3172 lines
109 KiB
Plaintext
3172 lines
109 KiB
Plaintext
# SOME DESCRIPTIVE TITLE.
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# Copyright (C) Odoo S.A.
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# This file is distributed under the same license as the Odoo package.
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# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
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#
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# Translators:
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# Martin Trigaux, 2024
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#
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#, fuzzy
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo 17.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2024-08-21 11:43+0000\n"
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"PO-Revision-Date: 2024-03-30 23:40+0000\n"
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"Last-Translator: Martin Trigaux, 2024\n"
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"Language-Team: Hindi (https://app.transifex.com/odoo/teams/41243/hi/)\n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: 8bit\n"
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"Language: hi\n"
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"Plural-Forms: nplurals=2; plural=(n != 1);\n"
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#: ../../content/applications/studio.rst:6
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msgid "Studio"
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msgstr ""
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#: ../../content/applications/studio.rst:18
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msgid ""
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"Studio is a toolbox that allows you to customize Odoo without coding "
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"knowledge. For example, you can, in any app, add or modify:"
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msgstr ""
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#: ../../content/applications/studio.rst:21
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msgid ":doc:`Fields <studio/fields>`"
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msgstr ""
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#: ../../content/applications/studio.rst:22
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msgid ":doc:`Views <studio/views>`"
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msgstr ""
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#: ../../content/applications/studio.rst:23
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msgid ":doc:`Models <studio/models_modules_apps>`"
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msgstr ""
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#: ../../content/applications/studio.rst:24
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msgid ":doc:`Automated actions <studio/automated_actions>`"
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msgstr ""
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#: ../../content/applications/studio.rst:25
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msgid ":doc:`PDF reports <studio/pdf_reports>`"
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msgstr ""
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#: ../../content/applications/studio.rst:26
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msgid ":doc:`Approval rules <studio/approval_rules>`"
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msgstr ""
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#: ../../content/applications/studio.rst:27
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msgid "Security rules"
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msgstr ""
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#: ../../content/applications/studio.rst:29
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msgid ""
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"You can also :doc:`build an app from scratch <studio/models_modules_apps>`."
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msgstr ""
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#: ../../content/applications/studio.rst:33
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msgid ""
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"To access Studio, navigate to the app and model you want to modify, then "
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"click the **Toggle Studio** button, or vice versa."
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msgstr ""
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#: ../../content/applications/studio.rst:36
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msgid "To close Studio, click :guilabel:`Close` in the upper right corner."
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msgstr ""
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#: ../../content/applications/studio.rst:39
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msgid "`Odoo Tutorials: Studio <https://www.odoo.com/slides/studio-31>`_"
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msgstr ""
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#: ../../content/applications/studio/approval_rules.rst:3
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msgid "Approval rules"
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msgstr ""
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#: ../../content/applications/studio/approval_rules.rst:5
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msgid ""
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"Studio approval rules are used to automate approval processes for actions. "
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"They allow you to define the criteria for when an approval is required "
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"before an action can be performed using a button."
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msgstr ""
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#: ../../content/applications/studio/approval_rules.rst:9
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msgid "Configuration"
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msgstr ""
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#: ../../content/applications/studio/approval_rules.rst:11
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msgid "To add approval rules, proceed as follows:"
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msgstr ""
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#: ../../content/applications/studio/approval_rules.rst:13
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msgid ""
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":ref:`Open Studio <studio/access>` and switch to the required :doc:`view "
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"<views>`."
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msgstr ""
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#: ../../content/applications/studio/approval_rules.rst:14
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msgid "Select the button for which you want to add approval rules."
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msgstr ""
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#: ../../content/applications/studio/approval_rules.rst:15
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msgid ""
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"In the :guilabel:`Properties` tab on the left, enable the :guilabel:`Set "
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"approval rules` feature."
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msgstr ""
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#: ../../content/applications/studio/approval_rules.rst:17
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msgid ""
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"Specify the :guilabel:`Allowed Group` to limit the approval permission to a "
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"specific user group."
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msgstr ""
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#: ../../content/applications/studio/approval_rules.rst:19
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msgid ""
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"Select the :guilabel:`Responsible` user to create an activity for a specific"
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" user when approval is requested from them."
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msgstr ""
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#: ../../content/applications/studio/approval_rules.rst:21
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msgid "Select the :guilabel:`Users to notify` via internal note."
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msgstr ""
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#: ../../content/applications/studio/approval_rules.rst:22
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msgid ""
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"Add a :guilabel:`Description` to be displayed in the :ref:`Approval dialog "
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"<approval-rules/use>`."
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msgstr ""
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#: ../../content/applications/studio/approval_rules.rst:24
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msgid ""
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"Optionally, you can also add conditions for the approval rule to be applied "
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"by clicking the :icon:`fa-filter` (:guilabel:`filter`) icon next to the "
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":guilabel:`Allowed Group` field."
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msgstr ""
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#: ../../content/applications/studio/approval_rules.rst:27
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msgid ""
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"To add another rule, click :guilabel:`Add an approval rule`. When there are "
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"multiple approval rules, you can:"
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msgstr ""
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#: ../../content/applications/studio/approval_rules.rst:30
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msgid ""
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"enable :guilabel:`Exclusive Approval` to require approvers to be different "
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"users;"
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msgstr ""
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#: ../../content/applications/studio/approval_rules.rst:31
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msgid ""
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"change the :guilabel:`Notification Order` of the approval rule so that the "
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":guilabel:`Responsible` and :guilabel:`Users to notify` are only notified "
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"when the previous rule has been approved, and their approval is required. If"
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" the approval rules have the same :guilabel:`Notification Order`, all users "
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"are notified at the same time when the first approval is requested."
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msgstr ""
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#: ../../content/applications/studio/approval_rules.rst:36
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msgid ""
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"Click the :icon:`fa-trash` (:guilabel:`trash`) icon next to the "
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":guilabel:`Allowed Group` field to delete the approval rule."
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msgstr ""
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#: ../../content/applications/studio/approval_rules.rst:40
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msgid ""
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"You can create :ref:`user groups <access-rights/groups>` specifically for "
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"approvals."
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msgstr ""
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#: ../../content/applications/studio/approval_rules.rst:45
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msgid "Use"
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msgstr ""
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#: ../../content/applications/studio/approval_rules.rst:47
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msgid "Once approval rules have been defined for a button:"
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msgstr ""
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#: ../../content/applications/studio/approval_rules.rst:49
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msgid ""
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"A **user avatar** icon is displayed next to the button's label for each "
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"approval rule that has been defined."
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msgstr ""
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#: ../../content/applications/studio/approval_rules.rst:0
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msgid "Confirm button with approval for purchase orders"
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msgstr ""
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#: ../../content/applications/studio/approval_rules.rst:55
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msgid ""
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"When an unauthorized user clicks the button, an error message is displayed "
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"in the top-right corner and an activity is created for the user specified in"
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" the :guilabel:`Responsible` field."
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msgstr ""
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#: ../../content/applications/studio/approval_rules.rst:57
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msgid ""
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"Only users from the group defined in the :guilabel:`Allowed Group` field are"
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" authorized to approve or reject the action."
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msgstr ""
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#: ../../content/applications/studio/approval_rules.rst:60
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msgid "Authorized users can:"
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msgstr ""
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#: ../../content/applications/studio/approval_rules.rst:62
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msgid "approve and perform the action by clicking the button;"
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msgstr ""
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#: ../../content/applications/studio/approval_rules.rst:63
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msgid ""
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"approve the action and allow another user to perform it by clicking the "
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"**user avatar** icon next to the button's label, then clicking the "
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":icon:`fa-check` (:guilabel:`Approve`) button in the dialog that opens;"
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msgstr ""
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#: ../../content/applications/studio/approval_rules.rst:66
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msgid ""
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"reject the action by clicking the **user avatar** icon next to the button's "
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"label, then clicking the :icon:`fa-times` (:guilabel:`Reject`) button in the"
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" dialog that opens."
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msgstr ""
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#: ../../content/applications/studio/approval_rules.rst-1
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msgid "Approval dialog"
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msgstr ""
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#: ../../content/applications/studio/approval_rules.rst:73
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msgid ""
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"The user who approved/rejected the action can revoke their decision by "
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"clicking the **user avatar** icon next to the button's label, then clicking "
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"the :icon:`fa-undo` (:guilabel:`Revoke`) button."
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msgstr ""
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#: ../../content/applications/studio/approval_rules.rst:76
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msgid ""
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"Approvals are tracked in the record's chatter. An approval entry is also "
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"created every time a Studio approval-related action is performed. To access "
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"the approval entries, :doc:`activate the developer mode "
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"</applications/general/developer_mode>` and go to :menuselection:`Settings "
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"--> Technical --> Studio Approval Entries`."
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:3
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msgid "Automation rules"
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:5
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msgid ""
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"Automation rules are used to trigger automatic changes based on user actions"
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" (e.g., apply a modification when a field is set to a specific value), email"
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" events, time conditions (e.g., archive a record 7 days after its last "
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"update), or external events."
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:9
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msgid "To create an automation rule with Studio, proceed as follows:"
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:11
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msgid "Open Studio and click :guilabel:`Automations`, then :guilabel:`New`."
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:12
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msgid ""
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"Select the :ref:`studio/automated-actions/trigger` and, if necessary, fill "
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"in the fields that appear on the screen based on the chosen trigger."
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:14
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msgid ""
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"Click :guilabel:`Add an action`, then select the :guilabel:`Type` of "
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":ref:`action <studio/automated-actions/action>` and fill in the fields that "
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"appear on the screen based on your selected action."
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:17
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msgid "Click :guilabel:`Save & Close` or :guilabel:`Save & New`."
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:0
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msgid "Example of an automated action on the Subscription model"
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:25
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msgid ""
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"To modify the :doc:`model <models_modules_apps>` of the automation rule, "
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"switch models before clicking :guilabel:`Automations` in Studio, or "
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":ref:`activate the developer mode <developer-mode>`, create or edit an "
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"automation rule, and select the :guilabel:`Model` in the "
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":guilabel:`Automation Rules` form."
