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.