mirror of
https://github.com/odoo/documentation.git
synced 2026-01-02 01:39:19 +07:00
[IMP] knowledge/management: update Articles management
task-4444311
closes odoo/documentation#12909
X-original-commit: 671237d0ef
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
This commit is contained in:
emmi-odoo
@@ -13,7 +13,7 @@ modification. This document covers the export and import of data into and out of
|
||||
can occur with large exports, or in cases where the import file is too large. To circumvent this
|
||||
limitation surrounding the size of the records, process exports or imports in smaller batches.
|
||||
|
||||
.. _export-data:
|
||||
.. _essentials/export_import_data/export-data:
|
||||
|
||||
Export data from Odoo
|
||||
=====================
|
||||
@@ -66,7 +66,7 @@ several options for the data to export:
|
||||
in the export user interface is equal to *parent_id* (external identifier). This is helpful
|
||||
because then, the only data exported is what should be modified and re-imported.
|
||||
|
||||
.. _import-data:
|
||||
.. _essentials/export_import_data/import-data:
|
||||
|
||||
Import data into Odoo
|
||||
=====================
|
||||
@@ -534,14 +534,15 @@ that are able to be imported.
|
||||
unless it is manually added, but it is still included in the export. However, if the :guilabel:`I
|
||||
want to update data (import-compatible export)` checkbox is ticked, it is included in the export.
|
||||
|
||||
Select the required fields to be included in the export using the :ref:`options <export-data>` on
|
||||
the pop-up window, then click :guilabel:`Export`.
|
||||
Select the required fields to be included in the export using the :ref:`options
|
||||
<essentials/export_import_data/export-data>` on the pop-up window, then click :guilabel:`Export`.
|
||||
|
||||
Import updated data
|
||||
-------------------
|
||||
|
||||
After exporting, make any necessary changes to the data file. When the file is ready, it can be
|
||||
:ref:`imported <import-data>` by following the same process as a normal data import.
|
||||
:ref:`imported <essentials/export_import_data/import-data>` by following the same process as a
|
||||
normal data import.
|
||||
|
||||
.. danger::
|
||||
When updating data, it is extremely important that the *External ID* remain consistent, as
|
||||
|
||||
@@ -51,7 +51,7 @@ toolbar and apply any of the following formatting options:
|
||||
the tone by clicking buttons such as :guilabel:`Correct, Shorten, Lengthen, Friendly,
|
||||
Professional`, and :guilabel:`Persuasive`.
|
||||
|
||||
.. image:: text_editor/style-and-colors.png
|
||||
.. image:: html_editor/style-and-colors.png
|
||||
:alt: Text editor's toolbox
|
||||
|
||||
|
||||
|
||||
|
Before Width: | Height: | Size: 10 KiB After Width: | Height: | Size: 10 KiB |
@@ -2,6 +2,8 @@
|
||||
Article creation and editing
|
||||
============================
|
||||
|
||||
.. _knowledge/articles_editing/create-article:
|
||||
|
||||
Article creation
|
||||
================
|
||||
|
||||
@@ -118,6 +120,8 @@ To add a title emoji to the article's name and header:
|
||||
- Alternatively, click the :icon:`fa-file-text-o` :guilabel:`(page)` icon next to the article's
|
||||
name in the sidebar or the top bar and select the preferred emoji.
|
||||
|
||||
.. _knowledge/articles_editing/views:
|
||||
|
||||
Views and links from other apps
|
||||
-------------------------------
|
||||
|
||||
|
||||
@@ -1,114 +1,216 @@
|
||||
===================
|
||||
Articles management
|
||||
===================
|
||||
==================
|
||||
Article management
|
||||
==================
|
||||
|
||||
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>`.
|
||||
Knowledge allows for managing articles, which consists of :ref:`structuring
|
||||
<knowledge/management/structure>`, :ref:`sharing <knowledge/management/share>`, :ref:`removing
|
||||
<knowledge/management/remove>`, and :ref:`retrieving <knowledge/management/retrieve>` them.
|
||||
|
||||
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.