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:29
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msgid ""
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"You can also create automation rules from any kanban stage by clicking the "
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"gear icon (:guilabel:`⚙` ) next to the kanban stage name, then selecting "
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":guilabel:`Automations`. In this case, the :guilabel:`Trigger` is set to "
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":guilabel:`Stage is set to` by default, but you can change it if necessary."
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:0
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msgid "Create automations from a kanban stage"
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:40
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msgid "Trigger"
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:42
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msgid ""
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"The :guilabel:`Trigger` is used to define when the automation rule should be"
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" applied. The available triggers depend on the :doc:`model "
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"<models_modules_apps>`. Five trigger categories are available overall:"
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:46
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msgid ":ref:`studio/automated-actions/trigger/values-updated`"
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:47
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msgid ":ref:`studio/automated-actions/trigger/email-events`"
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:48
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msgid ":ref:`studio/automated-actions/trigger/values-timing-conditions`"
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:49
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msgid ":ref:`studio/automated-actions/trigger/custom`"
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:50
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msgid ":ref:`studio/automated-actions/trigger/external`"
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:53
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msgid ""
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"You can also define a :guilabel:`Before Update Domain` to specify the "
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"conditions that must be met *before* the automation rule is triggered. In "
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"contrast, the conditions defined using the :ref:`Extra Conditions "
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"<studio/automated-actions/trigger/values-timing-conditions>` and :ref:`Apply"
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" on <studio/automated-actions/trigger/custom>` filters are checked *during* "
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"the execution of the automation rule."
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:59
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msgid ""
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"To define a :guilabel:`Before Update Domain`, :ref:`activate the developer "
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"mode <developer-mode>`, create or edit an automation rule, click "
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":guilabel:`Edit Domain`, then click :guilabel:`New Rule`."
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:63
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msgid ""
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"For example, if you want the automated action to happen when an email "
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"address is set on a contact that did not have an address before (in contrast"
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" to modifying their existing address), define the :guilabel:`Before Update "
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"Domain` to :guilabel:`Email is not set`, and the :guilabel:`Apply on` domain"
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" to :guilabel:`Email is set`."
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:0
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msgid "Example of a trigger with a Before Update Domain"
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:74
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msgid "Values Updated"
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:76
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msgid ""
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"The triggers available in this category depend on the model and are based on"
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" common field changes, such as adding a specific tag (e.g., to a task) or "
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"setting the :guilabel:`User` field. Select the trigger, then select a value "
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"if required."
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst-1
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msgid "Example of a Values Updated trigger"
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:86
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msgid "Email Events"
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:88
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msgid "Trigger automated actions upon receiving or sending emails."
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:93
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msgid "Timing Conditions"
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:95
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msgid ""
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"Trigger automated actions based on a date field. The following triggers are "
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"available:"
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:97
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msgid ""
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":guilabel:`Based on date field`: Select the field to be used next to the "
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":guilabel:`Delay` field."
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:98
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msgid ""
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":guilabel:`After creation`: The action is triggered when a record is created"
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" and saved."
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:99
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msgid ""
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":guilabel:`After last update`: The action is triggered when an existing "
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"record is edited and saved."
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:102
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msgid "You can then define:"
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:104
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msgid ""
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"a :guilabel:`Delay`: Specify the number of minutes, hours, days, or months. "
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"To trigger the action before the trigger date, specify a negative number. If"
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" you selected the :guilabel:`Based on date field` trigger, you must also "
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"select the date field to be used to determine the delay."
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:107
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msgid ""
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":guilabel:`Extra Conditions`: Click :guilabel:`Add condition`, then specify "
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"the conditions to be met to trigger the automation rule. Click "
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":guilabel:`New Rule` to add another condition."
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:110
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msgid ""
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"The action is triggered when the delay is reached and the conditions are "
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"met."
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:113
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msgid ""
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"If you want to send a reminder email 30 minutes before the start of a "
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"calendar event, select the :guilabel:`Start (Calendar Event)` under "
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":guilabel:`Trigger Date` and set the :guilabel:`Delay` to **-30** "
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":guilabel:`Minutes`."
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:0
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msgid "Example of a Based on date field trigger"
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:121
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msgid ""
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"By default, the scheduler checks for trigger dates every 4 hours, meaning "
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"lower granularity in time-based automations may not always be honored."
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:127
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msgid "Custom"
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:129
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msgid "Trigger automated actions:"
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:131
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msgid ":guilabel:`On save`: When the record is saved;"
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:132
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msgid ":guilabel:`On deletion`: When a record is deleted;"
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msgstr ""
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#: ../../content/applications/studio/automated_actions.rst:133
|
||
msgid ""
|
||
":guilabel:`On UI change`: When a field's value is changed on the :ref:`Form "
|
||
"view <studio/views/general/form>`, even before saving the record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:136
|
||
msgid ""
|
||
"For the :guilabel:`On save` and :guilabel:`On UI change` triggers, you "
|
||
"**must** then select the field(s) to be used to trigger the automation rule "
|
||
"in the :guilabel:`When updating` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:140
|
||
msgid ""
|
||
"If no field is selected in the :guilabel:`When updating` field, the "
|
||
"automated action may be executed multiple times per record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:143
|
||
msgid ""
|
||
"Optionally, you can also define additional conditions to be met to trigger "
|
||
"the automation rule in the :guilabel:`Apply on` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:147
|
||
msgid ""
|
||
"The :guilabel:`On UI change` trigger can only be used with the "
|
||
":ref:`studio/automated-actions/action/python-code` action and only works "
|
||
"when a modification is made manually. The action is not executed if the "
|
||
"field is changed through another automation rule."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:155
|
||
msgid "External"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:157
|
||
msgid ""
|
||
"Trigger automated actions based on an external event using a webhook. A "
|
||
"webhook is a method of communication between two systems where the source "
|
||
"system sends an HTTP(S) request to a destination system based on a specific "
|
||
"event. It usually includes a data payload containing information about the "
|
||
"event that occurred."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:162
|
||
msgid ""
|
||
"To configure the :guilabel:`On webhook` trigger, copy the :guilabel:`URL` "
|
||
"generated by Odoo into the destination system (i.e., the system receiving "
|
||
"the request). Then, in the :guilabel:`Target Record` field, enter the code "
|
||
"to run to define the record(s) to be updated using the automation rule."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:167
|
||
msgid ""
|
||
"The URL must be treated as **confidential**; sharing it online or without "
|
||
"caution could potentially expose your system to malicious parties. Click the"
|
||
" :guilabel:`Rotate Secret` button to change the URL's secret if necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:172
|
||
msgid ""
|
||
"The code defined by default in the :guilabel:`Target Record` field works for"
|
||
" webhooks coming from another Odoo database. It is used to determine the "
|
||
"record(s) to be updated using the information in the payload."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:175
|
||
msgid ""
|
||
"If you wish to use the webhook's content for a purpose other than to find "
|
||
"the record(s) (e.g., *create* a record), your only option is to use an "
|
||
":ref:`studio/automated-actions/action/python-code` action. In this case, the"
|
||
" :guilabel:`Target record` field must contain any valid code, but its result"
|
||
" doesn't have any effect on the automated action itself."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:179
|
||
msgid ""
|
||
"The webhook content is available in the server action context as a `payload`"
|
||
" variable (i.e., a dictionary that contains the GET parameters or POST JSON "
|
||
"body of the incoming request)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:182
|
||
msgid ""
|
||
"You can also choose to :guilabel:`Log Calls` to record the payloads "
