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documentation/locale/sources/productivity.pot
Martin Trigaux (mat) ef3e57c994 [I18N] *: export 15.0 translations 
closes 

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Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
2024-03-08 14:30:58 +00:00

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# 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 17.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2024-03-08 12:48+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/calendar.rst:5
#: ../../content/applications/productivity/studio/views.rst:201
msgid "Calendar"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:3
msgid "Synchronize Google calendar with Odoo"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:5
msgid "Synchronize Google Calendar with Odoo to see and manage meetings from both platforms (updates go in both directions). This integration helps organize schedules, so a meeting is never missed."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:9
msgid ":doc:`/applications/general/auth/google`"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:10
msgid ":doc:`/administration/maintain/google_oauth`"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:13
msgid "Setup in Google"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:16
msgid "Select (or create) a project"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:18
msgid "Create a new Google API project and enable the Google Calendar API. First, go to the `Google API Console <https://console.developers.google.com>`_ and log into the Google account."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:22
msgid "If this is the first time visiting this page, Google will prompt the user to enter a country and agree to the Terms of Service. Select a country from the drop-down list and agree to the :abbr:`ToS (Terms of Service)`."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:26
msgid "Next, click :guilabel:`Select a project` and select (or create) an API project to configure OAuth in, and store credentials. Click :guilabel:`New Project`."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:-1
msgid "Create a new API project to store credentials."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:34
msgid "Give the API Project a clear name, like \"Odoo Sync\", so it can be easily identified."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:37
msgid "Enable Google calendar API"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:39
msgid "Now, click on :guilabel:`Enabled APIs and Services` in the left menu. Select :guilabel:`Enabled APIs and Services` again if the :guilabel:`Search bar` doesn't appear."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:-1
msgid "Enable APIs and Services on the API Project."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:46
msgid "After that, search for `Google Calendar API` using the search bar and select :guilabel:`Google Calendar API` from the search results. Click :guilabel:`Enable`."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:-1
msgid "Enable the Google Calendar API."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:54
msgid "OAuth consent screen"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:56
msgid "Now that the API project has been created, OAuth should be configured. To do that, click on :guilabel:`OAuth consent` in the left menu and then select the :guilabel:`User Type`."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:60
msgid "*Personal* Gmail Accounts are only allowed to be **External** User Type, which means Google may require an approval, or for *Scopes* to be added on. However, using a *Google WorkSpace* account allows for **Internal** User Type to be used."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:64
msgid "Note, as well, that while the API connection is in the *External* testing mode, then no approval is necessary from Google. User limits in this testing mode is set to 100 users."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:67
msgid "In the second step, :guilabel:`OAuth Consent Screen`, type `Odoo` in the :guilabel:`App name` field, select the email address for the :guilabel:`User support email` field, and type the email address for the :guilabel:`Developer contact information` section. Then, click :guilabel:`Save and Continue`."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:72
msgid "Skip the third step, :menuselection:`Scopes`, by clicking :guilabel:`Save and Continue`."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:74
msgid "Next, if continuing in testing mode (External), add the email addresses being configured under the :guilabel:`Test users` step, by clicking on :guilabel:`Add Users`, and then the :guilabel:`Save and Continue` button. A summary of the app registration appears."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:78
msgid "Finally, scroll to the bottom, and click on :guilabel:`Back to Dashboard`."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:80
msgid "Now, the OAuth consent has been configured, and it's time to create credentials."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:83
msgid "Create credentials"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:85
msgid "The *Client ID* and the *Client Secret* are both needed to connect Google Calendar to Odoo. This is the last step in the Google console. Begin by clicking :guilabel:`Credentials` in the left menu. Then, click :guilabel:`Create Credentials`, and select :guilabel:`OAuth client ID`, Google will open a guide to create credentials."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:90
msgid "Under :menuselection:`Create OAuth Client ID`, select :guilabel:`Website application` for the :guilabel:`Application Type` field, and type `My Odoo Database` for the :guilabel:`Name`."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:93
msgid "Under the :guilabel:`Authorized JavaScript Origins` section, click :guilabel:`+ Add URI` and type the company's Odoo full :abbr:`URL (Uniform Resource Locator)` address."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:95
msgid "Under the :guilabel:`Authorized redirect URIs` section, click :guilabel:`+ Add URI` and type the company's Odoo :abbr:`URL (Uniform Resource Locator)` address followed by `/google_account/authentication`. Finally, click :guilabel:`Create`."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:-1
msgid "Add the authorized JavaScript origins and the authorized redirect URIs."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:103
msgid "A :guilabel:`Client ID` and :guilabel:`Client Secret` will appear, copy these to a notepad."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:106
msgid "Setup in Odoo"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:108
msgid "Once the *Client ID* and the *Client Secret* are located, open the Odoo database and go to :menuselection:`Settings --> General Settings --> Integrations --> Google Calendar`. Check the box next to :guilabel:`Google Calendar`."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:-1
msgid "The Google Calendar checkbox in General Settings."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:116
msgid "Next, copy and paste the *Client ID* and the *Client Secret* from the Google Calendar API credentials page into their respective fields below the :guilabel:`Google Calendar` checkbox. Then, click :guilabel:`Save`."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:121
msgid "Sync calendar in Odoo"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:123
msgid "Finally, open the :menuselection:`Calendar` app in Odoo and click on the :guilabel:`Google` sync button to sync Google Calendar with Odoo."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:-1
msgid "Click the Google sync button in Odoo Calendar to sync Google Calendar with Odoo."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:131
msgid "When syncing Google Calendar with Odoo for the first time, the page will redirect to the Google Account. From there, select the :guilabel:`Email Account` that should have access, then select :guilabel:`Continue` (should the app be unverifed), and finally select :guilabel:`Continue` (to give permission for the transfer of data)`."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:-1
msgid "Give Odoo permission to access Google Calendar."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:140
msgid "Now, Odoo Calendar is successfully synced with Google Calendar!"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:143
msgid "Odoo highly recommends testing the Google calendar synchronization on a test database and a test email address (that is not used for any other purpose) before attempting to sync the desired Google Calendar with the user's production database."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:147
msgid "Once a user synchronizes their Google calendar with the Odoo calendar:"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:149
msgid "Creating an event in Odoo causes Google to send an invitation to all event attendees."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:150
msgid "Deleting an event in Odoo causes Google to send a cancellation to all event attendees."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:151
msgid "Adding a contact to an event causes Google to send an invitation to all event attendees."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:152
msgid "Removing a contact from an event causes Google to send a cancellation to all event attendees."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:154
msgid "Events can be created in Google Calendar without sending a notification by selecting :guilabel:`Don't Send` when prompted to send invitation emails."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:3
msgid "Outlook Calendar synchronization"
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:5
msgid "Synchronizing a user's Outlook Calendar with Odoo is useful for keeping track of their tasks and appointments across all related applications."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:9
msgid ":doc:`/applications/general/auth/azure`"
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:10
msgid ":doc:`/administration/maintain/azure_oauth`"
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:13
msgid "Register the application with Microsoft Azure"
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:15
msgid "To sync the Outlook Calendar with Odoo's Calendar, a Microsoft Azure account is needed. Creating an account is free for users who have never tried or paid for Azure. For more information, `click here <https://azure.microsoft.com/en-us/free/?WT.mc_id=A261C142F>`_."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:19
msgid "Refer to `Microsoft's documentation <https://docs.microsoft.com/en-us/azure/active-directory/ develop/quickstart-create-new-tenant>`_ on how to set up an Microsoft Entra ID (formally called *Microsoft Azure Active Directory (Azure AD)*), which is a representation of an organization to manage and register apps."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:24
msgid "Then, `Register an Application <https://docs.microsoft.com/en-us/azure/active-directory/develop/ quickstart-register-app>`_, choosing the appropriate :guilabel:`Supported account type`. Users who wish to connect their Outlook calendar to Odoo should select the :guilabel:`Accounts in any organizational directory (Any Microsoft Entra ID directory - Multitenant) and personal Microsoft accounts (e.g. Skype, Xbox)` option for :guilabel:`Supported account types`."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:30
msgid "When configuring the :guilabel:`Redirect URI`, choose :guilabel:`Web` and copy the Odoo database URI (URL) followed by `/microsoft_account/authentication`."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:34
msgid "Enter `https://www.companyname.odoo.com/microsoft_account/authentication` for the :guilabel:`Redirect URI`."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:-1
msgid "The \"Supported account type\" and \"Redirect URI\" settings in the Microsoft Entra ID portal."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:41
msgid "For more information on the restrictions and limitations of URIs, `check this page <https://docs. microsoft.com/en-us/azure/active-directory/develop/reply-url>`_."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:44
msgid "Regarding the application credentials, the user *must* add a client secret, which allows Odoo to authenticate itself, requiring no interaction from the user's side. :guilabel:`Certificates` are optional."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:48
msgid "To do add a client secret, click :guilabel:`Add a certificate or secret` and then click :guilabel:`New client secret`. Next, type a :guilabel:`Description` and select when the client secret :guilabel:`Expires`."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:52
msgid "Since resetting the synchronization can be tricky, Odoo recommends setting the maximum allowed expiration date for the client secret (24 months), so there is no need to re-synchronize soon. Finally, click :guilabel:`Add` to generate the client secret (:guilabel:`Secret ID`)."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:57
msgid "Configuration in Odoo"
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:59
msgid "In the Odoo database, go to :menuselection:`Settings --> General Settings --> Integrations` and activate the :guilabel:`Outlook Calendar` setting."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:-1
msgid "The \"Outlook Calendar\" setting activated in Odoo."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:66
msgid "From the Microsoft Azure portal, under the :guilabel:`Overview` section of the application, copy the :guilabel:`Application (Client) ID`, and paste it into the :guilabel:`Client ID` field in Odoo."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:-1
msgid "The \"Client ID\" in the Microsoft Azure portal."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:73
msgid "In the Microsoft Azure portal, under the :guilabel:`Certificates & secrets` section, copy the :guilabel:`Client Secret Value` and paste it into the :guilabel:`Client Secret` field in Odoo."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:-1
msgid "The \"Client Secret\" token to be copied from Microsoft to Odoo."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:80
msgid "Finally, on the Odoo :menuselection:`Settings --> General Settings` page, click :guilabel:`Save`."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:85
msgid "Sync with Outlook"
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:89
msgid "Odoo highly recommends testing the Outlook calendar synchronization on a test database and a test email address (that is not used for any other purpose) before attempting to sync the desired Outlook Calendar with the user's production database."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:93
msgid "If the user has any past, present, or future events on their Odoo calendar before syncing their Outlook calendar, Outlook will treat the events pulled from Odoo's calendar during the sync as new events, causing an email notification to be sent from Outlook to all the event attendees."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:97
msgid "To avoid unwanted emails being sent to all past, present, and future event attendees, the user must add the events from the Odoo calendar to the Outlook calendar before the first ever sync, delete the events from Odoo, and then start the sync."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:101
msgid "Even after synchronizing the Odoo Calendar with the Outlook calendar, Outlook will still send a notification to all event participants every time an event is edited (created, deleted, unarchived, or event date/time changed), with no exceptions. This is a limitation that cannot be fixed from Odoo's side."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:106
msgid "In summary, once a user synchronizes their Outlook calendar with the Odoo calendar:"
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:108
msgid "Creating an event in Odoo causes Outlook to send an invitation to all event attendees."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:109
msgid "Deleting an event in Odoo causes Outlook to send a cancellation to all event attendees."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:110
msgid "Unarchiving an event in Odoo causes Outlook to send an invitation to all event attendees."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:111
msgid "Archiving an event in Odoo causes Outlook to send a cancellation to all event attendees."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:112
msgid "Adding a contact to an event causes Outlook to send an invitation to all event attendees."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:113
msgid "Removing a contact from an event causes Outlook to send a cancellation to all event attendees."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:116
msgid "Sync Odoo Calendar and Outlook"
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:118
msgid "In the Odoo database, go to the :guilabel:`Calendar` module and click the :guilabel:`Outlook` sync button. The page will redirect to a Microsoft login page, and the user is asked to log in to their account, if they are not already, and grant the required permissions."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:-1
msgid "The \"Outlook\" sync button in Odoo Calendar."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:126
msgid "The synchronization is a two-way process, meaning that events are reconciled in both accounts (Outlook and Odoo)."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:130
msgid "All users that want to use the synchronization simply need to :ref:`sync their calendar with Outlook <outlook/sync>`. The configuration of Microsoft's Azure account is only done once, as Microsoft Entra ID tenants' Client IDs and Client Secrets are unique, and represent an organization that helps the user to manage a specific instance of Microsoft cloud services for their internal and external users."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:137
msgid ":doc:`../mail_plugins/outlook`"
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:138
msgid ":doc:`google`"
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:-1
msgid "The Twilio welcome page."
msgstr ""
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:34
msgid "If necessary, change the billing country. Finally, click :guilabel:`Get Started with Twilio`."
msgstr ""
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:37
msgid "Locate the Twilio Account SID and Auth Token"
msgstr ""
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:39
msgid "To locate the Account SID and Auth Token, go to the Twilio account dashboard. Then, click :guilabel:`Develop` on the sidebar. In the :guilabel:`Account Info` section, locate the :guilabel:`Account SID` and the :guilabel:`Auth Token`. Both of these are needed to connect Twilio to Odoo."
msgstr ""
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:-1
msgid "The Twilio Account SID and Auth Token can be found uner the Account Info section."
msgstr ""
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:49
msgid "Connect Twilio to Odoo"
msgstr ""
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:51
msgid "Open the Odoo database and go to :menuselection:`Settings --> General Settings --> Discuss`. Check the box next to :guilabel:`Use Twilio ICE servers` and enter the Twilio account's :guilabel:`Account SID` and :guilabel:`Auth Token`. Finally, click :guilabel:`Save` to apply these changes."
msgstr ""
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:-1
msgid "Enable the \"Use Twilio ICE servers\" option in Odoo General Settings."
msgstr ""
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:61
msgid "Define a list of custom ICE servers"
msgstr ""
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:63
msgid "This step is not required for the Twilio configuration. However, if Twilio is not configured or is not working at any given moment, Odoo will fall back on the custom ICE servers list. The user must define the list of custom ICE servers."
msgstr ""
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:67
msgid "In :menuselection:`Settings --> General Settings --> Discuss`, click the :guilabel:`ICE Servers` button under :guilabel:`Custom ICE server list`."
msgstr ""
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:-1
msgid "The \"ICE Servers\" button in Odoo General Settings."
msgstr ""
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:74
msgid "Odoo will redirect to the :guilabel:`ICE servers` page. Here you can define your own list of ICE servers."
msgstr ""
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:-1
msgid "The \"ICE servers\" page in Odoo."
msgstr ""
#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:82
msgid "For on-premise instances of Odoo, the package `python3-gevent` is necessary for the Discuss module to run calls/video calls on Ubuntu (Linux) servers."
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 "Odoo *Discuss* is an internal communication app that allows users to connect through messages, notes, and file sharing, either through a persistent chat window that works across applications, or through the dedicated *Discuss* dashboard."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/get_started.rst:12
msgid "Choose notifications preference"
msgstr ""
#: ../../content/applications/productivity/discuss/overview/get_started.rst:14
msgid "Access user-specific preferences for the *Discuss* app by navigating to :menuselection:`Settings app --> Users --> User --> Preferences tab`."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/get_started.rst:-1
msgid "View of the Preferences tab for Odoo Discuss."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/get_started.rst:21
msgid "By default, the :guilabel:`Notification` field is set as :guilabel:`Handle by Emails`. With this setting enabled, a notification email will be sent by Odoo every time a message is sent from the chatter, a note is sent with an `@` mention (from chatter), or a notification is sent for a record that the user follows. Something that triggers a notification is changing of the stage (if an email\\ is configured to be sent, for example if the task is set to :guilabel:`Done`)."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/get_started.rst:27
msgid "By choosing :guilabel:`Handle in Odoo`, the above notifications are shown in the *Discuss* app's *inbox*. Messages can have the following actions taken on them: respond with an emoji by clicking :guilabel:`Add a Reaction`, or reply to the message by clicking on :guilabel:`Reply`. Additional actions may include starring the message by clicking :guilabel:`Marked as Todo`, or pinning the message by selecting :guilabel:`Pin` or even mark the message as unread by selecting :guilabel:`Marked as unread`."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/get_started.rst:-1
msgid "View of an inbox message and its action options in Odoo Discuss."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/get_started.rst:38
msgid "Clicking :guilabel:`Mark as Todo` on a message causes it to appear on the :guilabel:`Starred` page, while clicking :guilabel:`Mark as Read` moves the message to :guilabel:`History`."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/get_started.rst:-1
msgid "View of messages marked as todo in Odoo Discuss."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/get_started.rst:46
msgid "Start chatting"
msgstr ""
#: ../../content/applications/productivity/discuss/overview/get_started.rst:48
msgid "The first time a user logs in to their account, OdooBot sends a message asking for permission to send desktop notifications for chats. If accepted, the user will receive push notifications on their desktop for the messages they receive, regardless of where the user is in Odoo."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/get_started.rst:-1
msgid "View of the messages under the messaging menu emphasizing the request for push\n"
"notifications for Odoo Discuss."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/get_started.rst:58
msgid "To stop receiving desktop notifications, reset the notifications settings of the browser."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/get_started.rst:60
msgid "To start a chat, go to the :menuselection:`Discuss` app and click on the :guilabel:`+ (plus)` icon next to :guilabel:`Direct Messages` or :guilabel:`Channels` in the left menu of the dashboard."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/get_started.rst:-1
msgid "View of Discuss's panel emphasizing the titles channels and direct messages in Odoo\n"
"Discuss."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/get_started.rst:69
msgid "A company can also easily create :doc:`public and private channels </applications/productivity/discuss/overview/team_communication>`."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/get_started.rst:73
msgid "Mentions in the chat and on the chatter"
msgstr ""
#: ../../content/applications/productivity/discuss/overview/get_started.rst:75
msgid "To mention a user within a chat or the chatter, type `@user-name`; to refer to a channel, type `#channel-name`. The user mentioned will be notified in their *inbox* or through an email, depending on their communication settings."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/get_started.rst:-1
msgid "View of a couple of chat window messages for Odoo Discuss."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/get_started.rst:84
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:89
msgid "User status"
msgstr ""
#: ../../content/applications/productivity/discuss/overview/get_started.rst:91
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 name on the :guilabel:`Discuss` sidebar, on the *messaging menu* and when listed in the *chatter*."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/get_started.rst:95
msgid "Green = online"
msgstr ""
#: ../../content/applications/productivity/discuss/overview/get_started.rst:96
msgid "Orange = away"
msgstr ""
#: ../../content/applications/productivity/discuss/overview/get_started.rst:97
msgid "White = offline"
msgstr ""
#: ../../content/applications/productivity/discuss/overview/get_started.rst:98
msgid "Airplane = out of the office"
msgstr ""
#: ../../content/applications/productivity/discuss/overview/get_started.rst:-1
msgid "View of the contacts' status for Odoo Discuss."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/get_started.rst:106
msgid ":doc:`/applications/productivity/discuss/overview/team_communication`"
msgstr ""
#: ../../content/applications/productivity/discuss/overview/get_started.rst:107
msgid ":doc:`/applications/productivity/discuss/overview/plan_activities`"
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:3
msgid "Activities"
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:5
msgid "*Activities* are follow-up tasks tied to a record in an Odoo database. Activities can be scheduled on any page of the database that contains a chatter thread, kanban view, list view, or activities view of an application."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:10
msgid "Schedule activities"
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:12
msgid "One way that activities are created is by clicking the :guilabel:`Schedule Activity` button, located at the top of the *chatter* on any record. On the pop-up window that appears, select an :guilabel:`Activity Type` from the drop-down menu."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:17
msgid "Individual applications have a list of *Activity Types* dedicated to that application. For example, to view and edit the activities available for the *CRM* application, go to :menuselection:`CRM app --> Configuration --> Activity Types`."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:21
msgid "Enter a title for the activity in the :guilabel:`Summary` field, located in the :guilabel:`Schedule Activity` pop-up window."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:24
msgid "To assign the activity to a different user, select a name from the :guilabel:`Assigned to` drop-down menu. Otherwise, the user creating the activity is automatically assigned."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:27
msgid "Lastly, feel free to add any additional information in the optional :guilabel:`Log a note...` field."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:30
msgid "The :guilabel:`Due Date` field on the :guilabel:`Schedule Activity` pop-up window auto-populates based on the configuration settings for the selected :guilabel:`Activity Type`. However, this date can be changed by selecting a day on the calendar in the :guilabel:`Due Date` field."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:34
msgid "Lastly, click one of the following buttons:"
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:36
msgid ":guilabel:`Schedule`: adds the activity to the chatter under :guilabel:`Planned activities`."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:37
msgid ":guilabel:`Mark as Done`: adds the details of the activity to the chatter under :guilabel:`Today`. The activity is not scheduled, it is automatically marked as completed."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:39
msgid ":guilabel:`Done \\& Schedule Next`: adds the task under :guilabel:`Today` marked as done, and opens a new activity window."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:41
msgid ":guilabel:`Discard`: discards any changes made on the pop-up window."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:-1
msgid "View of CRM leads and the option to schedule an activity."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:48
msgid "Depending on the activity type, the :guilabel:`Schedule` button may be replaced by a :guilabel:`Save` button, or an :guilabel:`Open Calendar` button."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:51
msgid "Scheduled activities are added to the chatter for the record under :guilabel:`Planned activities`."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:57
msgid "Activities can also be scheduled from the kanban, list, or activities view of an application."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:61
msgid "Kanban view"
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:63
msgid "Select a record on which to schedule an activity. Click on the :guilabel:`🕘 (clock)` icon, then :guilabel:`Schedule An Activity`, and proceed to fill out the pop-up form."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0
msgid "Kanban view of the CRM pipeline and the option to schedule an activity."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:70
msgid "List view"
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:72
msgid "Select a record on which to schedule an activity. Click on the :guilabel:`🕘 (clock)` icon, then :guilabel:`Schedule An Activity`. If the record already has an activity scheduled, the clock icon may be replaced by a :guilabel:`📞 (phone)` or an :guilabel:`✉️ (envelope)` icon."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0
msgid "List view of the CRM pipeline and the option to schedule an activity."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:80
msgid "Activity view"
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:82
msgid "To open the activity view for an application, select the :guilabel:`🕘 (clock)` icon from the menu bar anywhere in the database. Select any application from the drop-down menu, and click the :guilabel:`🕘 (clock)` icon for the desired app."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0
msgid "Activity menu drop down with focus on where to open activity view for CRM."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:90
msgid "Select a record on which to schedule an activity. Move across the row to find the desired activity type, then click the :guilabel:`＋ (plus sign)`."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0
msgid "Activity view of the CRM pipeline and the option to schedule an activity."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:98
msgid "Activity colors, and their relation to an activity's due date, is consistent throughout Odoo, regardless of the activity type, or the view."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:101
msgid "Activities that appear in **green** indicate a due date sometime in the future."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:102
msgid "**Yellow** indicates that the activity's due date is today."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:103
msgid "**Red** indicates that the activity is overdue and the due date has passed."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:105
msgid "For example, if an activity is created for a phone call, and the due date passes, the activity appears with a red phone in list view, and a red clock on the kanban view."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:109
msgid "View scheduled activities"
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:111
msgid "To view scheduled activities, open either the :menuselection:`Sales app` or :menuselection:`CRM app` and click the :guilabel:`🕘 (clock)` icon, located to the far-right side of the other view options."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:114
msgid "Doing so opens the activities menu, showcasing all the scheduled activities for the user, by default. To show all activities for every user, remove the :guilabel:`My Pipeline` filter from the :guilabel:`Search...` bar."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:118
msgid "To view a consolidated list of activities separated by the application where they were created, and by deadline, click the :guilabel:`🕘 (clock)` icon on the header menu to see the activities for that specific application in a drop-down menu."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:122
msgid "The possibility to :guilabel:`Add new note` and :guilabel:`Request a Document` appear at the bottom of this drop-down menu, when the :guilabel:`🕘 (clock)` icon on the header menu is clicked."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:-1
msgid "View of CRM leads page emphasizing the activities menu."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:130
msgid "Configure activity types"
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:132
msgid "To configure the types of activities in the database, go to :menuselection:`Settings app --> Discuss --> Activities --> Activity Types`."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:-1
msgid "View of the settings page emphasizing the menu activity types."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:139
msgid "Doing so reveals the :guilabel:`Activity Types` page, where the existing activity types are found."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:141
msgid "To edit an existing activity type, select it from the list, then click :guilabel:`Edit`. To create a new activity type, click :guilabel:`Create`."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:144
msgid "At the top of a blank activity type form, start by choosing a :guilabel:`Name` for the new activity type."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:-1
msgid "New activity type form."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:152
msgid "Activity settings"
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:155
#: ../../content/applications/productivity/iot/config/windows_iot.rst:275
#: ../../content/applications/productivity/studio/automated_actions.rst:134
msgid "Action"
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:157
msgid "The *Action* field specifies the intent of the activity. Some actions trigger specific behaviors after an activity is scheduled."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:160
msgid "If :guilabel:`Upload Document` is selected, a link to upload a document is added directly to the planned activity in the chatter."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:162
msgid "If either :guilabel:`Phonecall` or :guilabel:`Meeting` are selected, users have the option to open their calendar to schedule a time for this activity."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:164
msgid "If :guilabel:`Request Signature` is selected, a link is added to the planned activity in the chatter that opens a signature request pop-up window."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:168
msgid "The actions available to select on an activity type vary, depending on the applications currently installed in the database."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:172
msgid "Default user"
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:174
msgid "To automatically assign this activity to a specific user when this activity type is scheduled, choose a name from the :guilabel:`Default User` drop-down menu. If this field is left blank, the activity is assigned to the user who creates the activity."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:179
msgid "Default summary"
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:181
msgid "To include notes whenever this activity type is created, enter them into the :guilabel:`Default Summary` field."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:185
msgid "The information in the :guilabel:`Default User` and :guilabel:`Default Summary` fields are included when an activity is created. However, they can be altered before the activity is scheduled or saved."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:190
msgid "Next activity"
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:192
msgid "To automatically suggest, or trigger, a new activity after an activity has been marked complete, the :guilabel:`Chaining Type` must be set."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:196
msgid "Suggest next activity"
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:198
msgid "In the :guilabel:`Chaining Type` field, select :guilabel:`Suggest Next Activity`. Upon doing so, the field underneath changes to: :guilabel:`Suggest`. Click the :guilabel:`Suggest` field drop-down menu to select any activities to recommend as follow-up tasks to this activity type."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:202
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:230
msgid "In the :guilabel:`Schedule` field, choose a default deadline for these activities. To do so, configure a desired number of :guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`. Then, decide if it should occur :guilabel:`after completion date` or :guilabel:`after previous activity deadline`."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:207
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:235
msgid "This :guilabel:`Schedule` field information can be altered before the activity is scheduled."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:209
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:237
msgid "When all configurations are complete, click :guilabel:`Save`."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:-1
msgid "Schedule activity popup with emphasis on recommended activities."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:216
msgid "If an activity has the :guilabel:`Chaining Type` set to :guilabel:`Suggest Next Activity`, and has activities listed in the :guilabel:`Suggest` field, users are presented with recommendations for activities as next steps."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:221
msgid "Trigger next activity"
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:223
msgid "Setting the :guilabel:`Chaining Type` to :guilabel:`Trigger Next Activity` immediately launches the next activity once the previous one is completed."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:226
msgid "If :guilabel:`Trigger Next Activity` is selected in the :guilabel:`Chaining Type` field, the field beneath changes to: :guilabel:`Trigger`. From the :guilabel:`Trigger` field drop-down menu, select the activity that should be launched once this activity is completed."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:-1
msgid "Schedule new activity popup with emphasis on Done and launch next button."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:244
msgid "When an activity has the :guilabel:`Chaining Type` set to :guilabel:`Trigger Next Activity`, marking the activity as `Done` immediately launches the next activity listed in the :guilabel:`Trigger` field."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:249
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:113
msgid ":doc:`get_started`"
msgstr ""
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:250
msgid ":doc:`team_communication`"
msgstr ""
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:3
msgid "Use channels for team communication"
msgstr ""
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:5
msgid "Use channels in the Odoo *Discuss* app to organize discussions between individual teams, departments, projects, or any other group that requires regular communication. With channels, employees can communicate inside dedicated spaces within the Odoo database around specific topics, updates, and latest developments having to do with the organization."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:11
msgid "Public and private channels"
msgstr ""
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:13
msgid "A *Public* channel can be seen by everyone, while a *Private* one is only visible to users invited to it. To create a new channel, navigate to the :menuselection:`Discuss` app, and then click on the :guilabel:`➕ (plus)` icon next to the :guilabel:`Channels` heading in the left-side menu. After typing the name of the channel, two selectable options will appear: The first is a channel with a hashtag (`#`) to indicate that it is a public channel; the second option is a channel with a lock icon (`🔒`) next to it, to indicate that it is a private channel. Select the channel type that best fits the communication needs."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:-1
msgid "View of discuss's sidebar and a channel being created in Odoo Discuss."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:26
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:31
msgid "Configuration options"
msgstr ""
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:33
msgid "The channel's :guilabel:`Group Name`, :guilabel:`Description`, and :guilabel:`Privacy` settings can be modified by clicking on the channel's settings, represented by a :guilabel:`⚙️ (gear)` icon in the left sidebar menu, next to the channel's name."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:-1
msgid "View of a channel's settings form in Odoo Discuss."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:42
msgid "Privacy and Members tabs"
msgstr ""
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:44
msgid "Changing :guilabel:`Who can follow the group's activities?` controls which groups can have access to the channel."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:48
msgid "Allowing :guilabel:`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:51
msgid "When choosing :guilabel:`Invited people only`, specify in the :guilabel:`Members` tab which members should be invited. Inviting members can also be done from the *Discuss* app's main dashboard, by selecting the channel, clicking the *add user* icon in the top-right corner of the dashboard, and finally clicking :guilabel:`Invite to Channel` once all the users have been added."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:-1
msgid "View of Discuss' option to invite members in Odoo Discuss."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:60
msgid "When the :guilabel:`Selected group of users` option is selected, it reveals the ability to add an :guilabel:`Authorized Group`, along with the options to :guilabel:`Auto Subscribe Groups` and :guilabel:`Auto Subscribe Departments`."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:64
msgid "The option to :guilabel:`Auto Subscribe Groups` automatically adds users of that particular user group as followers. In other words, while :guilabel:`Authorized Groups` limits which users can access the channel, :guilabel:`Auto Subscribe Groups` automatically adds users as members as long as they are part of a specific user group. The same is true for :guilabel:`Auto Subscribe Departments`."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:70
msgid "Quick search bar"
msgstr ""
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:72
msgid "Once at least 20 channels, direct messages, or live chat conversations (if *Live Chat* module is installed on the database) are pinned in the sidebar, a :guilabel:`Quick search…` bar is displayed. This feature is a convenient way to filter conversations and quickly find relevant communications."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:-1
msgid "View of the Discuss' sidebar emphasizing the quick search bar in Odoo Discuss."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:81
msgid "Finding channels"
msgstr ""
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:83
msgid "Click on the settings :guilabel:`⚙️ (gear)` icon, located in the left sidebar, to the right of the :guilabel:`CHANNELS` collapsible menu item. Doing so will lead to a mosaic view containing all the public channels available. Users can join or leave channels on this screen by clicking the :guilabel:`JOIN` or :guilabel:`LEAVE` buttons that appear in the channel boxes."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:88
msgid "There is also the ability to apply filtering criteria and save them for later use. The :guilabel:`Search...` function accepts wildcards by using the underscore character [ `_` ], and specific searches can be saved by using the :menuselection:`Favorites --> Save Current Search` drop-down menu."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:-1
msgid "View of a channel being searched through filters in Odoo Discuss"
msgstr ""
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:98
msgid "Linking channel in chatter"
msgstr ""
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:100
msgid "Channels can be linked in the chatter (log note) of a record in Odoo. To do so, simply type: `#` and the channel name. Click or press enter on the *channel* name. Upon logging the note a link to the channel will appear. After clicking on the link a chat window with the channel conversation will pop up in the lower right corner of the screen."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:105
msgid "Users are able to contribute to this group channel (either public or member based) by typing messages in window and pressing *enter*."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:-1
msgid "Channel linked in chatter with the channel open on the lower right quadrant."
msgstr ""
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:114
msgid ":doc:`plan_activities`"
msgstr ""
#: ../../content/applications/productivity/iot.rst:8
msgid "Internet of Things (IoT)"
msgstr ""
#: ../../content/applications/productivity/iot.rst:17
msgid "The Open Platform Communications (OPC) Unified Architecture (UA) protocol is now supported by the :abbr:`IoT (Internet of Things)` box. :abbr:`OPC (Open Platform Communications)` :abbr:`UA (United Architecture)` is an open standard that specifies information exchange for industrial communication on devices, between machines and between systems. This includes communication between information technology and operational technology. :abbr:`OPC (Open Platform Communications)` :abbr:`UA (United Architecture)` can be used with any software platform, on a wide variety of devices, and deployed securely. The :abbr:`IoT (Internet of Things)` box has entered the world of the Industry 4.0 standard and can be utilized in a wide variety of industries, and for things like building automation, packaging, utilities, etc."
msgstr ""
#: ../../content/applications/productivity/iot/config.rst:5
#: ../../content/applications/productivity/mail_plugins/outlook.rst:10
msgid "Configuration"
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:3
msgid "Connect an IoT box to Odoo"
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:5
msgid "An Internet of Things (IoT) box is a micro-computer device that allows for the connection of input and output devices to an Odoo database. An :abbr:`IoT (Internet of Things)` box subscription is required in order to use the :abbr:`IoT (Internet of Things)` box with a secured connection. A computer is also required to set up the :abbr:`IoT (Internet of Things)` box."
