documentation/content/applications/productivity/knowledge/properties.rst
LoredanaLrpz ecf2e4f94a [ADD] knowledge: main, editing and properties pages
Task ID: 3035887

closes odoo/documentation#3391

X-original-commit: 8796ff1310
Signed-off-by: Perazzo Loredana (lrpz) <lrpz@odoo.com>
2023-01-24 09:11:55 +01:00

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==========
Properties
==========
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.
.. note::
To be able to add properties, an article must be either a **child article** or an **article
item**.
Add property fields
===================
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.
.. image:: properties/fields.png
:align: center
:alt: Dropdown of property fields types
The different types assess what the field content can be:
.. list-table::
:widths: 20 80
:header-rows: 1
:stub-columns: 1
* - Types
- Uses
* - :guilabel:`Text`
- Allows adding any content with no restriction.
* - :guilabel:`Checkbox`
- Add a checkbox.
* - :guilabel:`Integer`
- Allows adding integer numbers.
* - :guilabel:`Decimal`
- Allows adding any number.
* - :guilabel:`Date`
- Allows selecting a date.
* - :guilabel:`Date & Time`
- Allows selecting a date and time.
Some **field types** need to be configured:
.. image:: properties/manyone.png
:align: center
:alt: property configuration form
.. list-table::
:widths: 20 80
:header-rows: 1
:stub-columns: 1
* - Types
- Uses
* - :guilabel:`Selection`
- Add a drop-down selection menu with restricted values that have been set at the property
creation.
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.
* - :guilabel:`Tags`
- Allows creating and applying as many tags as needed.
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.
* - :guilabel:`Many2one`
- Choose from a list of records that result from a model's domain. You can only select one
result.
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)`.
* - :guilabel:`Many2many`
- Choose from a list of records that result from a model's domain. You can select as many
results as needed.
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)`.
Delete property fields
======================
To remove a property, click the **pencil** icon next to the targeted property, then click
:menuselection:`Delete --> Delete`.
.. warning::
Once a property field is deleted, you cannot retrieve it.
Hide the property panel
=======================
To hide the property sidebar panel, click the gear :guilabel:`(⚙)` button.