|
||
"received, e.g., to make sure the data sent by the source system matches the "
|
||
"expected format and content. This also helps identify and diagnose any "
|
||
"issues that may arise. To access the logs, click the :guilabel:`Logs` smart "
|
||
"button at the top of the :guilabel:`Automation rules` form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:190
|
||
msgid "Actions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:192
|
||
msgid ""
|
||
"Once you have defined the automation rule's :ref:`trigger <studio/automated-"
|
||
"actions/trigger>`, click :guilabel:`Add an action` to define the action to "
|
||
"be executed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:196
|
||
msgid ""
|
||
"You can define multiple actions for the same trigger/automation rule. The "
|
||
"actions are executed in the order they are defined. This means, for example,"
|
||
" that if you define an :guilabel:`Update record` action and then a "
|
||
":guilabel:`Send email` action, the email uses the updated values. However, "
|
||
"if the :guilabel:`Send email` action is defined before the :guilabel:`Update"
|
||
" record` action, the email uses the values set *before* the update action is"
|
||
" run."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:206
|
||
msgid "Update Record"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:208
|
||
msgid ""
|
||
"This action allows to update one of the record's (related) fields. Click the"
|
||
" :guilabel:`Update` field and, in the list that opens, select or search for "
|
||
"the field to be updated; click the right arrow next to the field name to "
|
||
"access the list of related fields if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:212
|
||
msgid ""
|
||
"If you selected a :ref:`many2many field <studio/fields/relational-"
|
||
"fields/many2many>`, choose whether the field must be updated by "
|
||
":guilabel:`Adding`, :guilabel:`Removing`, or :guilabel:`Setting it to` the "
|
||
"selected value or by :guilabel:`Clearing it`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:217
|
||
msgid ""
|
||
"If you want the automated action to remove a tag from the customer record, "
|
||
"set the :guilabel:`Update` field to :guilabel:`Customer > Tags`, select "
|
||
":guilabel:`By Removing`, then select the tag."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:0
|
||
msgid "Example of an Update Record action"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:225
|
||
msgid ""
|
||
"Alternatively, you can also set a record's field dynamically using Python "
|
||
"code. To do so, select :guilabel:`Compute` instead of :guilabel:`Update`, "
|
||
"then enter the code to be used for computing the field's value. For example,"
|
||
" if you want the automation rule to compute a custom :ref:`datetime field "
|
||
"<studio/fields/simple-fields/date-time>` when a task's priority is set to "
|
||
"`High` (by starring the task), you can define the trigger "
|
||
":guilabel:`Priority is set to` to `High` and define the :guilabel:`Update "
|
||
"Record` action as follows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:0
|
||
msgid "Compute a custom datetime field using a Python expression"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:236
|
||
msgid "Create Activity"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:238
|
||
msgid ""
|
||
"This action is used to schedule a new activity linked to the record. Select "
|
||
"an :guilabel:`Activity Type`, enter a :guilabel:`Title` and description, "
|
||
"then specify when you want the activity to be scheduled in the "
|
||
":guilabel:`Due Date In` field, and select a :guilabel:`User type`:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:242
|
||
msgid ""
|
||
"To always assign the activity to the same user, select :guilabel:`Specific "
|
||
"User` and add the user in the :guilabel:`Responsible` field;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:244
|
||
msgid ""
|
||
"To target a user linked to the record dynamically, select :guilabel:`Dynamic"
|
||
" User (based on record)` and change the :guilabel:`User Field` if necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:248
|
||
msgid ""
|
||
"After a lead is turned into an opportunity, you want the automated action to"
|
||
" set up a call for the user responsible for the lead. To do so, set the "
|
||
":guilabel:`Activity Type` to :guilabel:`Call` and the :guilabel:`User Type` "
|
||
"to :guilabel:`Dynamic User (based on record)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:0
|
||
msgid "Example of a Create Activity action"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:256
|
||
msgid "Send Email and Send SMS"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:258
|
||
msgid ""
|
||
"These actions are used to send an email or a text message to a contact "
|
||
"linked to a specific record. To do so, select or create an :guilabel:`Email "
|
||
"Template` or an :guilabel:`SMS Template`, then, in the :guilabel:`Send Email"
|
||
" As` or :guilabel:`Send SMS As` field, choose how you want to send the email"
|
||
" or text message:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:263
|
||
msgid ""
|
||
":guilabel:`Email`: to send the message as an email to the recipients of the "
|
||
":guilabel:`Email Template`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:265
|
||
msgid ""
|
||
":guilabel:`Message`: to post the message on the record and notify the "
|
||
"record's followers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:266
|
||
msgid ""
|
||
":guilabel:`Note`: to send the message as an internal note visible to "
|
||
"internal users in the chatter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:268
|
||
msgid ""
|
||
":guilabel:`SMS (without note)`: to send the message as a text message to the"
|
||
" recipients of the :guilabel:`SMS template`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:270
|
||
msgid ""
|
||
":guilabel:`SMS (with note)`: to send the message as a text message to the "
|
||
"recipients of the :guilabel:`SMS template` and post it as an internal note "
|
||
"in the chatter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:272
|
||
msgid ""
|
||
":guilabel:`Note only`: to only post the message as an internal note in the "
|
||
"chatter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:277
|
||
msgid "Add Followers and Remove Followers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:279
|
||
msgid ""
|
||
"Use these actions to (un)subscribe existing contacts to/from the record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:282
|
||
msgid "Create Record"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:284
|
||
msgid "This action is used to create a new record on any model."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:286
|
||
msgid ""
|
||
"Select the required model in the :guilabel:`Record to Create` field; it "
|
||
"contains the current model by default. Specify a :guilabel:`Name` for the "
|
||
"record, and then, if you want to create the record on another model, select "
|
||
"a field in the :guilabel:`Link Field` field to link the record that "
|
||
"triggered the creation of the new record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:292
|
||
msgid ""
|
||
"The dropdown list related to the :guilabel:`Link Field` field only contains "
|
||
":ref:`one2many fields <studio/fields/relational-fields/one2many>` existing "
|
||
"on the current model that are linked to a :ref:`many2one field "
|
||
"<studio/fields/relational-fields/many2one>` on the target model."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:297
|
||
msgid ""
|
||
"You can create another automation rule with :ref:`studio/automated-"
|
||
"actions/action/update-record` actions to update the fields of the new record"
|
||
" if necessary. For example, you can use a :guilabel:`Create Record` action "
|
||
"to create a new project task and then assign it to a specific user using an "
|
||
":guilabel:`Update Record` action."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:305
|
||
msgid "Execute Code"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:307
|
||
msgid ""
|
||
"This action is used to execute Python code. You can write your code into the"
|
||
" :guilabel:`Code` tab using the following variables:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:310
|
||
msgid "`env`: environment on which the action is triggered"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:311
|
||
msgid ""
|
||
"`model`: model of the record on which the action is triggered; is a void "
|
||
"recordset"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:312
|
||
msgid "`record`: record on which the action is triggered; may be void"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:313
|
||
msgid ""
|
||
"`records`: recordset of all records on which the action is triggered in "
|
||
"multi-mode; this may be left empty"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:315
|
||
msgid "`time`, `datetime`, `dateutil`, `timezone`: useful Python libraries"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:316
|
||
msgid ""
|
||
"`float_compare`: utility function to compare floats based on specific "
|
||
"precision"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:317
|
||
msgid ""
|
||
"`log(message, level='info')`: logging function to record debug information "
|
||
"in ir.logging table"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:319
|
||
msgid "`_logger.info(message)`: logger to emit messages in server logs"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:320
|
||
msgid "`UserError`: exception class for raising user-facing warning messages"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:321
|
||
msgid "`Command`: x2many commands namespace"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:322
|
||
msgid "`action = {...}`: to return an action"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:325
|
||
msgid ""
|
||
"The available variables are described both in the :guilabel:`Code` and "
|
||
":guilabel:`Help` tabs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:328
|
||
msgid "Send Webhook Notification"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:330
|
||
msgid ""
|
||
"This action allows to send a POST request with the values of the "
|
||
":guilabel:`Fields` to the URL specified in the :guilabel:`URL` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:333
|
||
msgid ""
|
||
"The :guilabel:`Sample Payload` provides a preview of the data included in "
|
||
"the request using a random record's data or dummy data if no record is "
|
||
"available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:339
|
||
msgid "Execute Existing Actions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/automated_actions.rst:341
|
||
msgid ""
|
||
"The action is used to trigger multiple actions (linked to the current model)"
|
||
" at the same time. To do so, click on :guilabel:`Add a line`, then, in the "
|
||
":guilabel:`Add: Child Actions` pop-up, select an existing action or click "
|
||
":guilabel:`New` to create a new one."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:3
|
||
msgid "Fields and widgets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:5
|
||
msgid ""
|
||
"Fields structure the models of a database. If you picture a model as a table"
|
||
" or spreadsheet, fields are the columns where data is stored in the records "
|
||
"(i.e., the rows). Fields also define the type of data that is stored within "
|
||
"them. How the data is presented and formatted on the :abbr:`UI (User "
|
||
"Interface)` is defined by their widget."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:10
|
||
msgid ""
|
||
"From a technical point of view, there are 15 field types in Odoo. However, "
|
||
"you can choose from 20 fields in Studio, as some field types are available "
|
||
"more than once with a different default widget."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:14
|
||
msgid ""
|
||
":guilabel:`New Fields` can only be added to the "
|
||
":ref:`studio/views/general/form` and :ref:`studio/views/multiple-"
|
||
"records/list` views. On other views, you can only add :guilabel:`Existing "
|
||
"Fields` :dfn:`(fields already on the model)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:21
|
||
msgid "Simple fields"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:23
|
||
msgid "Simple fields contain basic values, such as text, numbers, files, etc."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:26
|
||
#: ../../content/applications/studio/fields.rst:325
|
||
msgid ""
|
||
"Non-default widgets, when available, are presented as bullet points below."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:31
|
||
msgid "Text (`char`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:33
|
||
msgid ""
|
||
"The :guilabel:`Text` field is used for short text containing any character. "
|
||
"One text line is displayed when filling out the field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:36
|
||
#: ../../content/applications/studio/fields.rst:220
|
||
msgid ""
|
||
":guilabel:`Badge`: displays the value inside a rounded shape, similar to a "
|
||
"tag. The value cannot be edited on the UI, but a default value can be set."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:38
|
||
#: ../../content/applications/studio/fields.rst:71
|
||
msgid ""
|
||
":guilabel:`Copy to Clipboard`: users can copy the value by clicking a "
|
||
"button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:39
|
||
msgid ":guilabel:`E-mail`: the value becomes a clickable *mailto* link."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:40
|
||
msgid ""
|
||
":guilabel:`Image`: displays an image using a URL. The value cannot be edited"
|
||
" manually, but a default value can be set."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:44
|
||
msgid ""
|
||
"This works differently than selecting the :ref:`Image field "
|
||
"<studio/fields/simple-fields/image>` directly, as the image is not stored in"
|
||
" Odoo when using a :guilabel:`Text` field with the :guilabel:`Image` widget."