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:11
msgid "`IoT Box FAQ <https://www.odoo.com/app/iot-faq>`_"
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:13
msgid "Begin the :abbr:`IoT (Internet of Things)` configuration process by :ref:`installing the IoT app <general/install>` on the Odoo database through the :menuselection:`Apps` application."
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:-1
msgid "The Internet of Things (IoT) app on the Odoo database."
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:20
msgid "Next, after the *IoT app* is installed, navigate to :menuselection:`IoT app --> IoT Boxes`, and then click on the :guilabel:`Connect` button located in the upper-left corner of the :menuselection:`IoT Boxes` dashboard."
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:-1
msgid "Connecting an IoT box to the Odoo database."
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:28
msgid "There are two recommended ways to connect the :abbr:`IoT (Internet of Things)` box to the database once the *IoT app* is installed. Follow the steps in either of the next two sections to connect the :abbr:`IoT (Internet of Things)` box via :ref:`wired ethernet connection <iot_connect/ethernet>` or via :ref:`WiFi <iot_connect/wifi>`."
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:-1
msgid "Connection steps for a wired connection or WiFi connection."
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:38
msgid "The disk image that the :abbr:`IoT (Internet of Things)` box SD card is formatted with is unique to the version of the Odoo database that the :abbr:`IoT (Internet of Things)` box is running on. Ensure that the :abbr:`IoT (Internet of Things)` box is :doc:`flashed <flash_sdcard>` with the most up-to-date disk image."
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:46
msgid "Ethernet connection"
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:48
msgid "The following is the process to connect the :abbr:`IoT (Internet of Things)` box via an ethernet cable to the Odoo database (by way of the ethernet port; RJ-45)."
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:51
msgid "First, connect all wired devices to the :abbr:`IoT (Internet of Things)` box (ethernet, :abbr:`USB (Universal Serial Bus)` devices, etc.). At minimum, an HDMI screen should be connected. Then, plug the :abbr:`IoT (Internet of Things)` box into a power source."
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:55
msgid "Immediately after the unit powers on and boots up, read the *pairing code* from the screen or from the printout of a receipt printer connected to the :abbr:`IoT (Internet of Things)` box."
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:59
msgid "By default, the :abbr:`IoT (Internet of Things)` box will display the *pairing code* for a maximum of 5 minutes after the unit boots up. After 5 minutes, the *pairing code* will disappear for security purposes and the :abbr:`IoT (Internet of Things)` box will need to be rebooted manually by unplugging the unit from the power source for ten seconds and re-plugging it back in."
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:65
msgid "If no screen is attached to the :abbr:`IoT (Internet of Things)` box, then the *pairing code* can be accessed from the :abbr:`IoT (Internet of Things)` box homepage by clicking on the :guilabel:`POS Display` button. For instructions on how to access the :abbr:`IoT (Internet of Things)` box homepage visit :ref:`iot_connect/token`."
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:70
msgid "On the computer, navigate to :menuselection:`IoT app --> IoT Boxes`, and then click on the :guilabel:`Connect` button located in the upper-left corner of the the :menuselection:`IoT Boxes` dashboard. Input the *pairing code* in the :guilabel:`Pairing Code` field and click on the :guilabel:`Pair` button. The database will now link to the :abbr:`IoT (Internet of Things)` box and it will appear on the :menuselection:`IoT Boxes` page."
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:79
msgid "WiFi connection"
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:81
msgid "The following is the process to connect the :abbr:`IoT (Internet of Things)` box via a WiFi connection to the Odoo database."
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:84
msgid "First, ensure there is no ethernet cable plugged into the :abbr:`IoT (Internet of Things)` box. Then, connect all wired devices to the :abbr:`IoT (Internet of Things)` box (:abbr:`USB (Universal Serial Bus)` devices, etc.)."
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:88
msgid "After connecting the devices, plug the :abbr:`IoT (Internet of Things)` box into to a power source. On the computer, navigate to :menuselection:`IoT app --> IoT Boxes`, and then click on the :guilabel:`Connect` button located in the upper-left corner of the the :menuselection:`IoT Boxes` dashboard. Then copy the :guilabel:`Token` from the :guilabel:`WiFi connection` section as this will later be used to link the Odoo database to the :abbr:`IoT (Internet of Things)` box."
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:94
msgid "Back on the computer, navigate to the available WiFi networks and connect to the :abbr:`IoT (Internet of Things)` box WiFi network. The WiFi network dispersed by the :abbr:`IoT (Internet of Things)` box will start with `IoTBox-xxxxxxxxxx`."
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:-1
msgid "WiFi networks available on the computer."
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:102
msgid "Upon connecting to the :abbr:`IoT (Internet of Things)` box WiFi, a browser will automatically redirect to the :menuselection:`Configure Iot Box` wizard. Name the :abbr:`IoT (Internet of Things)` box, then paste the previously copied *token* into the :guilabel:`Server Token` field, and then click on :guilabel:`Next`."
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:-1
msgid "Enter the server token into the IoT box."
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:112
msgid "If the :abbr:`IoT (Internet of Things)` box WiFi connection wizard doesn't start, then see the documentation on :ref:`connecting with a token <iot_connect/token>`."
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:115
msgid "Now, choose the WiFi network that the :abbr:`IoT (Internet of Things)` box will connect with (enter the password if there is one) and click on :guilabel:`Connect`. Wait a few seconds and the browser will redirect to the :abbr:`IoT (Internet of Things)` box homepage. The computer may need to be manually re-connected back to the original WiFi connection, if this does not happen automatically."
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:-1
msgid "Configuring the WiFi for the IoT box."
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:124
msgid "After completing each step, the :abbr:`IoT (Internet of Things)` box should appear when navigating to :menuselection:`IoT app --> IoT Boxes` on the Odoo database."
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:-1
msgid "The IoT box has been successfully configured on the Odoo database."
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:132
msgid "The :abbr:`IoT (Internet of Things)` box may need to be manually rebooted upon successfully connecting via WiFi for the box to appear in the *IoT app* on the Odoo database. To do so, simply unplug the device and plug it back into the power source after ten seconds."
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:139
msgid "Manually connecting the IoT box using the token"
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:141
msgid "A manual connection of the :abbr:`IoT (Internet of Things)` box to the :abbr:`IoT (Internet of Things)` app can be made using the *token*, from a computer. The *token* can be found by navigating to :menuselection:`IoT app --> IoT Boxes` and clicking on :guilabel:`Connect`."
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:145
msgid "Under the :guilabel:`WiFi Connection` section of the :guilabel:`Connect an IoT Box` page that appears, click :guilabel:`Copy` to the right of the :guilabel:`Token`. This token will be entered into the :abbr:`IoT (Internet of Things)` box homepage."
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:149
msgid "Access the :abbr:`IoT (Internet of Things)` box homepage by entering the :abbr:`IP (Internet Protocol)` address of the :abbr:`IoT (Internet of Things)` box into a browser window from a computer on the same network as the :abbr:`IoT (Internet of Things)` box (preferably by ethernet connection)."
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:154
msgid "The :abbr:`IP (Internet Protocol)` address can be accessed by the router admin console that the :abbr:`IoT (Internet of Things)` box is connected to, or by connecting a receipt printer to the :abbr:`IoT (Internet of Things)` box. A receipt will print out with the :abbr:`IoT (Internet of Things)` box's :abbr:`IP (Internet Protocol)` address on it."
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:159
msgid "On the :abbr:`IoT (Internet of Things)` box homepage, enter the *token* under the :guilabel:`Server` section by clicking on :guilabel:`Configure`. Then, paste the *token* into the :guilabel:`Server Token` field and click :guilabel:`Connect`. The :abbr:`IoT (Internet of Things)` box will then link to the Odoo database."
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:167
msgid "IoT box schema"
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:170
msgid "Raspberry Pi 4"
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:174
msgid "The Odoo IoT box (Raspberry Pi 4) schema with labels."
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:177
msgid "Raspberry Pi 3"
msgstr ""
#: ../../content/applications/productivity/iot/config/connect.rst:181
msgid "The Odoo IoT box (Raspberry Pi 3) schema with labels."
msgstr ""
#: ../../content/applications/productivity/iot/config/flash_sdcard.rst:3
msgid "Flashing the SD card"
msgstr ""
#: ../../content/applications/productivity/iot/config/flash_sdcard.rst:5
msgid "In some circumstances, the :abbr:`IoT (Internet of Things)` box's micro SD Card may need to be re-flashed to benefit from Odoo's latest :abbr:`IoT (Internet of Things)` image update. This means that the Odoo :abbr:`IoT (Internet of Things)` box software may need to be updated."
msgstr ""
#: ../../content/applications/productivity/iot/config/flash_sdcard.rst:10
msgid "Upgrade from the IoT box home page"
msgstr ""
#: ../../content/applications/productivity/iot/config/flash_sdcard.rst:12
msgid "Go to the :abbr:`IoT (Internet of Things)` box homepage by navigating to :menuselection:`IoT app --> IoT Boxes` and clicking on the :guilabel:`IP address` of the :abbr:`IoT (Internet of Things)` box. Then click on :guilabel:`Update` (next to the version number)."
msgstr ""
#: ../../content/applications/productivity/iot/config/flash_sdcard.rst:16
msgid "If a new version of the :abbr:`IoT (Internet of Things)` Box image is available, an :guilabel:`Upgrade to _xx.xx_` button will appear at the bottom of the page. Click this button to upgrade the unit and the :abbr:`IoT (Internet of Things)` box will then flash itself to the new version. All of the previous configurations will be saved."
msgstr ""
#: ../../content/applications/productivity/iot/config/flash_sdcard.rst:22
msgid "This process can take more than 30 minutes. Do not turn off or unplug the :abbr:`IoT (Internet of Things)` box as it would leave it in an inconsistent state. This means that the :abbr:`IoT (Internet of Things)` box will need to be re-flashed with a new image. See :ref:`flash_sdcard/etcher`."
msgstr ""
#: ../../content/applications/productivity/iot/config/flash_sdcard.rst:-1
msgid "IoT box software upgrade in the IoT Box Home Page."
msgstr ""
#: ../../content/applications/productivity/iot/config/flash_sdcard.rst:34
msgid "Upgrade with Etcher Software"
msgstr ""
#: ../../content/applications/productivity/iot/config/flash_sdcard.rst:37
msgid "A computer with a micro SD card reader/adapter is required in order to re-flash the micro SD card."
msgstr ""
#: ../../content/applications/productivity/iot/config/flash_sdcard.rst:40
msgid "Navigate to Balena's website and download `Etcher <https://www.balena.io/>`_. It's a free and open-source utility used for burning image files onto drives. Click to `download <https://www.balena.io/etcher#download-etcher>`_. Install and launch the program on the computer."
msgstr ""
#: ../../content/applications/productivity/iot/config/flash_sdcard.rst:44
msgid "Then download the version-specific :abbr:`IoT (Internet of Things)` image from `nightly <http://nightly.odoo.com/master/iotbox/>`_."
msgstr ""
#: ../../content/applications/productivity/iot/config/flash_sdcard.rst:47
msgid "The following are image versions on the `nightly <http://nightly.odoo.com/master/iotbox/>`_ website with their corresponding Odoo database version:"
msgstr ""
#: ../../content/applications/productivity/iot/config/flash_sdcard.rst:50
msgid "Odoo V16 --> iotbox-latest.zip"
msgstr ""
#: ../../content/applications/productivity/iot/config/flash_sdcard.rst:51
msgid "Odoo V15 --> iotboxv21_10.zip"
msgstr ""
#: ../../content/applications/productivity/iot/config/flash_sdcard.rst:52
msgid "Odoo V14 --> iotboxv21_04.zip"
msgstr ""
#: ../../content/applications/productivity/iot/config/flash_sdcard.rst:53
msgid "Odoo V13 --> iotboxv20_10.zip"
msgstr ""
#: ../../content/applications/productivity/iot/config/flash_sdcard.rst:55
msgid "The images should be downloaded and extracted to a convenient file location."
msgstr ""
#: ../../content/applications/productivity/iot/config/flash_sdcard.rst:57
msgid "After this step is complete, insert the :abbr:`IoT (Internet of Things)` box's micro SD card into the computer or reader. Open *Etcher* and select :guilabel:`Flash from file`, then find and select the image just downloaded and extracted. Next, select the drive the image should be burned to. Lastly, click on :guilabel:`Flash` and wait for the process to finish."
msgstr ""
#: ../../content/applications/productivity/iot/config/flash_sdcard.rst:-1
msgid "Balena's Etcher software dashboard."
msgstr ""
#: ../../content/applications/productivity/iot/config/flash_sdcard.rst:67
msgid "An alternative software for flashing the micro SD card is *Raspberry Pi Imager*. Download the *Raspberry Pi* software `here <https://www.raspberrypi.com/software/>`_."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:5
msgid "HTTPS certificate (IoT)"
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:8
msgid "What is HTTPS?"
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:10
msgid "*Hypertext Transfer Protocol Secure* (HTTPS) is the secure version of *Hypertext Transfer Protocol* (HTTP), which is the primary protocol used to send data back and forth between a web browser and a website. :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` is encrypted in order to increase the security of data transfer."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:15
msgid ":abbr:`HTTPS (Hypertext Transfer Protocol Secure)` uses an encryption protocol to encrypt communications. The protocol is called *Transport Layer Security* (TLS), although formerly it was known as *Secure Sockets Layer* (SSL)."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:19
msgid ":abbr:`HTTPS (Hypertext Transfer Protocol Secure)` occurs based upon the transmission of :abbr:`TLS (Transport Layer Security)`/:abbr:`SSL (Secure Sockets Layer)` certificates, which verify that a particular provider is who they say they are."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:24
msgid "In this documentation and throughout Odoo the term \"HTTPS certificate\" will be used to define the fact that the :abbr:`SSL (Secure Sockets Layer)` certificate is valid and allows a :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` connection."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:29
msgid "Why is it needed?"
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:31
msgid "In order to communicate with certain network devices (in particular for payment terminals), the usage of :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` is mandatory. If the :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` certificate isn't valid, some devices won't be able to interact with the :abbr:`IoT (Internet of Things)` Box."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:37
msgid "How to obtain a Hypertext Transfer Protocol Secure (HTTPS) certificate"
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:39
msgid "The generation of the :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` certificate is automatic."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:41
msgid "The :abbr:`IoT (Internet of Things)` Box will send a specific request to `<https://www.odoo.com>`_ which will send back the :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` certificate if the :abbr:`IoT (Internet of Things)` box and database are eligible."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:48
msgid "Internet of Things (IoT) eligibility"
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:50
msgid "The database should be a **production** instance. The database instance should not be a copy, a duplicate, a staging, or a development environment."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:52
msgid "The Odoo subscription must:"
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:54
msgid "Have an :guilabel:`IoT Box Subscription` line."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:55
msgid ":guilabel:`Status` must be :guilabel:`In Progress`."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:57
msgid "If the subscription is linked to a `<https://www.odoo.com>`_ portal user check the information on the portal subscription page."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:0
msgid "Odoo.com portal subscriptions filtered by \"in progress\"."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:64
msgid "In this case, both subscriptions are considered \"in progress\" as the :guilabel:`Filter By\\: In Progress` was used."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:68
msgid "If the subscription is in question, contact the database's Account Manager or Partner regarding the matter."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:72
msgid "Troubleshooting Hypertext Transfer Protocol Secure (HTTPS) certificate errors"
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:74
msgid "If anything goes wrong during the process of the \"HTTPS certificate\" generation or reception, a specific error will code be given on the :abbr:`IoT (Internet of Things)` box home page."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:78
msgid "Accessing the :abbr:`IoT (Internet of Things)` box homepage will check for the presence of the \"HTTPS certificate\" and will attempt its generation if it is missing. As such, if there is an error on the :abbr:`IoT (Internet of Things)` box home page, refresh the :abbr:`IoT (Internet of Things)` home page to see if the error disappears."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:84
msgid "`ERR_IOT_HTTPS_CHECK_NO_SERVER`"
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:88
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:101
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:110
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:132
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:149
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:166
msgid "Reason:"
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:87
msgid "The configuration regarding the server is missing. In other words, the Odoo instance is not connected with the IoT box."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:91
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:104
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:114
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:137
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:159
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:170
msgid "Solution:"
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:91
msgid "Ensure that the server is configured."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:94
#: ../../content/applications/productivity/iot/config/windows_iot.rst:121
msgid ":doc:`/applications/productivity/iot/config/connect`"
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:97
msgid "`ERR_IOT_HTTPS_CHECK_CERT_READ_EXCEPTION`"
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:100
msgid "An unhandled error happened when trying to read the existing :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` certificate."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:104
msgid "Ensure that the :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` certificate file is readable."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:107
msgid "`ERR_IOT_HTTPS_LOAD_NO_CREDENTIAL`"
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:110
msgid "The contract and/or database :abbr:`UUID (Universal Unique Identifier)` is missing."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:113
msgid "Ensure that both values are configured as intended. To modify them, go to the :abbr:`IoT (Internet of Things)` box home page, and navigate to :guilabel:`Credential`."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:117
msgid "`ERR_IOT_HTTPS_LOAD_REQUEST_EXCEPTION`"
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:120
msgid "An unexpected error happened when the :abbr:`IoT (Internet of Things)` box tried to reach `<https://www.odoo.com>`_. The causes are likely due to the network infrastructure/configuration:"
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:124
msgid "The :abbr:`IoT (Internet of Things)` box does not have access to internet."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:125
msgid "The network does not allow the :abbr:`IoT (Internet of Things)` box to communicate with `<https://www.odoo.com>`_. This may be due to network devices preventing the communication (firewalls, etc.) or the network configuration (:abbr:`VPN (Virtual Private Network)`, etc.)."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:131
msgid "More information regarding the error that occurred can be found in the full request exception details, which are in the :abbr:`IoT (Internet of Things)` box logs."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:136
msgid "Consult with your system or network administrator should this issue arise. This error code depends on the network infrastructure and goes beyond Odoo support's service scope."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:140
msgid "`ERR_IOT_HTTPS_LOAD_REQUEST_STATUS`"
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:143
msgid "The IoT-box was able to reach `<https://www.odoo.com>`_ but received an unusual `HTTP response (status codes) <https://developer.mozilla.org/en-US/docs/Web/HTTP/Status>`_."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:147
msgid "This error code will also give the HTTP response status codes. For example, if the error reads `ERR_IOT_HTTPS_LOAD_REQUEST_STATUS 404` it means that the page returned a 404 error, which is the \"Page Not Found\" code."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:152
msgid "Check if `<https://www.odoo.com>`_ is down using a web browser, as it's possible that it is down due to maintenance."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:155
msgid "If `<https://www.odoo.com>`_ is down due to maintenance, unfortunately there is nothing that can be done but instead wait for it to recover."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:157
msgid "If `<https://www.odoo.com>`_ is not down due to maintenance, open a `support ticket <https://www.odoo.com/help>`_ on the matter. Ensure that the 3 digits status code next to the code error is included in the support ticket."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:162
msgid "`ERR_IOT_HTTPS_LOAD_REQUEST_NO_RESULT`"
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:165
msgid "The :abbr:`IoT (Internet of Things)` box was able to reach `<https://www.odoo.com>`_ but it refused to deliver the :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` certificate."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:169
msgid "Ensure that the :abbr:`IoT (Internet of Things)` box and database are eligible for a certificate: :ref:`Internet of Things (IoT) eligibility <iot/iot-eligibility>`."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:173
msgid "How to ensure that the HTTPS certificate is correct"
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:175
msgid "If the certificate has been applied successfully, a new :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` :abbr:`URL (Uniform Resource Locator)` for the :abbr:`IoT (Internet of Things)` box ending with `.odoo-iot.com` will appear on the Odoo database, inside of the :menuselection:`IoT` application on that specific device's form."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:-1
msgid "Odoo IoT app IoT box with .odoo-iot.com domain."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:184
msgid "When navigating to the :abbr:`URL (Uniform Resource Locator)` in a browser a secured :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` connection will be established."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:191
msgid "Example of valid SSL certificate details on the browser."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:191
msgid "Padlock in Chrome on Windows 10 attesting the fact that the connection is secured in :abbr:`HTTPS (Hypertext Transfer Protocol Secure)`."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:194
msgid "The IoT-box homepage will now display an `OK` status next to `HTTPS certificate`. The drop-down menu icon, when clicked, will reveal information regarding the certificate."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:-1
msgid "IoT box homepage with HTTPS certificate OK status."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:202
msgid "Domain Name System (DNS) issue"
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:204
msgid "If the :abbr:`IoT (Internet of Things)` box can be accessed from its :abbr:`IP (Intrernet Protocol)` address but not the Odoo assigned domain: `.odoo-iot.com`; then the :abbr:`IoT (Internet of Things)` box is likely running into a :abbr:`DNS (Domain Name System)` issue. On some browsers, it will give an error code mentioning :abbr:`DNS (Domain Name System)` (like `DNS_PROBE_FINISHED_NXDOMAIN`)."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:209
msgid "These :abbr:`DNS (Domain Name System)` issues may appear as the following in different browsers:"
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:213
msgid "Chrome"
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:0
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:219
msgid "DNS issue on Chrome browser on Windows 10."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:222
msgid "Firefox"
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:0
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:228
msgid "DNS issue on Firefox browser on Windows 10."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:230
msgid "Edge"
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:0
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:236
msgid "DNS issue on Edge browser on Windows 10."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:240
msgid "Domain Name System (DNS) issue solution"
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:242
msgid "Should the router allow the :abbr:`DNS (Domain Name System)` to be manually changed, change the DNS to use `Google DNS <https://developers.google.com/speed/public-dns>`_."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:244
msgid "If your router doesn't allow for this, then a change will need to be made on the :abbr:`DNS (Domain Name System)` settings of each of the devices using `Google DNS <https://developers.google.com/speed/public-dns>`_. This will need to occur on **every** device that plans to interact with the :abbr:`IoT (Internet of Things)` box (e.g. computer, tablet or phone). The individual device configuration processes can be found on the website of the device's manufacturer."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:252
msgid "Other :abbr:`IoT (Internet of Things)` devices such as payment terminals likely won't need their :abbr:`DNS (Domain Name System)` settings changed as they are already configured with custom :abbr:`DNS (Domain Name System)`."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:257
msgid "Consult with your system or network administrator should this issue arise. This error code depends on the network infrastructure, and it goes beyond Odoo support's service scope."
msgstr ""
#: ../../content/applications/productivity/iot/config/pos.rst:3
msgid "Use an IoT box with a PoS"
msgstr ""
#: ../../content/applications/productivity/iot/config/pos.rst:6
msgid "Prerequisites"
msgstr ""
#: ../../content/applications/productivity/iot/config/pos.rst:8
msgid "Before starting, make sure the following equipment is available:"
msgstr ""
#: ../../content/applications/productivity/iot/config/pos.rst:10
msgid "An :abbr:`IoT (Internet of Things)` box, with its power adapter."
msgstr ""
#: ../../content/applications/productivity/iot/config/pos.rst:11
msgid "A computer or tablet with an up-to-date web browser."
msgstr ""
#: ../../content/applications/productivity/iot/config/pos.rst:12
msgid "Odoo Online or an Odoo instance with the *Point of Sale* and *IoT* applications installed."
msgstr ""
#: ../../content/applications/productivity/iot/config/pos.rst:13
msgid "A local network set up with :abbr:`DHCP (Dynamic Host Configuration Protocol)` (this is the default setting)."
msgstr ""
#: ../../content/applications/productivity/iot/config/pos.rst:15
msgid "An RJ45 Ethernet Cable (optional, but preferred over WiFi, which is already built in)."
msgstr ""
#: ../../content/applications/productivity/iot/config/pos.rst:16
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:21
msgid "Setup"
msgstr ""
#: ../../content/applications/productivity/iot/config/pos.rst:25
msgid "A suggested configuration for a point of sale system."
msgstr ""
#: ../../content/applications/productivity/iot/config/pos.rst:27
msgid "To connect hardware to the :abbr:`PoS (Point of Sale)`, the first step is to connect an :abbr:`IoT (Internet of Things)` box to the database. To do this, follow these instructions: :doc:`Connect an Internet of Things (IoT) box to the Odoo database <connect>`."
msgstr ""
#: ../../content/applications/productivity/iot/config/pos.rst:31
msgid "Then, connect the peripheral devices to the :abbr:`IoT (Internet of Things)` box."
msgstr ""
#: ../../content/applications/productivity/iot/config/pos.rst:37
msgid "Device Name"
msgstr ""
#: ../../content/applications/productivity/iot/config/pos.rst:38
msgid "Instructions"
msgstr ""
#: ../../content/applications/productivity/iot/config/pos.rst:39
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:66
msgid "Printer"
msgstr ""
#: ../../content/applications/productivity/iot/config/pos.rst:40
msgid "Connect a supported receipt printer to a :abbr:`USB (Universal Serial Bus)` port or to the network, and power it on. Refer to :doc:`/applications/sales/point_of_sale/restaurant/kitchen_printing`."
msgstr ""
#: ../../content/applications/productivity/iot/config/pos.rst:43
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:412
msgid "Cash drawer"
msgstr ""
#: ../../content/applications/productivity/iot/config/pos.rst:44
msgid "The cash drawer should be connected to the printer with an RJ25 cable."
msgstr ""
#: ../../content/applications/productivity/iot/config/pos.rst:45
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:360
msgid "Barcode scanner"
msgstr ""
#: ../../content/applications/productivity/iot/config/pos.rst:46
msgid "In order for the barcode scanner to be compatible it must end barcodes with an `ENTER` character (keycode 28). This is most likely the default configuration of the barcode scanner."
msgstr ""
#: ../../content/applications/productivity/iot/config/pos.rst:48
msgid "Scale"
msgstr ""
#: ../../content/applications/productivity/iot/config/pos.rst:49
msgid "Connect the scale and power it on. Refer to :doc:`/applications/productivity/iot/devices/scale`."
msgstr ""
#: ../../content/applications/productivity/iot/config/pos.rst:51
msgid "Customer display"
msgstr ""
#: ../../content/applications/productivity/iot/config/pos.rst:52
msgid "Connect a screen to the :abbr:`IoT (Internet of Things)` box to display the :abbr:`PoS (Point of Sale)` order. Refer to :doc:`/applications/productivity/iot/devices/screen`."
msgstr ""
#: ../../content/applications/productivity/iot/config/pos.rst:54
msgid "Payment terminal"
msgstr ""
#: ../../content/applications/productivity/iot/config/pos.rst:55
msgid "The connection process depends on the terminal. Refer to the :doc:`payment terminals documentation </applications/sales/point_of_sale/payment_methods>`."
msgstr ""
#: ../../content/applications/productivity/iot/config/pos.rst:58
msgid "Once this is completed, connect the :abbr:`IoT (Internet of Things)` box to the :menuselection:`PoS` application. To do this, go to :menuselection:`Point of Sale --> Configuration --> PoS`, tick the :guilabel:`IoT Box` option, and select the devices to be used in this :abbr:`PoS (Point of Sale)`. :guilabel:`Save` the the changes."
msgstr ""
#: ../../content/applications/productivity/iot/config/pos.rst:-1
msgid "Configuring the connected devices in the POS application."
