[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>
This commit is contained in:
jero-odoo
2025-08-27 14:23:24 +00:00
parent 779f39f7e3
commit dd3cdfa88b
11 changed files with 38 additions and 29 deletions

View File

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

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