2462d28218
task-4278043
closes odoo/documentation#11941
X-original-commit: 5cb47dcc92
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Siobhan McGonigle (mcsi) <mcsi@odoo.com>
70 lines
2.6 KiB
ReStructuredText
70 lines
2.6 KiB
ReStructuredText
=========
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Templates
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=========
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Spreadsheet templates allow you to quickly create spreadsheets without starting from scratch. For
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example, you could create a template for a monthly budget report or a quarterly sales commission
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report.
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.. note::
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Templates are available to all users on the database.
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.. _spreadsheet/templates/create:
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Create a template
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=================
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Any spreadsheet can be saved as a template. Open the relevant spreadsheet or :ref:`create a new one
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<documents/documents/spreadsheet>`. From the menu bar, click :menuselection:`File -->
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Save as template`. Modify the default :guilabel:`Template Name` if needed and click
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:guilabel:`Confirm`.
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.. important::
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Once a spreadsheet is saved as a template, any further changes to the open spreadsheet are
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saved only in that spreadsheet. To make changes to the template, you need to :ref:`edit
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the template <spreadsheet/templates/manage>`.
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You can also create a template by :ref:`making a copy of an existing template and editing it
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<spreadsheet/templates/manage>`.
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.. _spreadsheet/templates/use:
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Use templates
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=============
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To create a new spreadsheet using a template, open the Documents app and click
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:menuselection:`New --> Spreadsheet`. Select the relevant template and click :guilabel:`Create`.
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Alternatively, go to :menuselection:`Documents --> Configuration --> Spreadsheet Templates` then,
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on the line of the relevant template, click :icon:`fa-plus` :guilabel:`New spreadsheet`.
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.. note::
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By default, the new spreadsheet inherits the name of the template, which is shown at the top of
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the screen. To rename the spreadsheet, click the name and edit it.
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.. _spreadsheet/templates/manage:
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Manage and edit templates
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=========================
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Manage templates by going to :menuselection:`Documents --> Configuration --> Spreadsheet Templates`.
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Remove the :guilabel:`My Templates` :ref:`filter <search/preconfigured-filters>` to view all
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templates in the database.
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Various actions are possible:
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- Copy an existing template by clicking :icon:`fa-clone` :guilabel:`Make a copy` at the right of
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the screen. The new template appears at the bottom of the list. Click the :guilabel:`Name` to
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edit it.
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- Edit an existing template (including one you just copied) by clicking :icon:`fa-pencil`
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:guilabel:`Edit`, then making the required changes. Modifications are
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automatically saved.
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- Delete a template by ticking the checkbox next to it, clicking :icon:`fa-cog`
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:guilabel:`Actions`, then :guilabel:`Delete`.
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.. tip::
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Use the download button under the :guilabel:`Spreadsheet file` column to export a template in
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JSON format. The file can be imported into another database.
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