|
||
" For example, it can be useful if you want to save disk space."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:49
|
||
msgid ":guilabel:`Phone`: the value becomes a clickable *tel* link."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:52
|
||
msgid ""
|
||
"Tick :guilabel:`Enable SMS` to add an option to send an SMS directly from "
|
||
"Odoo next to the field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:55
|
||
msgid ":guilabel:`URL`: the value becomes a clickable URL."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:0
|
||
msgid "Examples of Text fields with different widgets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:66
|
||
msgid "Multiline Text (`text`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:68
|
||
msgid ""
|
||
"The :guilabel:`Multiline Text` field is used for longer text containing any "
|
||
"type of character. Two text lines are displayed on the UI when filling out "
|
||
"the field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:0
|
||
msgid "Examples of Multiline Text fields with different widgets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:82
|
||
msgid "Integer (`integer`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:84
|
||
msgid ""
|
||
"The :guilabel:`Integer` field is used for all integer numbers "
|
||
"(:dfn:`positive, negative, or zero, without a decimal`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:87
|
||
msgid ""
|
||
":guilabel:`Percentage Pie`: displays the value inside a percentage circle, "
|
||
"usually for a computed value. The value cannot be edited on the UI, but a "
|
||
"default value can be set."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:89
|
||
#: ../../content/applications/studio/fields.rst:118
|
||
msgid ""
|
||
":guilabel:`Progress Bar`: displays the value next to a percentage bar, "
|
||
"usually for a computed value. The field cannot be edited manually, but a "
|
||
"default value can be set."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:91
|
||
msgid ""
|
||
":guilabel:`Handle`: displays a drag handle icon to order records manually in"
|
||
" :ref:`List view <studio/views/multiple-records/list>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:0
|
||
msgid "Examples of Integer fields with different widgets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:103
|
||
msgid "Decimal (`float`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:105
|
||
msgid ""
|
||
"The :guilabel:`Decimal` field is used for all decimal numbers "
|
||
"(:dfn:`positive, negative, or zero, with a decimal`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:109
|
||
msgid ""
|
||
"Decimal numbers are displayed with two decimals after the decimal point on "
|
||
"the UI, but they are stored in the database with more precision."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:112
|
||
msgid ""
|
||
":guilabel:`Monetary`: it is similar to using the :ref:`Monetary field "
|
||
"<studio/fields/simple-fields/monetary>`. It is recommended to use the later "
|
||
"as it offers more functionalities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:115
|
||
msgid ""
|
||
":guilabel:`Percentage`: displays a percent character `%` after the value."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:116
|
||
msgid ""
|
||
":guilabel:`Percentage Pie`: displays the value inside a percentage circle, "
|
||
"usually for a computed value. The field cannot be edited manually, but a "
|
||
"default value can be set."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:120
|
||
msgid ""
|
||
":guilabel:`Time`: the value must follow the *hh:mm* format, with a maximum "
|
||
"of 59 minutes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:0
|
||
msgid "Examples of Decimal fields with different widgets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:131
|
||
msgid "Monetary (`monetary`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:133
|
||
msgid "The :guilabel:`Monetary` field is used for all monetary values."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:136
|
||
msgid ""
|
||
"When you first add a :guilabel:`Monetary` field, you are prompted to add a "
|
||
":guilabel:`Currency` field if none exists already on the model. Odoo offers "
|
||
"to add the :guilabel:`Currency` field for you. Once it is added, add the "
|
||
":guilabel:`Monetary` field again."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:0
|
||
msgid "Example of a Monetary field along with its Currency field"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:149
|
||
msgid "Html (`html`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:151
|
||
msgid ""
|
||
"The :guilabel:`Html` field is used to add text that can be edited using the "
|
||
"Odoo HTML editor."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:153
|
||
msgid ""
|
||
":guilabel:`Multiline Text`: disables the Odoo HTML editor to allow editing "
|
||
"raw HTML."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:0
|
||
msgid "Examples of Html fields with different widgets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:164
|
||
msgid "Date (`date`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:166
|
||
msgid "The :guilabel:`Date` field is used to select a date on a calendar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:168
|
||
msgid ""
|
||
":guilabel:`Remaining Days`: the remaining number of days before the selected"
|
||
" date is displayed (e.g., *In 5 days*), based on the current date."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:0
|
||
msgid "Examples of Date fields with different widgets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:180
|
||
msgid "Date & Time (`datetime`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:182
|
||
msgid ""
|
||
"The :guilabel:`Date & Time` field is used to select a date on a calendar and"
|
||
" a time on a clock. The user's current time is automatically used if no time"
|
||
" is set."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:185
|
||
msgid ""
|
||
":guilabel:`Date`: used to record the time without displaying it on the UI."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:186
|
||
msgid ""
|
||
":guilabel:`Remaining days`: displays the remaining number of days before the"
|
||
" selected date (e.g., *In 5 days*), based on the current date and time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:0
|
||
msgid "Examples of Date & Time fields with different widgets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:198
|
||
msgid "Checkbox (`boolean`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:200
|
||
msgid ""
|
||
"The :guilabel:`Checkbox` field is used when a value should only be true or "
|
||
"false, indicated by checking or unchecking a checkbox."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:203
|
||
msgid ""
|
||
":guilabel:`Button`: displays a radio button. The widget works without "
|
||
"switching to the edit mode."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:204
|
||
msgid ""
|
||
":guilabel:`Toggle`: displays a toggle button. The widget works without "
|
||
"switching to the edit mode."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:0
|
||
msgid "Examples of Checkbox fields with different widgets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:215
|
||
msgid "Selection (`selection`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:217
|
||
msgid ""
|
||
"The :guilabel:`Selection` field is used when users should select a single "
|
||
"value from a group of predefined values."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:222
|
||
msgid ""
|
||
":guilabel:`Badges`: displays all selectable values simultaneously inside "
|
||
"rectangular shapes, organized horizontally."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:224
|
||
msgid ""
|
||
":guilabel:`Priority`: displays star symbols instead of values, which can be "
|
||
"used to indicate an importance or satisfaction level, for example. This has "
|
||
"the same effect as selecting the :ref:`Priority field <studio/fields/simple-"
|
||
"fields/priority>`, although, for the latter, four priority values are "
|
||
"already predefined."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:228
|
||
#: ../../content/applications/studio/fields.rst:352
|
||
msgid ""
|
||
":guilabel:`Radio`: displays all selectable values at the same time as radio "
|
||
"buttons."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:231
|
||
msgid ""
|
||
"By default, radio buttons are organized vertically. Tick :guilabel:`display "
|
||
"horizontally` to switch the way they are displayed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:0
|
||
msgid "Examples of Selection fields with different widgets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:243
|
||
msgid "Priority (`selection`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:245
|
||
msgid ""
|
||
"The :guilabel:`Priority` field is used to display a three-star rating "
|
||
"system, which can be used to indicate importance or satisfaction level. This"
|
||
" field type is a :ref:`Selection field <studio/fields/simple-"
|
||
"fields/selection>` 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 "
|
||
"<studio/fields/simple-fields/selection>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:253
|
||
msgid ""
|
||
"To change the number of available stars by adding or removing values, click "
|
||
":guilabel:`Edit Values`. Note that the first value is equal to 0 stars "
|
||
"(i.e., when no selection is made), so having four values results in a three-"
|
||
"star rating system, for example."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:0
|
||
msgid "Example of a Priority field"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:266
|
||
msgid "File (`binary`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:268
|
||
msgid ""
|
||
"The :guilabel:`File` field is used to upload any type of file, or sign a "
|
||
"form (:guilabel:`Sign` widget)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:271
|
||
msgid ""
|
||
":guilabel:`Image`: users can upload an image file, which is then displayed "
|
||
"in :ref:`Form view <studio/views/general/form>`. This has the same effect as"
|
||
" using the :ref:`Image field <studio/fields/simple-fields/image>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:274
|
||
msgid ""
|
||
":guilabel:`PDF Viewer`: users can upload a PDF file, which can be then "
|
||
"browsed from the :ref:`Form view <studio/views/general/form>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:276
|
||
msgid ""
|
||
":guilabel:`Sign`: users can electronically sign the form. This has the same "
|
||
"effect as selecting the :ref:`Sign field <studio/fields/simple-"
|
||
"fields/sign>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:0
|
||
msgid "Examples of File fields with different widgets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:288
|
||
msgid "Image (`binary`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:290
|
||
msgid ""
|
||
"The :guilabel:`Image` field is used to upload an image and display it in "
|
||
":ref:`Form view <studio/views/general/form>`. This field type is a "
|
||
":ref:`File field <studio/fields/simple-fields/file>` 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 <studio/fields/simple-"
|
||
"fields/file>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:297
|
||
msgid ""
|
||
"To change the display size of uploaded images, select :guilabel:`Small`, "
|
||
":guilabel:`Medium`, or :guilabel:`Large` under the :guilabel:`Size` option."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:303
|
||
msgid "Sign (`binary`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:305
|
||
msgid ""
|
||
"The :guilabel:`Sign` field is used to sign the form electronically. This "
|
||
"field type is a :ref:`File field <studio/fields/simple-fields/file>` 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 <studio/fields/simple-"
|
||
"fields/file>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:311
|
||
msgid ""
|
||
"To give users the :guilabel:`Auto` option when having to draw their "
|
||
"signature, select one of the available :guilabel:`Auto-complete with` fields"
|
||
" (:ref:`Text <studio/fields/simple-fields/text>`, :ref:`Many2One "
|
||
"<studio/fields/relational-fields/many2one>`, and :ref:`Related Field "
|
||
"<studio/fields/relational-fields/related-field>` on the model only). The "
|
||
"signature is automatically generated using the data from the selected field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:320
|
||
msgid "Relational fields"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:322
|
||
msgid ""
|
||
"Relational fields are used to link and display the data from records on "
|
||
"another model."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:330
|
||
msgid "Many2One (`many2one`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:332
|
||
msgid ""
|
||
"The :guilabel:`Many2One` field is used to link another record (from another "
|
||
"model) to the record being edited. The record's name from the other model is"
|
||
" then displayed on the record being edited."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:336
|
||
msgid ""
|
||
"On the *Sales Order* model, the :guilabel:`Customer` field is a "
|
||
":guilabel:`Many2One` field pointing at the *Contact* model. This allows "
|
||