|
||||
Basic management
|
||||
================
|
||||
|
||||
.. image:: management/toolbox.png
|
||||
:alt: Menu with tools for the management of articles
|
||||
Click the :icon:`fa-ellipsis-v` (:guilabel:`ellipsis`) icon and select one of the following actions
|
||||
for basic article management:
|
||||
|
||||
Creation, sharing, and removal of articles
|
||||
==========================================
|
||||
- :guilabel:`Move To`: Select the article to move under a category or another article, then click
|
||||
:guilabel:`Move Article`.
|
||||
- :guilabel:`Lock Content`: Lock the article to stop edits. Click :guilabel:`Unlock` to edit again.
|
||||
- :guilabel:`Create a Copy`: Copy the article under the :guilabel:`Private` section.
|
||||
- :guilabel:`Open Version History`: View the current and previous versions of the article.
|
||||
- :guilabel:`Export`: Open the browser's print function.
|
||||
- :guilabel:`Add to Templates`: Add the article to the list of templates.
|
||||
- :guilabel:`Send to Trash`: Move the article to the trash.
|
||||
|
||||
.. _management/create:
|
||||
.. note::
|
||||
The following actions only apply to nested articles and :ref:`article items
|
||||
<knowledge/articles_editing/commands>`:
|
||||
|
||||
Creation
|
||||
--------
|
||||
|
||||
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.
|
||||
- :guilabel:`Convert into Article Item`: Convert the nested article into an article item.
|
||||
- :guilabel:`Convert into Article`: Convert the article item into a nested article.
|
||||
|
||||
.. tip::
|
||||
Create private articles quickly with the Alt/Option + C keyboard shortcut.
|
||||
- Move an article directly from the sidebar tree by dragging and dropping it under another
|
||||
article or category.
|
||||
- Press `CTRL` / `CMD` + `K` to open the command palette, then type `?` to search for visible
|
||||
articles or `$` for :ref:`hidden articles <knowledge/management/visibility>`. Alternatively,
|
||||
hover over the :guilabel:`Workspace` category and click the :icon:`fa-eye` (:guilabel:`eye`)
|
||||
icon to find hidden articles.
|
||||
|
||||
.. _management/share:
|
||||
.. _knowledge/management/structure:
|
||||
|
||||
Structuring
|
||||
===========
|
||||
|
||||
The article structure follows a hierarchy with parent and nested articles organized within the
|
||||
following categories:
|
||||
|
||||
- :guilabel:`Favorites` displays all articles marked as favorites.
|
||||
- :guilabel:`Workspace` displays articles accessible to all internal users.
|
||||
- :guilabel:`Shared` displays articles shared with specific users.
|
||||
- :guilabel:`Private` displays personal articles.
|
||||
|
||||
.. note::
|
||||
- To mark an article as a favorite and display the :guilabel:`Favorites` category, click the
|
||||
:icon:`fa-star-o` (:guilabel:`star`) icon in the top-right menu.
|
||||
- Nested articles inherit the access rights of their parent article.
|
||||
|
||||
.. _knowledge/management/share:
|
||||
|
||||
Sharing
|
||||
-------
|
||||
=======
|
||||
|
||||
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.
|
||||
Sharing an article involves configuring :ref:`access rights <knowledge/management/rights>`,
|
||||
inviting :ref:`users <knowledge/management/invite>`, providing :ref:`online access
|
||||
<knowledge/management/share-online>`, and determining its visibility in the :ref:`sidebar tree
|
||||
<knowledge/management/structure>`.
|
||||
|
||||
Invite users
|
||||
~~~~~~~~~~~~
|
||||
Articles listed under a category in the sidebar tree are visible. Articles that certain users must
|
||||
search for through the command palette due to restricted access rights are hidden.
|
||||
|
||||
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.
|
||||
.. _knowledge/management/rights:
|
||||
|
||||
You can also restrict a specific user from accessing the article by selecting :guilabel:`No access`
|
||||
permission.
|
||||
Configure access rights
|
||||
-----------------------
|
||||
|
||||
.. image:: management/invite.png
|
||||
:alt: pop-up window to invite users to access a Knowledge article
|
||||
Click :guilabel:`Share` in the top-right menu to configure access rights.
|
||||
|
||||
Share online
|
||||
~~~~~~~~~~~~
|
||||
Default access rights
|
||||
~~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
To share articles **online**, activate the :guilabel:`Share to web` button. Doing so generates a URL
|
||||
link anyone can use to view the article.