msgstr ""
#: ../../content/applications/productivity/iot/config/pos.rst:67
msgid "Once set up is done, a new :abbr:`PoS (Point of Sale)` session can be launched."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:3
#: ../../content/applications/productivity/iot/config/windows_iot.rst:127
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 "Unable to locate the pairing code to connect the IoT box"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:11
msgid "The pairing code should be printed on receipt printers connected to the :abbr:`IoT (Internet of Things)` box and should also be displayed on connected monitors."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:14
msgid "The pairing code does not show under the following circumstances:"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:16
msgid "The :abbr:`IoT (Internet of Things)` box is already connected to an Odoo database."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:17
msgid "The :abbr:`IoT (Internet of Things)` box is not connected to the Internet."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:18
msgid "The code is only valid for 5 minutes after the :abbr:`IoT (Internet of Things)` box has started. It is automatically removed from connected displays when this time has expired."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:20
msgid "The version of the :abbr:`IoT (Internet of Things)` box image is too old. If the :abbr:`IoT (Internet of Things)` box image is from an earlier version, then the SD card of the :abbr:`IoT (Internet of Things)` box will need to be re-flashed to update the image (see :doc:`Flashing the SD Card <flash_sdcard>`)."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:25
msgid "If none of the cases listed above correct the issue, then make sure that the :abbr:`IoT (Internet of Things)` box has correctly started, by checking that a fixed green LED is showing next to the power port."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:30
msgid "IoT box is connected but it is not showing in the database"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:32
msgid "When an :abbr:`IoT (Internet of Things)` box connects to a database, it may restart. If so, it can take up to five minutes before appearing in the database. If the :abbr:`IoT (Internet of Things)` box is still not showing after five minutes, make sure that the :abbr:`IoT (Internet of Things)` box can reach the database and that the server does not use a multi-database environment."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:37
msgid "To access the database from the :abbr:`IoT (Internet of Things)` box, open a browser and type in the database address."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:41
msgid "The IoT box is connected to the Odoo database, but cannot be reached"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:43
msgid "Make sure that the :abbr:`IoT (Internet of Things)` box and the computer running the browser are located on the same network, as the :abbr:`IoT (Internet of Things)` box cannot be reached from outside the local network."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:48
msgid "The HTTPS certificate does not generate"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:50
msgid "In order to generate a :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` certificate, an IoT box subscription is required for the :abbr:`IoT (Internet of Things)` box. Connecting the :abbr:`IoT (Internet of Things)` box prior to configuring an :abbr:`IoT (Internet of Things)` subscription for the database and :abbr:`IoT (Internet of Things)` box with the Account Manager will result in an unsecured connection."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:56
msgid "In addition, a firewall can also prevent the :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` certificate from generating correctly. In this case, deactivate the firewall until the certificate is successfully generated. It should also be noted that certain devices, such as a router that has a built-in firewall, can prevent the :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` certificate from generating."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:63
msgid ":doc:`HTTPS certificate (IoT) <https_certificate_iot>`"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:69
msgid "The printer is not detected"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:71
msgid "If a printer does not appear in the devices list, go to the :abbr:`IoT (Internet of Things)` box homepage and make sure that it is listed under :guilabel:`Printers`."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:-1
msgid "The IoT box Home Page landing page."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:78
msgid "If the printer is not present on the :abbr:`IoT (Internet of Things)` box homepage, click :guilabel:`Printers Server`, go to the :guilabel:`Administration` tab and click on :guilabel:`Add Printer`. If the printer is not present in the list, it is likely not connected properly."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:83
msgid "The printer outputs random text"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:85
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:89
msgid "The solution is to manually select the corresponding driver. On the :abbr:`IoT (Internet of Things)` box homepage, click on :guilabel:`Printers Server`, go to the :guilabel:`Printers` tab and select the printer in the list. In the :guilabel:`Administration` drop-down menu, click on :guilabel:`Modify Printer`. Follow the steps and select the *make* and *model* corresponding to the printer."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:-1
msgid "Edit the printer connected to the IoT box."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:100
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:104
msgid "Epson configuration special case"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:106
msgid "Most Epson printers support printing receipts in Odoo :abbr:`POS (Point of Sale)` using the `GS v 0` command. However, the following Epson printer models do not support this command:"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:109
msgid "TM-U220"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:110
msgid "TM-U230"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:111
msgid "TM-P60"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:112
msgid "TMP-P60II"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:114
msgid "Bypass this issue by configuring the printer to use the `ESC *` command instead."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:117
msgid "Process to force ESC * command"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:120
msgid "Epson printer compatibility"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:122
msgid "The first step is to check whether the printer is incompatible with `GS v 0` command."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:126
msgid "`Epson GS v 0 documentation <https://reference.epson-biz.com/modules/ref_escpos/index.php? content_id=94>`_ for `GS v 0` compatible printers."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:128
msgid "`Epson ESC * documentation <https://reference.epson-biz.com/modules/ref_escpos/index.php ?content_id=88>`_ for `ESC *` compatible printers."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:131
msgid "If the printer is not compatible with the `ESC *` command then the following process is not possible. Should the printer be compatible to use the `ESC *` command to print, follow this process to configure the printer with the :abbr:`IoT (Internet of Things)` box."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:136
msgid "IoT box configuration for ESC *"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:138
msgid "To configure the :abbr:`IoT (Internet of Things)` box to use the `ESC *` command to print, go to the :abbr:`IoT (Internet of Things)` box homepage by navigating to :menuselection:`IoT app --> IoT Boxes`. Then click on the :guilabel:`IP address` and this will direct to the :abbr:`IoT (Internet of Things)` box homepage."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:143
msgid "**Choosing the printer**"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:145
msgid "Now click on the :guilabel:`Printers server` button. This will redirect the browser to the *CUPS* page. Next, go to :menuselection:`Administration --> Printers --> Add Printer`, choose the printer that should be modified, and then click :guilabel:`Continue`."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:150
msgid "If the name of the printer is still uncertain, take the following steps:"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:152
msgid "Take note of the listed printers on the *CUPS* page."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:153
msgid "Turn the printer off and refresh the page."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:154
msgid "Now compare the difference with the first list to see which printer disappeared."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:155
msgid "Turn the printer back on and refresh the page again."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:156
msgid "Double-check the list again to see if the printer re-appears."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:157
msgid "The printer that disappeared and reappears again on the listed printers is the name of the printer in question."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:161
msgid "This can be :guilabel:`Unknown` under :guilabel:`Local printers`."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:163
msgid "**CUPS naming convention**"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:165
msgid "`CUPS` will prompt the administrator for three pieces of information: the :guilabel:`Name`, :guilabel:`Description` and the :guilabel:`Location`. The last two pieces of information do not need to be specific, however, the :guilabel:`Name` should follow a particular convention to work with the `ESC *` command."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:170
msgid "The :guilabel:`Name` should match this convention: `<printer_name>__IMC_<param_1>_<param_2>_..._<param_n>__`"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:173
msgid "A breakdown of the naming convention:"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:175
msgid "`printer_name`: This is the printer name. It can be any character as long as it does not contain `_`, `/`, `#`, or ` ` (space character)."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:177
msgid "`IMC`: This stands for *Image Mode Column* (the simplified name for `ESC *`)."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:178
msgid "`param_1`: This stands for the specific parameter:"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:180
msgid "`SCALE<X>`: Scale of the picture (with the same aspect ratio). `X` should be an integer describing the scale percentage that should be used."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:184
msgid "`100` is the original size, `50` is half the size, `200` is twice the size."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:186
msgid "`LDV`: *Low Density Vertical* (will be set to *High Density Vertical* if not specified)."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:187
msgid "`LDH`: *Low Density Horizontal* (will be set to *High Density Horizontal* if not specified)."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:190
msgid "*Density* parameters might need to be configured in a particular way depending on the printer model."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:194
msgid "Visit `Epson's ESC * documentation <https://reference.epson-biz.com/modules/ref_escpos/index.php?content_id=88>`_ and click on the printer model printer in the table above to see if the printer should set these parameters."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:199
msgid "The following are examples of proper and improper name formatting:"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:201
msgid "Proper name formatting:"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:203
msgid "`EPSONTMm30II__IMC__`"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:204
msgid "`EPSON_TM_U220__IMC_LDV_LDH_SCALE80__`"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:206
msgid "Improper name formatting (this will not prevent printing, but the result might not have the expected printed output):"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:209
msgid "`EPSON TMm 30II` -> The name cannot have spaces."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:210
msgid "`EPSONTMm30II` -> The name itself is correct, but it will not use `ESC *`."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:211
msgid "`EPSONTMm30II__IMC` -> This name is missing the end `__`."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:212
msgid "`EPSONTMm30II__IMC_XDV__` -> The parameter `XDV` does not match any existing parameters."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:213
msgid "`EPSONTMm30II__IMC_SCALE__` -> The parameter `SCALE` is missing the scale value."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:215
msgid "**Finish adding a printer**"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:217
msgid "After setting the name of the printer with the appropriate naming convention, click :guilabel:`Continue`. Next, set the :guilabel:`Make` value to :guilabel:`Raw` and for the :guilabel:`Model` value, set this to :guilabel:`Raw Queue (en)`."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:221
msgid "After completing these steps, click :guilabel:`Add Printer`. If everything was done correctly, the page should redirect to the *Banners* page."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:224
msgid "At this point the printer should have been created, now the :abbr:`IoT (Internet of Things)` box just needs to detect it and then sync to Odoo's server (this could take a few minutes)."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:227
msgid "**Adding the printer to Odoo PoS**"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:229
msgid "Once the printer is visible on the Odoo database, do not forget to choose it in the :abbr:`PoS (Point of Sale)`configuration as the :abbr:`IoT (Internet of Things)` printer. Navigate to :menuselection:`Pos App --> Settings --> Connected Devices --> IoT Box --> Receipt Printer --> Save`."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:235
msgid "If the printer was set up incorrectly (it is still printing random text or the printed receipt is too big or small), then it cannot be modified via the printer name with *CUPS*. Instead, the above process can be repeated to set up another printer from scratch to create one with modified parameters."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:240
msgid "**Example setup of the Epson TM-U220B printer using ESC**"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:245
msgid "The following is an example of the troubleshooting process for a TM-U220B printer model using the `ESC *` command. The receipt pictured below is an example of a receipt that is printing correctly due to proper formatting (in theory):"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:0
msgid "Properly formatted receipt picture from a demo database."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:253
msgid "Trying to print this receipt right-away prior to the proper formatting will not work as the TM-U220B printer model does not support `GS v 0`. Instead random characters will print:"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:0
msgid "Printer paper with seemingly random characters."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:260
msgid "To properly configure formatting for the Epson TM-U220B printer model take the following steps."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:262
msgid "After consulting Epson's website for compatibility for both of the commands: `GS v 0 <https://reference.epson-biz.com/modules/ref_escpos/index.php?content_id=94>`_ and `ESC * <https://reference.epson-biz.com/modules/ref_escpos/index.php?content_id=88>`_, it can be seen that indeed the TM-U220B is not compatible with `GS v 0`, but is compatible with `ESC *`."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:0
msgid "Epson compatibility evaluation from Epson website."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:271
msgid "When adding the printer, *CUPS* will ask which printer should be added:"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:0
msgid "Administration menu, add printer selection."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:277
msgid "In this case, the printer is connected via :abbr:`USB (Universal Serial Bus)` so it won' be part of the :guilabel:`Discovered Network Printers`. Instead it is likely part of the :guilabel:`Unknown` selection under :guilabel:`Local Printers`. By unplugging the printer's :abbr:`USB (Universal Serial Bus)` cable from the :abbr:`IoT (Internet of Things)` box and refreshing the page, the :guilabel:`Unknown` printer disappears. By plugging it back in, the printer reappears, so it can be said that this is the printer in question."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:284
msgid "For the naming convention, since it needs to print using the `ESC *` command, it is imperative to add `__IMC`. Reference the printer model on `Epson's ESC * site <https://reference.epson-biz.com/modules/ref_escpos/index.php?content_id=88>`_ to find out more about the *density* parameters."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:0
msgid "Epson TM-U220 specifications on manufacturer's website."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:293
msgid "For this particular model, TM-U220, `m` should be equal to 0 or 1. While referencing the :guilabel:`Description` below the pink box in the above picture, the `m` values could be 0, 1, 32 or 33. So in this printers case, the `m` value can NOT be 32 or 33 (otherwise there will be random characters printed)."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:298
msgid "The table includes the numeric values: 32 and 33, they both occur if the :guilabel:`Number of bits for vertical data` is set to 24. This means that is a *High Vertical Density*. In the case of configuring the Epson TM-U220, the *Low Vertical Density* will need to be forced, as this printer model does not support *High Vertical Density* for this command `ESC *`."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:303
msgid "To add a *Low Vertical Density*, add the `LDV` parameter to the naming convention."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:0
msgid "Add a *Low Vertical Density* (the `LDV` parameter) to the naming convention."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:309
msgid "Click :guilabel:`Continue` to proceed. Next, set the :guilabel:`Make` value to :guilabel:`Raw` and for the :guilabel:`Model` value, set this to :guilabel:`Raw Queue (en)`."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:0
msgid "Epson TM-U220 specifications on manufacturers website."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:316
msgid "However, when trying to print with the naming convention: `EpsonTMU220B__IMC_LDV__`, it prints the receipt, but it is too big and outside the margin. To resolve this, add a new printer (and naming convention) with the `SCALE<X>` parameter to adapt to our receipt size."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:320
msgid "Here are some examples:"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:325
msgid "Printer Naming Convention"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:326
msgid "`EpsonTMU220B__IMC_LDV__`"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:327
msgid "`EpsonTMU220B__IMC_LDV_SCALE75__`"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:328
msgid "`EpsonTMU220B__IMC_LDV_LDH__`"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:329
msgid "`EpsonTMU220B__IMC_LDV_LDH_SCALE35__`"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:0
msgid "Receipt example format."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:0
msgid "Receipt format using naming convention: EpsonTMU220B__IMC_LDV__."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:0
msgid "Receipt format using naming convention: EpsonTMU220B__IMC_LDV_SCALE75__."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:0
msgid "Receipt format using naming convention: EpsonTMU220B__IMC_LDV_LDH__."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:0
msgid "Receipt format using naming convention: EpsonTMU220B__IMC_LDV_LDH_SCALE35__."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:347
msgid "The Zebra printer does not print anything"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:349
msgid "Zebra printers are quite sensitive to the format of the Zebra Programming Language (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 --> User Interface --> Views` in :ref:`developer mode <developer-mode>` and look for the corresponding template."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:356
msgid "Check out Zebra's instructions on printing :abbr:`ZPL (Zebra Programming Language)` files `here <https://supportcommunity.zebra.com/s/article/Print-a-zpl-file-using-the-Generic-Text-Printer>`_."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:363
msgid "The characters read by the barcode scanner do not match the barcode"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:365
msgid "By default, most barcode scanners are configured in the US QWERTY format. If the barcode scanner uses a different layout, go to the form view of the device (:menuselection:`IoT App --> Devices --> Barcode Device`) and select the correct format."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:370
msgid "Nothing happens when a barcode is scanned"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:372
msgid "Make sure that the correct device is selected in the :menuselection:`Point of Sale` configuration and that the barcode is configured to send an `ENTER` character (keycode 28) at the end of every barcode. To do so, navigate to :menuselection:`PoS app --> 3-Dot Menu on the PoS --> IoT Box section --> Edit`."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:378
msgid "The barcode scanner is detected as a keyboard"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:381
msgid "Some barcode scanners do not advertise themselves as barcode scanners but as a USB keyboard instead, and will not be recognized by the :abbr:`IoT (Internet of Things)` box."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:384
msgid "The device type can be manually changed by going to its form view (:menuselection:`IoT App --> Devices --> Barcode Device`) and activating the :guilabel:`Is scanner` option."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:-1
msgid "Modifying the form view of the barcode scanner."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:392
msgid "Barcode scanner processes barcode characters individually"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:394
msgid "When accessing the mobile version of Odoo from a mobile device, or tablet, paired with a barcode scanner, via the :abbr:`IoT (Internet of Things)` box, the scanner may process each barcode character as an individual scan. In this case, the *Keyboard Layout* option **must** be filled out with the appropriate language of the barcode scanner on the *Barcode Scanner* form page."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:400
msgid "Access the barcode scanner form page by navigating to :menuselection:`IoT App --> Devices --> Barcode Scanner`."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:-1
msgid "Barcode scanner form page, with keyboard layout option highlighted."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:407
msgid "The :guilabel:`Keyboard Layout` is language based, and the options available vary, depending on the device and the language of the database. For example: :guilabel:`English (UK)`, :guilabel:`English (US)`, etc."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:415
msgid "The cash drawer does not open"
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:417
msgid "The cash drawer should be connected to the printer and the :guilabel:`Cash drawer` checkbox should be ticked in the :abbr:`PoS (Point of Sale)` configuration. To do so, navigate to :menuselection:`POS app --> 3-Dot Menu on the POS --> IoT Box section --> Edit --> Receipt Printer --> Cashdrawer checkbox`."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:3
msgid "Connect Windows IoT Odoo"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:5
msgid "A Virtual IoT box is a computer program that needs to be downloaded and installed on a Windows computer. This requires a Windows operating system with an Odoo 16 or later database."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:8
msgid "The Windows virtual :abbr:`IoT (Internet of Things)` box works the same way as a physical :abbr:`IoT (Internet of Things)` box, with the ability to run most of the same devices. All :abbr:`POS (Point of Sale)` devices work with it, such as a scale or printer. Payment terminals will also work, but it should be noted that :abbr:`MRP (Material Requirement Planning)` devices are not compatible. *These include cameras or measurement tools.*"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:15
msgid "Pre-requisites"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:17
msgid "The following items will be needed to complete the Windows :abbr:`IoT (Internet of Things)` installation."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:20
msgid "Odoo 16 database or any version above."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:21
msgid ":abbr:`IoT (Internet of Things)` compatible devices (except those mentioned above). Refer to: `Odoo's compatible IoT devices <https://www.odoo.com/app/iot-hardware>`_."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:23
msgid "Device drivers for Windows."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:26
msgid "Odoo recommends using an updated, recent version of Windows (Windows 10/11) as some older operating systems can cause the Windows virtual :abbr:`IoT (Internet of Things)` to not work."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:29
msgid "Windows computer (laptop, desktop, or server)."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:30
msgid "Odoo :abbr:`IoT (Internet of Things)` subscription. Refer to: :ref:`iot/iot-eligibility`."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:33
msgid "Connect the Windows virtual IoT box to an Odoo database"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:35
msgid "The Windows virtual IoT box is simple to setup in just a few easy steps. Follow this process when installing the Windows virtual IoT software for the first time."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:39
msgid "Download and initial installation"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:41
msgid "To begin the installation, navigate to the Odoo 16 or higher installation package for Enterprise or Community - Windows edition at `Odoo's download page <https://odoo.com/download>`_. Next, install and setup the Odoo :file:`.exe` file. After the instructions screen, click :guilabel:`Next` to start the installation and agree to the :abbr:`TOS (Terms of Service)`."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:46
msgid "During the next step of the installation, select :guilabel:`Odoo IoT` from the :guilabel:`Select the type of install` drop-down menu."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:50
msgid "For reference, the following should be installed:"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:52
msgid "**Odoo server**"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:53
msgid "**Odoo IoT**"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:54
msgid "**Nginx WebServer**"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:55
msgid "**Ghostscript interpreter**"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:57
msgid "Ensure there is enough space on the computer for the installation and click :guilabel:`Next`."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:60
msgid "Setting the destination and completing the installation"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:62
msgid "To complete the installation, select the :guilabel:`Destination Folder` and click :guilabel:`Install`."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:66
msgid "Choosing ``C:\\odoo`` as the install location will allow for the Nginx server to start. If the folder doesn't exist, then create it. Otherwise the installation files will be spread throughout the hard drive."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:71
msgid "Odoo's Windows virtual IoT software should not be installed inside any of the Window's User's directories. Doing so will not allow for Nginx to initialize."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:74
msgid "The installation may take a few minutes. When complete, click :guilabel:`Next` to continue."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:76
msgid "Ensure that the :guilabel:`Start Odoo` box is checked and click :guilabel:`Finish`. After installation, the Odoo server will run and automatically open `http://localhost:8069` on a web browser. The webpage should display the :abbr:`IoT (Internet of Things)` box homepage."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:81
msgid "A restart of the Windows IoT program may be necessary should the web browser not display anything. :ref:`iot/restart_windows_iot`"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:85
msgid "Connecting devices"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:87
msgid "Next, connect the :abbr:`IoT (Internet of Things)` devices to the Windows computer. Windows should automatically detect the device because the driver is pre-installed on the computer. If not, search for and install the Windows driver for the device."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:92
msgid "Most devices connect to the Windows Machine for Windows IoT automatically through Windows Plug-N-Play (PnP). However, if Windows does not automatically recognize the device after connecting, then the administrator may need to install the corresponding drivers manually."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:96
msgid "Devices automatically recognized:"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:98
msgid "Regular ink/toner based printers"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:99
msgid "Receipt printers (Epson/Star)"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:100
msgid "Barcode scanners"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:101
msgid "Measurement devices (although some configuration of the measurement device settings is required) See this documentation: :doc:`../devices/measurement_tool`"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:104
msgid "Devices not automatically recognized (requires manual driver download):"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:106
msgid "Label printers (Zebra)"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:107
msgid "Scales"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:109
msgid "Reference the manufacturer's website for the equipment in question. Then, download the drivers and install them on the Windows machine. Reconnect the device in question and Windows will find the device."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:113
msgid "Following connecting devices to the computer, refresh the :abbr:`IoT (Internet of Things)` box homepage and verify the device is seen. If not, reload the handlers through the :abbr:`IoT (Internet of Things)` box homepage."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:117
msgid "Finally, connect Windows :abbr:`IoT (Internet of Things)` to a database using existing instructions (manually using the Token)."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:123
msgid "Now the installation is complete, the devices connected to :abbr:`IoT (Internet of Things)` can be used to complete processes/actions."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:132
msgid "Restart Windows IoT box"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:134
msgid "In some instances a manual restart of the physical :abbr:`IoT (Internet of Things)` box can resolve the issue of an :abbr:`IoT (Internet of Things)` box not showing up on the database. For the Windows virtual :abbr:`IoT (Internet of Things)` box a manual restart of the Odoo server can resolve database connection issues."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:139
msgid "To restart the virtual Windows IoT server:"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:141
msgid "Type `Services` into the Windows :guilabel:`Search Bar`."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:142
msgid "Select the :menuselection:`Services` App and scroll down to the :guilabel:`Odoo` service."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:143
msgid "Right click on :guilabel:`Odoo` and select :guilabel:`Start` or :guilabel:`Restart`. This action will manually restart the Odoo IoT server."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:147
msgid "Firewalls"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:149
msgid "Firewalls keep devices safe and secure. Sometimes they can block connections that should be made though. The Windows virtual :abbr:`IoT (Internet of Things)` box software may not be reachable to the :abbr:`LAN (Local Area Network)` due to a firewall preventing the connection. Consult your local IT support team to make exceptions (network discovery) in the :abbr:`OS (Operating System)` or firewall program. Windows has their own firewall as do other virus protection programs."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:156
msgid "A client might encounter a time when they are able to reach the homepage of the :abbr:`IoT (Internet of Things)` box, yet they cannot access it from another computer/mobile device/tablet on the same network."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:161
msgid "Making an exception on Windows Defender"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:163
msgid "It is possible to allow other devices to access the Windows virtual :abbr:`IoT (Internet of Things)` box while keeping the firewall on. This is done by creating a rule on *Windows Defender* and allowing communication through port `8069`. The following process describes the steps to take in order to make this exception."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:169
msgid "Create a rule in Windows Defender"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:171
msgid "First, open the *Windows Firewall* by navigating to the :menuselection:`Start Menu` and typing in `Firewall`. Then, open the :menuselection:`Windows Defender Firewall` program. In the left-hand menu, navigate to :guilabel:`Advanced Settings`."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:175
msgid "Once :guilabel:`Advanced Settings` have been selected, click :guilabel:`Inbound Rules` in the left-hand menu. Then, in the right-hand menu column (under :guilabel:`Inbound Rules`), click on :guilabel:`New Rule` to create a new rule."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:180
msgid "Configure new rule"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:182
msgid "On the :menuselection:`Rule Type` screen, select :guilabel:`Port`. Then click :guilabel:`Next`. From the :menuselection:`Protocol and Ports` page leave the rule application to :guilabel:`TCP`. Then, select :guilabel:`Specific Local Ports` for the :guilabel:`ports` option. In the text box, type in `8069`. Finally click :guilabel:`Next` to continue to the next step."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:187
msgid "On the :menuselection:`Actions` page, select :guilabel:`Allow the connection` and click :guilabel:`Next`. The following page on the :menuselection:`Rule Configuration` wizard is the :guilabel:`Profile` page. On this page, select whichever connection type applies to the network the Windows machine is operating on. Ideally, select :guilabel:`Private` only connections. The *Private* connection type is the most secure connection while allowing the selected port to communicate. Click :guilabel:`Next` to continue."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:194
msgid "Finally, assign a new, unique name to the rule. For example, this name can be `Odoo`. Optionally, add a brief description in the :guilabel:`Description` field. Click :guilabel:`Finish` to complete the :guilabel:`Rule Configuration` wizard. Now, the new rule is active and devices can connect to the Windows virtual :abbr:`IoT (Internet of Things)` box."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:200
msgid "Worldline exception"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:202
msgid "*Worldline* is a payment terminal that can be connected to Odoo's *PoS* (point of sale) system. It allows for a comprehensive and fluid payment experience for customers. Worldline is available in Benelux (coalition of Belgium, the Netherlands, and Luxembourg)."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:206
msgid "When using the Windows IoT server to connect the Worldline payment terminal, it is necessary to create an exception in the Windows firewall so that a connection can be made between the Odoo database/:abbr:`IoT (Internet of Things)` box and Worldline."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:211
msgid ":doc:`../../../sales/point_of_sale/payment_methods/terminals/worldline`"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:213
msgid "To create the exception, first, open the *Windows Defender Firewall* app on the Windows machine. This can be accomplished by typing `windows defender` in the :guilabel:`Search` bar."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:216
msgid "Next, click :guilabel:`Advanced settings` in the left menu."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:-1
msgid "Advanced settings option highlighted in the left pane of the Windows Defender Firewall app."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:222
msgid "In the left menu, choose :guilabel:`Inbound Rules`."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:-1
msgid "Windows Defender left window pane with inbound rules menu item highlighted."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:228
msgid "After selecting :guilabel:`Inbound Rules`, select :guilabel:`New Rule` in the far right menu."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:-1
msgid "New rule dropdown shown with new rule option highlighted."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:234
msgid "Then, for the :guilabel:`Rule Type`, select the radio button for :guilabel:`Port`. Click :guilabel:`Next` to continue to the rest of the configuration."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:-1
msgid "Rule Type window open, with the radio button next to port highlighted."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:241
msgid "On the :guilabel:`Protocols and Ports` page, choose the radio button for :guilabel:`TCP`, under :guilabel:`Does this rule apply to TCP or UDP?`."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:244
msgid "Next, under :guilabel:`Does this rule apply to all local ports or specific ports?`, select the radio button for :guilabel:`Specific local ports`. Then, enter `9050`, and click :guilabel:`Next` to continue."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:-1
msgid "Protocol/port configuration window with TCP, specific port (9050) and Next highlighted."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:252
msgid "The next screen is the :guilabel:`Action` page. Under :guilabel:`What action should be taken when a connection matches the specified conditions?`, choose the radio button for :guilabel:`Allow the connection`. Then, click :guilabel:`Next` to continue."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:256
msgid "A :guilabel:`Profile` page appears. Under :guilabel:`When does this rule apply?`, leave the three boxes checked for: :guilabel:`Domain`, :guilabel:`Private`, and :guilabel:`Public`. Click :guilabel:`Next` to continue to the naming convention page."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:260
msgid "On the :guilabel:`Name` page, enter `Odoo Worldline`, under the :guilabel:`Name` field. Enter a :guilabel:`Description (optional)`. Finally, once ready, click :guilabel:`Finish`."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:263
msgid "The final :guilabel:`Inbound rule` should appear as follows:"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:270
msgid "Odoo Worldline"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:271
msgid "Profile"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:272
msgid "All"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:273
msgid "Enabled"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:274
msgid "Yes"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:276
msgid "Allow"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:277
msgid "Override"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:278
msgid "No"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:279
msgid "Program"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:280
#: ../../content/applications/productivity/iot/config/windows_iot.rst:282
#: ../../content/applications/productivity/iot/config/windows_iot.rst:284
#: ../../content/applications/productivity/iot/config/windows_iot.rst:290
#: ../../content/applications/productivity/iot/config/windows_iot.rst:292
#: ../../content/applications/productivity/iot/config/windows_iot.rst:294
#: ../../content/applications/productivity/iot/config/windows_iot.rst:296
#: ../../content/applications/productivity/iot/config/windows_iot.rst:298
#: ../../content/applications/productivity/iot/config/windows_iot.rst:302
msgid "Any"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:281
msgid "Local Address"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:283
msgid "Remote Address"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:285
msgid "Protocol"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:286
msgid "TCP"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:287
msgid "Local Port"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:288
msgid "9050"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:289
msgid "Remote Port"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:291
msgid "Authorized Users"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:293
msgid "Authorized Computers"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:295
msgid "Authorized Local Principals"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:297
msgid "Local User Owner"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:299
msgid "PolicyAppld"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:300
msgid "None"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:301
msgid "Application Package"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:305
msgid "Uninstalling Windows IoT"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:307
msgid "Uninstalling the Windows virtual :abbr:`IoT (Internet of Things)` box is done through the Windows program manager. Using any Windows version, search for `program`. Then, select :guilabel:`Add or Remove Programs` located in the control panel. Search for `Odoo` and click the :guilabel:`three dot menu` to uninstall."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:312
msgid "Confirm the un-installation and follow the steps to uninstall through the Odoo uninstall guide."
