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[IMP] knowledge/properties: update Properties

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content/applications/essentials.rst
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@@ -12,3 +12,4 @@ Odoo essentials
essentials/export_import_data
essentials/in_app_purchase
essentials/keyboard_shortcuts
essentials/property_fields

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content/applications/essentials/html_editor.rst
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@@ -5,8 +5,8 @@ Odoo rich-text editor
=====================
The Odoo rich-text editor allows creating and editing rich-text content in HTML fields, such as the
:guilabel:`Internal Notes` and :guilabel:`Description` fields, as well as in :doc:`Knowledge
articles </applications/productivity/knowledge/articles_editing>` and the :ref:`Studio report
:guilabel:`Internal Notes` and :guilabel:`Description` fields, as well as in the :ref:`Knowledge
articles <knowledge/articles_editing/edit-article>` and the :ref:`Studio report
editor <studio/pdf-reports/report-editor>`, among others. Start typing or use the
:ref:`toolbar <essentials/html_editor/toolbar>` or :ref:`powerbox
<essentials/html_editor/commands>` for formatting and structuring text.

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content/applications/essentials/property_fields.rst Normal file
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@@ -0,0 +1,202 @@
===============
Property fields
===============
Property fields, or properties, enable the customization of a :ref:`form
<studio/views/general/form>` view by adding various :ref:`field types <property_field/add>`. These
fields allow information storage and management by adding values.
.. admonition:: Property vs. regular fields
Properties act as pseudo-fields; they behave like regular fields but are not saved as columns in
the database. They also rely on a defined :ref:`parent record <property-fields/properties-apps>`.
.. example::
Adding a property to a *task* inserts a field in *all tasks* within the *same
project* while other projects' tasks remain unaffected.
.. _property_field/add:
Add property fields
-------------------
To add a first property field to a :ref:`form view <studio/views/general/form>`, click the
:icon:`fa-cog` (:guilabel:`Actions`) icon, then select :icon:`fa-cogs` :guilabel:`Edit Properties`.
In the popover, enter the property's :guilabel:`Label`, choose a :guilabel:`Field Type`, and then
configure the field based on the selected type:
.. list-table::
:header-rows: 1
:widths: 15 30 55
* - Field type
- Use
- Options
* - :ref:`Text <studio/fields/simple-fields-text>`
- Short text on a single line
- Enter a :guilabel:`Default Value` if desired.
* - :guilabel:`Multiline Text`
- Full text on multiple lines
- Enter a :guilabel:`Default Value` if desired.
* - :ref:`HTML <text-editor>`
- HTML field
- Enter a :guilabel:`Default Value` if desired.
* - :ref:`Checkbox <studio/fields/simple-fields-checkbox>`
- Checked or unchecked status
- Choose the :guilabel:`Default State`.
* - :ref:`Integer <studio/fields/simple-fields-integer>`
- Integer numbers (:dfn:`positive, negative, or zero, without a decimal`)
- Enter a :guilabel:`Default Value` if desired.
* - :ref:`Decimal <studio/fields/simple-fields-decimal>`
- Decimal numbers (:dfn:`positive, negative, or zero, with a decimal`)
- Enter a :guilabel:`Default Value` if desired.
* - :ref:`Date <studio/fields/simple-fields-date>`
- Selection of a date on a calendar
- Select a :guilabel:`Default Value` if desired.
* - :ref:`Date & Time <studio/fields/simple-fields-date-time>`
- Selection of a date on a calendar and a time on a clock
- Select a :guilabel:`Default Value` if desired.
* - :ref:`Selection <studio/fields/simple-fields-selection>`
- Selection of a value from a group of predefined values
- Add a selectable option by clicking :icon:`fa-plus` :guilabel:`Add a Value` and entering the
:guilabel:`Option Name`.
If desired, set an option as default by clicking the :icon:`fa-star-o`
(:guilabel:`Select Default`) button.
Reorder the options by dragging and dropping them using the :icon:`oi-draggable`
(:guilabel:`drag handle`) button.
Delete an option by clicking the :icon:`fa-trash-o` (:guilabel:`Remove Property`) button.
* - :ref:`Tags <studio/fields/relational-fields-tags>`
- Selection of multiple values in the form of tags
- Enter a :guilabel:`Tag` name and press `Enter` to save it.
Change a tag's color by clicking it and selecting another one.
