NextERP/documentation
5
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity
cea0760ba5
documentation/locale/sources/productivity.pot
Martin Trigaux 0e556f5bc2 [I18N] *: update source terms
2023-01-02 10:23:53 +01:00

3424 lines
163 KiB
Plaintext
Raw Blame History

This file contains ambiguous Unicode characters

This file contains Unicode characters that might be confused with other characters. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.

# SOME DESCRIPTIVE TITLE.
# Copyright (C) Odoo S.A.
# This file is distributed under the same license as the Odoo package.
# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
#
#, fuzzy
msgid ""
msgstr ""
"Project-Id-Version: Odoo 15.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2023-01-02 09:09+0000\n"
"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
"Language-Team: LANGUAGE <LL@li.org>\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: 8bit\n"
#: ../../content/applications/productivity.rst:5
msgid "Productivity"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:8
msgid "Discuss"
msgstr ""
#: ../../content/applications/productivity/discuss/advanced.rst:5
msgid "Advanced"
msgstr ""
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:3
msgid "Configure ICE servers with Twilio"
msgstr ""
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:5
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."
msgstr ""
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:11
msgid "Create a Twilio account"
msgstr ""
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:13
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."
msgstr ""
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:18
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."
msgstr ""
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:22
msgid "After that, Twilio redirects to a welcome page. Use the following list to answer Twilio's questions:"
msgstr ""
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:25
msgid "For :guilabel:`Which Twilio product are you here to use?`, select :guilabel:`Video`."
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:None
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:None
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:None
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:None
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:None
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:None
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:None
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:None
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:None
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:None
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:None
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:None
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:None
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:None
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:None
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:None
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:None
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:None
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:None
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:None
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:None
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:None
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:None
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:None
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:None
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:None
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/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:18
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:None
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:None
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:None
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:None
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:None
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:None
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:20
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:25
msgid "IoT Box model 4"
msgstr ""
#: ../../content/applications/productivity/iot/devices/screen.rst:27
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:None
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:None
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:66
msgid "Usage"
msgstr ""
#: ../../content/applications/productivity/iot/devices/screen.rst:69
msgid "Show Point of Sales orders to customers"
msgstr ""
#: ../../content/applications/productivity/iot/devices/screen.rst:71
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:75
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:82
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 screen."
msgstr ""
#: ../../content/applications/productivity/iot/devices/screen.rst:89
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:None
msgid "An example of a PoS order on a screen display."
msgstr ""
#: ../../content/applications/productivity/iot/devices/screen.rst:97
msgid "Display a website"
msgstr ""
#: ../../content/applications/productivity/iot/devices/screen.rst:99
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/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:None
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:None
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:131
msgid "Configure the Odoo database"
msgstr ""
#: ../../content/applications/productivity/mail_plugins/gmail.rst:45
#: ../../content/applications/productivity/mail_plugins/gmail.rst:133
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:None
#: ../../content/applications/productivity/mail_plugins/gmail.rst:None
msgid "The Mail Plugin feature in the Settings."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/gmail.rst:55
#: ../../content/applications/productivity/mail_plugins/gmail.rst:143
msgid "Configure the Gmail inbox"
msgstr ""
#: ../../content/applications/productivity/mail_plugins/gmail.rst:57
#: ../../content/applications/productivity/mail_plugins/gmail.rst:145
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:None
#: ../../content/applications/productivity/mail_plugins/gmail.rst:None
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:153
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:157
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:161
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:None
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:`README`. Follow the instructions in the :guilabel:`README` file to push the Gmail Plugin files as a Google Project."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/gmail.rst:123
msgid "The computer must be able to run Linux commands in order to follow the instructions on the :guilabel:`README` file."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/gmail.rst:126
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.odoo.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
#: ../../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:453
msgid "Properties"
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:None
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:None
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:None
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:None
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:201
msgid "Calendar"
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 ""
Reference in New Issue View Git Blame Copy Permalink