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 "A camera can be connected to an :abbr:`IoT (Internet of Things)` box with an Odoo database in just a few steps. Once a camera is connected to an :abbr:`IoT (Internet of Things)` box, it can be used in a manufacturing process, or it can be linked to a quality control point/quality check. Doing so allows for the taking of pictures when a chosen quality control point/check has been reached, or when a specific key is pressed during manufacturing."
msgstr ""
#: ../../content/applications/productivity/iot/devices/camera.rst:12
#: ../../content/applications/productivity/iot/devices/footswitch.rst:14
#: ../../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 a camera to an :abbr:`IoT (Internet of Things)` box, simply connect the two via cable. This is usually done with a :abbr:`USB (Universal Serial Bus)` cable of some sort."
msgstr ""
#: ../../content/applications/productivity/iot/devices/camera.rst:17
msgid "If the camera is `supported <https://www.odoo.com/page/iot-hardware>`_, there is no need to set up anything, as it'll be detected as soon as it's connected."
msgstr ""
#: ../../content/applications/productivity/iot/devices/camera.rst:-1
msgid "Camera recognized on the IoT box."
msgstr ""
#: ../../content/applications/productivity/iot/devices/camera.rst:25
msgid "Link camera to quality control point in manufacturing process"
msgstr ""
#: ../../content/applications/productivity/iot/devices/camera.rst:27
msgid "In the :menuselection:`Quality app`, a device can be set up on a :guilabel:`Quality Control Point`. To do that, navigate to the :menuselection:`Quality app --> Quality Control --> Control Points` and open the desired :guilabel:`Control Point` that'll be linked to the camera."
msgstr ""
#: ../../content/applications/productivity/iot/devices/camera.rst:31
msgid "On the control point form, edit the control point by selecting the :guilabel:`Type` field, and clicking on :guilabel:`Take a Picture` from the drop-down menu. Doing so reveals a field called :guilabel:`Device`, wherein the attached *device* can be selected. :guilabel:`Save` the changes, if required."
msgstr ""
#: ../../content/applications/productivity/iot/devices/camera.rst:-1
msgid "Setting up the device on the quality control point."
msgstr ""
#: ../../content/applications/productivity/iot/devices/camera.rst:40
msgid "The camera is now useable with the selected quality control point. When the quality control point is reached during the manufacturing process, the database prompts the operator to take a picture."
msgstr ""
#: ../../content/applications/productivity/iot/devices/camera.rst:-1
msgid "Graphic user interface of the device on the quality control point."
msgstr ""
#: ../../content/applications/productivity/iot/devices/camera.rst:48
msgid "Quality control points can also be accessed by navigating to :menuselection:`IoT App --> Devices`. From here, select the device. There is a :guilabel:`Quality Control Points` tab, where they can be added with the device."
msgstr ""
#: ../../content/applications/productivity/iot/devices/camera.rst:53
msgid "On a quality check form, the :guilabel:`Type` of check can also be specified to :guilabel:`Take a Picture`. Navigate to :menuselection:`Quality app --> Quality Control --> Quality Checks --> New` to create a new quality check from the :guilabel:`Quality Checks` page."
msgstr ""
#: ../../content/applications/productivity/iot/devices/camera.rst:58
#: ../../content/applications/productivity/iot/devices/printer.rst:70
msgid ":doc:`/applications/inventory_and_mrp/quality/quality_management/quality_control_points`"
msgstr ""
#: ../../content/applications/productivity/iot/devices/camera.rst:59
#: ../../content/applications/productivity/iot/devices/printer.rst:71
msgid ":doc:`/applications/inventory_and_mrp/quality/quality_management/quality_alerts`"
msgstr ""
#: ../../content/applications/productivity/iot/devices/camera.rst:62
msgid "Link camera to a work center in the Manufacturing app"
msgstr ""
#: ../../content/applications/productivity/iot/devices/camera.rst:64
msgid "To link a camera to an action, it first needs to be configured on a work center. Navigate to :menuselection:`Manufacturing app --> Configuration --> Work Centers`. Next, go to the desired :guilabel:`Work Center` in which a camera will be used to reveal that specific work center's detail form. From here, add the device in the :guilabel:`IoT Triggers` tab, in the :guilabel:`Device` column, by clicking :guilabel:`Add a Line`."
msgstr ""
#: ../../content/applications/productivity/iot/devices/camera.rst:70
msgid "Now, the camera device can be linked to the :guilabel:`Action` column drop-down option labeled :guilabel:`Take a Picture`. A key can also be added to trigger the action."
msgstr ""
#: ../../content/applications/productivity/iot/devices/camera.rst:74
msgid "The first trigger listed is chosen first. The order of triggers matters, and they can be dragged into any desired order."
msgstr ""
#: ../../content/applications/productivity/iot/devices/camera.rst:78
msgid "On the :guilabel:`Work Order` screen, a status graphic indicates whether the database is correctly connected to the camera."
msgstr ""
#: ../../content/applications/productivity/iot/devices/camera.rst:82
#: ../../content/applications/productivity/iot/devices/footswitch.rst:52
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:92
#: ../../content/applications/productivity/iot/devices/printer.rst:95
msgid ":ref:`workcenter_iot`"
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 in a manufacturing environment, it's always better for an operator to have both hands available at all times. Odoo's :abbr:`IoT (Internet of Things)` box makes this possible when using a footswitch."
msgstr ""
#: ../../content/applications/productivity/iot/devices/footswitch.rst:9
msgid "In fact, with a footswitch, the operator is able to go from one screen to another, and perform actions using their foot. This can be configured in just a few steps on the work center in the *Manufacturing* app."
msgstr ""
#: ../../content/applications/productivity/iot/devices/footswitch.rst:16
msgid "To connect a footswitch to the :abbr:`IoT (Internet of Things)` box, connect the two devices via cable. More often than not, this is done with a :abbr:`USB (Universal Serial Bus)` cable."
msgstr ""
#: ../../content/applications/productivity/iot/devices/footswitch.rst:19
msgid "If the footswitch is a `supported device <https://www.odoo.com/page/iot-hardware>`_, there is no need to take further action, since it'll be automatically detected when connected."
msgstr ""
#: ../../content/applications/productivity/iot/devices/footswitch.rst:-1
msgid "Footswitch recognized on the IoT box."
msgstr ""
#: ../../content/applications/productivity/iot/devices/footswitch.rst:27
msgid "Link a footswitch to a work center in the Odoo Manufacturing app"
msgstr ""
#: ../../content/applications/productivity/iot/devices/footswitch.rst:29
msgid "To link a footswitch to an action, it first needs to be configured on a work center. Navigate to :menuselection:`Manufacturing app --> Configuration --> Work Centers`. From here, go to the desired :guilabel:`Work Center` in which the footswitch will be used, and add the device in the :guilabel:`IoT Triggers` tab, under the :guilabel:`Device` column, by selecting :guilabel:`Add a Line`. Doing so means the footswitch can be linked to an option in the :guilabel:`Action` column drop-down, and optionally, a key can be added to trigger it. An example of an :guilabel:`Action` in the *Manufacturing app* could be the :guilabel:`Validate` or :guilabel:`Mark as Done` buttons on a manufacturing work order."
msgstr ""
#: ../../content/applications/productivity/iot/devices/footswitch.rst:-1
msgid "Footswitch trigger setup on the Odoo database."
msgstr ""
#: ../../content/applications/productivity/iot/devices/footswitch.rst:43
msgid "It should be noted that the first listed trigger is chosen first. So, the order matters, and these triggers can be dragged into any order. In the picture above, using the footswitch automatically skips the part of the process that's currently being worked on."
msgstr ""
#: ../../content/applications/productivity/iot/devices/footswitch.rst:48
msgid "On the :guilabel:`Work Order` screen, a status graphic indicates whether the database is 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:7
msgid "With Odoo's :abbr:`IoT (Internet of Things)` box, it is possible to connect measurement tools to the Odoo database for use in the *Quality app* on a quality control point/quality check, or for use in a work center during the manufacturing process."
msgstr ""
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:11
msgid "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:15
msgid "Connect with universal serial bus (USB)"
msgstr ""
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:17
msgid "To add a device connected by :abbr:`USB (Universal Serial Bus)`, plug the :abbr:`USB (Universal Serial Bus)` cable into the :abbr:`IoT (Internet of Things)` box, and the device appears in the Odoo database."
msgstr ""
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:-1
msgid "Measurement tool recognized on the IoT box."
msgstr ""
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:26
msgid "Connect with bluetooth"
msgstr ""
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:28
msgid "Activate the Bluetooth functionality on the device (see the device manual for further explanation), and the :abbr:`IoT (Internet of Things)` box automatically connects to the device."
msgstr ""
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:-1
msgid "Bluetooth indicator on measurement tool."
msgstr ""
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:37
msgid "Link a measurement tool to a quality control point in the manufacturing process"
msgstr ""
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:39
msgid "In the *Quality app*, a device can be set up on a quality control point. To do that, navigate to :menuselection:`Quality app --> Quality Control --> Control Points`, and open the desired control point to which the measurement tool should be linked."
msgstr ""
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:43
msgid "From here, edit the control point, by selecting the :guilabel:`Type` field, and clicking :guilabel:`Measure` from the drop-down menu. Doing so reveals a field called :guilabel:`Device`, where the attached device can be selected."
msgstr ""
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:47
msgid "Additionally, :guilabel:`Norm` and :guilabel:`Tolerance` can be configured. :guilabel:`Save` the changes, if required."
msgstr ""
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:50
msgid "At this point, the measurement tool is linked to the chosen quality control point. The value, which usually needs to be changed manually, is automatically updated while the tool is being used."
msgstr ""
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:-1
msgid "Measurement tool input in the Odoo database."
msgstr ""
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:58
#: ../../content/applications/productivity/iot/devices/printer.rst:60
msgid "Quality control points can also be accessed by navigating to :menuselection:`IoT App --> Devices`, then select the device. There is a :guilabel:`Quality Control Points` tab, where they can be added with the device."
msgstr ""
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:63
msgid "On a quality check detail form, the :guilabel:`Type` of check can also be specified to :guilabel:`Measure`. Access a new quality check detail page, by navigating to :menuselection:`Quality app --> Quality Control --> Quality Checks --> New`."
msgstr ""
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:68
msgid ":doc:`../../../inventory_and_mrp/quality/quality_management/quality_control_points`"
msgstr ""
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:69
msgid ":doc:`../../../inventory_and_mrp/quality/quality_management/quality_alerts`"
msgstr ""
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:72
msgid "Link a measurement tool to a work center in the Manufacturing app"
msgstr ""
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:74
msgid "To link a measurement tool to an action, it first needs to be configured on a work center. To do that, navigate to :menuselection:`Manufacturing app --> Configuration --> Work Centers`. Then, select the desired work center in which the measurement tool will be used."
msgstr ""
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:78
msgid "On the work center page, add the device in the :guilabel:`IoT Triggers` tab, under the :guilabel:`Device` column, by selecting :guilabel:`Add a Line`. Then, the measurement tool can be linked to the :guilabel:`Action` drop-down menu option labeled :guilabel:`Take Measure`. A key can be added to trigger the action."
msgstr ""
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:84
msgid "It should be noted that the first listed trigger is chosen first. The order matters, and these triggers can be dragged into any order."
msgstr ""
#: ../../content/applications/productivity/iot/devices/measurement_tool.rst:88
msgid "On the :guilabel:`Work Order` screen, a status graphic indicates whether the database is correctly connected to the measurement tool."
msgstr ""
#: ../../content/applications/productivity/iot/devices/printer.rst:3
msgid "Connect a printer"
msgstr ""
#: ../../content/applications/productivity/iot/devices/printer.rst:5
msgid "Printer installation can be done in a few easy steps. The printer can be used to print receipts, labels, orders, or even reports from the different Odoo apps. In addition, printer actions can be assigned as an *action on a trigger* during the manufacturing process, or added onto a quality control point or a quality check."
msgstr ""
#: ../../content/applications/productivity/iot/devices/printer.rst:13
msgid "The :abbr:`IoT (Internet of Things)` box supports printers connected through :abbr:`USB (Universal Serial Bus)`, network connection, or Bluetooth. `Supported printers <https://www.odoo.com/page/iot-hardware>`__ are detected automatically, and appear in the :guilabel:`Devices` list of the *IoT app*."
msgstr ""
#: ../../content/applications/productivity/iot/devices/printer.rst:-1
msgid "The printer as it would appear in the IoT app devices list."
msgstr ""
#: ../../content/applications/productivity/iot/devices/printer.rst:23
msgid "The printer can take up to two minutes to appear in the *IoT app* devices list."
msgstr ""
#: ../../content/applications/productivity/iot/devices/printer.rst:26
msgid "Link printer"
msgstr ""
#: ../../content/applications/productivity/iot/devices/printer.rst:29
msgid "Link printer to work orders"
msgstr ""
#: ../../content/applications/productivity/iot/devices/printer.rst:31
msgid "*Work Orders* can be linked to printers, via a quality control point, to print labels for manufactured products."
msgstr ""
#: ../../content/applications/productivity/iot/devices/printer.rst:34
msgid "In the *Quality app*, a device can be set up on a quality control point. To do that, go to the :menuselection:`Quality app --> Quality Control --> Control Points`, and open the desired control point to which the printer will be linked."
msgstr ""
#: ../../content/applications/productivity/iot/devices/printer.rst:39
msgid "A *Manufacturing Operation* and *Work Order Operation* need to be attached to a quality control point before the :guilabel:`Type` field allows for the :guilabel:`Print Label` option to be selected."
msgstr ""
#: ../../content/applications/productivity/iot/devices/printer.rst:43
msgid "From here, edit the control point, by selecting the :guilabel:`Type` field, and selecting :guilabel:`Print Label` from the drop-down menu of options. Doing so reveals a field called :guilabel:`Device`, where the attached *device* can be selected. :guilabel:`Save` the changes, if required."
msgstr ""
#: ../../content/applications/productivity/iot/devices/printer.rst:-1
msgid "This is the quality control point setup."
msgstr ""
#: ../../content/applications/productivity/iot/devices/printer.rst:52
msgid "The printer can now be used with the selected quality control point. When the quality control point is reached during the manufacturing process, the database presents the option to print labels for a specific product."
msgstr ""
#: ../../content/applications/productivity/iot/devices/printer.rst:65
msgid "On a quality check detail form, the :guilabel:`Type` of check can also be specified to :guilabel:`Print Label`. To create new quality checks, navigate to :menuselection:`Quality app --> Quality Control --> Quality Checks --> New`."
msgstr ""
#: ../../content/applications/productivity/iot/devices/printer.rst:74
msgid "Link a printer to a work center in the Manufacturing app"
msgstr ""
#: ../../content/applications/productivity/iot/devices/printer.rst:76
msgid "To link a printer to an action, it first needs to be configured on a work center. To do that, navigate to :menuselection:`Manufacturing app --> Configuration --> Work Centers`. From here, select the desired work center in which the printer will be used. Next, add the device in the :guilabel:`IoT Triggers` tab, under the :guilabel:`Device` column, by selecting :guilabel:`Add a Line`."
msgstr ""
#: ../../content/applications/productivity/iot/devices/printer.rst:82
msgid "Then, the printer can be linked to either of the following options in the :guilabel:`Actions` drop-down menu: :guilabel:`Print Labels`, :guilabel:`Print Operation`, or :guilabel:`Print Delivery Slip`. A key can also be added to trigger the action."
msgstr ""
#: ../../content/applications/productivity/iot/devices/printer.rst:87
msgid "The first listed trigger on the form will be chosen first. So, the order matters, and these triggers can be dragged into any order."
msgstr ""
#: ../../content/applications/productivity/iot/devices/printer.rst:91
msgid "On the :guilabel:`Work Order` screen, a status graphic indicates whether the database is correctly connected to the printer."
msgstr ""
#: ../../content/applications/productivity/iot/devices/printer.rst:98
msgid "Link printer to reports"
msgstr ""
#: ../../content/applications/productivity/iot/devices/printer.rst:100
msgid "It's also possible to link a type of report to a certain printer. In the *IoT app*, go to the :guilabel:`Devices` menu, and select the desired printer that needs to be configured."
msgstr ""
#: ../../content/applications/productivity/iot/devices/printer.rst:103
msgid "From here, click :guilabel:`Edit`, go to the :guilabel:`Printer Reports` tab, and select :guilabel:`Add a line`. In the window that appears, check all the types of :guilabel:`Reports` that should be linked to this printer."
msgstr ""
#: ../../content/applications/productivity/iot/devices/printer.rst:-1
msgid "The printer devices listed in the IoT Devices menu."
msgstr ""
#: ../../content/applications/productivity/iot/devices/printer.rst:111
msgid "Now, each time :guilabel:`Print` is selected in the control panel, instead of downloading a PDF, a pop-up appears which displays all the printer(s) linked to the report. Then Odoo sends the report to the selected printer(s), and automatically prints it."
msgstr ""
#: ../../content/applications/productivity/iot/devices/printer.rst:116
msgid ":doc:`POS Order Printing <../../../sales/point_of_sale/restaurant/kitchen_printing>`"
msgstr ""
#: ../../content/applications/productivity/iot/devices/printer.rst:119
msgid "Reports can also be configured in the :guilabel:`Technical Menu` while in :ref:`debug mode <developer-mode>`. To do that, navigate to :menuselection:`Settings App --> Technical Menu --> Actions --> Reports`. From here, the individual report can be found in this list, where the :guilabel:`IoT Device` can be set on the report."
msgstr ""
#: ../../content/applications/productivity/iot/devices/scale.rst:3
msgid "Connect a scale"
msgstr ""
#: ../../content/applications/productivity/iot/devices/scale.rst:5
msgid "A scale can be connected to the :abbr:`IoT (Internet of Things)` box on an Odoo database in a few easy steps. After setup, the *Point of Sale* app can be used to weigh products, which is helpful if their prices are calculated based on weight."
msgstr ""
#: ../../content/applications/productivity/iot/devices/scale.rst:12
msgid "To link the scale to the :abbr:`IoT (Internet of Things)` box, connect it with a :abbr:`USB (Universal Serial Bus)` cable."
msgstr ""
#: ../../content/applications/productivity/iot/devices/scale.rst:16
msgid "In some cases, a serial port to :abbr:`USB (Universal Serial Bus)` adapter may be needed."
msgstr ""
#: ../../content/applications/productivity/iot/devices/scale.rst:18
msgid "If the scale is `compatible with Odoo IoT Box <https://www.odoo.com/page/iot-hardware>`_, there is no need to set up anything because it will be automatically detected as soon as it is connected."
msgstr ""
#: ../../content/applications/productivity/iot/devices/scale.rst:-1
msgid "IOT box auto detection."
msgstr ""
#: ../../content/applications/productivity/iot/devices/scale.rst:25
msgid "The :abbr:`IoT (Internet of Things)` box may need to be restarted and the scale's drivers may need to be downloaded to the box in some cases. To update the drivers, go to the :abbr:`IoT (Internet of Things)` box homepage and click on :guilabel:`Drivers List`. Then, click on :guilabel:`Load Drivers`."
msgstr ""
#: ../../content/applications/productivity/iot/devices/scale.rst:-1
msgid "View of the IoT box settings and driver list."
msgstr ""
#: ../../content/applications/productivity/iot/devices/scale.rst:34
msgid "If loading the drivers still doesn't allow for the scale to function, it may be that the scale is not compatible with the Odoo :abbr:`IoT (Internet of Things)` box. In this case, a different scale will need to be used."
msgstr ""
#: ../../content/applications/productivity/iot/devices/scale.rst:39
msgid "Use a scale in a point of sale (POS) system"
msgstr ""
#: ../../content/applications/productivity/iot/devices/scale.rst:41
msgid "To use the scale in the *Point of Sale app*, go to :menuselection:`PoS app --> 3-Dot Menu on the PoS --> Settings`, then enable the :abbr:`IoT (Internet of Things)` box feature. After this is complete, the scale device can be set."
msgstr ""
#: ../../content/applications/productivity/iot/devices/scale.rst:45
msgid "Select the scale from the :guilabel:`Electronic Scale` drop-down menu. Then click :guilabel:`Save` to save the changes, if required."
msgstr ""
#: ../../content/applications/productivity/iot/devices/scale.rst:-1
msgid "List of the external tools that can be used with PoS and the IoT box."
msgstr ""
#: ../../content/applications/productivity/iot/devices/scale.rst:52
msgid "The scale is now available in all the :abbr:`PoS (Point of Sale)` sessions. Now, if a product has a price per weight set, clicking on it on the :guilabel:`PoS` screen opens the scale screen, where the cashier can weigh the product and add the correct price to the cart."
msgstr ""
#: ../../content/applications/productivity/iot/devices/scale.rst:-1
msgid "Electronic Scale dashboard view when no items are being weighed."
msgstr ""
#: ../../content/applications/productivity/iot/devices/screen.rst:3
msgid "Connect a screen"
msgstr ""
#: ../../content/applications/productivity/iot/devices/screen.rst:5
msgid "In Odoo, an :abbr:`IoT (Internet of Things)` box can be connected to a screen display. After being configured, the screen can be used to display a Point of Sale (PoS) order to a client."
msgstr ""
#: ../../content/applications/productivity/iot/devices/screen.rst:10
msgid "An example of a PoS (point of sale) order on a screen display."
msgstr ""
#: ../../content/applications/productivity/iot/devices/screen.rst:12
msgid "Access the customer display by going to the :abbr:`IoT (Internet of Things)` box homepage and clicking on the :guilabel:`PoS Display` button. To get to the :abbr:`IoT (Internet of Things)` box homepage, navigate to :menuselection:`IoT app --> IoT Boxes` and click on the :abbr:`IoT (Internet of Things)` box homepage link."
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 :ref:`Screen Usage <iot/usage_screen>`)."
msgstr ""
#: ../../content/applications/productivity/iot/devices/screen.rst:31
msgid "IoT Box model 3"
msgstr ""
#: ../../content/applications/productivity/iot/devices/screen.rst:33
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:36
msgid ":ref:`See the Raspberry Pi Schema <iot/connect_schema>`."
msgstr ""
#: ../../content/applications/productivity/iot/devices/screen.rst:39
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 for ten seconds and plugging it back into its power source."
msgstr ""
#: ../../content/applications/productivity/iot/devices/screen.rst:44
msgid "The usage of HDMI/micro-HDMI adapters may cause issues which will result in a blank, black screen on the screen display. Using the specific cable for the display connection is recommended."
msgstr ""
#: ../../content/applications/productivity/iot/devices/screen.rst:47
msgid "If the connection was successful, the screen should display the :guilabel:`POS Client display` screen."
msgstr ""
#: ../../content/applications/productivity/iot/devices/screen.rst:-1
msgid "The default \"POS Client Display\" screen that appears when a screen display is successfully\n"
"connected to an IoT box."
msgstr ""
#: ../../content/applications/productivity/iot/devices/screen.rst:55
msgid "The screen should also appear in the list of :guilabel:`Displays` on the :abbr:`IoT (Internet of Things)` box homepage. Alternatively, the display can be seen by accessing :menuselection:`IoT app --> Devices`."
msgstr ""
#: ../../content/applications/productivity/iot/devices/screen.rst:-1
msgid "An example of a screen display name shown on the IoT Box Home Page."
msgstr ""
#: ../../content/applications/productivity/iot/devices/screen.rst:64
msgid "If no screen is detected, a default display named :guilabel:`Distant Display` will be displayed instead. This indicates that there is no hardware screen connected."
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:74
msgid "Usage"
msgstr ""
#: ../../content/applications/productivity/iot/devices/screen.rst:77
msgid "Show Point of Sale orders to customers"
msgstr ""
#: ../../content/applications/productivity/iot/devices/screen.rst:79
msgid "To use the screen in the *Point of Sale app*, go to :menuselection:`Point of Sale --> Configuration --> Point of Sale`, select a :abbr:`PoS (Point of Sale)`, click :guilabel:`Edit` if necessary, and enable the :guilabel:`IoT Box` feature."
msgstr ""
#: ../../content/applications/productivity/iot/devices/screen.rst:83
msgid "Next, select the screen from the :guilabel:`Customer Display` drop-down menu. Then click :guilabel:`Save`, if required."
msgstr ""
#: ../../content/applications/productivity/iot/devices/screen.rst:-1
msgid "Connect the screen display to the Point of Sale app."
msgstr ""
#: ../../content/applications/productivity/iot/devices/screen.rst:90
msgid "The screen is now available for :abbr:`PoS (Point of Sale)` sessions. A screen icon will appear in the menu at the top of the screen to indicate the screen's connection status."
msgstr ""
#: ../../content/applications/productivity/iot/devices/screen.rst:-1
msgid "The \"screen\" icon on the Point of Sale display shows the connection status with the\n"
"screen."
msgstr ""
#: ../../content/applications/productivity/iot/devices/screen.rst:98
msgid "The screen will automatically show the :abbr:`PoS (Point of Sale)` orders and update when changes are made to the order."
msgstr ""
#: ../../content/applications/productivity/iot/devices/screen.rst:-1
msgid "An example of a PoS order on a screen display."
msgstr ""
#: ../../content/applications/productivity/iot/devices/screen.rst:106
msgid "Display a website on the screen"
msgstr ""
#: ../../content/applications/productivity/iot/devices/screen.rst:108
msgid "Open the screen form view by accessing :menuselection:`IoT app --> Devices --> Customer Display`. This allows the user to choose a particular website URL to display on the screen using the :guilabel:`Display URL` field."
msgstr ""
#: ../../content/applications/productivity/knowledge.rst:7
#: ../../content/applications/productivity/knowledge/articles_editing.rst:207
msgid "Knowledge"
msgstr ""
#: ../../content/applications/productivity/knowledge.rst:9
msgid "**Odoo Knowledge** is a multipurpose productivity app that allows internal users to enrich their business knowledge base and provide individually or collaboratively gathered information."
msgstr ""
#: ../../content/applications/productivity/knowledge.rst:12
msgid "The pages on which they gather content are called *articles*. They are mainly composed of a title and a body. The latter is an HTML field containing text, images, links to other articles, records from other models, templates, etc."
