diff --git a/content/applications/essentials/html_editor.rst b/content/applications/essentials/html_editor.rst index 5afdffb10..11f2a66d2 100644 --- a/content/applications/essentials/html_editor.rst +++ b/content/applications/essentials/html_editor.rst @@ -4,12 +4,12 @@ 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 the :ref:`Knowledge -articles ` and the :ref:`Studio report -editor `, among others. Start typing or use the -:ref:`toolbar ` or :ref:`powerbox -` for formatting and structuring text. +The Odoo rich-text editor allows for creating and editing rich-text content in HTML fields, such as +the :guilabel:`Internal Notes` and :guilabel:`Description` fields, as well as in the :ref:`Knowledge +articles ` and the :ref:`Studio report editor +`, among others. Start typing or use the :ref:`toolbar +` or :ref:`powerbox ` for +formatting and structuring text. .. tip:: Hover over any element in the text (header, table, clipboard, etc.) to reveal the @@ -22,51 +22,75 @@ Text editor toolbar =================== To edit a word, sentence, or paragraph, select or double-click it to display the text editor -toolbar and apply any of the following formatting options: +toolbar and apply any of the following standard formatting options: -- **Font style**: Change the style using various options, such as :guilabel:`Header 1 to 6, +- **Font style**: Define the font style using various options, such as :guilabel:`Header 1 to 6, Normal, Paragraph, Code`, and :guilabel:`Quote`. -- :guilabel:`B`: Put the text in bold. -- :guilabel:`I`: Put the text in italics. -- :guilabel:`U`: Underline the text. -- :guilabel:`S`: Strike through the text. -- :guilabel:`A` and :icon:`fa-paint-brush` :guilabel:`(paintbrush)` to customize the font and - background colors, respectively: +- **Font size**: Select the preferred font size. +- :icon:`fa-bold` (:guilabel:`Toggle bold`): Put the text in bold. +- :icon:`fa-italic` (:guilabel:`Toggle italic`): Put the text in italics. +- :icon:`fa-underline` (:guilabel:`Toggle underline`): Underline the text. +- :icon:`fa-font` (:guilabel:`Apply Font Color`): Customize the font colors: - :guilabel:`Solid`: Select the preferred color from the predefined palette. - :guilabel:`Custom`: Customize the color palette using the wheel or by configuring the :guilabel:`hex` code and :guilabel:`RGBA` values. - :guilabel:`Gradient`: Select a predefined gradient or customize it by choosing between :guilabel:`Linear` or :guilabel:`Radial` and adjusting the wheel. + - :icon:`fa-trash` (:guilabel:`Reset`): Restore the original font/background color. -- **Font size**: Adjust the size of the text. -- :icon:`fa-list-ul` (:guilabel:`bulleted list`): Turn the text into a bulleted list. -- :icon:`fa-list-ol` (:guilabel:`numbered list`): Turn the text into a numbered list. -- :icon:`fa-check-square-o` (:guilabel:`checklist`): Turn the text into a checklist. -- :icon:`fa-link` (:guilabel:`link`): Insert or edit a URL link to a selected text, and optionally - upload an image using its file URL. -- :guilabel:`Translate`: Translate the content in the :doc:`installed languages - `. -- :icon:`fa-magic` :guilabel:`AI` (:guilabel:`ChatGPT`): Get AI-generated suggestions and adjust - the tone by clicking buttons such as :guilabel:`Correct, Shorten, Lengthen, Friendly, - Professional`, and :guilabel:`Persuasive`. +- :icon:`fa-link` (:guilabel:`Add a link`): Insert or edit a URL link to a selected text, and + optionally upload an image using its file URL. +- :guilabel:`Odoo AI`: Write a prompt and get AI-generated content. Optionally, click the + AI suggestions instead of writing a prompt. + +Click the :icon:`fa-ellipsis-v` (:guilabel:`Expand toolbar`) icon to display additional formatting +options: + +- **Font family**: Use the :guilabel:`Default system font` or select a preferred font family for + the text. +- :icon:`fa-strikethrough` (:guilabel:`Toggle strikethrough`): Strike through the text. +- :icon:`fa-paint-brush` :guilabel:`(Apply Background Color)`: Customize the background colors. +- :icon:`fa-eraser` (:guilabel:`Remove