* - :ref:`Many2one <studio/fields/relational-fields-many2one>`
- Selection of a single record from another model
- Enter the :guilabel:`Model` name. Configure its :ref:`Domain <search/custom-filters>` to
filter records if needed.
Select a :guilabel:`Default Value` if desired.
* - :ref:`Many2many <studio/fields/relational-fields-many2many>`
- Selection of multiple records from another model
- Enter the :guilabel:`Model` name. Configure its :ref:`Domain <search/custom-filters>` to
filter records if needed.
Select a :guilabel:`Default Value` if desired.
* - :guilabel:`Separator`
- Group several properties under a foldable label
-
Click outside the popover to save the added property.
.. note::
- Select whether to display the property in the Kanban, List, or Calendar views cards for every
field with the :guilabel:`Display in Cards` option.
- To add another property, click :icon:`fa-plus` :guilabel:`Add a Property` at the bottom of the
form while.
.. tip::
To edit an existing property, hover the cursor over the property:
- Click the :icon:`fa-pencil` (:guilabel:`pencil`) button to open a popover and modify the
property. In the popover, click the :icon:`fa-chevron-up` (up) or :icon:`fa-chevron-down`
(down) chevron to move a property upwards or downwards.
- Click :icon:`fa-trash` :guilabel:`Delete`, then :guilabel:`Delete` to delete it. Deleting
a property is permanent.
- Use the :icon:`oi-draggable` (:guilabel:`drag handle`) icon to drag and drop the property to
reorder or regroup.
.. _property-fields/properties-apps:
Properties across apps
----------------------
Property fields can be defined in the :ref:`form view <studio/views/general/form>` of multiple
models. Once set, the property is shared by all records that are linked to the same *parent*.
.. list-table::
:widths: 20 40 40
:header-rows: 1
:stub-columns: 1
* - App
- Model
- Parent
* - :guilabel:`Accounting`
- :ref:`Asset/Revenue Recognition <create-assets-entry>`
:doc:`Loan </applications/finance/accounting/bank/loans>`
- :ref:`Asset model <assets/asset-model>`
:ref:`Journal <cheat_sheet/journals>`
* - :guilabel:`Appraisals`
- :ref:`Employee Appraisal <appraisals/manual>`
- :ref:`Department <employee/create-departments>`
* - :guilabel:`Approvals`
- Approval Request
- Category
* - :guilabel:`CRM`
- :doc:`Lead/Opportunity </applications/sales/crm/acquire_leads/email_manual>`
- :ref:`Sales team <crm/sales-team-dashboard>`
* - :guilabel:`Employees`
- :ref:`Employee <employees/general-info>`
- :ref:`Company <employees/general-info>`
* - :guilabel:`Events`
- :doc:`Event Registration </applications/marketing/events/registration_desk>`
- :ref:`Event <events/new-event>`
* - :guilabel:`Fleet`
- :doc:`Vehicle </applications/hr/fleet/new_vehicle>`
- :ref:`Vehicle model <fleet/add-model>`
* - :guilabel:`Frontdesk`
- :ref:`Frontdesk Visitors <frontdesk/list>`
- :ref:`Station <frontdesk/stations>`
* - :guilabel:`Helpdesk`
- :ref:`Ticket <helpdesk/follow>`
- :ref:`Helpdesk team <helpdesk/create-team>`
* - :guilabel:`Inventory`
- :ref:`Lot/Serial <inventory/product_management/edit-lot>`
:doc:`Transfer
</applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave>`
:ref:`Batch Transfer <inventory/misc/batch_picking>`
- :ref:`Product variant <product-variants/add-product-variants>`
:ref:`Operation type <inventory/product_management/operation-type-setting>`
:ref:`Operation type <inventory/product_management/operation-type-setting>`
* - :guilabel:`Knowledge`
- :ref:`Knowledge Article <knowledge/articles_editing/create-article>`
- :ref:`Parent article <knowledge/articles_editing/create-article>`
* - :guilabel:`Maintenance`
- :ref:`Maintenance Equipment <maintenance/equipment_management/add_new_equipment>`
- :ref:`Equipment category <maintenance/equipment_management/add_new_equipment>`
* - :guilabel:`Meeting Rooms`
- Room
- Office
* - :guilabel:`Planning`
- :ref:`Shift <planning/roles>`
- :ref:`Role <planning/roles>`
* - :guilabel:`Project` / :guilabel:`Field Service`
- :ref:`Task <task_creation/task-configuration>`
- :ref:`Project <project_management/configuration>`
* - :guilabel:`Recruitment`
- :ref:`Applicant <recruitment/quick-add-applicant>`
:ref:`Job Position <recruitment/new_job_position/edit>`
Candidate
- :ref:`Job position <job-position/create-job-position>`
:ref:`Company <companies/manage>`
:ref:`Company <companies/manage>`
* - :guilabel:`Repairs`
- :ref:`Repair order <repairs/repair_orders/repair>`
- :ref:`Company <companies/manage>`
* - :guilabel:`Sales` / etc.
- Product
- Category