msgstr ""
#: ../../content/applications/productivity/knowledge.rst:17
msgid "`Knowledge product page <https://www.odoo.com/app/knowledge>`_"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:3
msgid "Articles editing"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:6
msgid "Add and style content"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:8
msgid "To start adding content, click anywhere on the page. Your cursor is automatically set to write the article's first-level header. Once you are done writing the title, press **enter** on your keyboard to move to the next line."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:-1
msgid "knowledge's user interface"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:17
msgid "Click :guilabel:`Untitled` on the left side of the top bar to automatically match your h1 :dfn:`(First-level header)` title and the article's name. To change the name of your article later, you must do it manually. To do so, click the name on the top bar and proceed to the modification."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:25
msgid "Text editor"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:27
msgid "To stylize the text using the text editor, select the text to format."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:29
msgid "Then, you can:"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:31
msgid "Change the style by clicking :guilabel:`Normal`. Doing so opens a dropdown menu with multiple styles to choose from (:guilabel:`Normal, Code, Header 1 → Header 6, Quote`);"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:33
msgid "Format the text. Click :guilabel:`B` to put it in bold, :guilabel:`I` to put it in italic, :guilabel:`U` to underline, and :guilabel:`S` to strikethrough;"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:35
msgid "Change the font color by clicking :guilabel:`A` or the background color by clicking the **pencil** icon:"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:38
msgid "To choose from a predefined theme color, click :guilabel:`Theme` and select the desired color."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:39
msgid "To customize, click :guilabel:`Solid` and define a color using the wheel, by typing its hex code, or its RGBA values."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:41
msgid "To use a gradient, click :guilabel:`Gradient`, choose a predefined gradient or click :guilabel:`Custom` to create a personalized gradient."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:44
msgid "To change the text's size, click the **size number** and select the desired size;"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:45
msgid "Click the **lists** icons to turn the paragraph into an unordered list, an ordered list, or a checklist;"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:47
msgid "Click the **chain** icon to insert or edit an URL link."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:-1
msgid "Text editor's toolbox"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:53
msgid "To format a whole paragraph, type `/` anywhere in the text. Doing so opens the **powerbox**, which allows:"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:56
msgid "Changing a paragraph into lists (unordered, ordered, checklists)."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:57
msgid "Changing a paragraph into a header (1 → 6), normal text, `code`, or *quotes*."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:60
msgid "Cover pictures"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:62
msgid "You can customize your article by adding a cover picture and an icon. Hover above the h1 title and click :guilabel:`Add Cover`. A pop-up window opens to set a cover picture."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:65
msgid "If your database and your Unsplash account are associated, the cover picture is automatically selected based on the article's name. To modify it, hover over the picture to make the buttons appear, click :guilabel:`Change Cover`, and select another image."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:69
msgid "Retrieve images from different sources:"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:71
msgid "Search the **Unsplash** database."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:72
msgid "Enter a picture's **URL**."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:73
msgid "**Upload** an image from a computer."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:75
msgid "To remove the cover, hover over it to make the buttons appear and click :guilabel:`Remove Cover`."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:78
msgid "To associate Unsplash with your database, please refer to :doc:`../../websites/website/configuration/unsplash`."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:80
msgid "The articles are responsive, and so are the cover pictures. As a result, the images cannot be repositioned manually to fit a particular screen, as they automatically resize depending on the device."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:85
msgid "Icons"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:87
msgid "To add an icon, hover above the h1 title and click :guilabel:`Add Icon`. Doing this sets a random emoji automatically. To change it, click it and select one from the emoji window. To remove it, proceed equally and click the red-circled :guilabel:`x`."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:92
msgid "The emoji is also displayed before the corresponding article in the side panel hierarchic tree."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:93
msgid "Click the emoji on the side panel to change it without opening the related article."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:98
msgid "Commands"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:100
msgid "To use a command, type `/` and open the **powerbox**. Type the command's name or select from multiple features to insert blocks, images, files, etc. Some of them, such as `/Image` or `/Article` are common to all the apps, but others are inherent to the knowledge app and cannot be found or used in any other application."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:106
msgid "List of commands"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:108
msgid "Commands are divided into multiple categories depending on their use."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:111
msgid "Structure"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:118
#: ../../content/applications/productivity/knowledge/articles_editing.rst:148
#: ../../content/applications/productivity/knowledge/articles_editing.rst:168
#: ../../content/applications/productivity/knowledge/articles_editing.rst:182
#: ../../content/applications/productivity/knowledge/articles_editing.rst:200
#: ../../content/applications/productivity/knowledge/articles_editing.rst:214
#: ../../content/applications/productivity/knowledge/articles_editing.rst:239
msgid "Command"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:119
#: ../../content/applications/productivity/knowledge/articles_editing.rst:149
#: ../../content/applications/productivity/knowledge/articles_editing.rst:169
#: ../../content/applications/productivity/knowledge/articles_editing.rst:183
#: ../../content/applications/productivity/knowledge/articles_editing.rst:201
#: ../../content/applications/productivity/knowledge/articles_editing.rst:215
#: ../../content/applications/productivity/knowledge/articles_editing.rst:240
msgid "Use"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:120
msgid ":guilabel:`Bulleted list`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:121
msgid "Create a bulleted list."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:122
msgid ":guilabel:`Numbered list`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:123
msgid "Create a list with numbering."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:124
msgid ":guilabel:`Checklist`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:125
msgid "Track tasks with a checklist."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:126
msgid ":guilabel:`Table`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:127
msgid "Insert a table."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:128
msgid ":guilabel:`Separator`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:129
msgid "Insert an horizontal rule separator."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:130
msgid ":guilabel:`Quote`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:131
msgid "Add a blockquote section."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:132
msgid ":guilabel:`Code`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:133
msgid "Add a code section."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:134
msgid ":guilabel:`2 columns`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:135
msgid "Convert into 2 columns."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:136
msgid ":guilabel:`3 columns`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:137
msgid "Convert into 3 columns."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:138
msgid ":guilabel:`4 columns`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:139
msgid "Convert into 4 columns."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:141
msgid "Format"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:150
msgid ":guilabel:`Heading 1`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:151
msgid "Big section heading."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:152
msgid ":guilabel:`Heading 2`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:153
msgid "Medium section heading."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:154
msgid ":guilabel:`Heading 3`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:155
msgid "Small section heading."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:156
msgid ":guilabel:`Switch direction`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:157
msgid "Switch the text's direction."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:158
#: ../../content/applications/productivity/knowledge/properties.rst:34
msgid ":guilabel:`Text`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:159
msgid "Paragraph block."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:161
msgid "Media"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:170
msgid ":guilabel:`Image`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:171
msgid "Insert an image."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:172
msgid ":guilabel:`Article`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:173
msgid "Link an article."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:175
msgid "Navigation"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:184
msgid ":guilabel:`Link`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:185
msgid "Add a link."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:186
msgid ":guilabel:`Button`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:187
msgid "Add a button."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:188
msgid ":guilabel:`Appointment`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:189
msgid "Add a specific appointment."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:190
msgid ":guilabel:`Calendar`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:191
msgid "Schedule an appointment."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:193
msgid "Widget"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:202
msgid ":guilabel:`3 Stars`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:203
msgid "Insert a rating over 3 stars."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:204
msgid ":guilabel:`5 Stars`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:205
msgid "Insert a rating over 5 stars."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:216
msgid ":guilabel:`Table of Content`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:217
msgid "Add a table of content with the article's headings."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:218
msgid ":guilabel:`Index`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:219
msgid "Show the first level of nested articles."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:220
msgid ":guilabel:`Outline`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:221
msgid "Show all nested articles."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:222
msgid ":guilabel:`Item Kanban`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:223
msgid "Insert a kanban view of article items."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:224
msgid ":guilabel:`Item List`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:225
msgid "Insert a list view of article items."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:226
msgid ":guilabel:`File`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:227
msgid "Embed a file that can be downloaded."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:228
msgid ":guilabel:`Template`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:229
msgid "Add a template section that can be inserted in messages, terms & conditions, or description in other applications."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:232
msgid "Basic Blocks"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:241
msgid ":guilabel:`Signature`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:242
msgid "Insert your signature."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:245
msgid "Content from other apps"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:247
msgid "Knowledge allows to retrieve content views from other applications. To do so, go to the targeted app and create the desired view. Then, click :menuselection:`Favorite --> Insert view in article` and select an article. The view is inserted at the bottom of the selected article."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:252
msgid "To retrieve the view below, we created it by going to :menuselection:`Sales --> Graph icon --> Pie Chart icon` and inserted it by clicking :menuselection:`Favorite --> Insert view in article` and selecting the *Sales Playbook* article."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:0
msgid "article view from the Sales app"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:261
msgid "Users who do **not** have access to the view will **not** be able to access it in **Knowledge** even though they have access to the article containing the view."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:3
msgid "Articles management"
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:5
msgid "Managing articles effectively is key to maximizing the value of your knowledge resources, whether working on a research project, studying for an exam, or building a knowledge database for your business. Knowledge allows you to fully manage your articles, from :ref:`creation <management/create>` to :ref:`removal <management/remove>`, through :ref:`sharing <management/share>` and :ref:`structure <management/structure>`."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:11
msgid "You can find most tools to manage articles by clicking the vertical ellipsis button (:guilabel:`⋮`) at the right side of the top bar. From there, you can move, lock, delete, or duplicate an article."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:-1
msgid "Menu with tools for the management of articles"
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:18
msgid "Creation, sharing, and removal of articles"
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:23
msgid "Creation"
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:25
msgid "To create articles, click the :guilabel:`+ New` button on the right side of the top bar or the :guilabel:`+` button next to a category or another article."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:29
msgid "Create private articles quickly with the Alt/Option + C keyboard shortcut."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:34
msgid "Sharing"
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:36
msgid "You can share articles with internal or external users. To do so, open the share menu by clicking :guilabel:`Share` in the top-right menu of articles."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:40
msgid "Invite users"
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:42
msgid "To share articles with specific users (internal or external, such as a partner or a customer), click :guilabel:`Invite`. This opens a pop-up window in which you can choose the :guilabel:`Permission` :ref:`(i.e, access rights) <management/categories>` and enter the :guilabel:`Recipients`' name or email."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:47
msgid "You can also restrict a specific user from accessing the article by selecting :guilabel:`No access` permission."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:-1
msgid "pop-up window to invite users to access a Knowledge article"
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:54
msgid "Share online"
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:56
msgid "To share articles **online**, activate the :guilabel:`Share to web` button. Doing so generates a URL link anyone can use to view the article."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:59
msgid "Additionally, the share menu displays the default permission for internal members along with all the users who have been granted specific permission."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:-1
msgid "Sharing menu with URL for online sharing and the list of members."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:68
msgid "Removal"
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:70
msgid "To remove an article, you can either **delete** it or **archive** it."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:72
msgid "To delete an article, open it and click the vertical ellipsis button :menuselection:`(⋮) --> Delete`. The article is moved to the trash for 30 days before being permanently deleted. To restore it, click :guilabel:`Open the Trash`, select the article, and click :guilabel:`Restore`."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:76
msgid "To archive articles, click :guilabel:`Search`, select the article(s), and click :menuselection:`Action --> Archive --> Archive`. Archived articles are hidden from the search menu. To retrieve an archived article, add a custom filter to display them (:menuselection:`Search --> Filters --> Add Custom Filter`, and set :guilabel:`Active` as :guilabel:`is No`). Then, select the article(s) and go to :menuselection:`Action --> Unarchive`."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:85
msgid "Structure of articles"
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:87
msgid "Articles are organized into a hierarchical structure wherein the article on top is a parent article, and those underneath are called nested articles. This structure allows the grouping of related articles."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:91
msgid "To establish this hierarchy, create new articles by clicking the :guilabel:`+` button next to the parent-to-be article, or move existing articles by either dragging and dropping them under the parent-to-be or by clicking the vertical ellipsis button (:guilabel:`⋮`), clicking :guilabel:`Move To` on the toolbox and selecting the article to use as a parent."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:99
msgid "Categories"
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:101
msgid "Additionally, articles are divided into four categories that can be found on the left sidebar. These categories give articles default **access rights**."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:104
msgid ":guilabel:`Favorites`: You can set any article you can access as a favorite. To do so, click the star-shaped icon (:guilabel:`★`) in the top-right menu of articles. Marking articles as **favorites** is user-specific and does not affect other users."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:107
msgid ":guilabel:`Workspace`: Articles displayed in that category are available to all internal users. These users have the right to read, modify or share these articles."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:109
msgid ":guilabel:`Shared`: Articles displayed in that category are those you shared with internal users, external users, or shared with you."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:111
msgid ":guilabel:`Private`: Articles displayed in that category are only available to you."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:-1
msgid "Categories displayed in the left sidebar of Odoo Knowledge"
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:3
#: ../../content/applications/productivity/studio/fields.rst:453
msgid "Properties"
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:5
msgid "Properties are fields containing data and that can be added to articles by any user with **write** access. These fields are shared between all the child articles and article items under the same parent."
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:10
msgid "To be able to add properties, an article must be either a **child article** or an **article item**."
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:14
msgid "Add property fields"
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:16
msgid "Hover above the first-level header to make the buttons appear. Click :menuselection:`⚙ Add Properties --> Field Type`, select the type and add a default value if needed. To make the fields appear in **kanban views**, check :guilabel:`View in Kanban` as well. To validate and close the property creation window, click anywhere."
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:-1
msgid "Dropdown of property fields types"
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:25
msgid "The different types assess what the field content can be:"
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:32
#: ../../content/applications/productivity/knowledge/properties.rst:58
msgid "Types"
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:33
#: ../../content/applications/productivity/knowledge/properties.rst:59
msgid "Uses"
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:35
msgid "Allows adding any content with no restriction."
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:36
msgid ":guilabel:`Checkbox`"
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:37
msgid "Add a checkbox."
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:38
msgid ":guilabel:`Integer`"
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:39
msgid "Allows adding integer numbers."
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:40
msgid ":guilabel:`Decimal`"
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:41
msgid "Allows adding any number."
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:42
msgid ":guilabel:`Date`"
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:43
msgid "Allows selecting a date."
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:44
msgid ":guilabel:`Date & Time`"
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:45
msgid "Allows selecting a date and time."
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:47
msgid "Some **field types** need to be configured:"
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:-1
msgid "property configuration form"
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:60
msgid ":guilabel:`Selection`"
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:61
msgid "Add a drop-down selection menu with restricted values that have been set at the property creation."
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:64
msgid "To set it up, click :guilabel:`Add a Value` next to the :guilabel:`Values` field. Enter predetermined values and press **enter** to validate; you can enter as many values as needed. Click anywhere to close the property creation window."
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:67
msgid ":guilabel:`Tags`"
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:68
msgid "Allows creating and applying as many tags as needed."
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:70
msgid "To set it up, enter your `new_tag` in the :guilabel:`Tags` field, and press **enter** or click :guilabel:`Create \"new_tag\"`. Click anywhere to close the window. Then, add the tags into the property field. To do so, click the property field and choose from the created tags; enter the tags' name and press **enter**; enter a new tag's name and create a new one on the spot."
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:75
msgid ":guilabel:`Many2one`"
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:76
msgid "Choose from a list of records that result from a model's domain. You can only select one result."
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:79
#: ../../content/applications/productivity/knowledge/properties.rst:86
msgid "To set it up, click :guilabel:`Search a Model` in the :guilabel:`Model` field, select the model. Match all records by clicking :guilabel:`## Record(s)`, or filter the results by clicking :guilabel:`+ Add Filter` and show the records by clicking :guilabel:`## Record(s)`."
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:82
msgid ":guilabel:`Many2many`"
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:83
msgid "Choose from a list of records that result from a model's domain. You can select as many results as needed."
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:91
msgid "Delete property fields"
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:93
msgid "To remove a property, click the **pencil** icon next to the targeted property, then click :menuselection:`Delete --> Delete`."
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:97
msgid "Once a property field is deleted, you cannot retrieve it."
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:100
msgid "Hide the property panel"
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:102
msgid "To hide the property sidebar panel, click the gear :guilabel:`(⚙)` button."
msgstr ""
#: ../../content/applications/productivity/mail_plugins.rst:5
msgid "Mail Plugins"
msgstr ""
#: ../../content/applications/productivity/mail_plugins.rst:13
msgid "Mail Plugins are connectors that bridge your mailbox with your Odoo database. With them, you can interact with your Odoo database directly from your mailbox by:"
msgstr ""
#: ../../content/applications/productivity/mail_plugins.rst:16
msgid "Creating leads and centralizing prospects' emails into the CRM app."
msgstr ""
#: ../../content/applications/productivity/mail_plugins.rst:17
msgid "Generating tasks in any Odoo project."
msgstr ""
#: ../../content/applications/productivity/mail_plugins.rst:18
msgid "Creating tickets in the Helpdesk app."
msgstr ""
#: ../../content/applications/productivity/mail_plugins.rst:19
msgid "Searching and storing insights on your contacts."
msgstr ""
#: ../../content/applications/productivity/mail_plugins.rst:21
msgid "Mail Plugins are available for :doc:`Outlook <mail_plugins/outlook>` and :doc:`Gmail <mail_plugins/gmail>`."
msgstr ""
#: ../../content/applications/productivity/mail_plugins.rst:27
msgid "Pricing"
msgstr ""
#: ../../content/applications/productivity/mail_plugins.rst:29
msgid "Mail Plugins are **free** to install and use."
msgstr ""
#: ../../content/applications/productivity/mail_plugins.rst:31
msgid "However, they can provide **Lead Enrichment**, which is part of a paid service known as **Lead Generation**."
msgstr ""
#: ../../content/applications/productivity/mail_plugins.rst:34
msgid "Mail plugins allow you to test Lead Enrichment for free, whether you connect the plugins to a database or not. After a while, the plugins ask you to buy :doc:`../general/in_app_purchase` credits if you would like to keep using this service."
msgstr ""
#: ../../content/applications/productivity/mail_plugins.rst:41
msgid "Lead Generation IAP service"
msgstr ""
#: ../../content/applications/productivity/mail_plugins.rst:43
msgid "Lead Enrichment uses the *Lead Generation IAP service*. Each request consumes one *Lead Generation credit*."
msgstr ""
#: ../../content/applications/productivity/mail_plugins.rst:46
msgid "To buy credits, go to :menuselection:`Settings --> CRM --> Lead Enrichment --> Buy credits` and select a package."
msgstr ""
#: ../../content/applications/productivity/mail_plugins.rst:50
msgid "If you are out of credits, the only information populated when clicking on the suggested company is its website link and logo."
msgstr ""
#: ../../content/applications/productivity/mail_plugins.rst:52
msgid "Check out the `Lead Generation IAP service Privacy Policy <https://iap.odoo.com/privacy#header_3>`_."
msgstr ""
#: ../../content/applications/productivity/mail_plugins.rst:56
msgid ":doc:`../general/in_app_purchase`"
msgstr ""
#: ../../content/applications/productivity/mail_plugins.rst:57
msgid "`Odoo Tutorials: Lead Enrichment <https://www.odoo.com/r/p73>`_"
msgstr ""
#: ../../content/applications/productivity/mail_plugins/gmail.rst:3
msgid "Gmail Plugin"
msgstr ""
#: ../../content/applications/productivity/mail_plugins/gmail.rst:5
msgid "The *Gmail Plugin* integrates an Odoo database with a Gmail inbox, so users can keep track of all their work between Gmail and Odoo, without losing any information."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/gmail.rst:9
msgid "Odoo Online users"
msgstr ""
#: ../../content/applications/productivity/mail_plugins/gmail.rst:11
msgid "For databases hosted on Odoo Online (or Odoo.sh), follow the steps below to configure the Gmail Plugin."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/gmail.rst:15
#: ../../content/applications/productivity/mail_plugins/gmail.rst:94
msgid "Install the Gmail Plugin"
msgstr ""
#: ../../content/applications/productivity/mail_plugins/gmail.rst:17
msgid "First, log in to the Gmail account that the user wishes to connect to Odoo."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/gmail.rst:19
msgid "From the Gmail inbox, click the plus sign icon on the right side panel to get add-ons. If the side panel is not visible, click on the arrow icon at the bottom right corner of the inbox to reveal it."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/gmail.rst:-1
msgid "Plus sign icon on the Gmail inbox side panel."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/gmail.rst:26
msgid "Then, use the search bar to search for `Odoo` and locate the :guilabel:`Odoo Inbox Addin`."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/gmail.rst:-1
msgid "Odoo Inbox Addin on Google Workspace Marketplace."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/gmail.rst:32
msgid "Or, go directly to the :guilabel:`Odoo Inbox Addin` page on the `Google Workspace Marketplace <https://workspace.google.com/marketplace/app/odoo_inbox_addin/873497133275>`_."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/gmail.rst:35
msgid "Once the plugin is located, click :guilabel:`Install`. Then, click :guilabel:`Continue` to start the installation."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/gmail.rst:38
msgid "Next, select which Gmail account the user wishes to connect to Odoo. Then click :guilabel:`Allow` to let Odoo access the Google account. Google will then show a pop-up window confirming that the installation was successful."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/gmail.rst:43
#: ../../content/applications/productivity/mail_plugins/gmail.rst:134
msgid "Configure the Odoo database"
msgstr ""
#: ../../content/applications/productivity/mail_plugins/gmail.rst:45
#: ../../content/applications/productivity/mail_plugins/gmail.rst:136
msgid "The :guilabel:`Mail Plugin` feature must be enabled in the Odoo database in order to use the Gmail Plugin. To enable the feature, go to :menuselection:`Settings --> General Settings`. Under the :guilabel:`Integrations` section, activate :guilabel:`Mail Plugin`, and then click :guilabel:`Save`."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/gmail.rst:-1
msgid "The Mail Plugin feature in the Settings."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/gmail.rst:55
#: ../../content/applications/productivity/mail_plugins/gmail.rst:145
msgid "Configure the Gmail inbox"
msgstr ""
#: ../../content/applications/productivity/mail_plugins/gmail.rst:57
#: ../../content/applications/productivity/mail_plugins/gmail.rst:147
msgid "In the Gmail inbox, a purple Odoo icon is now visible on the right side panel. Click on the Odoo icon to open up the Odoo plugin window. Then, click on any email in the inbox. Click :guilabel:`Authorize Access` in the plugin window to grant Odoo access to the Gmail inbox."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/gmail.rst:-1
msgid "The Authorize Access button in the right sidebar of the Odoo plugin panel."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/gmail.rst:65
#: ../../content/applications/productivity/mail_plugins/gmail.rst:155
msgid "Next, click :guilabel:`Login`. Then, enter the URL of the Odoo database that the user wishes to connect to the Gmail inbox, and log in to the database."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/gmail.rst:69
#: ../../content/applications/productivity/mail_plugins/gmail.rst:159
msgid "Use the general URL for the database, not the URL of a specific page in the database. For example, use `https://mycompany.odoo.com`, not `https://mycompany.odoo.com/web#cids=1&action=menu`."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/gmail.rst:73
#: ../../content/applications/productivity/mail_plugins/gmail.rst:163
msgid "Finally, click :guilabel:`Allow` to let Gmail access the Odoo database. The browser will then show a :guilabel:`Success!` message. After that, close the window. The Gmail inbox and Odoo database are now connected."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/gmail.rst:78
msgid "Odoo On-Premise users"
msgstr ""
#: ../../content/applications/productivity/mail_plugins/gmail.rst:80
msgid "For databases hosted on servers other than Odoo Online (or Odoo.sh), follow the steps below to configure the Gmail Plugin."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/gmail.rst:84
msgid "As part of their security guidelines, Google requires add-on creators to provide a list of URLs that can be used in actions and redirections launched by the add-on. This protects users by ensuring, for example, that no add-on redirects users toward a malicious website. (Read more on `Google Apps Script <https://developers.google.com/apps-script/manifest/allowlist-url>`_.)"
msgstr ""
#: ../../content/applications/productivity/mail_plugins/gmail.rst:89
msgid "Since Odoo can only list the `odoo.com` domain and not every on-premise customer's unique server domain, on-premise customers cannot install the Gmail Plugin from the Google Workspace Marketplace."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/gmail.rst:96
msgid "First, access the `GitHub repository <https://github.com/odoo/mail-client-extensions>`_ for the Odoo Mail Plugins. Next, click on the green :guilabel:`Code` button. Then, click :guilabel:`Download ZIP` to download the Mail Plugin files onto the user's computer."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/gmail.rst:-1
msgid "Download the ZIP file from the Odoo GitHub repository for Mail Plugins."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/gmail.rst:104
msgid "Open the ZIP file on the computer. Then, go to :menuselection:`mail-client-extensions-master --> gmail --> src --> views`, and open the :file:`login.ts` file using any text editor software, such as Notepad (Windows), TextEdit (Mac), or Visual Studio Code."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/gmail.rst:108
msgid "Delete the following three lines of text from the :file:`login.ts` file:"
msgstr ""
#: ../../content/applications/productivity/mail_plugins/gmail.rst:116
msgid "This removes the `odoo.com` domain constraint from the Gmail Plugin program."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/gmail.rst:118
msgid "Next, in the ZIP file, go to :menuselection:`mail-client-extensions-master --> gmail`, and open the file called :guilabel:`appsscript.json`. In the :guilabel:`urlFetchWhitelist` section, replace all the references to `odoo.com` with the Odoo customer's unique server domain."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/gmail.rst:122
msgid "Then, in the same :guilabel:`gmail` folder, open the file called :guilabel:`README.md`. Follow the instructions in the :guilabel:`README.md` file to push the Gmail Plugin files as a Google Project."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/gmail.rst:126
msgid "The computer must be able to run Linux commands in order to follow the instructions on the :guilabel:`README.md` file."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/gmail.rst:129
msgid "After that, share the Google Project with the Gmail account that the user wishes to connect to Odoo. Then, click :guilabel:`Publish` and :guilabel:`Deploy from manifest`. Lastly, click :guilabel:`Install the add-on` to install the Gmail Plugin."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/outlook.rst:3
msgid "Outlook Plugin"
msgstr ""
#: ../../content/applications/productivity/mail_plugins/outlook.rst:5
msgid "Outlook allows for third-party applications to connect in order to execute database actions from emails. Odoo has a plugin for Outlook that allows for the creation of an opportunity from the email panel."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/outlook.rst:12
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:17
msgid "Enable Mail Plugin"
msgstr ""
#: ../../content/applications/productivity/mail_plugins/outlook.rst:19
msgid "First, enable the *Mail Plugin* feature in the database. Go to :menuselection:`Settings --> General Settings --> Integrations`, enable :guilabel:`Mail Plugin`, and :guilabel:`Save` the configuration."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/outlook.rst:25
msgid "Install the Outlook Plugin"
msgstr ""
#: ../../content/applications/productivity/mail_plugins/outlook.rst:27
msgid "Download (:menuselection:`Save Page As --> Web Page XML only`) the following XML file to upload later: `https://download.odoocdn.com/plugins/outlook/manifest.xml <https://download.odoocdn.com/plugins/outlook/manifest.xml>`_."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/outlook.rst:31
msgid "Next, open the Outlook mailbox, and select any email. After completing this, click on the :guilabel:`More actions` button in the upper right-side and select :guilabel:`Get Add-ins`."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/outlook.rst:-1
msgid "More actions button in Outlook"
msgstr ""
#: ../../content/applications/productivity/mail_plugins/outlook.rst:38
msgid "Following this step, select the :guilabel:`My add-ins` tab on the left-side."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/outlook.rst:-1
msgid "My add-ins in Outlook"
msgstr ""
#: ../../content/applications/productivity/mail_plugins/outlook.rst:44
msgid "Under :guilabel:`Custom add-ins` towards the bottom, click on :guilabel:`+ Add a custom add-in`, and then on :guilabel:`Add from file...`"
msgstr ""
#: ../../content/applications/productivity/mail_plugins/outlook.rst:-1
msgid "Custom add-ins in Outlook"
msgstr ""
#: ../../content/applications/productivity/mail_plugins/outlook.rst:51
msgid "For the next step, attach the `manifest.xml` file downloaded above, and press :guilabel:`OK`. Next, read the warning and click on :guilabel:`Install`."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/outlook.rst:-1
msgid "Custom add-in installation warning in Outlook"
msgstr ""
#: ../../content/applications/productivity/mail_plugins/outlook.rst:61
msgid "Connect the database"
msgstr ""
#: ../../content/applications/productivity/mail_plugins/outlook.rst:63
msgid "Now, Outlook will be connected to the Odoo database. First, open any email in the Outlook mailbox, click on the :guilabel:`More actions` button in the upper right-side, and select :guilabel:`Odoo for Outlook`."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/outlook.rst:-1
msgid "Odoo for Outlook add-in button"
msgstr ""
#: ../../content/applications/productivity/mail_plugins/outlook.rst:71
msgid "The right-side panel can now display **Company Insights**. At the bottom, click on :guilabel:`Login`."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/outlook.rst:-1
msgid "Logging in the Odoo database"
msgstr ""
#: ../../content/applications/productivity/mail_plugins/outlook.rst:79
msgid "Only a limited amount of **Company Insights** (*Lead Enrichment*) requests are available as a trial database. This feature requires :ref:`prepaid credits <mail_plugins/pricing>`."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/outlook.rst:83
msgid "If, after a short while, the panel is still empty, it is possible that the browser cookie settings prevented it from loading. Note that these settings also change if the browser is in \"Incognito\" mode."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/outlook.rst:87
msgid "To fix this issue, configure the browser to always allow cookies on Odoo's plugin page."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/outlook.rst:89
msgid "For Google Chrome, change the browser cookie settings by following the guide at: `https://support.google.com/chrome/answer/95647 <https://support.google.com/chrome/answer/95647>`_ and adding `download.odoo.com` to the list of :guilabel:`Sites that can always use cookies`."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/outlook.rst:94
msgid "Once this is complete, the Outlook panel needs to be opened again."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/outlook.rst:96
msgid "Now, enter the Odoo database URL and click on :guilabel:`Login`."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/outlook.rst:-1
msgid "Entering the Odoo database URL"
msgstr ""
#: ../../content/applications/productivity/mail_plugins/outlook.rst:102
msgid "Next, click on :guilabel:`Allow` to open the pop-up window."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/outlook.rst:-1
msgid "New window pop-up warning"
msgstr ""
#: ../../content/applications/productivity/mail_plugins/outlook.rst:108
msgid "If the user isn't logged into the database, enter the credentials. Click on :guilabel:`Allow` to let the Outlook Plugin connect to the database."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/outlook.rst:-1
msgid "Allowing the Outlook Plugin to connect to a database"
msgstr ""
#: ../../content/applications/productivity/mail_plugins/outlook.rst:118
msgid "Add a shortcut to the plugin"
msgstr ""
#: ../../content/applications/productivity/mail_plugins/outlook.rst:120
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:123
msgid "In the Outlook mailbox, click on :guilabel:`Settings`, then on :guilabel:`View all Outlook settings`."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/outlook.rst:-1
msgid "Viewing all Outlook settings"
msgstr ""
#: ../../content/applications/productivity/mail_plugins/outlook.rst:130
msgid "Now, select :guilabel:`Customize actions` under :guilabel:`Mail`, click on :guilabel:`Odoo for Outlook`, and then :guilabel:`Save`."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/outlook.rst:-1
msgid "Odoo for Outlook customized action"
msgstr ""
#: ../../content/applications/productivity/mail_plugins/outlook.rst:137
msgid "Following this step, open any email; the shortcut should be displayed."
msgstr ""
#: ../../content/applications/productivity/mail_plugins/outlook.rst:144
msgid "Using the plugin"
msgstr ""
#: ../../content/applications/productivity/mail_plugins/outlook.rst:146
msgid "Now that the plug-in is installed and operational, all that needs to be done to create a lead is to click on the `O` [Odoo icon] or navigate to :guilabel:`More actions` and click on :guilabel:`Odoo for Outlook`. The side panel will appear on the right-side, and under :guilabel:`Opportunities` click on :guilabel:`New`. A new window with the created opportunity in the Odoo database will populate."
