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194 lines
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===============
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Property fields
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===============
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Property fields, or properties, enable the customization of a :ref:`form
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<studio/views/general/form>` view by adding various :ref:`field types <property_field/add>`. These
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fields allow information storage and management by adding values.
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.. admonition:: Property vs. regular fields
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Properties act as pseudo-fields; they behave like regular fields but are not saved as columns in
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the database. They also rely on a defined :ref:`parent record <property-fields/properties-apps>`.
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.. example::
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Adding a property to a *task* inserts a field in *all tasks* within the *same
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project* while other projects' tasks remain unaffected.
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.. _property_field/add:
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Add property fields
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-------------------
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To add a first property field to a :ref:`form view <studio/views/general/form>`, click the
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:icon:`fa-cog` (:guilabel:`Actions`) icon, then select :icon:`fa-cogs` :guilabel:`Add Properties`.
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In the popover, enter the property's :guilabel:`Label`, choose a :guilabel:`Field Type`, and then
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configure the field based on the selected type:
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.. list-table::
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:header-rows: 1
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:widths: 15 30 55
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* - Field type
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- Use
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- Options
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* - :ref:`Text <studio/fields/simple-fields-text>`
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- Short text on a single line
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- Enter a :guilabel:`Default Value` if desired.
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* - :ref:`Checkbox <studio/fields/simple-fields-checkbox>`
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- Checked or unchecked status
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- Choose the :guilabel:`Default State`.
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* - :ref:`Integer <studio/fields/simple-fields-integer>`
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- Integer numbers (:dfn:`positive, negative, or zero, without a decimal`)
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- Enter a :guilabel:`Default Value` if desired.
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* - :ref:`Decimal <studio/fields/simple-fields-decimal>`
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- Decimal numbers (:dfn:`positive, negative, or zero, with a decimal`)
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- Enter a :guilabel:`Default Value` if desired.
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* - :ref:`Date <studio/fields/simple-fields-date>`
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- Selection of a date on a calendar
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- Select a :guilabel:`Default Value` if desired.
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* - :ref:`Date & Time <studio/fields/simple-fields-date-time>`
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- Selection of a date on a calendar and a time on a clock
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- Select a :guilabel:`Default Value` if desired.
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* - :ref:`Selection <studio/fields/simple-fields-selection>`
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- Selection of a value from a group of predefined values
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- Add a selectable option by clicking :icon:`fa-plus` :guilabel:`Add a Value` and entering the
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:guilabel:`Option Name`.
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If desired, set an option as default by clicking the :icon:`fa-star-o`
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(:guilabel:`Select Default`) button.
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Reorder the options by dragging and dropping them using the :icon:`oi-draggable`
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(:guilabel:`drag handle`) button.
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Delete an option by clicking the :icon:`fa-trash-o` (:guilabel:`Remove Property`) button.
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* - :ref:`Tags <studio/fields/relational-fields-tags>`
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- Selection of multiple values in the form of tags
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- Enter a :guilabel:`Tag` name and press `Enter` to save it.
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Change a tag's color by clicking it and selecting another one.
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* - :ref:`Many2one <studio/fields/relational-fields-many2one>`
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- Selection of a single record from another model
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- Enter the :guilabel:`Model` name. Configure its :ref:`Domain <search/custom-filters>` to
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filter records if needed.
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Select a :guilabel:`Default Value` if desired.
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* - :ref:`Many2many <studio/fields/relational-fields-many2many>`
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- Selection of multiple records from another model
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- Enter the :guilabel:`Model` name. Configure its :ref:`Domain <search/custom-filters>` to
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filter records if needed.
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Select a :guilabel:`Default Value` if desired.
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* - :guilabel:`Separator`
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- Group several properties under a foldable label
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-
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Click outside the popover to save the added property.
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.. note::
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- Select whether to display the property in the Kanban, List, or Calendar views cards for every
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field with the :guilabel:`Display in Cards` option.
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- To add another property, click :icon:`fa-plus` :guilabel:`Add a Property` at the bottom of the
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form while in :icon:`fa-cogs` :guilabel:`Add Properties` mode.
