mirror of
https://github.com/odoo/documentation.git
synced 2025-12-12 07:29:27 +07:00
b876bd0c40
As per usual, leave off developer.pot and contributing.pot since we
don't translate them (not useful, can't really contribute to/dev in
Odoo without knowing English)
X-original-commit: 6874b14169
19564 lines
1.0 MiB
19564 lines
1.0 MiB
# SOME DESCRIPTIVE TITLE.
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# Copyright (C) Odoo S.A.
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# This file is distributed under the same license as the Odoo package.
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# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
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#
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#, fuzzy
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo 19.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2025-12-11 10:43+0100\n"
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"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
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"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
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"Language-Team: LANGUAGE <LL@li.org>\n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: 8bit\n"
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#: ../../content/applications/productivity.rst:5
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msgid "Productivity"
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msgstr ""
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#: ../../content/applications/productivity/ai.rst:6
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msgid "AI"
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msgstr ""
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#: ../../content/applications/productivity/ai.rst:10
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msgid "Artificial intelligence (AI) in Odoo enhances productivity across all apps by providing intelligent, context-aware assistance. It helps users work faster, make better decisions, and automate routine tasks, all while staying within the familiar Odoo interface."
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msgstr ""
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#: ../../content/applications/productivity/ai.rst:15
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msgid "Ask AI"
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msgstr ""
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#: ../../content/applications/productivity/ai.rst:17
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msgid "The :guilabel:`Ask AI` feature allows users to receive assistance anywhere in an Odoo database. It understands natural language and can answer questions, open views, and improve content."
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msgstr ""
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#: ../../content/applications/productivity/ai.rst:20
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msgid "To enter a prompt from anywhere in the database, enter :kbd:`Ctrl` + :kbd:`k` to open the command palette. From here, type in a prompt, then click the |AI| icon or hit enter. This opens a conversation window with the *Ask AI* agent."
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msgstr ""
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#: ../../content/applications/productivity/ai.rst:-1
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msgid "An open command palatte with a prompt."
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msgstr ""
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#: ../../content/applications/productivity/ai.rst:28
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msgid "The *Ask AI* agent is instructed not to display an error to a user. If it is unable to complete the requested query, it responds that it is unable to complete the request at that time."
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msgstr ""
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#: ../../content/applications/productivity/ai.rst:31
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msgid "After the agent has responded, hover over the response to do one of the following:"
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msgstr ""
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#: ../../content/applications/productivity/ai.rst:33
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msgid ":guilabel:`Send as Message`: opens an email pop-up with the contents of the response in the body of the message. The message can be edited before it is sent."
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msgstr ""
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#: ../../content/applications/productivity/ai.rst:35
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msgid ":guilabel:`Log as Note`: opens a chatter pop-up with the contents of the response. The note can be edited before it is logged as a note."
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msgstr ""
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#: ../../content/applications/productivity/ai.rst:37
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msgid ":icon:`fa-copy` :guilabel:`(Copy)`: copies the contents of the response to the clipboard."
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msgstr ""
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#: ../../content/applications/productivity/ai.rst:0
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msgid "A response from an agent with the send, log, and copy options visible."
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msgstr ""
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#: ../../content/applications/productivity/ai.rst:43
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msgid "These options are pre-configured *Default Prompts*. The default prompts can be edited, and new prompts can be added through the **AI** application."
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msgstr ""
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#: ../../content/applications/productivity/ai.rst:47
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msgid "To open the conversation with the agent in the **Discuss** app, click on the header of the conversation window, then click :icon:`fa-expand` :guilabel:`Open in Discuss`."
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msgstr ""
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#: ../../content/applications/productivity/ai.rst:0
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msgid "The header of a conversation window with the open in discuss option visible."
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msgstr ""
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#: ../../content/applications/productivity/ai.rst:54
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msgid "AI button"
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msgstr ""
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#: ../../content/applications/productivity/ai.rst:56
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msgid "In addition to the command palette, the |AI| button can be utilized to open a conversation with the *Ask AI* agent as well. The |AI| button is located in the top-right corner of the screen and is available throughout the database regardless of what app the user is currently using."
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msgstr ""
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#: ../../content/applications/productivity/ai.rst:60
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msgid "After clicking the |AI| button, a conversation window opens with the *Ask AI* agent. Either type a request in the message field or click one of the preconfigured message prompts."
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msgstr ""
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#: ../../content/applications/productivity/ai.rst:66
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msgid "The AI button opens a window that includes suggested conversation prompts."
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msgstr ""
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#: ../../content/applications/productivity/ai.rst:66
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msgid "The AI button opens a window that includes suggested conversation prompts. The prompts vary based on where in the database the button was clicked."
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msgstr ""
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#: ../../content/applications/productivity/ai.rst:70
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msgid "Common requests"
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msgstr ""
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#: ../../content/applications/productivity/ai.rst:72
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msgid "Below are some common requests that the *Ask AI* agent can assist with:"
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msgstr ""
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#: ../../content/applications/productivity/ai.rst:74
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msgid "Translation: *Translate the most recent chatter message*"
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msgstr ""
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#: ../../content/applications/productivity/ai.rst:75
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msgid "Summarize: *Summarize this chatter thread*"
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msgstr ""
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#: ../../content/applications/productivity/ai.rst:76
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msgid "Text generation: *Generate a follow-up message*"
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msgstr ""
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#: ../../content/applications/productivity/ai.rst:77
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msgid "Improve: *Improve this message draft*"
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msgstr ""
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#: ../../content/applications/productivity/ai.rst:78
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msgid "Suggest: *Suggest next steps for the sales rep/support agent*"
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msgstr ""
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#: ../../content/applications/productivity/ai.rst:81
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msgid "The standard *Ask AI* agent **cannot** make changes to the database. As such, it can open views and display reports, but it cannot create leads or alter data. For more information on customizing agents to complete tasks, see :ref:`Topics <ai/topics>`."
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:3
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msgid "AI agents"
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:5
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msgid "An AI agent is a smart assistant in Odoo that can understand natural language, perform tasks, and assist users by interacting with Odoo tools. Agents are a core component of the AI structure in Odoo. Each agent has a defined purpose, prompt, and a set of topics and tools that guide its behavior."
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:10
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msgid "Agents are formed of two main components, *Topics* and *Sources*."
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:12
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msgid "*Topics* are the instructions and roles that inform the agent of what tasks they need to complete. *Tools* are assigned to topics, and are the actual functions the agent can utilize to perform tasks."
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:15
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msgid "*Sources* provide the agent with the information they need to complete their tasks."
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:18
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msgid "While many AI features can be used in Odoo without the **AI** application, creating and customizing agents requires that the **AI** application is installed."
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:24
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msgid "AI prompts in Odoo"
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:26
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msgid "Before working with AI agents, it is important to understand some basics concepts regarding AI prompts."
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:29
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msgid "An AI prompt is a set of written instructions or context given to an AI model that tells it how to respond to a request, or what role to take. Prompts can define:"
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:32
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msgid "the tone, style, and persona of the AI model"
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:33
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msgid "the scope of what the model can do"
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:34
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msgid "the type of output expected from the request"
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:36
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msgid "In Odoo, each AI agent is assigned a :guilabel:`System Prompt`, which defines the agent's overall role, purpose, and behavior. It acts as the core mission statement of the agent, and drives all interactions."
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:40
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msgid "Each :ref:`Topic <ai/topics>` also includes its own prompt-like component, called :guilabel:`Instructions`. Instructions are topic-specific guidelines that refine how the agent behaves within a certain context or workflow, and how it interacts within the Odoo framework."
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:44
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msgid "Instructions often include:"
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:46
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msgid "A purpose, or what the topic covers"
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:47
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msgid "Rules or constraints for the agent to follow when assigned this topic"
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:48
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msgid "Step-by-step workflows for how to complete a specific action"
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:49
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msgid "Technical details needed to complete any actions"
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:52
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msgid "Agent structure"
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:57
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msgid "Topics"
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:59
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msgid "*Topics* are a collection of instructions and :ref:`tools <ai/tools>` that define how an agent behaves within a specific context. Essentially, the topics define what an agent can do within the database. Topics guide conversations, telling the agent what it can do, how it can do it, and when it should do it."
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:65
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msgid "If an agent is not assigned any Topics, it is only able to provide information, not complete tasks or make changes to the database."
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:68
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msgid "Within each topic includes a detailed prompt, which provides the agent with more in-depth instructions on how to perform the tasks associated with that topic, define the boundaries of its behavior, and determine how it should interpret user intent. These prompts ensure that the agent follows a consistent reasoning pattern and uses the appropriate tools to generate accurate, context-aware responses."
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:74
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msgid "The following topics are preconfigured in the **AI** app:"
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:76
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msgid ":guilabel:`Natural Language Search`: supports the interpretation of a user query to open the appropriate Odoo view with a set of tools necessary to perform the search."
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:78
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msgid ":guilabel:`Information retrieval`: a collection of tools to retrieve information about the models."
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:79
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msgid ":guilabel:`Create Leads`: a collection of tools to support automated lead creation. This topic is **only** available if the **CRM** app is installed."
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:82
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msgid "Within each topic is a set of :guilabel:`Instructions`, which act as a prompt and provide guidance for the structure of the interaction, and one or more :ref:`AI Tools <ai/tools>`, which indicate the functions the agent can perform."
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:89
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msgid "Tools"
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:91
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msgid "*Tools* are the functions the agent can perform in Odoo. These include actions like creating a lead or opening a view. Tools extend the purpose of the agent beyond conversations, they enable real actions. The available tools in a database vary based on the applications installed. Multiple :guilabel:`AI Tools` can be assigned to a single topic."
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:97
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msgid "Sources"
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:99
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msgid "Sources are the data the agent can refer to when generating responses or completing tasks. Sources are indexed so the agent can retrieve relevant information when a user asks a question."
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:103
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msgid "An agent designed to answer customer support questions has **Knowledge** articles included as sources, which include frequently asked questions."
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:106
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msgid "Sources can be in the following formats:"
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:108
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msgid "PDFs"
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:109
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msgid "Weblinks"
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:110
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msgid "Documents (uploaded in the **Documents** application)"
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:111
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msgid "**Knowledge** app articles"
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:114
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msgid "If the :guilabel:`Restrict to Sources` option is enabled on an agent, the agent can **only** utilize information from the uploaded and active sources."
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:118
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msgid "Create a new agent"
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:120
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msgid "To create a new AI agent, navigate to the :menuselection:`AI app --> New`. Enter an :guilabel:`Agent Name`, then add a short description, if desired."
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:124
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msgid "Before creating a new agent, it is recommended to have a clear use case in mind. This helps when writing out the :guilabel:`System Prompt`, and assigning the :guilabel:`Topics` and :guilabel:`AI Tools`."
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:128
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msgid "Select an :guilabel:`LLM Model` from the drop-down menu."
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:131
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msgid "Odoo supports multiple versions of both ChatGPT and Gemini."
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:133
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msgid "Next, select a :guilabel:`Response Style`. This manages the overall tone the agent uses when responding to an inquiry. Choose from one of the following options:"
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:136
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msgid ":guilabel:`Analytical`: more mathematical, this option is more likely to give the same answer to the same question. This option is recommended for situations where accuracy is more important than diplomacy."
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:139
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msgid ":guilabel:`Balanced`: a mix of both *Analytical* and *Creative*. This is an excellent option for situations with outside customers who would benefit from **both** accuracy and diplomacy."
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:141
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msgid ":guilabel:`Creative`: approaches questions in a more human way, changes answers every time to react to the conversation. This option works best for times when the solutions often vary based on the situation."
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:145
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msgid "Tick the :guilabel:`Restrict to Sources` checkbox to limit the agent to **only** respond based on the provided resources."
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:148
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msgid "Next, select one or more :guilabel:`Topics` for the agent. As explained above, :ref:`Topics <ai/topics>` include both instructions and tools that guide the agent in helping users complete a task."
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:152
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msgid "Enter a :guilabel:`System Prompt` with detailed instructions for the agent as to their role and responsibilities."
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:156
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msgid "The specificity and length of the :guilabel:`System Prompt` can vary, depending on the use case for the agent. Use the preconfigured agents as an example of the possible information."
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:-1
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msgid "A new agent form with the required information."
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:162
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msgid "If *Sources* are needed for the agent, scroll to the :guilabel:`Sources` tab, then click :guilabel:`Add a source`."
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:165
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msgid "Select a format:"
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:167
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msgid "PDFs: Select the appropriate file from the explorer window, and click :guilabel:`Open`"
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:168
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msgid "Weblinks: paste the URL. Multiple links can be added at once, paste one link per line. Click :guilabel:`Save`."
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:170
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msgid "Documents (uploaded in the **Documents** application): Tick the checkbox next to one or more documents, then click :guilabel:`Select`."
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:172
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msgid "**Knowledge** app articles: Tick the checkbox next to one or more articles, then click :guilabel:`Select`."
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:175
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msgid "Once a source is added, the :guilabel:`Status` field updates to reflect its current status. The source is ready when the status changes from *Processing* to *Indexed*. Slide the :guilabel:`Active` toggle to activate the source."
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:-1
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msgid "A list of sources for an agent, each denoted with their format."
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:183
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msgid "If a source fails to upload, it could be the result of a conflict with the selected LLM model."
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msgstr ""
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#: ../../content/applications/productivity/ai/agents.rst:185
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msgid "Click the :guilabel:`Test` button to open a conversation window and test the new agent."
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msgstr ""
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#: ../../content/applications/productivity/ai/apikeys.rst:3
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msgid "AI API keys"
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msgstr ""
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#: ../../content/applications/productivity/ai/apikeys.rst:8
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msgid "Odoo's *AI* application settings contain options to control which |AI| provider the app utilizes, manage |API| credentials, and define the default prompts. Odoo supports both Gemini and OpenAI (ChatGPT) as providers in the *AI* application."
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msgstr ""
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#: ../../content/applications/productivity/ai/apikeys.rst:12
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msgid "Some |AI| features can be used without the *AI* app installed. However, to use custom |API| credentials or to alter the |AI| provider used for a specific agent, the app **must** be installed."
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msgstr ""
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#: ../../content/applications/productivity/ai/apikeys.rst:16
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msgid "While users can add their own |API| keys, it is **not** required. However, some organizations may prefer to use their own keys for greater control over permissions, version updates, or internal policy compliance."
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msgstr ""
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#: ../../content/applications/productivity/ai/apikeys.rst:23
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msgid "Create API key for ChatGPT"
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msgstr ""
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#: ../../content/applications/productivity/ai/apikeys.rst:25
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msgid "To create an |API| key for ChatGPT, visit `API Key Page <https://platform.openai.com/api-keys>`_. Click :guilabel:`Login` and enter the login information for the OpenAI account."
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msgstr ""
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#: ../../content/applications/productivity/ai/apikeys.rst:28
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msgid "On the *API Keys* page, click :guilabel:`Create new secret key`."
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msgstr ""
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#: ../../content/applications/productivity/ai/apikeys.rst:-1
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msgid "The API keys page in OpenAI."
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msgstr ""
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|
||
#: ../../content/applications/productivity/ai/apikeys.rst:33
|
||
msgid "This opens the :guilabel:`Create new secret key` pop-up. Select the owner of the new key:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/apikeys.rst:35
|
||
msgid ":guilabel:`You`: the new key is tied to the user account and can make requests against the selected project. If the user is removed from the organization or project, this key is disabled."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/apikeys.rst:37
|
||
msgid ":guilabel:`Service account`: creates a new bot member, or service account, of the project. The key is attached to the bot member."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/apikeys.rst:40
|
||
msgid "Next, enter a :guilabel:`Name` for this key. This is optional, but recommended. Then, select the :guilabel:`Project` from the drop-down menu. Finally, select the appropriate :guilabel:`Permissions`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/apikeys.rst:-1
|
||
msgid "The popup where new api keys are created in OpenAI."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/apikeys.rst:48
|
||
msgid "Setting the :guilabel:`Permissions` to :guilabel:`Restricted` requires setting the read and write permissions to multiple resources individually. For more information, see `OpenAI Platform Docs <https://platform.openai.com/docs/overview>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/apikeys.rst:52
|
||
msgid "Click :guilabel:`Create secret key`. On the resulting pop-up, click :guilabel:`Copy` to copy the new key."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/apikeys.rst:56
|
||
msgid "Once this pop-up closes, the key **cannot** be viewed again. If it is lost, a new key will need to be created."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/apikeys.rst:0
|
||
msgid "The popup displaying the newly created OpenAI key."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/apikeys.rst:62
|
||
msgid "Return to Odoo, and navigate to :menuselection:`AI app --> Configuration --> Settings`. Under *Providers*, tick the checkbox for :guilabel:`Use your own ChatGPT account`, and paste the new key in the :guilabel:`Key` field. Click :guilabel:`Save` when finished."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/apikeys.rst:69
|
||
msgid "Create an API key for Google Gemini"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/apikeys.rst:71
|
||
msgid "To create an |API| key for Google Gemini, visit `API Keys <https://aistudio.google.com/app/api-keys>`_. Enter the login information for the Google account, and click :guilabel:`Next` to open Google |AI| Studio. In the top right corner, click :guilabel:`Create API Key`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/apikeys.rst:-1
|
||
msgid "The Gemini api keys page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/apikeys.rst:79
|
||
msgid "On the *Create a new key* pop-up, enter a title in the :guilabel:`Name your key` field. Next, use the :guilabel:`Choose an imported project` drop-down to select a project, or import a new one. Click :guilabel:`Create key`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/apikeys.rst:83
|
||
msgid "On the *API Keys* page, find the appropriate key and click the copy icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/apikeys.rst:-1
|
||
msgid "The new Gemini key with the copy button highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/apikeys.rst:88
|
||
msgid "Return to Odoo, and navigate to :menuselection:`AI app --> Configuration --> Settings`. Under *Providers*, tick the checkbox for :guilabel:`Use your own Google Gemini account`, and paste the new key in the :guilabel:`Key` field. Click :guilabel:`Save` when finished."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/apikeys.rst:93
|
||
msgid "Pricing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/apikeys.rst:95
|
||
msgid "Utilizing |API| keys for |AI| may require additional fees through the provider. The exact costs depend on the |AI| model used and the account type with each provider."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/apikeys.rst:98
|
||
msgid "For additional information on :ref:`ChatGPT <ai/apikeys/chatgpt>` pricing, visit `OpenAI API Pricing <https://openai.com/api/pricing/>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/apikeys.rst:101
|
||
msgid "For additional information on :ref:`Google Gemini <ai/apikeys/gemini>` pricing, visit `Gemini API Pricing <https://ai.google.dev/gemini-api/docs/pricing>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/fields.rst:3
|
||
msgid "AI fields"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/fields.rst:7
|
||
msgid "|AI| fields allow users to utilize Odoo's built-in AI capabilities directly in forms and records. When an |AI| field is configured, the system can generate or suggest values automatically based on the record's context, existing data, or external information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/fields.rst:11
|
||
msgid "This feature is especially useful for creating product descriptions, summarizing notes, or generating structured content from unstructured data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/fields.rst:17
|
||
msgid "Adding a new AI field"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/fields.rst:19
|
||
msgid "|AI| fields can be added to a record through the Studio app or property field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/fields.rst:22
|
||
msgid ":ref:`Installing Studio <general/install>` may impact the current pricing plan for a database. For more information, refer to `Odoo's pricing page <https://www.odoo.com/pricing-plan>`_ or contact your account manager."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/fields.rst:26
|
||
msgid "First, navigate to the page in the database where a new field is needed. Then, click on the :icon:`oi-studio` :guilabel:`studio` icon to open the app. On the left sidebar, click and drag the :guilabel:`AI Field` option and place it in the desired location on the record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/fields.rst:-1
|
||
msgid "Adding a new field to a record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/fields.rst:33
|
||
msgid "After the field is placed, an :guilabel:`Add an AI Field` pop-up opens. Use the :guilabel:`Field Type` drop-down menu to select a :doc:`field type <../../studio/fields>`:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/fields.rst:36
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:769
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:1018
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:203
|
||
#: ../../content/applications/productivity/whatsapp.rst:588
|
||
msgid "Text"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/fields.rst:37
|
||
msgid "Multiline Text"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/fields.rst:38
|
||
msgid "HTML"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/fields.rst:39
|
||
msgid "Integer"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/fields.rst:40
|
||
msgid "Decimal"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/fields.rst:41
|
||
msgid "Monetary"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/fields.rst:42
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:121
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:856
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:105
|
||
msgid "Date"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/fields.rst:43
|
||
msgid "Datetime"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/fields.rst:44
|
||
msgid "Checkbox"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/fields.rst:45
|
||
msgid "Many2one"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/fields.rst:46
|
||
#: ../../content/applications/productivity/documents.rst:334
|
||
#: ../../content/applications/productivity/sign.rst:324
|
||
msgid "Tags"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/fields.rst:48
|
||
msgid "Next is the :guilabel:`Prompt` field. In Odoo, :ref:`prompts <ai/agents/prompts-in-odoo>` define the instructions that guide the |AI| when generating or improving the content of the |AI| field. The prompt tells the system what kind of information to produce, how to format it, and what tone or style to use."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/fields.rst:53
|
||
msgid "When creating a prompt, use the `/field` command to reference specific fields in the database. For example, to reference the :guilabel:`Company` field on a record, enter `/field`, and click the :guilabel:`Field Selector` option. Type `Company` in the search bar, and select :guilabel:`Company` from the list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/fields.rst:-1
|
||
msgid "The add a field pop-up where the ai prompt is entered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/fields.rst:61
|
||
msgid "Once the prompt is complete, click :guilabel:`Add Field`. Before closing **Studio**, click on the left sidebar and update the :guilabel:`Label` field with a title for the new |AI| field. Then click :guilabel:`Close` to exit **Studio**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/fields.rst:65
|
||
msgid "After the field is added, click the |AI| icon to refresh the field value."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/fields.rst:68
|
||
msgid "If the |AI| is unable to complete the request, a warning message is generated. This could mean that the prompt is asking for information that is not available, in the given context, or that the prompt is providing unclear instructions. Use this as an indication to revisit the prompt and add additional context or instructions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/fields.rst:0
|
||
msgid "A warning message indicating the AI was unable to complete the request."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/fields.rst:79
|
||
msgid "Add via edit properties"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/fields.rst:81
|
||
msgid "|AI| fields can also be added as property fields without opening the **Studio** app. Click on the :icon:`fa-cog` :guilabel:`Actions` icon and select :icon:`fa-cogs` :guilabel:`Edit Properties`. Tick the :guilabel:`AI` checkbox, confirm the field should be |AI|-enabled, then follow the steps :ref:`above <ai/add-a-new-field>` to define the field type and enter the prompt."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/fields.rst:-1
|
||
msgid "The edit properties pop-up on a form view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/fields.rst:90
|
||
msgid ":ref:`Property fields <property_field/add>` can only be added to form views."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/fields.rst:93
|
||
msgid "Computing AI fields"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/fields.rst:95
|
||
msgid "To compute, or refresh, an |AI| field, click on the |AI| icon next to the field. Clicking the button updates the field based on the prompt."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/fields.rst:98
|
||
msgid "Additionally, a scheduled action runs once a day to fill all |AI| fields that are currently empty. This action is active by default."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/fields.rst:102
|
||
msgid "To run the scheduled action manually, navigate to :menuselection:`Settings app --> Technical --> Automation --> Scheduled Actions`. Click on :guilabel:`AI Fields\\:\\ Compute AI fields` to open it, then click :guilabel:`Run Manually`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/webpage.rst:3
|
||
msgid "AI webpage generator"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/webpage.rst:7
|
||
msgid "Within Odoo's **Website** application, |AI| can be utilized to generate original webpages. By providing Odoo with a prompt, the |AI| agent generates a design and content that suits the business's needs, style, and tone."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/webpage.rst:12
|
||
msgid "The **AI** application does **not** need to be installed on the database to use the webpage generator, only the **Website** app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/webpage.rst:16
|
||
msgid "Generating a new webpage"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/webpage.rst:18
|
||
msgid "First, navigate to the :menuselection:`Website app`. In the top-right of the page, click :guilabel:`New`, then click :guilabel:`Page`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/webpage.rst:-1
|
||
msgid "Adding a new page to a website in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/webpage.rst:24
|
||
msgid "On the :guilabel:`New Page` pop-up, select the desired page type."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/webpage.rst:27
|
||
msgid "The |AI| webpage generator is not available on the *Blank* page type."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/webpage.rst:29
