rst:3 msgid "PDF reports" msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:5 msgid "" "With Studio, you can :ref:`edit existing PDF reports ` (e.g., invoices, quotations, etc.) or :ref:`create new ones " "`." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:11 msgid "Default layout" msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:13 msgid "" "The default layout of reports is managed outside Studio. Go to " ":menuselection:`Settings`, then, in the :guilabel:`Companies` section, click" " :guilabel:`Configure Document Layout`. Layout settings are company-specific" " but apply to all reports." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:18 msgid "" "You can see how the different settings affect the report layout in the " "report preview on the right, or download a sample invoice PDF by clicking " ":guilabel:`Download PDF Preview`." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:21 msgid "Use the following settings:" msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:25 msgid ":guilabel:`Layout`: Four layouts are available:" msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:29 msgid "Light" msgstr "Light" #: ../../content/applications/productivity/studio/pdf_reports.rst:0 msgid "Light report layout sample" msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:34 msgid "Boxed" msgstr "Škatlast" #: ../../content/applications/productivity/studio/pdf_reports.rst:0 msgid "Boxed report layout sample" msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:39 msgid "Bold" msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:0 msgid "Bold report layout sample" msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:44 msgid "Striped" msgstr "Črtast" #: ../../content/applications/productivity/studio/pdf_reports.rst:0 msgid "Striped report layout sample" msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:51 msgid "" ":guilabel:`Font`: Seven fonts are available: Lato, Roboto, Open Sans, " "Montserrat, Oswald, Raleway, and Tajawal (which supports Arabic and Latin " "scripts). Go to the `Google Fonts website `_ to " "preview them." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:57 msgid "" ":guilabel:`Company logo`: Click the :guilabel:`Edit` button to upload or " "change the logo. This adds the logo to the company’s record on the *Company*" " model, which you can access by going to :menuselection:`Settings` and then " "clicking :guilabel:`Update Info` in the :guilabel:`Companies` section." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:64 msgid "" ":guilabel:`Colors`: Change the primary and secondary colors used to " "structure reports. The default colors are automatically generated based on " "the colors of the logo." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:69 msgid "" ":guilabel:`Layout background`: The following backgrounds are available:" msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:71 msgid ":guilabel:`Blank`: nothing is displayed." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:72 msgid "" ":guilabel:`Geometric`: an image featuring geometric shapes is displayed in " "the background." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:73 msgid ":guilabel:`Custom`: upload a custom background image." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:77 msgid "" ":guilabel:`Company tagline`: This is displayed in the header of " ":ref:`external reports `. You can" " add multiple lines of text." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:82 msgid "" ":guilabel:`Company details`: These are displayed in the header of " ":ref:`external reports `. You can" " add multiple lines of text." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:87 msgid "" ":guilabel:`Footer`: This text is used in the footer of :ref:`external " "reports `. You can add multiple " "lines of text. You can also edit the footer using the :ref:`report editor " "`." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:93 msgid "" ":guilabel:`Paper format`: to define the default paper size of reports. You " "can select :guilabel:`A4` (21 cm x 29.7 cm), :guilabel:`US Letter` (21.59 cm" " x 27.54 cm), or :guilabel:`QR codes page`. This can also be defined for " "individual reports in the :guilabel:`Paper format` field in :ref:`Studio " "`." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:101 msgid "Creating new PDF reports" msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:103 msgid "" "To create a new report for a model, access the model, click the **Toggle " "Studio** button, then click :guilabel:`Reports`. Click :guilabel:`New` and, " "in the popup window that opens, select the type of report. This is solely " "used to determine what is displayed in the header and footer:" msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:109 msgid ":guilabel:`External`:" msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:111 msgid "" "The header displays the company's :ref:`logo `, :ref:`tagline `, " "and :ref:`details `." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:114 msgid "" "The footer displays the values set in the :ref:`Footer ` field and the page number." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:117 msgid "" ":guilabel:`Internal`: The header displays the user's current date and time, " ":guilabel:`Company Name`, and page number. There is no footer." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:120 msgid "" ":guilabel:`Blank`: There is neither a header nor a footer. Click in the " "upper left corner of the page to edit the report." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:123 msgid "" "Once you have created the report, you can start :ref:`editing it " "`." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:128 msgid "Editing PDF reports" msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:130 msgid "" "To access the reports available for a model, access the model (e.g., sales " "orders), click the **Toggle Studio** button, then click :guilabel:`Reports`." " Select an existing report to open it or :ref:`create a new one `." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:135 msgid "" "Alternatively, you can also open Studio, click :guilabel:`Reports`, and " "search for a specific report or model." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:139 msgid "" "It is strongly recommended to **duplicate** the standard report and perform " "changes in the duplicated version. To duplicate a report, 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/productivity/studio/pdf_reports.rst:0 msgid "Duplicating a PDF report" msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:148 msgid "Options" msgstr "Možnosti" #: ../../content/applications/productivity/studio/pdf_reports.rst:150 msgid "" "Once you've selected or created a report, you can use the options in the " "left part of the screen to:" msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:152 msgid "" "Change the :guilabel:`Report name`. The new name is applied everywhere (in " "Studio, under the :guilabel:`Print` button, and in the PDF file name)." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:154 msgid "" "Modify the :guilabel:`Paper format`. If no value is selected, the format " "defined in the :ref:`default layout ` is used." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:156 msgid "" ":guilabel:`Show in print menu`: to add the report in the :guilabel:`Print` " "menu available from the record." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:158 msgid "" ":guilabel:`Reload from attachment`: to save the report as an attachment on " "the record the first time it is generated and reload the original version of" " the report any subsequent time. This is legally required for invoices and " "is mainly used in this case." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:161 msgid "" ":guilabel:`Limit visibility to groups`: to limit the availability of the PDF" " report to specific :doc:`user groups <../../general/users/access_rights>`." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:163 msgid "" ":guilabel:`Edit sources`: to modify the report directly in the :ref:`XML " "file `." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:165 msgid "" ":guilabel:`Reset report`: to discard all changes made to the report and " "reset it to its standard version." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:167 msgid ":guilabel:`Print preview`: to generate and download a report preview." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:170 msgid "Report editor" msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:172 msgid "" "The report editor allows you to modify the formatting and contents of the " "report." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:175 msgid "" "You can :guilabel:`Undo` or :guilabel:`Redo` changes using the related " "buttons or the shortcuts `CTRL Z` and `CTRL Y`." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:178 msgid "" "Changes are saved automatically when you leave the report or manually using " "the :guilabel:`Save` button." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:181 msgid "" "You can reset the report to its standard version by clicking the " ":guilabel:`Reset report` button in the left part of the screen." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:185 msgid "" "Editing the header and footer of a report impacts all standard and custom " "reports." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:188 msgid "Conditional blocks" msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:190 msgid "" "The dashed rectangles represent **conditional blocks** (*if/else* " "statements). These are used to show/hide content based on specific " "conditions. Click on the block to view the conditions." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst-1 msgid "View conditions applied to a block." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:196 msgid "" "Select a value to preview its corresponding output and edit it if necessary." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst-1 msgid "Preview the output of another condition." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:202 msgid "" "Conditions can only be edited in :ref:`XML `." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:205 msgid "Other content" msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:207 msgid "There are two types of text content in reports:" msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:209 msgid "" "Static text, i.e., the text that's not highlighted in blue, which can be " "modified directly in the editor." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:211 msgid "" "Dynamic text, i.e., the text that's highlighted in blue, which is replaced " "by field values when the report is generated, e.g., the SO number or the " "quotation date." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:214 msgid "" "You can add content (e.g., fields, lists, tables, images, banners, etc.) to " "the report using commands. Type `/` to open the :ref:`powerbox " "`, then type the command's name or select it from the " "list." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:218 msgid "To add static text to the report, type the text where you want it." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:220 msgid "" "For more advanced changes, you can :ref:`edit the report in the XML directly" " `." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:226 msgid "Add a field" msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:228 msgid "" "To add a field, type `/` and select the :guilabel:`Field` command. In the " "list that opens, select or search for the field; click the right arrow next " "to the field name to access the list of related fields if needed. Then, " "specify the default value and press `Enter`." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst-1 msgid "Select a related field." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:236 msgid "Add a data table" msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:238 msgid "" "Data tables are used to display :ref:`relational fields " "`. To add a data table, type `/`, select " "the :guilabel:`Dynamic Table` command, and select the relation to be " "displayed in the table." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:243 msgid "" "Only relations of type `one2many` or `many2many` can be displayed as data " "tables." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:245 msgid "" "Once the table has been added, you can add columns using the table tools. " "Position the cursor on top of the column, then click the purple rectangle " "and select an option." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst-1 msgid "Add a column in a dynamic table." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:251 msgid "" "You can then insert the :ref:`field of your choice ` in the columns. The dialog box that opens shows the source object " "for the field (e.g., the *Tag* model) and the list of available fields." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst-1 msgid "List of available fields for the Tag model." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:259 msgid "" "The default row automatically iterates over the field's content, generating " "a row on the report for each field value (e.g., one row per tag). You can " "add static content rows above or below the generated rows using the table " "tools." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:262 msgid "" "You can also add data tables by :ref:`modifying the report's XML " "`." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:265 msgid "Formatting" msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:267 msgid "" "To format text in the report, select it, then format it using the options in" " the :ref:`knowledge/text-editor`." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:0 msgid "Format text using the text editor." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:276 msgid "Editing the report's XML" msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:279 msgid "" "Modifying the XML directly may result in report issues during :doc:`upgrades" " <../../../administration/upgrade>`. If this happens, simply copy your " "changes from the old database into your upgraded database." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:283 msgid "" "To edit the report's XML, click :guilabel:`Edit sources` in the left pane." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:286 msgid "Examples" msgstr "Primeri" #: ../../content/applications/productivity/studio/pdf_reports.rst:290 msgid "" "Sometimes, tables are not properly recognized as such due to complex " "structures. In those cases, you can still modify them manually in the report" " XML. For example, with a sales order, you can find the following structure " "in the XML (simplified for documentation purposes):" msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:318 msgid "" "To modify a table, you must ensure that each row has the same number of data" " cells. For example, in the case above, you need to add a cell in the header" " section (with e.g., the column title) and another one in the body section " "with the field content (usually, with a `t-out` or `t-field` directive)." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:344 msgid "" "Cells can span multiple rows or columns. For more information, go to the " "`Mozilla Developer Network website `_." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:347 msgid "" "For example, you can modify the **Quotation/Order** report to add a column " "to display the product category in the main table:" msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:0 msgid "Add a Product Category column in a SO." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:376 msgid "" "To add a table in XML, you need to know the names of the fields and objects " "you wish to access and display. As an example, let's add a table that " "details the tags on a sales order:" msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:0 msgid "Add a data table in XML" msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:407 msgid "" "When adding tables manually, style them using `Bootstrap classes " "`_, like the `table` class" " included in the example above." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:413 msgid "" "If you want to show/hide content based on specific conditions, you can " "manually add `if/else` control statements in the report XML." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:416 msgid "" "For example, if you want to hide a custom data table if there are no tags, " "you can use the `t-if` attribute to define the condition, which is then " "evaluated as `True` or `False`. The table will not be displayed if there are" " no tags in the quotation." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:445 msgid "" "If you want to display another block in case the `t-if` statement is " "evaluated as `False`, you can specify it using the `t-else` statement. The " "`t-else` block must directly follow the `t-if` block in the document " "structure. There is no need to specify any condition in the `t-else` " "attribute. As an example, let's show a quick message explaining that there " "are no tags on the quotation:" msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:477 msgid "" "By using the `t-if/t-else` notation, the report editor recognizes that these" " sections are mutually exclusive and should be displayed as conditional " "blocks:" msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:0 msgid "Output preview if there are tags." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:483 msgid "You can switch conditions using the editor to preview their output:" msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:0 msgid "Output preview if there are no tags." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:488 msgid "" "If you wish to have multiple options, you can also use `t-elif` directives " "to add intermediary conditions. For example, this is how the title of sales " "order reports changes based on the condition of the underlying document." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:501 msgid "" "The title *Pro-Forma Invoice* is used depending on some contextual " "conditions. If these conditions are not met and the state of the document is" " either `draft` or `sent`, then *Quotation* is used. If none of those " "conditions are met, the report's title is *Order*." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:507 msgid "" "Working with images in a report can be challenging, as precise control over " "image size and behavior is not always obvious. You can insert image fields " "using the report editor (:ref:`by using the /Field command `), but inserting them in XML using the `t-field` " "directive and accompanying `t-options` attributes provides better sizing and" " positioning control." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:513 msgid "" "For example, the following code outputs the field `image_128` of the line's " "product as a 64px-wide image (with an automatic height based on the image's " "aspect ratio)." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:520 msgid "The following options are available for image widgets:" msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:522 msgid "" "`width`: width of the image, usually in pixels or CSS length units (e.g., " "`rem`) (leave empty for auto-width)." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:524 msgid "" "`height`: height of the image, usually in pixels or CSS length units (e.g., " "`rem`) (leave empty for auto-height)." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:526 msgid "" "`class`: CSS classes applied on the `img` tag; `Bootstrap classes " "`_ are available." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:528 msgid "`alt`: alternative text of the image" msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:529 msgid "" "`style`: style attribute; it allows you to override styles more freely than " "with `Bootstrap classes " "`_." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:532 msgid "" "These attributes must contain strings, i.e., text enclosed within quotes " "within quotes, e.g., `t-options-width=\"'64px'\"` (or, alternatively, a " "valid Python expression)." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:536 msgid "" "The image widget cannot be used on an `img` tag. Instead, set the `t-field` " "directive on a `span` (for inline content) or `div` (for block content) " "node." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:539 msgid "" "For example, let's add a column with the product image in the quotation " "table:" msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:567 msgid "" "The `t-options-width` attribute restricts the image width to 64 pixels, and " "the Bootstrap classes used in `t-options-class` create a thumbnail-like " "border with rounded corners and a shadow." msgstr "" #: ../../content/applications/productivity/studio/pdf_reports.rst:0 msgid "Add a column with the product image in the quotation table." msgstr "" #: ../../content/applications/productivity/studio/views.rst:3 msgid "Views" msgstr "Prikazi" #: ../../content/applications/productivity/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/productivity/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/productivity/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/productivity/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/productivity/studio/views.rst:31 msgid "General views" msgstr "" #: ../../content/applications/productivity/studio/views.rst:34 #: ../../content/applications/productivity/studio/views.rst:97 #: ../../content/applications/productivity/studio/views.rst:195 #: ../../content/applications/productivity/studio/views.rst:311 msgid "" "The settings described below are found under the view's :guilabel:`View` tab" " unless specified otherwise." msgstr "" #: ../../content/applications/productivity/studio/views.rst:40 msgid "Form" msgstr "Obrazec" #: ../../content/applications/productivity/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/productivity/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/productivity/studio/views.rst:47 #: ../../content/applications/productivity/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/productivity/studio/views.rst:0 msgid "Sales order model's Form view" msgstr "" #: ../../content/applications/productivity/studio/views.rst:59 msgid "Activity" msgstr "Aktivnost" #: ../../content/applications/productivity/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/productivity/studio/views.rst:65 