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7.0 KiB
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191 lines
7.0 KiB
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:banner: banners/discuss.jpg
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=======
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Discuss
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=======
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Overview
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========
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Odoo Discuss is an easy to use messaging app for teams that brings all
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your organization's communication into one place and seamlessly
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integrates with the Odoo platform. Discuss lets you send and receive
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messages from wherever you are in Odoo as well as manage your messages
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and notifications easily from within the app. Discuss allows you to
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create **channels** for team chats, conversations about projects,
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meeting coordination, and more in one simple and searchable
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interface.
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.. image:: media/discuss01.png
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:align: center
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Communicating with Your Team Using Channels
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===========================================
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You can use **channels** to organize discussions between individual
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teams, departments, projects, or any other group that requires regular
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communication. By having conversations that everyone in the channel can
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see, it's easy to keep the whole team in the loop with the latest
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developments.
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Creating a Channel
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------------------
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In Discuss there are two types of channels - **public** and
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**private**.
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A **public channel** can only be created by an administrator with
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write privileges and can be seen by everyone in the organization. By
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contrast, a **private channel** can be created by any user and by
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default is only visible to users who have been invited to this
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channel.
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.. note::
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A public channel is best used when many employees need to
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access information (such as interdepartmental communication or
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company announcements), whereas a private channel should be used
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whenever information should be limited to specific users/employees
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(such as department specific or sensitive information).
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Configuring a Channel
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---------------------
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You can configure a channel's name, description, access rights,
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automatic subscription, and emailing from
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:menuselection:`#channel-name --> Settings`.
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Changing channel access rights allows
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you to control which groups can view each channel. You can make a
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channel visible by all users, invited users, or users within a
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selected user group. Note that allowing "Everyone" to follow a
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private channel will let other users view and join it as they would
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a public channel.
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.. image:: media/discuss02.png
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:align: center
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How To Set Up a Mailing List
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----------------------------
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A channel can be configured to behave as a mailing list. From within
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:menuselection:`#channel-name --> Settings`, define the email you would like to use.
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Users can then post to the channel and choose to receive
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notifications using the defined email address. An envelope icon will
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appear next to the channel name in the list to indicate that a
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channel will send messages by email.
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Locating a Channel
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------------------
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If you do not see a channel on your dashboard, you can search the
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list of **public channels** to locate the correct channel or create
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a new channel by clicking the plus icon.
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.. image:: media/discuss03.png
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:align: center
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You can also click the **CHANNELS** heading to browse a list of all
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public channels. This allows the user to manually **join** and
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**leave** public channels from a single screen.
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.. note::
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It is always wise to search for a channel before creating a new
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one to ensure that duplicate entries are not created for the same topic.
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Monitoring Your Messages Using the Inbox
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========================================
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.. image:: media/discuss04.png
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:align: center
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Use the **inbox** to monitor updates and progress on everything you do
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in Odoo. Notifications from everything you follow and conversations in
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which you are mentioned appear in your inbox.
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.. image:: media/discuss05.png
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:align: center
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Marking an item with a check sets the message to **read** and removes it
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from your inbox. If you would like to save an item for future reference
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or action, mark it with a star to add it to the **Starred** box. You can
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star any message or notification in Discuss or any of the item-specific
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chatters throughout Odoo to keep tabs on it here.
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Sending Emails
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--------------
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You can **send emails** from the inbox of Odoo Discuss. In addition
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to the usual email features, you can select a template that you have
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already created, or create one on the fly and save it for later use.
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Grabbing Attention with Direct Messages and Mentions
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====================================================
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You can **mention** a user in a channel or chatter by typing
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**@user-name**. Mentioning a user in the chatter will set them as a
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follower of the item (if they are not already) and send a message to
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their inbox. The item containing the mention will also be bolded in the
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list view. Mentioning a user in a channel will send a message to their
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inbox. You cannot mention a user in a channel who is not subscribed to
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the channel. Typing **#channel-name** will provide a link to the
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mentioned channel in either a chatter or another channel.
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Direct Messaging a User
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-----------------------
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**Direct messages** are private messages viewable only by the sender
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and recipient. You can send direct messages to other users from
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within the Discuss module by creating a new conversation or
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selecting an existing one from the sidebar. Direct messages can be
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sent from anywhere in Odoo using the speech bubble icon in the top
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bar. The online status of other users is displayed to the left of
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their name. A **green dot** indicates that a user is Online, an
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**orange dot** that they are Idle, and a **grey dot** that they are
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offline.
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Desktop Notifications from Discuss
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----------------------------------
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You can choose to see **desktop notifications** when you receive a
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new direct message. The notification shows you the sender and a
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brief preview of the message contents. These can be configured or
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disabled by clicking on the gear icon in the corner of the
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notification..
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.. image:: media/discuss06.png
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:align: center
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Tracking Important Topics, Projects, and Conversations
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======================================================
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You can keep track of virtually any object in Odoo, such as a Task or
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Quotation, by **following** it. An item can be followed from the item
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view, just above the chatter.
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.. image:: media/discuss07.png
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:align: center
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You can choose which types of events to follow, with the depending on
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the type of item. The example below shows the options available when
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following a **task** in the **Projects** **Module**.
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.. image:: media/discuss08.png
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:align: center
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You can invite other users and add channels as followers. Adding a
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channel as a follower will send messages posted in the chatter to the
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channel with a link back to the original document.
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.. image:: media/discuss09.png
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:align: center
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.. image:: media/discuss10.png
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:align: center
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Using Filters to Navigate within Discuss
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========================================
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The topbar search provides access to the same comprehensive search
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function present in the rest of Odoo. You can apply multiple **filter
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criteria** and **save filters** for later use. The search function
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accepts wildcards by using the underscore character "\ **\_**\ " to
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represent a **single character wildcard.**
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