62a362f30a
closes odoo/documentation#4150
X-original-commit: d53ba8c7e2
Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
4698 lines
223 KiB
Plaintext
4698 lines
223 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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#, fuzzy
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo saas-16.1\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2023-04-13 08:42+0000\n"
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"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
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"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
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"Language-Team: LANGUAGE <LL@li.org>\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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#: ../../content/applications/productivity.rst:5
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msgid "Productivity"
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msgstr ""
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#: ../../content/applications/productivity/calendar.rst:5
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#: ../../content/applications/productivity/studio/views.rst:201
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msgid "Calendar"
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:3
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msgid "Google Calendar synchronization"
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:5
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msgid "Synchronize Google Calendar with Odoo to see and manage meetings from both platforms (updates go in both directions). This integration helps organize your schedule so you never miss a meeting."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:9
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msgid ":doc:`/applications/general/auth/google`"
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:10
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msgid ":doc:`/administration/maintain/google_oauth`"
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:13
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msgid "Setup in Google"
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:16
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msgid "Enable Google Calendar API"
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:18
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msgid "Begin by creating a new Google API project and enabling the Google Calendar API. Then, go to the `Google API Console <https://console.developers.google.com>`_ and log into your Google account."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:22
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msgid "If this is your first time visiting this page, Google will prompt you to enter a country and agree to the Terms of Service. Select a country from the drop-down list and agree to the :abbr:`ToS (Terms of Service)`."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:26
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msgid "Next, click :guilabel:`Select a project` and select or create an API project to store credentials."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:-1
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msgid "Create a new API project to store credentials."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:33
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msgid "Give the API Project a clear name like \"Odoo Sync\" so you can easily find it."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:35
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msgid "Then, open the API Project and click :guilabel:`Enable APIs and Services`."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:-1
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msgid "Enable APIs and Services on the API Project."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:41
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msgid "After that, search for *Google Calendar API* using the search bar and select :guilabel:`Google Calendar API` from the search results. Click :guilabel:`Enable`."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:-1
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msgid "Enable the Google Calendar API."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:49
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msgid "Create credentials"
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:51
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msgid "Now that you have created your API project and enabled the Google Calendar API, you need to create credentials. Begin by clicking :guilabel:`Create Credentials`. Google will then guide you through four steps to create your API credentials."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:55
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msgid "In the first step, :guilabel:`Credential Type`, select the :guilabel:`Google Calendar API` and :guilabel:`User Data` options. Then, click :guilabel:`Next`."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:-1
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msgid "Select Google Calendar API and User Data for the Credential Type."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:62
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msgid "In the second step, :guilabel:`OAuth Consent Screen`, type *Odoo* in the :guilabel:`App name` field, select your email address for the :guilabel:`User support email` field, and type your email address for the :guilabel:`Developer contact information` section. Then, click :guilabel:`Save and Continue`."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:67
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msgid "Skip the third step, :guilabel:`Scopes`, by clicking :guilabel:`Save and Continue`."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:69
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msgid "In the last step, :guilabel:`OAuth Client ID`, select :guilabel:`Website application` for the :guilabel:`Application Type` field and type *My Odoo Database* for the :guilabel:`Name`."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:72
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msgid "Under the :guilabel:`Authorized JavaScript Origins` section, click :guilabel:`+ Add URI` and type your company's Odoo URL address."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:75
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msgid "Under the :guilabel:`Authorized redirect URIs` section, click :guilabel:`+ Add URI` and type your company's Odoo URL address followed by */google_account/authentication*. Finally, click :guilabel:`Create` and :guilabel:`Done`."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:-1
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msgid "Add the authorized JavaScript origins and the authorized redirect URIs."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:83
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msgid "After successfully creating a new API project, enabling the Google Calendar API, and generating the Google Calendar API credentials, you should now have a Client ID and Client Secret."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:87
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msgid "Client ID & Client Secret"
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:89
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msgid "The **Client ID** and the **Client Secret** are both needed to connect Google Calendar to Odoo. Find the Client ID and the Client Secret by opening the Google Cloud Platform navigation menu and going to :menuselection:`API & Services --> Credentials --> OAuth 2.0 Client IDs`."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:93
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msgid "Next, locate the credentials you just created for the Google Calendar API. Then, click on :guilabel:`Edit OAuth Client` (the pencil icon). The page will redirect to the edit page, where you can view the Client ID and the Client Secret."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:-1
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msgid "Click Edit OAuth Client to view the credential details."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:102
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msgid "Setup in Odoo"
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:104
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msgid "Once the Client ID and the Client Secret are located, open the Odoo database and go to :menuselection:`Settings --> General Settings --> Integrations --> Google Calendar`. Check the box next to :guilabel:`Google Calendar`."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:-1
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msgid "The Google Calendar checkbox in General Settings."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:112
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msgid "Next, copy and paste the Client ID and the Client Secret from the Google Calendar API Credentials page into their respective fields below the :guilabel:`Google Calendar` checkbox. Then, click :guilabel:`Save`."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:116
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msgid "Finally, open the Calendar module in Odoo and click on the :guilabel:`Google` sync button to sync Google Calendar with Odoo."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:-1
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msgid "Click the Google sync button in Odoo Calendar to sync Google Calendar with Odoo."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:124
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msgid "The first time you sync your Google Calendar with Odoo, the page will redirect to your Google Account. Click :guilabel:`OK` and :guilabel:`Allow` to authorize Odoo to access Google Calendar."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:-1
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msgid "Give Odoo permission to access Google Calendar."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:131
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msgid "Now, Odoo Calendar is successfully synced with Google Calendar!"
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:-1
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msgid "Successfully sync between Odoo and Google Calendar."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:3
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msgid "Outlook Calendar synchronization"
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:5
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msgid "Synchronizing a user's Outlook Calendar with Odoo is useful for keeping track of their tasks and appointments across all related applications."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:9
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msgid ":doc:`/applications/general/auth/azure`"
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:10
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msgid ":doc:`/administration/maintain/azure_oauth`"
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:13
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msgid "Register the application with Microsoft Azure"
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:15
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msgid "To sync the Outlook Calendar with Odoo's Calendar, a Microsoft Azure account is needed. Creating an account is free for users who have never tried or paid for Azure. For more information, `click here <https://azure.microsoft.com/en-us/free/?WT.mc_id=A261C142F>`_."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:19
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msgid "Refer to `Microsoft's documentation <https://docs.microsoft.com/en-us/azure/active-directory/ develop/quickstart-create-new-tenant>`_ on how to set up an Azure AD Tenant (also called an *environment*), which is a representation of an organization to manage and register apps."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:23
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msgid "Then, `Register an Application <https://docs.microsoft.com/en-us/azure/active-directory/develop/ quickstart-register-app>`_, choosing the appropriate :guilabel:`Supported account type`. Users who wish to connect their Outlook calendar to Odoo should select the :guilabel:`Accounts in any organizational directory (Any Azure AD directory - Multitenant) and personal Microsoft accounts (e.g. Skype, Xbox)` option for :guilabel:`Supported account types`."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:29
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msgid "When configuring the :guilabel:`Redirect URI`, choose :guilabel:`Web` and copy the Odoo database URI (URL) followed by `/microsoft_account/authentication`."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:33
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msgid "Enter `https://www.companyname.odoo.com/microsoft_account/authentication` for the :guilabel:`Redirect URI`."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:-1
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msgid "The \"Supported account type\" and \"Redirect URI\" settings in the Microsoft Azure AD portal."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:40
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msgid "For more information on the restrictions and limitations of URIs, `check this page <https://docs. microsoft.com/en-us/azure/active-directory/develop/reply-url>`_."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:43
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msgid "Regarding the application credentials, the user *must* add a client secret, which allows Odoo to authenticate itself, requiring no interaction from the user's side. :guilabel:`Certificates` are optional."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:47
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msgid "To do add a client secret, click :guilabel:`Add a certificate or secret` and then click :guilabel:`New client secret`. Next, type a :guilabel:`Description` and select when the client secret :guilabel:`Expires`."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:51
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msgid "Since resetting the synchronization can be tricky, Odoo recommends setting the maximum allowed expiration date for the client secret (24 months), so there is no need to re-synchronize soon. Finally, click :guilabel:`Add` to generate the client secret (:guilabel:`Secret ID`)."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:56
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msgid "Configuration in Odoo"
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:58
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msgid "In the Odoo database, go to :menuselection:`Settings --> General Settings --> Integrations` and activate the :guilabel:`Outlook Calendar` setting."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:-1
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msgid "The \"Outlook Calendar\" setting activated in Odoo."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:65
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msgid "From the Microsoft Azure portal, under the :guilabel:`Overview` section of the application, copy the :guilabel:`Application (Client) ID`, and paste it into the :guilabel:`Client ID` field in Odoo."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:-1
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msgid "The \"Client ID\" in the Microsoft Azure portal."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:72
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msgid "In the Microsoft Azure portal, under the :guilabel:`Certificates & secrets` section, copy the :guilabel:`Client Secret Value` and paste it into the :guilabel:`Client Secret` field in Odoo."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:-1
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msgid "The \"Client Secret\" token to be copied from Microsoft to Odoo."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:79
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msgid "Finally, on the Odoo :menuselection:`Settings --> General Settings` page, click :guilabel:`Save`."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:84
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msgid "Sync with Outlook"
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:88
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msgid "Odoo highly recommends testing the Outlook calendar synchronization on a test database and a test email address (that is not used for any other purpose) before attempting to sync the desired Outlook Calendar with the user's production database."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:92
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msgid "If the user has any past, present, or future events on their Odoo calendar before syncing their Outlook calendar, Outlook will treat the events pulled from Odoo's calendar during the sync as new events, causing an email notification to be sent from Outlook to all the event attendees."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:96
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msgid "To avoid unwanted emails being sent to all past, present, and future event attendees, the user must add the events from the Odoo calendar to the Outlook calendar before the first ever sync, delete the events from Odoo, and then start the sync."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:100
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msgid "Even after synchronizing the Odoo Calendar with the Outlook calendar, Outlook will still send a notification to all event participants every time an event is edited (created, deleted, unarchived, or event date/time changed), with no exceptions. This is a limitation that cannot be fixed from Odoo's side."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:105
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msgid "After one user syncs their Outlook calendar to the Odoo database, unwanted email notifications are unavoidable because the first synchronized user's events will be in the Odoo Calendar. If the Odoo database is shared amongst multiple users, and another user wants to sync their Outlook calendar with Odoo Calendar, Outlook will again pull the existing Odoo Calendar events during the sync and treat them as new events, causing Outlook to send email invitations to all event attendees."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:112
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msgid "In summary, once a user synchronizes their Outlook calendar with the Odoo calendar:"
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:114
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msgid "Creating an event in Odoo causes Outlook to send an invitation to all event attendees."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:115
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msgid "Deleting an event in Odoo causes Outlook to send a cancellation to all event attendees."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:116
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msgid "Unarchiving an event in Odoo causes Outlook to send an invitation to all event attendees."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:117
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msgid "Archiving an event in Odoo causes Outlook to send a cancellation to all event attendees."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:118
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msgid "Adding a contact to an event causes Outlook to send an invitation to all event attendees."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:119
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msgid "Removing a contact from an event causes Outlook to send a cancellation to all event attendees."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:122
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msgid "Sync Odoo Calendar and Outlook"
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:124
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msgid "In the Odoo database, go to the :guilabel:`Calendar` module and click the :guilabel:`Outlook` sync button. The page will redirect to a Microsoft login page, and the user is asked to log in to their account, if they are not already, and grant the required permissions."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:-1
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msgid "The \"Outlook\" sync button in Odoo Calendar."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:132
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msgid "The synchronization is a two-way process, meaning that events are reconciled in both accounts (Outlook and Odoo)."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:136
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msgid "All users that want to use the synchronization simply need to :ref:`sync their calendar with Outlook <outlook/sync>`. The configuration of Microsoft's Azure account is only done once, as Azure AD tenants' Client IDs and Client Secrets are unique, and represent an organization that helps the user to manage a specific instance of Microsoft cloud services for their internal and external users."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:143
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msgid ":doc:`../mail_plugins/outlook`"
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:144
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msgid ":doc:`google`"
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msgstr ""
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#: ../../content/applications/productivity/discuss.rst:8
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msgid "Discuss"
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msgstr ""
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#: ../../content/applications/productivity/discuss/advanced.rst:5
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msgid "Advanced"
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msgstr ""
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#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:3
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msgid "Configure ICE servers with Twilio"
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msgstr ""
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#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:5
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msgid "Odoo Discuss uses WebRTC API and peer-to-peer connections for voice and video calls. If one of the call attendees is behind a symmetric NAT, you need to configure an ICE server to establish a connection to the call attendee. To set up an ICE server, first, create a Twilio account for video calls, and then, connect that Twilio account to Odoo."
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msgstr ""
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#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:11
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msgid "Create a Twilio account"
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msgstr ""
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#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:13
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msgid "First, go to `Twilio <https://www.twilio.com_>`_ and click :guilabel:`Sign up` to create a new Twilio account. Next, enter your name and email address, create a password, and accept Twilio's terms of service. Then, click :guilabel:`Start your free trial`. Verify your email address with Twilio, as per their instructions."
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msgstr ""
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#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:18
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msgid "Next, enter your phone number into Twilio. Then, Twilio will send you an SMS text message containing a verification code. Enter the verification code into Twilio to verify your phone number."
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msgstr ""
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#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:22
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msgid "After that, Twilio redirects to a welcome page. Use the following list to answer Twilio's questions:"
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msgstr ""
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#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:25
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msgid "For :guilabel:`Which Twilio product are you here to use?`, select :guilabel:`Video`."