|
||
msgid "Clicking on a page type opens a :guilabel:`New Page` pop-up. Enter a :guilabel:`Page Title`, then slide the :guilabel:`AI Generate Text` toggle to active to reveal the :guilabel:`Instructions` field. Here, enter a short description of the page being created. This should include a few important keywords that help define the focus and scope of the page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/webpage.rst:34
|
||
msgid "Next, select one of the tone options for the page:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/webpage.rst:36
|
||
msgid ":guilabel:`Concise`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/webpage.rst:37
|
||
msgid ":guilabel:`Professional`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/webpage.rst:38
|
||
msgid ":guilabel:`Friendly`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/webpage.rst:39
|
||
msgid ":guilabel:`Persuasive`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/webpage.rst:40
|
||
msgid ":guilabel:`Informative`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/webpage.rst:-1
|
||
msgid "The new page pop-up with the Generate AI text options visible."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/webpage.rst:45
|
||
msgid "When finished, click :guilabel:`Create with AI`. It may take a few moments for the webpage to load. Content created by the |AI| generator can be edited. Click :guilabel:`Edit` on the toolbar on the right side of the page, then click on a block of text to make changes. Click :guilabel:`Save` when finished."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/webpage.rst:51
|
||
msgid "The webpage generator may have created buttons. Before publishing the webpage, confirm that all buttons are linked to an active webpage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/webpage.rst:54
|
||
msgid "After reviewing the page, slide the :guilabel:`Unpublished` toggle to active to publish the page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/ai/webpage.rst:57
|
||
msgid ":doc:`Web design <../../websites/website/web_design>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:6
|
||
msgid "Appointments"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:8
|
||
msgid "Odoo's **Appointments** app is a self-service scheduling app that simplifies the process of booking meetings, consultations, or services. Integrated with Odoo's suite of business apps, it allows companies to automate appointment scheduling, reduce manual coordination, and provide a seamless experience for clients. Appointments can be linked to calendars, **CRM** opportunities, employee schedules, and more, making it an ideal tool for service-based businesses seeking efficiency and organization."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:16
|
||
#: ../../content/applications/productivity/appointments/create-opps.rst:13
|
||
#: ../../content/applications/productivity/documents.rst:39
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:57
|
||
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:17
|
||
#: ../../content/applications/productivity/voip/onsip.rst:33
|
||
msgid "Configuration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:18
|
||
msgid "The **Appointments** app allows for new appointments to be scheduled based on the availability of users, or the availability of *resources*, such as meeting rooms or seating areas. To create a new resource, or manage existing resources, navigate to :menuselection:`Appointments --> Configuration --> Resources`. This opens a list of the available resources in the database, as well as their individual capacity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:27
|
||
msgid "Resources"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:29
|
||
msgid "Click :guilabel:`New` to create a new resource. On the blank record, enter a :guilabel:`Name` for the new resource. In the :guilabel:`Capacity` field, enter the maximum number of people the resource can accommodate. Then, confirm the :guilabel:`Timezone` for this resource."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:33
|
||
msgid "If desired, select one or more :guilabel:`Linked Resource` from the drop-down. This option designates one or more resources that can be used in combination to handled a bigger demand."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:37
|
||
msgid "*Linked resources* are only used when using the :ref:`auto-assign <appointments/configure>` :guilabel:`Assignment Method`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:40
|
||
msgid "Lastly, add a :guilabel:`Description` for this resource."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:43
|
||
msgid "The contents of the :guilabel:`Description` tab are visible to customers when booking an appointment online."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:49
|
||
msgid "Appointment type configuration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:51
|
||
msgid "Before appointments can be scheduled or booked, an appointment type must be created. Navigate to the :menuselection:`Appointments` app dashboard and click :guilabel:`New`. On the new blank record, enter an :guilabel:`Appointment Title`, then set a :guilabel:`Duration` for this appointment type."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:55
|
||
msgid "Next, set a :guilabel:`Pre-Booking Time`. This is the minimum amount of time between when an appointment can be booked and when the appointment can begin. If the :guilabel:`Pre-Booking Time` is `1` hour, appointments must be booked *at least* `1` hour in advance."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:60
|
||
msgid "An appointment type is created for `Tennis Courts`, with a :guilabel:`Duration` of `1` hour, and a :guilabel:`Pre-Booking Time` of `1` hour. At `02:00` PM, a customer attempts to book an appointment for the same day at `02:45` pm. The first available time is `04:00` pm."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:0
|
||
msgid "An example of the booking calendar showing available times."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:67
|
||
msgid "Select a :guilabel:`Scheduling Window`:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:69
|
||
msgid "Select :guilabel:`Available now` to allow customers to book an appointment immediately. Use the :guilabel:`Up to X days into the future` field to define how far in advance customers can schedule appointments. For example, if `14` is entered, customers cannot book anything more than 14 days from the current date."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:73
|
||
msgid "Select :guilabel:`Within a date range` to limit bookings to a specific range of dates. After selecting this option, click the :guilabel:`From` and :guilabel:`to` fields, and use the calendar pop-up window to customize the date and time range."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:77
|
||
msgid "Update the :guilabel:`Allow Cancelling` field to limit the amount of time before an appointment where a customer can cancel. If this setting is enabled, customers are unable to cancel within the designated time frame."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:82
|
||
msgid "If a customer does try to cancel within the time frame, they receive an error message with contact information. If the appointment is for a resource, the contact details are for the user that created the appointment type. If the appointment is for a user, the contact details are for the user the appointment is with."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:0
|
||
msgid "An example of the message a customer sees when cancelling."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:90
|
||
msgid "Next, designate whether this appointment type is based on :guilabel:`Users` or :guilabel:`Resources`, by selecting the appropriate radio button. If it is based on users, select one or more :guilabel:`Users` in the drop-down. If it is based on :ref:`resources <appointments/resources>`, select one or more :guilabel:`Resources` in the drop-down."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:96
|
||
msgid "User-based appointment types can be used for scheduling sales meetings and demos, as well as recruiting interviews."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:99
|
||
msgid "Resource-based appointment types can be used for scheduling time in specific rooms or locations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:101
|
||
msgid "Selecting :guilabel:`Resources` in the :guilabel:`Availability on` field reveals the :guilabel:`Manage Capacities` option. If selected, the appointment limits the number of participants based on the capacity of the resources selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:105
|
||
msgid "Choose an :guilabel:`Assignment Method` by selecting the appropriate radio button:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:107
|
||
msgid ":guilabel:`Pick User/Resource then Time`: customers select from a list of available users/resources, then select an open time slot."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:109
|
||
msgid ":guilabel:`Select Time then User/Resource`: customers choose a date and time, then select from the list of available users/resources."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:111
|
||
msgid ":guilabel:`Select Time then auto-assign`: customers select a time slot and are automatically assigned a user/resource."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:115
|
||
#: ../../content/applications/productivity/calendar.rst:208
|
||
msgid "Schedule tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:117
|
||
msgid "The :guilabel:`Schedule` tab is used to outline when this appointment type is to be made available. The settings define the time slots shown on the booking page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:120
|
||
msgid "Click :guilabel:`Add a line` to create a new time frame. Select a day of the week from the :guilabel:`Every` drop-down menu, then update the times in the :guilabel:`From` and :guilabel:`To` fields. Click the :icon:`fa-trash-o` :guilabel:`(trash)` icon to delete an entry. Multiple entries can be included for a single day."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:126
|
||
msgid "If an appointment should not be available at specific times, such as when users are taking lunch, include time slots before and after."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:0
|
||
msgid "An example of the Schedule tab in an appointment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:133
|
||
#: ../../content/applications/productivity/calendar.rst:221
|
||
msgid "Options tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:135
|
||
msgid "The :guilabel:`Options` tab is used to customize the display options for this appointment, as well as notification settings for customers and users."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:138
|
||
msgid "The :guilabel:`Front-End Display` field determines how the appointment is presented on the website to customers. Select the :guilabel:`Show Pictures` radio button to publish the default pictures of the user or resources for this appointment on the website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:142
|
||
msgid "The :guilabel:`Timezone` and :guilabel:`Location` fields automatically populate for resource appointments, based on where the resource is located. For user-based appointments, the :guilabel:`Location` field defaults to an `Online Meeting`, with a :guilabel:`Videoconference Link` automatically generated. If this should not be an online meeting, select a different option in the :guilabel:`Location` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:148
|
||
msgid "Tick the :guilabel:`Manual Confirmation` checkbox to require approval before a meeting is accepted. If this feature is enabled, the appointment time slot is still considered *reserved* until it is confirmed or rejected. Leave this checkbox blank to automatically accept meetings created from this appointment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:153
|
||
msgid "The :doc:`Create Opportunities <appointments/create-opps>` feature adds an opportunity to the **CRM** app for each scheduled appointment, which is assigned to the responsible user. Tick the :guilabel:`Create Opportunities` checkbox to enable this option."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:158
|
||
msgid "This field is only visible if the **CRM** app is installed on the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:160
|
||
msgid "The :guilabel:`Reminders` field is used to set how customers are to be contacted before the appointment time. Select one or more options from the drop-down, based on the communication method, and the time frame."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:164
|
||
msgid "Tick the :guilabel:`Allow Guests` checkbox to grant customers the ability to add additional guests when registering for an appointment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:170
|
||
#: ../../content/applications/productivity/calendar.rst:260
|
||
msgid "Questions tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:172
|
||
msgid "The :guilabel:`Questions` tab can be used to prompt customers for additional information while they are booking an appointment. Click :guilabel:`Add a line` to add a new question."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:175
|
||
msgid "On the :guilabel:`Create Questions` pop-up window, enter the :guilabel:`Question`, then choose an :guilabel:`Answer Type`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:178
|
||
msgid "Tick the :guilabel:`Mandatory Answer` checkbox to require customers to answer this question before they are allowed to book an appointment. Click :guilabel:`Save & New` to add another question, or :guilabel:`Save & Close` when finished."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:183
|
||
#: ../../content/applications/productivity/calendar.rst:274
|
||
msgid "Messages tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:185
|
||
msgid "The :guilabel:`Messages` tab is used by the business to provide additional information to customers regarding this appointment type."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:189
|
||
msgid "The content in the :guilabel:`Messages` tab is visible to customers and website visitors."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:191
|
||
msgid "In the :guilabel:`Introduction Message` field, add a short description of the appointment type. This can include the topic of the appointment, a meeting agenda, or an introduction to the users responsible for the meeting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:195
|
||
msgid "The :guilabel:`Extra Message on Confirmation` is displayed to a customer after they have booked a meeting. Add any additional information here that the customer should be aware of. This can include parking information, last minute rules, or additional instructions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:200
|
||
msgid "Publishing an appointment"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments.rst:202
|
||
msgid "When an appointment is ready to publish, click the :guilabel:`Go to Website` smart button at the top of the record. Then, slide the :icon:`fa-toggle-off` :guilabel:`Unpublished` icon to :icon:`fa-toggle-on` :guilabel:`Published`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments/create-opps.rst:3
|
||
msgid "Create opportunities from appointments"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments/create-opps.rst:5
|
||
msgid "When creating a new appointment type in the **Appointments** application, users have the option to create new *opportunities* with information from new bookings. This option captures information from scheduled appointments and creates opportunities in the **CRM** app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments/create-opps.rst:10
|
||
msgid "This option is only available if the **CRM** application is installed on the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments/create-opps.rst:15
|
||
msgid "Navigate to the **Appointments** app dashboard. Click :guilabel:`New` to :doc:`create a new appointment type <../appointments>`. To edit an existing appointment type, click :icon:`fa-cog` :guilabel:`Action` at the far-right of the appointment line, to open the drop-down menu, then click :icon:`fa-pencil` :guilabel:`Edit`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments/create-opps.rst:-1
|
||
msgid "The edit button on an appointment type record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments/create-opps.rst:23
|
||
msgid "On the appointment type record, click the :guilabel:`Options` tab, and tick the :guilabel:`Create Opportunities` checkbox."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments/create-opps.rst:-1
|
||
msgid "The options tab on an appointment type form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments/create-opps.rst:30
|
||
msgid "Add questions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments/create-opps.rst:32
|
||
msgid "The :guilabel:`Questions` tab allows users to :ref:`add questions <appointments/questions>` to the appointment booking page. When customers are booking an appointment slot, they are prompted to answer these questions. The information provided by customers is available in the :ref:`new opportunity <appointments/new-opp>`. Adding questions to the appointment type is optional. However, the additional information captured by the questions can be useful later in the sales pipeline."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments/create-opps.rst:39
|
||
msgid "A furniture company creates a new appointment type for sales demos. Customers reserve time with salespeople to discuss their furniture and design needs. However, because the time is limited to only thirty minute increments, salespeople do not have the time to show all of the available furniture styles in every call. They add questions to the appointment type to prompt customers to provide additional information about the products and services they are interested in. Not only does this help when preparing for the demo, it also provides clarity further along in the sales process."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments/create-opps.rst:0
|
||
msgid "An appointment booking form with custom questions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments/create-opps.rst:53
|
||
msgid "Viewing the new opportunity"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments/create-opps.rst:55
|
||
msgid "To view opportunities created from appointments, navigate to the :menuselection:`CRM` app dashboard. If necessary, remove any filters from the search bar. Then, click the Kanban card for the appropriate opportunity to open it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments/create-opps.rst:59
|
||
msgid "The contact information from the appointment is added to the opportunity record. The answers the customer provided to the optional questions are included in the :guilabel:`Internal Notes` tab. The scheduled appointment is listed in the *Chatter* of the record, and can be edited from there."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments/create-opps.rst:-1
|
||
msgid "The chatter of an opportunity in the CRM with the scheduled appointment information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/appointments/create-opps.rst:67
|
||
msgid "If an opportunity is created from a :ref:`resource based <appointments/resources>` appointment type, the user who created the appointment type is listed as the :guilabel:`Salesperson` for the opportunity. If it is created from a user based appointment, the user the appointment is scheduled with is assigned as the :guilabel:`Salesperson`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:5
|
||
msgid "Calendar"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:7
|
||
msgid "Odoo **Calendar** is a scheduling app that allows users to integrate a company's business flow into a single management platform. By integrating with the other apps in Odoo's ecosystem, **Calendar** allows users to schedule and organize meetings, schedule events, plan employee appraisals, coordinate projects, and more – all from the same platform."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:12
|
||
msgid "Upon opening the :menuselection:`Calendar app`, users have an overview of their current meetings. The selected view option appears as a :guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` drop-down menu. Under the view options drop-down menu, users can also enable or disable :guilabel:`Show weekends`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:-1
|
||
msgid "Overview of Calendar app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:21
|
||
msgid "Depending on the selected view option, users can click the :icon:`oi-arrow-left` :icon:`oi-arrow-right` :guilabel:`(left or right arrow)` buttons to switch between days, weeks, etc., and switch back to the current day with the :guilabel:`Today` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:26
|
||
msgid "Sync third-party calendars"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:28
|
||
msgid "Users can sync Odoo with existing :doc:`Outlook <calendar/outlook>` and/or :doc:`Google <calendar/google>` calendars, by heading to :menuselection:`Calendar app --> Configuration --> Settings`. From here, enter :guilabel:`Client ID` and :guilabel:`Client Secret`. There is also an option to pause synchronization by ticking the checkbox, or automating synchronization by keeping it blank."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:34
|
||
msgid "Once the desired configurations are complete, be sure to click :guilabel:`Save` before moving on."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:36
|
||
msgid "Events created in synced calendars automatically appear across the integrated platforms."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:39
|
||
msgid ":doc:`Synchronize Outlook calendar with Odoo <calendar/outlook>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:40
|
||
msgid ":doc:`Synchronize Google calendar with Odoo <calendar/google>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:43
|
||
msgid "Create activities from chatter"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:45
|
||
msgid "Instantly create new meetings anywhere in Odoo through an individual record's chatter, like in a **CRM** opportunity card or task in the **Projects** app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:48
|
||
msgid "From the chatter, click on the :guilabel:`Activities` button. In the :guilabel:`Schedule Activity` pop-up window, select the desired :guilabel:`Activity Type`, which populates a set of buttons, depending on the activity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:52
|
||
msgid "Activities that involve other schedules, like :guilabel:`Meeting` or :guilabel:`Call for Demo`, link to the **Calendar** app. Select one of these activities to link to the **Calendar** app, then hit :guilabel:`Open Calendar` to navigate back to the app. Alternatively, it is also possible to :guilabel:`Schedule & Mark as Done` to close out the activity, or select :guilabel:`Done & Schedule Next` to keep the :guilabel:`Schedule Activity` window open to create another."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:59
|
||
msgid ":doc:`Schedule activities in Odoo <../essentials/activities>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:62
|
||
msgid "Plan an event"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:64
|
||
msgid "To put an event on the calendar, open the :menuselection:`Calendar app`, and click into the target date. On the :guilabel:`New Event` pop-up window that appears, start by adding the event title."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:-1
|
||
msgid "Schedule an event window on Calendar app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:70
|
||
msgid "The target date auto-populates in the :guilabel:`Start` field. This can be changed by clicking into the date section, and selecting a date from the calendar. For multi-day events, select the end date in the second field, then click :guilabel:`Apply`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:74
|
||
msgid "Tick the :guilabel:`All Day` checkbox if there is no specific start or end time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:76
|
||
msgid "For events with specific start and stop times, ensure the :guilabel:`All Day` checkbox is unticked to enable time selection. With the :guilabel:`All Day` checkbox unticked, time selections appear in the :guilabel:`Start` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:80
|
||
msgid "The signed-in user auto-populates as the first attendee. Additional :guilabel:`Attendees` can be added or created from here, as well."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:83
|
||
msgid "For virtual meetings, copy and paste the URL into the space provided in the :guilabel:`Videocall URL` field. Or, click :icon:`fa-plus` :guilabel:`Odoo meeting` to create a link."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:87
|
||
msgid "Next, either create the event by clicking :guilabel:`Save & Close`, or select :guilabel:`More Options` to further configure the event."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:91
|
||
msgid "Once the event is created, users can click into the virtual meeting directly from the calendar event to access more configuration options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:-1
|
||
msgid "The full event form for a new calendar event."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:97
|
||
msgid "The :guilabel:`Description` field allows users to add additional information and details about the meeting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:100
|
||
msgid "Click :guilabel:`More Options` to navigate to the meeting form, which provides additional configurations for the event:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:103
|
||
msgid ":guilabel:`Duration`: Define the length of the meeting in :guilabel:`hours`, or toggle the :guilabel:`All Day` switch."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:105
|
||
msgid ":guilabel:`Recurrent`: Tick the checkbox to create a recurring meeting. Once selected, this opens new fields:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:108
|
||
msgid ":guilabel:`Timezone`: Select the timezone for which this meeting time is specified."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:109
|
||
msgid ":guilabel:`Repeat`: Select the recurring period of this meeting. Depending on what type of recurrence has been selected, a subsequent field appears, in which users can indicate when the meeting should recur. For example, if :guilabel:`Monthly` is selected as the :guilabel:`Repeat` option, a new field appears, in which the user decides on what :guilabel:`Day of Month` the meeting should recur."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:114
|
||
msgid ":guilabel:`Until`: Select the limited :guilabel:`Number of repetitions` this meeting should recur, the :guilabel:`End date` of when the recurrences should stop, or if the meetings should recur :guilabel:`Forever`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:117
|
||
msgid ":guilabel:`Tags`: Add tags to the event, like `Customer Meeting` or `Internal Meeting`. These can be searched and filtered in the **Calendar** app when organizing multiple events."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:119
|
||
msgid ":guilabel:`Appointment`: Link existing or new appointments. These can be configured through the :ref:`Share Availabilities <calendar/share-availabilities>` button from the main **Calendar** dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:122
|
||
msgid ":guilabel:`Privacy`: Toggle between visibility options to control who can view the event."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:123
|
||
msgid ":guilabel:`Organizer`: This is defaulted to the current Odoo user. Select a new one from existing users, or create and edit a new user."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:125
|
||
msgid ":guilabel:`Description`: Add additional information or details about the meeting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:126
|
||
msgid ":guilabel:`Reminders`: Select notification options to send to attendees. Choose a default notification, or configure new reminders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:130
|
||
msgid "Coordinate with teams' availability"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:132
|
||
msgid "When scheduling an event for multiple users, on the **Calendar** app dashboard, tick the checkbox next to :guilabel:`Attendees` to view team members' availability. Tick (or untick) the checkbox next to listed users to show (or hide) individual calendars."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:-1
|
||
msgid "View of Attendees section on Calendar app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:142
|
||
msgid "Share Availabilities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:144
|
||
msgid "On the **Calendar** app main dashboard, click the :guilabel:`Share Availabilities` button at the top of the page. Next, click and drag to select the available times and dates on the calendar to add them as options in the invitation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:149
|
||
msgid "To remove a selected time range, hover over the availability to click the :icon:`fa-trash` :guilabel:`(trash)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:153
|
||
msgid "Within the :guilabel:`Share Availabilities` feature, selecting times is only possible on the *Day* calendar views."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:156
|
||
msgid "Once availability has been selected, click the :icon:`fa-external-link` :guilabel:`Open` button to navigate to the associated appointment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:-1
|
||
msgid "Share availability window on Calendar app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:162
|
||
msgid "Several configuration options are available on the appointment form:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:164
|
||
msgid "In the :guilabel:`Scheduling` field, set a minimum hour window to ensure appointments are confirmed a specified amount of time in advance. For example, set `01:00` to require attendees to confirm at least one hour before their appointment time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:168
|
||
msgid "In the :guilabel:`Allow Cancelling` field, set a maximum hour window before the appointment that attendees are able to cancel."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:171
|
||
msgid "The :guilabel:`Availability on` field enables attendees to book :guilabel:`Users` or :guilabel:`Resources`, such as meeting rooms or tables. After selecting :guilabel:`Users` or :guilabel:`Resources`, type in the desired user or resource in the space below."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:175
|
||
msgid "The :guilabel:`Front-End Display` field is used to choose :guilabel:`No Picture` or :guilabel:`Show Pictures` related to the selected user or resource on the appointment page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:178
|
||
msgid "If :guilabel:`Resources` has been selected in the :guilabel:`Availability on` field, users have an option to :guilabel:`Manage Capacities`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:181
|
||
msgid "Tick the checkbox to limit the maximum amount of people that can use the resource at the same time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:183
|
||
msgid "The :guilabel:`Assignment Method` field enables the order in which attendees book their time and user/resource:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:186
|
||
msgid ":guilabel:`Pick User/Resource then Time`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:187
|
||
msgid ":guilabel:`Select Time then User/Resource`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:189
|
||
msgid "If :guilabel:`Resources` has been selected in the :guilabel:`Availability On` field, a third option is available, :guilabel:`Select Time then auto-assign`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:192
|
||
msgid "Optionally, configure the following tabs:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:194
|
||
msgid ":ref:`calendar/appointment-schedule`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:195
|
||
msgid ":ref:`calendar/appointment-options`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:196
|
||
msgid ":ref:`calendar/appointment-questions`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:197
|
||
msgid ":ref:`calendar/appointment-messages`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:199
|
||
msgid "Click the :guilabel:`Preview` button to see how the appointment link looks for attendees."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:201
|
||
msgid "Once the configurations are finished, click the :guilabel:`Share` button to generate a link to send directly, or click :guilabel:`Publish` to publish the appointment selection on the connected Odoo website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:210
|
||
msgid "In the :guilabel:`Schedule` tab of the appointment form, time slots can be managed. The target date and time populate as the first time slots."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:213
|
||
msgid "To add a new time slot, hit :guilabel:`Add a line`. Click into the new blank space under the :guilabel:`From` field, then select and enter the new target start date and time, respectively. Repeat under the new blank space under :guilabel:`To` to select and enter the new target end date and time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:223
|
||
msgid "The :guilabel:`Options` tab provides additional configurations:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:225
|
||
msgid ":guilabel:`Website`: Specify which website this meeting invitation will be published on."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:226
|
||
msgid ":guilabel:`Timezone`: This defaults to the company's timezone selected in the **Settings** app. To change the timezone, select the desired option from the drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:228
|
||
msgid ":guilabel:`Location`: Select or create new locations from the drop-down menu. If this field is left empty, the meeting is considered to be taking place online."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:230
|
||
msgid ":guilabel:`Videoconference Link`: Select from :guilabel:`Odoo Discuss` or :guilabel:`Google Meet` to include a video conference link in the meeting invitation, or leave it blank to prevent generating a meeting URL."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:233
|
||
msgid ":guilabel:`Manual Confirmation`: Only shown if :guilabel:`Resources` has been selected in the :guilabel:`Availability On` field. Tick the checkbox and enter a maximum percentage of the selected resource(s)' total capacity to create a manual confirmation requirement to finalize the meeting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:237
|
||
msgid ":guilabel:`Up-front Payment`: Tick the checkbox to require users to pay before confirming their booking. Once this is ticked, a link appears to :icon:`oi-arrow-right` :guilabel:`Configure Payment Providers`, which enables online payments."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:240
|
||
msgid ":guilabel:`Limit to Work Hours`: If :guilabel:`Users` has been selected in the :guilabel:`Availability On` field, tick the checkbox to limit meeting time slots to the selected :doc:`users' working hours <../hr/employees/new_employee>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:243
|
||
msgid ":guilabel:`Create Opportunities`: When this is selected, each scheduled appointment creates a new **CRM** opportunity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:245
|
||
msgid ":guilabel:`Reminders`: Add or delete notification reminders in this field. Select the blank space for additional options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:247
|
||
msgid ":guilabel:`Confirmation Email`: Tick the checkbox to automatically send a confirmation email to attendees once the meeting is confirmed. Select from the email templates or click :guilabel:`Search More...`, then :guilabel:`New` to create a custom template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:250
|
||
msgid ":guilabel:`Cancelation Email`: Tick the checkbox to automatically send a cancelation email to attendees if the meeting is canceled. Select from the email templates or click :guilabel:`Search More...`, then :guilabel:`New` to create a custom template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:253
|
||
msgid ":guilabel:`CC to`: Add contacts to be notified of meeting updates in this field, regardless if they attend the meeting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:255
|
||
msgid ":guilabel:`Allow Guests`: Tick the checkbox to allow attendees to invite guests."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:262
|
||
msgid "In the :guilabel:`Questions` tab, add questions for the attendee to answer when confirming their meeting. Click :guilabel:`Add a line` to configure a :guilabel:`Question`. Then select a :guilabel:`Question Type`, optionally add a :guilabel:`Placeholder` answer, and choose whether it is a :guilabel:`Required Answer`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:267
|
||
msgid "To learn how to create more comprehensive questionnaires, head to the **Survey** app documentation on :doc:`creating and configuring data-capturing questions <../marketing/surveys/questions>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:276
|
||
msgid "In the :guilabel:`Introduction Message` field of the :guilabel:`Messages` tab, add additional meeting information that appears on the invitation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar.rst:279
|
||
msgid "Information added to the :guilabel:`Extra Message on Confirmation` field appears once the meeting is confirmed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:3
|
||
msgid "Google Calendar synchronization"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:5
|
||
msgid "Synchronize Google Calendar with Odoo to see and manage meetings from both platforms (updates go in both directions). This integration helps organize schedules, so a meeting is never missed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:9
|
||
msgid ":doc:`/applications/general/users/google`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:10
|
||
msgid ":doc:`/applications/general/email_communication/google_oauth`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:13
|
||
msgid "Setup in Google"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:16
|
||
msgid "Select (or create) a project"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:18
|
||
msgid "Create a new Google API project and enable the Google Calendar API. First, go to the `Google API Console <https://console.developers.google.com>`_ and log into the Google account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:22
|
||
msgid "If this is the first time visiting this page, Google will prompt the user to enter a country and agree to the Terms of Service. Select a country from the drop-down list and agree to the :abbr:`ToS (Terms of Service)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:26
|
||
msgid "Next, click :guilabel:`Select a project` and select (or create) an API project to configure OAuth in, and store credentials. Click :guilabel:`New Project`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:-1
|
||
msgid "Create a new API project to store credentials."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:32
|
||
msgid "Give the API project a clear name, like `Odoo Sync`, so it can be identified. Then click the :guilabel:`Create` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:36
|
||
msgid "Enable Google calendar API"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:38
|
||
msgid "Now, click on :guilabel:`Enabled APIs and Services` in the left menu. Select :guilabel:`Enabled APIs and Services` again if the :guilabel:`Search bar` does not appear."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:-1
|
||
msgid "Enable APIs and Services on the API Project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:44
|
||
msgid "After that, search for `Google Calendar API` using the search bar and select :guilabel:`Google Calendar API` from the search results. Click :guilabel:`Enable`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:-1
|
||
msgid "Enable the Google Calendar API."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:51
|
||
msgid "OAuth consent screen"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:53
|
||
msgid "Now that the API project has been created, OAuth should be configured. To do that, click on :guilabel:`OAuth consent screen` in the left menu, then click the :guilabel:`Get started` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:57
|
||
msgid "*Personal* Gmail Accounts are only allowed to be **External** User Type, which means Google may require an approval, or for *Scopes* to be added on. However, using a *Google WorkSpace* account allows for **Internal** User Type to be used."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:61
|
||
msgid "Note, as well, that while the API connection is in the *External* testing mode, then no approval is necessary from Google. User limits in this testing mode is set to 100 users."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:64
|
||
msgid "Follow the proceeding steps, in order:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:66