Format`): Remove all formatting applied to a selected text. +- :icon:`fa-list-ul` (:guilabel:`Toggle List`): Select the following list options: + + - :icon:`fa-list-ul` (:guilabel:`Bulleted list`): Turn the text into a bulleted list. + - :icon:`fa-list-ol` (:guilabel:`Numbered list`): Turn the text into a numbered list. + - :icon:`fa-check-square-o` (:guilabel:`Checklist`): Turn the text into a checklist. + +- :icon:`fa-align-left` (:guilabel:`Align text`): Select the following text alignments: + + - :icon:`fa-align-left` (:guilabel:`align left`): Align the text on the left. + - :icon:`fa-align-center` (:guilabel:`align center`): Align the text in the center. + - :icon:`fa-align-right` (:guilabel:`align right`): Align the text on the right. + - :icon:`fa-align-justify` (:guilabel:`justify`): Apply straight edges to both text margins. + +- :guilabel:`Translate with AI`: Translate the content in the :doc:`installed languages + ` with AI. .. image:: html_editor/style-and-colors.png :alt: Text editor's toolbox - .. tip:: - Use the following keyboard shortcuts to apply formatting: - - **Emphasis**: Press `CTRL`/`CMD` + `B`, `CTRL`/`CMD` + `I`, or `CTRL`/`CMD` + `U` to apply - the bold, italics, or underlined effect. - - **Numbered list**: Type `1.`, `1)`, `A.`, or `A)` to start a numbered list. - - **Bulleted list**: Type `*` or `-` to start a bulleted list. + - Use the following keyboard shortcuts to apply formatting: + + - **Emphasis**: Press `CTRL`/`CMD` + `B`, `CTRL`/`CMD` + `I`, or `CTRL`/`CMD` + `U` to apply + the bold, italics, or underlined effect. + - **Numbered list**: Type `1.`, `1)`, `A.`, or `A)` to start a numbered list. + - **Bulleted list**: Type `*` or `-` to start a bulleted list. + + - Click a hyperlinked text and perform one of the following actions: :icon:`fa-clipboard` + (:guilabel:`Copy Link`), :icon:`fa-pencil-square-o` (:guilabel:`Edit Link`), or + :icon:`fa-chain-broken` (:guilabel:`Remove Link`). .. _essentials/html_editor/commands: Powerbox commands ================= +Commands enable editing and managing various types of features within the text editor, such as +tables, banners, headers, and more. + To use a command, type `/` to open the powerbox, then enter the command's name or select from multiple features to insert tables, images, banners, etc. @@ -88,26 +112,24 @@ multiple features to insert tables, images, banners, etc. * - Command - Use - * - :guilabel:`Separator` + * - :icon:`fa-minus` :guilabel:`Separator` - Insert a horizontal rule separator. - * - :guilabel:`2 columns` + * - :icon:`fa-columns` :guilabel:`2 columns` - Convert into 2 columns. - * - :guilabel:`3 columns` + * - :icon:`fa-columns` :guilabel:`3 columns` - Convert into 3 columns. - * - :guilabel:`4 columns` + * - :icon:`fa-columns` :guilabel:`4 columns` - Convert into 4 columns. - * - :guilabel:`Table` + * - :icon:`fa-table` :guilabel:`Table` - Insert a table. - * - :guilabel:`Bulleted list` + * - :icon:`fa-list-ul` :guilabel:`Bulleted list` - Create a bulleted list. - * - :guilabel:`Numbered list` + * - :icon:`fa-list-ol` :guilabel:`Numbered list` - Create a numbered list. - * - :guilabel:`Checklist` + * - :icon:`fa-check-square-o` :guilabel:`Checklist` - Create a checklist. - * - :guilabel:`Quote` - - Add a blockquote section. - * - :guilabel:`Code` - - Add a code section. + * - :icon:`fa-caret-square-o-right` :guilabel:`Toggle list` + - Hide a group of text under a foldable toggle. .. note:: To organize a table, hover over a column or row to reveal the table menu. Click the @@ -117,40 +139,44 @@ multiple features to insert tables, images, banners, etc. .. tab:: Banner .. list-table:: - :widths: 20 80 + :widths: 30 70 :header-rows: 1 :stub-columns: 1 * - Command - Use - * - :guilabel:`Banner Info` + * - :icon:`fa-info-circle` :guilabel:`Banner Info` - Insert an info banner. - * - :guilabel:`Banner Success` + * - :icon:`fa-check-circle` :guilabel:`Banner Success` - Insert a success banner. - * - :guilabel:`Banner Warning` + * - :icon:`fa-exclamation-triangle` :guilabel:`Banner Warning` - Insert a warning