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msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:26
|
||
msgid "For :guilabel:`What do you plan to build with Twilio?`, select :guilabel:`Other`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:27
|
||
msgid "For :guilabel:`How do you want to build with Twilio?`, select :guilabel:`With no code at all`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:28
|
||
msgid "For :guilabel:`What is your goal today?`, select :guilabel:`3rd party integrations`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:-1
|
||
msgid "The Twilio welcome page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:34
|
||
msgid "If necessary, change the billing country. Finally, click :guilabel:`Get Started with Twilio`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:37
|
||
msgid "Locate the Twilio Account SID and Auth Token"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:39
|
||
msgid "To locate the Account SID and Auth Token, go to the Twilio account dashboard. Then, click :guilabel:`Develop` on the sidebar. In the :guilabel:`Account Info` section, locate the :guilabel:`Account SID` and the :guilabel:`Auth Token`. Both of these are needed to connect Twilio to Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:-1
|
||
msgid "The Twilio Account SID and Auth Token can be found uner the Account Info section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:49
|
||
msgid "Connect Twilio to Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:51
|
||
msgid "Open the Odoo database and go to :menuselection:`Settings --> General Settings --> Discuss`. Check the box next to :guilabel:`Use Twilio ICE servers` and enter the Twilio account's :guilabel:`Account SID` and :guilabel:`Auth Token`. Finally, click :guilabel:`Save` to apply these changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:-1
|
||
msgid "Enable the \"Use Twilio ICE servers\" option in Odoo General Settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:61
|
||
msgid "Define a list of custom ICE servers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:63
|
||
msgid "This step is not required for the Twilio configuration. However, if Twilio is not configured or is not working at any given moment, Odoo will fall back on the custom ICE servers list. The user must define the list of custom ICE servers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:67
|
||
msgid "In :menuselection:`Settings --> General Settings --> Discuss`, click the :guilabel:`ICE Servers` button under :guilabel:`Custom ICE server list`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:-1
|
||
msgid "The \"ICE Servers\" button in Odoo General Settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:74
|
||
msgid "Odoo will redirect to the :guilabel:`ICE servers` page. Here you can define your own list of ICE servers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:-1
|
||
msgid "The \"ICE servers\" page in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview.rst:5
|
||
msgid "Overview"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/get_started.rst:3
|
||
msgid "Get Started with Discuss"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/get_started.rst:5
|
||
msgid "Discuss allows you to bring all of your company’s communication together through messages, notes, and chat. Share information, projects, files, prioritize tasks, and stay connected with colleagues and partners throughout applications. Forge better relationships, increase productivity and transparency by promoting a convenient way of communicating."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/get_started.rst:13
|
||
msgid "Choose your notifications preference"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/get_started.rst:15
|
||
msgid "Access your *Preferences* and choose how you would like your notifications to be handled."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/get_started.rst:-1
|
||
msgid "View of the preferences page for Odoo Discuss"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/get_started.rst:23
|
||
msgid "By default, the field is set as *Handle by Emails* making messages, notes, and notifications where you were mentioned or that you follow, to be sent through email. By choosing *Handle in Odoo*, they are shown in the *Inbox*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/get_started.rst:24
|
||
msgid "Messages can then be *Marked as Todo*, *Replied*, or *Marked as Read*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/get_started.rst:-1
|
||
msgid "View of an inbox message and its action options in Odoo Discuss"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/get_started.rst:30
|
||
msgid "The messages tagged as *Mark as Todo* are also shown in *Starred*, while the ones *Marked as Read* are moved to *History*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/get_started.rst:-1
|
||
msgid "View of messages marked as todo in Odoo Discuss"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/get_started.rst:38
|
||
msgid "Start Chatting"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/get_started.rst:40
|
||
msgid "The first time you log in to your account, OdooBot sends you a message asking for permission to receive desktop notifications to chats. If accepted, you receive push notifications to the messages sent to you despite of where you are in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/get_started.rst:-1
|
||
msgid "View of the messages under the messaging menu emphasizing the request for push\n"
|
||
"notifications for Odoo Discuss"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/get_started.rst:50
|
||
msgid "To stop receiving desktop notifications, reset the notifications settings of your browser."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/get_started.rst:52
|
||
msgid "To start a chat, click on *New Message* on the *Messaging Menu*, or go to *Discuss* and send a *Direct Message*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/get_started.rst:-1
|
||
msgid "View of discuss’s panel emphasizing the titles channels and direct messages in Odoo Discuss"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/get_started.rst:60
|
||
msgid "You can also create :doc:`public and private channels <team_communication>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/get_started.rst:63
|
||
msgid "Mentions in the chat and on the Chatter"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/get_started.rst:66
|
||
msgid "To mention a user within a chat or the chatter type *@user-name*; to refer to a channel, type *#channel-name*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/get_started.rst:68
|
||
msgid "A notification is sent to the user mentioned either to his *Inbox* or through email, depending on his settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/get_started.rst:-1
|
||
msgid "View of a couple of chat window messages for Odoo Discuss"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/get_started.rst:75
|
||
msgid "When a user is mentioned, the search list (list of names) suggests values first based on the task’s followers, and secondly on *Employees*. If the record being searched does not match with either a follower or employee, the scope of the search becomes all partners."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/get_started.rst:80
|
||
msgid "Chat status"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/get_started.rst:82
|
||
msgid "It is helpful to see what colleagues are up to and how quickly they can respond to messages by checking their *Status*. The status is shown on the left side of a contact’s names on Discuss’ sidebar and on the *Messaging menu*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/get_started.rst:86
|
||
msgid "Green = online"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/get_started.rst:87
|
||
msgid "Orange = away"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/get_started.rst:88
|
||
msgid "White = offline"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/get_started.rst:89
|
||
msgid "Airplane = out of the office"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/get_started.rst:-1
|
||
msgid "View of the contacts’ status for Odoo Discuss"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/get_started.rst:97
|
||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:65
|
||
msgid ":doc:`team_communication`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/get_started.rst:98
|
||
msgid ":doc:`/applications/general/email_communication/email_servers`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:3
|
||
msgid "Get Organized by Planning Activities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:5
|
||
msgid "When you plan activities you minimize the risk of uncertainties, as you provide clear directions for the course of your next action. In addition to that, you do not leave space for wasteful activities and reduce the chance of having overlapping actions between team members."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:10
|
||
msgid "Where do I see my schedule activities?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:12
|
||
msgid "Access and manage your activities wherever you are in Odoo by the *Activities* menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:-1
|
||
msgid "View of crm leads page emphasizing the activities menu for Odoo Discuss"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:20
|
||
msgid "Plan activities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:22
|
||
msgid "Activities can be planned and managed from the chatter by clicking on *Schedule activity*, or through Kanban views."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:-1
|
||
msgid "View of crm leads and the option to schedule an activity for Odoo Discuss"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:31
|
||
msgid "Set your activity types"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:33
|
||
msgid "A number of activities types are available by default in Odoo (call, email, meeting, etc.). However, you can set new ones going to :menuselection:`Settings --> Activity types`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:-1
|
||
msgid "View of the settings page emphasizing the menu activity types for Odoo Discuss"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:42
|
||
msgid "If you need to create an activity type with an available calendar, make sure to create it with an *Action to Perform* set as *Meeting*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:46
|
||
msgid "Recommend next activities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:48
|
||
msgid "Odoo helps you to plan a flow of activities by allowing you to set *Recommended Next Activities*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:-1
|
||
msgid "View of an activity type form emphasizing the field recommended next activities for Odoo\n"
|
||
"Discuss"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:55
|
||
msgid "Once the respective activity is completed, select *Done & Schedule Next* and next steps are suggested to you."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:-1
|
||
msgid "View of an activity being schedule emphasizing the recommended activities field being\n"
|
||
"shown for Odoo Discuss"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:64
|
||
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:115
|
||
msgid ":doc:`get_started`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:3
|
||
msgid "Efficiently Communicate Using Channels"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:5
|
||
msgid "You can use channels to organize discussions between individual teams, departments, projects, or any other group that requires regular communication. This way, you keep everyone in the loop updated with the latest developments."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:10
|
||
msgid "Public and Private channels"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:12
|
||
msgid "A *Public* channel can be seen by everyone, while a *Private* one is only visible to users invited to it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:-1
|
||
msgid "View of discuss’s sidebar and a channel being created in Odo Discuss"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:21
|
||
msgid "A public channel is best used when many employees need to access information (such as company announcements), whereas a private channel could be used whenever information should be limited to specific groups (such as a specific department)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:26
|
||
msgid "Configuration options"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:28
|
||
msgid "You can configure a channel’s name, description, email alias, and privacy by clicking on the *Channel Settings* icon on the sidebar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:-1
|
||
msgid "View of a channel’s settings form in Odoo Discuss"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:36
|
||
msgid "Privacy and Members"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:40
|
||
msgid "Changing *Who can follow the group’s activities?* allows you to control which groups can have access to the channel. Note that allowing *Everyone* to follow a private channel lets other users view and join it, as they would a public one."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:42
|
||
msgid "If you choose *Invited people only*, go to the *Members* tab to add your members, or, go to Discuss’ main page, select the channel and click on *Invite*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:-1
|
||
msgid "View of Discuss’ sidebar emphasizing the option to invite members in Odoo Discuss"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:49
|
||
msgid "For *Selected group of users*, the option *Auto Subscribe Groups* automatically add its members as followers. In other words, while *Authorized Groups* limits which users can access the channel, *Auto Subscribe Groups* automatically adds the user as a member as long as they are part of the group."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:55
|
||
msgid "Use a channel as a mailing list"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:57
|
||
msgid "Choosing to *Send messages by email* configures the channel to behave as a mailing list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:59
|
||
msgid "Enabling this option allows you to *Moderate this channel*, meaning that messages will need to be approved before being sent."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:-1
|
||
msgid "View of a message with a pending moderation status in Odoo Discuss"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:66
|
||
msgid "Under the *Moderation* tab choose as many moderators as you need, and if you would like them to receive an *Automatic notification*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:67
|
||
msgid "Mark *Send guidelines to new subscribers* to automatically send instructions to newcomers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:-1
|
||
msgid "View of a channel’s settings form emphasizing the tab moderation in Odoo Discuss"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:73
|
||
msgid "Moderators can: *Accept*, *Reject*, *Discard*, *Always Allow* or *Ban* messages."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:-1
|
||
msgid "View of a message to be moderated in Odoo Discuss"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:80
|
||
msgid "Members of a mailing channel receive messages through email regardless of their :doc:`notification preference <get_started>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:83
|
||
msgid "Once a channel is moderated, the menu *Ban List* allows you to add email addresses per moderated channel to auto-ban them from sending messages."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:-1
|
||
msgid "View of a channel’s setting form emphasizing the ban Lists menu in Odoo Discuss"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:91
|
||
msgid "Quick search bar"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:93
|
||
msgid "Once at least 20 channels, direct message and live chat conversations (if the module is installed on your database) are pinned in the sidebar, a *Quick search…* bar is displayed. It is a clever way to filter conversations and quickly find the one you need."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:-1
|
||
msgid "View of the Discuss’ sidebar emphasizing the quick search bar in Odoo Discuss"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:103
|
||
msgid "Finding channels"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:106
|
||
msgid "Click on *Channels* (on the sidebar), browse through the list of public channels, and join or leave them from a single screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:108
|
||
msgid "Apply filters criteria and save it for later use. The search function accepts wildcards by using the underscore character *(_)* to represent a single character."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:-1
|
||
msgid "View of a channel being searched through filters in Odoo Discuss"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:116
|
||
msgid ":doc:`plan_activities`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot.rst:8
|
||
msgid "Internet of Things (IoT)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config.rst:5
|
||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:6
|
||
msgid "Configuration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/connect.rst:3
|
||
msgid "Connect an IoT Box to your database"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/connect.rst:5
|
||
msgid "Install the Internet of Things (IoT) App on your Odoo Database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/connect.rst:10
|
||
msgid "Go in the IoT App and click on Connect on the IoT Boxes page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/connect.rst:15
|
||
msgid "Follow the steps to connect your IoT Box."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/connect.rst:21
|
||
msgid "Ethernet Connection"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/connect.rst:23
|
||
msgid "Connect to the IoT Box all the devices that have to be connected with cables (ethernet, usb devices, etc.)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/connect.rst:26
|
||
msgid "Power on the IoT Box."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/connect.rst:28
|
||
msgid "Read the Pairing Code from a screen or a receipt printer connected to the IoT Box."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/connect.rst:32
|
||
msgid "Input the Pairing Code and click on the Pair button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/connect.rst:35
|
||
msgid "Recent changes in modern web browsers forced us to modify the connection wizard. If your screen is different from the screenshots, make sure that the ``iot_pairing`` module is installed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/connect.rst:40
|
||
msgid "WiFi Connection"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/connect.rst:42
|
||
msgid "Power on the IoT Box"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/connect.rst:44
|
||
msgid "Copy the token"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/connect.rst:48
|
||
msgid "Connect to the IoT Box WiFi Network (make sure there is no ethernet cable plugged in your computer)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/connect.rst:53
|
||
msgid "You will be redirected to the IoT Box Homepage (if it doesn't work, connect to the IP address of the box). Give a name to your IoT Box (not required) and paste the token, then click on next."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/connect.rst:60
|
||
msgid "If you are on Runbot, do not forget to add the -all or -base in the token (e.g. this token **http://375228-saas-11-5-iot-f3f920.runbot16.odoo.com\\|4957098401** should become **http://375228-saas-11-5-iot-f3f920-all.runbot16.odoo.com\\|4957098401**)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/connect.rst:66
|
||
msgid "Choose the WiFi network you want to connect with (enter the password if there is one) and click on Submit. Wait a few seconds before being redirected to your database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/connect.rst:72
|
||
msgid "You should now see the IoT Box."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/connect.rst:78
|
||
msgid "IoT Box Schema"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/flash_sdcard.rst:3
|
||
msgid "Flashing your SD Card"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/flash_sdcard.rst:5
|
||
msgid "In some case, you may need to reflash your IoT Box’s SD Card to benefit from our latest updates."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/flash_sdcard.rst:9
|
||
msgid "Upgrade from the IoT Box homepage"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/flash_sdcard.rst:11
|
||
msgid "Go to the IoT Box homepage, click on *Update*, next to the version number. If a new version of the IoT Box image is available, you will see a *Upgrade to ___* button a the bottom of the page, the IoT Box will then flash itself to the new version of the IoT Box. All of your configurations will be saved."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/flash_sdcard.rst:18
|
||
msgid "This process can take more than 30 minutes. Do not turn off or unplug the IoT Box as it would leave it in an inconsistent state."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/flash_sdcard.rst:25
|
||
msgid "Upgrade with Etcher"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/flash_sdcard.rst:27
|
||
msgid "Go to Balena’s website and download `Etcher <https://www.balena.io/>`__. It’s a free and open-source utility used for burning image files. Install and launch it. Download the latest image from `nightly <http://nightly.odoo.com/master/iotbox/>`__."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/flash_sdcard.rst:32
|
||
msgid "Then, open *Etcher* and select *Flash from file*, find the image you just downloaded. Insert the IoT Box SD card into your computer and select it. Click on *Flash* and wait for the process to finish."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:5
|
||
msgid "HTTPS certificate (IoT)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:8
|
||
msgid "What is HTTPS?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:10
|
||
msgid "*Hypertext Transfer Protocol Secure* (HTTPS) is the secure version of *Hypertext Transfer Protocol* (HTTP), which is the primary protocol used to send data back and forth between a web browser and a website. :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` is encrypted in order to increase the security of data transfer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:15
|
||
msgid ":abbr:`HTTPS (Hypertext Transfer Protocol Secure)` uses an encryption protocol to encrypt communications. The protocol is called *Transport Layer Security* (TLS), although formerly it was known as *Secure Sockets Layer* (SSL)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:19
|
||
msgid ":abbr:`HTTPS (Hypertext Transfer Protocol Secure)` occurs based upon the transmission of :abbr:`TLS (Transport Layer Security)`/:abbr:`SSL (Secure Sockets Layer)` certificates, which verify that a particular provider is who they say they are."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:24
|
||
msgid "In this documentation and throughout Odoo the term \"HTTPS certificate\" will be used to define the fact that the :abbr:`SSL (Secure Sockets Layer)` certificate is valid and allows a :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` connection."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:29
|
||
msgid "Why is it needed?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:31
|
||
msgid "In order to communicate with certain network devices (in particular for payment terminals), the usage of :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` is mandatory. If the :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` certificate isn't valid, some devices won't be able to interact with the :abbr:`IoT (Internet of Things)` Box."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:37
|
||
msgid "How to obtain a Hypertext Transfer Protocol Secure (HTTPS) certificate"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:39
|
||
msgid "The generation of the :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` certificate is automatic."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:41
|
||
msgid "The :abbr:`IoT (Internet of Things)` Box will send a specific request to `<https://www.odoo.com>`_ which will send back the :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` certificate if the :abbr:`IoT (Internet of Things)` box and database are eligible."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:48
|
||
msgid "Internet of Things (IoT) eligibility"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:50
|
||
msgid "The database should be a **production** instance. The database instance should not be a copy, a duplicate, a staging, or a development environment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:52
|
||
msgid "The Odoo subscription must:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:54
|
||
msgid "Have an :guilabel:`IoT Box Subscription` line."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:55
|
||
msgid ":guilabel:`Status` must be :guilabel:`In Progress`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:57
|
||
msgid "If the subscription is linked to a `<https://www.odoo.com>`_ portal user check the information on the portal subscription page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:0
|
||
