[IMP] essentials: extra detail plus updates to favorited searches

task-5005364

closes odoo/documentation#14285

Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
This commit is contained in:
mcsi-odoo
2025-08-13 10:23:39 +02:00
parent 0f2678baf7
commit 38f2fcc889
2 changed files with 15 additions and 3 deletions

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@@ -267,10 +267,22 @@ Once the options are set, click :guilabel:`Save` to save the favorited search.
.. image:: search/favorites.png
:alt: Saving a favorite search on the Sales Analysis report.
:scale: 80%
Saved favorites can be accessed by clicking the :icon:`fa-trash` :guilabel:`(delete)` icon in the
search bar, then selecting the saved filter in the :guilabel:`Favorites` drop-down menu. To remove a
saved favorite, click the :icon:`fa-trash` :guilabel:`(delete)` icon next to the favorited search.
Favorited searches can be accessed by clicking the :icon:`fa-caret-down` :guilabel:`(dropdown)` icon
in the search bar, then selecting the saved search under :icon:`fa-star` :guilabel:`Favorites`.
.. tip::
Favorited searches that are only visible to the current user, i.e., that are not shared, are
shown first; any shared searches, whether created by the current user or another user, are
shown in a second section.
To edit a favorited search, select the relevant saved search, hover over the :icon:`fa-star`
:guilabel:`(star)` icon beside the search name in the search bar, then click the :icon:`fa-cog`
:guilabel:`(cog)` icon. Modify the conditions as needed, then click :guilabel:`Confirm`.
To delete a favorited search, click the :icon:`fa-caret-down` :guilabel:`(dropdown)` icon in the
search bar, then click the :icon:`fa-trash` :guilabel:`(delete)` icon next to the saved search.
.. tip::
To view *all* favorited searches, first activate :ref:`developer-mode`, and navigate to

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