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[IMP] Discuss: Canned responses
closes odoo/documentation#12690
X-original-commit: 9ec9b88f76
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Co-authored-by: Felicia Kuan <feku@odoo.com>
This commit is contained in:
@@ -13,20 +13,19 @@ is the keyword or key phrase that is to be replaced. The substitution is the lon
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replaces the shortcut.
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.. image:: canned_responses/canned-response-sample.png
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:align: center
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:alt: A live chat conversation using a canned response.
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Canned responses are available :ref:`to use <discuss/use-cases>` in *Live Chat* conversations, the
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*Discuss* app, and the *Chatter* composer. This includes direct message conversations, channel
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conversations, and *WhatsApp* messages.
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Canned responses are available :ref:`to use <discuss/use-cases>` in **Live Chat** conversations, the
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**Discuss** app, and the *Chatter*. Canned responses are also available in direct message
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conversations, channel conversations, and *WhatsApp* messages.
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.. _discuss/created-canned-response:
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Creating canned responses
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=========================
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Canned responses are managed through the *Discuss* application. To create a new canned response, or
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manage the list of existing responses, navigate to :menuselection:`Discuss app --> Configuration
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Canned responses are managed through the **Discuss** application. To create a new canned response,
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or manage the list of existing responses, navigate to :menuselection:`Discuss app --> Configuration
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--> Canned Responses`.
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Then, to create a new canned response, click :guilabel:`New` at the top-left of the list. Doing so
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@@ -36,7 +35,6 @@ Canned responses consist of two main components, a *shortcut* the user enters, a
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*substitution* that replaces the shortcut.
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.. image:: canned_responses/shortcut-substitution.png
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:align: center
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:alt: A list of canned responses emphasizing the shortcut and substitution fields.
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Type a shortcut command in the :guilabel:`Shortcut` field. Next, click on the
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@@ -78,9 +76,9 @@ canned response available for others to use, they need to be shared.
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.. note::
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Users with *Administrator* access rights can view and edit canned responses created by other
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users through the *Discuss* app. However, they are **only** able to use them if they are included
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in an authorized group that has been designated on that canned responses item line, located on
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the :guilabel:`Canned Responses` page.
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users through the **Discuss** app. However, they are **only** able to use them if they are
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included in an authorized group that has been designated on that canned responses item line,
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located on the :guilabel:`Canned Responses` page.
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Access to shared responses is granted on the :ref:`groups <access-rights/groups>` level.
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@@ -108,24 +106,20 @@ response.
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Use a canned response
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=====================
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Canned responses can be used in the *Discuss* app, in a *Live Chat* conversation, or on any record
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that contains a *Chatter* composer. This includes direct message conversations, channel
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conversations, and *WhatsApp* messages.
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To use a canned response, type a colon (`:`) into a *Chatter* composer or chat window, followed by
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the shortcut. Then press :kbd:`Enter`. This replaces the shortcut with the substitution, though the
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response can still be edited before it is sent.
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To use a canned response in a conversation, click the :icon:`fa-plus-circle` :guilabel:`(plus)` icon
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in the message window. Then, click :guilabel:`Insert a Canned Response`. This opens a list of
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available canned responses. Either select a response from the list, or type the appropriate
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shortcut, then click the :icon:`fa-paper-plane` :guilabel:`(send)` icon or hit :kbd:`Enter`.
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.. tip::
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Typing `:` in the *Chatter* composer, or chat window, on its own generates a drop-down list of
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Typing `::` in the *Chatter* composer, or chat window, on its own generates a drop-down list of
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available canned responses. A response can be selected from the list, in addition to the use of
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shortcuts.
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To search through the list of available responses, type `:`, followed by the first few letters of
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the shortcut.
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To search through the list of available responses, type `::`, followed by the first few letters
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of the shortcut.
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.. image:: canned_responses/canned-responses-using.png
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:align: center
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:alt: A live chat window with a list of all available canned responses.
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.. seealso::
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