msgid "Odoo.com portal subscriptions filtered by \"in progress\"."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:64
|
||
msgid "In this case, both subscriptions are considered \"in progress\" as the :guilabel:`Filter By\\: In Progress` was used."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:68
|
||
msgid "If the subscription is in question, contact the database's Account Manager or Partner regarding the matter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:72
|
||
msgid "Troubleshooting Hypertext Transfer Protocol Secure (HTTPS) certificate errors"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:74
|
||
msgid "If anything goes wrong during the process of the \"HTTPS certificate\" generation or reception, a specific error will code be given on the :abbr:`IoT (Internet of Things)` box home page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:78
|
||
msgid "Accessing the :abbr:`IoT (Internet of Things)` box homepage will check for the presence of the \"HTTPS certificate\" and will attempt its generation if it is missing. As such, if there is an error on the :abbr:`IoT (Internet of Things)` box home page, refresh the :abbr:`IoT (Internet of Things)` home page to see if the error disappears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:84
|
||
msgid "`ERR_IOT_HTTPS_CHECK_NO_SERVER`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:88
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:101
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:110
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:132
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:150
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:167
|
||
msgid "Reason:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:87
|
||
msgid "The configuration regarding the server is missing. In other words, the Odoo instance is not connected with the IoT box."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:91
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:104
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:114
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:138
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:160
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:171
|
||
msgid "Solution:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:91
|
||
msgid "Ensure that the server is configured."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:94
|
||
msgid ":doc:`/applications/productivity/iot/config/connect`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:97
|
||
msgid "`ERR_IOT_HTTPS_CHECK_CERT_READ_EXCEPTION`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:100
|
||
msgid "An unhandled error happened when trying to read the existing :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` certificate."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:104
|
||
msgid "Ensure that the :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` certificate file is readable."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:107
|
||
msgid "`ERR_IOT_HTTPS_LOAD_NO_CREDENTIAL`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:110
|
||
msgid "The contract and/or database :abbr:`UUID (Universal Unique Identifier)` is missing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:113
|
||
msgid "Ensure that both values are configured as intended. To modify them, go to the :abbr:`IoT (Internet of Things)` box home page, and navigate to :guilabel:`Credential`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:117
|
||
msgid "`ERR_IOT_HTTPS_LOAD_REQUEST_EXCEPTION`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:120
|
||
msgid "An unexpected error happened when the :abbr:`IoT (Internet of Things)` box tried to reach `<https://www.odoo.com>`_. The causes are likely due to the network infrastructure/configuration:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:124
|
||
msgid "The :abbr:`IoT (Internet of Things)` box does not have access to internet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:125
|
||
msgid "The network does not allow the :abbr:`IoT (Internet of Things)` box to communicate with `<https://www.odoo.com>`_. This may be due to network devices preventing the communication (firewalls, etc.) or the network configuration (:abbr:`VPN (Virtual Private Network)`, etc.)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:131
|
||
msgid "More information regarding the error that occurred can be found in the full request exception details, which are in the :abbr:`IoT (Internet of Things)` box logs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:136
|
||
msgid "Consult with your system or network administrator should this issue arise. This error code depends on the network infrastructure and goes beyond :doc:`Odoo support's service scope </services/support/what_can_i_expect>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:141
|
||
msgid "`ERR_IOT_HTTPS_LOAD_REQUEST_STATUS`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:144
|
||
msgid "The IoT-box was able to reach `<https://www.odoo.com>`_ but received an unusual `HTTP response (status codes) <https://developer.mozilla.org/en-US/docs/Web/HTTP/Status>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:148
|
||
msgid "This error code will also give the HTTP response status codes. For example, if the error reads `ERR_IOT_HTTPS_LOAD_REQUEST_STATUS 404` it means that the page returned a 404 error, which is the \"Page Not Found\" code."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:153
|
||
msgid "Check if `<https://www.odoo.com>`_ is down using a web browser, as it's possible that it is down due to maintenance."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:156
|
||
msgid "If `<https://www.odoo.com>`_ is down due to maintenance, unfortunately there is nothing that can be done but instead wait for it to recover."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:158
|
||
msgid "If `<https://www.odoo.com>`_ is not down due to maintenance, open a `support ticket <https://www.odoo.com/help>`_ on the matter. Ensure that the 3 digits status code next to the code error is included in the support ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:163
|
||
msgid "`ERR_IOT_HTTPS_LOAD_REQUEST_NO_RESULT`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:166
|
||
msgid "The :abbr:`IoT (Internet of Things)` box was able to reach `<https://www.odoo.com>`_ but it refused to deliver the :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` certificate."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:170
|
||
msgid "Ensure that the :abbr:`IoT (Internet of Things)` box and database are eligible for a certificate: :ref:`Internet of Things (IoT) eligibility <iot/iot-eligibility>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:174
|
||
msgid "How to ensure that the HTTPS certificate is correct"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:176
|
||
msgid "If the certificate has been applied successfully, a new :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` :abbr:`URL (Uniform Resource Locator)` for the :abbr:`IoT (Internet of Things)` box ending with `.odoo-iot.com` will appear on the Odoo database, inside of the :menuselection:`IoT` application on that specific device's form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:-1
|
||
msgid "Odoo IoT app IoT box with .odoo-iot.com domain."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:185
|
||
msgid "When navigating to the :abbr:`URL (Uniform Resource Locator)` in a browser a secured :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` connection will be established."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:192
|
||
msgid "Example of valid SSL certificate details on the browser."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:192
|
||
msgid "Padlock in Chrome on Windows 10 attesting the fact that the connection is secured in :abbr:`HTTPS (Hypertext Transfer Protocol Secure)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:195
|
||
msgid "The IoT-box homepage will now display an `OK` status next to `HTTPS certificate`. The drop-down menu icon, when clicked, will reveal information regarding the certificate."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:-1
|
||
msgid "IoT box homepage with HTTPS certificate OK status."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:203
|
||
msgid "Domain Name System (DNS) issue"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:205
|
||
msgid "If the :abbr:`IoT (Internet of Things)` box can be accessed from its :abbr:`IP (Intrernet Protocol)` address but not the Odoo assigned domain: `.odoo-iot.com`; then the :abbr:`IoT (Internet of Things)` box is likely running into a :abbr:`DNS (Domain Name System)` issue. On some browsers, it will give an error code mentioning :abbr:`DNS (Domain Name System)` (like `DNS_PROBE_FINISHED_NXDOMAIN`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:210
|
||
msgid "These :abbr:`DNS (Domain Name System)` issues may appear as the following in different browsers:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:214
|
||
msgid "Chrome"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:0
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:220
|
||
msgid "DNS issue on Chrome browser on Windows 10."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:223
|
||
msgid "Firefox"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:0
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:229
|
||
msgid "DNS issue on Firefox browser on Windows 10."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:231
|
||
msgid "Edge"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:0
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:237
|
||
msgid "DNS issue on Edge browser on Windows 10."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:241
|
||
msgid "Domain Name System (DNS) issue solution"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:243
|
||
msgid "Should the router allow the :abbr:`DNS (Domain Name System)` to be manually changed, change the DNS to use `Google DNS <https://developers.google.com/speed/public-dns>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:245
|
||
msgid "If your router doesn't allow for this, then a change will need to be made on the :abbr:`DNS (Domain Name System)` settings of each of the devices using `Google DNS <https://developers.google.com/speed/public-dns>`_. This will need to occur on **every** device that plans to interact with the :abbr:`IoT (Internet of Things)` box (e.g. computer, tablet or phone). The individual device configuration processes can be found on the website of the device's manufacturer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:253
|
||
msgid "Other :abbr:`IoT (Internet of Things)` devices such as payment terminals likely won't need their :abbr:`DNS (Domain Name System)` settings changed as they are already configured with custom :abbr:`DNS (Domain Name System)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:258
|
||
msgid "Consult with your system or network administrator should this issue arise. This error code depends on the network infrastructure, and it goes beyond :doc:`Odoo support's service scope </services/support/what_can_i_expect>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/pos.rst:3
|
||
msgid "Use the IoT Box for the PoS"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/pos.rst:9
|
||
msgid "Prerequisites"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/pos.rst:11
|
||
msgid "Before starting, make sure you have the following:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/pos.rst:13
|
||
msgid "An IoT Box, with its power adapter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/pos.rst:15
|
||
msgid "A computer or tablet with an up-to-date web browser"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/pos.rst:17
|
||
msgid "A running Odoo Online or Odoo instance with the Point of Sale and IoT apps installed"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/pos.rst:20
|
||
msgid "A local network setup with DHCP (this is the default setting)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/pos.rst:22
|
||
msgid "An RJ45 Ethernet Cable (optional, WiFi is built in)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/pos.rst:24
|
||
msgid "Any of the supported hardware (receipt printer, barcode scanner, cash drawer, payment terminal, scale, customer display, etc.). The list of supported hardware can be found on the `POS Hardware page <https://www.odoo.com/page/point-of-sale-hardware>`__"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/pos.rst:30
|
||
msgid "Set Up"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/pos.rst:32
|
||
msgid "To connect hardware to the PoS, the first step is to connect an IoT Box to your database. For this, follow this :doc:`documentation <connect>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/pos.rst:36
|
||
msgid "Then, you have to connect the peripheral devices to your IoT Box."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/pos.rst:38
|
||
msgid "**Printer**: Connect a supported receipt printer to a USB port or to the network and power it on."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/pos.rst:41
|
||
msgid "**Cash drawer**: The cash drawer should be connected to the printer with an RJ25 cable."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/pos.rst:44
|
||
msgid "**Barcode scanner**: Connect your barcode scanner. In order for your barcode scanner to be compatible it must end barcodes with an Enter character (keycode 28). This is most likely the default configuration of your barcode scanner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/pos.rst:49
|
||
msgid "**Scale**: Connect your scale and power it on."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/pos.rst:51
|
||
msgid "**Customer Display**: Connect a screen to the IoT Box to display the PoS order. Please refer to :doc:`/applications/productivity/iot/devices/screen`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/pos.rst:55
|
||
msgid "**Payment terminal**: The connection process depends on the terminal, please refer to the :doc:`payment terminals documentation </applications/sales/point_of_sale/payment>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/pos.rst:59
|
||
msgid "Once it's done, you can connect the IoT Box to your PoS. For this, go in :menuselection:`Point of Sale --> Configuration --> PoS`, tick *IoT Box* and select the devices you want to use in this Point of Sale. Save the changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/pos.rst:67
|
||
msgid "Set up is done, you can launch a new PoS Session."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:3
|
||
msgid "Troubleshooting"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:6
|
||
msgid "IoT Box Connection"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:9
|
||
msgid "I can't find the pairing code to connect my IoT Box"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:11
|
||
msgid "The pairing code should be printed on receipt printers connected to the IoT Box and should also be displayed on connected monitors."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:14
|
||
msgid "The pairing code doesn't show under the following circumstances:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:16
|
||
msgid "The IoT Box is already connected to an Odoo database;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:18
|
||
msgid "The IoT Box is not connected to the Internet;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:20
|
||
msgid "The code is only valid for 5 minutes after the IoT Box has started. It's automatically removed from connected displays when this delay has expired;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:23
|
||
msgid "The version of the IoT Box image is too old. It should use version 20.06 or more recent. If your IoT Box image is from an earlier version, then you will have to reflash the SD card of your IoT Box to update the image (see :doc:`Flashing your SD Card <flash_sdcard>`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:28
|
||
msgid "If you are not in any of the cases listed above, make sure that the IoT Box has correctly started, by checking that a fixed green LED is showing next to the micro-USB port."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:33
|
||
msgid "I've connected my IoT Box but it's not showing in my database"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:35
|
||
msgid "When you connect an IoT Box to a database, the IoT Box might restart, if that is the case, it might take up to one minute before appearing in your database. If after some time the IoT is still not showing, make sure that your database can be reached from the IoT Box and that your server doesn't use a multi-database environment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:42
|
||
msgid "My IoT Box is connected to my database, but cannot be reached"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:44
|
||
msgid "Make sure that the IoT Box and the device running the browser are located on the same network as the IoT Box cannot be reached from outside the local network."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:49
|
||
msgid "Printer"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:52
|
||
msgid "My printer is not detected"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:54
|
||
msgid "If one of your printers doesn't show up in your devices list, go to the IoT Box homepage and make sure that it is listed under *Printers*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:60
|
||
msgid "If your printer is not present on the IoT Box homepage, hit *Printers Server*, go to the *Administration* tab and click on *Add Printer*. If you can't find your printer in the list, it's probably not connected properly."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:66
|
||
msgid "My printer outputs random text"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:68
|
||
msgid "For most printers, the correct driver should be automatically detected and selected. However, in some cases, the automatic detection mechanism might not be enough, and if no driver is found the printer might print random characters."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:73
|
||
msgid "The solution is to manually select the corresponding driver. On the IoT Box homepage, click on *Printers Server*, go to the *Printers* tab and select the printer in the list. In the Administration dropdown, click on *Modify Printer*. Follow the steps and select the Make and Model corresponding to your printer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:83
|
||
msgid "Epson and Star receipt printers and Zebra label printers do not need a driver to work. Make sure that no driver is selected for those printers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:88
|
||
msgid "My Zebra Printer doesn't print anything"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:90
|
||
msgid "Zebra printers are quite sensitive to the format of the ZPL code that is printed. If nothing comes out of the printer or blank labels are printed, try changing the format of the report that is sent to the printer by accessing :menuselection:`Settings ~~> Technical ~~> Views` in developer mode and look for the corresponding template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:97
|
||
msgid "Barcode Scanner"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:100
|
||
msgid "The characters read by the barcode scanner don't match the barcode"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:102
|
||
msgid "By default, we assume that your barcode scanner is configured in US QWERTY. This is the default configuration of most barcode readers. If your barcode scanner uses a different layout, please go to the form view of your device and select the correct one."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:108
|
||
msgid "Nothing happens when a barcode is scanned"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:110
|
||
msgid "Make sure that the correct device is selected in your Point of Sale configuration and that your barcode is configured to send an ENTER character (keycode 28) at the end of every barcode."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:115
|
||
msgid "The barcode scanner is detected as a keyboard"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:117
|
||
msgid "Some poorly built barcode scanners do not advertise themselves as barcode scanners but as a USB keyboard instead, and will not be recognized by the IoT Box."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:121
|
||
msgid "You can manually change the device type by going to its form view and activating the *Is scanner* option."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:128
|
||
msgid "Cashdrawer"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:131
|
||
msgid "The cashdrawer does not open"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:133
|
||
msgid "The cashdrawer should be connected to the printer and the *Cashdrawer* checkbox should be ticked in the POS configuration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices.rst:5
|
||
msgid "Devices"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/camera.rst:3
|
||
msgid "Connect a Camera"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/camera.rst:5
|
||
msgid "When using your *IoT Box* in Odoo, you could need to use a camera. As it can be done in a few steps, this device is really easy to configure. Then, you can use it in your manufacturing process and link it to a control point. Doing so will allow you to take pictures when you reach the chosen quality control point."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/camera.rst:12
|
||
#: ../../content/applications/productivity/iot/devices/footswitch.rst:13
|
||
#: ../../content/applications/productivity/iot/devices/printer.rst:11
|
||
#: ../../content/applications/productivity/iot/devices/scale.rst:10
|
||
#: ../../content/applications/productivity/iot/devices/screen.rst:17
|
||
msgid "Connection"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/camera.rst:14
|
||
msgid "To connect the camera to the *IoT Box*, simply connect the two by cable."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/camera.rst:17
|
||
msgid "If your camera is a `*supported one* <https://www.odoo.com/page/iot-hardware>`__, there is no need to set up anything as it will be detected as soon as it is connected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/camera.rst:25
|
||
msgid "Link a Camera to a Quality Control Point"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/camera.rst:28
|
||
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:34
|
||
msgid "With the Manufacturing app"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/camera.rst:30
|
||
msgid "In your *Quality app*, you can setup the device on a *Quality Control Point*. Go to the *Control Points* menu, under *Quality Control* and open the control point you want to link with the camera."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/camera.rst:34
|
||
msgid "Now, you can edit the control point and select the device from the dropdown list. Now, hit save."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/camera.rst:40
|
||
msgid "Then, your camera can be used with the picked *Control Point*. During the manufacturing process, reaching the *Quality Control Point* you chose before will allow you to take a picture."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/footswitch.rst:3
|
||
msgid "Connect a Footswitch"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/footswitch.rst:5
|
||
msgid "When working, it is always better to have your two hands available. Using Odoo’s *IoT Box* and a footswitch will allow it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/footswitch.rst:8
|
||
msgid "In fact, you will be able to go from one screen to another and perform actions by using your foot and the footswitch. Really convenient, it can be configured in a few steps."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/footswitch.rst:15
|
||
msgid "Connecting the footswitch to the *IoT Box* is easy, you just have to connect the two by cable."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/footswitch.rst:18
|
||
msgid "If your footswitch is a `supported one <https://www.odoo.com/page/iot-hardware>`__, there is no need to set up anything since it will be automatically detected when connected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/footswitch.rst:26
|
||
msgid "Link a Footswitch to a Workcenter"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/footswitch.rst:28
|
||
msgid "To link the footswitch to an action, it needs to be configured on a workcenter. Go to the workcenter you want to use the footswitch in and add the device in the *IoT Triggers* tab. Then, you can link it to an action and also add a key to trigger it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/footswitch.rst:36
|
||
msgid "Note that the one that is first in the list will be chosen. So, the order matters! In the picture above, using the footswitch will, for example, automatically skip the current part of the process you work on."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/footswitch.rst:41
|
||
msgid "When you are on the work order screen, a status button indicates if you are correctly connected to the footswitch."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:3
|
||
msgid "Connect a Measurement Tool"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:5
|
||
msgid "With Odoo’s *IoT Box*, it is possible to connect measurement tools to your database. Find the list of supported devices here: `Supported devices <https://www.odoo.com/page/iot-hardware>`__,."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:10
|
||
msgid "Connect in USB"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:12