banner. - * - :guilabel:`Banner Danger` + * - :icon:`fa-exclamation-circle` :guilabel:`Banner Danger` - Insert a danger banner. .. tab:: Format .. list-table:: - :widths: 20 80 + :widths: 30 70 :header-rows: 1 :stub-columns: 1 * - Command - Use - * - :guilabel:`Heading 1` + * - :icon:`fa-header` :guilabel:`Heading 1` - Big section heading. - * - :guilabel:`Heading 2` + * - :icon:`fa-header` :guilabel:`Heading 2` - Medium section heading. - * - :guilabel:`Heading 3` + * - :icon:`fa-header` :guilabel:`Heading 3` - Small section heading. - * - :guilabel:`Text` + * - :icon:`fa-paragraph` :guilabel:`Text` - Paragraph block: Insert a paragraph. - * - :guilabel:`Switch direction` + * - :icon:`fa-exchange` :guilabel:`Switch direction` - Switch the text's direction. + * - :icon:`fa-quote-right` :guilabel:`Quote` + - Add a blockquote section. + * - :icon:`fa-code` :guilabel:`Code` + - Add a code section. .. tab:: Media @@ -161,39 +187,30 @@ multiple features to insert tables, images, banners, etc. * - Command - Use - * - :guilabel:`Media` + * - :icon:`fa-file-image-o` :guilabel:`Media` - :ref:`Insert an image ` or icon: :doc:`Search the Unsplash database ` or upload images, documents, or icons. - * - :guilabel:`Clipboard` - - Add a clipboard section to store content and reuse it in other apps. - * - :guilabel:`Upload a file` + * - :icon:`fa-upload` :guilabel:`Upload a file` - Add a download box: share images, recordings, or documents that internal users can download. .. tab:: Navigation .. list-table:: - :widths: 20 80 + :widths: 30 70 :header-rows: 1 :stub-columns: 1 * - Command - Use - * - :guilabel:`Link` + * - :icon:`fa-link` :guilabel:`Link` - Add a link: Type the label and enter a URL or upload a file, then click :guilabel:`Apply`. - * - :guilabel:`Button` + * - :icon:`fa-link` :guilabel:`Button` - Add a button: Type the label, enter a URL or upload a file, select the button style, type, and size, then click :guilabel:`Apply`. - * - :guilabel:`Article` - - Insert a shortcut to a :doc:`Knowledge article `. - * - :guilabel:`Appointment` - - Add a specific appointment: Select one or several appointment type(s) to assign to - relevant users, then click :guilabel:`Insert a link`. - * - :guilabel:`Table Of Content` + * - :icon:`fa-bookmark` :guilabel:`Table Of Contents` - Highlight the structure (headings): Create a table of content based on the headings. - * - :guilabel:`Video Link` - - Insert a video: Copy-paste the video URL (Youtube, Vimeo, Dailymotion, and Youku only). .. tab:: Widget @@ -204,43 +221,19 @@ multiple features to insert tables, images, banners, etc. * - Command - Use - * - :guilabel:`Emoji` + * - :icon:`fa-smile-o` :guilabel:`Emoji` - Add an emoji: search for the desired emoji. - * - :guilabel:`3 Stars` + * - :icon:`fa-star-o` :guilabel:`3 Stars` - Insert a rating of up to 3 stars. - * - :guilabel:`5 Stars` + * - :icon:`fa-star` :guilabel:`5 Stars` - Insert a rating of up to 5 stars. - .. tab:: AI Tools - - .. list-table:: - :widths: 20 80 - :header-rows: 1 - :stub-columns: 1 - - * - Command - - Use - * - :guilabel:`ChatGPT` - - Generate content with AI. - - .. tab:: Basic Block - - .. list-table:: - :widths: 20 80 - :header-rows: 1 - :stub-columns: 1 - - * - Command - - Use - * - :guilabel:`Signature` - - Insert your signature. - .. _insert-media: Insert media ------------ -To insert media, type `/Media` or click the :icon:`fa-file-image-o` :guilabel:`(image)` icon in the +To insert media, type `/Media` or click the :icon:`fa-file-image-o` :guilabel:`(media)` icon in the tooltip, then choose from the following tabs: - :guilabel:`Images` @@ -256,7 +249,13 @@ tooltip, then choose from the following tabs: - :guilabel:`Add URL`: Copy-paste a valid URL. - :guilabel:`Upload a document`: Upload a document from a local drive. -- :guilabel:`Icons`: Search an icon from the selection in the database. +- :guilabel:`Icons`: Search for and select one of the available icons. +- :guilabel:`Videos`: Paste a video URL of the following sources: YouTube, Vimeo, Dailymotion, and + Youku. Alternatively, type code to embed a