"**many** sales orders to be linked to **one** contact (customer)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:0
|
||
msgid "Diagram showing a many2one relationship"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:345
|
||
msgid ""
|
||
"To prevent users from creating a new record in the linked model, tick "
|
||
":guilabel:`Disable creation`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:347
|
||
msgid ""
|
||
"To prevent users from opening records in a pop-up window, tick "
|
||
":guilabel:`Disable opening`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:348
|
||
msgid ""
|
||
"To help users only select the right record, click on :guilabel:`Domain` to "
|
||
"create a filter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:350
|
||
msgid ""
|
||
":guilabel:`Badge`: displays the value inside a rounded shape, similar to a "
|
||
"tag. The value cannot be edited on the UI."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:357
|
||
msgid "One2Many (`one2many`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:359
|
||
msgid ""
|
||
"The :guilabel:`One2Many` field is used to display the existing relations "
|
||
"between a record on the current model and multiple records from another "
|
||
"model."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:363
|
||
msgid ""
|
||
"You could add a :guilabel:`One2Many` field on the *Contact* model to look at"
|
||
" **one** customer's **many** sales orders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:0
|
||
msgid "Diagram showing a one2many relationship"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:371
|
||
msgid ""
|
||
"To use a :guilabel:`One2Many` field, the two models must have been linked "
|
||
"already using a :ref:`Many2One field <studio/fields/relational-"
|
||
"fields/many2one>`. One2Many relations do not exist independently: a reverse-"
|
||
"search of existing Many2One relations is performed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:378
|
||
msgid "Lines (`one2many`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:380
|
||
msgid ""
|
||
"The :guilabel:`Lines` field is used to create a table with rows and columns "
|
||
"(e.g., the lines of products on a sales order)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:384
|
||
msgid ""
|
||
"To modify the columns, click on the :guilabel:`Lines` field and then "
|
||
":guilabel:`Edit List View`. To edit the form that pops up when a user clicks"
|
||
" on :guilabel:`Add a line`, click on :guilabel:`Edit Form View` instead."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:0
|
||
msgid "Example of a Lines field"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:397
|
||
msgid "Many2Many (`many2many`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:399
|
||
msgid ""
|
||
"The :guilabel:`Many2Many` field is used to link multiple records from "
|
||
"another model to multiple records on the current model. Many2Many fields can"
|
||
" use :guilabel:`Disable creation`, :guilabel:`Disable opening`, "
|
||
":guilabel:`Domain`, just like :ref:`Many2One fields "
|
||
"<studio/fields/relational-fields/many2one>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:405
|
||
msgid ""
|
||
"On the *Task* model, the :guilabel:`Assignees` field is a "
|
||
":guilabel:`Many2Many` field pointing at the *Contact* model. This allows a "
|
||
"single user to be assigned to **many** tasks and **many** users to be "
|
||
"assigned to a single task."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:0
|
||
msgid "Diagram showing many2many relationships"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:413
|
||
msgid ""
|
||
":guilabel:`Checkboxes`: users can select several values using checkboxes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:414
|
||
msgid ""
|
||
":guilabel:`Tags`: users can select several values appearing in rounded "
|
||
"shapes, also known as *tags*. This has the same effect as selecting the "
|
||
":ref:`Tags field <studio/fields/relational-fields/tags>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:421
|
||
msgid "Tags (`many2many`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:423
|
||
msgid ""
|
||
"The :guilabel:`Tags` field is used to display several values from another "
|
||
"model appearing in rounded shapes, also known as *tags*. This field type is "
|
||
"a :ref:`Many2Many field <studio/fields/relational-fields/many2many>` 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 <studio/fields/relational-"
|
||
"fields/many2many>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:430
|
||
msgid ""
|
||
"To display tags with different background colors, tick :guilabel:`Use "
|
||
"colors`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:0
|
||
msgid "Example of a Tags field"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:441
|
||
msgid "Related Field (`related`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:443
|
||
msgid ""
|
||
"A :guilabel:`Related Field` is not a relational field per se; no "
|
||
"relationship is created between models. It uses an existing relationship to "
|
||
"fetch and display information from another record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:447
|
||
msgid ""
|
||
"To display the email address of a customer on the *Sales Order* model, use "
|
||
"the :guilabel:`Related Field` `partner_id.email` by selecting "
|
||
":guilabel:`Customer` and then :guilabel:`Email`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:453
|
||
msgid "Properties"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:455
|
||
msgid ""
|
||
":guilabel:`Invisible`: When it is not necessary for users to view a field on"
|
||
" the UI, tick :guilabel:`Invisible`. It helps clear the UI by only showing "
|
||
"the essential fields depending on a specific situation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:460
|
||
msgid ""
|
||
"On the *Form* view of the *Contact* model, the :guilabel:`Title` field only "
|
||
"appears when :guilabel:`Individual` is selected, as that field would not be "
|
||
"helpful for a :guilabel:`Company` contact."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:465
|
||
msgid ""
|
||
"The :guilabel:`Invisible` attribute also applies to Studio. To view hidden "
|
||
"fields inside Studio, click on a view's :guilabel:`View` tab and tick "
|
||
":guilabel:`Show Invisible Elements`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:469
|
||
msgid ""
|
||
":guilabel:`Required`: If a field should always be completed by the user "
|
||
"before being able to proceed, tick :guilabel:`Required`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:471
|
||
msgid ""
|
||
":guilabel:`Read only`: If users should not be able to modify a field, tick "
|
||
":guilabel:`Read only`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:474
|
||
msgid ""
|
||
"You can choose to apply these three properties only for specific records by "
|
||
"clicking on :guilabel:`Conditional` and creating a filter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:477
|
||
msgid ""
|
||
":guilabel:`Label`: The :guilabel:`Label` is the field's name on the UI."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:480
|
||
msgid ""
|
||
"This is not the same name as used in the PostgreSQL database. To view and "
|
||
"change the latter, activate the :ref:`Developer mode <developer-mode>`, and "
|
||
"edit the :guilabel:`Technical Name`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:483
|
||
msgid ""
|
||
":guilabel:`Help Tooltip`: To explain the purpose of a field, write a "
|
||
"description under :guilabel:`Help Tooltip`. It is displayed inside a tooltip"
|
||
" box when hovering with your mouse over the field's label."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:486
|
||
msgid ""
|
||
":guilabel:`Placeholder`: To provide an example of how a field should be "
|
||
"completed, write it under :guilabel:`Placeholder`. It is displayed in light "
|
||
"gray in lieu of the field's value."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:488
|
||
msgid ""
|
||
":guilabel:`Widget`: To change the default appearance or functionality of a "
|
||
"field, select one of the available widgets."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:490
|
||
msgid ""
|
||
":guilabel:`Default value`: To add a default value to a field when a record "
|
||
"is created, use :guilabel:`Default value`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/fields.rst:492
|
||
msgid ""
|
||
":guilabel:`Limit visibility to groups`: To limit which users can see the "
|
||
"field, select a user access group."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:3
|
||
msgid "Models, modules, and apps"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:5
|
||
msgid ""
|
||
"Models determine the logical structure of a database and how data is stored,"
|
||
" organized, and manipulated. In other words, a model is a table of "
|
||
"information that can be linked with other tables. A model usually represents"
|
||
" a business concept, such as a *sales order*, *contact*, or *product*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:9
|
||
msgid ""
|
||
"Modules and apps contain various elements, such as models, views, data "
|
||
"files, web controllers, and static web data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:13
|
||
msgid ""
|
||
"All apps are modules. Larger, standalone modules are typically referred to "
|
||
"as apps, whereas other modules usually serve as add-ons to said apps."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:19
|
||
msgid "Suggested features"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:21
|
||
msgid ""
|
||
"When you create a new model or app with Studio, you can choose to add up to "
|
||
"14 features to speed up the creation process. These features bundle fields, "
|
||
"default settings, and views that are usually used together to provide some "
|
||
"standard functionality. Most of these features can be added later on, but "
|
||
"adding them from the start makes the model creation process much easier. "
|
||
"Furthermore, these features interact together in some cases to increase "
|
||
"their usefulness."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:28
|
||
msgid ""
|
||
"Creating a model with the :ref:`studio/models-modules-apps/suggested-"
|
||
"features/picture` and :ref:`studio/models-modules-apps/suggested-"
|
||
"features/pipeline-stages` features enabled adds the image in the card layout"
|
||
" of the :ref:`Kanban view <studio/views/multiple-records/kanban>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:0
|
||
msgid ""
|
||
"Combination of the Picture and Pipeline stages features on the Kanban view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:39
|
||
msgid "Contact details"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:41
|
||
msgid ""
|
||
"Selecting :guilabel:`Contact details` adds to the :ref:`Form view "
|
||
"<studio/views/general/form>` a :ref:`Many2One field "
|
||
"<studio/fields/relational-fields/many2one>` linked to the *Contact* model "
|
||
"and two of its :ref:`Related Fields <studio/fields/relational-"
|
||
"fields/related-field>`: :guilabel:`Phone` and :guilabel:`Email`. The "
|
||
":guilabel:`Contact` field is also added to the :ref:`List view "
|
||
"<studio/views/multiple-records/list>`, and the :ref:`Map view "
|
||
"<studio/views/multiple-records/map>` is activated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:0
|
||
msgid "Contact details feature on the Form view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:57
|
||
msgid "User assignment"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:59
|
||
msgid ""
|
||
"Selecting :guilabel:`User assignment` adds to the :ref:`Form view "
|
||
"<studio/views/general/form>` a :ref:`Many2One field "
|
||
"<studio/fields/relational-fields/many2one>` 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 <studio/views/multiple-records/list>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:0
|
||
msgid "User assignment feature on the Form view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:75
|
||
msgid "Date & Calendar"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:77
|
||
msgid ""
|
||
"Selecting :guilabel:`Date & Calendar` adds to the :ref:`Form view "
|
||
"<studio/views/general/form>` a :ref:`Date field <studio/fields/simple-"
|
||
"fields/date>` and activates the :ref:`Calendar view "
|
||
"<studio/views/timeline/calendar>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:84
|
||
msgid "Date range & Gantt"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:86
|
||
msgid ""
|
||
"Selecting :guilabel:`Date range & Gantt` adds to the :ref:`Form view "
|
||
"<studio/views/general/form>` two :ref:`Date fields <studio/fields/simple-"
|
||
"fields/date>` 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 <studio/views/timeline/gantt>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:94
|
||
msgid "Pipeline stages"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:96
|
||
msgid ""
|
||
"Selecting :guilabel:`Pipeline stages` activates the :ref:`Kanban view "
|
||
"<studio/views/multiple-records/kanban>`, adds several fields such as "
|
||
":ref:`Priority <studio/fields/simple-fields/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 "
|
||
"<studio/views/general/form>`. The :guilabel:`Color` field is added to the "
|
||