|
||
msgid "To add a device connected by USB, just plug the USB cable in the *IoT Box*, and the device should appear in your Odoo database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:19
|
||
msgid "Connect in Bluetooth"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:21
|
||
msgid "Activate the Bluetooth on your device (see your device manual for further explanation) and the IoT Box will automatically try to connect to the device."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:25
|
||
msgid "Here is an example of what it should look like:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:31
|
||
msgid "Link a measurement tool to a quality control point"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:36
|
||
msgid "In your *Quality app*, you can setup a device on your *Quality Control Points*. To do so, go to the *Control Points* menu, under *Quality Control* and open the control point to which you want to assign a measurement tool."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:41
|
||
msgid "Now, you can edit the control point and choose the device from the dropdown list. Then, hit save."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:47
|
||
msgid "Now, your measurement tool is linked to the chosen *Control Point*. The value, which needs to be changed manually, will be automatically updated while the tool is being used."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/printer.rst:3
|
||
msgid "Connect a Printer"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/printer.rst:5
|
||
msgid "When using your *IoT Box* in Odoo, you could need to use a printer. Doing so is easy and convenient as it can be done in a few steps. Then, you can use it to print receipts, orders or even reports in different Odoo apps."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/printer.rst:13
|
||
msgid "The IoT Box supports printers connected through USB, network or Bluetooth. `Supported printers <https://www.odoo.com/page/iot-hardware>`__ will be detected automatically and will appear in the *Devices* list of your IoT app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/printer.rst:18
|
||
msgid "The printer can take up to two minutes to appear in your devices list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/printer.rst:24
|
||
msgid "Link the Printer"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/printer.rst:27
|
||
msgid "To Work Orders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/printer.rst:29
|
||
msgid "You can link *Work Orders* to printers via a *Quality Control Point* to print labels for manufactured products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/printer.rst:32
|
||
msgid "To do so, you need to create a *Quality Control Point* from the *Quality* app. Then, you can select the correct manufacturing operation and the work order operation. In type, choose *Print Label* and hit save."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/printer.rst:40
|
||
msgid "Now, each time you reach the quality control point for the chosen product, a *Print Label* button will appear."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/printer.rst:47
|
||
msgid "To Reports"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/printer.rst:49
|
||
msgid "You can also link a type of report to a certain printer. In the *IoT* app, go to the *Devices* menu and select the printer you want to set up."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/printer.rst:56
|
||
msgid "Now, go to the *Printer Reports* tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/printer.rst:61
|
||
msgid "Hit edit and then, click on *Add a line*. In the window that shows up, check all the types of reports that should be linked to this printer. Click on select and save."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/printer.rst:68
|
||
msgid "Now, each time you click on *Print* in the control panel, instead of downloading a PDF, it will send it to the selected printer and automatically print it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/printer.rst:73
|
||
msgid "Print Receipts from the PoS"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/printer.rst:75
|
||
msgid "You can link a printer to your *Point of Sale* app so you can print receipts directly from your *PoS*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/printer.rst:78
|
||
msgid "Doing so is really easy. Go to your *Point of Sale* app and open your *Point of Sale* settings, under *Configuration*. There, click on *Edit* and check the *IoT Box* feature. Then, choose your *Receipt Printer* from the dropdown."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/printer.rst:86
|
||
msgid "Now, you will be able to print different kinds of tickets from your *POS*: **receipts**, **sale details** and **bills**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/printer.rst:89
|
||
msgid "Receipts are printed once the order is validated. The process is automated when you enable the feature in your *PoS* configuration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/printer.rst:92
|
||
msgid "Sales details can be printed by clicking on the printer icon on the navbar at the top of the *PoS*. It will print the details of the sales of the current day."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/printer.rst:99
|
||
msgid "As for the bill, it is only available in restaurant mode. In your restaurant settings, activate *Print Bills* and a *Bill* button will appear in the left panel of the *PoS*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/printer.rst:107
|
||
msgid "Print Orders in the kitchen"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/printer.rst:109
|
||
msgid "In restaurant mode, you can send order tickets to the kitchen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/printer.rst:111
|
||
msgid "To do so, go to the *PoS* app and open your *PoS* settings. Then, tick *Order Printer*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/printer.rst:117
|
||
msgid "Now, go to the *Printers* menu. Hit create, select the printer from the dropdown and, in the *Printer Product Categories* field, choose all the categories of products that should be printed on this printer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/printer.rst:124
|
||
msgid "In the *PoS*, when you add or remove a product from one of the selected categories, the button *Order* will be green. If you click on it, the IoT Box will print a receipt on the corresponding printer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/scale.rst:3
|
||
msgid "Connect a Scale"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/scale.rst:5
|
||
msgid "When using your **IoT Box** in Odoo, you could need to use a scale. Doing so is easy and convenient as it can be done in a few steps. Then, you can use it in your **Point of Sale app** to weigh your products, which is helpful if their price are based on it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/scale.rst:12
|
||
msgid "To link the scale to the **IoT Box**, connect them with a cable."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/scale.rst:15
|
||
msgid "In some cases, a serial to USB adapter may be needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/scale.rst:17
|
||
msgid "If your scale is `compatible with Odoo IoT Box <https://www.odoo.com/page/iot-hardware>`_, there is no need to set up anything because it will be automatically detected as soon as it is connected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/scale.rst:-1
|
||
msgid "IOT box auto detection."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/scale.rst:24
|
||
msgid "You may need to restart the box and download your scales’ drivers from the box in some cases. To do so, go to the *IoT Box Home Page* and click on *drivers list*. Then, click on load drivers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/scale.rst:-1
|
||
msgid "View of the IoT box settings and driver list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/scale.rst:32
|
||
msgid "Use a Scale in Point of Sale"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/scale.rst:34
|
||
msgid "To use the scale in your *Point of Sale* app, go to :menuselection:`Point of Sale --> Configuration --> Point of Sale`, open the one you want to configure, then click on *Edit* and enable the *IoT Box* feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/scale.rst:-1
|
||
msgid "View of the IoT box feature inside of the PoS settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/scale.rst:42
|
||
msgid "Now, choose the *IoT Box* in the dropdown menu and check the *Electronic Scale* option. Then, you hit save."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/scale.rst:-1
|
||
msgid "List of the external tools that can be used with PoS and the IoT box."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/scale.rst:49
|
||
msgid "The scale is now available in all your *PoS* sessions. Then, if a product has a price per weight set, clicking on it on the *PoS* screen opens the scale screen, where the cashier can weigh the product and add the correct price to the cart."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/scale.rst:-1
|
||
msgid "Electronic Scale dashboard view when no items are being weighed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/screen.rst:3
|
||
msgid "Connect a screen"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/screen.rst:5
|
||
msgid "In Odoo, an :abbr:`IoT (Internet of Things)` Box can be connected to a screen display. After being connected, the screen can be used to display a :abbr:`PoS (Point of Sale)` order to a client."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/screen.rst:-1
|
||
msgid "An example of a PoS (point of sale) order on a screen display."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/screen.rst:13
|
||
msgid "Access the customer display from any other computer by going to the :abbr:`IoT (Internet of Things)` Box homepage and clicking on the :guilabel:`POS Display` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/screen.rst:19
|
||
msgid "The way to connect the screen display to the :abbr:`IoT (Internet of Things)` Box differs depending on the model."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/screen.rst:24
|
||
msgid "IoT Box model 4"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/screen.rst:26
|
||
msgid "Connect up to two screens with Micro-HDMI cables on the side of the :abbr:`IoT (Internet of Things)` Box. If two screens are connected, they can display distinct content (see usage below)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/screen.rst:30
|
||
msgid "IoT Box model 3"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/screen.rst:32
|
||
msgid "Connect the screen with an HDMI cable on the side of the :abbr:`IoT (Internet of Things)` Box."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/screen.rst:35
|
||
msgid "Screen(s) should be connected before the :abbr:`IoT (Internet of Things)` Box is switched on. If it is already on, connect the screen(s), and then restart the :abbr:`IoT (Internet of Things)` Box by unplugging it and plugging it back into its power source."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/screen.rst:40
|
||
msgid "The usage of HDMI/Micro-HDMI adapters may cause issues which will result in a blank, black screen on the screen display. Cable usage is recommended."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/screen.rst:43
|
||
msgid "If the connection was successful, the screen should display the :guilabel:`POS Client display` screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/screen.rst:-1
|
||
msgid "The default \"POS Client Display\" screen that appears when a screen display is successfully\n"
|
||
"connected to an IoT Box."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/screen.rst:51
|
||
msgid "The screen should also appear in the list of :guilabel:`Displays` on the :abbr:`IoT (Internet of Things)` Box homepage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/screen.rst:-1
|
||
msgid "An example of a screen display name shown on the IoT Box homepage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/screen.rst:59
|
||
msgid "If no screen is detected, a default display named :guilabel:`Distant Display` will be used instead."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/screen.rst:0
|
||
msgid "The \"Distant Display\" screen name will be used if no screen is detected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/screen.rst:67
|
||
msgid "Usage"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/screen.rst:70
|
||
msgid "Show Point of Sales orders to customers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/screen.rst:72
|
||
msgid "To use the screen in the :guilabel:`Point of Sale` app, go to :menuselection:`Point of Sale --> Configuration --> Point of Sale`, open the desired screen, click on :guilabel:`Edit`, and enable the :guilabel:`IoT Box Devices` feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/screen.rst:76
|
||
msgid "Now, select :guilabel:`IoT Box` in the drop-down menu and choose the screen in the :guilabel:`Customer Display` option. Then, click :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/screen.rst:0
|
||
msgid "Connect the screen display to the Point of Sale app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/screen.rst:83
|
||
msgid "The screen is now available for :abbr:`PoS (Point of Sale)` sessions. A \"screen\" icon will appear in the top bar to inform the connection status with the screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/screen.rst:0
|
||
msgid "The \"screen\" icon on the Point of Sale display shows the connection status with the\n"
|
||
"screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/screen.rst:91
|
||
msgid "The screen will automatically show the :abbr:`PoS (Point of Sale)` orders and update when changes are performed on the order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/screen.rst:-1
|
||
msgid "An example of a PoS order on a screen display."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/screen.rst:99
|
||
msgid "Display a website"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/iot/devices/screen.rst:101
|
||
msgid "Opening the screen form view at :menuselection:`IoT --> Devices --> (screen device)` allows the user to choose a particular website URL to display on the screen with the :guilabel:`Screen URL` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:7
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:203
|
||
msgid "Knowledge"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:9
|
||
msgid "**Odoo Knowledge** is a multipurpose productivity app that allows internal users to enrich their business knowledge base and provide individually or collaboratively gathered information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:12
|
||
msgid "The pages on which they gather content are called *articles*. They are mainly composed of a title and a body. The latter is an HTML field containing text, images, links to other articles, records from other models, templates, etc."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:17
|
||
msgid "`Knowledge product page <https://www.odoo.com/app/knowledge>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:3
|
||
msgid "Articles editing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:6
|
||
msgid "Add and style content"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:8
|
||
msgid "To start adding content, click anywhere on the page. Your cursor is automatically set to write the article's first-level header. Once you are done writing the title, press **enter** on your keyboard to move to the next line."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:-1
|
||
msgid "knowledge's user interface"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:17
|
||
msgid "Click :guilabel:`Untitled` on the left side of the top bar to automatically match your h1 :dfn:`(First-level header)` title and the article's name. To change the name of your article later, you must do it manually. To do so, click the name on the top bar and proceed to the modification."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:23
|
||
msgid "Text editor"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:25
|
||
msgid "To stylize the text using the text editor, select the text to format."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:27
|
||
msgid "Then, you can:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:29
|
||
msgid "Change the style by clicking :guilabel:`Normal`. Doing so opens a dropdown menu with multiple styles to choose from (:guilabel:`Normal, Code, Header 1 → Header 6, Quote`);"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:31
|
||
msgid "Format the text. Click :guilabel:`B` to put it in bold, :guilabel:`I` to put it in italic, :guilabel:`U` to underline, and :guilabel:`S` to strikethrough;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:33
|
||
msgid "Change the font color by clicking :guilabel:`A` or the background color by clicking the **pencil** icon:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:36
|
||
msgid "To choose from a predefined theme color, click :guilabel:`Theme` and select the desired color."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:37
|
||
msgid "To customize, click :guilabel:`Solid` and define a color using the wheel, by typing its hex code, or its RGBA values."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:39
|
||
msgid "To use a gradient, click :guilabel:`Gradient`, choose a predefined gradient or click :guilabel:`Custom` to create a personalized gradient."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:42
|
||
msgid "To change the text's size, click the **size number** and select the desired size;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:43
|
||
msgid "Click the **lists** icons to turn the paragraph into an unordered list, an ordered list, or a checklist;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:45
|
||
msgid "Click the **chain** icon to insert or edit an URL link."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:-1
|
||
msgid "Text editor's toolbox"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:51
|
||
msgid "To format a whole paragraph, type `/` anywhere in the text. Doing so opens the **powerbox**, which allows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:54
|
||
msgid "Changing a paragraph into lists (unordered, ordered, checklists)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:55
|
||
msgid "Changing a paragraph into a header (1 → 6), normal text, `code`, or *quotes*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:58
|
||
msgid "Cover pictures"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:60
|
||
msgid "You can customize your article by adding a cover picture and an icon. Hover above the h1 title and click :guilabel:`Add Cover`. A pop-up window opens to set a cover picture."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:63
|
||
msgid "If your database and your Unsplash account are associated, the cover picture is automatically selected based on the article's name. To modify it, hover over the picture to make the buttons appear, click :guilabel:`Change Cover`, and select another image."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:67
|
||
msgid "Retrieve images from different sources:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:69
|
||
msgid "Search the **Unsplash** database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:70
|
||
msgid "Enter a picture's **URL**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:71
|
||
msgid "**Upload** an image from a computer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:73
|
||
msgid "To remove the cover, hover over it to make the buttons appear and click :guilabel:`Remove Cover`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:76
|
||
msgid "To associate Unsplash with your database, please refer to :doc:`../../websites/website/configuration/unsplash`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:78
|
||
msgid "The articles are responsive, and so are the cover pictures. As a result, the images cannot be repositioned manually to fit a particular screen, as they automatically resize depending on the device."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:83
|
||
msgid "Icons"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:85
|
||
msgid "To add an icon, hover above the h1 title and click :guilabel:`Add Icon`. Doing this sets a random emoji automatically. To change it, click it and select one from the emoji window. To remove it, proceed equally and click the red-circled :guilabel:`x`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:90
|
||
msgid "The emoji is also displayed before the corresponding article in the side panel hierarchic tree."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:91
|
||
msgid "Click the emoji on the side panel to change it without opening the related article."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:94
|
||
msgid "Commands"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:96
|
||
msgid "To use a command, type `/` and open the **powerbox**. Type the command's name or select from multiple features to insert blocks, images, files, etc. Some of them, such as `/Image` or `/Article` are common to all the apps, but others are inherent to the knowledge app and cannot be found or used in any other application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:102
|
||
msgid "List of commands"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:104
|
||
msgid "Commands are divided into multiple categories depending on their use."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:107
|
||
msgid "Structure"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:114
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:144
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:164
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:178
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:196
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:210
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:235
|
||
msgid "Command"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:115
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:145
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:165
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:179
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:197
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:211
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:236
|
||
msgid "Use"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:116
|
||
msgid ":guilabel:`Bulleted list`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:117
|
||
msgid "Create a bulleted list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:118
|
||
msgid ":guilabel:`Numbered list`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:119
|
||
msgid "Create a list with numbering."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:120
|
||
msgid ":guilabel:`Checklist`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:121
|
||
msgid "Track tasks with a checklist."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:122
|
||
msgid ":guilabel:`Table`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:123
|
||
msgid "Insert a table."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:124
|
||
msgid ":guilabel:`Separator`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:125
|
||
msgid "Insert an horizontal rule separator."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:126
|
||
msgid ":guilabel:`Quote`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:127
|
||
msgid "Add a blockquote section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:128
|
||
msgid ":guilabel:`Code`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:129
|
||
msgid "Add a code section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:130
|
||
msgid ":guilabel:`2 columns`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:131
|
||
msgid "Convert into 2 columns."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:132
|
||
msgid ":guilabel:`3 columns`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:133
|
||
msgid "Convert into 3 columns."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:134
|
||
msgid ":guilabel:`4 columns`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:135
|
||
msgid "Convert into 4 columns."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:137
|
||
msgid "Format"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:146
|
||
msgid ":guilabel:`Heading 1`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:147
|
||
msgid "Big section heading."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:148
|
||
msgid ":guilabel:`Heading 2`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:149
|
||
msgid "Medium section heading."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:150
|
||
msgid ":guilabel:`Heading 3`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:151
|
||
msgid "Small section heading."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:152
|
||
msgid ":guilabel:`Switch direction`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:153
|
||
msgid "Switch the text's direction."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:154
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:34
|
||
msgid ":guilabel:`Text`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:155
|
||
msgid "Paragraph block."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:157
|
||
msgid "Media"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:166
|
||
msgid ":guilabel:`Image`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:167
|
||
msgid "Insert an image."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:168
|
