[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:
jero-odoo
2025-03-26 18:34:19 +00:00
parent a5d3c096ad
commit 072205ef05
4 changed files with 15 additions and 21 deletions

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

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