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content/applications/finance/accounting/vendor_bills/assets.rst
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@@ -199,6 +199,8 @@ time of the sale and the amount it is sold for.
To record the sale of an asset, you must first post the related Customer Invoice so you can link
the sale of the asset with it.
.. _assets/asset-model:
Assets Models
=============

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content/applications/hr/employees/departments.rst
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@@ -4,6 +4,8 @@ Departments
All employees in the **Employees** app fall under specific departments within a company.
.. _employee/create-departments:
Create new departments
======================

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content/applications/hr/frontdesk.rst
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@@ -17,6 +17,8 @@ Configuration
The first item to configure with the **Frontdesk** application is the station, followed by any drink
selections that might optionally be offered.
.. _frontdesk/stations:
Stations
--------

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content/applications/hr/recruitment/new_job.rst
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@@ -13,6 +13,8 @@ View submitted applications by clicking anywhere on a job position card.
.. image:: new_job/jobs.png
:alt: Main dashboard view of Recruitment app showing all job positions.
.. _job-position/create-job-position:
Create a new job position
=========================

4
content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst
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@@ -259,7 +259,7 @@ on a lot number form:
:icon:`fa-cogs` :guilabel:`Add Properties` from the drop-down menu.
#. Click the :icon:`fa-plus` :guilabel:`Add a Property` button, located below the existing fields.
Name and :doc:`configure the new field <../../../../productivity/knowledge/properties>`. Once
Name and :doc:`configure the new field </applications/essentials/property_fields>`. Once
finished, enter the property value in the new field.
.. example::
@@ -270,7 +270,7 @@ finished, enter the property value in the new field.
:alt: Show the "Add Properties" button on a lot number form.
.. seealso::
:doc:`Configuring custom properties <../../../../productivity/knowledge/properties>`
:doc:`Configuring custom properties </applications/essentials/property_fields>`
.. _inventory/product_management/create-new-lot:

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content/applications/inventory_and_mrp/manufacturing/advanced_configuration/product_variants.rst
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@@ -54,6 +54,8 @@ drop-down menu. Then, select the desired options next to the :guilabel:`Display
Once all desired :guilabel:`Values` have been added, click :guilabel:`Save` to save the new
attribute.
.. _product-variants/add-product-variants:
Add product variants on the product form
========================================

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content/applications/marketing/events/create_events.rst
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@@ -12,6 +12,8 @@ Events can be manually created from scratch or built off of pre-made templates.
registration of the event for attendees, the *Sales* app for the purchasing ability of paid tickets,
as well the *CRM* application through customizable lead generation rules.
.. _events/new-event:
New event
=========