||
msgid ":guilabel:`Article`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:169
|
||
msgid "Link an article."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:171
|
||
msgid "Navigation"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:180
|
||
msgid ":guilabel:`Link`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:181
|
||
msgid "Add a link."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:182
|
||
msgid ":guilabel:`Button`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:183
|
||
msgid "Add a button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:184
|
||
msgid ":guilabel:`Appointment`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:185
|
||
msgid "Add a specific appointment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:186
|
||
msgid ":guilabel:`Calendar`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:187
|
||
msgid "Schedule an appointment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:189
|
||
msgid "Widget"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:198
|
||
msgid ":guilabel:`3 Stars`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:199
|
||
msgid "Insert a rating over 3 stars."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:200
|
||
msgid ":guilabel:`5 Stars`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:201
|
||
msgid "Insert a rating over 5 stars."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:212
|
||
msgid ":guilabel:`Table of Content`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:213
|
||
msgid "Add a table of content with the article's headings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:214
|
||
msgid ":guilabel:`Index`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:215
|
||
msgid "Show the first level of nested articles."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:216
|
||
msgid ":guilabel:`Outline`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:217
|
||
msgid "Show all nested articles."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:218
|
||
msgid ":guilabel:`Item Kanban`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:219
|
||
msgid "Insert a kanban view of article items."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:220
|
||
msgid ":guilabel:`Item List`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:221
|
||
msgid "Insert a list view of article items."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:222
|
||
msgid ":guilabel:`File`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:223
|
||
msgid "Embed a file that can be downloaded."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:224
|
||
msgid ":guilabel:`Template`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:225
|
||
msgid "Add a template section that can be inserted in messages, terms & conditions, or description in other applications."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:228
|
||
msgid "Basic Blocks"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:237
|
||
msgid ":guilabel:`Signature`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:238
|
||
msgid "Insert your signature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:241
|
||
msgid "Content from other apps"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:243
|
||
msgid "Knowledge allows to retrieve content views from other applications. To do so, go to the targeted app and create the desired view. Then, click :menuselection:`Favorite --> Insert view in article` and select an article. The view is inserted at the bottom of the selected article."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:248
|
||
msgid "To retrieve the view below, we created it by going to :menuselection:`Sales --> Graph icon --> Pie Chart icon` and inserted it by clicking :menuselection:`Favorite --> Insert view in article` and selecting the *Sales Playbook* article."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:0
|
||
msgid "article view from the Sales app"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:257
|
||
msgid "Users who do **not** have access to the view will **not** be able to access it in **Knowledge** even though they have access to the article containing the view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:3
|
||
#: ../../content/applications/productivity/studio/fields.rst:453
|
||
msgid "Properties"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:5
|
||
msgid "Properties are fields containing data and that can be added to articles by any user with **write** access. These fields are shared between all the child articles and article items under the same parent."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:10
|
||
msgid "To be able to add properties, an article must be either a **child article** or an **article item**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:14
|
||
msgid "Add property fields"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:16
|
||
msgid "Hover above the first-level header to make the buttons appear. Click :menuselection:`⚙ Add Properties --> Field Type`, select the type and add a default value if needed. To make the fields appear in **kanban views**, check :guilabel:`View in Kanban` as well. To validate and close the property creation window, click anywhere."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:-1
|
||
msgid "Dropdown of property fields types"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:25
|
||
msgid "The different types assess what the field content can be:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:32
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:58
|
||
msgid "Types"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:33
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:59
|
||
msgid "Uses"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:35
|
||
msgid "Allows adding any content with no restriction."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:36
|
||
msgid ":guilabel:`Checkbox`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:37
|
||
msgid "Add a checkbox."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:38
|
||
msgid ":guilabel:`Integer`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:39
|
||
msgid "Allows adding integer numbers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:40
|
||
msgid ":guilabel:`Decimal`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:41
|
||
msgid "Allows adding any number."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:42
|
||
msgid ":guilabel:`Date`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:43
|
||
msgid "Allows selecting a date."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:44
|
||
msgid ":guilabel:`Date & Time`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:45
|
||
msgid "Allows selecting a date and time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:47
|
||
msgid "Some **field types** need to be configured:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:-1
|
||
msgid "property configuration form"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:60
|
||
msgid ":guilabel:`Selection`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:61
|
||
msgid "Add a drop-down selection menu with restricted values that have been set at the property creation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:64
|
||
msgid "To set it up, click :guilabel:`Add a Value` next to the :guilabel:`Values` field. Enter predetermined values and press **enter** to validate; you can enter as many values as needed. Click anywhere to close the property creation window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:67
|
||
msgid ":guilabel:`Tags`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:68
|
||
msgid "Allows creating and applying as many tags as needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:70
|
||
msgid "To set it up, enter your `new_tag` in the :guilabel:`Tags` field, and press **enter** or click :guilabel:`Create \"new_tag\"`. Click anywhere to close the window. Then, add the tags into the property field. To do so, click the property field and choose from the created tags; enter the tags' name and press **enter**; enter a new tag's name and create a new one on the spot."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:75
|
||
msgid ":guilabel:`Many2one`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:76
|
||
msgid "Choose from a list of records that result from a model's domain. You can only select one result."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:79
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:86
|
||
msgid "To set it up, click :guilabel:`Search a Model` in the :guilabel:`Model` field, select the model. Match all records by clicking :guilabel:`## Record(s)`, or filter the results by clicking :guilabel:`+ Add Filter` and show the records by clicking :guilabel:`## Record(s)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:82
|
||
msgid ":guilabel:`Many2many`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:83
|
||
msgid "Choose from a list of records that result from a model's domain. You can select as many results as needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:91
|
||
msgid "Delete property fields"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:93
|
||
msgid "To remove a property, click the **pencil** icon next to the targeted property, then click :menuselection:`Delete --> Delete`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:97
|
||
msgid "Once a property field is deleted, you cannot retrieve it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:100
|
||
msgid "Hide the property panel"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:102
|
||
msgid "To hide the property sidebar panel, click the gear :guilabel:`(⚙)` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins.rst:5
|
||
msgid "Mail Plugins"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins.rst:13
|
||
msgid "Mail Plugins are connectors that bridge your mailbox with your Odoo database. With them, you can interact with your Odoo database directly from your mailbox by:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins.rst:16
|
||
msgid "Creating leads and centralizing prospects' emails into the CRM app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins.rst:17
|
||
msgid "Generating tasks in any Odoo project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins.rst:18
|
||
msgid "Creating tickets in the Helpdesk app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins.rst:19
|
||
msgid "Searching and storing insights on your contacts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins.rst:21
|
||
msgid "Mail Plugins are available for :doc:`Outlook <mail_plugins/outlook>` and :doc:`Gmail <mail_plugins/gmail>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins.rst:27
|
||
msgid "Pricing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins.rst:29
|
||
msgid "Mail Plugins are **free** to install and use."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins.rst:31
|
||
msgid "However, they can provide **Lead Enrichment**, which is part of a paid service known as **Lead Generation**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins.rst:34
|
||
msgid "Mail plugins allow you to test Lead Enrichment for free, whether you connect the plugins to a database or not. After a while, the plugins ask you to buy :doc:`../general/in_app_purchase` credits if you would like to keep using this service."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins.rst:41
|
||
msgid "Lead Generation IAP service"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins.rst:43
|
||
msgid "Lead Enrichment uses the *Lead Generation IAP service*. Each request consumes one *Lead Generation credit*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins.rst:46
|
||
msgid "To buy credits, go to :menuselection:`Settings --> CRM --> Lead Enrichment --> Buy credits` and select a package."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins.rst:50
|
||
msgid "If you are out of credits, the only information populated when clicking on the suggested company is its website link and logo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins.rst:52
|
||
msgid "Check out the `Lead Generation IAP service Privacy Policy <https://iap.odoo.com/privacy#header_3>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins.rst:56
|
||
msgid ":doc:`../general/in_app_purchase`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins.rst:57
|
||
msgid "`Odoo Tutorials: Lead Enrichment <https://www.odoo.com/r/p73>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:3
|
||
msgid "Gmail Plugin"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:5
|
||
msgid "The *Gmail Plugin* integrates an Odoo database with a Gmail inbox, so users can keep track of all their work between Gmail and Odoo, without losing any information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:9
|
||
msgid "Odoo Online users"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:11
|
||
msgid "For databases hosted on Odoo Online (or Odoo.sh), follow the steps below to configure the Gmail Plugin."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:15
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:94
|
||
msgid "Install the Gmail Plugin"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:17
|
||
msgid "First, log in to the Gmail account that the user wishes to connect to Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:19
|
||
msgid "From the Gmail inbox, click the plus sign icon on the right side panel to get add-ons. If the side panel is not visible, click on the arrow icon at the bottom right corner of the inbox to reveal it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:-1
|
||
msgid "Plus sign icon on the Gmail inbox side panel."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:26
|
||
msgid "Then, use the search bar to search for `Odoo` and locate the :guilabel:`Odoo Inbox Addin`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:-1
|
||
msgid "Odoo Inbox Addin on Google Workspace Marketplace."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:32
|
||
msgid "Or, go directly to the :guilabel:`Odoo Inbox Addin` page on the `Google Workspace Marketplace <https://workspace.google.com/marketplace/app/odoo_inbox_addin/873497133275>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:35
|
||
msgid "Once the plugin is located, click :guilabel:`Install`. Then, click :guilabel:`Continue` to start the installation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:38
|
||
msgid "Next, select which Gmail account the user wishes to connect to Odoo. Then click :guilabel:`Allow` to let Odoo access the Google account. Google will then show a pop-up window confirming that the installation was successful."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:43
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:134
|
||
msgid "Configure the Odoo database"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:45
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:136
|
||
msgid "The :guilabel:`Mail Plugin` feature must be enabled in the Odoo database in order to use the Gmail Plugin. To enable the feature, go to :menuselection:`Settings --> General Settings`. Under the :guilabel:`Integrations` section, activate :guilabel:`Mail Plugin`, and then click :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:-1
|
||
msgid "The Mail Plugin feature in the Settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:55
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:145
|
||
msgid "Configure the Gmail inbox"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:57
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:147
|
||
msgid "In the Gmail inbox, a purple Odoo icon is now visible on the right side panel. Click on the Odoo icon to open up the Odoo plugin window. Then, click on any email in the inbox. Click :guilabel:`Authorize Access` in the plugin window to grant Odoo access to the Gmail inbox."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:-1
|
||
msgid "The Authorize Access button in the right sidebar of the Odoo plugin panel."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:65
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:155
|
||
msgid "Next, click :guilabel:`Login`. Then, enter the URL of the Odoo database that the user wishes to connect to the Gmail inbox, and log in to the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:69
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:159
|
||
msgid "Use the general URL for the database, not the URL of a specific page in the database. For example, use `https://mycompany.odoo.com`, not `https://mycompany.odoo.com/web#cids=1&action=menu`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:73
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:163
|
||
msgid "Finally, click :guilabel:`Allow` to let Gmail access the Odoo database. The browser will then show a :guilabel:`Success!` message. After that, close the window. The Gmail inbox and Odoo database are now connected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:78
|
||
msgid "Odoo On-Premise users"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:80
|
||
msgid "For databases hosted on servers other than Odoo Online (or Odoo.sh), follow the steps below to configure the Gmail Plugin."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:84
|
||
msgid "As part of their security guidelines, Google requires add-on creators to provide a list of URLs that can be used in actions and redirections launched by the add-on. This protects users by ensuring, for example, that no add-on redirects users toward a malicious website. (Read more on `Google Apps Script <https://developers.google.com/apps-script/manifest/allowlist-url>`_.)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:89
|
||
msgid "Since Odoo can only list the `odoo.com` domain and not every on-premise customer's unique server domain, on-premise customers cannot install the Gmail Plugin from the Google Workspace Marketplace."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:96
|
||
msgid "First, access the `GitHub repository <https://github.com/odoo/mail-client-extensions>`_ for the Odoo Mail Plugins. Next, click on the green :guilabel:`Code` button. Then, click :guilabel:`Download ZIP` to download the Mail Plugin files onto the user's computer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:-1
|
||
msgid "Download the ZIP file from the Odoo GitHub repository for Mail Plugins."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:104
|
||
msgid "Open the ZIP file on the computer. Then, go to :menuselection:`mail-client-extensions-master --> gmail --> src --> views`, and open the :file:`login.ts` file using any text editor software, such as Notepad (Windows), TextEdit (Mac), or Visual Studio Code."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:108
|
||
msgid "Delete the following three lines of text from the :file:`login.ts` file:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:116
|
||
msgid "This removes the `odoo.com` domain constraint from the Gmail Plugin program."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:118
|
||
msgid "Next, in the ZIP file, go to :menuselection:`mail-client-extensions-master --> gmail`, and open the file called :guilabel:`appsscript.json`. In the :guilabel:`urlFetchWhitelist` section, replace all the references to `odoo.com` with the Odoo customer's unique server domain."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:122
|
||
msgid "Then, in the same :guilabel:`gmail` folder, open the file called :guilabel:`README.md`. Follow the instructions in the :guilabel:`README.md` file to push the Gmail Plugin files as a Google Project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:126
|
||
msgid "The computer must be able to run Linux commands in order to follow the instructions on the :guilabel:`README.md` file."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/gmail.rst:129
|
||
msgid "After that, share the Google Project with the Gmail account that the user wishes to connect to Odoo. Then, click :guilabel:`Publish` and :guilabel:`Deploy from manifest`. Lastly, click :guilabel:`Install the add-on` to install the Gmail Plugin."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:3
|
||
msgid "Outlook Plugin"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:8
|
||
msgid "The Outlook :doc:`Mail Plugin <../mail_plugins>` needs to be configured both on Odoo and Outlook."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:13
|
||
msgid "Enable Mail Plugin"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:15
|
||
msgid "First, you need to enable the *Mail Plugin* feature in your database. Go to :menuselection:`Settings --> General Settings --> Integrations`, enable *Mail Plugin*, and *Save* the configuration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:21
|
||
msgid "Install the Outlook Plugin"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:23
|
||
msgid "Open your Outlook mailbox and select any email."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:25
|
||
msgid "Click on the *More actions* button and select *Get Add-ins*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:0
|
||
msgid "More actions button in Outlook"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:31
|
||
msgid "Select the *My add-ins* tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:0
|
||
msgid "My add-ins in Outlook"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:37
|
||
msgid "Under *Custom add-ins*, click on *+ Add a custom add-in*, and then on *Add from URL...*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:0
|
||
msgid "Custom add-ins in Outlook"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:43
|
||
msgid "Enter the following URL `https://download.odoocdn.com/plugins/v15/outlook/manifest.xml` and press *OK*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:0
|
||
msgid "Entering the add-in URL in Outlook"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:50
|
||
msgid "Read the warning and click on *Install*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:0
|
||
msgid "Custom add-in installation warning in Outlook"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:59
|
||
msgid "Connect your database"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:61
|
||
msgid "Open any email in your Outlook mailbox, click on the *More actions* button, and select *Odoo for Outlook*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:0
|
||
msgid "Odoo for Outlook add-in button"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:68
|
||
msgid "The right-side panel can now display **Company Insights**. At the bottom, click on *Login*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:0
|
||
msgid "Logging in your Odoo database"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:75
|
||
msgid "Only a limited amount of *Company Insights* (*Lead Enrichment*) requests are available as a trial. This feature requires :ref:`prepaid credits <mail_plugins/pricing>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:79
|
||
msgid "If, after a short while, the panel is still empty, it is possible that your browser cookie settings prevented it from loading. Note that these settings also change if you are in \"Incognito\" mode on your browser."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:84
|
||
msgid "To fix this issue, configure your browser to always allow cookies on Odoo's plugin page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:86
|
||
msgid "For Google Chrome, you can do so by following the guide at: `https://support.google.com/chrome/answer/95647 <https://support.google.com/chrome/answer/95647#:~:text=Allow%20or%20block%20cookies%20for%20a%20specific%20site>`_ and adding `download.odoo.com` to the list of `Sites that can always use cookies`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:90
|
||
msgid "Once done, the Outlook panel needs to be opened again."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:93
|
||
msgid "Enter your Odoo database URL and click on *Login*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:0
|
||
msgid "Entering your Odoo database URL"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:99
|
||
msgid "Click on *Allow* to open the pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:0
|
||
msgid "New window pop-up warning"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:105
|
||
msgid "If you aren't logged into your database, enter your credentials."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:107
|
||
msgid "Click on *Allow* to let the Outlook Plugin connect to your database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:0
|
||
msgid "Allowing the Outlook Plugin to connect to a database"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:116
|
||
msgid "Add a shortcut to the plugin"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:118
|
||
msgid "By default, the Outlook Plugin can be opened from the *More actions* menu. However, to save time, it's possible to add it next to the other default actions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:121
|
||
msgid "In your Outlook mailbox, click on *Settings*, then on *View all Outlook settings*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:0
|
||
msgid "Viewing all Outlook settings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:127
|
||
msgid "Select *Customize actions* under *Mail*, click on *Odoo for Outlook*, and then *Save*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:0
|
||
msgid "Odoo for Outlook customized action"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:133
|
||
msgid "Open any email; the shortcut should be displayed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio.rst:6
|
||
msgid "Studio"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio.rst:17
|
||
