diff --git a/content/applications/finance.rst b/content/applications/finance.rst index 67be59b0a..56ab1b6c4 100644 --- a/content/applications/finance.rst +++ b/content/applications/finance.rst @@ -7,4 +7,5 @@ Finance finance/accounting finance/expenses - finance/sign + finance/documents + finance/sign \ No newline at end of file diff --git a/content/applications/finance/documents.rst b/content/applications/finance/documents.rst new file mode 100644 index 000000000..940319431 --- /dev/null +++ b/content/applications/finance/documents.rst @@ -0,0 +1,124 @@ +========= +Documents +========= + +**Odoo Documents** allows you to store, view and manage files within Odoo. + +You can upload any type of file (max 64MB per file on Odoo Online/SaaS), and organize them in +various workspaces. + +.. seealso:: + - `Odoo Documents: product page `_ + +Workflow actions +================ + +Workflow actions are automated actions you can create and customize at the level of each +workspace. They appear next to a file whenever it meets the criteria you set. That way you can, +for example, add tags to a file or move it to another workspace with a single click. Workflow +actions help you streamline the management of your documents and your overall business operations. + +Create workflow actions +----------------------- + +To create workflow actions, go to :menuselection:`Documents --> Configuration --> Workspaces` and +select the workspace where the action should apply. Click on the *Actions* smart button, and then +on *Create*. + +.. image:: documents/access-workflow-actions.png + :align: center + :alt: Workflow actions smart button in Odoo Documents + +.. note:: + An action applies to all *Child Workspaces* under the *Parent Workspace* you selected. + +.. tip:: + If you use the :doc:`developer mode <../general/developer_mode/activate>`, you can directly + access all your actions by going to :menuselection:`Documents --> Configuration --> Actions`. + +Set the conditions +------------------ + +After naming your workflow action, you can set the conditions that trigger the appearance of the +action button on the right-side panel when selecting a file. + +There are three basic types of conditions you can set: + +#. **Tags**: you can both use the *Contains* and *Does not contain* conditions, meaning the files + *must have* or *mustn't have* the tags set here. + +#. **Contact**: the files must be associated with the contact set here. + +#. **Owner**: the files must be associated with the owner set here. + +.. image:: documents/basic-condition-example.png + :align: center + :alt: Example of a workflow action's basic condition in Odoo Documents + +.. tip:: + If you don't set any conditions, the action button appears for all files located inside the + selected workspace. + +Advanced condition type: domain +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +.. important:: + It is recommended to have some knowledge of Odoo development to properly configure *Domain* + filters. + +To access the *Domain* condition, the :doc:`developer mode <../general/developer_mode/activate>` +needs to be activated. Once that's done, select the *Domain* condition type, and click on *Add +Filter*. + +.. image:: documents/activate-domain-condition.png + :align: center + :alt: Activating the domain condition type in Odoo Documents + +To create a rule, you typically select a field, an operator, and a value. For example, if you want +to add a workflow action to all the PDF files inside a workspace, set the field to *Mime Type*, the +operator to *contains*, and the value to *pdf*. + +.. image:: documents/domain-condition-example.png + :align: center + :alt: Example of a workflow action's domain condition in Odoo Documents + +Click on *Add node* (plus-circle icon) and *Add branch* (ellipsis icon) to add conditions and +sub-conditions. You can then specify if your rule should match *ALL* or *ANY* conditions. You can +also edit the rule directly using the *Code editor*. + +.. image:: documents/use-domain-condition.png + :align: center + :alt: Add a node or a branch to a workflow action's condition in Odoo Documents + +Configure the actions +--------------------- + +Select the *Actions* tab to set up your action. You can simultaneously: + +- **Set Contact**: add a contact to the file, or replace an existing contact with a new one. +- **Set Owner**: add an owner to the file, or replace an existing owner with a new one. +- **Move to Workspace**: move the file to any workspace. +- **Create**: create one of the following items attached to the file in your database: + + - **Product template**: create a product you can edit directly. + - **Task**: create a Project task you can edit directly. + - **Signature request**: create a new Sign template to send out. + - **Sign directly**: create a Sign template to sign directly. + - **Vendor bill**: create a vendor bill using OCR and AI to scrape information from the file + content. + - **Customer invoice**: create a customer invoice using OCR and AI to scrape information from + the file. + - **Vendor credit note**: create a vendor credit note using OCR and AI to scrape information + from the file. + - **Credit note**: create a customer credit note using OCR and AI to scrape information from + the file. + - **Applicant**: create a new HR application you can edit directly. + +- **Set Tags**: add, remove, and replace any number of tags. +- **Activities - Mark all as Done**: mark all activities linked to the file as done. +- **Activities - Schedule Activity**: create a new activity linked to the file as configured in + the action. You can choose to set the activity on the document owner. + +.. image:: documents/workflow-action-example.png + :align: center + :alt: Example of a workflow action Odoo Documents \ No newline at end of file diff --git a/content/applications/finance/documents/access-workflow-actions.png b/content/applications/finance/documents/access-workflow-actions.png new file mode 100644 index 000000000..4de985a82 Binary files /dev/null and b/content/applications/finance/documents/access-workflow-actions.png differ diff --git a/content/applications/finance/documents/activate-domain-condition.png b/content/applications/finance/documents/activate-domain-condition.png new file mode 100644 index 000000000..477ec4895 Binary files /dev/null and b/content/applications/finance/documents/activate-domain-condition.png differ diff --git a/content/applications/finance/documents/basic-condition-example.png b/content/applications/finance/documents/basic-condition-example.png new file mode 100644 index 000000000..15c8037dd Binary files /dev/null and b/content/applications/finance/documents/basic-condition-example.png differ diff --git a/content/applications/finance/documents/domain-condition-example.png b/content/applications/finance/documents/domain-condition-example.png new file mode 100644 index 000000000..7af878b01 Binary files /dev/null and b/content/applications/finance/documents/domain-condition-example.png differ diff --git a/content/applications/finance/documents/use-domain-condition.png b/content/applications/finance/documents/use-domain-condition.png new file mode 100644 index 000000000..1e59123b8 Binary files /dev/null and b/content/applications/finance/documents/use-domain-condition.png differ diff --git a/content/applications/finance/documents/workflow-action-example.png b/content/applications/finance/documents/workflow-action-example.png new file mode 100644 index 000000000..c3bb6c605 Binary files /dev/null and b/content/applications/finance/documents/workflow-action-example.png differ