":ref:`List view <studio/views/multiple-records/list>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:105
|
||
msgid "The :guilabel:`Pipeline stages` feature can be added at a later stage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:110
|
||
msgid "Tags"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:112
|
||
msgid ""
|
||
"Selecting :guilabel:`Tags` adds to the :ref:`studio/views/general/form` and "
|
||
":ref:`studio/views/multiple-records/list` views a :ref:`Tags field "
|
||
"<studio/fields/relational-fields/tags>`, creating a *Tag* model with "
|
||
"preconfigured access rights in the process."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:120
|
||
msgid "Picture"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:122
|
||
msgid ""
|
||
"Selecting :guilabel:`Picture` adds to the top-right of the :ref:`Form view "
|
||
"<studio/views/general/form>` an :ref:`Image field <studio/fields/simple-"
|
||
"fields/image>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:126
|
||
msgid "The :guilabel:`Picture` feature can be added at a later stage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:131
|
||
msgid "Lines"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:133
|
||
msgid ""
|
||
"Selecting :guilabel:`Lines`: adds to the :ref:`Form view "
|
||
"<studio/views/general/form>` a :ref:`Lines field <studio/fields/relational-"
|
||
"fields/lines>` inside a :guilabel:`Tab` component."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:139
|
||
msgid "Notes"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:141
|
||
msgid ""
|
||
"Selecting :guilabel:`Notes` adds to the :ref:`Form view "
|
||
"<studio/views/general/form>` an :ref:`Html field <studio/fields/simple-"
|
||
"fields/html>` using the full width of the form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:147
|
||
msgid "Monetary value"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:149
|
||
msgid ""
|
||
"Selecting :guilabel:`Monetary value` adds to the "
|
||
":ref:`studio/views/general/form` and :ref:`studio/views/multiple-"
|
||
"records/list` views a :ref:`Monetary field <studio/fields/simple-"
|
||
"fields/monetary>`. The :ref:`studio/views/reporting/graph` and "
|
||
":ref:`studio/views/reporting/pivot` views are also activated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:155
|
||
msgid "A *Currency* field is added and hidden from the view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:160
|
||
msgid "Company"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:162
|
||
msgid ""
|
||
"Selecting :guilabel:`Company` adds to the :ref:`studio/views/general/form` "
|
||
"and :ref:`studio/views/multiple-records/list` views a :ref:`Many2One field "
|
||
"<studio/fields/relational-fields/many2one>` linked to the *Company* model."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:167
|
||
msgid "This is only useful if you work in a multi-company environment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:172
|
||
msgid "Custom Sorting"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:174
|
||
msgid ""
|
||
"Selecting :guilabel:`Custom Sorting` adds to the :ref:`List view "
|
||
"<studio/views/multiple-records/list>` a drag handle icon to manually reorder"
|
||
" records."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:0
|
||
msgid "Custom Sorting feature on the List view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:186
|
||
msgid "Chatter"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:188
|
||
msgid ""
|
||
"Selecting :guilabel:`Chatter` adds to the :ref:`Form view "
|
||
"<studio/views/general/form>` Chatter functionalities (sending messages, "
|
||
"logging notes, and scheduling activities)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:192
|
||
msgid "The :guilabel:`Chatter` feature can be added at a later stage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:0
|
||
msgid "Chatter feature on the Form view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:203
|
||
msgid "Archiving"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:205
|
||
msgid ""
|
||
"Selecting :guilabel:`Archiving` adds to the :ref:`studio/views/general/form`"
|
||
" and :ref:`studio/views/multiple-records/list` views the :guilabel:`Archive`"
|
||
" action and hides archived records from searches and views by default."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:212
|
||
msgid "Export and import customizations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:214
|
||
msgid ""
|
||
"When you do any customization with Studio, a new module named "
|
||
":guilabel:`Studio customizations` is added to your database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:217
|
||
msgid ""
|
||
"To export these customizations, go to :menuselection:`Main dashboard --> "
|
||
"Studio --> Customizations --> Export` to download a ZIP file containing all "
|
||
"customizations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:220
|
||
msgid ""
|
||
"To import and install these customizations in another database, connect to "
|
||
"the destination database and go to :menuselection:`Main dashboard --> Studio"
|
||
" --> Customizations --> Import`, then upload the exported ZIP file before "
|
||
"clicking on the :guilabel:`Import` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/models_modules_apps.rst:225
|
||
msgid ""
|
||
"Before importing, make sure the destination database contains the same apps "
|
||
"and modules as the source database. Studio does not add the underlying "
|
||
"modules as dependencies of the exported module."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:3
|
||
msgid "PDF reports"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:5
|
||
msgid ""
|
||
"With Studio, you can :ref:`edit existing PDF reports <studio/pdf-"
|
||
"reports/edit>` (e.g., invoices, quotations, etc.) or :ref:`create new ones "
|
||
"<studio/pdf-reports/edit>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:11
|
||
msgid "Default layout"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/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/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/studio/pdf_reports.rst:21
|
||
msgid "Use the following settings:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:25
|
||
msgid ":guilabel:`Layout`: Four layouts are available:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:29
|
||
msgid "Light"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:0
|
||
msgid "Light report layout sample"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:34
|
||
msgid "Boxed"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:0
|
||
msgid "Boxed report layout sample"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:39
|
||
msgid "Bold"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:0
|
||
msgid "Bold report layout sample"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:44
|
||
msgid "Striped"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:0
|
||
msgid "Striped report layout sample"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/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 <https://fonts.google.com/>`_ to "
|
||
"preview them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/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/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/studio/pdf_reports.rst:69
|
||
msgid ""
|
||
":guilabel:`Layout background`: The following backgrounds are available:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:71
|
||
msgid ":guilabel:`Blank`: nothing is displayed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:72
|
||
msgid ""
|
||
":guilabel:`Geometric`: an image featuring geometric shapes is displayed in "
|
||
"the background."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:73
|
||
msgid ":guilabel:`Custom`: upload a custom background image."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:77
|
||
msgid ""
|
||
":guilabel:`Company tagline`: This is displayed in the header of "
|
||
":ref:`external reports <studio/pdf-reports/header-footer/external>`. You can"
|
||
" add multiple lines of text."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:82
|
||
msgid ""
|
||
":guilabel:`Company details`: These are displayed in the header of "
|
||
":ref:`external reports <studio/pdf-reports/header-footer/external>`. You can"
|
||
" add multiple lines of text."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:87
|
||
msgid ""
|
||
":guilabel:`Footer`: This text is used in the footer of :ref:`external "
|
||
"reports <studio/pdf-reports/header-footer/external>`. You can add multiple "
|
||
"lines of text. You can also edit the footer using the :ref:`report editor "
|
||
"<studio/pdf-reports/edit>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/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 "
|
||
"<studio/pdf-reports/create>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:101
|
||
msgid "Creating new PDF reports"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/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/studio/pdf_reports.rst:109
|
||
msgid ":guilabel:`External`:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:111
|
||
msgid ""
|
||
"The header displays the company's :ref:`logo <studio/pdf-reports/default-"
|
||
"layout/logo>`, :ref:`tagline <studio/pdf-reports/default-layout/tagline>`, "
|
||
"and :ref:`details <studio/pdf-reports/default-layout/details>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:114
|
||
msgid ""
|
||
"The footer displays the values set in the :ref:`Footer <studio/pdf-"
|
||
"reports/default-layout/footer>` field and the page number."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/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/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/studio/pdf_reports.rst:123
|
||
msgid ""
|
||
"Once you have created the report, you can start :ref:`editing it "
|
||
"<studio/pdf-reports/edit>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:128
|
||
msgid "Editing PDF reports"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/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 <studio/pdf-"
|
||
"reports/create>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/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/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/studio/pdf_reports.rst:0
|
||
msgid "Duplicating a PDF report"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:148
|
||
msgid "Options"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/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/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/studio/pdf_reports.rst:154
|
||
msgid ""
|
||
"Modify the :guilabel:`Paper format`. If no value is selected, the format "
|
||
"defined in the :ref:`default layout <studio/pdf-reports/default-"
|
||
"layout/paper>` is used."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/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/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/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/studio/pdf_reports.rst:163
|
||
msgid ""
|
||
":guilabel:`Edit sources`: to modify the report directly in the :ref:`XML "
|
||
"file <studio/pdf-reports/XML-editing>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/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/studio/pdf_reports.rst:167
|
||
msgid ":guilabel:`Print preview`: to generate and download a report preview."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:170
|
||
msgid "Report editor"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:172
|
||
msgid ""
|
||
"The report editor allows you to modify the formatting and contents of the "
|
||
"report."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/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/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/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/studio/pdf_reports.rst:185
|
||
msgid ""
|
||
"Editing the header and footer of a report impacts all standard and custom "
|
||
"reports."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:188
|
||
msgid "Conditional blocks"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/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/studio/pdf_reports.rst-1
|
||
msgid "View conditions applied to a block."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:196
|
||
msgid ""
|
||
"Select a value to preview its corresponding output and edit it if necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst-1
|
||
msgid "Preview the output of another condition."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:202
|
||
msgid ""
|
||
"Conditions can only be edited in :ref:`XML <studio/pdf-reports/XML-"
|
||
"editing>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:205
|
||
msgid "Other content"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:207
|
||
msgid "There are two types of text content in reports:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/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/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/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 "
|
||
"<knowledge/powerbox>`, then type the command's name or select it from the "
|
||
"list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:218
|
||
msgid "To add static text to the report, type the text where you want it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:220