|
||
msgid "In :guilabel:`App Information`, type `Odoo` in the :guilabel:`App name` field, then enter the email address for the :guilabel:`User support email` field and click the :guilabel:`Next` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:68
|
||
msgid "In :guilabel:`Audience`, select :guilabel:`External`, then click the :guilabel:`Next` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:69
|
||
msgid "In :guilabel:`Contact Information`, enter the email again, then click the :guilabel:`Next` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:71
|
||
msgid "In :guilabel:`Finish`, tick the checkbox to agree to :guilabel:`Google API Services: User Policy.` For the last step, click the :guilabel:`Create` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:75
|
||
msgid "Authorized domain setup"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:77
|
||
msgid "Next, any domains set to appear on the consent screen or in an OAuth client's configuration must be pre-registered. To do so, navigate to :guilabel:`Branding` in the left menu. In the :guilabel:`Authorized domains` section, click the :guilabel:`Add domain` button to create a field to enter an authorized domain. Enter a domain, such as `odoo.com`, then click the :guilabel:`Save` button at the bottom of the page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:84
|
||
msgid "Test users"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:86
|
||
msgid "To give users the ability to sync with personal Gmail accounts, they must be set as a test user. Setup test users by going to :guilabel:`Audience` in the left-side menu and clicking the :guilabel:`Add users` button in the :guilabel:`Test users` section. Enter any desired user emails, and click the :guilabel:`Save` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:92
|
||
msgid "Create credentials"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:94
|
||
msgid "The *Client ID* and the *Client Secret* are both needed to connect Google Calendar to Odoo. This is the last step in the Google console. Begin by clicking :guilabel:`Clients` in the left menu. Then, click :guilabel:`Create Credentials`, and select :guilabel:`OAuth client ID`, Google will open a guide to create credentials."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:99
|
||
msgid "Under :menuselection:`Create OAuth Client ID`, select :guilabel:`Website application` for the :guilabel:`Application Type` field, and type `My Odoo Database` for the :guilabel:`Name`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:102
|
||
msgid "Under the :guilabel:`Authorized JavaScript Origins` section, click :guilabel:`+ Add URI` and type the company's Odoo full :abbr:`URL (Uniform Resource Locator)` address."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:104
|
||
msgid "Under the :guilabel:`Authorized redirect URIs` section, click :guilabel:`+ Add URI` and type the company's Odoo :abbr:`URL (Uniform Resource Locator)` address followed by `/google_account/authentication`. Finally, click :guilabel:`Create`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:-1
|
||
msgid "Add the authorized JavaScript origins and the authorized redirect URIs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:111
|
||
msgid "A :guilabel:`Client ID` and :guilabel:`Client Secret` will appear, save these somewhere safe."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:114
|
||
msgid "Setup in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:116
|
||
msgid "Once the *Client ID* and the *Client Secret* are located, open the Odoo database and go to :menuselection:`Settings --> Calendar` to find the :guilabel:`Google Calendar` feature. Tick the checkbox labeled :guilabel:`Google Calendar`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:-1
|
||
msgid "The Google Calendar checkbox in General Settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:123
|
||
msgid "Next, copy and paste the *Client ID* and the *Client Secret* from the Google Calendar API credentials page into their respective fields below the :guilabel:`Google Calendar` checkbox. Then, click :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:128
|
||
msgid "Tick the :guilabel:`Pause Synchronization` checkbox to temporarily pause events from being updated. This allows for testing and troubleshooting without removing credentials or uninstalling the synchronization. To resume the sync, clear the checkbox and save."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:133
|
||
msgid "Sync calendar in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:135
|
||
msgid "Finally, open the :menuselection:`Calendar` app in Odoo and click on the :guilabel:`Google` sync button to sync Google Calendar with Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:-1
|
||
msgid "Click the Google sync button in Odoo Calendar to sync Google Calendar with Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:142
|
||
msgid "When syncing Google Calendar with Odoo for the first time, the page will redirect to the Google Account. From there, select the :guilabel:`Email Account` that should have access, then select :guilabel:`Continue` (should the app be unverified), and finally select :guilabel:`Continue` (to give permission for the transfer of data)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:-1
|
||
msgid "Give Odoo permission to access Google Calendar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:150
|
||
msgid "Now, Odoo Calendar is successfully synced with Google Calendar!"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:153
|
||
msgid "Odoo highly recommends testing the Google calendar synchronization on a test database and a test email address (that is not used for any other purpose) before attempting to sync the desired Google Calendar with the user's production database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:157
|
||
msgid "Once a user synchronizes their Google calendar with the Odoo calendar:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:159
|
||
msgid "Creating an event in Odoo causes Google to send an invitation to all event attendees."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:160
|
||
msgid "Deleting an event in Odoo causes Google to send a cancellation to all event attendees."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:161
|
||
msgid "Adding a contact to an event causes Google to send an invitation to all event attendees."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:162
|
||
msgid "Removing a contact from an event causes Google to send a cancellation to all event attendees."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:164
|
||
msgid "Events can be created in *Google Calendar* without sending a notification by selecting :guilabel:`Don't Send` when prompted to send invitation emails."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:168
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:210
|
||
msgid "Troubleshoot sync"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:170
|
||
msgid "There may be times when the *Google Calendar* account does not sync correctly with Odoo. Sync issues can be seen in the database logs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:173
|
||
msgid "In these cases, the account needs troubleshooting. A reset can be performed using the :guilabel:`Reset Account` button, which can be accessed by navigating to :menuselection:`Settings app --> Manage Users`. Then, select the user to modify the calendar, and click the :guilabel:`Calendar` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:-1
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:-1
|
||
msgid "Reset buttons highlighted on the calendar tab of the user."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:181
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:224
|
||
msgid "Next, click :guilabel:`Reset Account` under the correct calendar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:184
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:227
|
||
msgid "Reset options"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:186
|
||
msgid "The following reset options are available for troubleshooting Google calendar sync with Odoo:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:-1
|
||
msgid "Google calendar reset options in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:191
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:236
|
||
msgid ":guilabel:`User's Existing Events`:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:193
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:238
|
||
msgid ":guilabel:`Leave them untouched`: no changes to the events."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:194
|
||
msgid ":guilabel:`Delete from the current Google Calendar account`: delete the events from *Google Calendar*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:196
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:241
|
||
msgid ":guilabel:`Delete from Odoo`: delete the events from the Odoo calendar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:197
|
||
msgid ":guilabel:`Delete from both`: delete the events from both *Google Calendar* and Odoo calendar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:199
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:245
|
||
msgid ":guilabel:`Next Synchronization`:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:201
|
||
msgid ":guilabel:`Synchronize only new events`: sync new events on *Google Calendar* and/or Odoo calendar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:203
|
||
msgid ":guilabel:`Synchronize all existing events`: sync all events on *Google Calendar* and/or Odoo calendar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:206
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:252
|
||
msgid "Click :guilabel:`Confirm` after making the selection to modify the user's events and the calendar synchronization."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:210
|
||
msgid "Google OAuth FAQ"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:212
|
||
msgid "At times there can be configuration errors that occur, and troubleshooting is needed to resolve the issue. Below are the most common errors that may occur when configuring the *Google Calendar* for use with Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:217
|
||
msgid "Production vs. testing publishing status"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:219
|
||
msgid "Choosing :guilabel:`Production` as the :guilabel:`Publishing Status` (instead of :guilabel:`Testing`) displays the following warning message:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:222
|
||
msgid "`OAuth is limited to 100 sensitive scope logins until the OAuth consent screen is verified. This may require a verification process that can take several days.`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:225
|
||
msgid "To correct this warning, navigate to the `Google API Platform <https://console.cloud.google.com/apis/credentials/consent>`_. If the :guilabel:`Publishing Status` is :guilabel:`In Production`, click :guilabel:`Back to Testing` to correct the issue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:230
|
||
msgid "No test users added"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:232
|
||
msgid "If no test users are added to the :guilabel:`OAuth consent screen`, then an :guilabel:`Error 403: access_denied` populates."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:-1
|
||
msgid "403 Access Denied Error."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:238
|
||
msgid "To correct this error, return to the :guilabel:`OAuth consent screen`, under :guilabel:`APIs & Services`, and add test users to the app. Add the email to be configured in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:242
|
||
msgid "Application Type"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:244
|
||
msgid "When creating the credentials (OAuth *Client ID* and *Client Secret*), if :guilabel:`Desktop App` is selected for the :guilabel:`Application Type`, an :guilabel:`Authorization Error` appears (:guilabel:`Error 400:redirect_uri_mismatch`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:-1
|
||
msgid "Error 400 Redirect URI Mismatch."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:251
|
||
msgid "To correct this error, delete the existing credentials, and create new credentials, by selecting :guilabel:`Web Application` for the :guilabel:`Application Type`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:254
|
||
msgid "Then, under :guilabel:`Authorized redirect URIs`, click :guilabel:`ADD URI`, and type: `https://yourdbname.odoo.com/google_account/authentication` in the field, being sure to replace *yourdbname* in the URL with the **real** Odoo database name."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:259
|
||
msgid "Ensure that the domain (used in the URI: `https://yourdbname.odoo.com/google_account/authentication`) is the exact same domain as configured in the `web.base.url` system parameter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/google.rst:263
|
||
msgid "Access the `web.base.url` by activating :ref:`developer mode <developer-mode>`, and navigating to :menuselection:`Settings app --> Technical header menu --> Parameters section --> System Parameters`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:3
|
||
msgid "Outlook Calendar synchronization"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:5
|
||
msgid "Synchronizing a user's *Outlook Calendar* with Odoo is useful for keeping track of tasks and appointments across all related applications."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:9
|
||
msgid ":doc:`../../general/users/azure`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:10
|
||
msgid ":doc:`../../general/email_communication/azure_oauth`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:13
|
||
msgid "Microsoft Azure setup"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:15
|
||
msgid "To sync the *Outlook Calendar* with Odoo's *Calendar*, a Microsoft *Azure* account is required. Creating an account is free for users who have never tried, or paid for, *Azure*. For more information, view the account options on the `Azure website <https://azure.microsoft.com/en-us/free/?WT.mc_id=A261C142F>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:20
|
||
msgid "Refer to `Microsoft's documentation <https://docs.microsoft.com/en-us/azure/active-directory/ develop/quickstart-create-new-tenant>`_ on how to set up a Microsoft *Entra ID* (formally called Microsoft *Azure Active Directory (Azure AD)*). This is an API console to manage and register Microsoft applications."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:25
|
||
msgid "Existing Microsoft *Entra ID* users should log in at the `Microsoft Azure developer portal <https://portal.azure.com/#home>`_. Next, select :guilabel:`View` under the section labeled :guilabel:`Manage Microsoft Entra ID`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:30
|
||
msgid "Register application"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:32
|
||
msgid "After logging in with the Microsoft *Entra ID*, `register an application <https://docs.microsoft.com/en-us/azure/active-directory/develop/quickstart-register-app>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:35
|
||
msgid "To create an application, click :guilabel:`+ Add` in the top menu. From the resulting drop-down menu, select :guilabel:`App Registration`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:-1
|
||
msgid "Microsoft Azure management page with + Add and App Registration menu highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:42
|
||
msgid "Enter a unique :guilabel:`Name` for the connected application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:44
|
||
msgid "Choosing the appropriate :guilabel:`Supported account type` is essential, or else the connected application will not work. Users who wish to connect their *Outlook Calendar* to Odoo should select the :guilabel:`Accounts in any organizational directory (Any Microsoft Entra ID directory - Multitenant) and personal Microsoft accounts (e.g. Skype, Xbox)` option for :guilabel:`Supported account types`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:50
|
||
msgid "When configuring the :guilabel:`Redirect URI`, choose the :guilabel:`Web` option from the first drop-down menu. Then, enter the Odoo database URI (URL) followed by `/microsoft_account/authentication`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:55
|
||
msgid "Enter `https://yourdbname.odoo.com/microsoft_account/authentication` for the :guilabel:`Redirect URI`. Replace `yourdbname.odoo.com` with the :abbr:`URL (Uniform Resource Locator)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:59
|
||
msgid "Ensure the database's :abbr:`URL (Uniform Resource Locator)` (domain) used in the URI is the exact same domain as the one configured on the `web.base.url` system parameter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:62
|
||
msgid "Access the `web.base.url` by activating :ref:`developer mode <developer-mode>`, and navigating to :menuselection:`Settings app --> Technical header menu --> Parameters section --> System Parameters`. Then, select it from the :guilabel:`Key` list on the :guilabel:`System Parameters` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:-1
|
||
msgid "The \"Supported account type\" and \"Redirect URI\" settings in the Microsoft Entra ID portal."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:71
|
||
msgid "For more information on the restrictions and limitations of URIs, check Microsoft's `Redirect URI (reply URL) restrictions and limitations <https://docs.microsoft.com/en-us/azure/active-directory/develop/reply-url>`_ page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:75
|
||
msgid "Finally, on the application registration page, click :guilabel:`Register` button to complete the application registration. The :guilabel:`Application (client) ID` is produced. Copy this value, as it is needed later, in the :ref:`outlook_calendar/odoo_setup`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:-1
|
||
msgid "Application client ID highlighted in the essentials section of the newly created\n"
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:85
|
||
msgid "Create client secret"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:87
|
||
msgid "The second credential needed to complete the synchronization of the Microsoft *Outlook Calendar* is the *Client Secret*. The user **must** add a client secret, as this allows Odoo to authenticate itself, requiring no interaction from the user's side. *Certificates* are optional."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:91
|
||
msgid "To add a client secret, click :menuselection:`Certificates & secrets` in the left menu. Then click :guilabel:`+ New client secret` to create the client secret."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:-1
|
||
msgid "New client secret page with certificates and secrets menu and new client secret option\n"
|
||
"highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:99
|
||
msgid "Next, type a :guilabel:`Description`, and select when the client secret :guilabel:`Expires`. Available options include: :guilabel:`90 days (3 months)`, :guilabel:`365 days (12 months)`, :guilabel:`545 days (18 months)`, :guilabel:`730 days (24 months)` or :guilabel:`Custom`. The :guilabel:`Custom` option allows the administrator to set a :guilabel:`Start` and :guilabel:`End` date."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:105
|
||
msgid "Finally, click :guilabel:`Add` to :guilabel:`Add a client secret`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:108
|
||
msgid "Since resetting the synchronization can be tricky, Odoo recommends setting the maximum allowed expiration date for the client secret (24 months or custom), so there is no need to re-synchronize soon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:112
|
||
msgid "Copy the :guilabel:`Value` for use in the next section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:115
|
||
msgid "Client secret values cannot be viewed, except immediately after creation. Be sure to save the secret when created *before* leaving the page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:121
|
||
msgid "Configuration in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:123
|
||
msgid "In the Odoo database, go to :menuselection:`Calendar app --> Configuration --> Settings`, and tick the checkbox beside the :guilabel:`Outlook Calendar` setting. Remember to click :guilabel:`Save` to implement the changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:-1
|
||
msgid "The \"Outlook Calendar\" setting activated in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:130
|
||
msgid "From the Microsoft *Azure* portal, under the :guilabel:`Overview` section of the application, copy the :guilabel:`Application (Client) ID`, if it has not already been copied, and paste it into the :guilabel:`Client ID` field in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:-1
|
||
msgid "The \"Client ID\" in the Microsoft Azure portal."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:138
|
||
msgid "Copy the previously-acquired :guilabel:`Value` (Client Secret Value), and paste it into the :guilabel:`Client Secret` field in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:-1
|
||
msgid "The \"Client Secret\" token to be copied from Microsoft to Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:145
|
||
msgid "Finally, on the Odoo :menuselection:`Settings --> General Settings` page, click :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:150
|
||
msgid "Sync with Outlook"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:154
|
||
msgid "Odoo highly recommends testing the Outlook calendar synchronization on a test database and a test email address (that is not used for any other purpose) before attempting to sync the desired Outlook Calendar with the user's production database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:158
|
||
msgid "If the user has any past, present, or future events on their Odoo calendar before syncing their Outlook calendar, Outlook will treat the events pulled from Odoo's calendar during the sync as new events, causing an email notification to be sent from Outlook to all the event attendees."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:162
|
||
msgid "To avoid unwanted emails being sent to all past, present, and future event attendees, the user must add the events from the Odoo calendar to the Outlook calendar before the first ever sync, delete the events from Odoo, and then start the sync."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:166
|
||
msgid "Even after synchronizing the Odoo Calendar with the Outlook calendar, Outlook will still send a notification to all event participants every time an event is edited (created, deleted, unarchived, or event date/time changed), with no exceptions. This is a limitation that cannot be fixed from Odoo's side."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:171
|
||
msgid "In summary, once a user synchronizes their Outlook calendar with the Odoo calendar:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:173
|
||
msgid "Creating an event in Odoo causes Outlook to send an invitation to all event attendees."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:174
|
||
msgid "Deleting an event in Odoo causes Outlook to send a cancellation to all event attendees."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:175
|
||
msgid "Unarchiving an event in Odoo causes Outlook to send an invitation to all event attendees."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:176
|
||
msgid "Archiving an event in Odoo causes Outlook to send a cancellation to all event attendees."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:177
|
||
msgid "Adding a contact to an event causes Outlook to send an invitation to all event attendees."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:178
|
||
msgid "Removing a contact from an event causes Outlook to send a cancellation to all event attendees."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:181
|
||
msgid "Sync Odoo Calendar and Outlook"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:183
|
||
msgid "In the Odoo database, open to the *Calendar* module, and click the :guilabel:`Outlook` sync button on the right-side of the page, beneath the monthly calendar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:-1
|
||
msgid "The \"Outlook\" sync button in Odoo Calendar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:190
|
||
msgid "The synchronization is a two-way process, meaning that events are reconciled in both accounts (*Outlook* and Odoo). The page redirects to a Microsoft login page, and the user is asked to log in to their account, if they are not already. Finally, grant the required permissions by clicking :guilabel:`Accept`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:-1
|
||
msgid "Authentication process on Microsoft Outlook OAuth page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:200
|
||
msgid "All users that want to use the synchronization simply need to :ref:`sync their calendar with Outlook <outlook/sync>`. The configuration of Microsoft's *Azure* account is only done once, as Microsoft *Entra ID* tenants' client IDs and client secrets are unique, and help the user manage a specific instance of Microsoft cloud services for internal and external users."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:206
|
||
msgid ":doc:`../../general/integrations/mail_plugins/outlook`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:207
|
||
msgid ":doc:`google`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:212
|
||
msgid "There may be times when the *Microsoft Outlook Calendar* account does not sync correctly with Odoo. Sync issues can be seen in the database logs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:215
|
||
msgid "In these cases, the account needs troubleshooting. A reset can be performed using the :guilabel:`Reset Account` button, which can be accessed by navigating to :menuselection:`Settings app --> Manage Users`. Then, select the user to modify the calendar, and click on the :guilabel:`Calendar` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:229
|
||
msgid "The following reset options are available for troubleshooting *Microsoft Outlook Calendar* sync with Odoo:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:-1
|
||
msgid "Outlook calendar reset options in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:239
|
||
msgid ":guilabel:`Delete from the current Microsoft Calendar account`: delete the events from *Microsoft Outlook Calendar*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:242
|
||
msgid ":guilabel:`Delete from both`: delete the events from both *Microsoft Outlook Calendar* and Odoo calendar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:247
|
||
msgid ":guilabel:`Synchronize only new events`: sync new events on *Microsoft Outlook Calendar* and/or Odoo calendar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/calendar/outlook.rst:249
|
||
msgid ":guilabel:`Synchronize all existing events`: sync all events on *Microsoft Outlook Calendar* and/or Odoo calendar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:5
|
||
msgid "Dashboards"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:13
|
||
msgid "**Odoo Dashboards** allows you to consult, interact with, customize, and build interactive dashboards that display real-time data from your Odoo database in an easy-to-understand way. By centralizing data from various Odoo sources in a single location, dashboards provide an overview of key business metrics that can help you monitor business performance and make informed decisions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:18
|
||
msgid ":doc:`Odoo spreadsheets <../../applications/productivity/spreadsheet>` serve as the foundation for dashboards, with tables and charts used to structure and visualize dynamic Odoo data. :ref:`Data sources <spreadsheet/insert/data-sources>` connect a dashboard's underlying spreadsheet to your database, ensuring the most recent data is retrieved every time the dashboard is opened or refreshed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:24
|
||
msgid "With Odoo Dashboards, users can, depending on their :ref:`access rights <dashboards/access-and-sharing>`:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:27
|
||
msgid ":ref:`consult and interact with dashboards <dashboards/use-dashboards>`, including :ref:`standard, pre-configured dashboards <dashboards/standard>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:29
|
||
msgid "use :ref:`global filters <dashboards/use-dashboards/global-filters>` to filter all the data shown on a dashboard"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:31
|
||
msgid ":ref:`share a snapshot of a dashboard <dashboards/access-and-sharing>` with internal users who do not have the appropriate access rights or with external users"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:33
|
||
msgid ":doc:`build custom dashboards <../../applications/productivity/dashboards/build_and_customize_dashboards>` using Odoo Spreadsheet"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:36
|
||
msgid ":ref:`customize dashboards <build_and_customize_dashboards/customize>` to modify what data is shown, the layout, or the filters available"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:38
|
||
msgid ":ref:`manage access rights <dashboards/access-and-sharing>` to dashboards"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:39
|
||
msgid "centralize frequently consulted Odoo views in a personal :doc:`../../applications/productivity/dashboards/my_dashboard`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:43
|
||
msgid "Once a spreadsheet has been converted into a dashboard, it can only be accessed via the Dashboards app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:45
|
||
msgid "Unlike other Odoo dashboards, :guilabel:`My Dashboard` is not based on Odoo Spreadsheet, but rather on :doc:`Odoo views <../studio/views>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:51
|
||
msgid "Use dashboards"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:53
|
||
msgid "When the Dashboards app is opened, the left panel lists all :ref:`standard, pre-configured dashboards <dashboards/standard>` and :doc:`custom-built dashboards <dashboards/build_and_customize_dashboards>` to which a user has been :ref:`granted access <dashboards/access-and-sharing>`, grouped by section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:58
|
||
msgid "Clicking on a dashboard name opens that dashboard in the main view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:-1
|
||
msgid "Overview of Leads dashboard"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:64
|
||
msgid "Click the :icon:`fa-angle-double-left` :guilabel:`(double chevron)` icon at the top of the left panel to collapse the left panel, maximizing the space available for dashboards."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:66
|
||
msgid "Mark a dashboard as a favorite by clicking the :icon:`fa-star` :guilabel:`(Toggle favorite)` icon in the upper-right corner. Favorited dashboards are grouped in a :guilabel:`Favorites` section at the top of the left panel for easy access."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:73
|
||
msgid "Filter and sort data"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:75
|
||
msgid "Filtering and sorting allow you to manage what data is displayed and how it is displayed. This can help tailor the view to answer specific business questions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:78
|
||
msgid ":ref:`Filtering <dashboards/use-dashboards/global-filters>` limits the data presented in charts and tables, allowing you to focus only on records that meet specific criteria, e.g., viewing sales data only for a specific sales team."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:81
|
||
msgid ":ref:`Sorting <dashboards/use-dashboards/sort>` reorders the data presented in table columns, allowing you to see the data from different perspectives, e.g., viewing products by sales revenue from highest to lowest."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:88
|
||
msgid "Apply filters"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:90
|
||
msgid "If :doc:`global filters <spreadsheet/work_with_data/global_filters>` are available for a dashboard, a search bar above the dashboard allows you to filter the entire dashboard for the selected values."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:94
|
||
msgid "Global filters are available for all :ref:`standard dashboards <dashboards/standard>`. Additional :doc:`global filters can be added <spreadsheet/work_with_data/global_filters>` by a user with the appropriate :ref:`access rights <dashboards/access-and-sharing/customize-configure-build>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:98
|
||
msgid "It is also possible to :ref:`search for values <search/values>` by typing directly in the search bar; the search categories shown reflect the available global filters."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:-1
|
||
msgid "Global filters on the Warehouse Daily Operations dashboard"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:105
|
||
msgid "To apply global filters:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:107
|
||
msgid "Click within the search bar or click on the :icon:`fa-caret-down` :guilabel:`(dropdown)` icon to access all filters available for that dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:109
|
||
msgid "For the relevant filter, select a conditional operator from the first dropdown, e.g., :guilabel:`is in`, then select the desired value from the second dropdown."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:111
|
||
msgid "Click :guilabel:`Filter`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:113
|
||
msgid "For dashboards with a date filter, this filter can be set via the search bar or via the button with the :icon:`fa-calendar` :guilabel:`(calendar)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:-1
|
||
msgid "Filtering a dashboard by date period"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:119
|
||
msgid "The :guilabel:`Custom Range` at the bottom of the period selector shows either a manually entered custom range, if relevant, or the start and end date of the selected period."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:122
|
||
msgid "To remove a value from a filter, click the :icon:`fa-times` :guilabel:`(remove)` icon beside the name of the value; to empty a filter, click the :icon:`fa-times` :guilabel:`(remove)` icon at the far right of the filter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:129
|
||
msgid "Sort data"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:131
|
||
msgid "Depending on the dashboard and the table in question, it may be possible to sort the data by column, by clicking the column heading. A :icon:`fa-caret-down` :guilabel:`(caret down)` or :icon:`fa-caret-up` :guilabel:`(caret up)` icon beside a column heading indicates that the column has been sorted in descending or ascending order, respectively. If, when hovering over other column headings, a :icon:`fa-sort` :guilabel:`(sort)` icon appears, the column can be sorted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:138
|
||
msgid "If conditional formatting has been applied to a table, the original formatting is maintained when the table is resorted by a different column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:142
|
||
msgid "In this example, the table was originally sorted by revenue per CRM tag, in decreasing order. Conditional formatting was defined to visualize the proportional revenue using data bars. When the table is resorted by number of leads in descending order, the data bars still reflect the revenue per tag in decreasing order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:0
|
||
msgid "Sorting a table with conditional formatting using data bars"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:154
|
||
msgid "Access underlying records"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:156
|
||
msgid "While dashboards provide a user-friendly summary of key data, drilling down to the underlying data allows a more detailed analysis. This can be useful for investigating anomalies or providing the full context needed for decision-making."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:160
|
||
msgid "**Open underlying database records**: To access database records referenced by a dashboard, click on the relevant value in a table or on a data point on a chart. Doing so opens either the individual record, or, in the case of charts or tables displaying consolidated data, a list of the referenced records."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:165
|
||
msgid "**Open underlying database views**: To access the view from which the data for a specific chart or table is retrieved, click on the title of the chart or table. Doing so opens the corresponding list view, pivot view or graph view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:170
|
||
msgid "To return to a dashboard after drilling down to underlying records or views, click the :guilabel:`Dashboards` breadcrumb in the upper-left corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:176
|
||
msgid "Expand, copy or download charts"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:178
|
||
msgid "To see charts in full screen, hover over a chart and click the :icon:`fa-expand` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:180
|
||
msgid "It is also possible to copy or download a chart by hovering over the chart and clicking the :icon:`fa-ellipsis-v` (vertical ellipsis) icon, then clicking :icon:`os-copy-as-image` :guilabel:`Copy as image` or :icon:`fa-download` :guilabel:`Download` as relevant."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:185
|
||
msgid ":ref:`Expanding a time-series chart to full screen <dashboards/use-dashboards/time-series-charts-zoom-scroll>` allows a more detailed analysis."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:191
|
||
msgid "Analyze time-series charts"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:193
|
||
msgid "Time-series charts, i.e., charts showing data over time, can be analyzed more closely by:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:195
|
||
msgid ":ref:`adjusting the granularity <dashboards/use-dashboards/time-series-charts-granularity>`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:196
|
||
msgid ":ref:`zooming in <dashboards/use-dashboards/time-series-charts-zoom-scroll>` on a chosen time span."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:202
|
||
msgid "Adjust granularity"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:204
|
||
msgid "For many time-series charts it is possible to adjust the granularity of the unit of time on the x-axis."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:207
|
||
msgid "To do so, hover over the chart, click the :icon:`fa-caret-down` :guilabel:`(dropdown)` icon, then select the desired granularity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:-1
|
||
msgid "Changing time granularity on a chart's y-axis"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:217
|
||
msgid "Zoom in on a time span and scroll"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:219
|
||
msgid "When a time-series chart is :ref:`expanded to full screen <dashboards/use-dashboards/charts>`, a slider below the chart allows you to:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:222
|
||
msgid "zoom in on a specific time span by dragging the ends of the slider to select the desired time span;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:224
|
||
msgid "when you have zoomed in, to scroll through the chart while maintaining the level of zoom by dragging the slider to the left or right."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:227
|
||
msgid "Resize the slider to return to the initial view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:230
|
||
msgid "In this example from the :guilabel:`Warehouse Daily Operations` dashboard, the chart shows transfers yet to be assigned to a responsible user, by day. The zoom of the chart has been adjusted to show data for five days, and the current position of the slider allows data from the last five days to be shown."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:0
|
||
msgid "Zoomed-in chart with slider"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:241
|
||
msgid "Standard dashboards"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:243
|
||
msgid "Depending on which apps are installed, a series of standard dashboards is available by default."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:245
|
||
msgid "These pre-configured dashboards have been designed to provide the most relevant insights for the topic in question, and users with the appropriate :ref:`access rights <dashboards/access-and-sharing>` can :ref:`consult and interact <dashboards/use-dashboards>` with them. Dashboard-specific :ref:`filters <dashboards/use-dashboards/global-filters>`, available via the search bar, allow the entire dashboard to be filtered for selected values."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:251
|
||
msgid "Standard dashboards can be :ref:`customized <build_and_customize_dashboards/customize>` by a user with the appropriate :ref:`access rights <dashboards/access-and-sharing/customize-configure-build>`. For example, dashboard elements like tables and charts, or global filters can be added, edited, or removed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:257