msgid "Studio is a toolbox that allows you to customize Odoo without coding knowledge. For example, you can, on any app, add or modify:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio.rst:20
|
||
msgid ":doc:`Fields <studio/fields>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio.rst:21
|
||
msgid ":doc:`Views <studio/views>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio.rst:22
|
||
msgid ":doc:`Models <studio/models_modules_apps>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio.rst:23
|
||
msgid ":doc:`Automated actions <studio/automated_actions>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio.rst:24
|
||
msgid ":doc:`PDF reports <studio/pdf_reports>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio.rst:25
|
||
msgid "Approval rules"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio.rst:26
|
||
msgid "Security rules"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio.rst:28
|
||
msgid "Or you can :doc:`build an app from scratch <studio/models_modules_apps>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio.rst:31
|
||
msgid "`Odoo Tutorials: Studio <https://www.odoo.com/slides/studio-31>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:3
|
||
msgid "Automated actions (automations)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:5
|
||
msgid "Automated actions are used to trigger automatic changes based on user actions (e.g., apply a modification when a field is set to a specific value) or on time conditions (e.g., archive a record 7 days after its last update)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:9
|
||
msgid "To create an automated action with Studio, go to :guilabel:`Automations` from anywhere within Studio."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:12
|
||
msgid "For every automated action you create, the following elements should be defined: the :ref:`studio/automated-actions/model`, the :ref:`studio/automated-actions/trigger`, the :ref:`studio/automated-actions/apply-on`, and the :ref:`studio/automated-actions/action`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:0
|
||
msgid "Example of an automated action on the Subscription model"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:25
|
||
msgid "Model"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:27
|
||
msgid "Select the model where the automated action should be applied."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:30
|
||
msgid "The model you are on when you click on :guilabel:`Automations` is pre-selected by default."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:35
|
||
msgid "Trigger"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:37
|
||
msgid "Define when the automated action should be applied. Six triggers are available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:42
|
||
msgid "On Creation"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:44
|
||
msgid "The action is triggered when a record is created and then saved."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:49
|
||
msgid "On Update"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:51
|
||
msgid "The action is triggered when a previously saved record is edited and then saved."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:53
|
||
msgid "Use :guilabel:`Trigger Fields` to specify which fields - and only those - trigger the action on their update."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:55
|
||
msgid "To detect when a record changes from one state to another, define a :guilabel:`Before Update Domain` filter, which checks if the condition is satisfied before the record is updated. Then set an :ref:`studio/automated-actions/apply-on` filter, which checks if the condition is met after the record is updated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:61
|
||
msgid "If you want the automated action to happen when an email address is set on a contact, define the :guilabel:`Before Update Domain` to `Email is not set`, and the :guilabel:`Apply on` domain to `Email is set`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:0
|
||
msgid "Example of an On Update trigger"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:72
|
||
msgid "On Creation & Update"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:74
|
||
msgid "The action is triggered when a record is created and saved or edited afterward and saved."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:79
|
||
msgid "On Deletion"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:81
|
||
msgid "The action is triggered when a record is deleted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:84
|
||
msgid "This trigger is rarely used, as archiving records is usually preferred to deletion."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:89
|
||
msgid "Based on Form Modification"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:91
|
||
msgid "The action is triggered when any change is done to a trigger field's value on the :ref:`Form view <studio/views/general/form>`, even before saving the record. This trigger only works on the user interface when a modification is made by a user. If the field is changed through another action and not by the user, the action will not run."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:97
|
||
msgid "This trigger can only be used with the :ref:`Execute Python Code action <studio/automated-actions/action/python-code>`, so development is required."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:103
|
||
msgid "Based on Timed Condition"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:105
|
||
msgid "The action is triggered when a trigger field's date or date & time value is reached."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:107
|
||
msgid "To trigger the action after the :guilabel:`Trigger Date`, add a number of minutes, hours, days, or months under :guilabel:`Delay after trigger date`. To trigger the action before, add a negative number instead."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:112
|
||
msgid "If you want to send a reminder email 30 minutes before the start of a calendar event, select the :guilabel:`Start (Calendar Event)` under :guilabel:`Trigger Date` and set the :guilabel:`Delay after trigger date` to **-30** :guilabel:`Minutes`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:0
|
||
msgid "Example of a Based on Timed Condition trigger"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:121
|
||
msgid "By default, the scheduler checks for trigger dates every 4 hours."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:126
|
||
msgid "Apply on"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:128
|
||
msgid "Define on which records of the model the automated action should be applied. It works the same way as when you apply filters on a model."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:134
|
||
msgid "Action"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:136
|
||
msgid "Determine what the automated action should do (server action). There are eight types of action to choose from."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:142
|
||
msgid "Execute Python Code"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:144
|
||
msgid "The action is used to execute Python code. The available variables are described on the :guilabel:`Python Code` tab, which is also used to write your code, or on the :guilabel:`Help` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:147
|
||
msgid "To allow the action to be run through the website, tick :guilabel:`Available on the Website` and add a :guilabel:`Website Path`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:153
|
||
msgid "Create a new Record"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:155
|
||
msgid "The action is used to create a new record on any model."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:158
|
||
msgid "Selecting a :guilabel:`Target Model` is only required if you want to target another model than the one you are on."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:161
|
||
msgid "To link the record that triggered the creation of the new record, select a field under :guilabel:`Link Field`. For example, you could create a contact automatically when a lead is turned into an opportunity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:164
|
||
msgid ":guilabel:`Data to Write` tab: the tab is used to specify the new record's values. After selecting a :guilabel:`Field`, select its :guilabel:`Evaluation Type`:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:167
|
||
msgid ":guilabel:`Value`: used to directly give the field's raw value in the :guilabel:`Value` column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:168
|
||
msgid ":guilabel:`Reference`: used to select the record under the :guilabel:`Record` column and let Studio add the internal ID in the :guilabel:`Value` column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:172
|
||
msgid "If an automated action creates a new task in a project, you can assign it to a specific user by setting the :guilabel:`Field` to :guilabel:`Responsible User (Project)`, the :guilabel:`Evaluation Type` to :guilabel:`Reference`, and the :guilabel:`Record` to a specific user."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:0
|
||
msgid "Example of a Create a new Record action"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:181
|
||
msgid ":guilabel:`Python expression`: used to dynamically define the newly created record’s value for a field using Python code in the :guilabel:`Value` column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:187
|
||
msgid "Update the Record"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:189
|
||
msgid "The action is used to set value(s) for field(s) of any record on the current model."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:192
|
||
msgid "The process to fill in the :guilabel:`Data to Write` tab is the same as described under :ref:`studio/automated-actions/action/new-record`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:198
|
||
msgid "Execute several actions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:200
|
||
msgid "The action is used to trigger multiple actions at the same time. To do so, click on :guilabel:`Add a line` under the :guilabel:`Actions` tab. In the :guilabel:`Child Actions` pop-up, click on :guilabel:`Create` and configure the action."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:207
|
||
msgid "Send Email"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:209
|
||
msgid "The action is used to send an email to a contact linked to a specific record. To do so, select or create an :guilabel:`Email Template`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:215
|
||
msgid "Add Followers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:217
|
||
msgid "The action is used to subscribe existing contacts to the record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:222
|
||
msgid "Create Next Activity"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:224
|
||
msgid "The action is used to schedule a new activity linked to the record. Use the :guilabel:`Activity` tab to set it up as usual, but instead of the :guilabel:`Assigned to` field, select an :guilabel:`Activity User Type`. Select :guilabel:`Specific User` and add the user under :guilabel:`Responsible` if the activity should always be assigned to the same user. To dynamically target a user linked to the record, select :guilabel:`Generic User From Record` instead and change the :guilabel:`User field name` if necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:232
|
||
msgid "After a lead is turned into an opportunity, you want your automated action to set up a call for the user responsible for the lead. To do so, set the :guilabel:`Activity` to :guilabel:`Call` and set the :guilabel:`Activity User Type` to :guilabel:`Generic User From Record`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:0
|
||
msgid "Example of a Create Next Activity action"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:243
|
||
msgid "Send SMS Text Message"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:245
|
||
msgid "The action is used to send an SMS to a contact linked to the record. To do so, select or create an :guilabel:`SMS Template`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/automated_actions.rst:249
|
||
msgid "If you want sent messages to be logged in the Chatter, tick :guilabel:`Log as Note`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:3
|
||
msgid "Fields and widgets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:5
|
||
msgid "Fields structure the models of a database. If you picture a model as a table or spreadsheet, fields are the columns where data is stored in the records (i.e., the rows). Fields also define the type of data that is stored within them. How the data is presented and formatted on the :abbr:`UI (User Interface)` is defined by their widget."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:10
|
||
msgid "From a technical point of view, there are 15 field types in Odoo. However, you can choose from 20 fields in Studio, as some field types are available more than once with a different default widget."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:14
|
||
msgid ":guilabel:`New Fields` can only be added to the :ref:`studio/views/general/form` and :ref:`studio/views/multiple-records/list` views. On other views, you can only add :guilabel:`Existing Fields` :dfn:`(fields already on the model)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:21
|
||
msgid "Simple fields"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:23
|
||
msgid "Simple fields contain basic values, such as text, numbers, files, etc."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:26
|
||
#: ../../content/applications/productivity/studio/fields.rst:325
|
||
msgid "Non-default widgets, when available, are presented as bullet points below."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:31
|
||
msgid "Text (`char`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:33
|
||
msgid "The :guilabel:`Text` field is used for short text containing any character. One text line is displayed when filling out the field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:36
|
||
#: ../../content/applications/productivity/studio/fields.rst:220
|
||
msgid ":guilabel:`Badge`: displays the value inside a rounded shape, similar to a tag. The value cannot be edited on the UI, but a default value can be set."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:38
|
||
#: ../../content/applications/productivity/studio/fields.rst:71
|
||
msgid ":guilabel:`Copy to Clipboard`: users can copy the value by clicking a button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:39
|
||
msgid ":guilabel:`E-mail`: the value becomes a clickable *mailto* link."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:40
|
||
msgid ":guilabel:`Image`: displays an image using a URL. The value cannot be edited manually, but a default value can be set."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:44
|
||
msgid "This works differently than selecting the :ref:`Image field <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/productivity/studio/fields.rst:49
|
||
msgid ":guilabel:`Phone`: the value becomes a clickable *tel* link."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:52
|
||
msgid "Tick :guilabel:`Enable SMS` to add an option to send an SMS directly from Odoo next to the field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:55
|
||
msgid ":guilabel:`URL`: the value becomes a clickable URL."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:0
|
||
msgid "Examples of Text fields with different widgets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:66
|
||
msgid "Multiline Text (`text`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:68
|
||
msgid "The :guilabel:`Multiline Text` field is used for longer text containing any type of character. Two text lines are displayed on the UI when filling out the field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:0
|
||
msgid "Examples of Multiline Text fields with different widgets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:82
|
||
msgid "Integer (`integer`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:84
|
||
msgid "The :guilabel:`Integer` field is used for all integer numbers (:dfn:`positive, negative, or zero, without a decimal`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:87
|
||
msgid ":guilabel:`Percentage Pie`: displays the value inside a percentage circle, usually for a computed value. The value cannot be edited on the UI, but a default value can be set."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:89
|
||
#: ../../content/applications/productivity/studio/fields.rst:118
|
||
msgid ":guilabel:`Progress Bar`: displays the value next to a percentage bar, usually for a computed value. The field cannot be edited manually, but a default value can be set."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:91
|
||
msgid ":guilabel:`Handle`: displays a drag handle icon to order records manually in :ref:`List view <studio/views/multiple-records/list>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:0
|
||
msgid "Examples of Integer fields with different widgets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:103
|
||
msgid "Decimal (`float`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:105
|
||
msgid "The :guilabel:`Decimal` field is used for all decimal numbers (:dfn:`positive, negative, or zero, with a decimal`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:109
|
||
msgid "Decimal numbers are displayed with two decimals after the decimal point on the UI, but they are stored in the database with more precision."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:112
|
||
msgid ":guilabel:`Monetary`: it is similar to using the :ref:`Monetary field <studio/fields/simple-fields/monetary>`. It is recommended to use the later as it offers more functionalities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:115
|
||
msgid ":guilabel:`Percentage`: displays a percent character `%` after the value."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:116
|
||
msgid ":guilabel:`Percentage Pie`: displays the value inside a percentage circle, usually for a computed value. The field cannot be edited manually, but a default value can be set."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:120
|
||
msgid ":guilabel:`Time`: the value must follow the *hh:mm* format, with a maximum of 59 minutes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:0
|
||
msgid "Examples of Decimal fields with different widgets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:131
|
||
msgid "Monetary (`monetary`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:133
|
||
msgid "The :guilabel:`Monetary` field is used for all monetary values."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:136
|
||
msgid "When you first add a :guilabel:`Monetary` field, you are prompted to add a :guilabel:`Currency` field if none exists already on the model. Odoo offers to add the :guilabel:`Currency` field for you. Once it is added, add the :guilabel:`Monetary` field again."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:0
|
||
msgid "Example of a Monetary field along with its Currency field"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:149
|
||
msgid "Html (`html`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:151
|
||
msgid "The :guilabel:`Html` field is used to add text that can be edited using the Odoo HTML editor."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:153
|
||
msgid ":guilabel:`Multiline Text`: disables the Odoo HTML editor to allow editing raw HTML."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:0
|
||
msgid "Examples of Html fields with different widgets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:164
|
||
msgid "Date (`date`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:166
|
||
msgid "The :guilabel:`Date` field is used to select a date on a calendar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:168
|
||
msgid ":guilabel:`Remaining Days`: the remaining number of days before the selected date is displayed (e.g., *In 5 days*), based on the current date."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:0
|
||
msgid "Examples of Date fields with different widgets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:180
|
||
msgid "Date & Time (`datetime`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:182
|
||
msgid "The :guilabel:`Date & Time` field is used to select a date on a calendar and a time on a clock. The user's current time is automatically used if no time is set."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:185
|
||
msgid ":guilabel:`Date`: used to record the time without displaying it on the UI."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:186
|
||
msgid ":guilabel:`Remaining days`: displays the remaining number of days before the selected date (e.g., *In 5 days*), based on the current date and time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:0
|
||
msgid "Examples of Date & Time fields with different widgets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:198
|
||
msgid "Checkbox (`boolean`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:200
|
||
msgid "The :guilabel:`Checkbox` field is used when a value should only be true or false, indicated by checking or unchecking a checkbox."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:203
|
||
msgid ":guilabel:`Button`: displays a radio button. The widget works without switching to the edit mode."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:204
|
||
msgid ":guilabel:`Toggle`: displays a toggle button. The widget works without switching to the edit mode."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:0
|
||
msgid "Examples of Checkbox fields with different widgets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:215
|
||
msgid "Selection (`selection`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:217
|
||
msgid "The :guilabel:`Selection` field is used when users should select a single value from a group of predefined values."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:222
|
||
msgid ":guilabel:`Badges`: displays all selectable values simultaneously inside rectangular shapes, organized horizontally."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:224
|
||
msgid ":guilabel:`Priority`: displays star symbols instead of values, which can be used to indicate an importance or satisfaction level, for example. This has the same effect as selecting the :ref:`Priority field <studio/fields/simple-fields/priority>`, although, for the latter, four priority values are already predefined."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:228
|
||
#: ../../content/applications/productivity/studio/fields.rst:352
|
||
msgid ":guilabel:`Radio`: displays all selectable values at the same time as radio buttons."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:231
|
||
msgid "By default, radio buttons are organized vertically. Tick :guilabel:`display horizontally` to switch the way they are displayed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:0
|
||
msgid "Examples of Selection fields with different widgets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:243
|
||
msgid "Priority (`selection`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:245
|
||
msgid "The :guilabel:`Priority` field is used to display a three-star rating system, which can be used to indicate importance or satisfaction level. This field type is a :ref:`Selection field <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/productivity/studio/fields.rst:253
|
||
msgid "To change the number of available stars by adding or removing values, click :guilabel:`Edit Values`. Note that the first value is equal to 0 stars (i.e., when no selection is made), so having four values results in a three-star rating system, for example."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:0
|
||
msgid "Example of a Priority field"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:266
|
||
msgid "File (`binary`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:268
|
||
msgid "The :guilabel:`File` field is used to upload any type of file, or sign a form (:guilabel:`Sign` widget)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:271
|
||
msgid ":guilabel:`Image`: users can upload an image file, which is then displayed in :ref:`Form view <studio/views/general/form>`. This has the same effect as using the :ref:`Image field <studio/fields/simple-fields/image>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:274
|
||
msgid ":guilabel:`PDF Viewer`: users can upload a PDF file, which can be then browsed from the :ref:`Form view <studio/views/general/form>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:276
|
||
msgid ":guilabel:`Sign`: users can electronically sign the form. This has the same effect as selecting the :ref:`Sign field <studio/fields/simple-fields/sign>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:0
|
||
msgid "Examples of File fields with different widgets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:288
|
||
msgid "Image (`binary`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:290
|
||
msgid "The :guilabel:`Image` field is used to upload an image and display it in :ref:`Form view <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/productivity/studio/fields.rst:297
|
||
msgid "To change the display size of uploaded images, select :guilabel:`Small`, :guilabel:`Medium`, or :guilabel:`Large` under the :guilabel:`Size` option."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:303
|
||
msgid "Sign (`binary`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:305
|
||