|
||
msgid ""
|
||
"For more advanced changes, you can :ref:`edit the report in the XML directly"
|
||
" <studio/pdf-reports/XML-editing>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:226
|
||
msgid "Add a field"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/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/studio/pdf_reports.rst-1
|
||
msgid "Select a related field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:236
|
||
msgid "Add a data table"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:238
|
||
msgid ""
|
||
"Data tables are used to display :ref:`relational fields "
|
||
"<studio/fields/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/studio/pdf_reports.rst:243
|
||
msgid ""
|
||
"Only relations of type `one2many` or `many2many` can be displayed as data "
|
||
"tables."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/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/studio/pdf_reports.rst-1
|
||
msgid "Add a column in a dynamic table."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:251
|
||
msgid ""
|
||
"You can then insert the :ref:`field of your choice <studio/pdf-reports/add-"
|
||
"field>` 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/studio/pdf_reports.rst-1
|
||
msgid "List of available fields for the Tag model."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/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/studio/pdf_reports.rst:262
|
||
msgid ""
|
||
"You can also add data tables by :ref:`modifying the report's XML "
|
||
"<studio/pdf-reports/XML-editing>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:265
|
||
msgid "Formatting"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/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/studio/pdf_reports.rst:0
|
||
msgid "Format text using the text editor."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:276
|
||
msgid "Editing the report's XML"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/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/studio/pdf_reports.rst:283
|
||
msgid ""
|
||
"To edit the report's XML, click :guilabel:`Edit sources` in the left pane."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:286
|
||
msgid "Examples"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/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/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/studio/pdf_reports.rst:344
|
||
msgid ""
|
||
"Cells can span multiple rows or columns. For more information, go to the "
|
||
"`Mozilla Developer Network website <https://developer.mozilla.org/en-"
|
||
"US/docs/Learn/HTML/Tables/Basics>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/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/studio/pdf_reports.rst:0
|
||
msgid "Add a Product Category column in a SO."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/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/studio/pdf_reports.rst:0
|
||
msgid "Add a data table in XML"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:407
|
||
msgid ""
|
||
"When adding tables manually, style them using `Bootstrap classes "
|
||
"<https://getbootstrap.com/docs/5.1/content/tables>`_, like the `table` class"
|
||
" included in the example above."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/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/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/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/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/studio/pdf_reports.rst:0
|
||
msgid "Output preview if there are tags."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:483
|
||
msgid "You can switch conditions using the editor to preview their output:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:0
|
||
msgid "Output preview if there are no tags."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/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/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/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 <studio/pdf-"
|
||
"reports/add-field>`), but inserting them in XML using the `t-field` "
|
||
"directive and accompanying `t-options` attributes provides better sizing and"
|
||
" positioning control."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/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/studio/pdf_reports.rst:520
|
||
msgid "The following options are available for image widgets:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/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/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/studio/pdf_reports.rst:526
|
||
msgid ""
|
||
"`class`: CSS classes applied on the `img` tag; `Bootstrap classes "
|
||
"<https://getbootstrap.com/docs/5.1/content/tables>`_ are available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:528
|
||
msgid "`alt`: alternative text of the image"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/pdf_reports.rst:529
|
||
msgid ""
|
||
"`style`: style attribute; it allows you to override styles more freely than "
|
||
"with `Bootstrap classes "
|
||
"<https://getbootstrap.com/docs/5.1/content/tables>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/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/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/studio/pdf_reports.rst:539
|
||
msgid ""
|
||
"For example, let's add a column with the product image in the quotation "
|
||
"table:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/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/studio/pdf_reports.rst:0
|
||
msgid "Add a column with the product image in the quotation table."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:3
|
||
msgid "Views"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:5
|
||
msgid ""
|
||
"Views are the interface that allows displaying the data contained in a "
|
||
":doc:`model <models_modules_apps>`. 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 <studio/views/general>`, "
|
||
":ref:`multiple records <studio/views/multiple-records>`, :ref:`timeline "
|
||
"<studio/views/timeline>`, and :ref:`reporting <studio/views/reporting>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:12
|
||
msgid ""
|
||
"To change the default view of a model, :ref:`access Studio <studio/access>`,"
|
||
" go to :guilabel:`Views`, click the :icon:`fa-ellipsis-v` "
|
||
"(:guilabel:`ellipsis`) icon next to the desired view, and click "
|
||
":guilabel:`Set as Default`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:15
|
||
msgid ""
|
||
"You can modify views using the built-in XML editor: Activate the "
|
||
":ref:`Developer mode <developer-mode>`, go to the view you want to edit, "
|
||
"select the :guilabel:`View` tab, and click :guilabel:`</> XML`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:20
|
||
msgid ""
|
||
"If you are editing a view using the XML editor, avoid making changes "
|
||
"directly to standard and inherited views, as these would be reset and lost "
|
||
"during updates or module upgrades. Always make sure you select the right "
|
||
"Studio inherited views: When you modify a view in Studio by dragging and "
|
||
"dropping a new field, for example, a specific Studio inherited view and its "
|
||
"corresponding XPath, which defines the modified part of the view, are "
|
||
"automatically generated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:30
|
||
msgid "General views"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:33
|
||
#: ../../content/applications/studio/views.rst:104
|
||
#: ../../content/applications/studio/views.rst:205
|
||
#: ../../content/applications/studio/views.rst:320
|
||
msgid ""
|
||
"The settings described below are found under the view's :guilabel:`View` tab"
|
||
" unless specified otherwise."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:39
|
||
msgid "Form"
|
||
msgstr "फार्म"
|
||
|
||
#: ../../content/applications/studio/views.rst:41
|
||
msgid ""
|
||
"The :guilabel:`Form` :icon:`fa-address-card` view is used when creating and "
|
||
"editing records, such as contacts, sales orders, products, etc."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:44
|
||
msgid ""
|
||
"To structure a form, drag and drop the :guilabel:`Tabs and Columns` element "
|
||
"found under the :guilabel:`+ Add` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:46
|
||
#: ../../content/applications/studio/views.rst:137
|
||
msgid ""
|
||
"To prevent users from creating, editing, or deleting records, untick "
|
||
":guilabel:`Can Create`, :guilabel:`Can Edit`, or :guilabel:`Can Delete`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:48
|
||
msgid ""
|
||
"To add a button, click :guilabel:`Add a button` at the top of the form, "
|
||
"enter a :guilabel:`Label`, and select the button's action:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:51
|
||
#: ../../content/applications/studio/views.rst:153
|
||
msgid ""
|
||
":guilabel:`Run a Server Action`: select the :ref:`server action "
|
||
"<reference/actions/server>` to be executed from the dropdown list;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:53
|
||
#: ../../content/applications/studio/views.rst:155
|
||
msgid ""
|
||
":guilabel:`Call a method`: specify an existing Python method already defined"
|
||
" in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:55
|
||
msgid ""
|
||
"To add a smart button, click the :icon:`fa-plus-square` (:guilabel:`plus`) "
|
||
"icon in the top-right corner of the form. Enter a :guilabel:`Label`, choose "
|
||
"an :guilabel:`Icon`, and select a :ref:`related field "
|
||
"<studio/fields/relational-fields/related-field>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:0
|
||
msgid "Sales order model's Form view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:67
|
||
msgid "Activity"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:69
|
||
msgid ""
|
||
"The :guilabel:`Activity` :icon:`fa-clock-o` view is used to schedule and "
|
||
"have an overview of activities (emails, calls, etc.) linked to records."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:73
|
||
msgid "This view can only be modified within Studio by editing the XML code."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:0
|
||
msgid "Lead/Opportunity model's Activity view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:83
|
||
msgid "Search"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:85
|
||
msgid ""
|
||
"The :guilabel:`Search` :icon:`oi-search` view is added on top of other views"
|
||
" to filter, group, and search records."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:88
|
||
msgid ""
|
||
"To add custom :guilabel:`Filters` and structure them using "
|
||
":guilabel:`Separators`, go to the :guilabel:`+ Add` tab and drag and drop "
|
||
"them under :guilabel:`Filters`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:90
|
||
msgid ""
|
||
"To add an existing field under the search dropdown menu, go to the "
|
||
":guilabel:`+ Add` tab and drag and drop it under :guilabel:`Autocompletion "
|
||
"Fields`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:0
|
||
msgid "Project model's Search view on the Kanban view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:101
|
||
msgid "Multiple records views"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:110
|
||
msgid "Kanban"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:112
|
||
msgid ""
|
||
"The :guilabel:`Kanban` :icon:`oi-view-kanban` view is often used to support "
|
||
"business flows by moving records across stages or as an alternative way to "
|
||
"display records inside *cards*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:116
|
||
msgid ""
|
||
"If the :guilabel:`Kanban` view exists, it is used by default to display data"
|
||
" on mobile devices instead of the :ref:`List view <studio/views/multiple-"
|
||
"records/list>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:119
|
||
msgid ""
|
||
"To prevent users from creating new records, untick :guilabel:`Can Create`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:120
|
||
msgid ""
|
||
"To create records directly within the view, in a minimalistic form, enable "
|
||
":guilabel:`Quick Create`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:122
|
||
#: ../../content/applications/studio/views.rst:149
|
||
msgid ""
|
||
"To set a default grouping for records, select a field under "
|
||
":guilabel:`Default Group By`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:0
|
||
msgid "Project model's Kanban view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:132
|
||
msgid "List"
|
||
msgstr "सूची"
|
||
|
||
#: ../../content/applications/studio/views.rst:134
|
||
msgid ""
|
||
"The :guilabel:`List` :icon:`oi-view-list` view is used to overview many "
|
||
"records at once, look for records, and edit simple records."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:139
|
||
msgid ""
|
||
"To create and edit records directly within the view, select either "
|
||
":guilabel:`Add record at the bottom`, :guilabel:`Add record on top` or "
|
||
":guilabel:`Open form view` under :guilabel:`When Creating Record`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:144
|
||
msgid ""
|
||
"This prevents users from opening records in :ref:`Form view "
|
||