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content/applications/productivity/knowledge.rst
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@@ -1,24 +1,440 @@
:show-content:
:hide-page-toc:
:show-toc:
=========
Knowledge
=========
**Odoo Knowledge** is a multipurpose productivity app that allows internal users to enrich their
business knowledge base and provide individually or collaboratively gathered information.
business knowledge base by providing information gathered individually or collaboratively.
The pages on which they gather content are called *articles*. They are mainly composed of a title
and a body. The latter is an HTML field containing text, images, links to other articles, records
from other models, templates, etc.
and a body. The latter is an HTML field containing text, images, links, records from other models,
templates, etc.
.. seealso::
- `Knowledge product page <https://www.odoo.com/app/knowledge>`_
`Knowledge product page <https://www.odoo.com/app/knowledge>`_
.. toctree::
:titlesonly:
.. _knowledge/articles_editing/create-article:
knowledge/articles_editing
knowledge/management
knowledge/properties
Article creation
================
Knowledge articles can be created from scratch or a pre-configured template. When an article
is created under another, the original one is the **parent article**, while the new one is called a
**child** or **nested article**, indicating its subordinate position. This structure helps organize
content by establishing clear relationships between related articles.
To create a nested article, hover over an article in the sidebar tree and click the :icon:`fa-plus`
:guilabel:`(plus)` icon.
From scratch
------------
To create an article from scratch, click :icon:`fa-plus` :guilabel:`New Article` in the top-left
corner or hover over the :guilabel:`Private` or :guilabel:`Workspace` category in the sidebar tree,
then click the :icon:`fa-plus` :guilabel:`(plus)` icon. Start typing text or select one of the
suggested options:
- :guilabel:`Load a Template`: Select a preconfigured template and click :guilabel:`Load Template`.
- :guilabel:`Build an Item Kanban`: Create items to visualize and manage them in a Kanban view.
- :guilabel:`Build an Item List`: Create a structured list of items to centralize them in a single
article.
- :guilabel:`Build an Item Calendar`: Create a calendar view to manage and track items by date.
- :guilabel:`Generate an Article with AI`: Generate content based on a prompt.
.. tip::
After writing the header, click or hover over :guilabel:`Untitled` in the top bar to
automatically name the article after the header. This action does not apply if the article is
already titled.
From a template
---------------
To create an article from a template, follow these steps:
#. Click :icon:`fa-paint-brush` :guilabel:`Browse Templates` at the bottom of the sidebar tree.
#. Select a preferred template.
#. Click :guilabel:`Load Template`.
.. _knowledge/articles_editing/edit-article:
Article editing
===============
To edit an article, select it in the sidebar tree, then edit its content and format it using the
:ref:`text editor toolbar <knowledge/articles_editing/text-editor>`, typing :ref:`powerbox
commands <knowledge/articles_editing/commands>`, and adding a :ref:`cover picture
<knowledge/articles_editing/cover>` with a :ref:`title emoji <knowledge/articles_editing/emoji>`.
.. _knowledge/articles_editing/text-editor:
Text editor toolbar
-------------------
To edit a word, sentence, or paragraph, select or double-click it to display the text editor
toolbar and apply the desired :doc:`formatting options </applications/essentials/html_editor>`.
.. tip::
Click :icon:`fa-commenting-o` :guilabel:`Comment` to add a comment to the selected text.
.. _knowledge/articles_editing/commands:
Commands
--------
Type `/` to open the :ref:`powerbox <essentials/html_editor/commands>` and use a command. The
following commands are exclusive to the Knowledge app:
.. tabs::
.. list-table::
:widths: 20 80
:header-rows: 1
:stub-columns: 1
* - Command
- Use
* - :guilabel:`Index`
- Show :ref:`nested articles <knowledge/articles_editing/create-article>`: Display the
child pages of the parent article.
* - :guilabel:`Item Kanban`
- Insert a Kanban view and create :ref:`article items
<knowledge/articles_editing/items>`.
* - :guilabel:`Item Cards`
- Insert a Card view and create :ref:`article items <knowledge/articles_editing/items>`.
* - :guilabel:`Item List`
- Insert a List view and create :ref:`article items <knowledge/articles_editing/items>`.
* - :guilabel:`Item Calendar`
- Insert a Calendar view and create :ref:`article items
<knowledge/articles_editing/items>`.
.. _knowledge/articles_editing/items:
Article items
~~~~~~~~~~~~~
Article items are active building blocks within an article, allowing the addition, management, and
viewing of various organized content and data.
Article items within a parent article can contain :ref:`properties
<knowledge/articles_editing/properties>`, which are shared data fields from the parent, ensuring
consistent information across related items and articles.
.. _knowledge/articles_editing/cover:
Cover pictures
--------------
To add a cover picture, click the :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon, then
:guilabel:`Add Cover`. The following options enable selecting and inserting pictures from different
sources:
- Search the :doc:`Unsplash </applications/general/integrations/unsplash>` database to find a
suitable picture. If the database and **Unsplash** account are associated, the cover
picture is automatically selected based on the article's name.
- :guilabel:`Add URL`: Copy-paste the **image address**.
- :guilabel:`Upload an image`: Upload the file into the image library.
To manage the cover picture, hover the mouse over it and select the preferred option:
- :guilabel:`Replace Cover` and search from the database or library, or add a different URL.
- :guilabel:`Reposition` and adjust the picture before clicking :guilabel:`Save Position`.
- :guilabel:`Remove`.
.. _knowledge/articles_editing/emoji:
Title emoji
-----------
To add a title emoji to the article's name and header:
- Click the :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon, then :guilabel:`Add Icon` to
generate a random emoji. Click the emoji to select a different one.
- 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
-------------------------------
To insert a view or a view link into an article, follow these steps:
#. Go to the desired app and select the preferred view.
#. Click the :icon:`fa-cog` :guilabel:`(cog)` icon, then select :menuselection:`Knowledge -->
Insert view in article` or :guilabel:`Insert link in article`.
#. Choose the article to insert the view or link to.
.. note::
Once the view or link is inserted:
- Users without access to the view cannot see it in Knowledge, even if they can access the
article.