video. + +.. note:: + When adding a video, use the toggles to enable autoplay or looping, hide player controls or the + fullscreen button, or set a start time. Media editor toolbar ~~~~~~~~~~~~~~~~~~~~ @@ -264,23 +263,22 @@ Media editor toolbar After :ref:`inserting an image `, click it to display the media editor toolbar, and apply any of the following formatting options: -- :icon:`fa-search-plus` (:guilabel:`preview`): Preview the image, zoom in or out, print it or - download it. Exit the preview by clicking the :icon:`fa-times` :guilabel:`(close)` icon in the - top right corner. -- :guilabel:`Description`: Edit the image description and tooltip, then click :guilabel:`Save`. -- :icon:`fa-square` (:guilabel:`rounded`): Apply a rounded shape to the corners of the image. -- :icon:`fa-circle-o` (:guilabel:`circle`): Apply a circular shape to the image. -- :icon:`fa-sun-o` (:guilabel:`shadow`): Apply a shadow effect to the image. -- :icon:`fa-picture-o` (:guilabel:`image`): Apply a border to the image. -- :icon:`fa-plus-square-o` (:guilabel:`padding`): Add an image padding and choose from small, - medium, large, or extra large sizes. -- :guilabel:`Default`: Restore the image to its default size. -- :guilabel:`100%`: Set the image to full size. -- :guilabel:`50%`: Set the image to half its size. -- :guilabel:`25%`: Set the image to a quarter of its size. +- :icon:`fa-search-plus` (:guilabel:`Preview image`): Preview the image, zoom in or out, rotate it, + print it, or download it. Exit the preview by clicking the :icon:`fa-times` :guilabel:`(close)` + icon in the top right corner. +- :guilabel:`Description`: Edit the image description and tooltip, then click :guilabel:`Apply`. +- :guilabel:`Caption`: Write a caption under 100 characters below the image. +- :icon:`fa-square` (:guilabel:`Rounded`): Apply a rounded shape to the corners of the image. +- :icon:`fa-circle-o` (:guilabel:`Circle`): Apply a circular shape to the image. +- :icon:`fa-sun-o` (:guilabel:`Shadow`): Apply a shadow effect to the image. +- :icon:`fa-picture-o` (:guilabel:`Thumbnail`): Apply a border to the image. +- :icon:`fa-plus-square-o` (:guilabel:`Padding`): Add an image padding and choose from + :guilabel:`Small`, :guilabel:`Medium`, :guilabel:`Large`, or :guilabel:`XL` sizes. +- :guilabel:`Resize`: Restore the image to its default size or set its size to :guilabel:`25%`, + :guilabel:`50%`, or :guilabel:`100%`. - :icon:`fa-object-ungroup` (:guilabel:`object`): Resize and rotate the image. Click the :icon:`fa-object-ungroup` :guilabel:`(object)` icon a second time to reset the transformation. -- :icon:`fa-crop` (:guilabel:`crop`): Crop the image manually or apply the following options: +- :icon:`fa-crop` (:guilabel:`Crop image`): Crop the image manually or apply the following options: - Choose from the `Flexible`, `16:9`, `4:3`, `1:1`, or `2:3` aspect ratios. - Zoom in or out. @@ -288,9 +286,21 @@ apply any of the following formatting options: - Flip horizontally or vertically. - Reset the image. -- :guilabel:`Replace`: Replace the image by searching in the :doc:`Unsplash +- :icon:`fa-link` (:guilabel:`Add a link`): Add a link to the image, type the URL, then click + :guilabel:`Apply`. To remove the link, click :icon:`fa-unlink` (:guilabel:`Remove Link`). +- :icon:`fa-exchange` (:guilabel:`Replace`): Replace the image by searching in the :doc:`Unsplash ` database, adding a URL, or uploading a different one. -- :icon:`fa-link` (:guilabel:`link`): Insert a link to the image, type the URL, then click - :guilabel:`Apply`. To remove the link, click the :icon:`fa-chain-broken` :guilabel:`(unlink)` icon. -- :icon:`fa-trash` (:guilabel:`trash`): Remove the image. +- :icon:`fa-trash` (:guilabel:`Delete`): Delete the image. + +Icon editor toolbar +~~~~~~~~~~~~~~~~~~~ + +After :ref:`inserting an icon `, click it to display the icon editor toolbar, and +apply any of the following formatting options: + +- :icon:`fa-font` (:guilabel:`Select Font Color`): Customize the font color. +- :icon:`fa-paint-brush` (:guilabel:`Select Background Color`): Customize the background