|
||
msgid "When customizing a standard dashboard, it is highly recommended to :ref:`duplicate the dashboard <build_and_customize_dashboards/customize/duplicate-dashboard>` and make any changes on the duplicated version. Standard dashboards are reinstalled at each Odoo version upgrade, meaning any customizations on the original version are lost."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:265
|
||
msgid "Configuration settings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:268
|
||
msgid "Only a user with the appropriate :ref:`access rights <access-rights/groups>` can configure or modify settings for dashboards and dashboard sections."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:271
|
||
msgid "To manage dashboards and dashboard sections, go to :menuselection:`Configuration --> Dashboards`. The following actions are possible at the level of dashboard sections:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:274
|
||
msgid "**Change the order of dashboard sections** by using the :icon:`oi-draggable` :guilabel:`(drag handle)` icon to move a section to a new position."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:277
|
||
msgid "**Duplicate a dashboard section** by selecting the relevant section name, clicking the :icon:`fa-cog` :guilabel:`Actions` button, and then :icon:`fa-clone` :guilabel:`Duplicate`. The dashboards within the section are not duplicated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:281
|
||
msgid "**Delete a dashboard section** by selecting the relevant section name, clicking the :icon:`fa-cog` :guilabel:`Actions` button then :icon:`fa-trash-o` :guilabel:`Delete`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:285
|
||
msgid "Standard, pre-installed dashboard sections cannot be deleted; custom dashboard sections, on the other hand, can be deleted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:288
|
||
msgid "**Create a new dashboard section** by clicking :guilabel:`New`, then entering the section name. When creating a new section, it is possible to add a dashboard to the new section directly by clicking :guilabel:`Add a spreadsheet`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:292
|
||
msgid "Clicking on an individual dashboard section lists all dashboards within that section. The following actions are possible:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:295
|
||
msgid "**Change the order of a dashboard within its section** by using the :icon:`oi-draggable` :guilabel:`(drag handle)` icon to move the dashboard to a new position."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:298
|
||
msgid "**Edit the name of a dashboard section or dashboard** by clicking the name and modifying it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:300
|
||
msgid "**Add or remove user groups** to :ref:`control access to the dashboard <dashboards/access-and-sharing>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:303
|
||
msgid "**Select one or more companies** if, in a :doc:`multi-company <../../applications/general/companies/multi_company>` database, the dashboard should only be visible to users of a specific company or companies. If this field is left blank, the dashboard is visible to all users with the appropriate access rights, regardless of which company is currently selected in the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:309
|
||
msgid "**Unpublish a dashboard** by disabling the :guilabel:`Is Published` toggle."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:311
|
||
msgid "**Edit the underlying spreadsheet** of a dashboard by clicking :icon:`fa-pencil` :guilabel:`Edit` on the line of the relevant dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:315
|
||
msgid "When customizing a standard dashboard, it is highly recommended to :ref:`duplicate the dashboard <build_and_customize_dashboards/customize/duplicate-dashboard>` and make any changes on the underlying spreadsheet of the duplicated version. Standard dashboards are reinstalled at each Odoo version upgrade, meaning any customizations on the original version are lost."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:320
|
||
msgid "**Delete a dashboard** by clicking the :icon:`fa-trash` :guilabel:`(trash)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:323
|
||
msgid "A standard dashboard that is deleted is reinstalled at the next Odoo version upgrade."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:325
|
||
msgid "**Add a new dashboard to the section** by clicking :guilabel:`Add a spreadsheet`. Two options exist:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:328
|
||
msgid "To convert an existing spreadsheet into a dashboard and add it to the new section, select the relevant spreadsheet, then click :guilabel:`Confirm`. Back in the section overview, update the :guilabel:`Group` and :guilabel:`Company` fields if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:332
|
||
msgid "To start creating a dashboard from scratch, select :guilabel:`Blank spreadsheet`. To return to the section overview, click the name of the section in the top-left corner, above the menu bar. Update the :guilabel:`Group` and :guilabel:`Company` fields if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:337
|
||
msgid "After a spreadsheet has been converted into a dashboard, it can only be :ref:`accessed and edited via the Dashboards app <build_and_customize_dashboards/customize>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:341
|
||
msgid "A newly created dashboard is by default accessible to users belonging to the default internal :ref:`user group <access-rights/groups>`. Edit this if needed via the :guilabel:`Configuration` settings of the relevant dashboard section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:344
|
||
msgid "It is also possible to :ref:`convert a spreadsheet into a dashboard <spreadsheet/get-started/convert-to-dashboard>` and add it to a dashboard section starting from the spreadsheet in the Documents app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:351
|
||
msgid "Access rights and sharing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:356
|
||
msgid "Using dashboards"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:358
|
||
msgid "The *right to view and interact with a dashboard* is based on :ref:`user groups <access-rights/groups>`, and is managed in the :ref:`Configuration settings <dashboards/access-and-sharing/manage-view-access>` of the Dashboards app. Only users who are part of a group that has been granted access to a specific dashboard see that dashboard in the left-hand panel when the Dashboards app is opened. Users with `Dashboard / Admin` access rights can view all dashboards."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:365
|
||
msgid "However, the *visibility of dynamic Odoo data within a dashboard* is handled separately. This is based on a user's :ref:`access rights <access-rights/user-permissions>` to the model from which the data has been retrieved, and takes into account any record rules that may restrict access."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:370
|
||
msgid "User permissions are taken into account when a user opens a dashboard, with the dashboard only being populated with data the user is authorized to see. This means that a user could in theory be able to view a dashboard but, due to a lack of appropriate permissions, not be able to see the Odoo data the dashboard's creator intended to be displayed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:375
|
||
msgid "Therefore, it is crucial to take user permissions into consideration when granting dashboard access to groups."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:379
|
||
msgid "Granting the user group `Sales / User: Own Documents Only` access to the :guilabel:`Sales` dashboard would serve little purpose. While users belonging to that group would be able to view and interact with the dashboard, they would only see data related to their own sales, rendering the overall dashboard misleading."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:387
|
||
msgid "Manage access rights to view dashboards"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:389
|
||
msgid "To manage users' rights to view and interact with a dashboard:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:391
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:120
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:162
|
||
msgid "In the Dashboards app, go to :menuselection:`Configuration --> Dashboards`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:392
|
||
msgid "From the list of dashboard sections, open the relevant section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:393
|
||
msgid "On the line of the relevant dashboard, in the :guilabel:`Group` column:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:395
|
||
msgid "add a user group by clicking the field until a dropdown with user groups appears, then selecting the appropriate user group. In the dropdown, click :guilabel:`Search More` to access the full list of user groups;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:398
|
||
msgid "remove a user group by clicking the relevant group name, then clicking :icon:`fa-times` :guilabel:`(Delete)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:404
|
||
msgid "Building, customizing and configuring dashboards"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:406
|
||
msgid "Only users with `Dashboards / Admin` access rights can :ref:`customize dashboards <build_and_customize_dashboards/customize>` or :ref:`configure dashboard settings <dashboards/configuration>`. To :ref:`build a dashboard from scratch <build_and_customize_dashboards/build>`, a user must have both `Dashboards / Admin` and, at minimum for the Documents app, `Documents / User` access rights."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:415
|
||
msgid "Sharing a dashboard snapshot"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards.rst:417
|
||
msgid "To share a frozen version of a dashboard with an internal user who does not have the appropriate access or with an external party, click :icon:`fa-share-alt` :guilabel:`Share` at the top-right of the page then click the :icon:`fa-clone` :guilabel:`(copy)` icon to copy a shareable link to your clipboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:3
|
||
msgid "Build and customize dashboards"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:5
|
||
msgid "In addition to consulting :ref:`standard dashboards <dashboards/standard>`, users with the appropriate :ref:`access rights <dashboards/access-and-sharing/customize-configure-build>` can :ref:`build custom dashboards from scratch <build_and_customize_dashboards/build>` or :ref:`customize existing dashboards <build_and_customize_dashboards/customize>` to respond to specific business needs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:14
|
||
msgid "Build a dashboard"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:16
|
||
msgid "In its most simple terms, building a dashboard involves :doc:`inserting Odoo data into a spreadsheet <../spreadsheet/insert>` then :ref:`converting that spreadsheet into a dashboard <spreadsheet/get-started/convert-to-dashboard>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:20
|
||
msgid "However, to build a dashboard that delivers relevant and valuable insights, it is important to consider the process in terms of three key stages: :ref:`preparation <build_and_customize_dashboards/build-preparation>`, :ref:`data insertion and manipulation <build_and_customize_dashboards/build-insertion-manipulation>`, and :ref:`data visualization <build_and_customize_dashboards/build-visualization>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:29
|
||
msgid "Preparation"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:31
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:48
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:63
|
||
msgid "This stage involves:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:33
|
||
msgid "defining the purpose of the dashboard, in other words, the business questions it needs to answer, and deciding what data would answer those questions;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:35
|
||
msgid "determining where to find the relevant Odoo data and deciding which :doc:`type of view <../../studio/views>` (i.e., list, pivot table, or chart) is most suited for the data analysis needed;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:38
|
||
msgid "preparing the Odoo data by refining the views to focus on the most relevant information, e.g., by using :doc:`search filters <../../essentials/search>`, by making only certain list fields visible, or by deciding which dimensions and measures a pivot table should use;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:41
|
||
msgid "sourcing any other information needed to support the dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:46
|
||
msgid "Data insertion and manipulation"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:50
|
||
msgid ":doc:`inserting the prepared lists, pivot tables or charts <../spreadsheet/insert>` into the spreadsheet you will use to build your dashboard;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:52
|
||
msgid "manipulating the data, if needed, to be able to draw the necessary insights. This may involve performing calculations or creating custom metrics using :doc:`standard or Odoo-specific functions and formulas <../spreadsheet/work_with_data/functions>`, referencing data from various sources within the spreadsheet, or :doc:`converting static pivot tables to dynamic pivot tables <../spreadsheet/work_with_data/dynamic_pivot_tables>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:61
|
||
msgid "Data visualization"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:65
|
||
msgid "presenting the data on at least the first sheet of your spreadsheet (i.e., the sheet that will serve as the front end of your dashboard) in a clear, visual, and meaningful way so it is easy to interpret. Concretely, this means deciding on the layout and order of elements such as tables and charts, as well as using tools and techniques to guide the user, such as clear and descriptive headings, text formatting and colors, carefully chosen chart types, and conditional formatting to highlight specific data visually;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:71
|
||
msgid ":ref:`inserting clickable links <spreadsheet/insert/clickable-links>`, if relevant, to provide access to Odoo menu items, URLs, or other sheets within the same spreadsheet if these should also be accessible from the front end of your dashboard;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:74
|
||
msgid ":doc:`creating global filters <../spreadsheet/work_with_data/global_filters>` to allow users to tailor the view to their needs;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:76
|
||
msgid ":ref:`converting the spreadsheet into a dashboard <spreadsheet/get-started/convert-to-dashboard>`, determining whether to add the dashboard to an existing or new dashboard section, and :ref:`managing access rights to the dashboard <dashboards/access-and-sharing/manage-view-access>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:82
|
||
msgid "Use standard dashboards as inspiration for how to best present and visualize data. For example, for charts, :ref:`open the underlying spreadsheet <build_and_customize_dashboards/customize/open-spreadsheet>` of a standard dashboard, hover over a chart and click the :icon:`fa-bars` :guilabel:`(menu)` icon, then :icon:`fa-pencil-square-o` :guilabel:`Edit` to see the chart properties on the right side of the screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:88
|
||
msgid "The possibility to link to other sheets within the same spreadsheet allows the creation of a multi-page dashboard, with users able to navigate between pages thanks to clickable links. Global filters apply across all pages of a dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:93
|
||
msgid "`Odoo Tutorial: Dashboard from scratch <https://www.odoo.com/slides/slide/dashboard-from-scratch-8957>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:99
|
||
msgid "Customize a dashboard"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:101
|
||
msgid "A dashboard can be customized by :ref:`opening its underlying spreadsheet <build_and_customize_dashboards/customize/open-spreadsheet>`, i.e., the Odoo spreadsheet from which the dashboard has been created, and :ref:`making any desired changes <dashboards/customize-dashboard/edit-spreadsheet>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:109
|
||
msgid "Open the underlying spreadsheet"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:112
|
||
msgid "When customizing a :ref:`standard dashboard <dashboards/standard>`, it is highly recommended to :ref:`duplicate the dashboard <build_and_customize_dashboards/customize/duplicate-dashboard>` and make any changes on the underlying spreadsheet of the duplicated version. Standard dashboards are reinstalled at each Odoo version upgrade, meaning any customizations on the original version are lost."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:118
|
||
msgid "To open a dashboard's underlying spreadsheet:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:121
|
||
msgid "Open the relevant dashboard section, then, on the line of the relevant dashboard, click :icon:`fa-pencil` :guilabel:`Edit`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:125
|
||
msgid "To temporarily unpublish a dashboard while you make changes, disable :guilabel:`Is Published` *before* editing the dashboard, making note to republish it when the customization has been finalized."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:128
|
||
msgid "Users who do not have the appropriate :ref:`access rights <dashboards/access-and-sharing/customize-configure-build>` to customize a dashboard can still access a read-only version of the dashboard's underlying spreadsheet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:131
|
||
msgid "With :ref:`developer mode <developer-mode>` activated, click on the :icon:`fa-pencil` :guilabel:`(Edit)` icon beside the name of a dashboard in the left panel to open its underlying spreadsheet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:135
|
||
msgid "The spreadsheet that opens typically consists of at least two sheets:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:137
|
||
msgid "**The first sheet** always serves as the front end of your dashboard, and contains the tables and charts used to structure and visualize the data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:140
|
||
msgid "**The second and any subsequent sheets** typically contain data used for the calculation of key metrics shown on the first sheet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:144
|
||
msgid "The :ref:`data sources <spreadsheet/insert/data-sources>` that maintain the connection between the spreadsheet and the relevant models in your database can be viewed by clicking :menuselection:`Data` on the spreadsheet's menu bar. These data sources are identified by their respective :icon:`oi-view-pivot` :guilabel:`(pivot table)`, :icon:`oi-view-list` :guilabel:`(list)` or :icon:`fa-bar-chart` :guilabel:`(chart)` icon, followed by their ID and name, e.g., :icon:`oi-view-pivot` *(#1) Sales Analysis by Product*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:151
|
||
msgid "For :ref:`standard dashboards <dashboards/standard>`, while the data sources are still active and visible in the :menuselection:`Data` menu, the corresponding lists and pivot tables have been removed from the spreadsheet for better performance and a neater appearance."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:158
|
||
msgid "Duplicate a dashboard"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:160
|
||
msgid "To duplicate a dashboard:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:163
|
||
msgid "Open the relevant dashboard section, then, on the line of the dashboard you want to duplicate, click :icon:`fa-pencil` :guilabel:`Edit`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:165
|
||
msgid "In the spreadsheet that opens, click :menuselection:`File -->` :icon:`os-copy-file` :menuselection:`Make a copy`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:167
|
||
msgid "Rename the duplicated dashboard by clicking the name of the spreadsheet at the top left of the screen and editing as needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:171
|
||
msgid "To return to the overview of the dashboard section, click the name of the original dashboard at the top left of the page, then the name of the dashboard section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:173
|
||
msgid "After duplicating a dashboard, delete the original dashboard by clicking the :icon:`fa-trash` :guilabel:`(trash)` icon or rename it by clicking on the name then editing it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:179
|
||
msgid "Add, edit, or remove dashboard elements"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:181
|
||
msgid "Dashboards can be customized in various ways, such as by:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:183
|
||
msgid "adding new tables and charts based on previously inserted or :ref:`newly inserted Odoo data <dashboards/customize-dashboard/edit-spreadsheet-new-odoo-data>`. This requires a similar approach to :ref:`building a dashboard from scratch <build_and_customize_dashboards/build>`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:186
|
||
msgid ":doc:`adding new global filters <../spreadsheet/work_with_data/global_filters>` or editing or deleting existing ones;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:188
|
||
msgid ":ref:`adding or editing clickable links <spreadsheet/insert/clickable-links>` to Odoo menus, URLs, or to other sheets within the same spreadsheet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:192
|
||
msgid "The first tab of the spreadsheet serves as the front end of the dashboard. Any tables or charts that should be visible on the final dashboard need to be added to this sheet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:194
|
||
msgid "Dashboard elements that are no longer needed can be deleted from the spreadsheet. If, after deleting a dashboard element, a :ref:`data source <spreadsheet/insert/data-sources>` is no longer being used in the spreadsheet, this is indicated by a :icon:`fa-exclamation-triangle` :guilabel:`(warning)` icon in the :guilabel:`Data` menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:0
|
||
msgid "Warning to indicate data source no longer used in spreadsheet"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:205
|
||
msgid "Insert new Odoo data"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:207
|
||
msgid "New Odoo data, such as lists, pivot tables, or charts, can be inserted into a dashboard, starting from the relevant list view, pivot view, or graph view. Concretely, a list or pivot table is inserted into a new sheet in the dashboard's underlying spreadsheet; a chart is inserted on the first sheet of the spreadsheet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:212
|
||
msgid "To insert new data:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:214
|
||
msgid "With the relevant list view, pivot view or graph view open in your database, proceed as follows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:216
|
||
msgid "For a list view, click the :icon:`fa-cog` :guilabel:`(Actions)` icon beside the name of the view, then :guilabel:`Spreadsheet -->` :icon:`oi-view-list` :menuselection:`Insert list in spreadsheet`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:219
|
||
msgid "For a pivot or graph view, click :guilabel:`Insert in Spreadsheet` at the top left of the view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:221
|
||
msgid "In the window that opens, edit the name if needed. For a list, edit the number of records, i.e., rows to be inserted, if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:223
|
||
msgid "Click the :guilabel:`Dashboards` tab then select in which dashboard the list, pivot table, or chart should be inserted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:226
|
||
msgid "The dashboard's underlying spreadsheet opens, with the new data inserted either on a new sheet (list or pivot table) or on the first sheet (chart)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:230
|
||
msgid ":doc:`Inserting Odoo data into a spreadsheet <../spreadsheet/insert>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/my_dashboard.rst:3
|
||
msgid "My Dashboard"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/my_dashboard.rst:5
|
||
msgid "**My Dashboard** allows you to centralize the :doc:`Odoo views <../../studio/views>` you consult most regularly, making it possible to see critical tasks at a glance without having to first navigate through multiple apps."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/my_dashboard.rst:9
|
||
msgid "My Dashboard is empty until at least one view has been added."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/my_dashboard.rst:0
|
||
msgid "Example of views added to My Dashboard"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/my_dashboard.rst:14
|
||
msgid "Views inserted in My Dashboard are fully dynamic and retain many features of the source view, e.g., sorting of lists, changing the measures used for a pivot table or cohort view, changing the chart type, or clicking on a value or data point to view the underlying record(s)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/my_dashboard.rst:19
|
||
msgid "It is not possible to change the domain, i.e., the :doc:`filtering or grouping <../../essentials/search>`, of a view that has been added to My Dashboard. To change the domain, make the necessary changes in the original view, then re-insert the view in My Dashboard and delete the originally inserted view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/my_dashboard.rst:23
|
||
msgid "Unlike other Odoo dashboards, My Dashboard is not based on **Odoo Spreadsheet**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/my_dashboard.rst:28
|
||
msgid "Add views"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/my_dashboard.rst:30
|
||
msgid "Most Odoo views can be added to My Dashboard, including:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/my_dashboard.rst:32
|
||
msgid ":ref:`multiple record views <studio/views/multiple-records>` like list, kanban, and map"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/my_dashboard.rst:33
|
||
msgid ":ref:`timeline views <studio/views/timeline>` like calendar, cohort, and gantt"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/my_dashboard.rst:34
|
||
msgid ":ref:`reporting views <studio/views/reporting>` like pivot and graph"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/my_dashboard.rst:36
|
||
msgid "To add a view to My Dashboard:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/my_dashboard.rst:38
|
||
msgid "With the relevant view open in your database, click the :icon:`fa-cog` :guilabel:`(Actions)` icon beside the name of the view, then :menuselection:`Dashboard`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/my_dashboard.rst:40
|
||
msgid "Under :guilabel:`Add to my Dashboard`, rename the view if desired, then click :guilabel:`Add`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/my_dashboard.rst:0
|
||
msgid "Adding a view to My Dashboard"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/my_dashboard.rst:46
|
||
msgid "Refresh the page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/my_dashboard.rst:48
|
||
msgid "The added view is now visible as a widget in My Dashboard in the Dashboards app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/my_dashboard.rst:51
|
||
msgid "If added views are not showing in My Dashboard, refresh the browser page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/my_dashboard.rst:56
|
||
msgid "Customize layout"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/my_dashboard.rst:58
|
||
msgid "When at least one view has been added to My Dashboard, the page can be customized as follows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/my_dashboard.rst:60
|
||
msgid "**Change the layout of the page**: Click :guilabel:`Change Layout` in the top-right corner and select the desired layout."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/my_dashboard.rst:64
|
||
msgid "For multi-column layouts, the column limits are identified by :icon:`fa-caret-left` :guilabel:`(left caret)` and :icon:`fa-caret-right` :guilabel:`(right caret)` icons at the bottom of the page. If needed, scroll to the bottom of the page to see the column limits."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/my_dashboard.rst:0
|
||
msgid "Column limits visible at bottom of page"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/my_dashboard.rst:71
|
||
msgid "**Collapse and expand widgets**: By default, an inserted widget is shown fully expanded. To collapse, or minimize, a widget, and show only the title, click the :icon:`fa-window-minimize` :guilabel:`(minimize)` icon at the top right of the widget. To expand a widget, click the :icon:`fa-window-maximize` :guilabel:`(maximize)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/my_dashboard.rst:75
|
||
msgid "**Move widgets**: Drag and drop widgets to the desired location in the same column or a different column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/dashboards/my_dashboard.rst:77
|
||
msgid "**Remove widgets**: To remove a widget from the page, click the :icon:`fa-times` :guilabel:`(remove)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:3
|
||
msgid "Data Cleaning"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:5
|
||
msgid "The Odoo **Data Cleaning** app maintains data integrity and consistency with the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:7
|
||
msgid ":ref:`Deduplicates <data_cleaning/deduplication>`: merges or removes duplicate entries to ensure data is unique."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:9
|
||
msgid ":ref:`Recycles <data_cleaning/recycle>`: identifies outdated records to either archive or delete them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:11
|
||
msgid ":ref:`Formats <data_cleaning/field-cleaning>`: standardizes text data by finding and replacing it according to specified needs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:14
|
||
msgid "Customizable rules ensure text data stays up-to-date, streamlined, consistently formatted, and aligned with company-specific formatting requirements."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:20
|
||
msgid "Install modules"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:22
|
||
msgid "The **Data Cleaning** application consists of several modules. :ref:`Install <general/install>` the following to access all available features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:0
|
||
#: ../../content/applications/productivity/whatsapp.rst:275
|
||
#: ../../content/applications/productivity/whatsapp.rst:680
|
||
msgid "Name"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:0
|
||
msgid "`Technical name`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:31
|
||
msgid "Description"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:0
|
||
msgid ":guilabel:`Data Recycle`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:0
|
||
msgid "`data_recycle`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:34
|
||
msgid "Base module to enable the recycle feature, available on :ref:`Odoo Community edition <install/editions>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:0
|
||
msgid ":guilabel:`Data Cleaning`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:0
|
||
msgid "`data_cleaning`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:38
|
||
msgid "Enables field cleaning feature to format text data across multiple records, available **only** on :ref:`Odoo Enterprise edition <install/editions>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:0
|
||
msgid ":guilabel:`Data Cleaning (merge)`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:0
|
||
msgid "`data_merge`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:42
|
||
msgid "Enables the deduplication feature to find similar (or duplicate) records, and merge them, available **only** on :ref:`Odoo Enterprise edition <install/editions>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:0
|
||
msgid ":guilabel:`CRM Deduplication`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:0
|
||
msgid "`data_merge_crm`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:52
|
||
msgid "Enables the deduplication feature on the **CRM** app, and uses the :doc:`CRM default merging feature <../sales/crm/pipeline/merge_similar>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:0
|
||
msgid ":guilabel:`Helpdesk Merge action`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:0
|
||
msgid "`data_merge_helpdesk`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:56
|
||
msgid "Enables the merge feature for the **Helpdesk** app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:0
|
||
msgid ":guilabel:`Project Merge action`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:0
|
||
msgid "`data_merge_project`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:59
|
||
msgid "Enables the merge feature for the **Projects** app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:0
|
||
msgid ":guilabel:`UTM Deduplication`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:0
|
||
msgid "`data_merge_utm`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:62
|
||
msgid "Enables the merge feature for the **UTM Tracker** app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:0
|
||
msgid ":guilabel:`WMS Accounting Merge`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:0
|
||
msgid "`data_merge_stock_account`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:65
|
||
msgid "Creates a warning in cases of products merging that may affect inventory valuation, if the **Inventory** app is installed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:71
|
||
msgid "Deduplication"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:73
|
||
msgid "The *Duplicates* dashboard groups similar records to be :ref:`merged <data_cleaning/merge-records>` by matching conditions within the records set by the :ref:`deduplication rules <data_cleaning/deduplication-rules>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:77
|
||
msgid "Navigate to this dashboard by going to :menuselection:`Data Cleaning app --> Deduplication`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:-1
|
||
msgid "Deduplication dashboard in the Data Cleaning application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:82
|
||
msgid "The :guilabel:`RULE` sidebar lists each of the active deduplication rules, and displays the total number of duplicates detected beside each rule."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:85
|
||
msgid "By default, the :guilabel:`All` rule is selected. Records are grouped by their rule, with a :guilabel:`Similarity` rating (out of 100%), with the following columns:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:88
|
||
msgid ":guilabel:`Created On`: the date and time the original record was created."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:89
|
||
msgid ":guilabel:`Name`: the name or title of the original record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:90
|
||
msgid ":guilabel:`Field Values`: the original record's values for the fields used to detect duplicates."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:91
|
||
msgid ":guilabel:`Used In`: lists other models referencing the original record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:92
|
||
msgid ":guilabel:`ID`: the original record's unique ID."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:93
|
||
msgid ":guilabel:`Is Master`: the duplicates are merged into the *master* record. There can only be **one** master record in a grouping of similar records."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:96
|
||
msgid "Select a specific rule in the :guilabel:`RULE` sidebar to filter the duplicate records."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:101
|
||
msgid "Merge duplicate records"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:103
|
||
msgid "To merge records, first choose a *master* record within the grouping of similar records. The master record acts as the base, at which any additional information from similar records are merged into."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:106
|
||
msgid "Optionally, no master record can be set, leaving Odoo to choose a record at random to merge into."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:108
|
||
msgid "Next, click the :guilabel:`Merge` button at the top of the similar records grouping. Then, click :guilabel:`Ok` to confirm the merge."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:111
|
||
msgid "Once a record is merged, a message is logged in the chatter of the master record, describing the merge. Certain records, like **Project** tasks, are logged in the chatter with a link to the old record as a convenient reference of the merge."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:116
|
||
msgid "Discard groupings by clicking the :guilabel:`DISCARD` button. Upon doing so, the grouping is hidden from the list and archived."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:119
|
||
msgid "View discarded groupings by selecting the :guilabel:`Discarded` filter from the :ref:`search bar <search/filters>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:125
|
||
msgid "Deduplication rules"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:127
|
||
msgid "The *Deduplication Rules* set the conditions for how records are detected as duplicates."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:129
|
||
msgid "These rules can be configured for each model in the database, and with varying levels of specificity. To get started, navigate to :menuselection:`Data Cleaning app --> Configuration --> Deduplication`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:134
|
||
msgid "The deduplication rules run once every day, by default, as part of a scheduled action cron (*Data Merge: Find Duplicate Records*). However, each rule can be :ref:`ran manually <data_cleaning/run-deduplication-rule>` anytime."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:139
|
||
msgid "Modify a deduplication rule"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:141
|
||
msgid "Select a default rule to edit, or create a new rule by clicking on the :guilabel:`New` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:143
|
||
msgid "First, choose a :guilabel:`Model` for this rule to target. Selecting a model updates the rule title to the chosen model."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:146
|
||
msgid "Optionally, configure a :guilabel:`Domain` to specify the records eligible for this rule. The number of eligible records is shown in the :icon:`oi-arrow-right` :guilabel:`# record(s)` link."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:149
|
||
msgid "Depending on the selected :guilabel:`Model`, the :guilabel:`Duplicate Removal` field appears. Choose whether to :guilabel:`Archive` or :guilabel:`Delete` merged records."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:152
|
||
msgid "Next, select a :guilabel:`Merge Mode`:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:154
|
||
msgid ":guilabel:`Manual`: requires each duplicate grouping to be manually merged, also enables the :guilabel:`Notify Users` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:156
|
||
msgid ":guilabel:`Automatic`: automatically merges duplicate groupings, without notifying users, based on the records with a similarity percentage above the threshold set in the :guilabel:`Similarity Threshold` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:160
|
||
msgid "Enable the :guilabel:`Active` toggle to start capturing duplicates with this rule as soon as it is saved."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:163
|
||
msgid "Lastly, create at least one deduplication rule in the :guilabel:`Deduplication Rules` field, by clicking :guilabel:`Add a line`, under the :guilabel:`Unique ID Field` column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:166
|
||
msgid "Select a field in the model from the :guilabel:`Unique ID Field` drop-down menu. This field is referenced for similar records."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:168
|
||
msgid "Select a matching condition in the :guilabel:`Match If` field to apply the deduplication rule, depending on the text in the :guilabel:`Unique ID Field`:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:171
|
||
msgid ":guilabel:`Exact Match`: the characters in the text match exactly."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:172
|
||
msgid ":guilabel:`Case/Accent Insensitive Match`: the characters in the text match, regardless of casing and language-specific accent differences."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:176
|
||
msgid "At least one :guilabel:`Deduplication Rules` must be set for the rule to capture duplicates."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:179
|
||
msgid "A few more fields are available for an advanced configuration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:181
|
||
msgid "If on a multi-company database, the :guilabel:`Cross-Company` field is available. When enabled, duplicates across different companies are suggested."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:184
