[IMP] Productivity: update chatter
closes odoo/documentation#14441
X-original-commit: b359eed886
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: Felicia Kuan <feku@odoo.com>
@@ -4,6 +4,7 @@ Chatter
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.. |user| replace:: :icon:`fa-user-o` :guilabel:`(user)` icon
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.. |paperclip| replace:: :icon:`fa-paperclip` :guilabel:`(paperclip)` icon
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.. |ve| replace:: :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)`
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The *Chatter* feature is integrated throughout Odoo to streamline communication, maintain
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traceability, and provide accountability among team members. Chatter windows, known as *composers*,
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@@ -16,8 +17,8 @@ Chatter thread
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==============
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A *chatter thread* can be found on most pages in the database, and serves as a record of the updates
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and edits made to a record. A note is logged in the chatter thread when a change is made. The note
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includes details of the change, and a time stamp.
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and edits made to a record. A note is logged in the chatter thread when a change is made to the
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record. The note includes details of the change, and a time stamp.
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.. example::
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A user, Mitchell Admin, needs to update the email address of a contact. After they save the
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@@ -29,7 +30,6 @@ includes details of the change, and a time stamp.
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- The updated email address.
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.. image:: chatter/chatter-thread-email-update.png
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:align: center
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:alt: A close up of a chatter thread with an update to a contact record.
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If a record was created, or edited, via an imported file, or was otherwise updated through an
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@@ -37,7 +37,6 @@ intervention by the system, the chatter thread creates a log note, and credits t
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OdooBot.
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.. image:: chatter/odoo-bot-created.png
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:align: center
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:alt: A close up of a chatter thread of an OdooBot created contact record.
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.. _discuss/add-followers:
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@@ -91,7 +90,6 @@ Tick the checkbox for any updates the follower should receive, and clear the che
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updates they should **not** receive. Click :guilabel:`Apply` when finished.
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.. figure:: chatter/chatter-edit-subscription.png
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:align: center
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:alt: The Edit Subscription window on a Helpdesk ticket.
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The Edit Subscription options vary depending on the record type. These are the options for a
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@@ -151,7 +149,6 @@ recipients of the message.
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before the message is sent, or a note is logged.
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.. image:: chatter/send-message-followers.png
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:align: center
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:alt: A chatter composer preparing to send a message to the followers of a CRM opportunity and
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the customer listed on the opportunity record.
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@@ -165,7 +162,6 @@ To open the full composer, click the :icon:`fa-expand` :guilabel:`(expand)` icon
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corner of the composer window.
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.. figure:: chatter/chatter-expand-icon.png
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:align: center
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:alt: A chatter composer with emphasis on the expand icon.
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The expand icon in a chatter composer.
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@@ -174,8 +170,9 @@ Doing this opens a :guilabel:`Compose Email` pop-up window. Confirm or edit the
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:guilabel:`Recipients` of the message, or add additional recipients. The :guilabel:`Subject` field
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auto-populates based on the title of the record, though it can be edited, if desired.
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To use an :doc:`email template <../../general/companies/email_template/>` for the message, select it
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from the drop-down menu in the :guilabel:`Load template` field.
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To use an :doc:`email template <../../general/companies/email_template/>` for the message, click the
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|ve| icon, then select a template from the list. Existing templates can also be overwritten or
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deleted from this menu.
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.. note::
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The number and type of templates available vary, based on the record the message is created from.
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@@ -184,9 +181,29 @@ Click :icon:`fa-paperclip` :guilabel:`(paperclip)` icon to add any files to the
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:guilabel:`Send`.
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.. image:: chatter/chatter-full-composer.png
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:align: center
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:alt: The expanded full chatter composer in the CRM application.
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Generate text with AI
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~~~~~~~~~~~~~~~~~~~~~
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To generate message text using AI, click the AI icon from the expanded chatter composer. This opens
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a :guilabel:`Generate Text with AI` pop-up.
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Enter a prompt in the :guilabel:`Send a message` field to instruct the AI on the type of content
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needed, then press enter, or click the :icon:`fa-paper-plane` :guilabel:`(paper plane)` icon.
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.. image:: chatter/chatter-generate-text-with-ai.png
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:alt: The generate text with AI popup.
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After the text is generated, click :guilabel:`Insert` to insert the text into the message composer.
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.. tip::
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Before sending the final message, be sure to edit any commentary from the AI, or any text in
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brackets.
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.. image:: chatter/chatter-ai-draft-email.png
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:alt: A draft of an email with text generated by AI.