"<studio/views/general/form>` from the :guilabel:`List` view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:147
|
||
msgid "To edit several records at once, tick :guilabel:`Enable Mass Editing`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:148
|
||
msgid ""
|
||
"To change the way records are sorted by default, select a field under "
|
||
":guilabel:`Sort By`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:150
|
||
msgid ""
|
||
"To add a button, click :guilabel:`Add a button` at the top of the list, "
|
||
"enter a :guilabel:`Label`, and select the button's action:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:158
|
||
msgid ""
|
||
"To add a :icon:`oi-draggable` (:guilabel:`drag handle`) icon to reorder "
|
||
"records manually, add an :ref:`Integer field <studio/fields/simple-"
|
||
"fields/integer>` with the :guilabel:`Handle` widget."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:0
|
||
msgid "Drag handle icon enabling to sort records manually in List view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:0
|
||
msgid "Sales order model's List view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:172
|
||
msgid "Map"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:174
|
||
msgid ""
|
||
"The :guilabel:`Map` :icon:`fa-map-marker` view is used to display records on"
|
||
" a map. For example, it is used in the Field Service app to plan an "
|
||
"itinerary between different tasks."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:178
|
||
msgid ""
|
||
"A :ref:`Many2One field <studio/fields/relational-fields/many2one>` linked to"
|
||
" the *Contact* model is required to activate the view, as the contact "
|
||
"address is used to position records on the map."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:181
|
||
msgid ""
|
||
"To select which kind of contact should be used on the map, select it under "
|
||
":guilabel:`Contact Field`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:183
|
||
msgid ""
|
||
"To hide the name or the address of the record, tick :guilabel:`Hide Name` or"
|
||
" :guilabel:`Hide Address`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:185
|
||
msgid ""
|
||
"To add information from other fields, select them under "
|
||
":guilabel:`Additional Fields`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:186
|
||
msgid ""
|
||
"To have a route suggested between the different records, tick "
|
||
":guilabel:`Enable Routing` and select which field should be used to sort "
|
||
"records for the routing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:0
|
||
msgid "Task model's Map view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:197
|
||
msgid "Timeline views"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:200
|
||
msgid ""
|
||
"When you first activate one of the timeline views, you need to select which "
|
||
":ref:`Date <studio/fields/simple-fields/date>` or :ref:`Date & Time "
|
||
"<studio/fields/simple-fields/date-time>` fields on your model should be used"
|
||
" to define when the records start and stop in order to display them on the "
|
||
"view. You can modify the :guilabel:`Start Date Field` and :guilabel:`Stop "
|
||
"Date Field` after activating the view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:211
|
||
msgid "Calendar"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:213
|
||
msgid ""
|
||
"The :guilabel:`Calendar` :icon:`fa-calendar` view is used to overview and "
|
||
"manage records inside a calendar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:216
|
||
msgid ""
|
||
"To create records directly within the view instead of opening the :ref:`Form"
|
||
" view <studio/views/general/form>`, enable :guilabel:`Quick Create`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:220
|
||
msgid ""
|
||
"This only works on specific models that can be *quick-created* using only a "
|
||
"*name*. However, most models do not support quick creation and open the "
|
||
":guilabel:`Form` view to fill in the required fields."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:224
|
||
msgid ""
|
||
"To color records on the calendar, select a field under :guilabel:`Color`. "
|
||
"All the records sharing the same value for that field are displayed using "
|
||
"the same color."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:228
|
||
msgid ""
|
||
"As the number of colors is limited, the same color can end up being assigned"
|
||
" to different values."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:231
|
||
msgid ""
|
||
"To display events lasting the whole day at the top of the calendar, select a"
|
||
" :ref:`Checkbox field <studio/fields/simple-fields/checkbox>` that specifies"
|
||
" if the event lasts the whole day."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:234
|
||
msgid ""
|
||
"To choose the default time scale used to display events, select "
|
||
":guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` "
|
||
"under :guilabel:`Default Display Mode`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:238
|
||
msgid ""
|
||
"You can also use a :guilabel:`Delay Field` to display the duration of the "
|
||
"event in hours by selecting a :ref:`Decimal <studio/fields/simple-"
|
||
"fields/decimal>` or :ref:`Integer <studio/fields/simple-fields/integer>` "
|
||
"field on the model which specifies the duration of the event. However, if "
|
||
"you set an :guilabel:`End Date Field`, the :guilabel:`Delay Field` will not "
|
||
"be taken into account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:0
|
||
msgid "Calendar Event model's Calendar view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:252
|
||
msgid "Cohort"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:254
|
||
msgid ""
|
||
"The :guilabel:`Cohort` :icon:`oi-view-cohort` view is used to examine the "
|
||
"life cycle of records over a time period. For example, it is used in the "
|
||
"Subscriptions app to view the subscriptions' retention rate."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:258
|
||
msgid ""
|
||
"To display a measure (i.e., the aggregated value of a given field) by "
|
||
"default on the view, select a :guilabel:`Measure Field`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:260
|
||
msgid ""
|
||
"To choose which time interval is used by default to group results, select "
|
||
":guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` "
|
||
"under :guilabel:`Interval`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:262
|
||
msgid ""
|
||
"To change the cohort :guilabel:`Mode`, select either :guilabel:`Retention` "
|
||
":dfn:`the percentage of records staying over a period of time, it starts at "
|
||
"100% and decreases with time` or :guilabel:`Churn` :dfn:`the percentage of "
|
||
"records moving out over a period of time - it starts at 0% and increases "
|
||
"with time`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:266
|
||
msgid ""
|
||
"To change the way the :guilabel:`Timeline` (i.e., the columns) progresses, "
|
||
"select either :guilabel:`Forward` (from 0 to +15) or :guilabel:`Backward` "
|
||
"(from -15 to 0). For most purposes, the :guilabel:`Forward` timeline is "
|
||
"used."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:0
|
||
msgid "Subscription model's Cohort view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:278
|
||
msgid "Gantt"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:280
|
||
msgid ""
|
||
"The :guilabel:`Gantt` :icon:`fa-tasks` view is used to forecast and examine "
|
||
"the overall progress of records. Records are represented by a bar under a "
|
||
"time scale."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:283
|
||
msgid ""
|
||
"To prevent users from creating or editing records, untick :guilabel:`Can "
|
||
"Create` or :guilabel:`Can Edit`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:285
|
||
msgid ""
|
||
"To fill cells in gray whenever a record should not be created there (e.g., "
|
||
"on weekends for employees), tick :guilabel:`Display Unavailability`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:289
|
||
msgid ""
|
||
"The underlying model must support this feature, and support for it cannot be"
|
||
" added using Studio. It is supported for the Project, Time Off, Planning, "
|
||
"and Manufacturing apps."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:292
|
||
msgid "To show a total row at the bottom, tick :guilabel:`Display Total row`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:293
|
||
msgid ""
|
||
"To collapse multiple records in a single row, tick :guilabel:`Collapse First"
|
||
" Level`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:294
|
||
msgid ""
|
||
"To choose which way records are grouped by default on rows (e.g., per "
|
||
"employee or project), select a field under :guilabel:`Default Group by`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:296
|
||
msgid ""
|
||
"To define a default time scale to view records, select :guilabel:`Day`, "
|
||
":guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` under "
|
||
":guilabel:`Default Scale`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:298
|
||
msgid ""
|
||
"To color records on the view, select a field under :guilabel:`Color`. All "
|
||
"the records sharing the same value for that field are displayed using the "
|
||
"same color."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:302
|
||
msgid ""
|
||
"As the number of colors is limited, the same color can be assigned to "
|
||
"different values."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:304
|
||
msgid ""
|
||
"To specify with which degree of precision each time scale should be divided "
|
||
"by, select :guilabel:`Quarter Hour`, :guilabel:`Half Hour`, or "
|
||
":guilabel:`Hour` under :guilabel:`Day Precision`, :guilabel:`Half Day` or "
|
||
":guilabel:`Day` under :guilabel:`Week Precision`, and :guilabel:`Month "
|
||
"Precision`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:0
|
||
msgid "Planning Shift model's Gantt view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:317
|
||
msgid "Reporting views"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:326
|
||
msgid "Pivot"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:328
|
||
msgid ""
|
||
"The :guilabel:`Pivot` :icon:`oi-view-pivot` view is used to explore and "
|
||
"analyze the data contained in records in an interactive manner. It is "
|
||
"especially useful to aggregate numeric data, create categories, and drill "
|
||
"down the data by expanding and collapsing different levels of data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:332
|
||
msgid ""
|
||
"To access all records whose data is aggregated under a cell, tick "
|
||
":guilabel:`Access records from cell`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:334
|
||
msgid ""
|
||
"To divide the data into different categories, select field(s) under "
|
||
":guilabel:`Column grouping`, :guilabel:`Row grouping - First level`, or "
|
||
":guilabel:`Row grouping - Second level`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:336
|
||
msgid ""
|
||
"To add different types of data to be measured using the view, select a field"
|
||
" under :guilabel:`Measures`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:338
|
||
msgid ""
|
||
"To display a count of records that made up the aggregated data in a cell, "
|
||
"tick :guilabel:`Display count`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:0
|
||
msgid "Purchase Report model's Pivot view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:349
|
||
msgid "Graph"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:351
|
||
msgid ""
|
||
"The :guilabel:`Graph` :icon:`fa-area-chart` view is used to showcase data "
|
||
"from records in a bar, line, or pie chart."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:354
|
||
msgid ""
|
||
"To change the default chart, select :guilabel:`Bar`, :guilabel:`Line`, or "
|
||
":guilabel:`Pie` under :guilabel:`Type`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:356
|
||
msgid ""
|
||
"To choose a default data dimension (category), select a field under "
|
||
":guilabel:`First dimension` and, if needed, another under :guilabel:`Second "
|
||
"dimension`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:358
|
||
msgid ""
|
||
"To select a default type of data to be measured using the view, select a "
|
||
"field under :guilabel:`Measure`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:360
|
||
msgid ""
|
||
"*For Bar and Line charts only*: To sort the different data categories by "
|
||
"their value, select :guilabel:`Ascending` (from lowest to highest value) or "
|
||
":guilabel:`Descending` (from highest to lowest) under :guilabel:`Sorting`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:363
|
||
msgid ""
|
||
"*For Bar and Pie charts only*: To access all records whose data is "
|
||
"aggregated under a data category on the chart, tick :guilabel:`Access "
|
||
"records from graph`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:365
|
||
msgid ""
|
||
"*For Bar charts only*: When using two data dimensions (categories), display "
|
||
"the two columns on top of each other by default by ticking "
|
||
":guilabel:`Stacked graph`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/studio/views.rst:0
|
||
msgid "Sales Analysis Report model's Bar chart on Graph view"
|
||
msgstr ""
|