|
||
msgid "Activate :ref:`developer-mode` to display the :guilabel:`Suggestion Threshold` field. Duplicates with a similarity below the threshold set in this field are **not** suggested."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:187
|
||
msgid "With the rule's configuration complete, either close the rule form, or :ref:`run the rule manually <data_cleaning/run-deduplication-rule>` to instantly capture duplicate records."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:193
|
||
msgid "Manually run a deduplication rule"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:195
|
||
msgid "To manually run a specific deduplication rule at any time, navigate to :menuselection:`Data Cleaning app --> Configuration --> Deduplication`, and select the rule to run."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:198
|
||
msgid "Then, on the rule form, select the :guilabel:`Deduplicate` button on the top-left. Upon doing so, the :icon:`fa-clone` :guilabel:`Duplicates` smart button displays the number of duplicates captured."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:201
|
||
msgid "Click on the :icon:`fa-clone` :guilabel:`Duplicates` smart button to :ref:`manage these records <data_cleaning/merge-records>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:207
|
||
msgid "Recycle records"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:209
|
||
msgid "Use the *recycle records* feature to rid the database of old and outdated records."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:211
|
||
msgid "The *Field Recycle Records* dashboard displays records that can be archived or deleted, by matching conditions within the records set by the :ref:`recycle record's rules <data_cleaning/recylce-rule>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:214
|
||
msgid "Navigate to this dashboard by going to :menuselection:`Data Cleaning app --> Recycle Records`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:-1
|
||
msgid "Field Recycle Records dashboard in the Data Cleaning application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:219
|
||
msgid "The :guilabel:`RECYCLE RULES` sidebar lists each of the active recycle record rules."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:221
|
||
msgid "By default, the :guilabel:`All` option is selected. Records are displayed with the following columns:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:224
|
||
#: ../../content/applications/productivity/data_cleaning.rst:339
|
||
msgid ":guilabel:`Record ID`: the ID of the original record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:225
|
||
#: ../../content/applications/productivity/data_cleaning.rst:340
|
||
msgid ":guilabel:`Record Name`: the name or title of the original record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:227
|
||
msgid "Select a specific rule in the :guilabel:`RECYCLE RULES` sidebar to filter the records."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:229
|
||
msgid "To recycle records, click the :icon:`fa-check` :guilabel:`Validate` button on the row of the record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:231
|
||
msgid "Upon doing so, the record is recycled, depending on how the rule is configured, to be either archived or deleted from the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:235
|
||
msgid "Discard groupings by clicking the :icon:`fa-times` :guilabel:`Discard` button. Upon doing so, the record is hidden from the list, and is not detected by the recycle rule again in the future."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:238
|
||
msgid "View discarded records by selecting the :guilabel:`Discarded` filter from the :ref:`search bar <search/filters>` drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:244
|
||
msgid "Recycle record rules"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:246
|
||
msgid "The *Recycle Records Rules* set the conditions for how records are recycled."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:248
|
||
msgid "These rules can be configured for each model in the database, and with varying levels of specificity. To get started, navigate to :menuselection:`Data Cleaning app --> Configuration --> Recycle Records`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:253
|
||
msgid "Recycle rules run once a day, by default, as part of a scheduled action cron (*Data Recycle: Clean Records*). However, each rule can be :ref:`run manually <data-cleaning/run-recycle-rule>` anytime."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:257
|
||
msgid "By default, no recycle record rules exist. Click the :guilabel:`New` button to create a new rule."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:259
|
||
msgid "On the recycle record rule form, first choose a :guilabel:`Model` for this rule to target. Selecting a model updates the rule title to the chosen model."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:262
|
||
msgid "Optionally, configure a :guilabel:`Filter` to specify the records eligible for this rule. The number of eligible records is shown in the :icon:`oi-arrow-right` :guilabel:`# record(s)` link."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:265
|
||
msgid "Next, configure the field and time range for how the rule detects the records to recycle:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:267
|
||
msgid ":guilabel:`Time Field`: select a field from the model to base the time (:dfn:`Delta`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:268
|
||
msgid ":guilabel:`Delta`: type the length of time, which must be a whole number (e.g. `7`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:269
|
||
msgid ":guilabel:`Delta Unit`: select the unit of time (:guilabel:`Days`, :guilabel:`Weeks`, :guilabel:`Months`, or :guilabel:`Years`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:272
|
||
msgid "Then, select a :guilabel:`Recycle Mode`:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:274
|
||
msgid ":guilabel:`Manual`: requires each detected record to be manually recycled, and enables the :guilabel:`Notify Users` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:276
|
||
msgid ":guilabel:`Automatic`: automatically merges recycled groupings, without notifying users."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:278
|
||
msgid "Lastly, select a :guilabel:`Recycle Action` to either :guilabel:`Archive` or :guilabel:`Delete` records. If :guilabel:`Delete` is selected, choose whether or not to :guilabel:`Include Archived` records in the rule."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:282
|
||
msgid "With the rule's configuration complete, either close the rule form, or :ref:`run the rule manually <data-cleaning/run-recycle-rule>` to instantly capture records to recycle."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:286
|
||
msgid "A recycle rule can be configured to delete archived leads and opportunities that were last updated a year ago, and with a specific lost reason, by using the following configuration:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:289
|
||
msgid ":guilabel:`Model`: :guilabel:`Lead/Opportunity`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:290
|
||
msgid ":guilabel:`Filter`:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:292
|
||
msgid "`Active` `is` `not set`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:293
|
||
msgid "`Lost Reason` `is in` `Too expensive`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:295
|
||
msgid ":guilabel:`Time Field`: :guilabel:`Last Updated on (Lead/Opportunity)`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:296
|
||
msgid ":guilabel:`Delta`: `1`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:297
|
||
msgid ":guilabel:`Delta Unit`: :guilabel:`Years`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:298
|
||
msgid ":guilabel:`Recycle Mode`: :guilabel:`Automatic`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:299
|
||
msgid ":guilabel:`Recycle Action`: :guilabel:`Delete`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:300
|
||
msgid ":guilabel:`Include Archived`: :icon:`fa-check-square`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:0
|
||
msgid "Recycle records rule form for a lead/opportunity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:308
|
||
msgid "Manually run a recycle rule"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:310
|
||
msgid "To manually run a specific recycle rule at any time, navigate to :menuselection:`Data Cleaning app --> Configuration --> Recycle Records`, and select the rule to run."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:313
|
||
msgid "Then, on the rule form, click the :guilabel:`Run Now` button on the top-left. Upon doing so, the :icon:`fa-bars` :guilabel:`Records` smart button displays the number of records captured."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:316
|
||
msgid "Click the :icon:`fa-bars` :guilabel:`Records` smart button to :ref:`manage these records <data_cleaning/recycle>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:322
|
||
msgid "Field cleaning"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:324
|
||
msgid "Use the field cleaning feature to maintain consistent formatting of names, phone numbers, IDs and other fields throughout a database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:327
|
||
msgid "The *Field Cleaning Records* dashboard displays formatting changes to data in fields of a record, to follow a convention set by the field cleaning rules."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:330
|
||
msgid "Navigate to this dashboard by going to :menuselection:`Data Cleaning app --> Field Cleaning`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:-1
|
||
msgid "Field Cleaning Records dashboard in the Data Cleaning application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:335
|
||
msgid "The :guilabel:`CLEANING RULES` sidebar lists each of the active cleaning rules."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:337
|
||
msgid "By default, the :guilabel:`All` rule is selected. Records are listed with the following columns:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:341
|
||
msgid ":guilabel:`Field`: the original record's field that contains the value to format."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:342
|
||
msgid ":guilabel:`Current`: the current value in the field of the original record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:343
|
||
msgid ":guilabel:`Suggested`: the suggested formatted value in the field of the original record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:345
|
||
msgid "To clean and format records, click the :icon:`fa-check` :guilabel:`Validate` button on the row of the record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:348
|
||
msgid "Upon doing so, the record is formatted and/or cleaned."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:351
|
||
msgid "Discard records by clicking the :icon:`fa-times` :guilabel:`Discard` button. Upon doing so, the record is hidden from the list and will not be detected by the field cleaning rule again in the future."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:355
|
||
msgid "View discarded records by selecting the :guilabel:`Discarded` filter from the :ref:`search bar <search/filters>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:361
|
||
msgid "Field cleaning rules"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:363
|
||
msgid "The *Field Cleaning Rules* set the conditions for fields to be cleaned and/or formatted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:365
|
||
msgid "These rules can be configured for each model in the database, and with varying levels of specificity. To get started, navigate to :menuselection:`Data Cleaning app --> Configuration --> Field Cleaning`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:370
|
||
msgid "The field cleaning rules run once every day, by default, as part of a scheduled action cron (*Data Cleaning: Clean Records*). However, each rule can be :ref:`ran manually <data-cleaning/run-field-cleaning-rule>` anytime."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:374
|
||
msgid "By default, a :guilabel:`Contact` rule exists to format and clean up the **Contacts** app records. Select the :guilabel:`Contact` record to make edits, or select the :guilabel:`New` button to create a new rule."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:378
|
||
msgid "On the field cleaning rule form, first choose a :guilabel:`Model` for this rule to target. Selecting a model updates the rule title to the chosen model."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:381
|
||
msgid "Next, configure at least one rule by clicking :guilabel:`Add a line` in the :guilabel:`Rules` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:384
|
||
msgid "Upon doing so, a :guilabel:`Create Rules` popover window appears with the following fields to configure:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:387
|
||
msgid "Select a :guilabel:`Field To Clean` from the model to assign to an action."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:388
|
||
msgid "Choose one of the following :guilabel:`Action` options:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:390
|
||
msgid ":guilabel:`Trim Spaces` reveals the :guilabel:`Trim` field to select the :guilabel:`All Spaces` or :guilabel:`Superfluous Spaces` option. Leading, trailing, and successive spaces are considered superfluous."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:395
|
||
msgid "The contact name `Dr. John Doe` can be formatted with the following :guilabel:`Trim` options:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:398
|
||
msgid ":guilabel:`All Spaces`: `DR.JohnDoe`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:399
|
||
msgid ":guilabel:`Superfluous Spaces`: `DR. John Doe`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:401
|
||
msgid ":guilabel:`Set Type Case` reveals the :guilabel:`Case` field to select either :guilabel:`First Letters to Uppercase`, :guilabel:`All Uppercase`, or :guilabel:`All Lowercase`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:405
|
||
msgid "The lead/opportunity title `lumber inc, Lorraine douglas` can be formatted with the following :guilabel:`Case` options:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:408
|
||
msgid ":guilabel:`First Letters to Uppercase`: `Lumber Inc, Lorraine Douglas`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:409
|
||
msgid ":guilabel:`All Uppercase`: `LUMBER INC, LORRAINE DOUGLAS`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:410
|
||
msgid ":guilabel:`All Lowercase`: `lumber inc, lorraine douglas`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:412
|
||
msgid ":guilabel:`Format Phone` converts the phone number to an international country format."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:415
|
||
msgid "Belgium: `061928374` :icon:`fa-long-arrow-right` `+32 61 92 83 74`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:416
|
||
msgid "United States: `800 555-0101` :icon:`fa-long-arrow-right` `+1 800-555-0101`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:418
|
||
msgid ":guilabel:`Scrap HTML` converts :abbr:`HTML (HyperText Markup Language)` to plain text."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:422
|
||
msgid "HTML text"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:428
|
||
msgid "Plain text"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:433
|
||
msgid "Once a field and action are selected, click :guilabel:`Save` to close the :guilabel:`Create Rules` popover window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:436
|
||
msgid "Then, select a :guilabel:`Cleaning Mode`:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:438
|
||
msgid ":guilabel:`Manual`: requires each detected field to be manually cleaned and enables the :guilabel:`Notify Users` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:440
|
||
msgid ":guilabel:`Automatic`: automatically cleans fields without notifying users."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:442
|
||
msgid "With the rule's configuration complete, either close the rule form, or :ref:`run the rule manually <data-cleaning/run-field-cleaning-rule>` to instantly capture fields to clean."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:448
|
||
msgid "Manually run a field cleaning rule"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:450
|
||
msgid "To manually run a specific field cleaning rule at any time, navigate to :menuselection:`Data Cleaning app --> Configuration --> Field Cleaning`, and select the rule to run."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:453
|
||
msgid "Then, on the rule form, select the :guilabel:`Clean` button on the top-left. Upon doing so, the :icon:`fa-bars` :guilabel:`Records` smart button displays the number of records captured."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:456
|
||
msgid "Click on the :icon:`fa-bars` :guilabel:`Records` smart button to :ref:`manage these records <data_cleaning/field-cleaning>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:462
|
||
msgid "Merge action manager"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:464
|
||
msgid "The *Merge Action Manager* enables or disables the *Merge* action available in the *Actions* menu for models in the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:467
|
||
msgid "Enable :ref:`developer-mode` and navigate to :menuselection:`Data Cleaning app --> Configuration --> Merge Action Manager`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:470
|
||
msgid "Models are listed with the following columns:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:472
|
||
msgid ":guilabel:`Model`: technical name of the model."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:473
|
||
msgid ":guilabel:`Model Description`: display name of the model."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:474
|
||
msgid ":guilabel:`Type`: whether the model is of the *Base Object* or *Custom Object* type."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:475
|
||
msgid ":guilabel:`Transient Model`: the model handles temporary data that does not need to be stored long-term in the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:477
|
||
msgid ":guilabel:`Can Be Merged`: enables the *Merge* action for the model."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:479
|
||
msgid "To view which models are enabled by default, use the :ref:`search bar <search/filters>` to filter models that :guilabel:`Can Be Merged`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/data_cleaning.rst:483
|
||
msgid ":doc:`../essentials/contacts/merge`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:6
|
||
msgid "Discuss"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:8
|
||
msgid "Odoo **Discuss** is an internal communication app that allows users to connect through messages, notes, file sharing, and video calls. **Discuss** enables communication through a persistent chat window that works across applications, or through the dedicated *Discuss* dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:12
|
||
msgid "Upon opening the :menuselection:`Discuss app`, the :guilabel:`Discuss` dashboard appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:15
|
||
msgid "Inbox, starred, and history"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:17
|
||
msgid "Upon opening the :menuselection:`Discuss app`, the *Discuss* dashboard appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:19
|
||
msgid "On the :guilabel:`Discuss` dashboard, unread messages are visible in the :icon:`fa-inbox` :guilabel:`Inbox`. :icon:`fa-star-o` :guilabel:`Starred` is where starred messages are stored. :icon:`fa-history` :guilabel:`History` shows chatter updates for records in the Odoo database the user has been assigned to, or tagged on."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:25
|
||
msgid "Direct messages"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:27
|
||
msgid "*Direct messages* allow the user to communicate privately with one or multiple team members. To start a new direct message, click the :icon:`fa-plus` icon, next to :guilabel:`Direct Messages` on the :guilabel:`Discuss` dashboard, and enter the name of the desired person in the :guilabel:`Start a conversation` search bar that appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:33
|
||
msgid "Multiple names can be selected in the :guilabel:`Start a conversation` search bar. Once all of the names have been entered, press :kbd:`Enter`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:37
|
||
msgid "Direct message actions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:39
|
||
msgid "Hover over a direct message in the chat window to see a menu of actions to take on the message."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:41
|
||
msgid ":icon:`oi-smile-add` :guilabel:`(Add a Reaction)`: open a drop-down menu of emojis that can be used to react to the direct message."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:43
|
||
msgid ":icon:`fa-reply` :guilabel:`(Reply)`: reply to the direct message in a thread."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:44
|
||
msgid ":icon:`fa-star-o` :guilabel:`(Mark as Todo)`: add the message to the :guilabel:`Starred` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:45
|
||
msgid ":icon:`fa-ellipsis-h` :guilabel:`(Expand)`: reveals more message actions, including:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:47
|
||
msgid ":icon:`fa-thumb-tack` :guilabel:`Pin`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:48
|
||
msgid ":icon:`fa-eye-slash` :guilabel:`Mark as Unread`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:49
|
||
msgid ":icon:`fa-pencil` :guilabel:`Edit`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:50
|
||
msgid ":icon:`fa-trash` :guilabel:`Delete`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:53
|
||
msgid "Conversation actions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:55
|
||
msgid "The icons in the top-right corner of a direct message conversation represent different actions the user can take on that conversation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:58
|
||
msgid "Click :icon:`fa-bell` :guilabel:`Notification Settings` to set up notification preferences for the conversation, or click :icon:`fa-phone` :guilabel:`Start a Call` to begin a meeting. See the :ref:`Meetings <discuss/meetings>` section for more information about meetings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:62
|
||
msgid "At the top of the direct message window, click the name of the direct message to change the group name, and choose to add a description in the adjacent :guilabel:`Add a description` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:-1
|
||
msgid "View of the conversation actions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:70
|
||
msgid "The :guilabel:`Add a description` field is **only** available for group messages with more than two participants."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:74
|
||
msgid "User status"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:76
|
||
msgid "It is helpful to see what colleagues are up to, and how quickly they can respond to messages, by checking their status. The status is displayed as a circle in the bottom-right corner of a contact's photo in the :icon:`fa-users` :guilabel:`(Members List)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:80
|
||
msgid "The color of the circle represents the user's status:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:82
|
||
msgid "Green = online"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:83
|
||
msgid "Orange = away"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:84
|
||
msgid "White = offline"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:85
|
||
msgid "Airplane = out of the office"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:88
|
||
msgid "Leave a direct message conversation"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:90
|
||
msgid "To leave a direct message conversations, click the :icon:`fa-times` :guilabel:`(Leave this channel)` icon next to the conversation name in the :guilabel:`Direct Messages` section of the sidebar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:94
|
||
msgid "Leaving a conversation does **not** delete the direct messages in the conversation. The direct message conversation's history is visible when another direct message with the same person, or group, is created."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:101
|
||
msgid "Meetings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:103
|
||
msgid "In **Discuss**, *Meetings* are video calls. To start a meeting from the :guilabel:`Discuss` dashboard, click :guilabel:`Start a meeting` in the top-left corner, and select who to invite to the meeting, via the :guilabel:`Invite People` drop-down window that appears. To start a meeting from a direct message, click the :icon:`fa-phone` :guilabel:`Start a Call` icon in the top-right corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:-1
|
||
msgid "View of a Meeting in Odoo Discuss."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:111
|
||
msgid "Once a meeting has been started, the following buttons can be used:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:114
|
||
msgid "Icon"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:114
|
||
#: ../../content/applications/productivity/knowledge.rst:99
|
||
#: ../../content/applications/productivity/knowledge.rst:295
|
||
#: ../../content/applications/productivity/knowledge.rst:317
|
||
msgid "Use"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:116
|
||
msgid ":icon:`fa-microphone`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:116
|
||
msgid ":guilabel:`Mute`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:118
|
||
msgid ":icon:`fa-microphone-slash`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:118
|
||
msgid ":guilabel:`Unmute`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:120
|
||
msgid ":icon:`fa-headphones`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:120
|
||
msgid ":guilabel:`Deafen`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:122
|
||
msgid ":icon:`fa-deaf`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:122
|
||
msgid ":guilabel:`Undeafen`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:124
|
||
msgid ":icon:`fa-video-camera`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:124
|
||
msgid ":guilabel:`Turn camera on/off`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:126
|
||
msgid ":icon:`fa-hand-paper-o`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:126
|
||
msgid ":guilabel:`Raise Hand`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:128
|
||
msgid ":icon:`fa-desktop`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:128
|
||
msgid ":guilabel:`Share Screen`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:130
|
||
msgid ":icon:`fa-arrows-alt`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:130
|
||
msgid ":guilabel:`Enter Full Screen`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:136
|
||
msgid "User-specific notification preferences"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:138
|
||
msgid "Access user-specific preferences for the **Discuss** app by navigating to :menuselection:`Settings app --> Manage Users`, select a user, then click the :guilabel:`Preferences` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:-1
|
||
msgid "View of the Preferences tab for Odoo Discuss."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:144
|
||
msgid "By default, the :guilabel:`Notification` field is set as :guilabel:`Handle by Emails`. With this setting enabled, a notification email is sent by Odoo every time a message is sent from the chatter of a record, a note is sent with an `@` mention (from the chatter of a record), or a notification is sent for a record the user follows."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:149
|
||
msgid "By choosing :guilabel:`Handle in Odoo`, the above notifications are shown in the **Discuss** app's *Inbox*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:153
|
||
msgid "Chat from different applications"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:155
|
||
msgid "The **Discuss** application enables communication across all of Odoo's applications. To view chats and channels, or start a new message, select the speech bubbles that are consistently present in the upper-right corner of the database header."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:-1
|
||
msgid "Use Discuss across other applications by clicking the speech bubbles."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:163
|
||
msgid ":doc:`discuss/team_communication`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:164
|
||
#: ../../content/applications/productivity/discuss/team_communication.rst:100
|
||
msgid ":doc:`/applications/essentials/activities`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:165
|
||
msgid ":doc:`discuss/ice_servers`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss.rst:166
|
||
msgid ":doc:`discuss/chatter`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/canned_responses.rst:3
|
||
msgid "Canned responses"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/canned_responses.rst:5
|
||
msgid "*Canned responses* are customizable inputs where a typed shortcut populates a longer response. A user enters a keyword shortcut, which is then automatically replaced by the expanded substitution response. Canned responses save time by allowing users to use shorthand phrases to populate longer messages. This also limits the possibility of errors when typing out longer messages because these are pre-set messages. This maintains consistency throughout customer interactions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/canned_responses.rst:11
|
||
msgid "Canned responses consist of two main components: the *shortcut* and the *substitution*. The shortcut is the keyword or key phrase that is to be replaced. The substitution is the longer message that replaces the shortcut."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/canned_responses.rst:-1
|
||
msgid "A live chat conversation using a canned response."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/canned_responses.rst:18
|
||
msgid "Canned responses are available :ref:`to use <discuss/use-cases>` in **Live Chat** conversations, the **Discuss** app, and the *Chatter*. Canned responses are also available in direct message conversations, channel conversations, and *WhatsApp* messages."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/canned_responses.rst:25
|
||
msgid "Creating canned responses"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/canned_responses.rst:27
|
||
msgid "Canned responses are managed through the **Discuss** application. To create a new canned response, or manage the list of existing responses, navigate to :menuselection:`Discuss app --> Configuration --> Canned Responses`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/canned_responses.rst:31
|
||
msgid "Then, to create a new canned response, click :guilabel:`New` at the top-left of the list. Doing so reveals a new blank line in the list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/canned_responses.rst:34
|
||
msgid "Canned responses consist of two main components, a *shortcut* the user enters, and the *substitution* that replaces the shortcut."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/canned_responses.rst:-1
|
||
msgid "A list of canned responses emphasizing the shortcut and substitution fields."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/canned_responses.rst:40
|
||
msgid "Type a shortcut command in the :guilabel:`Shortcut` field. Next, click on the :guilabel:`Substitution` field, and type the message that will replace the shortcut."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/canned_responses.rst:44
|
||
msgid "Try to connect the shortcut to the topic of the substitution. Not only does this make it easier to use the responses, it prevents the list of responses from becoming disorganized and overwhelming."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/canned_responses.rst:48
|
||
msgid "The :guilabel:`Created by` field automatically populates with the name of the user that creates a new response. This field cannot be edited."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/canned_responses.rst:51
|
||
msgid "To :ref:`share <discuss/sharing-responses>` this response with other users, select one or more groups in the :guilabel:`Authorized Group` field that should have access."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/canned_responses.rst:55
|
||
msgid "If the :guilabel:`Authorized Group` field is left blank, the response can **only** be used by the user that created it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/canned_responses.rst:58
|
||
msgid "Canned responses created by the database are automatically credited as created by *OdooBot*. They must be assigned to an *authorized group* before they can be used by **any** users. To view the responses created by *OdooBot*, navigate to :menuselection:`Discuss app --> Configuration --> Canned Responses`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/canned_responses.rst:63
|
||
msgid "Lastly, the :guilabel:`Last Used` field keeps track of the date and time each response was most recently used. This field cannot be edited."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/canned_responses.rst:69
|
||
msgid "Share responses"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/canned_responses.rst:71
|
||
msgid "Canned responses, by default, are made available **only** to the user who creates them. To make a canned response available for others to use, they need to be shared."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/canned_responses.rst:75
|
||
msgid "Users with *Administrator* access rights can view and edit canned responses created by other users through the **Discuss** app. However, they are **only** able to use them if they are included in an authorized group that has been designated on that canned responses item line, located on the :guilabel:`Canned Responses` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/canned_responses.rst:80
|
||
msgid "Access to shared responses is granted on the :ref:`groups <access-rights/groups>` level."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/canned_responses.rst:82
|
||
msgid "To view the *Groups* a user is a member of, first enable :ref:`Developer mode <developer-mode>`, then navigate to :menuselection:`Settings app --> Users & Companies --> Users`. Select a user from the list, and click to open their :guilabel:`User Record`. Then, click the :guilabel:`Groups` smart button at the top of the page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/canned_responses.rst:88
|
||
msgid "To view a list of users in a specific group, first enable :doc:`Developer mode <../../general/developer_mode/>`. Next, navigate to :menuselection:`Settings app --> Users & Companies --> Groups`. Select a group from the list, then click to open the :guilabel:`Group Record`. A list of users is included on the :guilabel:`Users` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/canned_responses.rst:93
|
||
msgid "After determining what groups should have access to a response, they **must** :ref:`be added <discuss/created-canned-response>` to the :guilabel:`Authorized Groups` field for each canned response."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/canned_responses.rst:98
|
||
msgid "The user who created the response can use it, even if they are not a member of one of the *Authorized Groups*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/canned_responses.rst:104
|
||
msgid "Use a canned response"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/canned_responses.rst:106
|
||
msgid "To use a canned response in a conversation, click the :icon:`fa-plus-circle` :guilabel:`(plus)` icon in the message window. Then, click :guilabel:`Insert a Canned Response`. This opens a list of available canned responses. Either select a response from the list, or type the appropriate shortcut, then click the :icon:`fa-paper-plane` :guilabel:`(send)` icon or hit :kbd:`Enter`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/canned_responses.rst:112
|
||
msgid "Typing `::` in the *Chatter* composer, or chat window, on its own generates a drop-down list of available canned responses. A response can be selected from the list, in addition to the use of shortcuts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/canned_responses.rst:116
|
||
msgid "To search through the list of available responses, type `::`, followed by the first few letters of the shortcut."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/canned_responses.rst:0
|
||
msgid "A live chat window with a list of all available canned responses."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/canned_responses.rst:123
|
||
msgid ":doc:`Chatter <chatter>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/canned_responses.rst:124
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:430
|
||
msgid ":doc:`Discuss <../discuss>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/canned_responses.rst:125
|
||
msgid ":ref:`Commands and Canned Responses <live-chat/canned-responses>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:3
|
||
msgid "Chatter"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:9
|
||
msgid "The *Chatter* feature is integrated throughout Odoo to streamline communication, maintain traceability, and provide accountability among team members. Chatter windows, known as *composers*, are located on almost every record within the database, and allow users to communicate with both internal users and external contacts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:14
|
||
msgid "Chatter composers also enable users to log notes, upload files, and schedule activities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:17
|
||
msgid "Chatter thread"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:19
|
||
msgid "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 to the record. The note includes details of the change, and a time stamp."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:24
|
||
msgid "A user, Mitchell Admin, needs to update the email address of a contact. After they save the changes to the contact record, a note is logged in the chatter of the contact record with the following information:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:28
|
||
msgid "The date when the change occurred."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:29
|
||
msgid "The email address as it was previously listed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:30
|
||
msgid "The updated email address."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:0
|
||
msgid "A close up of a chatter thread with an update to a contact record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:35
|
||
msgid "If a record was created, or edited, via an imported file, or was otherwise updated through an intervention by the system, the chatter thread creates a log note, and credits the change to OdooBot."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:-1
|
||
msgid "A close up of a chatter thread of an OdooBot created contact record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:45
|
||
msgid "Add followers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:47
|
||
msgid "A *follower* is a user or contact that is added to a record and is notified when the record is updated, based on specific :ref:`follower subscription settings <discuss/edit-subscription>`. Followers can add themselves, or can be added by another user."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:52
|
||
msgid "If a user creates, or is assigned to a record, they are automatically added as a follower."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:54
|
||
msgid "To follow a record, navigate to any record with a chatter thread. For example, to open a *Helpdesk* ticket, navigate to :menuselection:`Helpdesk app --> Tickets --> All Tickets`, and select a ticket from the list to open it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:58
|
||
msgid "At the top-right, above the chatter composer, click :guilabel:`Follow`. Doing this changes the button to read :guilabel:`Following`. Click it again to :guilabel:`Unfollow`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:62
|
||
msgid "Manage followers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:64
|
||
msgid "To add another user, or contact, as a follower, click the |user|. This opens a drop-down list of the current followers. Click :guilabel:`Add Followers` to open an :guilabel:`Invite Follower` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:68
|
||
msgid "Select one or more contacts from the :guilabel:`Recipients` drop-down list. To notify the contacts, tick the :guilabel:`Send Notification` checkbox. Edit the message template as desired, then click :guilabel:`Add Followers`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:72
|
||
msgid "To remove followers, click the |user| to open the current followers list. Find the name of the follower to be removed, and click the :icon:`fa-remove` :guilabel:`(remove)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:78
|
||
msgid "Edit follower subscription"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:80
|
||