- Clicking the inserted link opens a pop-up with the view's name next to the
:icon:`fa-clipboard` (:guilabel:`Copy Link`), :icon:`fa-pencil-square-o` (:guilabel:`Edit
Link`), and :icon:`fa-chain-broken` (:guilabel:`Remove Link`) icons. Click the name inside the
pop-up to open the linked view.
Article management
==================
Knowledge allows for managing articles, which consists of :ref:`structuring
<knowledge/articles_editing/structure>`, :ref:`sharing <knowledge/articles_editing/share>`,
:ref:`removing <knowledge/articles_editing/remove>`, and :ref:`retrieving
<knowledge/articles_editing/retrieve>` them.
Basic management
----------------
Click the :icon:`fa-ellipsis-v` (:guilabel:`ellipsis`) icon and select one of the following actions
for basic article management:
- :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`: Restore a previous version 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.
.. note::
The following actions only apply to :ref:`nested articles
<knowledge/articles_editing/create-article>` and :ref:`article items
<knowledge/articles_editing/items>`:
- :guilabel:`Convert into Article Item`: Convert the nested article into an :ref:`article item
<knowledge/articles_editing/items>`.
- :guilabel:`Convert into Article`: Convert the article item into a :ref:`nested article
<knowledge/articles_editing/create-article>`.
.. tip::
- Move an article directly from the sidebar tree by dragging and dropping it under another
article or category.
- Click the :icon:`fa-search` (:guilabel:`serch`) icon in the top-left corner or press `CTRL` /
`CMD` + `K` to open the command palette, then type `?` to search for visible articles or `$`
for :ref:`hidden articles <knowledge/articles_editing/visibility>`. Alternatively, hover over
the :guilabel:`Workspace` category and click the :icon:`fa-eye` (:guilabel:`eye`) icon to find
hidden articles.
.. _knowledge/articles_editing/structure:
Structuring
-----------
Sidebar structure
~~~~~~~~~~~~~~~~~
The sidebar structure follows a hierarchy with parent and nested articles organized within the
following categories:
- The :guilabel:`Favorites` category displays all articles marked as favorites.
- The :guilabel:`Workspace` category displays articles accessible to all internal users.
- The :guilabel:`Shared` category displays articles shared with specific users.
- The :guilabel:`Private` category 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.
Article structure
~~~~~~~~~~~~~~~~~
Nested articles inherit their parent's :ref:`access rights <knowledge/articles_editing/rights>`, and
:ref:`properties <knowledge/articles_editing/properties>` are applied to a group of nested articles
under the same parent.
.. _knowledge/articles_editing/share:
Sharing
-------
Sharing an article involves configuring :ref:`access rights <knowledge/articles_editing/rights>`,
inviting :ref:`users <knowledge/articles_editing/invite>`, providing :ref:`online access
<knowledge/articles_editing/share-online>`, and determining its visibility in the :ref:`sidebar tree
<knowledge/articles_editing/structure>`.
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**.
.. _knowledge/articles_editing/rights:
Configure access rights
~~~~~~~~~~~~~~~~~~~~~~~
Click :guilabel:`Share` in the top-right menu to configure access rights.
Default access rights
*********************
.. tabs::
.. list-table::
:widths: 20 80
:header-rows: 1
:stub-columns: 1
* - 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.
.. _knowledge/articles_editing/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/articles_editing/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 an invited user.
- The :guilabel:`Visibility` setting only applies to :guilabel:`Workspace` articles.
.. _knowledge/articles_editing/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/articles_editing/share-online:
Generate article URL
~~~~~~~~~~~~~~~~~~~~
Click :guilabel:`Share` and activate the :guilabel:`Share to web` toggle to generate a URL. Click
:guilabel:`Copy Link` 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/articles_editing/remove:
Removal
-------
Removing an article involves deleting or archiving it.
Delete an article
~~~~~~~~~~~~~~~~~
Select an article in the sidebar tree and click the :icon:`fa-ellipsis-v` (:guilabel:`ellipsis`)
icon, then :guilabel:`Send to Trash`. Alternatively, hold click the article and drag it to the
:guilabel:`Drop here to delete this article` at the bottom left corner. The article is moved to the
trash for 30 days before being permanently deleted.
To permanently delete an article, click :guilabel:`Articles` in the top-left menu, select an article,
and click :menuselection:`Actions --> Delete --> Delete`.
.. 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`.
Archive an article
~~~~~~~~~~~~~~~~~~
Click :guilabel:`Articles`, select an article, and click :menuselection:`Actions --> Archive -->
Archive`.
.. 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`.
.. _knowledge/articles_editing/retrieve:
Retrieval
---------
Retrieving Knowledge articles consists of accessing them from various Odoo apps or restoring
previous versions.
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, select it in the sidebar tree and click the
:icon:`fa-ellipsis-v` (:guilabel:`ellipsis`) icon, then the :icon:`fa-history` (:guilabel:`history`)
icon to open the 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.
.. _knowledge/articles_editing/properties:
Properties
==========
Properties are custom fields for storing and managing information that users with `Can edit`
:ref:`access rights <knowledge/articles_editing/rights>` can add to :ref:`nested articles
<knowledge/articles_editing/create-article>` or :ref:`article items
<knowledge/articles_editing/items>`.
To add a property, click the :icon:`fa-ellipsis-v` (:guilabel:`ellipsis`) icon, then
:menuselection:`Add Properties --> Add a Property`, enter a :guilabel:`Label`, and select a
:guilabel:`Field Type`.
To learn more about properties and field types, go to :doc:`Property fields
</applications/essentials/property_fields>`.
.. note::
- Click outside the property field window to save a property.
- To remove a property, hover over its name, click the :icon:`fa-pencil` (:guilabel:`pencil`)
icon, then click :menuselection:`Delete --> Delete`. Deleting a property is permanent, and
deleting all properties removes the property sidebar panel.
.. tip::
- Hover over the property name and click the :icon:`fa-pencil` (:guilabel:`pencil`) icon to edit
it or the :icon:`oi-draggable` (:guilabel:`drag handle`) icon to move it above or below another
property.
- Tick :guilabel:`Display in Cards` to show the properties in an :ref:`article item's view
<knowledge/articles_editing/items>` that is visible from a parent article.
- Click the :icon:`fa-cogs` (:guilabel:`cogs`) icon to hide the property sidebar panel. Exiting
and returning to the article causes the panel to reappear.