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.. tip::
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To edit an existing property, hover the cursor over the property:
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- Click the :icon:`fa-pencil` (:guilabel:`pencil`) button to open a popover and modify the
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property. In the popover, click the :icon:`fa-chevron-up` (up) or :icon:`fa-chevron-down`
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(down) chevron to move a property upwards or downwards.
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- Click :icon:`fa-trash` :guilabel:`Delete`, then :guilabel:`Delete` to delete it. Deleting
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a property is permanent.
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- Use the :icon:`oi-draggable` (:guilabel:`drag handle`) icon to drag and drop the property to
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reorder or regroup.
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.. _property-fields/properties-apps:
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Properties across apps
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----------------------
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Property fields can be defined in the :ref:`form view <studio/views/general/form>` of multiple
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models. Once set, the property is shared by all records that are linked to the same *parent*.
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.. list-table::
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:widths: 20 40 40
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:header-rows: 1
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:stub-columns: 1
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* - App
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- Model
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- Parent
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* - :guilabel:`Accounting`
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- :ref:`Asset/Revenue Recognition <create-assets-entry>`
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:doc:`Loan </applications/finance/accounting/bank/loans>`
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- :ref:`Asset model <assets/asset-model>`
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:ref:`Journal <cheat_sheet/journals>`
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* - :guilabel:`Appraisals`
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- :ref:`Employee Appraisal <appraisals/manual>`
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- :ref:`Department <employee/create-departments>`
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* - :guilabel:`CRM`
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- :doc:`Lead/Opportunity </applications/sales/crm/acquire_leads/email_manual>`
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- :ref:`Sales team <crm/sales-team-dashboard>`
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* - :guilabel:`Employees`
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- :ref:`Employee <employees/general-info>`
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- :ref:`Company <employees/general-info>`
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* - :guilabel:`Events`
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- :doc:`Event Registration </applications/marketing/events/registration_desk>`
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- :ref:`Event <events/new-event>`
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* - :guilabel:`Fleet`
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- :doc:`Vehicle </applications/hr/fleet/new_vehicle>`
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- :ref:`Vehicle model <fleet/add-model>`
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* - :guilabel:`Frontdesk`
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- :ref:`Frontdesk Visitors <frontdesk/list>`
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- :ref:`Station <frontdesk/stations>`
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* - :guilabel:`Helpdesk`
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- :ref:`Ticket <helpdesk/follow>`
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- :ref:`Helpdesk team <helpdesk/create-team>`
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* - :guilabel:`Inventory`
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- :ref:`Lot/Serial <inventory/product_management/edit-lot>`
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:doc:`Transfer
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</applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave>`
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:ref:`Batch Transfer <inventory/misc/batch_picking>`
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- :ref:`Product variant <product-variants/add-product-variants>`
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:ref:`Operation type <inventory/product_management/operation-type-setting>`
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:ref:`Operation type <inventory/product_management/operation-type-setting>`
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* - :guilabel:`Knowledge`
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- :ref:`Knowledge Article <knowledge/articles_editing/create-article>`
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- :ref:`Parent article <knowledge/articles_editing/create-article>`
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* - :guilabel:`Maintenance`
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- :ref:`Maintenance Equipment <maintenance/equipment_management/add_new_equipment>`
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- :ref:`Equipment category <maintenance/equipment_management/add_new_equipment>`
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* - :guilabel:`Meeting Rooms`
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- Room
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- Office
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* - :guilabel:`Planning`
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- :ref:`Shift <planning/roles>`
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- :ref:`Role <planning/roles>`
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* - :guilabel:`Project` / :guilabel:`Field Service`
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- :ref:`Task <task_creation/task-configuration>`
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- :ref:`Project <project_management/configuration>`
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* - :guilabel:`Recruitment`
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- :ref:`Applicant <recruitment/quick-add-applicant>`
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:ref:`Job Position <recruitment/new_job_position/edit>`
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Candidate
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- :ref:`Job position <job-position/create-job-position>`
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:ref:`Company <general/companies/company>`
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:ref:`Company <general/companies/company>`
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* - :guilabel:`Repairs`
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- :ref:`Repair order <repairs/repair_orders/repair>`
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- :ref:`Company <general/companies/company>`
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* - :guilabel:`Sales` / etc.
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- Product
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- Category
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