|
||||
.. tabs::
|
||||
|
||||
Additionally, the share menu displays the default permission for internal members along with all the
|
||||
users who have been granted specific permission.
|
||||
.. list-table::
|
||||
:widths: 20 80
|
||||
:header-rows: 1
|
||||
:stub-columns: 1
|
||||
|
||||
.. image:: management/share-menu.png
|
||||
:alt: Sharing menu with URL for online sharing and the list of members.
|
||||
* - Setting
|
||||
- Use
|
||||
* - :guilabel:`Can edit`
|
||||
- Allow all internal users to edit the article.
|
||||
* - :guilabel:`Can read`
|
||||
- Allow all internal users to read the article only.
|
||||
* - :guilabel:`No access`
|
||||
- Prevent all users from accessing the article in the sidebar tree or searching in the
|
||||
command palette.
|
||||
|
||||
.. _management/remove:
|
||||
.. _knowledge/management/visibility:
|
||||
|
||||
Visibility
|
||||
~~~~~~~~~~
|
||||
|
||||
.. tabs::
|
||||
|
||||
.. list-table::
|
||||
:widths: 20 80
|
||||
:header-rows: 1
|
||||
:stub-columns: 1
|
||||
|
||||
* - Setting
|
||||
- Use
|
||||
* - :guilabel:`Everyone`
|
||||
- The article is visible in the sidebar tree to all internal users.
|
||||
* - :guilabel:`Members`
|
||||
- The article is only visible in the sidebar tree to :ref:`invited users
|
||||
<knowledge/management/invite>`, while other users can find it using the hidden article
|
||||
search by pressing `CTRL` / `CMD` + `K` and typing `$`.
|
||||
|
||||
.. note::
|
||||
- The :guilabel:`Default Access Rights` apply to all internal users except invited users;
|
||||
specific access rights override default access rights.
|
||||
- Selecting `Can edit` or `Can read` in the :guilabel:`Default Access Rights` moves the article
|
||||
to the :guilabel:`Workspace` category, while selecting `No access` moves it to the
|
||||
:guilabel:`Private` category if it is not shared with anyone.
|
||||
- The :guilabel:`Visibility` setting only applies to :guilabel:`Workspace` articles.
|
||||
|
||||
.. _knowledge/management/invite:
|
||||
|
||||
Invite specific users
|
||||
---------------------
|
||||
|
||||
To grant specific internal or portal users access to a private article or to share a
|
||||
:guilabel:`Workspace` article with a portal user, follow these steps:
|
||||
|
||||
#. Click :guilabel:`Share` in the top-right menu.
|
||||
#. Click :guilabel:`Invite`.
|
||||
#. Select the preferred :guilabel:`Permission` and add users in the :guilabel:`Recipients` field.
|
||||
#. Click :guilabel:`Invite`.
|
||||
|
||||
.. _knowledge/management/share-online:
|
||||
|
||||
Generate article URL
|
||||
--------------------
|
||||
|
||||
Click :guilabel:`Share` and activate the :guilabel:`Share to web` toggle to generate a URL.
|
||||
Click the :icon:`fa-clone` (:guilabel:`copy`) icon to copy the article's URL.
|
||||
|
||||
.. note::
|
||||
- If an article contains :ref:`inserted views <knowledge/articles_editing/views>`, users with
|
||||
the URL do not see them unless they can access the inserted content.
|
||||
- Having the Website app is necessary to share an article's URL.
|
||||
|
||||
.. _knowledge/management/remove:
|
||||
|
||||
Removal
|
||||
-------
|
||||
=======
|
||||
|
||||
To remove an article, you can either **delete** it or **archive** it.
|
||||
Removing an article involves deleting or archiving it.
|
||||
|
||||
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`.
|
||||
Delete an article
|
||||
-----------------
|
||||
|
||||
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`.
|
||||
Select an article in the sidebar tree and click the :icon:`fa-ellipsis-v` (:guilabel:`ellipsis`)
|
||||
icon, then :guilabel:`Send to Trash`. The article is moved to the trash for 30 days before being
|
||||
permanently deleted.