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============================
Article creation and editing
============================
.. _knowledge/articles_editing/create-article:
Article creation
================
Knowledge articles can be created from scratch or from a preconfigured template.
From scratch
------------
To create an article from scratch, click :guilabel:`New` in the top right corner or hover over the
:guilabel:`Private` or :guilabel:`Workspace` category in the sidebar tree, then click the
:icon:`fa-plus` :guilabel:`(plus)` icon. Start typing text or select one of the suggested options:
- :guilabel:`Load a Template`: Select a preconfigured template and click :guilabel:`Load Template`.
- :guilabel:`Build an Item Kanban`: Create items to visualize and manage them in a Kanban view.
- :guilabel:`Build an Item List`: Create a structured list of items to centralize them in a single
article.
- :guilabel:`Build an Item Calendar`: Create a calendar view to manage and track items by date.
- :guilabel:`Generate an Article with AI`: Generate content based on a prompt.
.. tip::
After writing the header, click or hover over :guilabel:`Untitled` in the top bar to
automatically name the article after the header. This does not apply if the article is already
titled.
From a template
---------------
To create an article from a template, follow these steps:
#. Click :icon:`fa-paint-brush` :guilabel:`Browse Templates` at the bottom of the sidebar tree.
#. Select a preferred template.
#. Click :guilabel:`Load Template`.
Article editing
===============
To edit an article, select it in the sidebar tree, then edit its content and format it using the
:ref:`text editor toolbar <knowledge/articles_editing/text-editor>`, by typing :ref:`powerbox
commands <knowledge/articles_editing/commands>`, and adding a :ref:`cover picture
<knowledge/articles_editing/cover>` with a :ref:`title emoji <knowledge/articles_editing/emoji>`.
.. _knowledge/articles_editing/text-editor:
Text editor toolbar
-------------------
To edit a word, sentence, or paragraph, select or double-click it to display the text editor
toolbar and apply the desired :doc:`formatting options </applications/essentials/html_editor>`.
.. tip::
Click :icon:`fa-commenting` :guilabel:`Comment` to add a comment to the selected text.
.. _knowledge/articles_editing/commands:
Commands
--------
Type `/` to open the :ref:`powerbox <essentials/html_editor/commands>` and use a command. The
following commands are exclusive to the Knowledge app:
.. tabs::
.. list-table::
:widths: 20 80
:header-rows: 1
:stub-columns: 1
* - Command
- Use
* - :guilabel:`Index`
- Show nested articles: Display the child pages of the parent article.
* - :guilabel:`Item Kanban`
- Insert a Kanban view and create items.
* - :guilabel:`Item Cards`
- Insert a Card view and create items.
* - :guilabel:`Item List`
- Insert a List view and create items.
* - :guilabel:`Item Calendar`
- Insert a Calendar view and create items.
.. _knowledge/articles_editing/cover:
Cover pictures
--------------
To add a cover picture, click the :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon, then
:guilabel:`Add Cover`. The following options enable selecting and inserting pictures from different
sources:
- Search the :doc:`Unsplash </applications/general/integrations/unsplash>` database to find a
suitable picture. If your database and your **Unsplash** account are associated, the cover
picture is automatically selected based on the article's name.
- :guilabel:`Add URL`: Copy-paste the **image address**.
- :guilabel:`Upload an image`: Upload the file into the image library.
To manage the cover picture, hover the mouse over it and select the preferred option:
- :guilabel:`Replace Cover` and search from the database or library, or add a different URL.
- :guilabel:`Reposition` and adjust the picture before clicking :guilabel:`Save Position`.
- :guilabel:`Remove Cover`.
.. _knowledge/articles_editing/emoji:
Title emoji
-----------
To add a title emoji to the article's name and header:
- Click the :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon, then :guilabel:`Add Icon` to
generate a random emoji. Click the emoji to select a different one.
- 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
-------------------------------
To insert a view or a view link into an article, follow these steps:
#. Go to the desired app and select the preferred view.
#. Click the :icon:`fa-cog` :guilabel:`(cog)` icon, then select :menuselection:`Knowledge -->
Insert view in article` or :guilabel:`Insert link in article`.
#. Choose the article to insert the view or link to.
.. note::
Once the view or link is inserted:
- Users without access to the view cannot see it in Knowledge, even if they can access the
article containing it.
- Clicking the inserted link opens a pop-up with the view's name next to the
:icon:`fa-clipboard` (:guilabel:`copy`), :icon:`fa-pencil-square-o` (:guilabel:`edit`), and
:icon:`fa-chain-broken` (:guilabel:`remove`) icons. Click the name inside the pop-up to open
the linked view.

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==================
Article management
==================
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.
Basic management
================
Click the :icon:`fa-ellipsis-v` (:guilabel:`ellipsis`) icon and select one of the following actions
for basic article management:
- :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.
.. note::
The following actions only apply to nested articles and :ref:`article items
<knowledge/articles_editing/commands>`:
- :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::
- 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.
.. _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
=======
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>`.
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.
.. _knowledge/management/rights:
Configure access rights
-----------------------
Click :guilabel:`Share` in the top-right menu to configure access rights.
Default access rights
~~~~~~~~~~~~~~~~~~~~~
.. tabs::
.. list-table::
:widths: 20 80
:header-rows: 1
:stub-columns: 1
* - 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.
.. _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
=======
Removing an article involves deleting or archiving it.
Delete an article
-----------------
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.
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.
.. 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`.
Archive an article
------------------
Click :guilabel:`Articles`, select an article, and click :menuselection:`Actions --> Archive -->
Archive`.
.. 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`.
.. _knowledge/management/retrieve:
Retrieval
=========
Retrieving Knowledge articles consists of accessing them from various Odoo apps or restoring
previous versions.
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.