msgid "The :guilabel:`Sign` field is used to sign the form electronically. This field type is a :ref:`File field <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/productivity/studio/fields.rst:311
|
||
msgid "To give users the :guilabel:`Auto` option when having to draw their signature, select one of the available :guilabel:`Auto-complete with` fields (:ref:`Text <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/productivity/studio/fields.rst:320
|
||
msgid "Relational fields"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:322
|
||
msgid "Relational fields are used to link and display the data from records on another model."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:330
|
||
msgid "Many2One (`many2one`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:332
|
||
msgid "The :guilabel:`Many2One` field is used to link another record (from another model) to the record being edited. The record's name from the other model is then displayed on the record being edited."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:336
|
||
msgid "On the *Sales Order* model, the :guilabel:`Customer` field is a :guilabel:`Many2One` field pointing at the *Contact* model. This allows **many** sales orders to be linked to **one** contact (customer)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:0
|
||
msgid "Diagram showing a many2one relationship"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:345
|
||
msgid "To prevent users from creating a new record in the linked model, tick :guilabel:`Disable creation`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:347
|
||
msgid "To prevent users from opening records in a pop-up window, tick :guilabel:`Disable opening`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:348
|
||
msgid "To help users only select the right record, click on :guilabel:`Domain` to create a filter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:350
|
||
msgid ":guilabel:`Badge`: displays the value inside a rounded shape, similar to a tag. The value cannot be edited on the UI."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:357
|
||
msgid "One2Many (`one2many`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:359
|
||
msgid "The :guilabel:`One2Many` field is used to display the existing relations between a record on the current model and multiple records from another model."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:363
|
||
msgid "You could add a :guilabel:`One2Many` field on the *Contact* model to look at **one** customer's **many** sales orders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:0
|
||
msgid "Diagram showing a one2many relationship"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:371
|
||
msgid "To use a :guilabel:`One2Many` field, the two models must have been linked already using a :ref:`Many2One field <studio/fields/relational-fields/many2one>`. One2Many relations do not exist independently: a reverse-search of existing Many2One relations is performed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:378
|
||
msgid "Lines (`one2many`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:380
|
||
msgid "The :guilabel:`Lines` field is used to create a table with rows and columns (e.g., the lines of products on a sales order)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:384
|
||
msgid "To modify the columns, click on the :guilabel:`Lines` field and then :guilabel:`Edit List View`. To edit the form that pops up when a user clicks on :guilabel:`Add a line`, click on :guilabel:`Edit Form View` instead."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:0
|
||
msgid "Example of a Lines field"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:397
|
||
msgid "Many2Many (`many2many`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:399
|
||
msgid "The :guilabel:`Many2Many` field is used to link multiple records from another model to multiple records on the current model. Many2Many fields can use :guilabel:`Disable creation`, :guilabel:`Disable opening`, :guilabel:`Domain`, just like :ref:`Many2One fields <studio/fields/relational-fields/many2one>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:405
|
||
msgid "On the *Task* model, the :guilabel:`Assignees` field is a :guilabel:`Many2Many` field pointing at the *Contact* model. This allows a single user to be assigned to **many** tasks and **many** users to be assigned to a single task."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:0
|
||
msgid "Diagram showing many2many relationships"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:413
|
||
msgid ":guilabel:`Checkboxes`: users can select several values using checkboxes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:414
|
||
msgid ":guilabel:`Tags`: users can select several values appearing in rounded shapes, also known as *tags*. This has the same effect as selecting the :ref:`Tags field <studio/fields/relational-fields/tags>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:421
|
||
msgid "Tags (`many2many`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:423
|
||
msgid "The :guilabel:`Tags` field is used to display several values from another model appearing in rounded shapes, also known as *tags*. This field type is a :ref:`Many2Many field <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/productivity/studio/fields.rst:430
|
||
msgid "To display tags with different background colors, tick :guilabel:`Use colors`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:0
|
||
msgid "Example of a Tags field"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:441
|
||
msgid "Related Field (`related`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:443
|
||
msgid "A :guilabel:`Related Field` is not a relational field per se; no relationship is created between models. It uses an existing relationship to fetch and display information from another record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:447
|
||
msgid "To display the email address of a customer on the *Sales Order* model, use the :guilabel:`Related Field` `partner_id.email` by selecting :guilabel:`Customer` and then :guilabel:`Email`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:455
|
||
msgid ":guilabel:`Invisible`: When it is not necessary for users to view a field on the UI, tick :guilabel:`Invisible`. It helps clear the UI by only showing the essential fields depending on a specific situation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:460
|
||
msgid "On the *Form* view of the *Contact* model, the :guilabel:`Title` field only appears when :guilabel:`Individual` is selected, as that field would not be helpful for a :guilabel:`Company` contact."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:465
|
||
msgid "The :guilabel:`Invisible` attribute also applies to Studio. To view hidden fields inside Studio, click on a view's :guilabel:`View` tab and tick :guilabel:`Show Invisible Elements`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:469
|
||
msgid ":guilabel:`Required`: If a field should always be completed by the user before being able to proceed, tick :guilabel:`Required`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:471
|
||
msgid ":guilabel:`Read only`: If users should not be able to modify a field, tick :guilabel:`Read only`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:474
|
||
msgid "You can choose to apply these three properties only for specific records by clicking on :guilabel:`Conditional` and creating a filter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:477
|
||
msgid ":guilabel:`Label`: The :guilabel:`Label` is the field's name on the UI."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:480
|
||
msgid "This is not the same name as used in the PostgreSQL database. To view and change the latter, activate the :ref:`Developer mode <developer-mode>`, and edit the :guilabel:`Technical Name`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:483
|
||
msgid ":guilabel:`Help Tooltip`: To explain the purpose of a field, write a description under :guilabel:`Help Tooltip`. It is displayed inside a tooltip box when hovering with your mouse over the field's label."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:486
|
||
msgid ":guilabel:`Placeholder`: To provide an example of how a field should be completed, write it under :guilabel:`Placeholder`. It is displayed in light gray in lieu of the field's value."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:488
|
||
msgid ":guilabel:`Widget`: To change the default appearance or functionality of a field, select one of the available widgets."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:490
|
||
msgid ":guilabel:`Default value`: To add a default value to a field when a record is created, use :guilabel:`Default value`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/fields.rst:492
|
||
msgid ":guilabel:`Limit visibility to groups`: To limit which users can see the field, select a user access group."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/models_modules_apps.rst:3
|
||
msgid "Models, modules, and apps"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/models_modules_apps.rst:5
|
||
msgid "Models determine the logical structure of a database and how data is stored, organized, and manipulated. In other words, a model is a table of information that can be linked with other tables. A model usually represents a business concept, such as a *sales order*, *contact*, or *product*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/models_modules_apps.rst:9
|
||
msgid "Modules and apps contain various elements, such as models, views, data files, web controllers, and static web data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/models_modules_apps.rst:13
|
||
msgid "All apps are modules. Larger, standalone modules are typically referred to as apps, whereas other modules usually serve as add-ons to said apps."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/models_modules_apps.rst:19
|
||
msgid "Suggested features"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/models_modules_apps.rst:21
|
||
msgid "When you create a new model or app with Studio, you can choose to add up to 14 features to speed up the creation process. These features bundle fields, default settings, and views that are usually used together to provide some standard functionality. Most of these features can be added later on, but adding them from the start makes the model creation process much easier. Furthermore, these features interact together in some cases to increase their usefulness."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/models_modules_apps.rst:28
|
||
msgid "Creating a model with the :ref:`studio/models-modules-apps/suggested-features/picture` and :ref:`studio/models-modules-apps/suggested-features/pipeline-stages` features enabled adds the image in the card layout of the :ref:`Kanban view <studio/views/multiple-records/kanban>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/models_modules_apps.rst:0
|
||
msgid "Combination of the Picture and Pipeline stages features on the Kanban view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/models_modules_apps.rst:39
|
||
msgid "Contact details"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/models_modules_apps.rst:41
|
||
msgid "Selecting :guilabel:`Contact details` adds to the :ref:`Form view <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/productivity/studio/models_modules_apps.rst:0
|
||
msgid "Contact details feature on the Form view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/models_modules_apps.rst:57
|
||
msgid "User assignment"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/models_modules_apps.rst:59
|
||
msgid "Selecting :guilabel:`User assignment` adds to the :ref:`Form view <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/productivity/studio/models_modules_apps.rst:0
|
||
msgid "User assignment feature on the Form view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/models_modules_apps.rst:75
|
||
msgid "Date & Calendar"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/models_modules_apps.rst:77
|
||
msgid "Selecting :guilabel:`Date & Calendar` adds to the :ref:`Form view <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/productivity/studio/models_modules_apps.rst:84
|
||
msgid "Date range & Gantt"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/models_modules_apps.rst:86
|
||
msgid "Selecting :guilabel:`Date range & Gantt` adds to the :ref:`Form view <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/productivity/studio/models_modules_apps.rst:94
|
||
msgid "Pipeline stages"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/models_modules_apps.rst:96
|
||
msgid "Selecting :guilabel:`Pipeline stages` activates the :ref:`Kanban view <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/productivity/studio/models_modules_apps.rst:105
|
||
msgid "The :guilabel:`Pipeline stages` feature can be added at a later stage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/models_modules_apps.rst:110
|
||
msgid "Tags"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/models_modules_apps.rst:112
|
||
msgid "Selecting :guilabel:`Tags` adds to the :ref:`studio/views/general/form` and :ref:`studio/views/multiple-records/list` views a :ref:`Tags field <studio/fields/relational-fields/tags>`, creating a *Tag* model with preconfigured access rights in the process."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/models_modules_apps.rst:120
|
||
msgid "Picture"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/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/productivity/studio/models_modules_apps.rst:126
|
||
msgid "The :guilabel:`Picture` feature can be added at a later stage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/models_modules_apps.rst:131
|
||
msgid "Lines"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/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/productivity/studio/models_modules_apps.rst:139
|
||
msgid "Notes"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/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/productivity/studio/models_modules_apps.rst:147
|
||
msgid "Monetary value"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/models_modules_apps.rst:149
|
||
msgid "Selecting :guilabel:`Monetary value` adds to the :ref:`studio/views/general/form` and :ref:`studio/views/multiple-records/list` views a :ref:`Monetary field <studio/fields/simple-fields/monetary>`. The :ref:`studio/views/reporting/graph` and :ref:`studio/views/reporting/pivot` views are also activated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/models_modules_apps.rst:155
|
||
msgid "A *Currency* field is added and hidden from the view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/models_modules_apps.rst:160
|
||
msgid "Company"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/models_modules_apps.rst:162
|
||
msgid "Selecting :guilabel:`Company` adds to the :ref:`studio/views/general/form` and :ref:`studio/views/multiple-records/list` views a :ref:`Many2One field <studio/fields/relational-fields/many2one>` linked to the *Company* model."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/models_modules_apps.rst:167
|
||
msgid "This is only useful if you work in a multi-company environment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/models_modules_apps.rst:172
|
||
msgid "Custom Sorting"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/models_modules_apps.rst:174
|
||
msgid "Selecting :guilabel:`Custom Sorting` adds to the :ref:`List view <studio/views/multiple-records/list>` a drag handle icon to manually reorder records."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/models_modules_apps.rst:0
|
||
msgid "Custom Sorting feature on the List view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/models_modules_apps.rst:186
|
||
msgid "Chatter"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/models_modules_apps.rst:188
|
||
msgid "Selecting :guilabel:`Chatter` adds to the :ref:`Form view <studio/views/general/form>` Chatter functionalities (sending messages, logging notes, and scheduling activities)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/models_modules_apps.rst:192
|
||
msgid "The :guilabel:`Chatter` feature can be added at a later stage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/models_modules_apps.rst:0
|
||
msgid "Chatter feature on the Form view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/models_modules_apps.rst:203
|
||
msgid "Archiving"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/models_modules_apps.rst:205
|
||
msgid "Selecting :guilabel:`Archiving` adds to the :ref:`studio/views/general/form` and :ref:`studio/views/multiple-records/list` views the :guilabel:`Archive` action and hides archived records from searches and views by default."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/models_modules_apps.rst:212
|
||
msgid "Export and import customizations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/models_modules_apps.rst:214
|
||
msgid "When you do any customization with Studio, a new module named :guilabel:`Studio customizations` is added to your database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/models_modules_apps.rst:217
|
||
msgid "To export these customizations, go to :menuselection:`Main dashboard --> Studio --> Customizations --> Export` to download a ZIP file containing all customizations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/models_modules_apps.rst:220
|
||
msgid "To import and install these customizations in another database, connect to the destination database and go to :menuselection:`Main dashboard --> Studio --> Customizations --> Import`, then upload the exported ZIP file before clicking on the :guilabel:`Import` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/models_modules_apps.rst:225
|
||
msgid "Before importing, make sure the destination database contains the same apps and modules as the source database. Studio does not add the underlying modules as dependencies of the exported module."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:3
|
||
msgid "PDF reports"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:5
|
||
msgid "With Studio, you can edit existing PDF reports (e.g., orders and quotations) or create new ones."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:10
|
||
msgid "Default layout"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:12
|
||
msgid "The default layout of reports is managed outside Studio. Go to :menuselection:`Settings --> Companies: Document Layout --> Configure Document Layout`. Layout settings apply to all reports but only to the current company."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:17
|
||
msgid "Use :guilabel:`Download PDF Preview` to view how the different settings affect the layout of a sample invoice."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:23
|
||
msgid "Layout"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:25
|
||
msgid "Four layouts are available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:29
|
||
msgid "Light"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:0
|
||
msgid "Light report layout sample"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:35
|
||
msgid "Boxed"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:0
|
||
msgid "Boxed report layout sample"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:41
|
||
msgid "Bold"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:0
|
||
msgid "Bold report layout sample"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:47
|
||
msgid "Striped"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:0
|
||
msgid "Striped report layout sample"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:56
|
||
msgid "Font"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:58
|
||
msgid "Seven fonts are available. Click on the links below to preview them on `Google Fonts <https://fonts.google.com/>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:61
|
||
msgid "`Lato <https://fonts.google.com/specimen/Lato#type-tester>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:62
|
||
msgid "`Roboto <https://fonts.google.com/specimen/Roboto#type-tester>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:63
|
||
msgid "`Open Sans <https://fonts.google.com/specimen/Open+Sans#type-tester>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:64
|
||
msgid "`Montserrat <https://fonts.google.com/specimen/Montserrat#type-tester>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:65
|
||
msgid "`Oswald <https://fonts.google.com/specimen/Oswald#type-tester>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:66
|
||
msgid "`Raleway <https://fonts.google.com/specimen/Raleway#type-tester>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:67
|
||
msgid "`Tajawal <https://fonts.google.com/specimen/Tajawal#type-tester>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:70
|
||
msgid ":guilabel:`Tajawal` supports both Arabic and Latin scripts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:75
|
||
msgid "Company logo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:77
|
||
msgid "Upload an image file to add a :guilabel:`Company Logo`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:80
|
||
msgid "This adds the logo to the company’s record on the *Company* model, which you can access by going to :menuselection:`General Settings --> Companies --> Update Info`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:86
|
||
msgid "Colors"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:88
|
||
msgid "Change the primary and secondary colors used throughout reports to highlight important elements. The default colors are automatically generated based on the colors of the logo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:94
|
||
msgid "Layout background"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:96
|
||
msgid "Change the :guilabel:`Layout Background` of the report:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:98
|
||
msgid ":guilabel:`Blank`: nothing is displayed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:99
|
||
msgid ":guilabel:`Geometric`: an image featuring geometric shapes is displayed in the background."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:100
|
||
msgid ":guilabel:`Custom`: use a custom background image by uploading one."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:105
|
||
msgid "Company tagline"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:107
|
||
msgid "The :guilabel:`Company Tagline` is displayed on the header of :ref:`External reports <studio/pdf-reports/header-footer/external>`. You can add multiple lines of text."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:113
|
||
msgid "Company details"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:115
|
||
msgid "The :guilabel:`Company Details` are displayed on the header of :ref:`External reports <studio/pdf-reports/header-footer/external>`. You can add multiple lines of text."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:121
|
||
msgid "Footer"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:123
|
||
msgid "Use the :guilabel:`Footer` field to put any text in the :ref:`External reports' <studio/pdf-reports/header-footer/external>` footers. You can add multiple lines of text."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:129
|
||
msgid "Paper format"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:131
|
||
msgid "Use the :guilabel:`Paper format` field to change the paper size of reports. You can either select :guilabel:`A4` (21 cm x 29.7 cm) or :guilabel:`US Letter` (21.59 cm x 27.54 cm)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:135
|
||
msgid "You can change the :guilabel:`Paper format` on individual reports. Open the app containing the report, then :menuselection:`Toggle Studio --> Reports --> Select or Create a report --> Report --> Select a Paper format`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:-1
|
||
msgid "Configuration pop-up window for the default layout of PDF reports"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:146
|
||
msgid "Header and footer"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:148
|
||
msgid "When creating a new report in Studio, you must choose between one of three styles of reports first. This is solely used to determine what is displayed on the header and footer. To do so, go to the app on which you want to add a new report, then :menuselection:`Studio button --> Reports --> Create` and select :ref:`studio/pdf-reports/header-footer/external`, :ref:`studio/pdf-reports/header-footer/internal`, or :ref:`studio/pdf-reports/header-footer/blank`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:157
|
||
msgid "External"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:159
|
||
msgid "The header displays the company :ref:`studio/pdf-reports/default-layout/logo` and several values set on the *Company* model: the :guilabel:`Company Name`, :guilabel:`Phone`, :guilabel:`Email`, and :guilabel:`Website`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:164
|
||
msgid "To change a company's information, go to :menuselection:`Settings --> Companies --> Update Info`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:-1
|
||
msgid "Example of an External header"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:170
|
||
msgid "The footer displays the values set on the :ref:`studio/pdf-reports/default-layout/footer`, :ref:`studio/pdf-reports/default-layout/details`, and :ref:`studio/pdf-reports/default-layout/tagline` fields, as well as the page number."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:-1
|
||
msgid "Example of an External footer"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:181
|
||