msgid "This view can only be modified within Studio by editing the XML code." msgstr "" #: ../../content/applications/productivity/studio/views.rst:0 msgid "Lead/Opportunity model's Activity view" msgstr "" #: ../../content/applications/productivity/studio/views.rst:76 msgid "Search" msgstr "Iskanje" #: ../../content/applications/productivity/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/productivity/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/productivity/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/productivity/studio/views.rst:0 msgid "Project model's Search view on the Kanban view" msgstr "" #: ../../content/applications/productivity/studio/views.rst:94 msgid "Multiple records views" msgstr "" #: ../../content/applications/productivity/studio/views.rst:103 msgid "Kanban" msgstr "Kanban" #: ../../content/applications/productivity/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/productivity/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/productivity/studio/views.rst:112 msgid "" "To prevent users from creating new records, untick :guilabel:`Can Create`." msgstr "" #: ../../content/applications/productivity/studio/views.rst:113 msgid "" "To create records directly within the view, in a minimalistic form, enable " ":guilabel:`Quick Create`." msgstr "" #: ../../content/applications/productivity/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/productivity/studio/views.rst:0 msgid "Project model's Kanban view" msgstr "" #: ../../content/applications/productivity/studio/views.rst:127 msgid "List" msgstr "Seznam" #: ../../content/applications/productivity/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/productivity/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/productivity/studio/views.rst:138 msgid "" "This prevents users from opening records in :ref:`Form view " "` from the :guilabel:`List` view." msgstr "" #: ../../content/applications/productivity/studio/views.rst:141 msgid "To edit several records at once, tick :guilabel:`Enable Mass Editing`." msgstr "" #: ../../content/applications/productivity/studio/views.rst:142 msgid "" "To change the way records are sorted by default, select a field under " ":guilabel:`Sort By`." msgstr "" #: ../../content/applications/productivity/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/productivity/studio/views.rst:0 msgid "Drag handle icon enabling to sort records manually in List view" msgstr "" #: ../../content/applications/productivity/studio/views.rst:0 msgid "Sales order model's List view" msgstr "" #: ../../content/applications/productivity/studio/views.rst:161 msgid "Map" msgstr "Zemljevid" #: ../../content/applications/productivity/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/productivity/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/productivity/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/productivity/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/productivity/studio/views.rst:174 msgid "" "To add information from other fields, select them under " ":guilabel:`Additional Fields`." msgstr "" #: ../../content/applications/productivity/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/productivity/studio/views.rst:0 msgid "Task model's Map view" msgstr "" #: ../../content/applications/productivity/studio/views.rst:187 msgid "Timeline views" msgstr "" #: ../../content/applications/productivity/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/productivity/studio/views.rst:203 msgid "" "The :guilabel:`Calendar` view is used to overview and manage records inside " "a calendar." msgstr "" #: ../../content/applications/productivity/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/productivity/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/productivity/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/productivity/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/productivity/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/productivity/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/productivity/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/productivity/studio/views.rst:0 msgid "Calendar Event model's Calendar view" msgstr "" #: ../../content/applications/productivity/studio/views.rst:242 msgid "Cohort" msgstr "Kohorta" #: ../../content/applications/productivity/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/productivity/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/productivity/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/productivity/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/productivity/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/productivity/studio/views.rst:0 msgid "Subscription model's Cohort view" msgstr "" #: ../../content/applications/productivity/studio/views.rst:268 msgid "Gantt" msgstr "Gantt" #: ../../content/applications/productivity/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/productivity/studio/views.rst:273 msgid "" "To prevent users from creating or editing records, untick :guilabel:`Can " "Create` or :guilabel:`Can Edit`." msgstr "" #: ../../content/applications/productivity/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/productivity/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/productivity/studio/views.rst:282 msgid "To show a total row at the bottom, tick :guilabel:`Display Total row`." msgstr "" #: ../../content/applications/productivity/studio/views.rst:283 msgid "" "To collapse multiple records in a single row, tick :guilabel:`Collapse First" " Level`." msgstr "" #: ../../content/applications/productivity/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/productivity/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/productivity/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/productivity/studio/views.rst:292 msgid "" "As the number of colors is limited, the same color can be assigned to " "different values." msgstr "" #: ../../content/applications/productivity/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/productivity/studio/views.rst:0 msgid "Planning Shift model's Gantt view" msgstr "" #: ../../content/applications/productivity/studio/views.rst:308 msgid "Reporting views" msgstr "" #: ../../content/applications/productivity/studio/views.rst:317 msgid "Pivot" msgstr "Pivot" #: ../../content/applications/productivity/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/productivity/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/productivity/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/productivity/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/productivity/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/productivity/studio/views.rst:0 msgid "Purchase Report model's Pivot view" msgstr "" #: ../../content/applications/productivity/studio/views.rst:341 msgid "Graph" msgstr "Grafikon" #: ../../content/applications/productivity/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/productivity/studio/views.rst:345 msgid "" "To change the default chart, select :guilabel:`Bar`, :guilabel:`Line`, or " ":guilabel:`Pie` under :guilabel:`Type`." msgstr "" #: ../../content/applications/productivity/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/productivity/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/productivity/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/productivity/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/productivity/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/productivity/studio/views.rst:0 msgid "Sales Analysis Report model's Bar chart on Graph view" msgstr "" #: ../../content/applications/productivity/studio/views.rst:368 msgid "Dashboard" msgstr "Nadzorna plošča" #: ../../content/applications/productivity/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/productivity/studio/views.rst:0 msgid "Sales Analysis Report model's Dashboard view" msgstr "" #: ../../content/applications/productivity/to_do.rst:3 msgid "To-do" msgstr "" #: ../../content/applications/productivity/to_do.rst:5 msgid "To-do assists you in organizing and managing personal tasks." msgstr "" #: ../../content/applications/productivity/to_do.rst:8 msgid "Creating to-dos" msgstr "" #: ../../content/applications/productivity/to_do.rst:10 msgid "" "To create a to-do, click :guilabel:`New` or the plus button (:guilabel:`➕`) " "next to a stage name. Add a title to your to-do, then click :guilabel:`Add` " "to save it or :guilabel:`Edit` to access more options." msgstr "" #: ../../content/applications/productivity/to_do.rst:14 msgid "" "If you choose to :guilabel:`Edit` a to-do, you have the option to add " ":guilabel:`Tags`, :guilabel:`Assignees`, or more information using the Odoo " "Editor." msgstr "" #: ../../content/applications/productivity/to_do.rst:18 msgid "Adding :guilabel:`Assignees` shares the to-do with the users selected." msgstr "" #: ../../content/applications/productivity/to_do.rst:19 msgid "" "Type `/` in the editor box to structure and format your content. You can " "also add media, links, and widgets." msgstr "" #: ../../content/applications/productivity/to_do.rst:23 msgid "" "You can create a new to-do on the fly from anywhere in Odoo by opening the " "**command palette tool** with the keyboard shortcut ´ctrl+k´ and clicking " ":guilabel:`Add a To-Do`, or by clicking the clock button and then " ":guilabel:`Add a To-Do`." msgstr "" #: ../../content/applications/productivity/to_do.rst:0 msgid "Adding a to-do on the fly" msgstr "" #: ../../content/applications/productivity/to_do.rst:31 msgid "Converting to-dos into project tasks" msgstr "" #: ../../content/applications/productivity/to_do.rst:33 msgid "" "If you use the :doc:`Project app <../services/project>`, you can convert to-" "dos into project tasks. To do so, open a to-do and click the gear button " "(:guilabel:`⚙`), then :guilabel:`Convert to Task`." msgstr "" #: ../../content/applications/productivity/to_do.rst:36 msgid "" "Next, select the :guilabel:`Project`, :guilabel:`Assignees`, and " ":guilabel:`Tags`, then click :guilabel:`Convert to Task`. The to-do is now a" " project task and appears in the selected project." msgstr "" #: ../../content/applications/productivity/to_do.rst-1 msgid "Converting a to-do into a task" msgstr "" #: ../../content/applications/productivity/to_do.rst:43 msgid "Managing the to-do pipeline" msgstr "" #: ../../content/applications/productivity/to_do.rst:45 msgid "" "Your assigned **to-dos** are displayed on the app dashboard. You can drag " "and drop a to-do to move it from one stage to another." msgstr "" #: ../../content/applications/productivity/to_do.rst-1 msgid "Example of a to-do pipeline" msgstr "" #: ../../content/applications/productivity/to_do.rst:52 msgid "" "Click the :guilabel:`+ Personal Stage` button on the left of the pipeline to" " create a new stage." msgstr "" #: ../../content/applications/productivity/to_do.rst:54 msgid "" "Click the gear button (:guilabel:`⚙`) next to a stage to :guilabel:`Fold`, " ":guilabel:`Edit`, or :guilabel:`Delete` it." msgstr "" #: ../../content/applications/productivity/to_do.rst:0 msgid "Stage settings button" msgstr "" #: ../../content/applications/productivity/to_do.rst:61 msgid "Scheduling activities" msgstr "" #: ../../content/applications/productivity/to_do.rst:63 msgid "" "To schedule an activity on a to-do, click the clock