msgid "The updates a follower receives can vary based on their subscription settings. To see the type of updates a follower is subscribed to, and to edit the list, click the |user|. Find the appropriate follower in the list, then click the :icon:`fa-pencil` :guilabel:`(pencil)` icon. This opens the :guilabel:`Edit Subscription` pop-up window for the follower."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:85
|
||
msgid "The list of available subscription settings varies depending on the record type. For example, a follower of a *Helpdesk* ticket may be informed when the ticket is rated. This option would not be available for the followers of a *CRM* opportunity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:89
|
||
msgid "Tick the checkbox for any updates the follower should receive, and clear the checkbox for any updates they should **not** receive. Click :guilabel:`Apply` when finished."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:95
|
||
msgid "The Edit Subscription window on a Helpdesk ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:95
|
||
msgid "The Edit Subscription options vary depending on the record type. These are the options for a Helpdesk ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:101
|
||
msgid "Log notes"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:103
|
||
msgid "The chatter function includes the ability to log internal notes on individual records. These notes are only accessible to internal users, and are available on any records that feature a chatter thread."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:107
|
||
msgid "To log an internal note, first navigate to a record. For example, to open a *CRM* opportunity, navigate to :menuselection:`CRM app --> Sales --> My Pipeline`, and click on the Kanban card of an opportunity to open it. Then, at the top-right, above the chatter composer, click :guilabel:`Log note`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:112
|
||
msgid "Enter the note in the chatter composer. To tag an internal user, type `@`, and begin typing the name of the person to tag. Then, select a name from the drop-down menu. Depending on their notification settings, the user is notified by email, or through Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:117
|
||
msgid "Outside contacts can also be tagged in an internal log note. The contact then receives an email with the contents of the note they were tagged in, including any attachments added directly to the note. If they respond to the email, their response is logged in the chatter, and they are added to the record as a follower."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:122
|
||
msgid "Outside contacts are **not** able to log in to view the entire chatter thread, and are only notified of specific updates, based on their :ref:`follower subscription settings <discuss/edit-subscription>`, or when they are tagged directly."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:129
|
||
msgid "Send messages"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:131
|
||
msgid "Chatter composers can send messages to outside contacts, without having to leave the database, or open a different application. This makes it easy to communicate with potential customers in the *Sales* and *CRM* applications, or vendors in the *Purchase* app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:135
|
||
msgid "To send a message, first navigate to a record. For example, to send a message from a *CRM* opportunity, navigate to :menuselection:`CRM app --> Sales --> My Pipeline`, and click on the Kanban card of an opportunity to open it. Then, at the top-right, above the chatter composer, click :guilabel:`Send message`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:141
|
||
msgid "Press :command:`Ctrl + Enter` to send a message, instead of using the :guilabel:`Send` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:143
|
||
msgid "If any :ref:`followers <discuss/add-followers>` have been added to the record, they are added as recipients of the message."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:147
|
||
msgid ":ref:`Followers <discuss/add-followers>` of a record are added as recipients of a message automatically. If a follower should **not** receive a message, they must be removed as a follower before the message is sent, or a note is logged."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:-1
|
||
msgid "A chatter composer preparing to send a message to the followers of a CRM opportunity and\n"
|
||
"the customer listed on the opportunity record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:156
|
||
msgid "Expand full composer"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:158
|
||
msgid "The chatter composer can be expanded to a larger pop-up window, allowing for additional customizations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:161
|
||
msgid "To open the full composer, click the :icon:`fa-expand` :guilabel:`(expand)` icon in the bottom-right corner of the composer window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:167
|
||
msgid "A chatter composer with emphasis on the expand icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:167
|
||
msgid "The expand icon in a chatter composer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:169
|
||
msgid "Doing this opens a :guilabel:`Compose Email` pop-up window. Confirm or edit the intended :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."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:173
|
||
msgid "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."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:178
|
||
msgid "The number and type of templates available vary, based on the record the message is created from."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:180
|
||
msgid "Click :icon:`fa-paperclip` :guilabel:`(paperclip)` icon to add any files to the message, then click :guilabel:`Send`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:-1
|
||
msgid "The expanded full chatter composer in the CRM application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:187
|
||
msgid "Generate text with AI"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:189
|
||
msgid "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."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:192
|
||
msgid "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."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:-1
|
||
msgid "The generate text with AI popup."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:198
|
||
msgid "After the text is generated, click :guilabel:`Insert` to insert the text into the message composer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:201
|
||
msgid "Before sending the final message, be sure to edit any commentary from the AI, or any text in brackets."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:0
|
||
msgid "A draft of an email with text generated by AI."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:208
|
||
msgid "Edit sent messages"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:210
|
||
msgid "Messages can be edited after they are sent, to fix typos, correct mistakes, or add missing information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:214
|
||
msgid "When messages are edited after they have been sent, an updated message is **not** sent to the recipient."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:217
|
||
msgid "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."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:-1
|
||
msgid "The edit message option in a chatter thread."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:223
|
||
msgid "To save the changes, press :command:`Ctrl + Enter`. To discard the changes, press :command:`Escape`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:226
|
||
msgid "Users with Admin-level access rights can edit any sent messages. Users without Admin rights can **only** edit messages they created."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:232
|
||
msgid "Search messages"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:234
|
||
msgid "Chatter threads can become long after a while, because of all the information they contain. To make it easier to find a specific entry, users can search the text of messages and notes for specific keywords."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:238
|
||
msgid "First, select a record with a chatter thread. For example, to search a *CRM* opportunity, navigate to :menuselection:`CRM app --> Sales --> My Pipeline`, and click on the Kanban card of an opportunity to open it. Then, at the top-right, above the chatter composer, click the :icon:`oi-search` :guilabel:`(search)` icon to open the search bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:243
|
||
msgid "Enter a keyword or phrase into the search bar, then hit :command:`Enter`, or click the :icon:`oi-search` :guilabel:`(search)` icon to the right of the search bar. Any messages or notes containing the keyword or phrase entered are listed below the search bar, with the keyword highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:248
|
||
msgid "To be taken directly to a particular message in the chatter thread, hover over the upper-right corner of the result to reveal a :guilabel:`Jump` button. Click this button to be directed to that message's location in the thread."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:255
|
||
msgid "Search results in a chatter thread emphasising the search icon and the jump button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:255
|
||
msgid "Search results in a chatter thread. Hover over the upper-right corner of a result to see the **Jump** option. Click it to be taken directly to that message in the chatter thread."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:261
|
||
msgid "Schedule activities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:263
|
||
msgid "*Activities* are follow-up tasks tied to a record in an Odoo database. Activities can be scheduled on any database page that contains a chatter thread, Kanban view, list view, or activities view of an application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:267
|
||
msgid "To schedule an activity through a chatter thread, click the :guilabel:`Activities` button, located at the top of the chatter on any record. On the :guilabel:`Schedule Activity` pop-up window that appears, select an :guilabel:`Activity Type` from the drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:272
|
||
msgid "Individual applications have a list of *Activity Types* dedicated to that application. For example, to view and edit the activities available for the *CRM* application, go to :menuselection:`CRM app --> Configuration --> Activity Types`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:276
|
||
msgid "Enter a title for the activity in the :guilabel:`Summary` field, located in the :guilabel:`Schedule Activity` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:279
|
||
msgid "Select a name from the :guilabel:`Assigned to` drop-down menu to assign the activity to a different user. Otherwise, the user creating the activity is automatically assigned."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:282
|
||
msgid "Add any additional information in the optional :guilabel:`Log a note...` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:285
|
||
msgid "The :guilabel:`Due Date` field on the :guilabel:`Schedule Activity` pop-up window auto-populates based on the configuration settings for the selected :guilabel:`Activity Type`. However, this date can be changed by selecting a day on the calendar in the :guilabel:`Due Date` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:289
|
||
msgid "Lastly, click one of the following buttons:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:291
|
||
msgid ":guilabel:`Schedule`: adds the activity to the chatter under :guilabel:`Planned activities`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:292
|
||
msgid ":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."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:295
|
||
msgid ":guilabel:`Done \\& Schedule Next`: adds the task under :guilabel:`Today` marked as done, and opens a new activity window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:297
|
||
msgid ":guilabel:`Cancel`: discards any changes made on the pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:299
|
||
msgid "Scheduled activities are added to the chatter for the record under :guilabel:`Planned activities`, and are color-coded based on their due date."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:302
|
||
msgid "**Red** icons indicate an overdue activity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:303
|
||
msgid "**Yellow** icons indicate an activity with a due date scheduled for the current date."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:304
|
||
msgid "**Green** icons indicate an activity with a due date scheduled in the future."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:-1
|
||
msgid "A chatter thread with planned activities with varying due dates."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:310
|
||
msgid "Click the :icon:`fa-info-circle` :guilabel:`(info)` icon next to a planned activity to see additional details."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:0
|
||
msgid "A detailed view of a planned activity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:316
|
||
msgid "After completing an activity, click :guilabel:`Mark Done` under the activity entry in the chatter. This opens a :guilabel:`Mark Done` pop-up window, where additional notes about the activity can be entered. After adding any comments to the pop-up window, click: :guilabel:`Done \\& Schedule Next`, :guilabel:`Done`, or :guilabel:`Discard`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:321
|
||
msgid "After the activity is marked complete, an entry with the activity type, title, and any other details that were included in the pop-up window are listed in the chatter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:-1
|
||
msgid "A chatter thread with a completed activity, included additional details."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:330
|
||
msgid "Attach files"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:332
|
||
msgid "Files can be added as attachments in the chatter, either to send with messages, or to include with a record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:336
|
||
msgid "After a file has been added to a chatter thread, it can be downloaded by any user with access to the thread. Click the |paperclip| to make the files header visible, if necessary. Then, click the :icon:`fa-download` :guilabel:`(download)` icon the file to download it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:340
|
||
msgid "To attach a file, click the |paperclip| located at the top of the chatter composer of any record that contains a chatter thread."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:343
|
||
msgid "This opens a file explorer pop-up window. Navigate to the desired file, select it, then click :guilabel:`Open` to add it to the record. Alternatively, files can be dragged and dropped directly onto a chatter thread."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:347
|
||
msgid "After files have been added, they are listed in the chatter thread, under a :guilabel:`Files` heading."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:351
|
||
msgid "After at least one file has been added to a chatter record, a new button labeled :guilabel:`Attach files` appears below the :guilabel:`Files` heading. To attach any additional files, this is the button that **must** be used, instead of the |paperclip| at the top of the chatter thread."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:356
|
||
msgid "After the :guilabel:`Files` section heading appears in the thread, clicking the |paperclip| no longer opens a file explorer pop-up window. Instead, clicking the |paperclip| toggles the :guilabel:`Files` section from visible to invisible in the chatter thread."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:0
|
||
msgid "A chatter thread with a file attached and the Attach files button added."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:366
|
||
msgid "Integrations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:368
|
||
msgid "Beyond the standard features, additional integrations can be enabled to work with the chatter feature, specifically *WhatsApp* and *Google Translate*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:372
|
||
msgid "Before the *WhatsApp* and *Google Translate* integrations can be used with the chatter, they **must** be configured. Step-by-step instructions on how to set-up each of these features can be found in the documentation below:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:376
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:433
|
||
msgid ":doc:`WhatsApp <../whatsapp>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:377
|
||
msgid ":doc:`Google Translate <../../general/integrations/google_translate>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:380
|
||
#: ../../content/applications/productivity/whatsapp.rst:3
|
||
msgid "WhatsApp"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:382
|
||
msgid "*WhatsApp* is an instant messaging and voice-over-IP app that allows users to send and receive messages, as well as share content."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:386
|
||
msgid "*WhatsApp* is an Odoo Enterprise-only application that does **not** work in the Odoo Community edition. To sign up for an Odoo Enterprise edition, click here: `Odoo Free Trial <https://www.odoo.com/trial>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:390
|
||
msgid "After *WhatsApp* has been configured and enabled within a database, a :guilabel:`WhatsApp` button is added above the chatter composer on any applicable record. If one or more approved *WhatsApp* templates are found for that model, clicking this button opens a :guilabel:`Send WhatsApp Message` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:396
|
||
msgid "*WhatsApp* templates **must** be approved before they can be used. See :ref:`WhatsApp templates <productivity/whatsapp/templates>` for more information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:-1
|
||
msgid "A send WhatsApp message pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:403
|
||
msgid "Google Translate"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:405
|
||
msgid "*Google Translate* can be used to translate user-generated text in the Odoo chatter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:407
|
||
msgid "To enable *Google Translate* on a database, an *API key* must first :doc:`be created <../../general/integrations/google_translate>` through the `Google API Console <https://console.developers.google.com/>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:411
|
||
msgid "After creating the API key, navigate to the :menuselection:`Settings app --> Discuss section` and paste the key in the :guilabel:`Message Translation` field. Click :guilabel:`Save` to save the changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:416
|
||
msgid "Translate a chatter message"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:418
|
||
msgid "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/>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:-1
|
||
msgid "alt text"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:426
|
||
msgid "Using the *Google Translate* API **requires** a current billing account with `Google <https://myaccount.google.com/>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:431
|
||
msgid ":doc:`Discuss Channels <../discuss/team_communication/>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/chatter.rst:432
|
||
msgid ":doc:`Activities <../../essentials/activities>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/ice_servers.rst:3
|
||
msgid "Configure ICE servers with Twilio"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/ice_servers.rst:5
|
||
msgid "Odoo Discuss uses WebRTC API and peer-to-peer connections for voice and video calls. If one of the call attendees is behind a symmetric NAT, you need to configure an ICE server to establish a connection to the call attendee. To set up an ICE server, first, create a Twilio account for video calls, and then, connect that Twilio account to Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/ice_servers.rst:11
|
||
msgid "Create a Twilio account"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/ice_servers.rst:13
|
||
msgid "First, go to `Twilio <https://www.twilio.com>`_ and click :guilabel:`Sign up` to create a new Twilio account. Next, enter your name and email address, create a password, and accept Twilio's terms of service. Then, click :guilabel:`Start your free trial`. Verify your email address with Twilio, as per their instructions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/ice_servers.rst:18
|
||
msgid "Next, enter your phone number into Twilio. Then, Twilio will send you an SMS text message containing a verification code. Enter the verification code into Twilio to verify your phone number."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/ice_servers.rst:22
|
||
msgid "After that, Twilio redirects to a welcome page. Use the following list to answer Twilio's questions:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/ice_servers.rst:25
|
||
msgid "For :guilabel:`Which Twilio product are you here to use?`, select :guilabel:`Video`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/ice_servers.rst:26
|
||
msgid "For :guilabel:`What do you plan to build with Twilio?`, select :guilabel:`Other`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/ice_servers.rst:27
|
||
msgid "For :guilabel:`How do you want to build with Twilio?`, select :guilabel:`With no code at all`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/ice_servers.rst:28
|
||
msgid "For :guilabel:`What is your goal today?`, select :guilabel:`3rd party integrations`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/ice_servers.rst:-1
|
||
msgid "The Twilio welcome page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/ice_servers.rst:34
|
||
msgid "If necessary, change the billing country. Finally, click :guilabel:`Get Started with Twilio`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/ice_servers.rst:37
|
||
msgid "Locate the Twilio Account SID and Auth Token"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/ice_servers.rst:39
|
||
msgid "To locate the Account SID and Auth Token, go to the Twilio account dashboard. Then, click :guilabel:`Develop` on the sidebar. In the :guilabel:`Account Info` section, locate the :guilabel:`Account SID` and the :guilabel:`Auth Token`. Both of these are needed to connect Twilio to Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/ice_servers.rst:-1
|
||
msgid "The Twilio Account SID and Auth Token can be found uner the Account Info section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/ice_servers.rst:49
|
||
msgid "Connect Twilio to Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/ice_servers.rst:51
|
||
msgid "Open the Odoo database and go to :menuselection:`Settings --> General Settings --> Discuss`. Check the box next to :guilabel:`Use Twilio ICE servers` and enter the Twilio account's :guilabel:`Account SID` and :guilabel:`Auth Token`. Finally, click :guilabel:`Save` to apply these changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/ice_servers.rst:-1
|
||
msgid "Enable the \"Use Twilio ICE servers\" option in Odoo General Settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/ice_servers.rst:61
|
||
msgid "Define a list of custom ICE servers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/ice_servers.rst:63
|
||
msgid "This step is not required for the Twilio configuration. However, if Twilio is not configured or is not working at any given moment, Odoo will fall back on the custom ICE servers list. The user must define the list of custom ICE servers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/ice_servers.rst:67
|
||
msgid "In :menuselection:`Settings --> General Settings --> Discuss`, click the :guilabel:`ICE Servers` button under :guilabel:`Custom ICE server list`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/ice_servers.rst:-1
|
||
msgid "The \"ICE Servers\" button in Odoo General Settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/ice_servers.rst:74
|
||
msgid "Odoo will redirect to the :guilabel:`ICE servers` page. Here you can define your own list of ICE servers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/ice_servers.rst:-1
|
||
msgid "The \"ICE servers\" page in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/ice_servers.rst:82
|
||
msgid "For on-premise instances of Odoo, the package `python3-gevent` is necessary for the Discuss module to run calls/video calls on Ubuntu (Linux) servers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/team_communication.rst:3
|
||
msgid "Use channels for team communication"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/team_communication.rst:5
|
||
msgid "Use channels in the Odoo **Discuss** app to organize discussions between individual teams, departments, projects, or any other group that requires regular communication. With channels, employees can communicate inside dedicated spaces within the Odoo database around specific topics, updates, and latest developments having to do with the organization."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/team_communication.rst:11
|
||
msgid "Create a new channel"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/team_communication.rst:13
|
||
msgid "To create a new channel, navigate to the :menuselection:`Discuss` app, and then click on the :icon:`fa-plus` :guilabel:`(plus)` icon next to the :guilabel:`Channels` heading in the left-side menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/team_communication.rst:-1
|
||
msgid "View of discuss's sidebar and a channel being created in Odoo Discuss."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/team_communication.rst:20
|
||
msgid "The channel's :guilabel:`Group Name`, :guilabel:`Description`, and :guilabel:`Privacy` settings can be modified by clicking on the channel's settings, represented by a :icon:`fa-cog` :guilabel:`(gear)` icon in the left sidebar menu, next to the channel's name."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/team_communication.rst:25
|
||
msgid "Privacy tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/team_communication.rst:27
|
||
msgid "To control which users can join a channel, open the channel's setting page and navigate to the :guilabel:`Privacy` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/team_communication.rst:-1
|
||
msgid "View of a channel's settings form in Odoo Discuss."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/team_communication.rst:33
|
||
msgid "To limit access of the channel to a specific group, select an option from the :guilabel:`Authorized Group` drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/team_communication.rst:36
|
||
msgid "To automatically add members of a group as followers of the channel, click the :guilabel:`Auto Subscribe Groups` field, and select one or more groups from the list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/team_communication.rst:40
|
||
msgid "Users who are automatically added as followers can manually edit their subscription to the channel, if necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/team_communication.rst:43
|
||
msgid "The option to :guilabel:`Auto Subscribe Groups` automatically adds users of that particular user group as followers. In other words, while :guilabel:`Authorized Groups` limits which users can access the channel, :guilabel:`Auto Subscribe Groups` automatically adds users as members as long as they are part of a specific user group. The same is true for :guilabel:`Auto Subscribe Departments`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/team_communication.rst:49
|
||
msgid "Invite members to a channel"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/team_communication.rst:51
|
||
msgid "To invite members to a channel, click on the :guilabel:`Members` tab. Click :guilabel:`Add a line`, then select either a :guilabel:`Partner` or :guilabel:`Guest` from the drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/team_communication.rst:54
|
||
msgid "Inviting members can also be done from the **Discuss** app's main dashboard, by selecting the channel, clicking the :icon:`fa-user-plus` :guilabel:`(add user)` icon in the top-right corner of the dashboard, and finally clicking :guilabel:`Invite to Channel` once all the users have been added."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/team_communication.rst:-1
|
||
msgid "View of Discuss' option to invite members in Odoo Discuss."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/team_communication.rst:63
|
||
msgid "Quick search bar"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/team_communication.rst:65
|
||
msgid "Once at least 20 channels, direct messages, or live chat conversations are pinned in the sidebar, a :guilabel:`Quick search…` bar is displayed. This feature is a convenient way to filter conversations and find relevant communications."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/team_communication.rst:-1
|
||
msgid "View of the Discuss' sidebar emphasizing the quick search bar in Odoo Discuss."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/team_communication.rst:73
|
||
msgid "Finding channels"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/team_communication.rst:75
|
||
msgid "To view all available channels, click on the :icon:`fa-cog` :guilabel:`(gear)` icon to the right of the :guilabel:`CHANNELS` menu. Users can join or leave channels on this screen by clicking the :guilabel:`Join` or :guilabel:`Leave` buttons that appear in the channel boxes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/team_communication.rst:79
|
||
msgid "There is also the ability to apply filtering criteria and save them for later use. The :guilabel:`Search...` function accepts wildcards by using the underscore character [ `_` ], and specific searches can be saved by using the :menuselection:`Favorites --> Save Current Search` drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/team_communication.rst:85
|
||
msgid "Linking channel in chatter"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/team_communication.rst:87
|
||
msgid "Channels can be linked in the *chatter* of a record to share relvant discussions. To do so, type: `#` and the channel name. Click or press enter on the *Channel* name. Upon logging the note a link to the channel appears. After clicking on the link a chat window with the channel conversation pops up in the lower right corner of the screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/team_communication.rst:92
|
||
msgid "Users are able to contribute to this group channel by typing messages in window and pressing *enter*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/team_communication.rst:-1
|
||
msgid "Channel linked in chatter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/team_communication.rst:99
|
||
msgid ":doc:`../discuss`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:3
|
||
msgid "Documents"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:5
|
||
msgid "**Odoo Documents** allows you to store, view, and manage files within Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:7
|
||
msgid "Folders and documents are organized into sections accessible from the tree on the left. The following sections are available:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:10
|
||
msgid ":guilabel:`All`: displays all folders and files the user has access to."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:11
|
||
msgid ":icon:`fa-building` :guilabel:`Company`: contains folders and files shared across the company. Access is determined by the :ref:`access rights <documents/access-rights>` defined for the folder and file."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:14
|
||
msgid ":icon:`fa-hdd-o` :guilabel:`My Drive`: the user's personal workspace for organizing and accessing files and folders they own or have uploaded."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:16
|
||
msgid ":icon:`fa-users` :guilabel:`Shared with me`: includes files that have been shared with the user but are not part of any parent folder they have access to."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:18
|
||
msgid ":icon:`fa-clock-o` :guilabel:`Recent`: shows recently modified files the user has permission to view or edit."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:20
|
||
msgid ":icon:`fa-trash` :guilabel:`Trash`: stores :ref:`deleted files and folders <documents/deletion-delay>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:22
|
||
msgid "Click a section in the tree to view its contents. Select a folder to open it, :ref:`manage it <documents/folders>`, and access its files."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:25
|
||
msgid "Click a file to open it and :ref:`take available actions <documents/documents>`. To close the file, press **Esc** or click the :icon:`fa-remove` (:guilabel:`close`) icon. You can also drag and drop a file or folder to move it to another folder or section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:30
|
||
msgid "Use the :ref:`search bar <search/values>` to quickly find specific items."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:31
|
||
msgid "The :doc:`chatter <discuss/chatter>` tracks changes to folders and files and allows communication with internal users and external contacts. Open the :ref:`Details panel <documents/details-panel>` to access it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:36
|
||
msgid ":doc:`Sign documentation <sign>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:44
|
||
msgid "Deletion delay"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:46
|
||
msgid "By default, items moved to the trash remain there for 30 days before being permanently deleted. To adjust this delay, go to :menuselection:`Documents --> Configuration --> Settings` and edit the :guilabel:`Deletion delay (days)` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:53
|
||
msgid "File centralization"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:55
|
||
msgid "File centralization allows for automatically organizing all files associated with a specific app into dedicated folders. It is enabled by default for each app upon installation. To disable file centralization, modify the default folder, or configure the tags to be added to the app-specific files, go to :menuselection:`Documents --> Configuration --> Settings`, and edit the relevant setting under the :guilabel:`File Centralization` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:62
|
||
msgid "File centralization cannot be disabled for :guilabel:`Accounting` documents. A sub-folder is automatically created for each journal type (e.g., Sales, Purchase, Bank, etc.), and the journal name is added as a tag on each document. Click :guilabel:`Journals` to edit the list of journals to synchronize and define their corresponding folders and tags."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:66
|
||
msgid "For :guilabel:`Human Resources` files, a sub-folder is automatically created for each employee, and specific tags are added to the files based on the document type (e.g., :guilabel:`Contracts`, :guilabel:`Payslips`, etc.). You can also create additional :guilabel:`Employee Subfolders` automatically by entering the desired folder names, separated by commas."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:73
|
||
msgid "Changing the folder or tags only affects new files; existing files remain unchanged."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:74
|
||
msgid "When file centralization is enabled for an app, deleting a record in that app moves its attachments to the trash in the Documents app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:80
|
||
msgid "Folders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:82
|
||
msgid "You can organize files in folders available in the :icon:`fa-building` :guilabel:`Company` or :icon:`fa-hdd-o` :guilabel:`My Drive` sections."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:85
|
||
msgid "To create a folder, select the desired section in the tree, click :guilabel:`New`, and select :guilabel:`Folder`. In the pop-up, enter the folder's :guilabel:`Name` and click :guilabel:`Save`. To create a sub-folder, select the parent folder first, then follow the same steps."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:90
|
||
msgid "Some folders and sub-folders are created automatically based on the :ref:`file centralization settings <documents/file-centralization>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:93
|
||
msgid "To manage a folder or sub-folder, select it and click the :icon:`fa-cog` (:guilabel:`Actions`) icon above the tree. The following options are available in the menu:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:96
|
||
msgid ":icon:`fa-download` :guilabel:`Download`: Download the folder as a .zip file, including its files and sub-folders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:98
|
||
msgid ":icon:`fa-pencil-square-o` :guilabel:`Rename`: Modify the folder's name."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:99
|
||
msgid ":icon:`fa-share-alt` :guilabel:`Share`: :ref:`Share the folder and manage its access rights <documents/access-rights>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:101
|
||
msgid ":icon:`fa-star-o` :guilabel:`Add star`: Mark a folder as a favorite for quicker access. This setting is user-specific and does not affect other users' workspaces. You can then use the :ref:`Starred filter <search/favorites>` to navigate to your favorite folders quickly."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:104
|
||
msgid ":icon:`fa-info-circle` :guilabel:`Info & Tags`: View the folder's :ref:`details <documents/details-panel>` and chatter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:106
|
||
msgid ":icon:`fa-trash` :guilabel:`Move to trash`: Move the folder and its content to the :ref:`trash <documents/deletion-delay>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:108
|
||
msgid ":icon:`fa-cog` :guilabel:`Actions on Select`: Define the server actions that are available (as buttons) for the files in the folder. Click an action to add or remove it. Click :guilabel:`Add Custom Action` to :ref:`create a new one <reference/actions/server>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:111
|
||
msgid ":icon:`fa-cog` :guilabel:`Automations`: Create :doc:`automation rules </applications/studio/automated_actions>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:115
|
||
msgid "Setting up automation rules requires activating :doc:`/applications/studio`, which may impact your `pricing plan <https://www.odoo.com/pricing>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:118
|
||
msgid ":guilabel:`AI Auto-sort`: Use Odoo AI to automatically organize the files in the folder and trigger actions based on the provided AI prompt. Add the corresponding actions for your prompt in the lower section of the popup. This option requires the **Odoo AI** app to be installed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:123
|
||
#: ../../content/applications/productivity/documents.rst:197
|
||
msgid "Switch to the list view to:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:125
|
||
msgid "manage multiple folders at once."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:126
|
||
msgid ":icon:`fa-upload` :guilabel:`Export` or :icon:`oi-view-list` :guilabel:`Insert in spreadsheet` one or multiple folders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:128
|
||
msgid "quickly execute actions such as :guilabel:`Share`, :guilabel:`Download`, :guilabel:`Rename`, etc. Hover over a folder line and click the corresponding icon at the end of the line to perform the desired action."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:135
|
||
msgid "Files"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:137
|
||
msgid "To upload a file, select the desired folder in the tree, click :guilabel:`New`, and select :guilabel:`Upload`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:141
|
||
msgid "On Odoo Online databases, each uploaded file must not exceed 64MB."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:142
|
||
msgid "You can also drag and drop a file from your computer to the desired folder within the Documents app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:146
|
||
msgid "URL links"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:148
|
||
msgid "To add a link to a URL (e.g., a video) and make it accessible from a folder, click :guilabel:`New` and select :guilabel:`Link`. Enter the :guilabel:`URL`, add a :guilabel:`Name`, and select the appropriate :guilabel:`Folder`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:155
|
||
msgid "Spreadsheets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:157
|
||
msgid "To create a spreadsheet, click :guilabel:`New` and select :guilabel:`Spreadsheet`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:160
|
||
msgid ":doc:`Spreadsheet documentation <spreadsheet>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:163
|
||
msgid "Managing files"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:165
|
||
msgid "Several buttons are available in the top bar when opening a file:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:167
|
||
msgid "the :icon:`fa-cog` :guilabel:`Actions` menu, which includes the options described below"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:168