msgid "Internal"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:183
|
||
msgid "The header displays the user's current date and time, :guilabel:`Company Name`, and page number."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:185
|
||
msgid "There is no footer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:190
|
||
msgid "Blank"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:192
|
||
msgid "There is neither a header nor a footer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:197
|
||
msgid "Add tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:199
|
||
msgid "After opening an existing report or creating a new one, go to the :guilabel:`Add` tab to add or edit elements. The elements are organized into four categories: :ref:`studio/pdf-reports/elements/block`, :ref:`studio/pdf-reports/elements/inline`, :ref:`studio/pdf-reports/elements/table`, and :ref:`studio/pdf-reports/elements/column`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:207
|
||
msgid "Block"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:209
|
||
msgid "Block elements start on a new line and occupy the full width of the page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:212
|
||
msgid "You can set an element's width by selecting it and going to the :guilabel:`Options` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:214
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:244
|
||
msgid ":guilabel:`Text`: add any text using small font size by default."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:216
|
||
msgid ":guilabel:`Title Block`: add any text using larger font size by default."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:218
|
||
msgid ":guilabel:`Image`: add an image. You can either upload one from your device, add one from an URL, or select one already existing on your database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:221
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:246
|
||
msgid ":guilabel:`Field`: dynamically add a field's value."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:223
|
||
msgid ":guilabel:`Field & Label`: to dynamically add a field's value and label."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:225
|
||
msgid ":guilabel:`Address Block`: to dynamically add the values, if any, of a contact's (`res.partner` model): *Name*, *Address*, *Phone*, *Mobile*, and *Email*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:0
|
||
msgid "Example of an Address Block"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:235
|
||
msgid "Inline"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:237
|
||
msgid "Inline elements are used around other elements. They do not start on a new line and the width adapts to length of the content."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:241
|
||
msgid "You can set an element's width and margins by selecting it and going to the :guilabel:`Options` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:251
|
||
msgid "Table"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:253
|
||
msgid "Table elements are used together to create a data table."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:255
|
||
msgid ":guilabel:`Data table`: create a table and dynamically add a first column displaying the *Name* values of a :ref:`Many2Many <studio/fields/relational-fields/many2many>` or :ref:`One2Many <studio/fields/relational-fields/one2many>` field on your model."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:0
|
||
msgid "Example of a Data table"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:263
|
||
msgid ":guilabel:`Field Column`: add a new column to the table displaying the values of a :ref:`Related Field <studio/fields/relational-fields/related-field>` to the one used to create the :guilabel:`Data table`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:267
|
||
msgid ":guilabel:`Text in Cell`: add any text within an existing table cell."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:269
|
||
msgid ":guilabel:`Field in Cell`: add, within an existing table cell, the values of a :ref:`Related Field <studio/fields/relational-fields/related-field>` to the one used to create the :guilabel:`Data table`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:273
|
||
msgid ":guilabel:`Subtotal & Total`: add an existing :guilabel:`Total` field's value. If a :guilabel:`Taxes` field exists, the untaxed and taxes amounts are added before the total amount."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:279
|
||
msgid "Column"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:281
|
||
msgid "Columns are used to add multiple :ref:`blocks <studio/pdf-reports/elements/block>` elements on the same line."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:284
|
||
msgid ":guilabel:`Two Columns`: add any text in two different columns."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:286
|
||
msgid ":guilabel:`Three Columns`: add any text in three different columns."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:289
|
||
msgid "Report tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:291
|
||
msgid "Several configuration options are available under the :guilabel:`Report` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:293
|
||
msgid ":guilabel:`Name`: change the report name. The new name is applied everywhere (in Studio, under the :guilabel:`Print` button, and for the PDF file name)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:296
|
||
msgid ":guilabel:`Paper format`: change the paper size of the report."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:298
|
||
msgid ":guilabel:`Add in print`: add the report under the :guilabel:`🖶 Print` button available on the record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:301
|
||
msgid ":guilabel:`Limit visibility to groups`: limit the availability of the PDF report to specific :doc:`user groups <../../general/users/access_rights>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:305
|
||
msgid "Options tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:307
|
||
msgid "Select an element on the report to access the element's options and edit it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:-1
|
||
msgid "The Options tab for a text element"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:314
|
||
msgid "You can select and edit multiple elements at the same time by clicking on the different sections or divisions (e.g., `div`, `table`, etc.)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:317
|
||
msgid "Below are presented some of the most common options:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:319
|
||
msgid ":guilabel:`Margins`: add spacing at the :guilabel:`top`, :guilabel:`right`, :guilabel:`bottom`, and :guilabel:`left` of the element."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:322
|
||
msgid ":guilabel:`Width`: set the element's maximum width."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:324
|
||
msgid ":guilabel:`Visible if`: set under which condition(s) the element should be displayed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:326
|
||
msgid ":guilabel:`Visible for`: set for which :doc:`users groups <../../general/users/access_rights>` the element should be displayed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:329
|
||
msgid ":guilabel:`Remove from View`: remove the element from the report's view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:331
|
||
msgid ":guilabel:`Text decoration`: bold, italicize, and underline the font."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:333
|
||
msgid ":guilabel:`Alignment`: align the element to the left, center, or right of the report."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:335
|
||
msgid ":guilabel:`Font style`: use one of the default font styles."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:337
|
||
msgid ":guilabel:`Colors`: change the font's color and the background color."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/pdf_reports.rst:340
|
||
msgid "You may need to select a section or division above the element you want to edit to see some of the options described above."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:3
|
||
msgid "Views"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:5
|
||
msgid "Views are the interface that allows displaying the data contained in a model. One model can have several views, which are simply different ways to show the same data. In Studio, views are organized into four categories: :ref:`general <studio/views/general>`, :ref:`multiple records <studio/views/multiple-records>`, :ref:`timeline <studio/views/timeline>`, and :ref:`reporting <studio/views/reporting>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:12
|
||
msgid "To change the default view of a model, go to :menuselection:`Studio --> Views --> Dropdown menu (⋮) --> Set as Default`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:16
|
||
msgid "You can modify views by using the built-in XML editor. To do so, activate :ref:`Developer mode <developer-mode>`, go to the view you want to edit, select the :guilabel:`View` tab and then click on :guilabel:`</> XML`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:21
|
||
msgid "If you are editing a view using the XML editor, avoid making changes directly to standard views and inherited views, as those would be reset and would not be kept in case of an update or module upgrade. Always make sure you select the right Studio inherited views. Indeed, when you modify a view in Studio by drag-and-dropping a new field, a specific Studio inherited view and its XPath, the latter which defines which part of the view is modified, are automatically generated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:31
|
||
msgid "General views"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:34
|
||
#: ../../content/applications/productivity/studio/views.rst:97
|
||
#: ../../content/applications/productivity/studio/views.rst:195
|
||
#: ../../content/applications/productivity/studio/views.rst:311
|
||
msgid "The settings described below are found under the view's :guilabel:`View` tab unless specified otherwise."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:40
|
||
msgid "Form"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:42
|
||
msgid "The :guilabel:`Form` view is used when creating and editing records, such as contacts, sales orders, products, etc."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:45
|
||
msgid "To structure a form, drag-and-drop the :guilabel:`Tabs and Columns` element found under the :guilabel:`+ Add` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:47
|
||
#: ../../content/applications/productivity/studio/views.rst:132
|
||
msgid "To prevent users from creating, editing, or deleting records, untick :guilabel:`Can Create`, :guilabel:`Can Edit`, or :guilabel:`Can Delete`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:0
|
||
msgid "Sales order model's Form view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:59
|
||
msgid "Activity"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:61
|
||
msgid "The :guilabel:`Activity` view is used to schedule and have an overview of activities (emails, calls, etc.) linked to records."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:65
|
||
msgid "This view can only be modified within Studio by editing the XML code."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:0
|
||
msgid "Lead/Opportunity model's Activity view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:76
|
||
msgid "Search"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:78
|
||
msgid "The :guilabel:`Search` view is added on top of other views to filter, group, and search records."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:80
|
||
msgid "To add custom :guilabel:`Filters` and structure them using :guilabel:`Separators`, go to the :guilabel:`+ Add` tab and drag and drop them under :guilabel:`Filters`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:82
|
||
msgid "To add an existing field under the search dropdown menu, go to the :guilabel:`+ Add` tab and drag-and-drop it under :guilabel:`Autocompletion Fields`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:0
|
||
msgid "Project model's Search view on the Kanban view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:94
|
||
msgid "Multiple records views"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:103
|
||
msgid "Kanban"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:105
|
||
msgid "The :guilabel:`Kanban` view is often used to support business flows by moving records across stages or as an alternative way to display records inside *cards*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:109
|
||
msgid "If the :guilabel:`Kanban` view exists, it is used by default to display data on mobile devices instead of the :ref:`List view <studio/views/multiple-records/list>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:112
|
||
msgid "To prevent users from creating new records, untick :guilabel:`Can Create`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:113
|
||
msgid "To create records directly within the view, in a minimalistic form, enable :guilabel:`Quick Create`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:115
|
||
msgid "To change the way records are grouped by default, select a new group under :guilabel:`Default Group by`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:0
|
||
msgid "Project model's Kanban view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:127
|
||
msgid "List"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:129
|
||
msgid "The :guilabel:`List` view is used to overview many records at once, look for records, and edit simple records."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:134
|
||
msgid "To create and edit records directly within the view, select either :guilabel:`New record on top` or :guilabel:`New record at the bottom` under :guilabel:`Editable`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:138
|
||
msgid "This prevents users from opening records in :ref:`Form view <studio/views/general/form>` from the :guilabel:`List` view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:141
|
||
msgid "To edit several records at once, tick :guilabel:`Enable Mass Editing`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:142
|
||
msgid "To change the way records are sorted by default, select a field under :guilabel:`Sort By`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:145
|
||
msgid "To add a drag handle icon to reorder records manually, add an :ref:`Integer field <studio/fields/simple-fields/integer>` with the :guilabel:`Handle` widget."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:0
|
||
msgid "Drag handle icon enabling to sort records manually in List view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:0
|
||
msgid "Sales order model's List view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:161
|
||
msgid "Map"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:163
|
||
msgid "The :guilabel:`Map` view is used to display records on a map. For example, it is used in the Field Service app to plan an itinerary between different tasks."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:167
|
||
msgid "A :ref:`Many2One field <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/productivity/studio/views.rst:170
|
||
msgid "To select which kind of contact should be used on the map, select it under :guilabel:`Contact Field`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:172
|
||
msgid "To hide the name or the address of the record, tick :guilabel:`Hide name` or :guilabel:`Hide Address`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:174
|
||
msgid "To add information from other fields, select them under :guilabel:`Additional Fields`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:175
|
||
msgid "To have a route suggested between the different records, tick :guilabel:`Enable Routing` and select which field should be used to sort records for the routing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:0
|
||
msgid "Task model's Map view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:187
|
||
msgid "Timeline views"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:190
|
||
msgid "When you first activate one of the timeline views, you need to select which :ref:`Date <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/productivity/studio/views.rst:203
|
||
msgid "The :guilabel:`Calendar` view is used to overview and manage records inside a calendar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:205
|
||
msgid "To create records directly within the view instead of opening the :ref:`Form view <studio/views/general/form>`, enable :guilabel:`Quick Create`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:209
|
||
msgid "This only works on specific models that can be *quick-created* using only a *name*. However, most models do not support quick creation and open the :guilabel:`Form` view to fill in the required fields."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:213
|
||
msgid "To color records on the calendar, select a field under :guilabel:`Color`. All the records sharing the same value for that field are displayed using the same color."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:217
|
||
msgid "As the number of colors is limited, the same color can end up being assigned to different values."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:220
|
||
msgid "To display events lasting the whole day at the top of the calendar, select a :ref:`Checkbox field <studio/fields/simple-fields/checkbox>` that specifies if the event lasts the whole day."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:223
|
||
msgid "To choose the default time scale used to display events, select :guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` under :guilabel:`Default Display Mode`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:227
|
||
msgid "You can also use :guilabel:`Delay Field` to display the duration of the event in hours by selecting a :ref:`Decimal <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/productivity/studio/views.rst:0
|
||
msgid "Calendar Event model's Calendar view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:242
|
||
msgid "Cohort"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:244
|
||
msgid "The :guilabel:`Cohort` view is used to examine the life cycle of records over a time period. For example, it is used in the Subscriptions app to view the subscriptions' retention rate."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:247
|
||
msgid "To display a measure (i.e., the aggregated value of a given field) by default on the view, select a :guilabel:`Measure Field`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:249
|
||
msgid "To choose which time interval is used by default to group results, select :guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` under :guilabel:`Interval`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:251
|
||
msgid "To change the cohort :guilabel:`Mode`, select either :guilabel:`Retention` :dfn:`the percentage of records staying over a period of time, it starts at 100% and decreases with time` or :guilabel:`Churn` :dfn:`the percentage of records moving out over a period of time - it starts at 0% and increases with time`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:255
|
||
msgid "To change the way the :guilabel:`Timeline` (i.e., the columns) progresses, select either :guilabel:`Forward` (from 0 to +15) or :guilabel:`Backward` (from -15 to 0). For most purposes, the :guilabel:`Forward` timeline is used."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:0
|
||
msgid "Subscription model's Cohort view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:268
|
||
msgid "Gantt"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:270
|
||
msgid "The :guilabel:`Gantt` view is used to forecast and examine the overall progress of records. Records are represented by a bar under a time scale."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:273
|
||
msgid "To prevent users from creating or editing records, untick :guilabel:`Can Create` or :guilabel:`Can Edit`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:275
|
||
msgid "To fill cells in gray whenever a record should not be created there (e.g., on weekends for employees), tick :guilabel:`Display Unavailability`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:279
|
||
msgid "The underlying model must support this feature, and support for it cannot be added using Studio. It is supported for the Project, Time Off, Planning, and Manufacturing apps."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:282
|
||
msgid "To show a total row at the bottom, tick :guilabel:`Display Total row`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:283
|
||
msgid "To collapse multiple records in a single row, tick :guilabel:`Collapse First Level`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:284
|
||
msgid "To choose which way records are grouped by default on rows (e.g., per employee or project), select a field under :guilabel:`Default Group by`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:286
|
||
msgid "To define a default time scale to view records, select :guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` under :guilabel:`Default Scale`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:288
|
||
msgid "To color records on the view, select a field under :guilabel:`Color`. All the records sharing the same value for that field are displayed using the same color."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:292
|
||
msgid "As the number of colors is limited, the same color can be assigned to different values."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:294
|
||
msgid "To specify with which degree of precision each time scale should be divided by, select :guilabel:`Quarter Hour`, :guilabel:`Half Hour`, or :guilabel:`Hour` under :guilabel:`Day Precision`, :guilabel:`Half Day` or :guilabel:`Day` under :guilabel:`Week Precision`, and :guilabel:`Month Precision`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:0
|
||
msgid "Planning Shift model's Gantt view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:308
|
||
msgid "Reporting views"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:317
|
||
msgid "Pivot"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:319
|
||
msgid "The :guilabel:`Pivot` view is used to explore and analyze the data contained in records in an interactive manner. It is especially useful to aggregate numeric data, create categories, and drill down the data by expanding and collapsing different levels of data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:323
|
||
msgid "To access all records whose data is aggregated under a cell, tick :guilabel:`Access records from cell`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:325
|
||
msgid "To divide the data into different categories, select field(s) under :guilabel:`Column grouping`, :guilabel:`Row grouping - First level`, or :guilabel:`Row grouping - Second level`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:327
|
||
msgid "To add different types of data to be measured using the view, select a field under :guilabel:`Measures`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:329
|
||
msgid "To display a count of records that made up the aggregated data in a cell, tick :guilabel:`Display count`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:0
|
||
msgid "Purchase Report model's Pivot view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:341
|
||
msgid "Graph"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:343
|
||
msgid "The :guilabel:`Graph` view is used to showcase data from records in a bar, line, or pie chart."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:345
|
||
msgid "To change the default chart, select :guilabel:`Bar`, :guilabel:`Line`, or :guilabel:`Pie` under :guilabel:`Type`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:347
|
||
msgid "To choose a default data dimension (category), select a field under :guilabel:`First dimension` and, if needed, another under :guilabel:`Second dimension`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:349
|
||
msgid "To select a default type of data to be measured using the view, select a field under :guilabel:`Measure`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:351
|
||
msgid "*For Bar and Line charts only*: To sort the different data categories by their value, select :guilabel:`Ascending` (from lowest to highest value) or :guilabel:`Descending` (from highest to lowest) under :guilabel:`Sorting`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:354
|
||
msgid "*For Bar and Pie charts only*: To access all records whose data is aggregated under a data category on the chart, tick :guilabel:`Access records from graph`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:356
|
||
msgid "*For Bar charts only*: When using two data dimensions (categories), display the two columns on top of each other by default by ticking :guilabel:`Stacked graph`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:0
|
||
msgid "Sales Analysis Report model's Bar chart on Graph view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:368
|
||
msgid "Dashboard"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:370
|
||
msgid "The :guilabel:`Dashboard` view is used to display multiple reporting views and key performance indicators. Which elements are displayed on the view depends on the configuration of the other reporting views."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/studio/views.rst:0
|
||
msgid "Sales Analysis Report model's Dashboard view"
|
||
msgstr ""
|