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==========
Properties
==========
Properties are fields containing data and that can be added to articles by any user with **write**
access. These fields are shared between all the child articles and article items under the same
parent.
.. note::
To be able to add properties, an article must be either a **child article** or an **article
item**.
Add property fields
===================
Hover above the first-level header to make the buttons appear. Click :menuselection:`⚙ Add
Properties --> Field Type`, select the type and add a default value if needed. To make the fields
appear in **kanban views**, check :guilabel:`View in Kanban` as well. To validate and close the
property creation window, click anywhere.
.. image:: properties/fields.png
:align: center
:alt: Dropdown of property fields types
The different types assess what the field content can be:
.. list-table::
:widths: 20 80
:header-rows: 1
:stub-columns: 1
* - Types
- Uses
* - :guilabel:`Text`
- Allows adding any content with no restriction.
* - :guilabel:`Checkbox`
- Add a checkbox.
* - :guilabel:`Integer`
- Allows adding integer numbers.
* - :guilabel:`Decimal`
- Allows adding any number.
* - :guilabel:`Date`
- Allows selecting a date.
* - :guilabel:`Date & Time`
- Allows selecting a date and time.
Some **field types** need to be configured:
.. image:: properties/manyone.png
:align: center
:alt: property configuration form
.. list-table::
:widths: 20 80
:header-rows: 1
:stub-columns: 1
* - Types
- Uses
* - :guilabel:`Selection`
- Add a drop-down selection menu with restricted values that have been set at the property
creation.
To set it up, click :guilabel:`Add a Value` next to the :guilabel:`Values` field. Enter
predetermined values and press **enter** to validate; you can enter as many values as needed.
Click anywhere to close the property creation window.
* - :guilabel:`Tags`
- Allows creating and applying as many tags as needed.
To set it up, enter your `new_tag` in the :guilabel:`Tags` field, and press **enter** or
click :guilabel:`Create "new_tag"`. Click anywhere to close the window. Then, add the tags
into the property field. To do so, click the property field and choose from the created tags;
enter the tags' name and press **enter**; enter a new tag's name and create a new one on the
spot.
* - :guilabel:`Many2one`
- Choose from a list of records that result from a model's domain. You can only select one
result.
To set it up, click :guilabel:`Search a Model` in the :guilabel:`Model` field, select the
model. Match all records by clicking :guilabel:`## Record(s)`, or filter the results by
clicking :guilabel:`+ Add Filter` and show the records by clicking :guilabel:`## Record(s)`.
* - :guilabel:`Many2many`
- Choose from a list of records that result from a model's domain. You can select as many
results as needed.
To set it up, click :guilabel:`Search a Model` in the :guilabel:`Model` field, select the
model. Match all records by clicking :guilabel:`## Record(s)`, or filter the results by
clicking :guilabel:`+ Add Filter` and show the records by clicking :guilabel:`## Record(s)`.
Delete property fields
======================
To remove a property, click the **pencil** icon next to the targeted property, then click
:menuselection:`Delete --> Delete`.
.. warning::
Once a property field is deleted, you cannot retrieve it.
Hide the property panel
=======================
To hide the property sidebar panel, click the gear :guilabel:`(⚙)` button.

