32aafb08cb
This commit aims to improve the documentation's navigability by redefining some categories' purposes and titles. There is a redirection rule for each documentation page moved. This ensures that users won't have a 404 error message. task-3217827 closes odoo/documentation#8056 Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
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101 lines
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=========================
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Search and filter records
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=========================
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Odoo uses filters to include only the most relevant records depending on the purpose of the view you
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are on. However, you can edit the default filter or search for specific values.
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.. _search/preconfigured-filters:
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Preconfigured filters
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=====================
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You can modify the default selection of records by clicking :guilabel:`Filters` and selecting one or
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several **preconfigured filters**.
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.. example::
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On the Sales Analysis report, only records at the sales order stage are selected by default.
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However, you could *also* include records at the quotation stage by selecting
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:guilabel:`Quotations`. Furthermore, you could *only* include records from a specific year, for
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example *2022*, by selecting :menuselection:`Order Date --> 2022`.
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.. image:: search/preconfigured-filters.png
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:align: center
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:alt: Using preconfigured filters on the Sales Analysis report
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.. note::
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If you select preconfigured filters from the same group (i.e., that are *not* separated by an
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horizontal line), the records can match *any* condition to be included. However, if you select
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filters from different groups, the records have to match *all* condition to be included.
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.. _search/custom-filters:
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Custom filters
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==============
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You can create custom filters using most fields present on the model by clicking
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:menuselection:`Filters --> Add Custom Filter`, selecting a field, an operator, a value, and
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clicking :guilabel:`Apply`.
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.. example::
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You could *only* include records from a single salesperson on the Sales Analysis report, for
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example *Mitchell Admin*, by selecting :guilabel:`Salesperson` as the field, :guilabel:`is equal
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to` as the operator, and typing `Mitchell Admin` as the value.
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.. image:: search/custom-filter.png
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:align: center
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:alt: Using a custom filter on the Sales Analysis report
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.. note::
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If the records should *only* match one of several conditions, click :guilabel:`Add a condition`
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before applying a custom filter. If the records should match *all* conditions, add new custom
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filters instead.
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.. _search/values:
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Search for values
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=================
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You can use the search field to quickly look for specific values and add them as a filter. Either
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type the full value you are searching for and select the desired field, or type a part of the
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value, click the dropdown button (:guilabel:`⏵`) before the chosen field, and select the exact
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value you are looking for.
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.. example::
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Instead of adding a custom filter to select records where *Mitchell Admin* is the salesperson on
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the Sales Analysis report, you could search for `Mitch`, click the dropdown button
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(:guilabel:`⏵`) next to :guilabel:`Search Salesperson for: Mitch`, and select
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:guilabel:`Mitchell Admin`.
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.. image:: search/search-values.png
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:align: center
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:alt: Searching for a specific value on the Sales Analysis report
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.. note::
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Using the search field is equivalent to using the *contains* operator when adding a custom
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filter. If you enter a partial value and directly select the desired field, *all* records
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containing the characters you typed for the selected field will be included.
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.. _search/group:
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Group records
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=============
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You can click :guilabel:`Group By` below the search field to cluster records together according to
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one of the **preconfigured groups**.
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.. example::
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You could group the records by salesperson on the Sales Analysis report by clicking
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:guilabel:`Group By` and selecting :guilabel:`Salesperson`. No records are filtered out.
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.. image:: search/group.png
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:align: center
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:alt: Grouping records on the Sales Analysis report
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You can **customize groups** by using a wide selection of fields present on the model. To do so,
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click :menuselection:`Group By --> Add Custom Group`, select a field, and click :guilabel:`Apply`.
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.. note::
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You can use several groups at the same time. The first group you select is the main cluster, the
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next one you add further divides the main group's categories, and so on.
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