color. +- :guilabel:`Resize icon`: From :guilabel:`1x` to :guilabel:`5x`. +- :icon:`fa-play` (:guilabel:`Toggle icon spin`): Activate the spin animation. +- :guilabel:`Replace`: Select a different icon. diff --git a/content/applications/essentials/html_editor/style-and-colors.png b/content/applications/essentials/html_editor/style-and-colors.png index f1ee33fb4..f8d0bfdc5 100644 Binary files a/content/applications/essentials/html_editor/style-and-colors.png and b/content/applications/essentials/html_editor/style-and-colors.png differ diff --git a/content/applications/productivity/knowledge.rst b/content/applications/productivity/knowledge.rst index 26f47bf7b..cbb261a10 100644 --- a/content/applications/productivity/knowledge.rst +++ b/content/applications/productivity/knowledge.rst @@ -22,8 +22,9 @@ is created under another, the original one is the **parent article**, while the **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. +.. tip:: + To create a nested article, hover over an article in the sidebar tree and click the + :icon:`fa-plus` :guilabel:`(plus)` icon. From scratch ------------ @@ -64,6 +65,10 @@ To edit an article, select it in the sidebar tree, then edit its content and for commands `, and adding a :ref:`cover picture ` with a :ref:`title emoji `. +.. tip:: + To enlarge or reduce the article's width, click the :icon:`fa-ellipsis-v` (:guilabel:`More + actions`) icon, then toggle the :icon:`oi-arrows-h` :guilabel:`Full Width` on or off. + .. _knowledge/articles_editing/text-editor: Text editor toolbar @@ -105,6 +110,12 @@ following commands are exclusive to the Knowledge app: * - :guilabel:`Item Calendar` - Insert a Calendar view and create :ref:`article items `. + * - :guilabel:`Clipboard` + - Add a clipboard section to store content and reuse it in other apps. + * - :guilabel:`Foldable Section` + - Hide the text inside a foldable section. + * - :guilabel:`Article` + - Insert a shortcut to an article. .. _knowledge/articles_editing/items: @@ -123,24 +134,25 @@ consistent information across related items and articles. 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 ` 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 add a cover picture, click the :icon:`fa-ellipsis-v` (:guilabel:`More actions`) icon, then +:guilabel:`Add Cover`. 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:`Replace Cover`: Search from the :doc:`Unsplash + ` database library, click :guilabel:`Add URL` and + paste the **image address**, or click :guilabel:`Upload an image` to upload a file into the image + library. +- :guilabel:`Reposition`: Adjust the picture, then click :guilabel:`Save Position` or + :guilabel:`Cancel`. - :guilabel:`Remove`. +.. note:: + - After clicking :guilabel:`Add Cover`, a cover picture is automatically attributed to the + article based on the title. + - A removed cover picture can be retrieved in the database library. To delete it, hover the + mouse over it and click the :icon:`fa-trash` (:guilabel:`trash`) icon. + .. _knowledge/articles_editing/emoji: Title emoji @@ -148,9 +160,8 @@ 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 +- Click the :icon:`fa-ellipsis-v` (:guilabel:`More actions`) 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. @@ -187,15 +198,15 @@ Knowledge allows for managing articles, which consists of :ref:`structuring Basic management ---------------- -Click the :icon:`fa-ellipsis-v` (:guilabel:`ellipsis`) icon and select one of the following actions -for basic article management: +Click the :icon:`fa-ellipsis-v` (:guilabel:`More actions`) 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:`Download PDF`: 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. @@ -212,7 +223,7 @@ for basic article management: .. 