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Edit sent messages
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------------------
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@@ -197,11 +214,10 @@ information.
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When messages are edited after they have been sent, an updated message is **not** sent to the
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recipient.
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To edit a sent message, click the :icon:`fa-ellipsis-h` :guilabel:`(ellipsis)` icon menu to the
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right of the message. Then, select :guilabel:`Edit`. Make any necessary adjustments to the message.
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To edit a sent message, click the |ve| menu to the right of the message. Then, select
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:guilabel:`Edit`. Make any necessary adjustments to the message.
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.. image:: chatter/chatter-edit.png
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:align: center
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:alt: The edit message option in a chatter thread.
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To save the changes, press :command:`Ctrl + Enter`. To discard the changes, press :command:`Escape`.
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@@ -234,7 +250,6 @@ corner of the result to reveal a :guilabel:`Jump` button. Click this button to b
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message's location in the thread.
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.. figure:: chatter/chatter-search.png
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:align: center
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:alt: Search results in a chatter thread emphasising the search icon and the jump button.
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Search results in a chatter thread. Hover over the upper-right corner of a result to see the
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@@ -274,11 +289,12 @@ Add any additional information in the optional :guilabel:`Log a note...` field.
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Lastly, click one of the following buttons:
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- :guilabel:`Schedule`: adds the activity to the chatter under :guilabel:`Planned activities`.
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- :guilabel:`Mark as Done`: adds the details of the activity to the chatter under :guilabel:`Today`.
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The activity is not scheduled, it is automatically marked as completed.
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- :guilabel:`Done \& Schedule Next`: adds the task under :guilabel:`Today` marked as done, and
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opens a new activity window.
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- :guilabel:`Discard`: discards any changes made on the pop-up window.
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- :guilabel:`Schedule & Mark as Done`: adds the details of the activity to the chatter under
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:guilabel:`Today`. The activity is added to :guilabel:`Today`, and is automatically marked as
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done.
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- :guilabel:`Done \& Schedule Next`: adds the task under :guilabel:`Today` marked as done, and opens
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a new activity window.
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- :guilabel:`Cancel`: discards any changes made on the pop-up window.
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Scheduled activities are added to the chatter for the record under :guilabel:`Planned activities`,
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and are color-coded based on their due date.
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@@ -288,7 +304,6 @@ and are color-coded based on their due date.
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- **Green** icons indicate an activity with a due date scheduled in the future.
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.. image:: chatter/chatter-activity-icons.png
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:align: center
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:alt: A chatter thread with planned activities with varying due dates.
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.. tip::
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@@ -296,7 +311,6 @@ and are color-coded based on their due date.
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additional details.
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.. image:: chatter/planned-activity-details.png
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:align: center
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:alt: A detailed view of a planned activity.
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After completing an activity, click :guilabel:`Mark Done` under the activity entry in the chatter.
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@@ -308,7 +322,6 @@ After the activity is marked complete, an entry with the activity type, title, a
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that were included in the pop-up window are listed in the chatter.
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.. image:: chatter/chatter-completed-activity.png
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:align: center
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:alt: A chatter thread with a completed activity, included additional details.
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.. _discuss/attach-files:
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@@ -345,7 +358,6 @@ heading.
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:guilabel:`Files` section from visible to invisible in the chatter thread.
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.. image:: chatter/chatter-attach-files.png
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:align: center
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:alt: A chatter thread with a file attached and the Attach files button added.
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.. _discuss/integrations:
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@@ -385,7 +397,6 @@ pop-up window.
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<productivity/whatsapp/templates>` for more information.
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.. image:: chatter/whats-app-message.png
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:align: center
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:alt: A send WhatsApp message pop-up window.
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Google Translate
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@@ -404,13 +415,11 @@ changes.
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Translate a chatter message
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~~~~~~~~~~~~~~~~~~~~~~~~~~~
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To translate a user's text from another language, click the :icon:`fa-ellipsis-h`
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:guilabel:`(ellipsis)` menu to the right of the chatter. Then, select :guilabel:`Translate`. The
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content translates to the language set in the :doc:`user's preferences
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<../../general/users/language/>`.
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To translate a user's text from another language, click the |ve| menu to the right of the chatter.
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Then, select :guilabel:`Translate`. The content translates to the language set in the :doc:`user's
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preferences <../../general/users/language/>`.
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.. image:: chatter/chatter-translate-message.png
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:align: center
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:alt: alt text
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.. important::
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