|
||
msgid ":guilabel:`Share`: to :ref:`share the file and manage its access rights <documents/access-rights>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:169
|
||
msgid ":guilabel:`Download`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:170
|
||
msgid "any :ref:`buttons defined for the folder <documents/folders>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:172
|
||
msgid "The following options are available in the :icon:`fa-cog` :guilabel:`Actions` menu:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:174
|
||
msgid ":icon:`fa-files-o` :guilabel:`Duplicate`: Create a copy of the file. In the popup, select or create the destination folder, then click :guilabel:`Duplicate in` *destination folder's name*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:176
|
||
msgid ":icon:`fa-trash` :guilabel:`Move to Trash`: Move the file to the :ref:`trash <documents/deletion-delay>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:178
|
||
msgid ":icon:`fa-pencil-square-o` :guilabel:`Rename`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:179
|
||
msgid ":icon:`fa-info-circle` :guilabel:`Info & tags`: View the file's :ref:`details <documents/details-panel>` and chatter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:181
|
||
msgid ":icon:`fa-sign-in` :guilabel:`Move`: Move the file to another folder. In the popup, select or create the destination folder, then click :guilabel:`Move to` *destination folder's name*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:183
|
||
msgid ":icon:`fa-external-link-square` :guilabel:`Create shortcut`: A shortcut is a pointer to a file, allowing access from multiple folders without duplicating the file. In the popup, select or create the destination folder, then click :guilabel:`Create a shortcut in` *destination folder's name*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:187
|
||
msgid ":icon:`fa-history` :guilabel:`Manage versions`: View all versions of the file in upload order, download a specific version, or upload a new one as needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:189
|
||
msgid ":icon:`fa-lock` :guilabel:`Lock`: Protect the file from any modifications."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:190
|
||
msgid ":icon:`fa-link` :guilabel:`Copy Links`: Copy the file's URL for sharing. Access is controlled based on the file's :ref:`access rights <documents/access-rights>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:192
|
||
msgid ":icon:`fa-scissors` :guilabel:`Split PDF`: :ref:`Split a PDF file <documents/pdfs>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:195
|
||
msgid "You can use folder-specific :ref:`email aliases <documents/email-aliases>` to automatically save files sent to the alias into the corresponding folder."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:199
|
||
msgid "manage multiple files at once."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:200
|
||
msgid ":icon:`fa-upload` :guilabel:`Export` or :icon:`oi-view-list` :guilabel:`Insert in spreadsheet` one or multiple files."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:202
|
||
msgid "quickly perform actions such as :guilabel:`Share`, :guilabel:`Download`, :guilabel:`Rename`, etc. Hover over a file line and click the corresponding icon at the end of the line to perform the desired action."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:209
|
||
msgid "Splitting and merging PDFs"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:211
|
||
msgid "To divide a PDF into individual or groups of pages, open the PDF, click the :icon:`fa-cog` :guilabel:`Actions` button, and select :icon:`fa-scissors` :guilabel:`Split PDF`. Click the :icon:`fa-scissors` (:guilabel:`scissors`) icon between pages to remove a split if needed, then click :guilabel:`Split` to confirm."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:-1
|
||
msgid "Split a PDF"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:219
|
||
msgid "To merge PDF files, follow these steps:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:221
|
||
msgid "Navigate to the folder containing the files you want to merge."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:222
|
||
msgid "Hold down **Ctrl** and click the relevant files."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:223
|
||
msgid "Click the :icon:`fa-cog` :guilabel:`Actions` button and select :icon:`fa-scissors` :guilabel:`Merge PDFs`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:225
|
||
msgid "If needed, click :guilabel:`Add file` to browse and select a PDF file from your computer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:226
|
||
msgid "Click the :icon:`fa-scissors` (:guilabel:`scissors`) icon between the files."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:227
|
||
msgid "Click :guilabel:`Split` to merge them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:230
|
||
msgid "The original PDFs are replaced by the merged version."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:233
|
||
msgid "Press **Shift + S** to add or remove all splits between pages."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:234
|
||
msgid "To delete a specific page, select the page, then click :guilabel:`Delete`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:239
|
||
msgid "Requesting files"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:241
|
||
msgid "Request files from users as a reminder for them to upload specific files. To do so, follow these steps:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:244
|
||
msgid "Click :guilabel:`New` and select :guilabel:`Request`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:245
|
||
msgid "Enter a :guilabel:`Document Name` and select the person you're requesting it from in the :guilabel:`Request To` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:247
|
||
msgid "If needed, set a :guilabel:`Due Date In`, edit the :guilabel:`Folder` where the file should be added, add :guilabel:`Tags`, and write a :guilabel:`Message`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:249
|
||
msgid "Click :guilabel:`Request`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:251
|
||
msgid "A placeholder for the missing file is created in the selected folder. Once the file is available, click the placeholder to upload it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:255
|
||
msgid "You can also request a document from the :ref:`list of scheduled activities <activities/all>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:257
|
||
msgid "To see the list of all requested files, switch to the Activity view of the Documents app and go to the :guilabel:`Requested Document` column. Click a requested file's date to view its details. You can then:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:261
|
||
msgid "Upload a file using the :icon:`fa-upload` (:guilabel:`upload`) button;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:262
|
||
msgid "Edit the activity using the :icon:`fa-pencil` (:guilabel:`edit`) button;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:263
|
||
msgid "Cancel the activity using the :icon:`fa-remove` (:guilabel:`cancel`) button;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:264
|
||
msgid "Send a reminder email. Click :guilabel:`Preview` to preview the content of the reminder email if needed, then :guilabel:`Send Now`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:267
|
||
msgid "To send a reminder email for all requested files, click the :icon:`fa-ellipsis-v` (:guilabel:`ellipsis`) icon in the :guilabel:`Requested Document` column and select :guilabel:`Document Request: Reminder`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:-1
|
||
msgid "Send a reminder email from the Activity view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:277
|
||
msgid "Details panel"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:279
|
||
msgid "To view a folder's or file's information and tags, select the folder or file, then click the :icon:`fa-cog` icon (for folders) or :icon:`fa-cog` :guilabel:`Actions` button (for files) and select :icon:`fa-info-circle` :guilabel:`Info & Tags`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:284
|
||
msgid "Alternatively, for folders, you can also click the :icon:`fa-info-circle` (:guilabel:`Info & Tags`) button in the upper-right corner next to the view icons."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:287
|
||
msgid "The details panel allows the following:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:289
|
||
msgid "Change the file's folder or the folder's name."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:290
|
||
msgid "View the file's or folder's size and the folder's item count."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:291
|
||
msgid "Change the file's or folder's owner and contact. By default, the person who creates a file or folder is set as its owner and granted full access rights to it. To change it, select the required user from the dropdown list. The contact is a person who only has :guilabel:`Viewer` :ref:`access rights <documents/access-rights>` to the file or folder, e.g., an existing supplier in the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:296
|
||
msgid "Access the :doc:`chatter </applications/essentials/activities>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:298
|
||
msgid "To close the details panel, click the :icon:`fa-remove` (:guilabel:`remove`) button in the upper-right corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:302
|
||
msgid "To view a file from their user profile, a user must be set as the contact and have at least :guilabel:`Viewer` :ref:`access <documents/access-rights>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:308
|
||
msgid "Email aliases"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:310
|
||
msgid "You can use an email alias to automatically save files sent to the email alias into a specific folder. To set up an email alias for a folder, follow these steps:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:313
|
||
msgid "Make sure a :ref:`custom alias domain <email-inbound-custom-domain>` is configured in the :guilabel:`General Settings`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:315
|
||
msgid "Select the folder where files should be saved."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:316
|
||
msgid "Click the :icon:`fa-info-circle` (:guilabel:`Info & Tags`) in the upper-right corner next to the view icons."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:318
|
||
msgid "In the details panel, enter the desired email alias."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:319
|
||
msgid "Optionally, specify an :guilabel:`Activity type` and assignee to create an :doc:`activity </applications/essentials/activities>` when a file is received via the alias."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:321
|
||
msgid "Optionally, select the :ref:`Tags <documents/tags>` to automatically apply to the files created through the alias."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:325
|
||
msgid "Emails sent to the alias without attachments are converted into files, using the email subject as the file name."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:329
|
||
msgid ":doc:`/applications/general/email_communication/email_servers_inbound`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:336
|
||
msgid "Tags help organize and categorize files, making it easier to search and filter them. To configure tags for files, go to :menuselection:`Documents --> Configuration --> Tags`. Click :guilabel:`New` to create a new tag. Enter the :guilabel:`Tag Name`, select a :guilabel:`Color`, and optionally add a :guilabel:`Tooltip` that appears when hovering over the tag."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:341
|
||
msgid "To add tags to a file, open the file, click the :icon:`fa-cog` :guilabel:`Actions`, select :icon:`fa-info-circle` :guilabel:`Info & Tags`, and then, in the details panel, select a tag from the :guilabel:`Tags` dropdown menu (identifiable by its placeholder :guilabel:`Add tags`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:346
|
||
msgid ":ref:`Alias tags <documents/email-aliases>` can also be used to automatically apply tags to files created through the alias."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:350
|
||
msgid "Linked records"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:352
|
||
msgid "To link the file to a specific record, select the appropriate model from the :guilabel:`Linked to` dropdown menu (identifiable by its placeholder :guilabel:`No linked model`), then select the desired record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:357
|
||
msgid "If :ref:`file centralization <documents/file-centralization>` is enabled for a specific app, adding a file to the Documents app by uploading an attachment automatically adds the corresponding record in the :guilabel:`Linked to field` of the file."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:364
|
||
msgid "Sharing and access rights"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:367
|
||
msgid "You can only share folders and files and edit their access rights if you have editing rights."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:369
|
||
msgid "Access rights can be set on:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:371
|
||
msgid "folders: Select the folder, click the :icon:`fa-cog` (:guilabel:`gear`) icon, and select :guilabel:`Share`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:373
|
||
msgid "files: Open the file and click :guilabel:`Share` in the top bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:376
|
||
msgid "Switch to the list view to share or manage the access rights of multiple filers or folders at once."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:379
|
||
msgid "To grant access to specific users or contacts, follow these steps:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:381
|
||
msgid "In the :icon:`fa-user-plus` (:guilabel:`Invite people`) field, select the users or contacts you want to grant access to from the dropdown menu or enter their email address."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:385
|
||
msgid ":guilabel:`Access through link` must be enabled first before granting access to external contacts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:388
|
||
msgid "Set the :guilabel:`Role` field to :guilabel:`Viewer` or :guilabel:`Editor`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:389
|
||
msgid "If desired, toggle the :guilabel:`Notify` switch off to avoid sending a notification email."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:390
|
||
msgid "Click :guilabel:`Share` to grant access (with or without a notification) or :guilabel:`Copy Links` to copy the sharing link to the clipboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:394
|
||
msgid "To remove a permission or set an expiration date for it, hover the mouse over the relevant contact and click the :icon:`fa-remove` (:guilabel:`remove`) or :icon:`fa-calendar` (:guilabel:`calendar`) button, respectively."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:0
|
||
msgid "Hover the mouse over a permission to reveal the buttons."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:401
|
||
msgid "To configure :guilabel:`General access` for :guilabel:`Internal users` or :guilabel:`Access through link`, select :guilabel:`Viewer`, :guilabel:`Editor`, or :guilabel:`None` (to completely restrict access). For :guilabel:`Access through link`, you can also specify whether the folder or file should be :guilabel:`Discoverable` (i.e., accessible through browsing). Click :guilabel:`Save` to apply the changes, then :guilabel:`Copy Links` to copy the sharing link to the clipboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:408
|
||
msgid "Each folder and file URL includes the access rights assigned to it. When you share a link to a folder, recipients are directed to a dedicated portal where they can view the files in that folder, excluding any with restricted access."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:411
|
||
msgid ":doc:`Portal users </applications/general/users/portal>` can access folders and files they have permission to view or edit through the customer portal by clicking the :guilabel:`Documents` card."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:416
|
||
msgid "Managing files across apps"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:418
|
||
msgid "You can save files to or attach existing files in the Documents app from any record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:420
|
||
msgid "To save an attachment to the Documents app, hover over an attachment in the record's chatter and click the :icon:`fa-hdd-o` (:guilabel:`Add to Documents`) icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:423
|
||
msgid "To attach a file to a record from the record's chatter, click the :guilabel:`Add from Documents` icon, select the desired file, and click :guilabel:`Add from Documents` to add the raw file, or :guilabel:`Paste Link(s)` to insert a link to the file (and preserve the document's :ref:`access rights <documents/access-rights>`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:428
|
||
msgid "To insert a file from Documents into the :doc:`Odoo rich-text editor </applications/essentials/html_editor>`, type `/file`, then select the desired file, and click :guilabel:`Add from Documents` to add the raw file, or :guilabel:`Paste Link(s)` to insert a link to the file (and preserve the document's :ref:`access rights <documents/access-rights>`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:436
|
||
msgid "File digitization with AI"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:438
|
||
msgid "Files available in the Finance folder can be digitized. Select the file, click :guilabel:`Create Vendor Bill`, :guilabel:`Create Customer Invoice`, or :guilabel:`Create Customer Credit Note`, then click :guilabel:`Send for Digitization`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:443
|
||
msgid ":doc:`AI-powered document digitization <../finance/accounting/vendor_bills/invoice_digitization>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:3
|
||
msgid "Knowledge"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:5
|
||
msgid "**Odoo Knowledge** is a multipurpose productivity app that allows internal users to enrich their business knowledge base by providing information gathered individually or collaboratively."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:8
|
||
msgid "The pages on which they gather content are called *articles*. They are mainly composed of a title and a body. The latter is an HTML field containing text, images, links, records from other models, templates, etc."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:13
|
||
msgid "`Knowledge product page <https://www.odoo.com/app/knowledge>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:18
|
||
msgid "Article creation"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:20
|
||
msgid "Knowledge articles can be created from scratch or a pre-configured template. When an article is created under another, the original one is the **parent article**, while the new one is called a **child** or **nested article**, indicating its subordinate position. This structure helps organize content by establishing clear relationships between related articles."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:26
|
||
msgid "To create a nested article, hover over an article in the sidebar tree and click the :icon:`fa-plus` :guilabel:`(plus)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:30
|
||
msgid "From scratch"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:32
|
||
msgid "To create an article from scratch, click :icon:`fa-plus` :guilabel:`New Article` in the top-left corner or hover over the :guilabel:`Private` or :guilabel:`Workspace` category in the sidebar tree, then click the :icon:`fa-plus` :guilabel:`(plus)` icon. Start typing text or select one of the suggested options:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:37
|
||
msgid ":guilabel:`Load a Template`: Select a preconfigured template and click :guilabel:`Load Template`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:38
|
||
msgid ":guilabel:`Build an Item Kanban`: Create items to visualize and manage them in a Kanban view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:39
|
||
msgid ":guilabel:`Build an Item List`: Create a structured list of items to centralize them in a single article."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:41
|
||
msgid ":guilabel:`Build an Item Calendar`: Create a calendar view to manage and track items by date."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:42
|
||
msgid ":guilabel:`Generate an Article with AI`: Generate content based on a prompt."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:45
|
||
msgid "After writing the header, click or hover over :guilabel:`Untitled` in the top bar to automatically name the article after the header. This action does not apply if the article is already titled."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:50
|
||
msgid "From a template"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:52
|
||
msgid "To create an article from a template, follow these steps:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:54
|
||
msgid "Click :icon:`fa-paint-brush` :guilabel:`Browse Templates` at the bottom of the sidebar tree."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:55
|
||
msgid "Select a preferred template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:56
|
||
msgid "Click :guilabel:`Load Template`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:61
|
||
msgid "Article editing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:63
|
||
msgid "To edit an article, select it in the sidebar tree, then edit its content and format it using the :ref:`text editor toolbar <knowledge/articles_editing/text-editor>`, typing :ref:`powerbox commands <knowledge/articles_editing/commands>`, and adding a :ref:`cover picture <knowledge/articles_editing/cover>` with a :ref:`title emoji <knowledge/articles_editing/emoji>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:69
|
||
msgid "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."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:75
|
||
msgid "Text editor toolbar"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:77
|
||
msgid "To edit a word, sentence, or paragraph, select or double-click it to display the text editor toolbar and apply the desired :doc:`formatting options </applications/essentials/html_editor>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:81
|
||
msgid "Click :icon:`fa-commenting-o` :guilabel:`Comment` to add a comment to the selected text."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:86
|
||
msgid "Commands"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:88
|
||
msgid "Type `/` to open the :ref:`powerbox <essentials/html_editor/commands>` and use a command. The following commands are exclusive to the Knowledge app:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:98
|
||
msgid "Command"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:100
|
||
msgid ":guilabel:`Index`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:101
|
||
msgid "Show :ref:`nested articles <knowledge/articles_editing/create-article>`: Display the child pages of the parent article."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:103
|
||
msgid ":guilabel:`Item Kanban`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:104
|
||
msgid "Insert a Kanban view and create :ref:`article items <knowledge/articles_editing/items>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:106
|
||
msgid ":guilabel:`Item Cards`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:107
|
||
msgid "Insert a Card view and create :ref:`article items <knowledge/articles_editing/items>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:108
|
||
msgid ":guilabel:`Item List`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:109
|
||
msgid "Insert a List view and create :ref:`article items <knowledge/articles_editing/items>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:110
|
||
msgid ":guilabel:`Item Calendar`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:111
|
||
msgid "Insert a Calendar view and create :ref:`article items <knowledge/articles_editing/items>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:113
|
||
msgid ":guilabel:`Clipboard`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:114
|
||
msgid "Add a clipboard section to store content and reuse it in other apps."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:115
|
||
msgid ":guilabel:`Foldable Section`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:116
|
||
msgid "Hide the text inside a foldable section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:117
|
||
msgid ":guilabel:`Article`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:118
|
||
msgid "Insert a shortcut to an article."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:123
|
||
msgid "Article items"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:125
|
||
msgid "Article items are active building blocks within an article, allowing the addition, management, and viewing of various organized content and data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:128
|
||
msgid "Article items within a parent article can contain :ref:`properties <knowledge/articles_editing/properties>`, which are shared data fields from the parent, ensuring consistent information across related items and articles."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:135
|
||
msgid "Cover pictures"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:137
|
||
msgid "To add a cover picture, click the :icon:`fa-ellipsis-v` (:guilabel:`More actions`) icon, then :guilabel:`Add Cover`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:140
|
||
msgid "To manage the cover picture, hover the mouse over it and select the preferred option:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:142
|
||
msgid ":guilabel:`Replace Cover`: Search from the :doc:`Unsplash </applications/general/integrations/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."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:146
|
||
msgid ":guilabel:`Reposition`: Adjust the picture, then click :guilabel:`Save Position` or :guilabel:`Cancel`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:148
|
||
msgid ":guilabel:`Remove`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:151
|
||
msgid "After clicking :guilabel:`Add Cover`, a cover picture is automatically attributed to the article based on the title."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:153
|
||
msgid "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."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:159
|
||
msgid "Title emoji"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:161
|
||
msgid "To add a title emoji to the article's name and header:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:163
|
||
msgid "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."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:165
|
||
msgid "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."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:171
|
||
msgid "Views and links from other apps"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:173
|
||
msgid "To insert a view or a view link into an article, follow these steps:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:175
|
||
msgid "Go to the desired app and select the preferred view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:176
|
||
msgid "Click the :icon:`fa-cog` :guilabel:`(cog)` icon, then select :menuselection:`Knowledge --> Insert view in article` or :guilabel:`Insert link in article`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:178
|
||
msgid "Choose the article to insert the view or link to."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:181
|
||
msgid "Once the view or link is inserted:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:183
|
||
msgid "Users without access to the view cannot see it in Knowledge, even if they can access the article."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:185
|
||
msgid "Clicking the inserted link opens a pop-up with the view's name next to the :icon:`fa-clipboard` (:guilabel:`Copy Link`), :icon:`fa-pencil-square-o` (:guilabel:`Edit Link`), and :icon:`fa-chain-broken` (:guilabel:`Remove Link`) icons. Click the name inside the pop-up to open the linked view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:191
|
||
msgid "Article management"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:193
|
||
msgid "Knowledge allows for managing articles, which consists of :ref:`structuring <knowledge/articles_editing/structure>`, :ref:`sharing <knowledge/articles_editing/share>`, :ref:`removing <knowledge/articles_editing/remove>`, and :ref:`retrieving <knowledge/articles_editing/retrieve>` them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:199
|
||
msgid "Basic management"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:201
|
||
msgid "Click the :icon:`fa-ellipsis-v` (:guilabel:`More actions`) icon and select one of the following actions for basic article management:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:204
|
||
msgid ":guilabel:`Move To`: Select the article to move under a category or another article, then click :guilabel:`Move Article`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:206
|
||
msgid ":guilabel:`Lock Content`: Lock the article to stop edits. Click :guilabel:`Unlock` to edit again."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:207
|
||
msgid ":guilabel:`Create a Copy`: Copy the article under the :guilabel:`Private` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:208
|
||
msgid ":guilabel:`Open Version History`: Restore a previous version of the article."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:209
|
||
msgid ":guilabel:`Download PDF`: Open the browser's print function."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:210
|
||
msgid ":guilabel:`Add to Templates`: Add the article to the list of templates."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:211
|
||
msgid ":guilabel:`Send to Trash`: Move the article to the trash."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:214
|
||
msgid "The following actions only apply to :ref:`nested articles <knowledge/articles_editing/create-article>` and :ref:`article items <knowledge/articles_editing/items>`:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:218
|
||
msgid ":guilabel:`Convert into Article Item`: Convert the nested article into an :ref:`article item <knowledge/articles_editing/items>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:220
|
||
msgid ":guilabel:`Convert into Article`: Convert the article item into a :ref:`nested article <knowledge/articles_editing/create-article>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:224
|
||
msgid "Move an article directly from the sidebar tree by dragging and dropping it under another article or category."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:226
|
||
msgid "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 <knowledge/articles_editing/visibility>`. Alternatively, hover over the :guilabel:`Workspace` category and click the :icon:`fa-eye` (:guilabel:`eye`) icon to find hidden articles."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:235
|
||
msgid "Structuring"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:238
|
||
msgid "Sidebar structure"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:240
|
||
msgid "The sidebar structure follows a hierarchy with parent and nested articles organized within the following categories:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:243
|
||
msgid "The :guilabel:`Favorites` category displays all articles marked as favorites."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:244
|
||
msgid "The :guilabel:`Workspace` category displays articles accessible to all internal users."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:245
|
||
msgid "The :guilabel:`Shared` category displays articles shared with specific users."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:246
|
||
msgid "The :guilabel:`Private` category displays personal articles."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:249
|
||
msgid "To mark an article as a favorite and display the :guilabel:`Favorites` category, click the :icon:`fa-star-o` (:guilabel:`star`) icon in the top-right menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:253
|
||
msgid "Article structure"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:255
|
||
msgid "Nested articles inherit their parent's :ref:`access rights <knowledge/articles_editing/rights>`, and :ref:`properties <knowledge/articles_editing/properties>` are applied to a group of nested articles under the same parent."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:262
|
||
msgid "Sharing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:264
|
||
msgid "Sharing an article involves configuring :ref:`access rights <knowledge/articles_editing/rights>`, inviting :ref:`users <knowledge/articles_editing/invite>`, providing :ref:`online access <knowledge/articles_editing/share-online>`, and determining its visibility in the :ref:`sidebar tree <knowledge/articles_editing/structure>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:269
|
||
msgid "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**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:273
|
||
msgid "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."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:280
|
||
msgid "Configure access rights"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:282
|
||
msgid "Click :guilabel:`Share` in the top-right menu to configure access rights."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:285
|
||
msgid "General access"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:294
|
||
#: ../../content/applications/productivity/knowledge.rst:316
|
||
msgid "Setting"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:296
|
||
msgid ":guilabel:`Can Edit`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:297
|
||
msgid "Allow all internal users to edit the article."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:298
|
||
msgid ":guilabel:`Can Read`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:299
|
||
msgid "Allow all internal users to read the article only."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:300
|
||
#: ../../content/applications/productivity/knowledge.rst:320
|
||
msgid ":guilabel:`Members only`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:301
|
||
msgid "Allow only members to access the article from the sidebar tree or by searching for it in the command palette."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:307
|
||
msgid "Show in workspace"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:318
|
||
msgid ":guilabel:`Everyone`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:319
|
||
msgid "The article is visible in the sidebar tree to all internal users."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:321
|
||
msgid "The article is only visible in the sidebar tree to :ref:`members <knowledge/articles_editing/invite>`, while other users can find it using the hidden article search by pressing `CTRL` / `CMD` + `K` and typing `$`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:326
|
||
msgid "The :guilabel:`Default Access Rights` apply to all internal users except invited users; specific access rights override default access rights."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:328
|
||
msgid "Selecting `Can edit` or `Can read` in the :guilabel:`Default Access Rights` moves the article to the :guilabel:`Workspace` category while selecting `No access` moves it to the :guilabel:`Private` category if it is not shared with an invited user."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:331
|
||
msgid "The :guilabel:`Visibility` setting only applies to :guilabel:`Workspace` articles."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:336
|
||
msgid "Invite specific users"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:338
|
||
msgid "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:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:341
|
||
msgid "Click :guilabel:`Share` in the top-right menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:342
|
||
#: ../../content/applications/productivity/knowledge.rst:344
|
||
msgid "Click :guilabel:`Invite`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:343
|
||
msgid "Select the preferred :guilabel:`Permission` and add users in the :guilabel:`Recipients` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:349
|
||
msgid "Generate article URL"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:351
|
||
msgid "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."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:355
|
||
msgid "If an article contains :ref:`inserted views <knowledge/articles_editing/views>`, users with the URL do not see them unless they can access the inserted content."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:357
|
||
msgid "Having the Website app is necessary to share an article's URL."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:362
|
||
msgid "Removal"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:364
|
||
msgid "Removing an article involves deleting or archiving it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:367
|
||
msgid "Delete an article"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:369
|
||
msgid "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."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:374
|
||
msgid "To permanently delete an article, click :guilabel:`Articles` in the top-left menu, select an article, and click :menuselection:`Actions --> Delete --> Delete`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:378
|
||
msgid "To restore a trashed article, click :guilabel:`Open the Trash` at the bottom of the sidebar tree, select an article, and click :guilabel:`Restore`. Alternatively, click :guilabel:`Articles` in the top-left menu. In the search bar, click :menuselection:`Filters --> Trashed`. Click the article, then :guilabel:`Restore`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:384
|
||
msgid "Archive an article"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:386
|
||
msgid "Click :guilabel:`Articles`, select an article, and click :menuselection:`Actions --> Archive --> Archive`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:390
|
||
msgid "To restore an archived article, click :guilabel:`Articles`. In the search bar, click :menuselection:`Filters --> Archived`. Select the article and go to :menuselection:`Actions --> Unarchive`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:397
|
||
msgid "Retrieval"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:399
|
||
msgid "Retrieving Knowledge articles consists of accessing them from Odoo apps or restoring previous versions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:403
|
||
msgid "Access articles from Odoo apps"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:405
|
||
msgid "Knowledge articles are accessible from the :ref:`form view <studio/views/general/form>` of various apps. Click the :icon:`fa-bookmark` :guilabel:`(Knowledge)` icon in the top right corner to open the command palette, then choose one of the following search methods:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:409
|
||
msgid ":guilabel:`Search for an article`: start typing the text to execute a semantic search that identifies relevant article information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:411
|
||
msgid ":guilabel:`Advanced Search`: after typing the text in the search bar, click :guilabel:`Advanced Search` to perform a parametric search with options to filter, group, or save articles."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:415
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:179
|
||
msgid "Version history"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:417
|
||
msgid "To retrieve a previous version of an article, select it in the sidebar tree and click the :icon:`fa-ellipsis-v` (:guilabel:`More actions`) icon, then :guilabel:`Open Version History`. Select a version and click :guilabel:`Restore history`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:422
|
||
msgid "In the version history, the :guilabel:`Content` tab shows the selected version, while the :guilabel:`Comparison` tab displays the differences between the article's previous and current versions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:429
|
||
msgid "Properties"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:431
|
||
msgid "Properties are custom fields for storing and managing information that members can add to :ref:`nested articles <knowledge/articles_editing/create-article>` or :ref:`article items <knowledge/articles_editing/items>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:435
|
||
msgid "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`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:440
|
||
msgid ":doc:`/applications/essentials/property_fields`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:443
|
||
msgid "Click outside the property field window to save a property."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:444
|
||
