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[IMP] Referrals: Update alerts

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closes odoo/documentation#14273

X-original-commit: 595229e8a6
Signed-off-by: Lara Martini (larm) <larm@odoo.com>
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content/applications/hr/referrals/alerts.rst
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@@ -2,21 +2,22 @@
Alerts
======
In the *Referrals* application, it is possible to post a message, also referred to as an *alert*, at
the top of the dashboard to share important information with users.
In the **Referrals** application, it is possible to post a message, also referred to as an *alert*,
at the top of the dashboard to share important information with users.
Alerts remain on the main *Referrals* dashboard for the specified amount of time configured on the
Alerts remain on the main **Referrals** dashboard for the specified amount of time configured on the
individual alert.
.. image:: alerts/alerts.png
:align: center
:alt: Two alert banners appear above the user's photo.
.. _referrals/create-alert:
Create an alert
===============
Only users with *Administrator* access rights for the *Recruitment* application can create alerts.
To add a new alert, navigate to the :menuselection:`Referrals app --> Configuration --> Alerts`.
Only users with *Administrator* access rights for the **Recruitment** app can create alerts. To add
a new alert, navigate to the :menuselection:`Referrals app --> Configuration --> Alerts`.
Click :guilabel:`New` to open a blank alert form. Enter the following information on the form:
@@ -27,13 +28,13 @@ Click :guilabel:`New` to open a blank alert form. Enter the following informatio
the alert should be displayed for, select the desired company from the drop-down menu in this
field.
If this field remains blank, the alert is visible to everyone with access to the *Referrals*
application.
If this field remains blank, the alert is visible to everyone with access to the **Referrals**
app.
If a company is specified, only users within that company (who also have access to the *Referrals*
application) see the alert. This field **only** appears when in a multi-company database.
If a company is specified, only users within that company (who also have access to the
**Referrals** app) see the alert. This field **only** appears in a multi-company database.
- :guilabel:`Alert`: enter the text for the alert. This message appears inside the alert banner on
the main *Referrals* dashboard.
the main **Referrals** app dashboard.
- :guilabel:`On Click`: there are three options for the alert. Click the radio button next to the
desired selection. The options are:
@@ -45,16 +46,32 @@ Click :guilabel:`New` to open a blank alert form. Enter the following informatio
Click` section. Enter the desired URL in that field.
.. image:: alerts/alert-form.png
:align: center
:alt: An alert form completely filled in with all selections entered.
Notify users
============
In addition to posting an alert on the **Referrals** app, users can be contacted directly via email,
instead of waiting for users to view the alert when they open the **Referrals** app.
After :ref:`creating an alert <referrals/create-alert>`, click the :guilabel:`Send Mail` button
above the alert form. This causes a :guilabel:`Send Mail` pop-up window to load.
The currently configured users populate the :guilabel:`User` field, and the :guilabel:`Subject` is
populated with `New Alert In Referrals App`, by default.
The :guilabel:`Body` is populated with `A new alert has been added to the Referrals app! Check your
dashboard now!`, with the word `dashboard` linked to the **Referrals** app dashboard.
Make any desired modifications to the email, then click :guilabel:`Send`.
Dismiss an alert
================
It is possible to dismiss an alert, if a user does not wish to see a specific alert again.
To dismiss an alert, click the :icon:`fa-times` :guilabel:`(remove)` icon on the far-right side of
the alert to remove the alert from the dashboard.
the alert on the **Referrals** app dashboard, to remove the alert.
This prevents the alert from appearing again, even when opening the *Referrals* application for the
first time in a new session.
This prevents the alert from appearing again, even when opening the **Referrals** app for the first
time in a new session.