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:136
msgid "Determine what the automated action should do (server action). There are eight types of action to choose from."
msgstr ""
#: ../../content/applications/productivity/studio/automated_actions.rst:142
msgid "Execute Python Code"
msgstr ""
#: ../../content/applications/productivity/studio/automated_actions.rst:144
msgid "The action is used to execute Python code. The available variables are described on the :guilabel:`Python Code` tab, which is also used to write your code, or on the :guilabel:`Help` tab."
msgstr ""
#: ../../content/applications/productivity/studio/automated_actions.rst:147
msgid "To allow the action to be run through the website, tick :guilabel:`Available on the Website` and add a :guilabel:`Website Path`."
msgstr ""
#: ../../content/applications/productivity/studio/automated_actions.rst:153
msgid "Create a new Record"
msgstr ""
#: ../../content/applications/productivity/studio/automated_actions.rst:155
msgid "The action is used to create a new record on any model."
msgstr ""
#: ../../content/applications/productivity/studio/automated_actions.rst:158
msgid "Selecting a :guilabel:`Target Model` is only required if you want to target another model than the one you are on."
msgstr ""
#: ../../content/applications/productivity/studio/automated_actions.rst:161
msgid "To link the record that triggered the creation of the new record, select a field under :guilabel:`Link Field`. For example, you could create a contact automatically when a lead is turned into an opportunity."
msgstr ""
#: ../../content/applications/productivity/studio/automated_actions.rst:164
msgid ":guilabel:`Data to Write` tab: the tab is used to specify the new record's values. After selecting a :guilabel:`Field`, select its :guilabel:`Evaluation Type`:"
msgstr ""
#: ../../content/applications/productivity/studio/automated_actions.rst:167
msgid ":guilabel:`Value`: used to directly give the field's raw value in the :guilabel:`Value` column."
msgstr ""
#: ../../content/applications/productivity/studio/automated_actions.rst:168
msgid ":guilabel:`Reference`: used to select the record under the :guilabel:`Record` column and let Studio add the internal ID in the :guilabel:`Value` column."
msgstr ""
#: ../../content/applications/productivity/studio/automated_actions.rst:172
msgid "If an automated action creates a new task in a project, you can assign it to a specific user by setting the :guilabel:`Field` to :guilabel:`Responsible User (Project)`, the :guilabel:`Evaluation Type` to :guilabel:`Reference`, and the :guilabel:`Record` to a specific user."
msgstr ""
#: ../../content/applications/productivity/studio/automated_actions.rst:0
msgid "Example of a Create a new Record action"
msgstr ""
#: ../../content/applications/productivity/studio/automated_actions.rst:181
msgid ":guilabel:`Python expression`: used to dynamically define the newly created record’s value for a field using Python code in the :guilabel:`Value` column."
msgstr ""
#: ../../content/applications/productivity/studio/automated_actions.rst:187
msgid "Update the Record"
msgstr ""
#: ../../content/applications/productivity/studio/automated_actions.rst:189
msgid "The action is used to set value(s) for field(s) of any record on the current model."
msgstr ""
#: ../../content/applications/productivity/studio/automated_actions.rst:192
msgid "The process to fill in the :guilabel:`Data to Write` tab is the same as described under :ref:`studio/automated-actions/action/new-record`."
msgstr ""
#: ../../content/applications/productivity/studio/automated_actions.rst:198
msgid "Execute several actions"
msgstr ""
#: ../../content/applications/productivity/studio/automated_actions.rst:200
msgid "The action is used to trigger multiple actions at the same time. To do so, click on :guilabel:`Add a line` under the :guilabel:`Actions` tab. In the :guilabel:`Child Actions` pop-up, click on :guilabel:`Create` and configure the action."
msgstr ""
#: ../../content/applications/productivity/studio/automated_actions.rst:207
msgid "Send Email"
msgstr ""
#: ../../content/applications/productivity/studio/automated_actions.rst:209
msgid "The action is used to send an email to a contact linked to a specific record. To do so, select or create an :guilabel:`Email Template`."
msgstr ""
#: ../../content/applications/productivity/studio/automated_actions.rst:215
msgid "Add Followers"
msgstr ""
#: ../../content/applications/productivity/studio/automated_actions.rst:217
msgid "The action is used to subscribe existing contacts to the record."
msgstr ""
#: ../../content/applications/productivity/studio/automated_actions.rst:222
msgid "Create Next Activity"
msgstr ""
#: ../../content/applications/productivity/studio/automated_actions.rst:224
msgid "The action is used to schedule a new activity linked to the record. Use the :guilabel:`Activity` tab to set it up as usual, but instead of the :guilabel:`Assigned to` field, select an :guilabel:`Activity User Type`. Select :guilabel:`Specific User` and add the user under :guilabel:`Responsible` if the activity should always be assigned to the same user. To dynamically target a user linked to the record, select :guilabel:`Generic User From Record` instead and change the :guilabel:`User field name` if necessary."
msgstr ""
#: ../../content/applications/productivity/studio/automated_actions.rst:232
msgid "After a lead is turned into an opportunity, you want your automated action to set up a call for the user responsible for the lead. To do so, set the :guilabel:`Activity` to :guilabel:`Call` and set the :guilabel:`Activity User Type` to :guilabel:`Generic User From Record`."
msgstr ""
#: ../../content/applications/productivity/studio/automated_actions.rst:0
msgid "Example of a Create Next Activity action"
msgstr ""
#: ../../content/applications/productivity/studio/automated_actions.rst:243
msgid "Send SMS Text Message"
msgstr ""
#: ../../content/applications/productivity/studio/automated_actions.rst:245
msgid "The action is used to send an SMS to a contact linked to the record. To do so, select or create an :guilabel:`SMS Template`."
msgstr ""
#: ../../content/applications/productivity/studio/automated_actions.rst:249
msgid "If you want sent messages to be logged in the Chatter, tick :guilabel:`Log as Note`."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:3
msgid "Fields and widgets"
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:5
msgid "Fields structure the models of a database. If you picture a model as a table or spreadsheet, fields are the columns where data is stored in the records (i.e., the rows). Fields also define the type of data that is stored within them. How the data is presented and formatted on the :abbr:`UI (User Interface)` is defined by their widget."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:10
msgid "From a technical point of view, there are 15 field types in Odoo. However, you can choose from 20 fields in Studio, as some field types are available more than once with a different default widget."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:14
msgid ":guilabel:`New Fields` can only be added to the :ref:`studio/views/general/form` and :ref:`studio/views/multiple-records/list` views. On other views, you can only add :guilabel:`Existing Fields` :dfn:`(fields already on the model)`."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:21
msgid "Simple fields"
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:23
msgid "Simple fields contain basic values, such as text, numbers, files, etc."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:26
#: ../../content/applications/productivity/studio/fields.rst:325
msgid "Non-default widgets, when available, are presented as bullet points below."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:31
msgid "Text (`char`)"
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:33
msgid "The :guilabel:`Text` field is used for short text containing any character. One text line is displayed when filling out the field."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:36
#: ../../content/applications/productivity/studio/fields.rst:220
msgid ":guilabel:`Badge`: displays the value inside a rounded shape, similar to a tag. The value cannot be edited on the UI, but a default value can be set."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:38
#: ../../content/applications/productivity/studio/fields.rst:71
msgid ":guilabel:`Copy to Clipboard`: users can copy the value by clicking a button."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:39
msgid ":guilabel:`E-mail`: the value becomes a clickable *mailto* link."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:40
msgid ":guilabel:`Image`: displays an image using a URL. The value cannot be edited manually, but a default value can be set."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:44
msgid "This works differently than selecting the :ref:`Image field <studio/fields/simple-fields/image>` directly, as the image is not stored in Odoo when using a :guilabel:`Text` field with the :guilabel:`Image` widget. For example, it can be useful if you want to save disk space."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:49
msgid ":guilabel:`Phone`: the value becomes a clickable *tel* link."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:52
msgid "Tick :guilabel:`Enable SMS` to add an option to send an SMS directly from Odoo next to the field."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:55
msgid ":guilabel:`URL`: the value becomes a clickable URL."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:0
msgid "Examples of Text fields with different widgets"
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:66
msgid "Multiline Text (`text`)"
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:68
msgid "The :guilabel:`Multiline Text` field is used for longer text containing any type of character. Two text lines are displayed on the UI when filling out the field."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:0
msgid "Examples of Multiline Text fields with different widgets"
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:82
msgid "Integer (`integer`)"
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:84
msgid "The :guilabel:`Integer` field is used for all integer numbers (:dfn:`positive, negative, or zero, without a decimal`)."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:87
msgid ":guilabel:`Percentage Pie`: displays the value inside a percentage circle, usually for a computed value. The value cannot be edited on the UI, but a default value can be set."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:89
#: ../../content/applications/productivity/studio/fields.rst:118
msgid ":guilabel:`Progress Bar`: displays the value next to a percentage bar, usually for a computed value. The field cannot be edited manually, but a default value can be set."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:91
msgid ":guilabel:`Handle`: displays a drag handle icon to order records manually in :ref:`List view <studio/views/multiple-records/list>`."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:0
msgid "Examples of Integer fields with different widgets"
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:103
msgid "Decimal (`float`)"
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:105
msgid "The :guilabel:`Decimal` field is used for all decimal numbers (:dfn:`positive, negative, or zero, with a decimal`)."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:109
msgid "Decimal numbers are displayed with two decimals after the decimal point on the UI, but they are stored in the database with more precision."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:112
msgid ":guilabel:`Monetary`: it is similar to using the :ref:`Monetary field <studio/fields/simple-fields/monetary>`. It is recommended to use the later as it offers more functionalities."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:115
msgid ":guilabel:`Percentage`: displays a percent character `%` after the value."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:116
msgid ":guilabel:`Percentage Pie`: displays the value inside a percentage circle, usually for a computed value. The field cannot be edited manually, but a default value can be set."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:120
msgid ":guilabel:`Time`: the value must follow the *hh:mm* format, with a maximum of 59 minutes."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:0
msgid "Examples of Decimal fields with different widgets"
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:131
msgid "Monetary (`monetary`)"
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:133
msgid "The :guilabel:`Monetary` field is used for all monetary values."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:136
msgid "When you first add a :guilabel:`Monetary` field, you are prompted to add a :guilabel:`Currency` field if none exists already on the model. Odoo offers to add the :guilabel:`Currency` field for you. Once it is added, add the :guilabel:`Monetary` field again."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:0
msgid "Example of a Monetary field along with its Currency field"
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:149
msgid "Html (`html`)"
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:151
msgid "The :guilabel:`Html` field is used to add text that can be edited using the Odoo HTML editor."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:153
msgid ":guilabel:`Multiline Text`: disables the Odoo HTML editor to allow editing raw HTML."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:0
msgid "Examples of Html fields with different widgets"
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:164
msgid "Date (`date`)"
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:166
msgid "The :guilabel:`Date` field is used to select a date on a calendar."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:168
msgid ":guilabel:`Remaining Days`: the remaining number of days before the selected date is displayed (e.g., *In 5 days*), based on the current date."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:0
msgid "Examples of Date fields with different widgets"
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:180
msgid "Date & Time (`datetime`)"
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:182
msgid "The :guilabel:`Date & Time` field is used to select a date on a calendar and a time on a clock. The user's current time is automatically used if no time is set."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:185
msgid ":guilabel:`Date`: used to record the time without displaying it on the UI."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:186
msgid ":guilabel:`Remaining days`: displays the remaining number of days before the selected date (e.g., *In 5 days*), based on the current date and time."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:0
msgid "Examples of Date & Time fields with different widgets"
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:198
msgid "Checkbox (`boolean`)"
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:200
msgid "The :guilabel:`Checkbox` field is used when a value should only be true or false, indicated by checking or unchecking a checkbox."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:203
msgid ":guilabel:`Button`: displays a radio button. The widget works without switching to the edit mode."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:204
msgid ":guilabel:`Toggle`: displays a toggle button. The widget works without switching to the edit mode."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:0
msgid "Examples of Checkbox fields with different widgets"
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:215
msgid "Selection (`selection`)"
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:217
msgid "The :guilabel:`Selection` field is used when users should select a single value from a group of predefined values."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:222
msgid ":guilabel:`Badges`: displays all selectable values simultaneously inside rectangular shapes, organized horizontally."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:224
msgid ":guilabel:`Priority`: displays star symbols instead of values, which can be used to indicate an importance or satisfaction level, for example. This has the same effect as selecting the :ref:`Priority field <studio/fields/simple-fields/priority>`, although, for the latter, four priority values are already predefined."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:228
#: ../../content/applications/productivity/studio/fields.rst:352
msgid ":guilabel:`Radio`: displays all selectable values at the same time as radio buttons."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:231
msgid "By default, radio buttons are organized vertically. Tick :guilabel:`display horizontally` to switch the way they are displayed."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:0
msgid "Examples of Selection fields with different widgets"
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:243
msgid "Priority (`selection`)"
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:245
msgid "The :guilabel:`Priority` field is used to display a three-star rating system, which can be used to indicate importance or satisfaction level. This field type is a :ref:`Selection field <studio/fields/simple-fields/selection>` with the :guilabel:`Priority` widget selected by default and four priority values predefined. Consequently, the :guilabel:`Badge`, :guilabel:`Badges`, :guilabel:`Radio`, and :guilabel:`Selection` widgets have the same effects as described under :ref:`Selection <studio/fields/simple-fields/selection>`."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:253
msgid "To change the number of available stars by adding or removing values, click :guilabel:`Edit Values`. Note that the first value is equal to 0 stars (i.e., when no selection is made), so having four values results in a three-star rating system, for example."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:0
msgid "Example of a Priority field"
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:266
msgid "File (`binary`)"
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:268
msgid "The :guilabel:`File` field is used to upload any type of file, or sign a form (:guilabel:`Sign` widget)."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:271
msgid ":guilabel:`Image`: users can upload an image file, which is then displayed in :ref:`Form view <studio/views/general/form>`. This has the same effect as using the :ref:`Image field <studio/fields/simple-fields/image>`."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:274
msgid ":guilabel:`PDF Viewer`: users can upload a PDF file, which can be then browsed from the :ref:`Form view <studio/views/general/form>`."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:276
msgid ":guilabel:`Sign`: users can electronically sign the form. This has the same effect as selecting the :ref:`Sign field <studio/fields/simple-fields/sign>`."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:0
msgid "Examples of File fields with different widgets"
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:288
msgid "Image (`binary`)"
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:290
msgid "The :guilabel:`Image` field is used to upload an image and display it in :ref:`Form view <studio/views/general/form>`. This field type is a :ref:`File field <studio/fields/simple-fields/file>` with the :guilabel:`Image` widget selected by default. Consequently, the :guilabel:`File`, :guilabel:`PDF Viewer`, and :guilabel:`Sign` widgets have the same effects as described under :ref:`File <studio/fields/simple-fields/file>`."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:297
msgid "To change the display size of uploaded images, select :guilabel:`Small`, :guilabel:`Medium`, or :guilabel:`Large` under the :guilabel:`Size` option."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:303
msgid "Sign (`binary`)"
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:305
msgid "The :guilabel:`Sign` field is used to sign the form electronically. This field type is a :ref:`File field <studio/fields/simple-fields/file>` with the :guilabel:`Sign` widget selected by default. Consequently, the :guilabel:`File`, :guilabel:`Image`, and :guilabel:`PDF Viewer` widgets have the same effects as described under :ref:`File <studio/fields/simple-fields/file>`."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:311
msgid "To give users the :guilabel:`Auto` option when having to draw their signature, select one of the available :guilabel:`Auto-complete with` fields (:ref:`Text <studio/fields/simple-fields/text>`, :ref:`Many2One <studio/fields/relational-fields/many2one>`, and :ref:`Related Field <studio/fields/relational-fields/related-field>` on the model only). The signature is automatically generated using the data from the selected field."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:320
msgid "Relational fields"
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:322
msgid "Relational fields are used to link and display the data from records on another model."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:330
msgid "Many2One (`many2one`)"
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:332
msgid "The :guilabel:`Many2One` field is used to link another record (from another model) to the record being edited. The record's name from the other model is then displayed on the record being edited."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:336
msgid "On the *Sales Order* model, the :guilabel:`Customer` field is a :guilabel:`Many2One` field pointing at the *Contact* model. This allows **many** sales orders to be linked to **one** contact (customer)."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:0
msgid "Diagram showing a many2one relationship"
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:345
msgid "To prevent users from creating a new record in the linked model, tick :guilabel:`Disable creation`."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:347
msgid "To prevent users from opening records in a pop-up window, tick :guilabel:`Disable opening`."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:348
msgid "To help users only select the right record, click on :guilabel:`Domain` to create a filter."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:350
msgid ":guilabel:`Badge`: displays the value inside a rounded shape, similar to a tag. The value cannot be edited on the UI."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:357
msgid "One2Many (`one2many`)"
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:359
msgid "The :guilabel:`One2Many` field is used to display the existing relations between a record on the current model and multiple records from another model."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:363
msgid "You could add a :guilabel:`One2Many` field on the *Contact* model to look at **one** customer's **many** sales orders."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:0
msgid "Diagram showing a one2many relationship"
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:371
msgid "To use a :guilabel:`One2Many` field, the two models must have been linked already using a :ref:`Many2One field <studio/fields/relational-fields/many2one>`. One2Many relations do not exist independently: a reverse-search of existing Many2One relations is performed."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:378
msgid "Lines (`one2many`)"
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:380
msgid "The :guilabel:`Lines` field is used to create a table with rows and columns (e.g., the lines of products on a sales order)."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:384
msgid "To modify the columns, click on the :guilabel:`Lines` field and then :guilabel:`Edit List View`. To edit the form that pops up when a user clicks on :guilabel:`Add a line`, click on :guilabel:`Edit Form View` instead."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:0
msgid "Example of a Lines field"
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:397
msgid "Many2Many (`many2many`)"
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:399
msgid "The :guilabel:`Many2Many` field is used to link multiple records from another model to multiple records on the current model. Many2Many fields can use :guilabel:`Disable creation`, :guilabel:`Disable opening`, :guilabel:`Domain`, just like :ref:`Many2One fields <studio/fields/relational-fields/many2one>`."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:405
msgid "On the *Task* model, the :guilabel:`Assignees` field is a :guilabel:`Many2Many` field pointing at the *Contact* model. This allows a single user to be assigned to **many** tasks and **many** users to be assigned to a single task."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:0
msgid "Diagram showing many2many relationships"
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:413
msgid ":guilabel:`Checkboxes`: users can select several values using checkboxes."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:414
msgid ":guilabel:`Tags`: users can select several values appearing in rounded shapes, also known as *tags*. This has the same effect as selecting the :ref:`Tags field <studio/fields/relational-fields/tags>`."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:421
msgid "Tags (`many2many`)"
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:423
msgid "The :guilabel:`Tags` field is used to display several values from another model appearing in rounded shapes, also known as *tags*. This field type is a :ref:`Many2Many field <studio/fields/relational-fields/many2many>` with the :guilabel:`Tags` widget selected by default. Consequently, the :guilabel:`Checkboxes` and :guilabel:`Many2Many` widgets have the same effects as described under :ref:`Many2Many <studio/fields/relational-fields/many2many>`."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:430
msgid "To display tags with different background colors, tick :guilabel:`Use colors`."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:0
msgid "Example of a Tags field"
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:441
msgid "Related Field (`related`)"
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:443
msgid "A :guilabel:`Related Field` is not a relational field per se; no relationship is created between models. It uses an existing relationship to fetch and display information from another record."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:447
msgid "To display the email address of a customer on the *Sales Order* model, use the :guilabel:`Related Field` `partner_id.email` by selecting :guilabel:`Customer` and then :guilabel:`Email`."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:455
msgid ":guilabel:`Invisible`: When it is not necessary for users to view a field on the UI, tick :guilabel:`Invisible`. It helps clear the UI by only showing the essential fields depending on a specific situation."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:460
msgid "On the *Form* view of the *Contact* model, the :guilabel:`Title` field only appears when :guilabel:`Individual` is selected, as that field would not be helpful for a :guilabel:`Company` contact."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:465
msgid "The :guilabel:`Invisible` attribute also applies to Studio. To view hidden fields inside Studio, click on a view's :guilabel:`View` tab and tick :guilabel:`Show Invisible Elements`."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:469
msgid ":guilabel:`Required`: If a field should always be completed by the user before being able to proceed, tick :guilabel:`Required`."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:471
msgid ":guilabel:`Read only`: If users should not be able to modify a field, tick :guilabel:`Read only`."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:474
msgid "You can choose to apply these three properties only for specific records by clicking on :guilabel:`Conditional` and creating a filter."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:477
msgid ":guilabel:`Label`: The :guilabel:`Label` is the field's name on the UI."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:480
msgid "This is not the same name as used in the PostgreSQL database. To view and change the latter, activate the :ref:`Developer mode <developer-mode>`, and edit the :guilabel:`Technical Name`."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:483
msgid ":guilabel:`Help Tooltip`: To explain the purpose of a field, write a description under :guilabel:`Help Tooltip`. It is displayed inside a tooltip box when hovering with your mouse over the field's label."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:486
msgid ":guilabel:`Placeholder`: To provide an example of how a field should be completed, write it under :guilabel:`Placeholder`. It is displayed in light gray in lieu of the field's value."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:488
msgid ":guilabel:`Widget`: To change the default appearance or functionality of a field, select one of the available widgets."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:490
msgid ":guilabel:`Default value`: To add a default value to a field when a record is created, use :guilabel:`Default value`."
msgstr ""
#: ../../content/applications/productivity/studio/fields.rst:492
msgid ":guilabel:`Limit visibility to groups`: To limit which users can see the field, select a user access group."
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:3
msgid "Models, modules, and apps"
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:5
msgid "Models determine the logical structure of a database and how data is stored, organized, and manipulated. In other words, a model is a table of information that can be linked with other tables. A model usually represents a business concept, such as a *sales order*, *contact*, or *product*."
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:9
msgid "Modules and apps contain various elements, such as models, views, data files, web controllers, and static web data."
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:13
msgid "All apps are modules. Larger, standalone modules are typically referred to as apps, whereas other modules usually serve as add-ons to said apps."
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:19
msgid "Suggested features"
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:21
msgid "When you create a new model or app with Studio, you can choose to add up to 14 features to speed up the creation process. These features bundle fields, default settings, and views that are usually used together to provide some standard functionality. Most of these features can be added later on, but adding them from the start makes the model creation process much easier. Furthermore, these features interact together in some cases to increase their usefulness."
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:28
msgid "Creating a model with the :ref:`studio/models-modules-apps/suggested-features/picture` and :ref:`studio/models-modules-apps/suggested-features/pipeline-stages` features enabled adds the image in the card layout of the :ref:`Kanban view <studio/views/multiple-records/kanban>`."
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:0
msgid "Combination of the Picture and Pipeline stages features on the Kanban view"
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:39
msgid "Contact details"
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:41
msgid "Selecting :guilabel:`Contact details` adds to the :ref:`Form view <studio/views/general/form>` a :ref:`Many2One field <studio/fields/relational-fields/many2one>` linked to the *Contact* model and two of its :ref:`Related Fields <studio/fields/relational-fields/related-field>`: :guilabel:`Phone` and :guilabel:`Email`. The :guilabel:`Contact` field is also added to the :ref:`List view <studio/views/multiple-records/list>`, and the :ref:`Map view <studio/views/multiple-records/map>` is activated."
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:0
msgid "Contact details feature on the Form view"
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:57
msgid "User assignment"
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:59
msgid "Selecting :guilabel:`User assignment` adds to the :ref:`Form view <studio/views/general/form>` a :ref:`Many2One field <studio/fields/relational-fields/many2one>` linked to the *Contact* model, with the following :guilabel:`Domain`: `Share User is not set` to only allow the selection of *Internal Users*. In addition, the :guilabel:`many2one_avatar_user` widget is used to display the user's avatar. The :guilabel:`Responsible` field is also added to the :ref:`List view <studio/views/multiple-records/list>`."
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:0
msgid "User assignment feature on the Form view"
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:75
msgid "Date & Calendar"
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:77
msgid "Selecting :guilabel:`Date & Calendar` adds to the :ref:`Form view <studio/views/general/form>` a :ref:`Date field <studio/fields/simple-fields/date>` and activates the :ref:`Calendar view <studio/views/timeline/calendar>`."
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:84
msgid "Date range & Gantt"
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:86
msgid "Selecting :guilabel:`Date range & Gantt` adds to the :ref:`Form view <studio/views/general/form>` two :ref:`Date fields <studio/fields/simple-fields/date>` next to each other: one to set a start date, the other to set an end date, using the :guilabel:`daterange` widget, and activates the :ref:`Gantt view <studio/views/timeline/gantt>`."
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:94
msgid "Pipeline stages"
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:96
msgid "Selecting :guilabel:`Pipeline stages` activates the :ref:`Kanban view <studio/views/multiple-records/kanban>`, adds several fields such as :ref:`Priority <studio/fields/simple-fields/priority>` and :guilabel:`Kanban State`, and three stages: :guilabel:`New`, :guilabel:`In Progress`, and :guilabel:`Done`. The :guilabel:`Pipeline status bar` and the :guilabel:`Kanban State` field are added to the :ref:`Form view <studio/views/general/form>`. The :guilabel:`Color` field is added to the :ref:`List view <studio/views/multiple-records/list>`."
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:105
msgid "The :guilabel:`Pipeline stages` feature can be added at a later stage."
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:110
msgid "Tags"
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:112
msgid "Selecting :guilabel:`Tags` adds to the :ref:`studio/views/general/form` and :ref:`studio/views/multiple-records/list` views a :ref:`Tags field <studio/fields/relational-fields/tags>`, creating a *Tag* model with preconfigured access rights in the process."
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:120
msgid "Picture"
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:122
msgid "Selecting :guilabel:`Picture` adds to the top-right of the :ref:`Form view <studio/views/general/form>` an :ref:`Image field <studio/fields/simple-fields/image>`."
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:126
msgid "The :guilabel:`Picture` feature can be added at a later stage."
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:131
msgid "Lines"
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:133
msgid "Selecting :guilabel:`Lines`: adds to the :ref:`Form view <studio/views/general/form>` a :ref:`Lines field <studio/fields/relational-fields/lines>` inside a :guilabel:`Tab` component."
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:139
msgid "Notes"
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:141
msgid "Selecting :guilabel:`Notes` adds to the :ref:`Form view <studio/views/general/form>` an :ref:`Html field <studio/fields/simple-fields/html>` using the full width of the form."
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:147
msgid "Monetary value"
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:149
msgid "Selecting :guilabel:`Monetary value` adds to the :ref:`studio/views/general/form` and :ref:`studio/views/multiple-records/list` views a :ref:`Monetary field <studio/fields/simple-fields/monetary>`. The :ref:`studio/views/reporting/graph` and :ref:`studio/views/reporting/pivot` views are also activated."
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:155
msgid "A *Currency* field is added and hidden from the view."
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:160
msgid "Company"
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:162
msgid "Selecting :guilabel:`Company` adds to the :ref:`studio/views/general/form` and :ref:`studio/views/multiple-records/list` views a :ref:`Many2One field <studio/fields/relational-fields/many2one>` linked to the *Company* model."
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:167
msgid "This is only useful if you work in a multi-company environment."
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:172
msgid "Custom Sorting"
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:174
msgid "Selecting :guilabel:`Custom Sorting` adds to the :ref:`List view <studio/views/multiple-records/list>` a drag handle icon to manually reorder records."
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:0
msgid "Custom Sorting feature on the List view"
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:186
msgid "Chatter"
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:188
msgid "Selecting :guilabel:`Chatter` adds to the :ref:`Form view <studio/views/general/form>` Chatter functionalities (sending messages, logging notes, and scheduling activities)."
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:192
msgid "The :guilabel:`Chatter` feature can be added at a later stage."
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:0
msgid "Chatter feature on the Form view"
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:203
msgid "Archiving"
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:205
msgid "Selecting :guilabel:`Archiving` adds to the :ref:`studio/views/general/form` and :ref:`studio/views/multiple-records/list` views the :guilabel:`Archive` action and hides archived records from searches and views by default."
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:212
msgid "Export and import customizations"
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:214
msgid "When you do any customization with Studio, a new module named :guilabel:`Studio customizations` is added to your database."
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:217
msgid "To export these customizations, go to :menuselection:`Main dashboard --> Studio --> Customizations --> Export` to download a ZIP file containing all customizations."
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:220
msgid "To import and install these customizations in another database, connect to the destination database and go to :menuselection:`Main dashboard --> Studio --> Customizations --> Import`, then upload the exported ZIP file before clicking on the :guilabel:`Import` button."