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Pipelines are organized in customizable stages that enable teams to track, prioritize, and solve
customer issues efficiently.
.. _helpdesk/create-team:
Create a Helpdesk team
======================

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@@ -79,7 +79,7 @@ Once an article has been created and assigned to a **Helpdesk** team, content ca
organized through the **Knowledge** app.
.. seealso::
:doc:`Editing Knowledge articles <../../../productivity/knowledge/articles_editing>`
:ref:`Editing Knowledge articles <knowledge/articles_editing/edit-article>`
Search articles from a Helpdesk ticket
--------------------------------------
@@ -143,8 +143,8 @@ Add clipboard boxes to articles
To create a clipboard box, go to :menuselection:`Knowledge app --> Help`. Click on an existing
nested article or create a new one by clicking the |plus| next to *Help*.
Type :kbd:`/` to open the *powerbox*, and view a drop-down list of :doc:`commands
<../../../productivity/knowledge/articles_editing>`. Select or type :kbd:`clipboard`. A gray block
Type :kbd:`/` to open the *powerbox*, and view a drop-down list of :ref:`commands
<knowledge/articles_editing/commands>`. Select or type :kbd:`clipboard`. A gray block
is then added to the page. Add any necessary content to this block.
.. image:: help_center/help-center-knowledge-clipboard-options.png

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@@ -54,7 +54,7 @@ Planning includes the possibility of adding property fields linked to roles to s
To create a property field, switch to the list view from any schedule. From there, click
:guilabel:`View` on the shift that you wish to edit. If the :guilabel:`Role` field is empty, fill it
in with the desired role, then click the cog icon and select :guilabel:`Add Properties`.
:doc:`Configure <../productivity/knowledge/properties>` the new field according to your needs.
:doc:`Configure </applications/essentials/property_fields>` the new field according to your needs.
.. image:: planning/add-properties.png
:alt: Creating a new property field in Planning.

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@@ -15,6 +15,11 @@ content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.r
applications/inventory_and_mrp/purchase/products/uom.rst applications/inventory_and_mrp/inventory/product_management/configure/uom.rst
# applications/productivity/knowledge
applications/productivity/knowledge/articles_editing.rst applications/productivity/knowledge.rst
applications/productivity/knowledge/management.rst applications/productivity/knowledge.rst
# applications/sales
applications/sales/sales/send_quotations.rst applications/sales/sales/sales_quotations.rst # sales/send_quotations --> sales/sales_quotations