|
||||
|
||||
.. _management/structure:
|
||||
To delete an article directly, click :guilabel:`Articles` in the top-left menu, select an article,
|
||||
and click :menuselection:`Actions --> Delete --> Delete` to remove the article permanently.
|
||||
|
||||
Structure of articles
|
||||
=====================
|
||||
.. note::
|
||||
To restore a trashed article, click :guilabel:`Open the Trash` at the bottom of the sidebar
|
||||
tree, select an article, and click :guilabel:`Restore`. Alternatively, click :guilabel:`Articles`
|
||||
in the top-left menu. In the search bar, click :menuselection:`Filters --> Trashed`. Click the
|
||||
article, then :guilabel:`Restore`.
|
||||
|
||||
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.
|
||||
Archive an article
|
||||
------------------
|
||||
|
||||
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.
|
||||
Click :guilabel:`Articles`, select an article, and click :menuselection:`Actions --> Archive -->
|
||||
Archive`.
|
||||
|
||||
.. _management/categories:
|
||||
.. note::
|
||||
To restore an archived article, click :guilabel:`Articles`. In the search bar, click
|
||||
:menuselection:`Filters --> Archived`. Select the article and go to :menuselection:`Actions -->
|
||||
Unarchive`.
|
||||
|
||||
Categories
|
||||
----------
|
||||
.. _knowledge/management/retrieve:
|
||||
|
||||
Additionally, articles are divided into four categories that can be found on the left sidebar. These
|
||||
categories give articles default **access rights**.
|
||||
Retrieval
|
||||
=========
|
||||
|
||||
- :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.
|
||||
- :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.
|
||||
- :guilabel:`Shared`: Articles displayed in that category are those you shared with internal users,
|
||||
external users, or shared with you.
|
||||
- :guilabel:`Private`: Articles displayed in that category are only available to you.
|
||||
Retrieving Knowledge articles consists of accessing them from various Odoo apps or restoring
|
||||
previous versions.
|
||||
|
||||
.. image:: management/left-sidebar-cat.png
|
||||
:alt: Categories displayed in the left sidebar of Odoo Knowledge
|
||||
Access articles from various apps
|
||||
---------------------------------
|
||||
|
||||
Knowledge articles are accessible from the :ref:`form view <studio/views/general/form>` of various
|
||||
apps. Click the :icon:`fa-bookmark` :guilabel:`(Knowledge)` icon in the top right corner to open
|
||||
the command palette, then choose one of the following search methods:
|
||||
|
||||
- :guilabel:`Search for an article`: start typing the text to execute a semantic search that
|
||||
identifies relevant article information.
|
||||
- :guilabel:`Advanced Search`: after typing the text in the search bar, click :guilabel:`Advanced
|
||||
Search` to perform a parametric search with options to filter, group, or save articles.
|
||||
|
||||
Version history
|
||||
---------------
|
||||
|
||||
To retrieve a previous version of an article, click the :icon:`fa-ellipsis-v` (:guilabel:`ellipsis`)
|
||||
icon and select :guilabel:`Open Version History`. Select a version and click :guilabel:`Restore
|
||||
history`.
|
||||
|
||||
.. note::
|
||||
In the version history, the :guilabel:`Content` tab shows the selected version, while the
|
||||
:guilabel:`Comparison` tab displays the differences between the article's previous and current
|
||||
versions.
|
||||
|
||||
@@ -45,9 +45,9 @@ page. When you :guilabel:`Save`, the product page is automatically published.
|
||||
Import products
|
||||
---------------
|
||||
|
||||
To :ref:`import product data <import-data>` using XLSX or CSV files, go to
|
||||
:menuselection:`Website --> eCommerce --> Products`, click the :icon:`fa-cog` (:guilabel:`gear`)
|
||||
icon, then :ref:`Import records <import-data>`.
|
||||
To :ref:`import product data <essentials/export_import_data/import-data>` using XLSX or CSV files,
|
||||
go to :menuselection:`Website --> eCommerce --> Products`, click the :icon:`fa-cog`
|
||||
(:guilabel:`gear`) icon, then :ref:`Import records <essentials/export_import_data/import-data>`.
|
||||
|
||||
.. tip::
|
||||
To publish **large batches** of products, follow these steps:
|
||||
|
||||
Reference in New Issue
Block a user