msgstr ""
#: ../../content/applications/productivity/studio/models_modules_apps.rst:225
msgid "Before importing, make sure the destination database contains the same apps and modules as the source database. Studio does not add the underlying modules as dependencies of the exported module."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:3
msgid "PDF reports"
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:5
msgid "With Studio, you can :ref:`edit existing PDF reports <studio/pdf-reports/edit>` (e.g., invoices, quotations, etc.) or :ref:`create new ones <studio/pdf-reports/edit>`."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:11
msgid "Default layout"
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:13
msgid "The default layout of reports is managed outside Studio. Go to :menuselection:`Settings`, then, in the :guilabel:`Companies` section, click :guilabel:`Configure Document Layout`. Layout settings are company-specific but apply to all reports."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:18
msgid "You can see how the different settings affect the report layout in the report preview on the right, or download a sample invoice PDF by clicking :guilabel:`Download PDF Preview`."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:21
msgid "Use the following settings:"
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:25
msgid ":guilabel:`Layout`: 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:34
msgid "Boxed"
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:0
msgid "Boxed report layout sample"
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:39
msgid "Bold"
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:0
msgid "Bold report layout sample"
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:44
msgid "Striped"
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:0
msgid "Striped report layout sample"
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:51
msgid ":guilabel:`Font`: Seven fonts are available: Lato, Roboto, Open Sans, Montserrat, Oswald, Raleway, and Tajawal (which supports Arabic and Latin scripts). Go to the `Google Fonts website <https://fonts.google.com/>`_ to preview them."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:57
msgid ":guilabel:`Company logo`: Click the :guilabel:`Edit` button to upload or change the logo. This adds the logo to the company’s record on the *Company* model, which you can access by going to :menuselection:`Settings` and then clicking :guilabel:`Update Info` in the :guilabel:`Companies` section."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:64
msgid ":guilabel:`Colors`: Change the primary and secondary colors used to structure reports. The default colors are automatically generated based on the colors of the logo."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:69
msgid ":guilabel:`Layout background`: The following backgrounds are available:"
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:71
msgid ":guilabel:`Blank`: nothing is displayed."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:72
msgid ":guilabel:`Geometric`: an image featuring geometric shapes is displayed in the background."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:73
msgid ":guilabel:`Custom`: upload a custom background image."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:77
msgid ":guilabel:`Company tagline`: This is displayed in 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:82
msgid ":guilabel:`Company details`: These are displayed in 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:87
msgid ":guilabel:`Footer`: This text is used in the footer of :ref:`external reports <studio/pdf-reports/header-footer/external>`. You can add multiple lines of text. You can also edit the footer using the :ref:`report editor <studio/pdf-reports/edit>`."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:93
msgid ":guilabel:`Paper format`: to define the default paper size of reports. You can select :guilabel:`A4` (21 cm x 29.7 cm), :guilabel:`US Letter` (21.59 cm x 27.54 cm), or :guilabel:`QR codes page`. This can also be defined for individual reports in the :guilabel:`Paper format` field in :ref:`Studio <studio/pdf-reports/create>`."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:101
msgid "Creating new PDF reports"
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:103
msgid "To create a new report for a model, access the model, click the **Toggle Studio** button, then click :guilabel:`Reports`. Click :guilabel:`New` and, in the popup window that opens, select the type of report. This is solely used to determine what is displayed in the header and footer:"
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:109
msgid ":guilabel:`External`:"
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:111
msgid "The header displays the company's :ref:`logo <studio/pdf-reports/default-layout/logo>`, :ref:`tagline <studio/pdf-reports/default-layout/tagline>`, and :ref:`details <studio/pdf-reports/default-layout/details>`."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:114
msgid "The footer displays the values set in the :ref:`Footer <studio/pdf-reports/default-layout/footer>` field and the page number."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:117
msgid ":guilabel:`Internal`: The header displays the user's current date and time, :guilabel:`Company Name`, and page number. There is no footer."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:120
msgid ":guilabel:`Blank`: There is neither a header nor a footer. Click in the upper left corner of the page to edit the report."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:123
msgid "Once you have created the report, you can start :ref:`editing it <studio/pdf-reports/edit>`."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:128
msgid "Editing PDF reports"
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:130
msgid "To access the reports available for a model, access the model (e.g., sales orders), click the **Toggle Studio** button, then click :guilabel:`Reports`. Select an existing report to open it or :ref:`create a new one <studio/pdf-reports/create>`."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:135
msgid "Alternatively, you can also open Studio, click :guilabel:`Reports`, and search for a specific report or model."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:139
msgid "It is strongly recommended to **duplicate** the standard report and perform changes in the duplicated version. To duplicate a report, hover the mouse pointer on the top right corner of the report, click the vertical ellipsis icon (:guilabel:`⋮`), and then select :guilabel:`Duplicate`."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:0
msgid "Duplicating a PDF report"
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:148
msgid "Options"
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:150
msgid "Once you've selected or created a report, you can use the options in the left part of the screen to:"
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:152
msgid "Change the :guilabel:`Report name`. The new name is applied everywhere (in Studio, under the :guilabel:`Print` button, and in the PDF file name)."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:154
msgid "Modify the :guilabel:`Paper format`. If no value is selected, the format defined in the :ref:`default layout <studio/pdf-reports/default-layout/paper>` is used."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:156
msgid ":guilabel:`Show in print menu`: to add the report in the :guilabel:`Print` menu available from the record."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:158
msgid ":guilabel:`Reload from attachment`: to save the report as an attachment on the record the first time it is generated and reload the original version of the report any subsequent time. This is legally required for invoices and is mainly used in this case."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:161
msgid ":guilabel:`Limit visibility to groups`: to limit the availability of the PDF report to specific :doc:`user groups <../../general/users/access_rights>`."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:163
msgid ":guilabel:`Edit sources`: to modify the report directly in the :ref:`XML file <studio/pdf-reports/XML-editing>`."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:165
msgid ":guilabel:`Reset report`: to discard all changes made to the report and reset it to its standard version."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:167
msgid ":guilabel:`Print preview`: to generate and download a report preview."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:170
msgid "Report editor"
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:172
msgid "The report editor allows you to modify the formatting and contents of the report."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:175
msgid "You can :guilabel:`Undo` or :guilabel:`Redo` changes using the related buttons or the shortcuts `CTRL Z` and `CTRL Y`."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:178
msgid "Changes are saved automatically when you leave the report or manually using the :guilabel:`Save` button."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:181
msgid "You can reset the report to its standard version by clicking the :guilabel:`Reset report` button in the left part of the screen."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:185
msgid "Editing the header and footer of a report impacts all standard and custom reports."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:188
msgid "Conditional blocks"
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:190
msgid "The dashed rectangles represent **conditional blocks** (*if/else* statements). These are used to show/hide content based on specific conditions. Click on the block to view the conditions."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:-1
msgid "View conditions applied to a block."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:196
msgid "Select a value to preview its corresponding output and edit it if necessary."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:-1
msgid "Preview the output of another condition."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:202
msgid "Conditions can only be edited in :ref:`XML <studio/pdf-reports/XML-editing>`."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:205
msgid "Other content"
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:207
msgid "There are two types of text content in reports:"
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:209
msgid "Static text, i.e., the text that's not highlighted in blue, which can be modified directly in the editor."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:211
msgid "Dynamic text, i.e., the text that's highlighted in blue, which is replaced by field values when the report is generated, e.g., the SO number or the quotation date."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:214
msgid "You can add content (e.g., fields, lists, tables, images, banners, etc.) to the report using commands. Type `/` to open the :ref:`powerbox <knowledge/powerbox>`, then type the command's name or select it from the list."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:218
msgid "To add static text to the report, type the text where you want it."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:220
msgid "For more advanced changes, you can :ref:`edit the report in the XML directly <studio/pdf-reports/XML-editing>`."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:226
msgid "Add a field"
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:228
msgid "To add a field, type `/` and select the :guilabel:`Field` command. In the list that opens, select or search for the field; click the right arrow next to the field name to access the list of related fields if needed. Then, specify the default value and press `Enter`."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:-1
msgid "Select a related field."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:236
msgid "Add a data table"
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:238
msgid "Data tables are used to display :ref:`relational fields <studio/fields/relational-fields>`. To add a data table, type `/`, select the :guilabel:`Dynamic Table` command, and select the relation to be displayed in the table."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:243
msgid "Only relations of type `one2many` or `many2many` can be displayed as data tables."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:245
msgid "Once the table has been added, you can add columns using the table tools. Position the cursor on top of the column, then click the purple rectangle and select an option."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:-1
msgid "Add a column in a dynamic table."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:251
msgid "You can then insert the :ref:`field of your choice <studio/pdf-reports/add-field>` in the columns. The dialog box that opens shows the source object for the field (e.g., the *Tag* model) and the list of available fields."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:-1
msgid "List of available fields for the Tag model."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:259
msgid "The default row automatically iterates over the field's content, generating a row on the report for each field value (e.g., one row per tag). You can add static content rows above or below the generated rows using the table tools."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:262
msgid "You can also add data tables by :ref:`modifying the report's XML <studio/pdf-reports/XML-editing>`."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:265
msgid "Formatting"
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:267
msgid "To format text in the report, select it, then format it using the options in the :ref:`knowledge/text-editor`."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:0
msgid "Format text using the text editor."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:276
msgid "Editing the report's XML"
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:279
msgid "Modifying the XML directly may result in report issues during :doc:`upgrades <../../../administration/upgrade>`. If this happens, simply copy your changes from the old database into your upgraded database."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:283
msgid "To edit the report's XML, click :guilabel:`Edit sources` in the left pane."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:286
msgid "Examples"
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:290
msgid "Sometimes, tables are not properly recognized as such due to complex structures. In those cases, you can still modify them manually in the report XML. For example, with a sales order, you can find the following structure in the XML (simplified for documentation purposes):"
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:318
msgid "To modify a table, you must ensure that each row has the same number of data cells. For example, in the case above, you need to add a cell in the header section (with e.g., the column title) and another one in the body section with the field content (usually, with a `t-out` or `t-field` directive)."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:344
msgid "Cells can span multiple rows or columns. For more information, go to the `Mozilla Developer Network website <https://developer.mozilla.org/en-US/docs/Learn/HTML/Tables/Basics>`_."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:347
msgid "For example, you can modify the **Quotation/Order** report to add a column to display the product category in the main table:"
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:0
msgid "Add a Product Category column in a SO."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:376
msgid "To add a table in XML, you need to know the names of the fields and objects you wish to access and display. As an example, let's add a table that details the tags on a sales order:"
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:0
msgid "Add a data table in XML"
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:407
msgid "When adding tables manually, style them using `Bootstrap classes <https://getbootstrap.com/docs/5.1/content/tables>`_, like the `table` class included in the example above."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:413
msgid "If you want to show/hide content based on specific conditions, you can manually add `if/else` control statements in the report XML."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:416
msgid "For example, if you want to hide a custom data table if there are no tags, you can use the `t-if` attribute to define the condition, which is then evaluated as `True` or `False`. The table will not be displayed if there are no tags in the quotation."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:445
msgid "If you want to display another block in case the `t-if` statement is evaluated as `False`, you can specify it using the `t-else` statement. The `t-else` block must directly follow the `t-if` block in the document structure. There is no need to specify any condition in the `t-else` attribute. As an example, let's show a quick message explaining that there are no tags on the quotation:"
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:477
msgid "By using the `t-if/t-else` notation, the report editor recognizes that these sections are mutually exclusive and should be displayed as conditional blocks:"
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:0
msgid "Output preview if there are tags."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:483
msgid "You can switch conditions using the editor to preview their output:"
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:0
msgid "Output preview if there are no tags."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:488
msgid "If you wish to have multiple options, you can also use `t-elif` directives to add intermediary conditions. For example, this is how the title of sales order reports changes based on the condition of the underlying document."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:501
msgid "The title *Pro-Forma Invoice* is used depending on some contextual conditions. If these conditions are not met and the state of the document is either `draft` or `sent`, then *Quotation* is used. If none of those conditions are met, the report's title is *Order*."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:507
msgid "Working with images in a report can be challenging, as precise control over image size and behavior is not always obvious. You can insert image fields using the report editor (:ref:`by using the /Field command <studio/pdf-reports/add-field>`), but inserting them in XML using the `t-field` directive and accompanying `t-options` attributes provides better sizing and positioning control."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:513
msgid "For example, the following code outputs the field `image_128` of the line's product as a 64px-wide image (with an automatic height based on the image's aspect ratio)."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:520
msgid "The following options are available for image widgets:"
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:522
msgid "`width`: width of the image, usually in pixels or CSS length units (e.g., `rem`) (leave empty for auto-width)."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:524
msgid "`height`: height of the image, usually in pixels or CSS length units (e.g., `rem`) (leave empty for auto-height)."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:526
msgid "`class`: CSS classes applied on the `img` tag; `Bootstrap classes <https://getbootstrap.com/docs/5.1/content/tables>`_ are available."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:528
msgid "`alt`: alternative text of the image"
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:529
msgid "`style`: style attribute; it allows you to override styles more freely than with `Bootstrap classes <https://getbootstrap.com/docs/5.1/content/tables>`_."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:532
msgid "These attributes must contain strings, i.e., text enclosed within quotes within quotes, e.g., `t-options-width=\"'64px'\"` (or, alternatively, a valid Python expression)."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:536
msgid "The image widget cannot be used on an `img` tag. Instead, set the `t-field` directive on a `span` (for inline content) or `div` (for block content) node."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:539
msgid "For example, let's add a column with the product image in the quotation table:"
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:567
msgid "The `t-options-width` attribute restricts the image width to 64 pixels, and the Bootstrap classes used in `t-options-class` create a thumbnail-like border with rounded corners and a shadow."
msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:0
msgid "Add a column with the product image in the quotation table."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:3
msgid "Views"
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:5
msgid "Views are the interface that allows displaying the data contained in a model. One model can have several views, which are simply different ways to show the same data. In Studio, views are organized into four categories: :ref:`general <studio/views/general>`, :ref:`multiple records <studio/views/multiple-records>`, :ref:`timeline <studio/views/timeline>`, and :ref:`reporting <studio/views/reporting>`."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:12
msgid "To change the default view of a model, go to :menuselection:`Studio --> Views --> Dropdown menu (⋮) --> Set as Default`."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:16
msgid "You can modify views by using the built-in XML editor. To do so, activate :ref:`Developer mode <developer-mode>`, go to the view you want to edit, select the :guilabel:`View` tab and then click on :guilabel:`</> XML`."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:21
msgid "If you are editing a view using the XML editor, avoid making changes directly to standard views and inherited views, as those would be reset and would not be kept in case of an update or module upgrade. Always make sure you select the right Studio inherited views. Indeed, when you modify a view in Studio by drag-and-dropping a new field, a specific Studio inherited view and its XPath, the latter which defines which part of the view is modified, are automatically generated."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:31
msgid "General views"
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:34
#: ../../content/applications/productivity/studio/views.rst:97
#: ../../content/applications/productivity/studio/views.rst:195
#: ../../content/applications/productivity/studio/views.rst:311
msgid "The settings described below are found under the view's :guilabel:`View` tab unless specified otherwise."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:40
msgid "Form"
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:42
msgid "The :guilabel:`Form` view is used when creating and editing records, such as contacts, sales orders, products, etc."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:45
msgid "To structure a form, drag-and-drop the :guilabel:`Tabs and Columns` element found under the :guilabel:`+ Add` tab."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:47
#: ../../content/applications/productivity/studio/views.rst:132
msgid "To prevent users from creating, editing, or deleting records, untick :guilabel:`Can Create`, :guilabel:`Can Edit`, or :guilabel:`Can Delete`."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:0
msgid "Sales order model's Form view"
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:59
msgid "Activity"
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:61
msgid "The :guilabel:`Activity` view is used to schedule and have an overview of activities (emails, calls, etc.) linked to records."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:65
msgid "This view can only be modified within Studio by editing the XML code."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:0
msgid "Lead/Opportunity model's Activity view"
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:76
msgid "Search"
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:78
msgid "The :guilabel:`Search` view is added on top of other views to filter, group, and search records."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:80
msgid "To add custom :guilabel:`Filters` and structure them using :guilabel:`Separators`, go to the :guilabel:`+ Add` tab and drag and drop them under :guilabel:`Filters`."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:82
msgid "To add an existing field under the search dropdown menu, go to the :guilabel:`+ Add` tab and drag-and-drop it under :guilabel:`Autocompletion Fields`."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:0
msgid "Project model's Search view on the Kanban view"
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:94
msgid "Multiple records views"
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:103
msgid "Kanban"
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:105
msgid "The :guilabel:`Kanban` view is often used to support business flows by moving records across stages or as an alternative way to display records inside *cards*."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:109
msgid "If the :guilabel:`Kanban` view exists, it is used by default to display data on mobile devices instead of the :ref:`List view <studio/views/multiple-records/list>`."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:112
msgid "To prevent users from creating new records, untick :guilabel:`Can Create`."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:113
msgid "To create records directly within the view, in a minimalistic form, enable :guilabel:`Quick Create`."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:115
msgid "To change the way records are grouped by default, select a new group under :guilabel:`Default Group by`."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:0
msgid "Project model's Kanban view"
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:127
msgid "List"
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:129
msgid "The :guilabel:`List` view is used to overview many records at once, look for records, and edit simple records."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:134
msgid "To create and edit records directly within the view, select either :guilabel:`New record on top` or :guilabel:`New record at the bottom` under :guilabel:`Editable`."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:138
msgid "This prevents users from opening records in :ref:`Form view <studio/views/general/form>` from the :guilabel:`List` view."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:141
msgid "To edit several records at once, tick :guilabel:`Enable Mass Editing`."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:142
msgid "To change the way records are sorted by default, select a field under :guilabel:`Sort By`."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:145
msgid "To add a drag handle icon to reorder records manually, add an :ref:`Integer field <studio/fields/simple-fields/integer>` with the :guilabel:`Handle` widget."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:0
msgid "Drag handle icon enabling to sort records manually in List view"
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:0
msgid "Sales order model's List view"
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:161
msgid "Map"
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:163
msgid "The :guilabel:`Map` view is used to display records on a map. For example, it is used in the Field Service app to plan an itinerary between different tasks."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:167
msgid "A :ref:`Many2One field <studio/fields/relational-fields/many2one>` linked to the *Contact* model is required to activate the view, as the contact address is used to position records on the map."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:170
msgid "To select which kind of contact should be used on the map, select it under :guilabel:`Contact Field`."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:172
msgid "To hide the name or the address of the record, tick :guilabel:`Hide name` or :guilabel:`Hide Address`."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:174
msgid "To add information from other fields, select them under :guilabel:`Additional Fields`."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:175
msgid "To have a route suggested between the different records, tick :guilabel:`Enable Routing` and select which field should be used to sort records for the routing."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:0
msgid "Task model's Map view"
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:187
msgid "Timeline views"
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:190
msgid "When you first activate one of the timeline views, you need to select which :ref:`Date <studio/fields/simple-fields/date>` or :ref:`Date & Time <studio/fields/simple-fields/date-time>` fields on your model should be used to define when the records start and stop in order to display them on the view. You can modify the :guilabel:`Start Date Field` and :guilabel:`Stop Date Field` after activating the view."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:203
msgid "The :guilabel:`Calendar` view is used to overview and manage records inside a calendar."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:205
msgid "To create records directly within the view instead of opening the :ref:`Form view <studio/views/general/form>`, enable :guilabel:`Quick Create`."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:209
msgid "This only works on specific models that can be *quick-created* using only a *name*. However, most models do not support quick creation and open the :guilabel:`Form` view to fill in the required fields."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:213
msgid "To color records on the calendar, select a field under :guilabel:`Color`. All the records sharing the same value for that field are displayed using the same color."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:217
msgid "As the number of colors is limited, the same color can end up being assigned to different values."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:220
msgid "To display events lasting the whole day at the top of the calendar, select a :ref:`Checkbox field <studio/fields/simple-fields/checkbox>` that specifies if the event lasts the whole day."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:223
msgid "To choose the default time scale used to display events, select :guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` under :guilabel:`Default Display Mode`."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:227
msgid "You can also use :guilabel:`Delay Field` to display the duration of the event in hours by selecting a :ref:`Decimal <studio/fields/simple-fields/decimal>` or :ref:`Integer <studio/fields/simple-fields/integer>` field on the model which specifies the duration of the event. However, if you set an :guilabel:`End Date Field`, the :guilabel:`Delay Field` will not be taken into account."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:0
msgid "Calendar Event model's Calendar view"
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:242
msgid "Cohort"
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:244
msgid "The :guilabel:`Cohort` view is used to examine the life cycle of records over a time period. For example, it is used in the Subscriptions app to view the subscriptions' retention rate."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:247
msgid "To display a measure (i.e., the aggregated value of a given field) by default on the view, select a :guilabel:`Measure Field`."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:249
msgid "To choose which time interval is used by default to group results, select :guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` under :guilabel:`Interval`."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:251
msgid "To change the cohort :guilabel:`Mode`, select either :guilabel:`Retention` :dfn:`the percentage of records staying over a period of time, it starts at 100% and decreases with time` or :guilabel:`Churn` :dfn:`the percentage of records moving out over a period of time - it starts at 0% and increases with time`."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:255
msgid "To change the way the :guilabel:`Timeline` (i.e., the columns) progresses, select either :guilabel:`Forward` (from 0 to +15) or :guilabel:`Backward` (from -15 to 0). For most purposes, the :guilabel:`Forward` timeline is used."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:0
msgid "Subscription model's Cohort view"
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:268
msgid "Gantt"
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:270
msgid "The :guilabel:`Gantt` view is used to forecast and examine the overall progress of records. Records are represented by a bar under a time scale."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:273
msgid "To prevent users from creating or editing records, untick :guilabel:`Can Create` or :guilabel:`Can Edit`."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:275
msgid "To fill cells in gray whenever a record should not be created there (e.g., on weekends for employees), tick :guilabel:`Display Unavailability`."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:279
msgid "The underlying model must support this feature, and support for it cannot be added using Studio. It is supported for the Project, Time Off, Planning, and Manufacturing apps."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:282
msgid "To show a total row at the bottom, tick :guilabel:`Display Total row`."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:283
msgid "To collapse multiple records in a single row, tick :guilabel:`Collapse First Level`."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:284
msgid "To choose which way records are grouped by default on rows (e.g., per employee or project), select a field under :guilabel:`Default Group by`."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:286
msgid "To define a default time scale to view records, select :guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` under :guilabel:`Default Scale`."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:288
msgid "To color records on the view, select a field under :guilabel:`Color`. All the records sharing the same value for that field are displayed using the same color."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:292
msgid "As the number of colors is limited, the same color can be assigned to different values."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:294
msgid "To specify with which degree of precision each time scale should be divided by, select :guilabel:`Quarter Hour`, :guilabel:`Half Hour`, or :guilabel:`Hour` under :guilabel:`Day Precision`, :guilabel:`Half Day` or :guilabel:`Day` under :guilabel:`Week Precision`, and :guilabel:`Month Precision`."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:0
msgid "Planning Shift model's Gantt view"
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:308
msgid "Reporting views"
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:317
msgid "Pivot"
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:319
msgid "The :guilabel:`Pivot` view is used to explore and analyze the data contained in records in an interactive manner. It is especially useful to aggregate numeric data, create categories, and drill down the data by expanding and collapsing different levels of data."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:323
msgid "To access all records whose data is aggregated under a cell, tick :guilabel:`Access records from cell`."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:325
msgid "To divide the data into different categories, select field(s) under :guilabel:`Column grouping`, :guilabel:`Row grouping - First level`, or :guilabel:`Row grouping - Second level`."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:327
msgid "To add different types of data to be measured using the view, select a field under :guilabel:`Measures`."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:329
msgid "To display a count of records that made up the aggregated data in a cell, tick :guilabel:`Display count`."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:0
msgid "Purchase Report model's Pivot view"
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:341
msgid "Graph"
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:343
msgid "The :guilabel:`Graph` view is used to showcase data from records in a bar, line, or pie chart."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:345
msgid "To change the default chart, select :guilabel:`Bar`, :guilabel:`Line`, or :guilabel:`Pie` under :guilabel:`Type`."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:347
msgid "To choose a default data dimension (category), select a field under :guilabel:`First dimension` and, if needed, another under :guilabel:`Second dimension`."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:349
msgid "To select a default type of data to be measured using the view, select a field under :guilabel:`Measure`."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:351
msgid "*For Bar and Line charts only*: To sort the different data categories by their value, select :guilabel:`Ascending` (from lowest to highest value) or :guilabel:`Descending` (from highest to lowest) under :guilabel:`Sorting`."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:354
msgid "*For Bar and Pie charts only*: To access all records whose data is aggregated under a data category on the chart, tick :guilabel:`Access records from graph`."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:356
msgid "*For Bar charts only*: When using two data dimensions (categories), display the two columns on top of each other by default by ticking :guilabel:`Stacked graph`."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:0
msgid "Sales Analysis Report model's Bar chart on Graph view"
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:368
msgid "Dashboard"
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:370
msgid "The :guilabel:`Dashboard` view is used to display multiple reporting views and key performance indicators. Which elements are displayed on the view depends on the configuration of the other reporting views."
msgstr ""
#: ../../content/applications/productivity/studio/views.rst:0
msgid "Sales Analysis Report model's Dashboard view"
msgstr ""
#: ../../content/applications/productivity/to_do.rst:3
msgid "To-do"
msgstr ""
#: ../../content/applications/productivity/to_do.rst:5
msgid "To-do assists you in organizing and managing personal tasks."
msgstr ""
#: ../../content/applications/productivity/to_do.rst:8
msgid "Creating to-dos"
msgstr ""
#: ../../content/applications/productivity/to_do.rst:10
msgid "To create a to-do, click :guilabel:`New` or the plus button (:guilabel:`➕`) next to a stage name. Add a title to your to-do, then click :guilabel:`Add` to save it or :guilabel:`Edit` to access more options."
msgstr ""
#: ../../content/applications/productivity/to_do.rst:14
msgid "If you choose to :guilabel:`Edit` a to-do, you have the option to add :guilabel:`Tags`, :guilabel:`Assignees`, or more information using the Odoo Editor."
msgstr ""
#: ../../content/applications/productivity/to_do.rst:18
msgid "Adding :guilabel:`Assignees` shares the to-do with the users selected."
msgstr ""
#: ../../content/applications/productivity/to_do.rst:19
msgid "Type `/` in the editor box to structure and format your content. You can also add media, links, and widgets."
msgstr ""
#: ../../content/applications/productivity/to_do.rst:23
msgid "You can create a new to-do on the fly from anywhere in Odoo by opening the **command palette tool** with the keyboard shortcut ´ctrl+k´ and clicking :guilabel:`Add a To-Do`, or by clicking the clock button and then :guilabel:`Add a To-Do`."
msgstr ""
#: ../../content/applications/productivity/to_do.rst:0
msgid "Adding a to-do on the fly"
msgstr ""
#: ../../content/applications/productivity/to_do.rst:31
msgid "Converting to-dos into project tasks"
msgstr ""
#: ../../content/applications/productivity/to_do.rst:33
msgid "If you use the :doc:`Project app <../services/project>`, you can convert to-dos into project tasks. To do so, open a to-do and click the gear button (:guilabel:`⚙`), then :guilabel:`Convert to Task`."
msgstr ""
#: ../../content/applications/productivity/to_do.rst:36
msgid "Next, select the :guilabel:`Project`, :guilabel:`Assignees`, and :guilabel:`Tags`, then click :guilabel:`Convert to Task`. The to-do is now a project task and appears in the selected project."
msgstr ""
#: ../../content/applications/productivity/to_do.rst:-1
msgid "Converting a to-do into a task"
msgstr ""
#: ../../content/applications/productivity/to_do.rst:43
msgid "Managing the to-do pipeline"
msgstr ""
#: ../../content/applications/productivity/to_do.rst:45
msgid "Your assigned **to-dos** are displayed on the app dashboard. You can drag and drop a to-do to move it from one stage to another."
msgstr ""
#: ../../content/applications/productivity/to_do.rst:-1
msgid "Example of a to-do pipeline"
msgstr ""
#: ../../content/applications/productivity/to_do.rst:52
msgid "Click the :guilabel:`+ Personal Stage` button on the left of the pipeline to create a new stage."
msgstr ""
#: ../../content/applications/productivity/to_do.rst:54
msgid "Click the gear button (:guilabel:`⚙`) next to a stage to :guilabel:`Fold`, :guilabel:`Edit`, or :guilabel:`Delete` it."
msgstr ""
#: ../../content/applications/productivity/to_do.rst:0
msgid "Stage settings button"
msgstr ""
#: ../../content/applications/productivity/to_do.rst:61
msgid "Scheduling activities"
msgstr ""
#: ../../content/applications/productivity/to_do.rst:63
msgid "To schedule an activity on a to-do, click the clock button on the app dashboard, then the :guilabel:`+ Schedule an activity` button."
msgstr ""
#: ../../content/applications/productivity/to_do.rst:-1
msgid "Scheduling an activity from the To-do dashboard"
msgstr ""
#: ../../content/applications/productivity/to_do.rst:69
msgid "To create the activity:"
msgstr ""
#: ../../content/applications/productivity/to_do.rst:71
msgid "Select an :guilabel:`Activity Type`."
msgstr ""
#: ../../content/applications/productivity/to_do.rst:72
msgid "Select a :guilabel:`Due date`."
msgstr ""
#: ../../content/applications/productivity/to_do.rst:73
msgid "Choose who the activity should be :guilabel:`Assigned to`."
msgstr ""
#: ../../content/applications/productivity/to_do.rst:74
msgid "Add a brief :guilabel:`Summary` if needed. You can add a more elaborate description in the :guilabel:`Log a note` box."
msgstr ""
#: ../../content/applications/productivity/to_do.rst:77
msgid "Click :guilabel:`Schedule` to complete the action."
msgstr ""
#: ../../content/applications/productivity/to_do.rst:80
msgid "The :guilabel:`To Do` activity is *not* a to-do task. Selecting it does not create a to-do task."
msgstr ""
#: ../../content/applications/productivity/to_do.rst:83
msgid "Viewing to-dos in the Project app"
msgstr ""
#: ../../content/applications/productivity/to_do.rst:85
msgid "If you use the :doc:`Project app <../services/project>`, your to-dos also appear as private tasks under the :guilabel:`My Tasks` view."