button on the app " "dashboard, then the :guilabel:`+ Schedule an activity` button." msgstr "" #: ../../content/applications/productivity/to_do.rst-1 msgid "Scheduling an activity from the To-do dashboard" msgstr "" #: ../../content/applications/productivity/to_do.rst:69 msgid "To create the activity:" msgstr "" #: ../../content/applications/productivity/to_do.rst:71 msgid "Select an :guilabel:`Activity Type`." msgstr "" #: ../../content/applications/productivity/to_do.rst:72 msgid "Select a :guilabel:`Due date`." msgstr "" #: ../../content/applications/productivity/to_do.rst:73 msgid "Choose who the activity should be :guilabel:`Assigned to`." msgstr "" #: ../../content/applications/productivity/to_do.rst:74 msgid "" "Add a brief :guilabel:`Summary` if needed. You can add a more elaborate " "description in the :guilabel:`Log a note` box." msgstr "" #: ../../content/applications/productivity/to_do.rst:77 msgid "Click :guilabel:`Schedule` to complete the action." msgstr "" #: ../../content/applications/productivity/to_do.rst:80 msgid "" "The :guilabel:`To Do` activity is *not* a to-do task. Selecting it does not " "create a to-do task." msgstr "" #: ../../content/applications/productivity/to_do.rst:83 msgid "Viewing to-dos in the Project app" msgstr "" #: ../../content/applications/productivity/to_do.rst:85 msgid "" "If you use the :doc:`Project app <../services/project>`, your to-dos also " "appear as private tasks under the :guilabel:`My Tasks` view." msgstr "" #: ../../content/applications/productivity/to_do.rst-1 msgid "Example of a \"My Tasks\" pipeline in the Project app" msgstr "" #: ../../content/applications/productivity/to_do.rst:92 msgid "" "A padlock icon is visible on your private tasks to quickly identify them " "among your project tasks." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:3 msgid "WhatsApp" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:5 msgid "" "**WhatsApp** is an instant messaging and voice-over-IP app that allows users" " to send messages, make calls, and share content. Businesses can use " "`WhatsApp Business `_ to" " communicate with their customers by text, send documents and provide " "support." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:11 msgid "" "WhatsApp is an Odoo Enterprise-only application that does not work in Odoo " "Community edition. To sign up for Odoo Enterprise edition, click here: `Odoo" " Free Trial `_." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:15 msgid "" "For more information on migrating from Odoo Community version to Odoo " "Enterprise version see this documentation: " ":doc:`../../../administration/maintain/enterprise`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:18 msgid "" "With the **Odoo WhatsApp** app, a company can connect a WhatsApp Business " "Account (WABA) to an Odoo database, which allows for the following:" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:21 msgid "Receive and reply to WhatsApp messages directly from an Odoo database" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:22 msgid "Create new templates with dynamic placeholders/variables" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:23 msgid "Send pre-approved templates that use dynamic variables, such as:" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:25 msgid "Quotations from the Sales app" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:26 msgid "Receipts and invoices from the Point of Sale app" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:27 msgid "Tickets from the Events app" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:30 msgid "" "`Meta Business: create message templates for the WhatsApp Business account " "`_." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:32 msgid "" "`Meta Business: connect a phone number to the WhatsApp Business account " "`_." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:34 msgid "" "`Meta Business: change the WhatsApp Business display name " "`_." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:37 msgid "" "WhatsApp is a messaging service operated by Meta, which is the parent " "company of Facebook. WhatsApp is commonly used as a communication tool in " "many countries and by many businesses. This documentation will cover the " "integration of a WhatsApp Business Account with Odoo. The company's Meta " "account is configured in Odoo via an :abbr:`API (Application Programming " "Interface)` connection." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:43 msgid "" "The WhatsApp connector supports two flows: company initiated, and customer " "initiated. A company can initiate a discussion by sending a template to one " "or more people. Once the template is sent, the recipient can answer in order" " to trigger a discussion between the sender and the receiver (a *Discuss* " "chat window will pop up if the customer answers within 15 days)." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:48 msgid "" "If the discussion is initiated by the client (e.g. by sending to the " "company's public WhatsApp number), then Odoo will open a group chat with all" " operators responsible for this WhatsApp channel." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:52 msgid "" "It is recommended to set up multiple WhatsApp accounts for different " "departments. For example, the help desk team and sales teams can chat on " "different channels." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:56 msgid "WhatsApp configuration in a Meta" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:58 msgid "" "A WhatsApp integration with Odoo uses a standard :abbr:`API (Application " "Programming Interface)` connection, and is configured on Meta in the " "following steps:" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:61 msgid "Create a Meta business account" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:62 msgid "Create a Meta developer account" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:63 msgid "Setup an *app* and WhatsApp *product* on Meta's developer console" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:64 msgid "Test the API connection." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:66 msgid "" "Once connected, messages are then sent and received through Odoo's *Discuss*" " application using the WhatsApp :abbr:`API (Application Programming " "Interface)`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:70 msgid "Meta business account setup" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:72 msgid "" "To create a Business account with Meta (owner of Facebook) navigate to: " "`Facebook Business Manager `_. Begin" " by clicking :guilabel:`Create account` and then enter the business name, " "the administrator's name, and a work email address. Then click " ":guilabel:`Next`, and a pop-up window will appear prompting to confirm the " "email address. After confirming, click :guilabel:`Done` to close the window." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:78 msgid "" "Next, follow the instructions in the email sent by Facebook to confirm the " "creation of the business account and to complete the setup process." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:82 msgid "" "`Set up a Meta business account " "`_." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:86 msgid "" "If the business account is linked to a personal Facebook account then the " "administrator must toggle between the personal account to the business " "account for the remainder of the configuration." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:90 msgid "" "To toggle to the business account navigate to the `Facebook Developer " "Console `_ and click on the *account name* " "in the upper right corner. Under the :guilabel:`Business Accounts` heading, " "click on the desired business that the WhatsApp configuration should take " "place in. This will be the account for which Odoo will send and receive " "WhatsApp messages." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:0 msgid "Toggle between Meta personal and business accounts." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:101 msgid "" "In order to create a Meta business account, the user must already have a " "personal Facebook account that has existed for a minimum of one hour prior " "to setting up the Facebook Business account. Trying to create the business " "account prior to this time will result in an error." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:106 msgid "App creation" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:108 msgid "" "On the `Meta for Developers `_ dashboard, " "sign in with the Meta developer account. If no account is configured yet, " "link a Facebook account to create a Meta developer account." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:113 msgid "" "A Facebook *developer* account is different than a Facebook *business* " "account. While developer accounts are made up of personal Facebook accounts," " business accounts are **not** as they represent a business and manage all " "of the business's assets in Meta, such as apps." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:118 msgid "" "`Set up the WhatsApp Business Platform " "`_." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:121 msgid "" "Click on :guilabel:`My Apps` in the top right corner after successfully " "signing in to the Meta developer account. This will redirect the " "administrator to all the apps the developer has configured in this specific " "developer account. Click on :guilabel:`Create App` to begin the process of " "configuring a new Meta application." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:127 msgid "App type" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:129 msgid "" "On the :menuselection:`Create an app` page, select :guilabel:`Other` under " "the section labeled, :guilabel:`Looking for something else?`, and then click" " :guilabel:`Next` to be directed to another page in order to select the app " "type. Then, click on the first option listed under the :guilabel:`Select an " "app type` label, titled :guilabel:`Business`. This selection allows for the " "creation and management of the WhatsApp :abbr:`API (Application Programming " "Interface)`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:135 msgid "" "Now, click :guilabel:`Next` to configure the app, as desired. When the app " "*type* has been configured, the administrator will move onto the app " "*details* section." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:139 msgid "App details" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:141 msgid "" "On the :guilabel:`Details` section of the :guilabel:`Create an app` process," " enter `Odoo` in the field under the :guilabel:`Add an app name` label." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:145 msgid "" "The app name can be changed at a later time in the settings, if necessary." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:148 msgid "" "Trademarks and branded elements may not be used in this text section. These " "include the Meta group of companies. Do not include the word: `WhatsApp` or " "the system will flag this in error." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:151 msgid "" "Next, enter the developer email address in the field under the " ":guilabel:`App contact email` label." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:153 msgid "" "Lastly, set the :guilabel:`Business Account - Optional` field to the Meta " "business account profile, using the drop-down menu. To finish, click " ":guilabel:`Create app`. This action will create the app and prompts the " "*Meta Platform Terms* and *Developer Policies* agreements." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:157 msgid "" "To accept the agreements, enter the Facebook password for security purposes," " and click :guilabel:`Submit` to finalize the app creation. The browser will" " then direct to the :guilabel:`Meta for Developers` dashboard." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:162 msgid "" "If the Meta business account is prohibited from advertising, claiming an app" " won't be allowed. To resolve this issue navigate to " "``_ for assistance." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:165 msgid "" "For more information, see `Meta's documentation on advertising restrictions " "`_." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:169 msgid "Add a WhatsApp product to the app" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:171 msgid "" "Now that the basic structure of the app has been created, a product will " "need to be added to the app. Begin by accessing the Meta app dashboard by " "navigating to ``_, and clicking on the" " app that is being configured." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:175 msgid "" "On the next page: since WhatsApp will be used, click :guilabel:`Set up` next" " to the box containing WhatsApp, located towards the bottom of the page." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:179 msgid "" "`Meta's WhatsApp developer documentation " "`_." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:181 msgid "" "The page then directs to the configuration page for the :guilabel:`WhatsApp " "Business Platform API`. Use the drop-down menu to select the Meta business " "to be configured for the :guilabel:`Select a Meta Business Account` option, " "and then click :guilabel:`Continue` to confirm the selection." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:186 msgid "" "When :guilabel:`Continue` is clicked, the administrator agrees to Meta's " "terms and conditions as linked on the :guilabel:`Meta App Dashboard`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:190 msgid "" "Once the WhatsApp product is added to the app, Meta will provide a WhatsApp " "test phone number with 5 test messages." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:194 msgid "Start using the WhatsApp API" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:196 msgid "" "After finishing the previous WhatsApp product wizard, and clicking " ":guilabel:`Continue`, the browser should have directed to the WhatsApp " ":guilabel:`Quickstart` page; this :guilabel:`Quickstart` page is where to " "begin configuring the WhatsApp API by adding a phone number and then sending" " an initial test message." msgstr "" #: ../../content/applications/productivity/whatsapp.rst-1 msgid "" "Navigating to the WhatsApp quickstart wizard in Meta for Developer " "dashboard." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:206 msgid "" "If the browser isn't on the :guilabel:`Quickstart` page for WhatsApp, " "navigate to ``_ and click on the app " "that is being configured, (the app name is `Odoo` if the instructions above " "were followed)." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:210 msgid "" "Then, in the menu on the left-hand side of the page, click the :guilabel:`v " "(menu toggle)` icon next to the :guilabel:`WhatsApp` section heading. A " "small menu will open, containing the following options:" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:214 msgid ":guilabel:`Quickstart`" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:215 msgid ":guilabel:`API Setup`" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:216 msgid ":guilabel:`Configuration`" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:218 msgid "" "Click the :guilabel:`Quickstart` option, and then click :guilabel:`Start " "using the API`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:221 msgid "API Setup" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:223 msgid "" "After clicking on :guilabel:`Start using the API`, the page navigates to the" " :guilabel:`API Setup`. Now that the test number has been created, a test " "message can be sent to confirm that WhatsApp is working properly. To begin, " "navigate to the section on the page labeled :guilabel:`Send and receive " "messages` and click the drop-down menu next to :guilabel:`To`, under " ":guilabel:`Step 1 Select phone numbers`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:229 msgid "" "Now, select the only option available: :guilabel:`Manage phone number list`." " Follow the steps and add up to five numbers to send the free test messages " "to. After entering the appropriate country code and phone number, click on " ":guilabel:`Next`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:234 msgid "" "Adding a phone number to send to in this step will allow for a successful " "test to be sent by the terminal. This is critical to ensure the WhatsApp " ":abbr:`API (Application Programming Interface)` is working." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:238 msgid "" "A verification code from WhatsApp Business is then sent to the phone number," " which needs to be input on the next screen to verify ownership of the " "number. Enter the verification code and click :guilabel:`Next` to verify the" " number." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:243 msgid "Send a test message via terminal" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:245 msgid "" "Next, send a test message via the terminal. Under the section labeled " ":guilabel:`Step 2 Send messages with the API`, click :guilabel:`Send " "Message`. A test message will then be sent to the phone number that was set " "in the previous section." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:249 msgid "" "Upon successfully receiving the message to the number, move onto the next " "section to produce and configure webhooks." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:255 msgid "WhatsApp configuration in Odoo" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:257 msgid "" "The next steps configured in this section are all within the Odoo database. " "A few different values for a token, phone number, and account IDs all need " "to be configured in Odoo; these values are necessary in order to create a " ":guilabel:`Callback URL` and :guilabel:`Webhook Verify Token`, which are " "then used to configure the webhooks (in order to receive messages back into " "the database)." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:262 msgid "" "In Odoo, navigate to :menuselection:`WhatsApp app --> Configuration --> " "WhatsApp Business Accounts`. Then click :guilabel:`New` to configure the " "WhatsApp business account in Odoo." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:265 msgid "" "In another browser tab, navigate to " ":menuselection:`https://developers.facebook.com --> My Apps --> WhatsApp -->" " API Configuration`, and then copy the following values from the Meta " "developer console into the corresponding fields in Odoo:" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:273 #: ../../content/applications/productivity/whatsapp.rst:677 msgid "Name" msgstr "Ime in priimek" #: ../../content/applications/productivity/whatsapp.rst:274 msgid "Meta Console" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:275 msgid "Odoo Interface" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:276 msgid "Phone" msgstr "Telefon" #: ../../content/applications/productivity/whatsapp.rst:277 msgid ":guilabel:`Phone number ID`" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:278 msgid ":guilabel:`Phone Number ID`" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:279 msgid "Token" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:280 msgid ":guilabel:`Temporary access token`" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:281 msgid ":guilabel:`Access Token`" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:282 msgid "App ID" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:283 #: ../../content/applications/productivity/whatsapp.rst:284 msgid ":guilabel:`App ID`" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:285 msgid "Account ID" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:286 msgid ":guilabel:`WhatsApp Business Account ID`" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:287 msgid ":guilabel:`Account ID`" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:289 msgid "" "To retrieve the :guilabel:`App Secret`, navigate to the Meta developer " "console, ``_ and select the app that " "Odoo is being configured in. Then in the left-side menu, under " ":guilabel:`App settings`, select :guilabel:`Basic`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:293 msgid "" "Next, click :guilabel:`Show` next to the field :guilabel:`App secret`, and " "enter the account password to verify ownership. Copy the :guilabel:`App " "secret` and then paste that copied value into the :guilabel:`App Secret` " "field on the Odoo :guilabel:`WhatsApp Business Account` configuration " "dashboard." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:298 msgid "" "To complete the setup of the WhatsApp business account in Odoo, click " ":guilabel:`Test Connection`. A successful message in green will populate in " "the upper-right corner of the dashboard if the configuration is set " "correctly." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:303 msgid "Configuring webhooks" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:305 msgid "" "To configure the webhooks for WhatsApp in Odoo, navigate to " "``_ and select the app that Odoo is " "being configured in. Next under the :guilabel:`WhatsApp` menu heading on the" " left side of the screen, click on the :guilabel:`API Setup` menu item. " "Finally go to the section marked :guilabel:`Step 3: Configure webhooks to " "receive messages` and click on :guilabel:`Configure webhooks`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:312 msgid "" "Another way to configure *Webhooks* is to navigate to " "``_ and select the app that Odoo is " "being configured in. Then select :guilabel:`Webhooks` in the left hand menu." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:0 msgid "Manually navigating to the Whatsapp webhooks configuration." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:320 msgid "" "On the :menuselection:`Webhook configuration` page, click on " ":guilabel:`Edit`, where both the :guilabel:`Callback URL` and " ":guilabel:`Webhook Verify Token` values from the Odoo will be added." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:324 msgid "" "Both the :guilabel:`Callback URL` and :guilabel:`Webhook Verify Token` " "values were automatically populated after clicking on :guilabel:`Test " "Connection` in the previous step." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:327 msgid "" "In a separate browser window, retrieve the necessary values in Odoo by " "navigating to :menuselection:`WhatsApp app --> Configuration --> WhatsApp " "Business Accounts` and select the account that is being configured. Locate " "the values under the section labeled :guilabel:`Receiving Messages`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:332 msgid "" "Copy and paste the :guilabel:`Callback URL` from Odoo into the " ":guilabel:`Callback URL` field in Meta. Similarly, copy and paste the " ":guilabel:`Webhook Verify Token` into the :guilabel:`Verify Token` field on " "the Meta developer console, as well." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:336 msgid "" "Finally, click :guilabel:`Verify and save` to record the values in the Meta " "developer console." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:339 msgid "Webhook fields" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:341 msgid "" "Now input individual webhook fields into Meta's developer console, under the" " :guilabel:`Webhook fields` section. Click :guilabel:`Manage` and when the " "pop-up window appears, check the boxes in the :guilabel:`Subscribe` column " "for the following *field names*:" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:345 msgid "account_update" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:346 msgid "message_template_quality_update" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:347 msgid "message_template_status_update" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:348 msgid "messages" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:349 msgid "template_category_update" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:351 msgid "After making the selections, click :guilabel:`Done`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:353 msgid "" "The finished :guilabel:`Webhooks` configuration will appear like this in the" " Meta developer console:" msgstr "" #: ../../content/applications/productivity/whatsapp.rst-1 msgid "WhatsApp webhooks set in the Meta developer console." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:360 msgid "" "The :guilabel:`Webhook fields` will only appear once the subscription is " "confirmed using the :guilabel:`Callback URL` and :guilabel:`Webhook Verify " "Token`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:364 msgid "" "`Meta's WhatsApp documentation on setting webhooks " "`_." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:368 msgid "Add phone number" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:370 msgid "" "To configure the phone number to use for WhatsApp in Odoo, navigate back to " "the Meta developer console (``_) and " "again select the app that Odoo is being configured in. Under the " ":guilabel:`WhatsApp` menu heading on the left side of the screen, click on " "the :guilabel:`API Setup` menu item. From there, go to the section marked: " ":guilabel:`Step 5: Add a phone number`, and click on :guilabel:`Add phone " "number`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:376 msgid "" "In the fields, enter a :guilabel:`Business name` as well as a " ":guilabel:`Business website or profile page`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:380 msgid "" "The :guilabel:`Business website or profile page` field can be a social media" " page's :abbr:`URL (Uniform Resource Locator)`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:383 msgid "" "Complete filling out the business information by next selecting the country " "that the company does business in from the drop-down menu in the " ":guilabel:`Country` section. Add an address if desired, however, this " "information is optional. After adding the location, click :guilabel:`Next` " "to continue." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:388 msgid "" "The following page contains information for the :guilabel:`WhatsApp Business" " profile`. Complete the following sections, accordingly:" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:391 msgid ":guilabel:`WhatsApp Business Profile Display Name`" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:392 msgid ":guilabel:`Timezone`" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:393 msgid ":guilabel:`Category`" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:394 msgid ":guilabel:`Business description` (optional)" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:396 msgid "" "Once these sections are complete, click :guilabel:`Next`. The page refreshes" " and then prompts the administrator to :guilabel:`Add a phone number for " "WhatsApp` in the respective field. Here, enter the phone number to configure" " in WhatsApp." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:401 msgid "" "`Migrate an Existing WhatsApp Number to a Business Account " "`_." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:405 msgid "" "Next, choose a verification method for the phone number. Select either " ":guilabel:`Text message` or :guilabel:`Phone call`, and then click " ":guilabel:`Next` proceed." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:408 msgid "" "The phone number entered will receive either a text or a phone call by " "WhatsApp with a code, depending on the verification method chosen. Enter " "that verification code into the :guilabel:`Verification code` field and " "click :guilabel:`Next` to finish." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:413 msgid "" "If a payment method hasn't been added this will be necessary to proceed. " "`Visit Meta's documentation on how to add a payment method in Meta's " "Business Manager " "`_." " This is part of Meta's fraud detection system, in order to ensure that the " "account/company are real a payment method is required to proceed." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:420 msgid "" "`Meta for Developers: Add a Phone Number " "`_." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:426 msgid "Permanent token" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:428 msgid "" "After configuration and testing are complete, a permanent token should be " "created to replace the :guilabel:`Temporary token`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:432 msgid "" "`Meta for Developers: System User Access Tokens " "`_." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:436 msgid "" "Begin by navigating to ``_ and then go to " ":menuselection:`Business settings --> User --> System Users`. Select an " "existing system user or create a new system user by clicking on " ":guilabel:`Add`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:440 msgid "" "Assets now must be added to the system user and then a permanent token can " "be generated." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:442 msgid "" "Click on :guilabel:`Add assets`, and when the pop-up window appears select " ":guilabel:`Apps` under the :guilabel:`Select asset type`. Then, select the " "Odoo app and toggle the permissions to *On* under the :guilabel:`Full " "control` option. Set this new permission setting by clicking :guilabel:`Save" " Changes`, to which a confirmation window will appear, acknowledging the " "addition of the asset to the system user. Finish by clicking " ":guilabel:`Done`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:448 msgid "" "Next, the permanent token will be generated. Click on :guilabel:`Generate " "new token`, and a pop-up window will appear asking which app this token " "should be generated for. Select the :guilabel:`App` that this token is for. " "Then determine the expiration date of either :guilabel:`60 days` or " ":guilabel:`Never`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:453 msgid "" "Finally, when Meta asks which permissions should the system user allow, add " "all of the following permissions:" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:456 msgid "WhatsApp_business_messaging" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:457 msgid "WhatsApp_business_management" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:459 msgid "" "When permissions are set, click :guilabel:`Generate token`. Copy the token " "value that populates on the screen that follows." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:462 msgid "" "With that token value, update the :guilabel:`Access Token` field in the " "WhatsApp business account in Odoo by navigating to :menuselection:`WhatsApp " "app --> Configuration --> WhatsApp Business Accounts`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:467 msgid "Go live with the Meta app" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:469 msgid "" "Finally, to launch the app, the Meta app must be set to :guilabel:`Live` in " "the Meta developer console. Navigate to " "``_ and click on the app that is being" " configured. In the top menu, toggle the :guilabel:`App Mode` field from " ":guilabel:`Development` to :guilabel:`Live`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:475 msgid "" "If the app status is not set to *live*, then the database will only be able " "to contact the test numbers specified in the developer console." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:479 msgid "" "A privacy policy URL must be set in order for the app to be set to live. Go " "to the Meta developer console, ``_ and" " select the app that Odoo is being configured in. Then, using the menu on " "the left side of the screen, go to :menuselection:`App Settings --> Basic`. " "Then, enter the privacy policy hyperlink address under the " ":guilabel:`Privacy Policy URL` field of the form. Click :guilabel:`Save " "changes` to apply the privacy policy to the app." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:486 msgid "" "Once the app has gone live in the Meta developer console, a confirmation " "email is sent to the administrator." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:492 msgid "WhatsApp templates" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:494 msgid "" "WhatsApp templates are saved messages that are used repeatedly to send " "messages from the database. They allow users to send quality communications," " without having to compose the same text repeatedly." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:497 msgid "" "Creating different templates that are tailored to specific situations lets " "users choose the right message for the right audience. This increases the " "quality of the message and the overall engagement rate with the customer." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:501 msgid "" "WhatsApp templates can be created on both the Odoo and Meta consoles. The " "following process will overview the process for creating templates in Odoo " "and then afterward in Meta." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:505 msgid "" "WhatsApp has an approval process that must be completed before the template " "can be used. :ref:`productivity/whatsapp/approval`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:511 msgid "Creating templates in Odoo" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:513 msgid "" "To access and create WhatsApp templates, begin by navigating to the " ":menuselection:`WhatsApp app --> Templates` dashboard." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:516 msgid "" "At the bottom of an individual template's form, there are three tabs: " ":guilabel:`Body`, :guilabel:`Buttons`, and :guilabel:`Variables`; these " "three tabs combined create the WhatsApp template." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:520 msgid "" "The text is entered into the :guilabel:`Body` tab, and dynamic content that " "is called out in the :guilabel:`Body` tab is specified in the " ":guilabel:`Variables` tab. Every piece of dynamic content (e.g., " "placeholders) in the message (body) is specifically called out and specified" " in the :guilabel:`Variables` tab." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:525 msgid "" "Templates are prefabricated layouts that allow users to send professional " "looking messages to customers. These templates are capable of containing " "dynamic data that will populate in the end message using variables that are " "set in the template configuration. For example, messages can contain the end" " user's name, call out specific products, or reference a sales order, to " "name a few convenient and impactful variables." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:531 msgid "" "To create a WhatsApp template, go to the :menuselection:`WhatsApp app --> " "Templates` dashboard and click :guilabel:`New`. On the form, enter a " ":guilabel:`Name` for the template, and select a :guilabel:`Language`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:536 msgid "" "In order to complete this next task, administrator access rights are needed " "to edit the :guilabel:`Applies to` field. See this :doc:`access rights " "documentation <../general/users/access_rights>` for more information." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:540 msgid "" "In the :guilabel:`Account` drop-down menu, select the *WhatsApp business " "account* in Odoo that this template should link to. Next, under the " ":guilabel:`Applies to` field select the *model* the server action will apply" " to for this template." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:545 msgid "" "These models can also be accessed in :ref:`developer mode `." " On a contact form (or similar relevant form in Odoo), navigate to the model" " that will be referenced, and hover over any field name. A box of backend " "information will reveal itself with the specific Odoo :guilabel:`Model` name" " in the backend. Search (using the front-end name) for this model in the " ":guilabel:`Applies to` drop-down menu in the WhatsApp template." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:552 msgid "" "Often when changing the model or :guilabel:`Applies to` field, the " ":guilabel:`Phone Field` may produce an error The :guilabel:`Phone Field` " "should always be set to the `Phone` or `Mobile` model." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:556 msgid "" "To search available fields, type in the front-end name in the " ":guilabel:`Search...` box. This will find a result from all of the " "available fields for the model (:guilabel:`Applies to`) that the template is" " created for." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:561 msgid "" "In order to find specific fields, multiple levels may need to be navigated " "in the search results box. Use the :guilabel:`> (right chevron)` and " ":guilabel:`⬅️ (left arrow)` icons to navigate between the menu levels." msgstr "" #: ../../content/applications/productivity/whatsapp.rst-1 msgid "Searching for the phone field in the search bar." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:569 msgid "" "Change the :guilabel:`Category` to fit either a :guilabel:`Marketing`, " ":guilabel:`Utility`, or :guilabel:`Authentication` category. In most " "instances the first two options will be used, unless the user would like to " "send a password reset or something security related. Set to " ":guilabel:`Marketing` should there be anything promotional being sent and " "set to :guilabel:`Utility` should there be general transactional messages " "being sent (i.e., sales order, event ticket, etc)." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:576 msgid "" "Specifying an incorrect category can cause a flag/rejected status from Meta " "during the approval process." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:579 msgid "" "Add any :guilabel:`Users` that are allowed to use this template. In the " "right-side column, a :guilabel:`Header type` can be configured along with a " ":guilabel:`Header message`, as well." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:582 msgid "The available :guilabel:`Header types` are as follows:" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:584 msgid "Text" msgstr "Besedilo" #: ../../content/applications/productivity/whatsapp.rst:585 msgid "Image" msgstr "Slika" #: ../../content/applications/productivity/whatsapp.rst:586 msgid "Video" msgstr "Video" #: ../../content/applications/productivity/whatsapp.rst:587 msgid "Document" msgstr "Dokument" #: ../../content/applications/productivity/whatsapp.rst:588 msgid "Location (variables need to be set)" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:590 msgid "" "Navigate to the :guilabel:`Body` tab to configure the main message of the " "template." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:592 msgid "" "When all the necessary changes are made to the template, click on the " ":guilabel:`Submit for approval` button in the upper-left corner. This will " "cause the status of the template to change to :guilabel:`Pending`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:596 msgid "" "The status will remain in :guilabel:`Pending` until a decision has been made" " by Meta, whereby a confirmation email will then be sent indicating that the" " template has been approved (or rejected). The templates will then need to " "be synced from the Odoo database." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:600 msgid "" "See this section for more information on :ref:`syncing templates " "`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:603 msgid "" "There are pre-configured demo data templates available in Odoo to use or " "modify. These templates can be used as-is or modified to suit a specific " "business need." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:606 msgid "" "To use these templates, navigate to :menuselection:`WhatsApp app --> " "Templates` and select a pre-configured template. Click :guilabel:`Submit for" " Approval` to start the approval process. An email will be sent to the " "administrator of the Meta account when the template has been approved." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:611 msgid "Buttons" msgstr "Gumbi" #: ../../content/applications/productivity/whatsapp.rst:613 msgid "" "Buttons can be added into the message from the :guilabel:`Buttons` tab. " "Enter the :guilabel:`Type` (either :guilabel:`Visit Website`, " ":guilabel:`Call Number`, or :guilabel:`Quick Reply`), and then specify the " ":guilabel:`Button Text`, :guilabel:`Call Number` or :guilabel:`Website URL` " "(including :guilabel:`Url Type`), depending on the :guilabel:`Type` of " "button." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:619 msgid "" "Buttons can also be added on the Meta business console. See Meta's WhatsApp " "template dashboard by navigating to " "``_. Then go to " ":menuselection:`Account tools --> Message templates`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:624 msgid "Using placeholders and variables" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:626 msgid "" "Dynamic variables reference certain fields within the Odoo database to " "produce unique data in the WhatsApp message when using a template. Dynamic " "variables are encoded to display fields from within the database, " "referencing fields from within a model." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:631 msgid "" "Many companies like to customize their WhatsApp messages with a personalized" " piece of customer information to grab attention. This can be accomplished " "in Odoo by referencing a field within a model by setting a dynamic variable." " For example, a customer's name can be referenced in the email from the " ":guilabel:`Customer` field on the :guilabel:`Sales Order` model." msgstr "" #: ../../content/applications/productivity/whatsapp.rst-1 msgid "WhatsApp message with dynamic variables highlighted." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:640 msgid "" "Dynamic variables can be added in to the :guilabel:`Body` by adding " ":guilabel:`placeholders` in the *text*. To add a placeholder in the *message" " body* enter the following text `{{1}}`. For the second placeholder enter " "`{{2}}` and increase incrementally as more placeholders are added to the " "text." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:645 msgid "*The following is the text from payment receipt template body:*" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:647 msgid "Dear {{1}}," msgstr "" #: ../../content/applications/productivity/whatsapp.rst:0 msgid "Here is your invoice *{{2}}* from *{{3}}* for a total of *{{4}}{{5}}*." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:0 msgid "To review your invoice or pay online: {{6}}" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:652 msgid "Thank you" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:655 msgid ":ref:`productivity/whatsapp/templates`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:657 msgid "" "These placeholders must be configured on the :guilabel:`Variables` tab of " "the template before submitting for approval from Meta. To edit the dynamic " "variables on a template, first change the :guilabel:`Type` to " ":guilabel:`Field of Model`. This allows Odoo to reference a field within a " "model to produce unique data in the message being sent." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:662 msgid "" "Next, edit the :guilabel:`Field` of the dynamic variables. The " ":guilabel:`Applies to` field in the template should be edited prior to " "ensure the correct model and field are referenced." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:665 msgid "" "To search the available fields, type in the front-end name of the field in " "the search box. This will find a result from all of the available fields for" " the model (:guilabel:`Applies to`) that the template is created for. There " "may be multiple levels that need to be configured." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:670 msgid "" "The following is an example of the variables set for the above placeholders " "in the payment receipt noted above:" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:678 msgid "Sample Value" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:679 msgid "Type" msgstr "Tip" #: ../../content/applications/productivity/whatsapp.rst:680 msgid "Field" msgstr "Polje" #: ../../content/applications/productivity/whatsapp.rst:681 msgid "body - {{1}}" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:682 msgid "Azure Interior" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:683 #: ../../content/applications/productivity/whatsapp.rst:687 #: ../../content/applications/productivity/whatsapp.rst:691 #: ../../content/applications/productivity/whatsapp.rst:695 #: ../../content/applications/productivity/whatsapp.rst:699 msgid "Field of Model" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:684 msgid "`Partner`" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:685 msgid "body - {{2}}" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:686 msgid "INV/2022/00001" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:688 msgid "`Number`" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:689 msgid "body - {{3}}" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:690 msgid "My Company" msgstr "Moje podjetje" #: ../../content/applications/productivity/whatsapp.rst:692 msgid "`Company`" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:693 msgid "body - {{4}}" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:694 msgid "$" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:696 msgid "`Currency > Symbol`" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:697 msgid "body - {{5}}" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:698 msgid "4000" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:700 msgid "`Amount`" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:701 msgid "body - {{6}}" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:702 msgid "\\https://.." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:703 msgid "Portal link" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:707 msgid "" "For example, in the :guilabel:`Body` tab, if the following is typed, \"Hello" " {{1}},\", then `{{1}}` must be set in the :guilabel:`Variables` tab. For " "this specific case, the message should greet the customer by name, so the " "`{{1}}` should be configured to populate the `{{1}}` :guilabel:`Field` with " "the :guilabel:`Customer` name." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:713 msgid "Customizing WhatsApp templates is out of the scope of Odoo Support." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:718 msgid "Meta template approval" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:720 msgid "" "After updating the dynamic variables on the template, the template needs to " "be submitted to Meta for approval again. Click :guilabel:`Submit for " "Approval` to start the approval process. An email will be sent to the " "administrator of the Meta account when the template has been approved." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:724 msgid "" "Following the approval from Meta, sync the templates again in the Odoo " "database. See this documentation: :ref:`productivity/whatsapp/sync`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:728 msgid "" "To see the status to Meta's WhatsApp template dashboard by navigating to " "``_. Then go to " ":menuselection:`Account tools --> Message templates`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:735 msgid "Syncing templates" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:737 msgid "" "Templates must be synced on the Odoo database once they are approved by the " "Meta team. To do so, begin by navigating to :menuselection:`WhatsApp app -->" " Configuration --> WhatsApp Business Accounts` and select the configuration " "that should be synced. Under the section marked :menuselection:`Sending " "messages`, towards the bottom, click on :guilabel:`Sync Templates`. Meta " "will update the templates that are approved so that they can be utilized " "with various apps in the database." msgstr "" #: ../../content/applications/productivity/whatsapp.rst-1 msgid "" "Syncing Meta WhatsApp templates to the Odoo database, with the 'Sync Templates'\n" "highlighted." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:749 msgid "" "A successful message in green appears in the upper-right corner with the " "number of templates updated." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:753 msgid "" "Templates can also be synced individually from the template itself. Navigate" " to the :menuselection:`WhatsApp app --> Templates` dashboard and select the" " template to sync. Then, click on the :guilabel:`Sync Template` button " "located in the top menu of the template's form." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:758 msgid "Creating templates in Meta" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:760 msgid "" "First, navigate to `Meta's WhatsApp template dashboard " "`_, and then go to " ":menuselection:`Account tools --> Message templates`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst-1 msgid "" "Account tools highlighted in business manager with the manage templates link" " highlighted." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:768 msgid "" "To create a WhatsApp template, click on the blue :guilabel:`Create template`" " button, and then select the :guilabel:`Category`. The options listed " "include: :guilabel:`Marketing`, :guilabel:`Utility`, and " ":guilabel:`Authentication`. In most instances the first two options will be " "used, unless the user would like to send a password reset or something " "security related." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:773 msgid "" "Enter the :guilabel:`Name` of the template and then select the " ":guilabel:`Language` for the template." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:777 msgid "" "Multiple languages can be selected by typing the language name(s) and " "selecting the other languages as needed." msgstr "" #: ../../content/applications/productivity/whatsapp.rst-1 msgid "" "Template configuration options listed, with Marketing, Utility, Name and Language\n" "highlighted." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:785 msgid "" "After making the appropriate selections, click on :guilabel:`Continue` in " "the upper-right corner. The page redirects to the :guilabel:`Edit template` " "page. Here the :guilabel:`Header`, :guilabel:`Body`, :guilabel:`Footer` and " ":guilabel:`Buttons` are configured. To the right of the template is a " "preview of what the template will look like in production." msgstr "" #: ../../content/applications/productivity/whatsapp.rst-1 msgid "Edit the template using a header, body, footer and buttons." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:794 msgid "" "When all the necessary changes are made to the template, click on the " ":guilabel:`Submit` button in the upper-right corner. A confirmation window " "appears to confirm the language— click :guilabel:`Confirm` to approve and " "then another window appears stating that the template will be submitted to " "Meta for review and approval." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:799 msgid "" "The :guilabel:`Status` of the template will remain in :guilabel:`In review` " "until a decision has been made by Meta. Once an email confirmation is " "received approving the template, the templates will need to be synced from " "within the Odoo database." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:804 msgid "" "For more information on configuring templates on the Meta developer console " "visit `Meta's WhatsApp template documentation " "`_." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:809 msgid "Notifications" msgstr "Obvestila" #: ../../content/applications/productivity/whatsapp.rst:811 msgid "" "Notifications in WhatsApp are handled similar to a message conversation in " "Odoo. A pop-up window appears with the received conversation from the " "customer. By default, notifications are set in the WhatsApp business account" " configuration in Odoo." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:815 msgid "" "Notification settings can be adjusted by navigating to " ":menuselection:`WhatsApp app --> Configuration --> WhatsApp Business " "Accounts`. From there, select the account and scroll down to the " ":menuselection:`Control` section where notifications are handled. Under the " ":guilabel:`Notify users` heading, type in the field which user(s) should be " "notified for this particular WhatsApp channel." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:821 msgid "" "Once a conversation is initiated between a user and a customer, " "notifications to all the users specified in the WhatsApp business account " "configuration won't occur. Only notifications to the user(s) in the " "conversation will occur. Should the user not respond within 15 days, the " "customer's reply after the 15 days will populate once again to all the users" " specified in the WhatsApp configuration." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:828 msgid "Adding users to chat" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:830 msgid "" "Users can be added to a WhatsApp chat by expanding the WhatsApp pop-up " "window. WhatsApp conversations are located in the *Discuss* app. Click on " "the :guilabel:`👤+ (add user)` icon next to it, and a window appears to " "invite users to the conversation." msgstr "" #: ../../content/applications/productivity/whatsapp.rst-1 msgid "" "Adding users to a WhatsApp conversation, with the add user icon highlighted." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:839 msgid "WhatsApp API FAQ" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:842 msgid "Verification" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:844 msgid "" "As of February 1, 2023, if the Meta app requires advanced level access to " "permissions, a complete business verification may need to be completed. This" " includes submitting office business documents to Meta. `See this " "documentation " "`_." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:850 msgid "" "`Meta's WhatsApp access verification documentation " "`_." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:854 msgid "Template errors" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:856 msgid "" "Editing templates can cause tracebacks and errors unless the exact process " "is followed above, here: (:ref:`productivity/whatsapp/templates`)." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:860 msgid "Duplicate validation error" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:862 msgid "" "When syncing the templates there may be an instance when there are multiple " "templates with the same name on Meta's business manager and in Odoo. This " "causes a duplicate validation error. To correct this issue, rename the " "duplicate template name on Odoo and sync the templates once again by " "following the steps here: :ref:`productivity/whatsapp/sync`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst-1 msgid "User error populated in Odoo when a duplicate template exists." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:872 msgid "Token errors" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:875 msgid "User error" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:877 msgid "" "Should the temporary token not be replaced with a permanent token a user " "error will populate in Odoo when testing the connection after sending fails." " To correct this issues see :ref:`productivity/whatsapp/token`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst-1 msgid "User error populated in Odoo when token expires." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:886 msgid "System user error 100" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:888 msgid "" "Should the system user be an :guilabel:`Employee` when setting up the " "permanent token, a user error 100 will populate." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:891 msgid "" "To correct this error, create an :guilabel:`Admin` system user, following " "the process outlined here: :ref:`productivity/whatsapp/token`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst-1 msgid "" "User error populated in Odoo when an employee token is generated instead of " "a Admin user." msgstr ""