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` / + - Click the :icon:`fa-search` (:guilabel:`search`) 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 `. Alternatively, hover over the :guilabel:`Workspace` category and click the :icon:`fa-eye` (:guilabel:`eye`) icon to find @@ -258,6 +269,11 @@ inviting :ref:`users `, providing :ref:`onlin 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**. +.. tip:: + To copy a specific section of an article, hover over the header (`H1`, `H2`, and `H3`), and click + the :icon:`fa-link` (:guilabel:`link`) icon. Clicking the shared link leads to the selected + section of the article. + .. _knowledge/articles_editing/rights: Configure access rights @@ -265,8 +281,8 @@ Configure access rights Click :guilabel:`Share` in the top-right menu to configure access rights. -Default access rights -********************* +General access +************** .. tabs:: @@ -277,18 +293,18 @@ Default access rights * - Setting - Use - * - :guilabel:`Can edit` + * - :guilabel:`Can Edit` - Allow all internal users to edit the article. - * - :guilabel:`Can read` + * - :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. + * - :guilabel:`Members only` + - Allow only members to access the article from the sidebar tree or by searching for it in + the command palette. .. _knowledge/articles_editing/visibility: -Visibility -********** +Show in workspace +***************** .. tabs:: @@ -301,8 +317,8 @@ Visibility - 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 + * - :guilabel:`Members only` + - The article is only visible in the sidebar tree to :ref:`members `, while other users can find it using the hidden article search by pressing `CTRL` / `CMD` + `K` and typing `$`. @@ -319,7 +335,7 @@ Visibility Invite specific users ~~~~~~~~~~~~~~~~~~~~~ -To grant specific internal or portal users access to a private article or to share a +To grant specific internal or portal users access to a private nested article or to share a :guilabel:`Workspace` article with a portal user, follow these steps: #. Click :guilabel:`Share` in the top-right menu. @@ -332,8 +348,8 @@ To grant specific internal or portal users access to a private article or to sha 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. +To generate a URL and share an article, click :guilabel:`Share` and activate the :guilabel:`Share to +web` toggle. Click :guilabel:`Copy Link` to copy the article's URL. .. note:: - If an article contains :ref:`inserted views `, users with @@ -350,8 +366,8 @@ 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 +Select an article in the sidebar tree and click the :icon:`fa-ellipsis-v` (:guilabel:`More actions`) +icon, then :guilabel:`Send to Trash`. Alternatively, drag and drop the article under :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. @@ -380,11 +396,11 @@ Archive`. Retrieval --------- -Retrieving Knowledge articles consists of accessing them from various Odoo apps or restoring -previous versions. +Retrieving Knowledge articles consists of accessing them from Odoo apps or restoring previous +versions. -Access articles from various apps -~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +Access articles from Odoo apps +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Knowledge articles are accessible from the :ref:`form view ` of various apps. Click the :icon:`fa-bookmark` :guilabel:`(Knowledge)` icon in the top right corner to open @@ -399,8 +415,8 @@ 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`. +:icon:`fa-ellipsis-v` (:guilabel:`More actions`) icon, then :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 @@ -412,17 +428,16 @@ icon to open the version history. Select a version and click :guilabel:`Restore Properties ========== -Properties are custom fields for storing and managing information that users with `Can edit` -:ref:`access rights ` can add to :ref:`nested articles -` or :ref:`article items +Properties are custom fields for storing and managing information that members can add to +:ref:`nested articles ` or :ref:`article items `. -To add a property, click the :icon:`fa-ellipsis-v` (:guilabel:`ellipsis`) icon, then +To add a property, click the :icon:`fa-ellipsis-v` (:guilabel:`More actions`) 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 -`. +.. seealso:: + :doc:`/applications/essentials/property_fields` .. note:: - Click outside the property field window to save a property.