msgstr ""
#: ../../content/applications/productivity/to_do.rst:-1
msgid "Example of a \"My Tasks\" pipeline in the Project app"
msgstr ""
#: ../../content/applications/productivity/to_do.rst:92
msgid "A padlock icon is visible on your private tasks to quickly identify them among your project tasks."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:3
msgid "WhatsApp"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:5
msgid "**WhatsApp** is an instant messaging and voice-over-IP app that allows users to send messages, make calls, and share content. Businesses can use `WhatsApp Business <https://developers.facebook.com/products/whatsapp/>`_ to communicate with their customers by text, send documents and provide support."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:11
msgid "WhatsApp is an Odoo Enterprise-only application that does not work in Odoo Community edition. To sign up for Odoo Enterprise edition, click here: `Odoo Free Trial <https://www.odoo.com/trial>`_."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:15
msgid "For more information on migrating from Odoo Community version to Odoo Enterprise version see this documentation: :doc:`../../../administration/maintain/enterprise`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:18
msgid "With the **Odoo WhatsApp** app, a company can connect a WhatsApp Business Account (WABA) to an Odoo database, which allows for the following:"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:21
msgid "Receive and reply to WhatsApp messages directly from an Odoo database"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:22
msgid "Create new templates with dynamic placeholders/variables"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:23
msgid "Send pre-approved templates that use dynamic variables, such as:"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:25
msgid "Quotations from the Sales app"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:26
msgid "Receipts and invoices from the Point of Sale app"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:27
msgid "Tickets from the Events app"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:30
msgid "`Meta Business: create message templates for the WhatsApp Business account <https://www.facebook.com/business/help/2055875911147364>`_."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:32
msgid "`Meta Business: connect a phone number to the WhatsApp Business account <https://www.facebook.com/business/help/456220311516626>`_."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:34
msgid "`Meta Business: change the WhatsApp Business display name <https://www.facebook.com/business/help/378834799515077>`_."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:37
msgid "WhatsApp is a messaging service operated by Meta, which is the parent company of Facebook. WhatsApp is commonly used as a communication tool in many countries and by many businesses. This documentation will cover the integration of a WhatsApp Business Account with Odoo. The company's Meta account is configured in Odoo via an :abbr:`API (Application Programming Interface)` connection."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:43
msgid "The WhatsApp connector supports two flows: company initiated, and customer initiated. A company can initiate a discussion by sending a template to one or more people. Once the template is sent, the recipient can answer in order to trigger a discussion between the sender and the receiver (a *Discuss* chat window will pop up if the customer answers within 15 days)."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:48
msgid "If the discussion is initiated by the client (e.g. by sending to the company's public WhatsApp number), then Odoo will open a group chat with all operators responsible for this WhatsApp channel."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:52
msgid "It is recommended to set up multiple WhatsApp accounts for different departments. For example, the help desk team and sales teams can chat on different channels."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:56
msgid "WhatsApp configuration in a Meta"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:58
msgid "A WhatsApp integration with Odoo uses a standard :abbr:`API (Application Programming Interface)` connection, and is configured on Meta in the following steps:"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:61
msgid "Create a Meta business account"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:62
msgid "Create a Meta developer account"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:63
msgid "Setup an *app* and WhatsApp *product* on Meta's developer console"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:64
msgid "Test the API connection."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:66
msgid "Once connected, messages are then sent and received through Odoo's *Discuss* application using the WhatsApp :abbr:`API (Application Programming Interface)`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:70
msgid "Meta business account setup"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:72
msgid "To create a Business account with Meta (owner of Facebook) navigate to: `Facebook Business Manager <https://business.facebook.com/overview>`_. Begin by clicking :guilabel:`Create account` and then enter the business name, the administrator's name, and a work email address. Then click :guilabel:`Next`, and a pop-up window will appear prompting to confirm the email address. After confirming, click :guilabel:`Done` to close the window."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:78
msgid "Next, follow the instructions in the email sent by Facebook to confirm the creation of the business account and to complete the setup process."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:82
msgid "`Set up a Meta business account <https://www.facebook.com/business/help/1710077379203657?id=180505742745347>`_."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:86
msgid "If the business account is linked to a personal Facebook account then the administrator must toggle between the personal account to the business account for the remainder of the configuration."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:90
msgid "To toggle to the business account navigate to the `Facebook Developer Console <https://developers.facebook.com>`_ and click on the *account name* in the upper right corner. Under the :guilabel:`Business Accounts` heading, click on the desired business that the WhatsApp configuration should take place in. This will be the account for which Odoo will send and receive WhatsApp messages."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:0
msgid "Toggle between Meta personal and business accounts."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:101
msgid "In order to create a Meta business account, the user must already have a personal Facebook account that has existed for a minimum of one hour prior to setting up the Facebook Business account. Trying to create the business account prior to this time will result in an error."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:106
msgid "App creation"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:108
msgid "On the `Meta for Developers <https://developers.facebook.com>`_ dashboard, sign in with the Meta developer account. If no account is configured yet, link a Facebook account to create a Meta developer account."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:113
msgid "A Facebook *developer* account is different than a Facebook *business* account. While developer accounts are made up of personal Facebook accounts, business accounts are **not** as they represent a business and manage all of the business's assets in Meta, such as apps."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:118
msgid "`Set up the WhatsApp Business Platform <https://www.facebookblueprint.com/student/collection/409587/path/360218>`_."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:121
msgid "Click on :guilabel:`My Apps` in the top right corner after successfully signing in to the Meta developer account. This will redirect the administrator to all the apps the developer has configured in this specific developer account. Click on :guilabel:`Create App` to begin the process of configuring a new Meta application."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:127
msgid "App type"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:129
msgid "On the :menuselection:`Create an app` page, select :guilabel:`Other` under the section labeled, :guilabel:`Looking for something else?`, and then click :guilabel:`Next` to be directed to another page in order to select the app type. Then, click on the first option listed under the :guilabel:`Select an app type` label, titled :guilabel:`Business`. This selection allows for the creation and management of the WhatsApp :abbr:`API (Application Programming Interface)`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:135
msgid "Now, click :guilabel:`Next` to configure the app, as desired. When the app *type* has been configured, the administrator will move onto the app *details* section."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:139
msgid "App details"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:141
msgid "On the :guilabel:`Details` section of the :guilabel:`Create an app` process, enter `Odoo` in the field under the :guilabel:`Add an app name` label."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:145
msgid "The app name can be changed at a later time in the settings, if necessary."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:148
msgid "Trademarks and branded elements may not be used in this text section. These include the Meta group of companies. Do not include the word: `WhatsApp` or the system will flag this in error."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:151
msgid "Next, enter the developer email address in the field under the :guilabel:`App contact email` label."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:153
msgid "Lastly, set the :guilabel:`Business Account - Optional` field to the Meta business account profile, using the drop-down menu. To finish, click :guilabel:`Create app`. This action will create the app and prompts the *Meta Platform Terms* and *Developer Policies* agreements."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:157
msgid "To accept the agreements, enter the Facebook password for security purposes, and click :guilabel:`Submit` to finalize the app creation. The browser will then direct to the :guilabel:`Meta for Developers` dashboard."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:162
msgid "If the Meta business account is prohibited from advertising, claiming an app won't be allowed. To resolve this issue navigate to `<https://business.facebook.com/business>`_ for assistance."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:165
msgid "For more information, see `Meta's documentation on advertising restrictions <https://www.facebook.com/business/help/975570072950669>`_."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:169
msgid "Add a WhatsApp product to the app"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:171
msgid "Now that the basic structure of the app has been created, a product will need to be added to the app. Begin by accessing the Meta app dashboard by navigating to `<https://developers.facebook.com/apps>`_, and clicking on the app that is being configured."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:175
msgid "On the next page: since WhatsApp will be used, click :guilabel:`Set up` next to the box containing WhatsApp, located towards the bottom of the page."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:179
msgid "`Meta's WhatsApp developer documentation <https://developers.facebook.com/docs/whatsapp/>`_."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:181
msgid "The page then directs to the configuration page for the :guilabel:`WhatsApp Business Platform API`. Use the drop-down menu to select the Meta business to be configured for the :guilabel:`Select a Meta Business Account` option, and then click :guilabel:`Continue` to confirm the selection."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:186
msgid "When :guilabel:`Continue` is clicked, the administrator agrees to Meta's terms and conditions as linked on the :guilabel:`Meta App Dashboard`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:190
msgid "Once the WhatsApp product is added to the app, Meta will provide a WhatsApp test phone number with 5 test messages."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:194
msgid "Start using the WhatsApp API"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:196
msgid "After finishing the previous WhatsApp product wizard, and clicking :guilabel:`Continue`, the browser should have directed to the WhatsApp :guilabel:`Quickstart` page; this :guilabel:`Quickstart` page is where to begin configuring the WhatsApp API by adding a phone number and then sending an initial test message."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:-1
msgid "Navigating to the WhatsApp quickstart wizard in Meta for Developer dashboard."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:206
msgid "If the browser isn't on the :guilabel:`Quickstart` page for WhatsApp, navigate to `<https://developers.facebook.com/apps>`_ and click on the app that is being configured, (the app name is `Odoo` if the instructions above were followed)."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:210
msgid "Then, in the menu on the left-hand side of the page, click the :guilabel:`v (menu toggle)` icon next to the :guilabel:`WhatsApp` section heading. A small menu will open, containing the following options:"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:214
msgid ":guilabel:`Quickstart`"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:215
msgid ":guilabel:`API Setup`"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:216
msgid ":guilabel:`Configuration`"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:218
msgid "Click the :guilabel:`Quickstart` option, and then click :guilabel:`Start using the API`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:221
msgid "API Setup"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:223
msgid "After clicking on :guilabel:`Start using the API`, the page navigates to the :guilabel:`API Setup`. Now that the test number has been created, a test message can be sent to confirm that WhatsApp is working properly. To begin, navigate to the section on the page labeled :guilabel:`Send and receive messages` and click the drop-down menu next to :guilabel:`To`, under :guilabel:`Step 1 Select phone numbers`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:229
msgid "Now, select the only option available: :guilabel:`Manage phone number list`. Follow the steps and add up to five numbers to send the free test messages to. After entering the appropriate country code and phone number, click on :guilabel:`Next`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:234
msgid "Adding a phone number to send to in this step will allow for a successful test to be sent by the terminal. This is critical to ensure the WhatsApp :abbr:`API (Application Programming Interface)` is working."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:238
msgid "A verification code from WhatsApp Business is then sent to the phone number, which needs to be input on the next screen to verify ownership of the number. Enter the verification code and click :guilabel:`Next` to verify the number."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:243
msgid "Send a test message via terminal"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:245
msgid "Next, send a test message via the terminal. Under the section labeled :guilabel:`Step 2 Send messages with the API`, click :guilabel:`Send Message`. A test message will then be sent to the phone number that was set in the previous section."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:249
msgid "Upon successfully receiving the message to the number, move onto the next section to produce and configure webhooks."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:255
msgid "WhatsApp configuration in Odoo"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:257
msgid "The next steps configured in this section are all within the Odoo database. A few different values for a token, phone number, and account IDs all need to be configured in Odoo; these values are necessary in order to create a :guilabel:`Callback URL` and :guilabel:`Webhook Verify Token`, which are then used to configure the webhooks (in order to receive messages back into the database)."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:262
msgid "In Odoo, navigate to :menuselection:`WhatsApp app --> Configuration --> WhatsApp Business Accounts`. Then click :guilabel:`New` to configure the WhatsApp business account in Odoo."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:265
msgid "In another browser tab, navigate to :menuselection:`https://developers.facebook.com --> My Apps --> WhatsApp --> API Configuration`, and then copy the following values from the Meta developer console into the corresponding fields in Odoo:"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:273
#: ../../content/applications/productivity/whatsapp.rst:677
msgid "Name"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:274
msgid "Meta Console"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:275
msgid "Odoo Interface"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:276
msgid "Phone"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:277
msgid ":guilabel:`Phone number ID`"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:278
msgid ":guilabel:`Phone Number ID`"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:279
msgid "Token"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:280
msgid ":guilabel:`Temporary access token`"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:281
msgid ":guilabel:`Access Token`"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:282
msgid "App ID"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:283
#: ../../content/applications/productivity/whatsapp.rst:284
msgid ":guilabel:`App ID`"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:285
msgid "Account ID"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:286
msgid ":guilabel:`WhatsApp Business Account ID`"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:287
msgid ":guilabel:`Account ID`"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:289
msgid "To retrieve the :guilabel:`App Secret`, navigate to the Meta developer console, `<https://developers.facebook.com/apps>`_ and select the app that Odoo is being configured in. Then in the left-side menu, under :guilabel:`App settings`, select :guilabel:`Basic`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:293
msgid "Next, click :guilabel:`Show` next to the field :guilabel:`App secret`, and enter the account password to verify ownership. Copy the :guilabel:`App secret` and then paste that copied value into the :guilabel:`App Secret` field on the Odoo :guilabel:`WhatsApp Business Account` configuration dashboard."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:298
msgid "To complete the setup of the WhatsApp business account in Odoo, click :guilabel:`Test Connection`. A successful message in green will populate in the upper-right corner of the dashboard if the configuration is set correctly."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:303
msgid "Configuring webhooks"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:305
msgid "To configure the webhooks for WhatsApp in Odoo, navigate to `<https://developers.facebook.com/apps>`_ and select the app that Odoo is being configured in. Next under the :guilabel:`WhatsApp` menu heading on the left side of the screen, click on the :guilabel:`API Setup` menu item. Finally go to the section marked :guilabel:`Step 3: Configure webhooks to receive messages` and click on :guilabel:`Configure webhooks`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:312
msgid "Another way to configure *Webhooks* is to navigate to `<https://developers.facebook.com/apps>`_ and select the app that Odoo is being configured in. Then select :guilabel:`Webhooks` in the left hand menu."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:0
msgid "Manually navigating to the Whatsapp webhooks configuration."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:320
msgid "On the :menuselection:`Webhook configuration` page, click on :guilabel:`Edit`, where both the :guilabel:`Callback URL` and :guilabel:`Webhook Verify Token` values from the Odoo will be added."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:324
msgid "Both the :guilabel:`Callback URL` and :guilabel:`Webhook Verify Token` values were automatically populated after clicking on :guilabel:`Test Connection` in the previous step."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:327
msgid "In a separate browser window, retrieve the necessary values in Odoo by navigating to :menuselection:`WhatsApp app --> Configuration --> WhatsApp Business Accounts` and select the account that is being configured. Locate the values under the section labeled :guilabel:`Receiving Messages`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:332
msgid "Copy and paste the :guilabel:`Callback URL` from Odoo into the :guilabel:`Callback URL` field in Meta. Similarly, copy and paste the :guilabel:`Webhook Verify Token` into the :guilabel:`Verify Token` field on the Meta developer console, as well."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:336
msgid "Finally, click :guilabel:`Verify and save` to record the values in the Meta developer console."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:339
msgid "Webhook fields"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:341
msgid "Now input individual webhook fields into Meta's developer console, under the :guilabel:`Webhook fields` section. Click :guilabel:`Manage` and when the pop-up window appears, check the boxes in the :guilabel:`Subscribe` column for the following *field names*:"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:345
msgid "account_update"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:346
msgid "message_template_quality_update"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:347
msgid "message_template_status_update"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:348
msgid "messages"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:349
msgid "template_category_update"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:351
msgid "After making the selections, click :guilabel:`Done`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:353
msgid "The finished :guilabel:`Webhooks` configuration will appear like this in the Meta developer console:"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:-1
msgid "WhatsApp webhooks set in the Meta developer console."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:360
msgid "The :guilabel:`Webhook fields` will only appear once the subscription is confirmed using the :guilabel:`Callback URL` and :guilabel:`Webhook Verify Token`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:364
msgid "`Meta's WhatsApp documentation on setting webhooks <https://developers.facebook.com/docs/whatsapp/cloud-api/guides/set-up-webhooks>`_."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:368
msgid "Add phone number"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:370
msgid "To configure the phone number to use for WhatsApp in Odoo, navigate back to the Meta developer console (`<https://developers.facebook.com/apps>`_) and again select the app that Odoo is being configured in. Under the :guilabel:`WhatsApp` menu heading on the left side of the screen, click on the :guilabel:`API Setup` menu item. From there, go to the section marked: :guilabel:`Step 5: Add a phone number`, and click on :guilabel:`Add phone number`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:376
msgid "In the fields, enter a :guilabel:`Business name` as well as a :guilabel:`Business website or profile page`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:380
msgid "The :guilabel:`Business website or profile page` field can be a social media page's :abbr:`URL (Uniform Resource Locator)`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:383
msgid "Complete filling out the business information by next selecting the country that the company does business in from the drop-down menu in the :guilabel:`Country` section. Add an address if desired, however, this information is optional. After adding the location, click :guilabel:`Next` to continue."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:388
msgid "The following page contains information for the :guilabel:`WhatsApp Business profile`. Complete the following sections, accordingly:"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:391
msgid ":guilabel:`WhatsApp Business Profile Display Name`"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:392
msgid ":guilabel:`Timezone`"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:393
msgid ":guilabel:`Category`"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:394
msgid ":guilabel:`Business description` (optional)"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:396
msgid "Once these sections are complete, click :guilabel:`Next`. The page refreshes and then prompts the administrator to :guilabel:`Add a phone number for WhatsApp` in the respective field. Here, enter the phone number to configure in WhatsApp."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:401
msgid "`Migrate an Existing WhatsApp Number to a Business Account <https://developers.facebook.com/docs/whatsapp/cloud-api/get-started/migrate-existing-whatsapp- number-to-a-business-account>`_."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:405
msgid "Next, choose a verification method for the phone number. Select either :guilabel:`Text message` or :guilabel:`Phone call`, and then click :guilabel:`Next` proceed."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:408
msgid "The phone number entered will receive either a text or a phone call by WhatsApp with a code, depending on the verification method chosen. Enter that verification code into the :guilabel:`Verification code` field and click :guilabel:`Next` to finish."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:413
msgid "If a payment method hasn't been added this will be necessary to proceed. `Visit Meta's documentation on how to add a payment method in Meta's Business Manager <https://www.facebook.com/business/help/915454841921082?id=180505742745347>`_. This is part of Meta's fraud detection system, in order to ensure that the account/company are real a payment method is required to proceed."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:420
msgid "`Meta for Developers: Add a Phone Number <https://developers.facebook.com/docs/whatsapp/cloud-api/get-started/add-a-phone-number>`_."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:426
msgid "Permanent token"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:428
msgid "After configuration and testing are complete, a permanent token should be created to replace the :guilabel:`Temporary token`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:432
msgid "`Meta for Developers: System User Access Tokens <https://developers.facebook.com/docs/whatsapp/business-management-api/get-started#system-user- access-tokens>`_."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:436
msgid "Begin by navigating to `<https://business.facebook.com/>`_ and then go to :menuselection:`Business settings --> User --> System Users`. Select an existing system user or create a new system user by clicking on :guilabel:`Add`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:440
msgid "Assets now must be added to the system user and then a permanent token can be generated."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:442
msgid "Click on :guilabel:`Add assets`, and when the pop-up window appears select :guilabel:`Apps` under the :guilabel:`Select asset type`. Then, select the Odoo app and toggle the permissions to *On* under the :guilabel:`Full control` option. Set this new permission setting by clicking :guilabel:`Save Changes`, to which a confirmation window will appear, acknowledging the addition of the asset to the system user. Finish by clicking :guilabel:`Done`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:448
msgid "Next, the permanent token will be generated. Click on :guilabel:`Generate new token`, and a pop-up window will appear asking which app this token should be generated for. Select the :guilabel:`App` that this token is for. Then determine the expiration date of either :guilabel:`60 days` or :guilabel:`Never`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:453
msgid "Finally, when Meta asks which permissions should the system user allow, add all of the following permissions:"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:456
msgid "WhatsApp_business_messaging"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:457
msgid "WhatsApp_business_management"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:459
msgid "When permissions are set, click :guilabel:`Generate token`. Copy the token value that populates on the screen that follows."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:462
msgid "With that token value, update the :guilabel:`Access Token` field in the WhatsApp business account in Odoo by navigating to :menuselection:`WhatsApp app --> Configuration --> WhatsApp Business Accounts`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:467
msgid "Go live with the Meta app"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:469
msgid "Finally, to launch the app, the Meta app must be set to :guilabel:`Live` in the Meta developer console. Navigate to `<https://developers.facebook.com/apps>`_ and click on the app that is being configured. In the top menu, toggle the :guilabel:`App Mode` field from :guilabel:`Development` to :guilabel:`Live`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:475
msgid "If the app status is not set to *live*, then the database will only be able to contact the test numbers specified in the developer console."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:479
msgid "A privacy policy URL must be set in order for the app to be set to live. Go to the Meta developer console, `<https://developers.facebook.com/apps>`_ and select the app that Odoo is being configured in. Then, using the menu on the left side of the screen, go to :menuselection:`App Settings --> Basic`. Then, enter the privacy policy hyperlink address under the :guilabel:`Privacy Policy URL` field of the form. Click :guilabel:`Save changes` to apply the privacy policy to the app."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:486
msgid "Once the app has gone live in the Meta developer console, a confirmation email is sent to the administrator."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:492
msgid "WhatsApp templates"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:494
msgid "WhatsApp templates are saved messages that are used repeatedly to send messages from the database. They allow users to send quality communications, without having to compose the same text repeatedly."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:497
msgid "Creating different templates that are tailored to specific situations lets users choose the right message for the right audience. This increases the quality of the message and the overall engagement rate with the customer."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:501
msgid "WhatsApp templates can be created on both the Odoo and Meta consoles. The following process will overview the process for creating templates in Odoo and then afterward in Meta."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:505
msgid "WhatsApp has an approval process that must be completed before the template can be used. :ref:`productivity/whatsapp/approval`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:511
msgid "Creating templates in Odoo"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:513
msgid "To access and create WhatsApp templates, begin by navigating to the :menuselection:`WhatsApp app --> Templates` dashboard."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:516
msgid "At the bottom of an individual template's form, there are three tabs: :guilabel:`Body`, :guilabel:`Buttons`, and :guilabel:`Variables`; these three tabs combined create the WhatsApp template."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:520
msgid "The text is entered into the :guilabel:`Body` tab, and dynamic content that is called out in the :guilabel:`Body` tab is specified in the :guilabel:`Variables` tab. Every piece of dynamic content (e.g., placeholders) in the message (body) is specifically called out and specified in the :guilabel:`Variables` tab."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:525
msgid "Templates are prefabricated layouts that allow users to send professional looking messages to customers. These templates are capable of containing dynamic data that will populate in the end message using variables that are set in the template configuration. For example, messages can contain the end user's name, call out specific products, or reference a sales order, to name a few convenient and impactful variables."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:531
msgid "To create a WhatsApp template, go to the :menuselection:`WhatsApp app --> Templates` dashboard and click :guilabel:`New`. On the form, enter a :guilabel:`Name` for the template, and select a :guilabel:`Language`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:536
msgid "In order to complete this next task, administrator access rights are needed to edit the :guilabel:`Applies to` field. See this :doc:`access rights documentation <../general/users/access_rights>` for more information."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:540
msgid "In the :guilabel:`Account` drop-down menu, select the *WhatsApp business account* in Odoo that this template should link to. Next, under the :guilabel:`Applies to` field select the *model* the server action will apply to for this template."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:545
msgid "These models can also be accessed in :ref:`developer mode <developer-mode>`. On a contact form (or similar relevant form in Odoo), navigate to the model that will be referenced, and hover over any field name. A box of backend information will reveal itself with the specific Odoo :guilabel:`Model` name in the backend. Search (using the front-end name) for this model in the :guilabel:`Applies to` drop-down menu in the WhatsApp template."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:552
msgid "Often when changing the model or :guilabel:`Applies to` field, the :guilabel:`Phone Field` may produce an error The :guilabel:`Phone Field` should always be set to the `Phone` or `Mobile` model."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:556
msgid "To search available fields, type in the front-end name in the :guilabel:`Search...` box. This will find a result from all of the available fields for the model (:guilabel:`Applies to`) that the template is created for."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:561
msgid "In order to find specific fields, multiple levels may need to be navigated in the search results box. Use the :guilabel:`> (right chevron)` and :guilabel:`⬅️ (left arrow)` icons to navigate between the menu levels."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:-1
msgid "Searching for the phone field in the search bar."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:569
msgid "Change the :guilabel:`Category` to fit either a :guilabel:`Marketing`, :guilabel:`Utility`, or :guilabel:`Authentication` category. In most instances the first two options will be used, unless the user would like to send a password reset or something security related. Set to :guilabel:`Marketing` should there be anything promotional being sent and set to :guilabel:`Utility` should there be general transactional messages being sent (i.e., sales order, event ticket, etc)."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:576
msgid "Specifying an incorrect category can cause a flag/rejected status from Meta during the approval process."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:579
msgid "Add any :guilabel:`Users` that are allowed to use this template. In the right-side column, a :guilabel:`Header type` can be configured along with a :guilabel:`Header message`, as well."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:582
msgid "The available :guilabel:`Header types` are as follows:"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:584
msgid "Text"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:585
msgid "Image"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:586
msgid "Video"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:587
msgid "Document"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:588
msgid "Location (variables need to be set)"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:590
msgid "Navigate to the :guilabel:`Body` tab to configure the main message of the template."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:592
msgid "When all the necessary changes are made to the template, click on the :guilabel:`Submit for approval` button in the upper-left corner. This will cause the status of the template to change to :guilabel:`Pending`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:596
msgid "The status will remain in :guilabel:`Pending` until a decision has been made by Meta, whereby a confirmation email will then be sent indicating that the template has been approved (or rejected). The templates will then need to be synced from the Odoo database."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:600
msgid "See this section for more information on :ref:`syncing templates <productivity/whatsapp/sync>`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:603
msgid "There are pre-configured demo data templates available in Odoo to use or modify. These templates can be used as-is or modified to suit a specific business need."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:606
msgid "To use these templates, navigate to :menuselection:`WhatsApp app --> Templates` and select a pre-configured template. Click :guilabel:`Submit for Approval` to start the approval process. An email will be sent to the administrator of the Meta account when the template has been approved."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:611
msgid "Buttons"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:613
msgid "Buttons can be added into the message from the :guilabel:`Buttons` tab. Enter the :guilabel:`Type` (either :guilabel:`Visit Website`, :guilabel:`Call Number`, or :guilabel:`Quick Reply`), and then specify the :guilabel:`Button Text`, :guilabel:`Call Number` or :guilabel:`Website URL` (including :guilabel:`Url Type`), depending on the :guilabel:`Type` of button."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:619
msgid "Buttons can also be added on the Meta business console. See Meta's WhatsApp template dashboard by navigating to `<https://business.facebook.com/wa/manage/home>`_. Then go to :menuselection:`Account tools --> Message templates`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:624
msgid "Using placeholders and variables"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:626
msgid "Dynamic variables reference certain fields within the Odoo database to produce unique data in the WhatsApp message when using a template. Dynamic variables are encoded to display fields from within the database, referencing fields from within a model."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:631
msgid "Many companies like to customize their WhatsApp messages with a personalized piece of customer information to grab attention. This can be accomplished in Odoo by referencing a field within a model by setting a dynamic variable. For example, a customer's name can be referenced in the email from the :guilabel:`Customer` field on the :guilabel:`Sales Order` model."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:-1
msgid "WhatsApp message with dynamic variables highlighted."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:640
msgid "Dynamic variables can be added in to the :guilabel:`Body` by adding :guilabel:`placeholders` in the *text*. To add a placeholder in the *message body* enter the following text `{{1}}`. For the second placeholder enter `{{2}}` and increase incrementally as more placeholders are added to the text."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:645
msgid "*The following is the text from payment receipt template body:*"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:647
msgid "Dear {{1}},"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:0
msgid "Here is your invoice *{{2}}* from *{{3}}* for a total of *{{4}}{{5}}*."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:0
msgid "To review your invoice or pay online: {{6}}"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:652
msgid "Thank you"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:655
msgid ":ref:`productivity/whatsapp/templates`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:657
msgid "These placeholders must be configured on the :guilabel:`Variables` tab of the template before submitting for approval from Meta. To edit the dynamic variables on a template, first change the :guilabel:`Type` to :guilabel:`Field of Model`. This allows Odoo to reference a field within a model to produce unique data in the message being sent."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:662
msgid "Next, edit the :guilabel:`Field` of the dynamic variables. The :guilabel:`Applies to` field in the template should be edited prior to ensure the correct model and field are referenced."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:665
msgid "To search the available fields, type in the front-end name of the field in the search box. This will find a result from all of the available fields for the model (:guilabel:`Applies to`) that the template is created for. There may be multiple levels that need to be configured."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:670
msgid "The following is an example of the variables set for the above placeholders in the payment receipt noted above:"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:678
msgid "Sample Value"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:679
msgid "Type"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:680
msgid "Field"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:681
msgid "body - {{1}}"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:682
msgid "Azure Interior"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:683
#: ../../content/applications/productivity/whatsapp.rst:687
#: ../../content/applications/productivity/whatsapp.rst:691
#: ../../content/applications/productivity/whatsapp.rst:695
#: ../../content/applications/productivity/whatsapp.rst:699
msgid "Field of Model"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:684
msgid "`Partner`"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:685
msgid "body - {{2}}"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:686
msgid "INV/2022/00001"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:688
msgid "`Number`"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:689
msgid "body - {{3}}"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:690
msgid "My Company"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:692
msgid "`Company`"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:693
msgid "body - {{4}}"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:694
msgid "$"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:696
msgid "`Currency > Symbol`"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:697
msgid "body - {{5}}"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:698
msgid "4000"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:700
msgid "`Amount`"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:701
msgid "body - {{6}}"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:702
msgid "\\https://.."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:703
msgid "Portal link"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:707
msgid "For example, in the :guilabel:`Body` tab, if the following is typed, \"Hello {{1}},\", then `{{1}}` must be set in the :guilabel:`Variables` tab. For this specific case, the message should greet the customer by name, so the `{{1}}` should be configured to populate the `{{1}}` :guilabel:`Field` with the :guilabel:`Customer` name."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:713
msgid "Customizing WhatsApp templates is out of the scope of Odoo Support."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:718
msgid "Meta template approval"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:720
msgid "After updating the dynamic variables on the template, the template needs to be submitted to Meta for approval again. Click :guilabel:`Submit for Approval` to start the approval process. An email will be sent to the administrator of the Meta account when the template has been approved."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:724
msgid "Following the approval from Meta, sync the templates again in the Odoo database. See this documentation: :ref:`productivity/whatsapp/sync`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:728
msgid "To see the status to Meta's WhatsApp template dashboard by navigating to `<https://business.facebook.com/wa/manage/home>`_. Then go to :menuselection:`Account tools --> Message templates`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:735
msgid "Syncing templates"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:737
msgid "Templates must be synced on the Odoo database once they are approved by the Meta team. To do so, begin by navigating to :menuselection:`WhatsApp app --> Configuration --> WhatsApp Business Accounts` and select the configuration that should be synced. Under the section marked :menuselection:`Sending messages`, towards the bottom, click on :guilabel:`Sync Templates`. Meta will update the templates that are approved so that they can be utilized with various apps in the database."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:-1
msgid "Syncing Meta WhatsApp templates to the Odoo database, with the 'Sync Templates'\n"
"highlighted."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:749
msgid "A successful message in green appears in the upper-right corner with the number of templates updated."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:753
msgid "Templates can also be synced individually from the template itself. Navigate to the :menuselection:`WhatsApp app --> Templates` dashboard and select the template to sync. Then, click on the :guilabel:`Sync Template` button located in the top menu of the template's form."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:758
msgid "Creating templates in Meta"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:760
msgid "First, navigate to `Meta's WhatsApp template dashboard <https://business.facebook.com/wa/manage/home>`_, and then go to :menuselection:`Account tools --> Message templates`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:-1
msgid "Account tools highlighted in business manager with the manage templates link highlighted."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:768
msgid "To create a WhatsApp template, click on the blue :guilabel:`Create template` button, and then select the :guilabel:`Category`. The options listed include: :guilabel:`Marketing`, :guilabel:`Utility`, and :guilabel:`Authentication`. In most instances the first two options will be used, unless the user would like to send a password reset or something security related."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:773
msgid "Enter the :guilabel:`Name` of the template and then select the :guilabel:`Language` for the template."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:777
msgid "Multiple languages can be selected by typing the language name(s) and selecting the other languages as needed."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:-1
msgid "Template configuration options listed, with Marketing, Utility, Name and Language\n"
"highlighted."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:785
msgid "After making the appropriate selections, click on :guilabel:`Continue` in the upper-right corner. The page redirects to the :guilabel:`Edit template` page. Here the :guilabel:`Header`, :guilabel:`Body`, :guilabel:`Footer` and :guilabel:`Buttons` are configured. To the right of the template is a preview of what the template will look like in production."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:-1
msgid "Edit the template using a header, body, footer and buttons."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:794
msgid "When all the necessary changes are made to the template, click on the :guilabel:`Submit` button in the upper-right corner. A confirmation window appears to confirm the language— click :guilabel:`Confirm` to approve and then another window appears stating that the template will be submitted to Meta for review and approval."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:799
msgid "The :guilabel:`Status` of the template will remain in :guilabel:`In review` until a decision has been made by Meta. Once an email confirmation is received approving the template, the templates will need to be synced from within the Odoo database."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:804
msgid "For more information on configuring templates on the Meta developer console visit `Meta's WhatsApp template documentation <https://developers.facebook.com/docs/whatsapp/business-management-api/message-templates/>`_."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:809
msgid "Notifications"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:811
msgid "Notifications in WhatsApp are handled similar to a message conversation in Odoo. A pop-up window appears with the received conversation from the customer. By default, notifications are set in the WhatsApp business account configuration in Odoo."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:815
msgid "Notification settings can be adjusted by navigating to :menuselection:`WhatsApp app --> Configuration --> WhatsApp Business Accounts`. From there, select the account and scroll down to the :menuselection:`Control` section where notifications are handled. Under the :guilabel:`Notify users` heading, type in the field which user(s) should be notified for this particular WhatsApp channel."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:821
msgid "Once a conversation is initiated between a user and a customer, notifications to all the users specified in the WhatsApp business account configuration won't occur. Only notifications to the user(s) in the conversation will occur. Should the user not respond within 15 days, the customer's reply after the 15 days will populate once again to all the users specified in the WhatsApp configuration."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:828
msgid "Adding users to chat"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:830
msgid "Users can be added to a WhatsApp chat by expanding the WhatsApp pop-up window. WhatsApp conversations are located in the *Discuss* app. Click on the :guilabel:`👤+ (add user)` icon next to it, and a window appears to invite users to the conversation."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:-1
msgid "Adding users to a WhatsApp conversation, with the add user icon highlighted."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:839
msgid "WhatsApp API FAQ"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:842
msgid "Verification"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:844
msgid "As of February 1, 2023, if the Meta app requires advanced level access to permissions, a complete business verification may need to be completed. This includes submitting office business documents to Meta. `See this documentation <https://developers.facebook.com/docs/development/release/business-verification>`_."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:850
msgid "`Meta's WhatsApp access verification documentation <https://developers.facebook.com/docs/development/release/access-verification/>`_."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:854
msgid "Template errors"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:856
msgid "Editing templates can cause tracebacks and errors unless the exact process is followed above, here: (:ref:`productivity/whatsapp/templates`)."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:860
msgid "Duplicate validation error"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:862
msgid "When syncing the templates there may be an instance when there are multiple templates with the same name on Meta's business manager and in Odoo. This causes a duplicate validation error. To correct this issue, rename the duplicate template name on Odoo and sync the templates once again by following the steps here: :ref:`productivity/whatsapp/sync`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:-1
msgid "User error populated in Odoo when a duplicate template exists."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:872
msgid "Token errors"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:875
msgid "User error"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:877
msgid "Should the temporary token not be replaced with a permanent token a user error will populate in Odoo when testing the connection after sending fails. To correct this issues see :ref:`productivity/whatsapp/token`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:-1
msgid "User error populated in Odoo when token expires."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:886
msgid "System user error 100"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:888
msgid "Should the system user be an :guilabel:`Employee` when setting up the permanent token, a user error 100 will populate."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:891
msgid "To correct this error, create an :guilabel:`Admin` system user, following the process outlined here: :ref:`productivity/whatsapp/token`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:-1
msgid "User error populated in Odoo when an employee token is generated instead of a Admin user."
msgstr ""
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