msgid "To remove a property, hover over its name, click the :icon:`fa-pencil` (:guilabel:`pencil`) icon, then click :menuselection:`Delete --> Delete`. Deleting a property is permanent, and deleting all properties removes the property sidebar panel."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:449
|
||
msgid "Hover over the property name and click the :icon:`fa-pencil` (:guilabel:`pencil`) icon to edit it or the :icon:`oi-draggable` (:guilabel:`drag handle`) icon to move it above or below another property."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:452
|
||
msgid "Tick :guilabel:`Display in Cards` to show the properties in an :ref:`article item's view <knowledge/articles_editing/items>` that is visible from a parent article."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:454
|
||
msgid "Click the :icon:`fa-cogs` (:guilabel:`cogs`) icon to hide the property sidebar panel. Exiting and returning to the article causes the panel to reappear."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:3
|
||
msgid "Sign"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:5
|
||
msgid "**Odoo Sign** allows you to send, sign, and approve documents online, using electronic signatures."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:7
|
||
msgid "An **electronic signature** shows a person's agreement to the content of a document. Just like a handwritten signature, the electronic one represents a legal bounding by the terms of the signed document."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:11
|
||
msgid "With Sign, you can upload any PDF file and add fields to it. These fields can be automatically filled in with the user's details present in your database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:15
|
||
msgid "`Odoo Sign: product page <https://www.odoo.com/app/sign>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:16
|
||
msgid "`Odoo Tutorials: Sign [video] <https://www.odoo.com/slides/sign-61>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:19
|
||
msgid "Validity of electronic signatures"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:21
|
||
msgid "Documents signed via the Sign app are valid electronic signatures in the European Union and the United States of America. They also meet the requirements for electronic signatures in most countries. The legal validity of electronic signatures generated by Odoo depends on your country's legislation. Companies doing business abroad should also consider other countries' electronic signature laws."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:28
|
||
msgid "The below information has no legal value; it is only provided for general informational purposes. As laws governing electronic signatures rapidly evolve, we cannot guarantee that all information is up-to-date. We advise contacting a local attorney for legal advice regarding electronic signature compliance and validity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:34
|
||
msgid "European Union"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:36
|
||
msgid "The `eIDAS regulation <http://data.europa.eu/eli/reg/2014/910/oj>`_ establishes the framework for electronic signatures in the `27 member states of the European Union <https://europa.eu/european-union/about-eu/countries_en>`_. It distinguishes three types of electronic signatures:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:41
|
||
msgid "Simple electronic signatures"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:42
|
||
msgid "Advanced electronic signatures"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:43
|
||
msgid "Qualified electronic signatures"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:45
|
||
msgid "Odoo generates the first type, **simple electronic signatures**; these signatures are legally valid in the EU, as stated in the eIDAS regulation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:48
|
||
msgid "Electronic signatures may not be automatically recognized as valid. You may need to bring supporting evidence of a signature's validity. While the Sign app provides a simple electronic signature, some supporting evidence is automatically collected during the signature process, such as:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:53
|
||
msgid "Email and SMS validation (if enabled)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:54
|
||
msgid "Strong identity proof through itsme® (available in Belgium and the Netherlands)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:55
|
||
msgid "Timestamped, IP and geographically traceable access logs to the documents and their associated signatures"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:57
|
||
msgid "Document traceability and inalterability (any alteration made to a signed document is detected by Odoo with the use of cryptographic proofs)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:61
|
||
msgid ":doc:`Documentation for Germany <sign/germany>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:64
|
||
msgid "United States of America"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:66
|
||
msgid "The `ESIGN Act (Electronic Signatures in Global and National Commerce Act) <https://www.fdic.gov/regulations/compliance/manual/10/X-3.1.pdf>`_, at the interstate and international levels, and the `UETA (Uniform Electronic Transactions Act) <https://www.uniformlaws.org/committees/community-home/librarydocuments?communitykey=2c04b76c-2b7d-4399-977e-d5876ba7e034&tab=librarydocuments>`_, at the state level, provide the legal framework for electronic signatures. Note that `Illinois <https://www.ilga.gov/legislation/ilcs/ilcs5.asp?ActID=89&>`_ and `New York <https://its.ny.gov/electronic-signatures-and-records-act-esra>`_ have not adopted the UETA, but similar acts instead."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:75
|
||
msgid "Overall, to be recognized as valid, electronic signatures have to meet five criteria:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:77
|
||
msgid "The signer must show a clear **intent to sign**. For example, using a mouse to draw a signature can show intent. The signer must also have the option to opt out of the electronic document."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:79
|
||
msgid "The signer must first express or imply their **consent to conduct business electronically**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:80
|
||
msgid "**The signature must be clearly attributed**. In Odoo, metadata, such as the signer's IP address, is added to the signature, which can be used as supporting evidence."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:82
|
||
msgid "**The signature must be associated with the signed document**, for example, by keeping a record detailing how the signature was captured."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:84
|
||
msgid "Electronically signed documents need to be **retained and stored** by all parties involved; for example, by providing the signer either a fully-executed copy or the possibility to download a copy."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:89
|
||
msgid "Other countries"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:91
|
||
msgid ":doc:`Algeria <sign/algeria>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:92
|
||
msgid ":doc:`Angola <sign/angola>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:93
|
||
msgid ":doc:`Argentina <sign/argentina>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:94
|
||
msgid ":doc:`Australia <sign/australia>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:95
|
||
msgid ":doc:`Azerbaijan <sign/azerbaijan>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:96
|
||
msgid ":doc:`Bangladesh <sign/bangladesh>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:97
|
||
msgid ":doc:`Brazil <sign/brazil>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:98
|
||
msgid ":doc:`Canada <sign/canada>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:99
|
||
msgid ":doc:`Chile <sign/chile>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:100
|
||
msgid ":doc:`China <sign/china>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:101
|
||
msgid ":doc:`Colombia <sign/colombia>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:102
|
||
msgid ":doc:`Dominican Republic <sign/dominican_republic>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:103
|
||
msgid ":doc:`Ecuador <sign/ecuador>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:104
|
||
msgid ":doc:`Egypt <sign/egypt>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:105
|
||
msgid ":doc:`Ethiopia <sign/ethiopia>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:106
|
||
msgid ":doc:`Guatemala <sign/guatemala>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:107
|
||
msgid ":doc:`Hong Kong <sign/hong_kong>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:108
|
||
msgid ":doc:`India <sign/india>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:109
|
||
msgid ":doc:`Indonesia <sign/indonesia>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:110
|
||
msgid ":doc:`Iran <sign/iran>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:111
|
||
msgid ":doc:`Iraq <sign/iraq>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:112
|
||
msgid ":doc:`Israel <sign/israel>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:113
|
||
msgid ":doc:`Japan <sign/japan>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:114
|
||
msgid ":doc:`Kazakhstan <sign/kazakhstan>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:115
|
||
msgid ":doc:`Kenya <sign/kenya>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:116
|
||
msgid ":doc:`Kuwait <sign/kuwait>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:117
|
||
msgid ":doc:`Malaysia <sign/malaysia>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:118
|
||
msgid ":doc:`Mexico <sign/mexico>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:119
|
||
msgid ":doc:`Morocco <sign/morocco>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:120
|
||
msgid ":doc:`New Zealand <sign/new_zealand>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:121
|
||
msgid ":doc:`Nigeria <sign/nigeria>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:122
|
||
msgid ":doc:`Norway <sign/norway>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:123
|
||
msgid ":doc:`Oman <sign/oman>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:124
|
||
msgid ":doc:`Pakistan <sign/pakistan>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:125
|
||
msgid ":doc:`Peru <sign/peru>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:126
|
||
msgid ":doc:`Philippines <sign/philippines>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:127
|
||
msgid ":doc:`Qatar <sign/qatar>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:128
|
||
msgid ":doc:`Russia <sign/russia>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:129
|
||
msgid ":doc:`Saudi Arabia <sign/saudi_arabia>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:130
|
||
msgid ":doc:`Singapore <sign/singapore>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:131
|
||
msgid ":doc:`South Africa <sign/south_africa>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:132
|
||
msgid ":doc:`South Korea <sign/south_korea>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:133
|
||
msgid ":doc:`Switzerland <sign/switzerland>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:134
|
||
msgid ":doc:`Thailand <sign/thailand>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:135
|
||
msgid ":doc:`Turkey <sign/turkey>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:136
|
||
msgid ":doc:`Ukraine <sign/ukraine>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:137
|
||
msgid ":doc:`United Arab Emirates <sign/united_arab_emirates>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:138
|
||
msgid ":doc:`United Kingdom <sign/united_kingdom>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:139
|
||
msgid ":doc:`Uzbekistan <sign/uzbekistan>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:140
|
||
msgid ":doc:`Vietnam <sign/vietnam>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:143
|
||
msgid "Send a document to sign"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:146
|
||
msgid "One-time signature"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:148
|
||
msgid "You can click :guilabel:`Upload a PDF to sign` from your dashboard for a one-time signature. Select your document, open it, and drag and drop the required :ref:`fields <sign/fields>` in your document. You can modify the :ref:`role <sign/role>` assigned to a field by clicking on it and selecting the one you want."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:153
|
||
msgid "When ready, click :guilabel:`Send`, and fill in the required fields. Once sent, your document remains available. Go to :menuselection:`Documents --> All Documents` to see your document and the status of the signatures."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:-1
|
||
msgid "Signature status"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:161
|
||
msgid "Validity dates and reminders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:163
|
||
msgid "You can set **validity dates** on limited-duration agreement documents or send **automatic email reminders** to obtain signatures on time. From your dashboard, click :guilabel:`Send` on your document. On the new page, go to the :guilabel:`Options` section, fill in the :guilabel:`Valid Until` field, toggle the :guilabel:`Reminder` switch, and click the value to edit the default number of days between reminders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:-1
|
||
msgid "Set the number of days between reminders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:173
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:40
|
||
msgid "Templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:175
|
||
msgid "You can create document templates when you have to send the same document several times. From your dashboard, click :guilabel:`Upload a PDF template`. Select the document and add the required :ref:`fields <sign/fields>`. You can modify the :ref:`role <sign/role>` of a field by clicking on it and selecting the one you want."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:180
|
||
msgid "Click :guilabel:`Template Properties` to add :guilabel:`Tags` to your template, define a :guilabel:`Signed Document Workspace`, add :guilabel:`Signed Document Tags`, set a :guilabel:`Redirect Link` that will be available in the signature confirmation message received after the signature, or define :guilabel:`Authorized Users` if you want to restrict the use of your template to specific authorized users or groups."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:186
|
||
msgid "Your templates are visible by default on your dashboard. You can click :guilabel:`Send` to quickly send a document template to a signer or :guilabel:`Sign Now` if you are ready to sign your document immediately."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:191
|
||
msgid "You can **create a template from a document that was previously sent**. To do so, go to :menuselection:`Documents --> All Documents`. On the document you want to retrieve, click on the the vertical ellipsis (:guilabel:`⋮`), then :guilabel:`Template`. Click on the vertical ellipsis (:guilabel:`⋮`) again, then :guilabel:`Restore`. Your document now appears on your dashboard next to your other templates."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:200
|
||
msgid "Roles"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:202
|
||
msgid "Each field in a Sign document is related to a role corresponding to a specific person. When a document is being signed, the person assigned to the role must fill in their assigned fields and sign it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:206
|
||
msgid "Roles are available by going to :menuselection:`Sign --> Configuration --> Roles`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:208
|
||
msgid "It is possible to update existing roles or to create new roles by clicking on :guilabel:`New`. Choose a :guilabel:`Role Name`, add an :guilabel:`Extra Authentication Step` to confirm the identity of the signing person, and if the document can be reassigned to another contact, select :guilabel:`Change Authorized` for the role. A :guilabel:`Color` can also be chosen for the role. This color can help understand which roles are responsible for which field when configuring a template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:216
|
||
msgid "Secured identification"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:218
|
||
msgid "As the owner of a document, you may request an :guilabel:`Extra Authentication Step` through :ref:`SMS verification <sign/sms>` or via :ref:`Itsme® <sign/itsme>` (available in Belgium and the Netherlands). Both authentication options require :ref:`credits <iap/buying_credits>`. If you do not have any credits left, the authentication steps will be skipped."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:224
|
||
msgid ":doc:`In-App Purchase (IAP) <../essentials/in_app_purchase>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:225
|
||
msgid ":doc:`SMS pricing and FAQ <../marketing/sms_marketing/pricing_and_faq>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:230
|
||
msgid "SMS verification"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:232
|
||
msgid "Go to :menuselection:`Sign --> Configuration --> Roles`. Click in the :guilabel:`Extra Authentication Step` column for the role, and select :guilabel:`Unique Code Via SMS`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:236
|
||
msgid "Before being able to send SMS Text Messages, you need to register your phone number. To do so, go to :menuselection:`Sign --> Configuration --> Settings` and click :guilabel:`Buy credits` under :guilabel:`Authenticate by SMS`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:240
|
||
msgid "Go to the document to sign, add the field for which the SMS verification is required, for example, the :guilabel:`Signature` field, and click :guilabel:`Send`. On the new page, select the :guilabel:`customer` and click :guilabel:`Send`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:244
|
||
msgid "The person signing the document fills in the :guilabel:`Signature` field, then :guilabel:`Sign`, and clicks :guilabel:`Validate & Send Completed Document`. A :guilabel:`Final Validation` page pops up where to add their phone number. One-time codes are sent by SMS."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:-1
|
||
msgid "Add a hash to your document"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:252
|
||
msgid "This feature is enabled by default."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:253
|
||
msgid "As soon as the :guilabel:`Extra Authentication Step` applies to a role, this validation step is requested for any field assigned to this role."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:259
|
||
msgid "Itsme®"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:261
|
||
msgid "Itsme® authentication can be used to allow signatories to provide their identity using itsme®. This feature is only available in **Belgium** and the **Netherlands**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:264
|
||
msgid "The feature can be enabled in :guilabel:`Sign Settings` and applies automatically to the :guilabel:`Customer (identified with itsme®)` role. To enable it for other roles, go to :menuselection:`Sign --> Configuration --> Roles`. Click in the :guilabel:`Extra Authentication Step` column for the role, and select :guilabel:`Via itsme®`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:269
|
||
msgid "Go to the document that needs to be signed and add the :guilabel:`Signature` field. Switch to any role configured to use the feature, and click :guilabel:`Validate` and :guilabel:`Send`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:-1
|
||
msgid "select customer identified with itsme®"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:275
|
||
msgid "Upon signing the document, the signer completes the :guilabel:`Signature` field and proceeds by clicking on :guilabel:`Validate & Send Completed Document`, triggering a :guilabel:`Final verification` page where authentication via itsme® is required."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:282
|
||
msgid "Aadhaar eSign"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:284
|
||
msgid "Aadhaar eSign allows signers in India to digitally sign documents using their Aadhaar number and :abbr:`OTP (One Time Password)` verification. This provides a secure and legally valid way to complete signatures directly within Odoo Sign."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:288
|
||
msgid "To enable Aadhar eSign, go to :menuselection:`Sign --> Configuration --> Settings` and enable :guilabel:`Sign with Aadhar eSign`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:291
|
||
msgid "To request signer authentication through Aadhaar eSign:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:293
|
||
msgid "Upload or edit an existing PDF."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:294
|
||
msgid "On the left panel, click the :icon:`fa-ellipsis-vertical` :guilabel:`(vertical ellipsis)` icon next to the signer that should authenticate with Aadhaar eSign and click :icon:`fa-pencil-square-o` :guilabel:`Edit`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:297
|
||
msgid "In the pop-up, select :guilabel:`Via Aadhaar eSign` under :guilabel:`Authentication` and click :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:300
|
||
msgid "Upon signing the document, an extra :guilabel:`Final verification` page will be displayed where authentication via Aadhaar is required."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:304
|
||
msgid "The digital certification from eMudhra is available in the downloaded document."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:307
|
||
msgid "Signatory hash"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:309
|
||
msgid "Each time someone signs a document, a **hash** - a unique digital signature of the operation - is generated to ensure traceability, integrity, and inalterability. This process guarantees that any changes made after a signature is affixed can be easily detected, maintaining the document's authenticity and security throughout its lifecycle."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:314
|
||
msgid "A visual security frame displaying the beginning of the hash is added to the signatures. Internal users can hide or show it by turning the :guilabel:`Frame` option on or off when signing the document."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:-1
|
||
msgid "Adding the visual security frame to a signature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:326
|
||
msgid "Tags can be used to categorize and organize documents, allowing users to quickly search for and filter documents based on specific criteria."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:329
|
||
msgid "You can manage tags by going to :menuselection:`Configuration --> Tags`. To create a tag, click :guilabel:`New`. On the new line, add the :guilabel:`Tag Name` and select a :guilabel:`Color Index` for your tag."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:333
|
||
msgid "To apply a tag to a document, use the dropdown list available in your document."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:336
|
||
msgid "You can modify the tags of a signed document by going to :menuselection:`Documents --> All Documents`, clicking the vertical ellipsis (:guilabel:`⋮`) on your document, then :guilabel:`Details`, and modifying your :guilabel:`Tags`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:341
|
||
msgid "Sign order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:343
|
||
msgid "When a document needs to be signed by different parties, the signing order lets you control the order in which your recipients receive it for signature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:346
|
||
msgid "After uploading a PDF with at least two signature fields with two different roles and clicking :guilabel:`Send`, toggle the :guilabel:`Specify Signing Order` switch and search for the signer's name or email information to add them. You can decide on the signing order by typing **1** or **2** in the first column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:-1
|
||
msgid "Toggle the switch to specify the signing order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:354
|
||
msgid "Each recipient receives the signature request notification only once the previous recipient has completed their action."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:360
|
||
msgid "Field types"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:362
|
||
msgid "Fields are used in a document to indicate what information must be completed by the signers. You can add fields to your document simply by dragging and dropping them for the left column into your document."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:366
|
||
msgid "Various field types can be used to sign documents (placeholder, autocompletion, etc.). By configuring your own field types, also known as signature item types, the signing process can be even faster for your customers, partners, and employees."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:370
|
||
msgid "To create and edit field types, go to :menuselection:`Sign --> Configuration --> Settings --> Edit field types`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:373
|
||
msgid "You can select an existing field by clicking on it, or you can :guilabel:`Create` a new one. First, edit the :guilabel:`Field Name`. Then, select a :guilabel:`Field Type`:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:376
|
||
msgid ":guilabel:`Signature`: users are asked to enter their signature either by drawing it, generating an automatic one based on their name, or uploading a local file (usually an image). Each subsequent :guilabel:`Signature` field type then reuses the data entered in the first field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:379
|
||
msgid ":guilabel:`Initial`: users are asked to enter their initials, in a similar way to the :guilabel:`Signature` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:381
|
||
msgid ":guilabel:`Text`: users enter text on a single line."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:382
|
||
msgid ":guilabel:`Multiline Text`: users enter text on multiple lines."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:383
|
||
msgid ":guilabel:`Checkbox`: users can tick a box (e.g., to mark their approval or consent)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:384
|
||
msgid ":guilabel:`Selection`: users choose a single option from a variety of options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:386
|
||
msgid "The :guilabel:`Auto-fill Partner Field` setting is used to automatically fill in a field during the signature process. It uses the value of one of the fields on the contact (`res.partner`) model of the person signing the document. To do so, enter the contact model field's technical name."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:391
|
||
msgid "To know the technical name of a field, enable developer mode and hover your mouse on the question mark next to the field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:395
|
||
msgid "Auto-completed values are suggestions and can be modified as required by the person signing the document."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:398
|
||
msgid "The size of the fields can also be changed by editing the :guilabel:`Default Width` and :guilabel:`Default Height`. Both sizes are defined as a percentage of the full page expressed as a decimal, with 1 equalling the full page's width or height. By default, the width of new fields you create is set to 15% (0.150) of a full page's width, while their height is set to 1.5% (0.015) of a full page's height."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:404
|
||
msgid "Next, write a :guilabel:`Tip`. Tips are displayed inside arrows on the left-hand side of the user's screen during the signing process to help them understand what the step entails (e.g., \"Sign here\" or “Fill in your birthdate”). You can also use a :guilabel:`Placeholder` text to be displayed inside the field before it is completed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:-1
|
||
msgid "Tip and placeholder example in Odoo Sign"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/algeria.rst:5
|
||
msgid "Odoo Sign legality in Algeria"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/algeria.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Algeria."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/algeria.rst:11
|
||
msgid "Legal framework for electronic signatures in Algeria"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/algeria.rst:13
|
||
msgid "In Algeria, electronic signatures are regulated under the `Civil Code <https://www.wipo.int/wipolex/en/legislation/details/14774>`_ and the Law 15 04 of Electronic Signature. The law establishes the legal basis for acknowledging electronic records, contracts, and digital signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/algeria.rst:18
|
||
#: ../../content/applications/productivity/sign/angola.rst:17
|
||
#: ../../content/applications/productivity/sign/argentina.rst:19
|
||
#: ../../content/applications/productivity/sign/australia.rst:19
|
||
#: ../../content/applications/productivity/sign/azerbaijan.rst:18
|
||
#: ../../content/applications/productivity/sign/bangladesh.rst:18
|
||
#: ../../content/applications/productivity/sign/brazil.rst:18
|
||
#: ../../content/applications/productivity/sign/canada.rst:18
|
||
#: ../../content/applications/productivity/sign/chile.rst:21
|
||
#: ../../content/applications/productivity/sign/china.rst:17
|
||
#: ../../content/applications/productivity/sign/colombia.rst:17
|
||
#: ../../content/applications/productivity/sign/dominican_republic.rst:18
|
||
#: ../../content/applications/productivity/sign/ecuador.rst:18
|
||
#: ../../content/applications/productivity/sign/egypt.rst:17
|
||
#: ../../content/applications/productivity/sign/ethiopia.rst:17
|
||
#: ../../content/applications/productivity/sign/germany.rst:19
|
||
#: ../../content/applications/productivity/sign/guatemala.rst:17
|
||
#: ../../content/applications/productivity/sign/hong_kong.rst:17
|
||
#: ../../content/applications/productivity/sign/india.rst:20
|
||
#: ../../content/applications/productivity/sign/indonesia.rst:21
|
||
#: ../../content/applications/productivity/sign/iran.rst:18
|
||
#: ../../content/applications/productivity/sign/iraq.rst:18
|
||
#: ../../content/applications/productivity/sign/israel.rst:17
|
||
#: ../../content/applications/productivity/sign/japan.rst:18
|
||
#: ../../content/applications/productivity/sign/kazakhstan.rst:19
|
||
#: ../../content/applications/productivity/sign/kenya.rst:17
|
||
#: ../../content/applications/productivity/sign/kuwait.rst:18
|
||
#: ../../content/applications/productivity/sign/malaysia.rst:18
|
||
#: ../../content/applications/productivity/sign/mexico.rst:19
|
||
#: ../../content/applications/productivity/sign/morocco.rst:18
|
||
#: ../../content/applications/productivity/sign/new_zealand.rst:18
|
||
#: ../../content/applications/productivity/sign/nigeria.rst:18
|
||
#: ../../content/applications/productivity/sign/norway.rst:19
|
||
#: ../../content/applications/productivity/sign/oman.rst:17
|
||
#: ../../content/applications/productivity/sign/pakistan.rst:17
|
||
#: ../../content/applications/productivity/sign/peru.rst:19
|
||
#: ../../content/applications/productivity/sign/philippines.rst:18
|
||
#: ../../content/applications/productivity/sign/qatar.rst:18
|
||
#: ../../content/applications/productivity/sign/russia.rst:20
|
||
#: ../../content/applications/productivity/sign/saudi_arabia.rst:17
|
||
#: ../../content/applications/productivity/sign/singapore.rst:17
|
||
#: ../../content/applications/productivity/sign/south_africa.rst:18
|
||
#: ../../content/applications/productivity/sign/south_korea.rst:18
|
||
#: ../../content/applications/productivity/sign/switzerland.rst:18
|
||
#: ../../content/applications/productivity/sign/thailand.rst:17
|
||
#: ../../content/applications/productivity/sign/turkey.rst:19
|
||
#: ../../content/applications/productivity/sign/ukraine.rst:17
|
||
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:20
|
||
#: ../../content/applications/productivity/sign/united_kingdom.rst:22
|
||
#: ../../content/applications/productivity/sign/uzbekistan.rst:18
|
||
#: ../../content/applications/productivity/sign/vietnam.rst:19
|
||
msgid "**Legal recognition**: electronic signatures are legally equivalent to handwritten signatures if they meet certain criteria."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/algeria.rst:20
|
||
#: ../../content/applications/productivity/sign/angola.rst:19
|
||
#: ../../content/applications/productivity/sign/argentina.rst:21
|
||
#: ../../content/applications/productivity/sign/australia.rst:21
|
||
#: ../../content/applications/productivity/sign/azerbaijan.rst:20
|
||
#: ../../content/applications/productivity/sign/bangladesh.rst:20
|
||
#: ../../content/applications/productivity/sign/brazil.rst:20
|
||
#: ../../content/applications/productivity/sign/canada.rst:20
|
||
#: ../../content/applications/productivity/sign/chile.rst:23
|
||
#: ../../content/applications/productivity/sign/china.rst:19
|
||
#: ../../content/applications/productivity/sign/colombia.rst:19
|
||
#: ../../content/applications/productivity/sign/dominican_republic.rst:20
|
||
#: ../../content/applications/productivity/sign/ecuador.rst:20
|
||
#: ../../content/applications/productivity/sign/egypt.rst:19
|
||
#: ../../content/applications/productivity/sign/ethiopia.rst:19
|
||
#: ../../content/applications/productivity/sign/germany.rst:21
|
||
#: ../../content/applications/productivity/sign/guatemala.rst:19
|
||
#: ../../content/applications/productivity/sign/hong_kong.rst:19
|
||
#: ../../content/applications/productivity/sign/india.rst:22
|
||
#: ../../content/applications/productivity/sign/indonesia.rst:23
|
||
#: ../../content/applications/productivity/sign/iran.rst:20
|
||
#: ../../content/applications/productivity/sign/iraq.rst:20
|
||
#: ../../content/applications/productivity/sign/israel.rst:19
|
||
#: ../../content/applications/productivity/sign/japan.rst:20
|
||
#: ../../content/applications/productivity/sign/kazakhstan.rst:21
|
||
#: ../../content/applications/productivity/sign/kenya.rst:19
|
||
#: ../../content/applications/productivity/sign/kuwait.rst:20
|
||
#: ../../content/applications/productivity/sign/malaysia.rst:20
|
||
#: ../../content/applications/productivity/sign/mexico.rst:21
|
||
#: ../../content/applications/productivity/sign/morocco.rst:20
|
||
#: ../../content/applications/productivity/sign/new_zealand.rst:20
|
||
#: ../../content/applications/productivity/sign/nigeria.rst:20
|
||
#: ../../content/applications/productivity/sign/norway.rst:21
|
||
#: ../../content/applications/productivity/sign/oman.rst:19
|
||
#: ../../content/applications/productivity/sign/pakistan.rst:19
|
||
#: ../../content/applications/productivity/sign/peru.rst:21
|
||
#: ../../content/applications/productivity/sign/philippines.rst:20
|
||
#: ../../content/applications/productivity/sign/qatar.rst:20
|
||
#: ../../content/applications/productivity/sign/russia.rst:22
|
||
#: ../../content/applications/productivity/sign/saudi_arabia.rst:19
|
||
#: ../../content/applications/productivity/sign/singapore.rst:19
|
||
#: ../../content/applications/productivity/sign/south_africa.rst:20
|
||
#: ../../content/applications/productivity/sign/south_korea.rst:20
|
||
#: ../../content/applications/productivity/sign/switzerland.rst:20
|
||
#: ../../content/applications/productivity/sign/thailand.rst:19
|
||
#: ../../content/applications/productivity/sign/turkey.rst:21
|
||
#: ../../content/applications/productivity/sign/ukraine.rst:19
|
||
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:22
|
||
#: ../../content/applications/productivity/sign/united_kingdom.rst:24
|
||
#: ../../content/applications/productivity/sign/uzbekistan.rst:20
|
||
#: ../../content/applications/productivity/sign/vietnam.rst:21
|
||
msgid "**Reliability and security**: electronic signatures must be created with a secure method that can reliably identify the signatory and ensure the integrity of the signed document."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/algeria.rst:22
|
||
#: ../../content/applications/productivity/sign/ecuador.rst:22
|
||
#: ../../content/applications/productivity/sign/kazakhstan.rst:23
|
||
#: ../../content/applications/productivity/sign/ukraine.rst:21
|
||
msgid "**Qualified electronic signature**: digital signature generated using a digital certificate supplied by a qualified provider."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/algeria.rst:26
|
||
msgid "How Odoo Sign complies with Algerian regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/algeria.rst:28
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Algeria by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/algeria.rst:31
|
||
#: ../../content/applications/productivity/sign/angola.rst:33
|
||
#: ../../content/applications/productivity/sign/argentina.rst:32
|
||
#: ../../content/applications/productivity/sign/australia.rst:30
|
||
#: ../../content/applications/productivity/sign/azerbaijan.rst:31
|
||
#: ../../content/applications/productivity/sign/bangladesh.rst:31
|
||
#: ../../content/applications/productivity/sign/brazil.rst:35
|
||
#: ../../content/applications/productivity/sign/canada.rst:33
|
||
#: ../../content/applications/productivity/sign/chile.rst:34
|
||
#: ../../content/applications/productivity/sign/china.rst:30
|
||
#: ../../content/applications/productivity/sign/colombia.rst:33
|
||
#: ../../content/applications/productivity/sign/dominican_republic.rst:31
|
||
#: ../../content/applications/productivity/sign/ecuador.rst:31
|
||
#: ../../content/applications/productivity/sign/egypt.rst:30
|
||
#: ../../content/applications/productivity/sign/ethiopia.rst:30
|
||
#: ../../content/applications/productivity/sign/germany.rst:32
|
||
#: ../../content/applications/productivity/sign/guatemala.rst:30
|
||
#: ../../content/applications/productivity/sign/hong_kong.rst:30
|
||
#: ../../content/applications/productivity/sign/india.rst:34
|
||
#: ../../content/applications/productivity/sign/indonesia.rst:36
|
||
#: ../../content/applications/productivity/sign/iran.rst:29
|
||
#: ../../content/applications/productivity/sign/iraq.rst:34
|
||
#: ../../content/applications/productivity/sign/israel.rst:30
|
||
#: ../../content/applications/productivity/sign/japan.rst:31
|
||
#: ../../content/applications/productivity/sign/kazakhstan.rst:32
|
||
#: ../../content/applications/productivity/sign/kenya.rst:30
|
||
#: ../../content/applications/productivity/sign/kuwait.rst:29
|
||
#: ../../content/applications/productivity/sign/malaysia.rst:32
|
||
#: ../../content/applications/productivity/sign/mexico.rst:33
|
||
#: ../../content/applications/productivity/sign/morocco.rst:31
|
||
#: ../../content/applications/productivity/sign/new_zealand.rst:31
|
||
#: ../../content/applications/productivity/sign/nigeria.rst:29
|
||
#: ../../content/applications/productivity/sign/norway.rst:32
|
||
#: ../../content/applications/productivity/sign/oman.rst:30
|
||
#: ../../content/applications/productivity/sign/pakistan.rst:31
|
||
#: ../../content/applications/productivity/sign/peru.rst:33
|
||
#: ../../content/applications/productivity/sign/philippines.rst:33
|
||
#: ../../content/applications/productivity/sign/qatar.rst:31
|
||
#: ../../content/applications/productivity/sign/russia.rst:35
|
||
#: ../../content/applications/productivity/sign/saudi_arabia.rst:30
|
||
#: ../../content/applications/productivity/sign/singapore.rst:28
|
||
#: ../../content/applications/productivity/sign/south_africa.rst:31
|
||
#: ../../content/applications/productivity/sign/south_korea.rst:33
|
||
#: ../../content/applications/productivity/sign/switzerland.rst:31
|
||
#: ../../content/applications/productivity/sign/thailand.rst:28
|
||
#: ../../content/applications/productivity/sign/turkey.rst:32
|
||
#: ../../content/applications/productivity/sign/ukraine.rst:30
|
||
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:33
|
||
#: ../../content/applications/productivity/sign/united_kingdom.rst:37
|
||
#: ../../content/applications/productivity/sign/uzbekistan.rst:31
|
||
#: ../../content/applications/productivity/sign/vietnam.rst:33
|
||
msgid "**Secure signature creation**: Odoo Sign utilizes advanced cryptographic techniques to ensure the authenticity and integrity of electronic signatures."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/algeria.rst:33
|
||
#: ../../content/applications/productivity/sign/angola.rst:35
|
||
#: ../../content/applications/productivity/sign/argentina.rst:34
|
||
#: ../../content/applications/productivity/sign/australia.rst:32
|
||
#: ../../content/applications/productivity/sign/azerbaijan.rst:33
|
||
#: ../../content/applications/productivity/sign/bangladesh.rst:33
|
||
#: ../../content/applications/productivity/sign/brazil.rst:37
|
||
#: ../../content/applications/productivity/sign/canada.rst:35
|
||
#: ../../content/applications/productivity/sign/chile.rst:36
|
||
#: ../../content/applications/productivity/sign/china.rst:32
|
||
#: ../../content/applications/productivity/sign/colombia.rst:35
|
||
#: ../../content/applications/productivity/sign/dominican_republic.rst:33
|
||
#: ../../content/applications/productivity/sign/ecuador.rst:33
|
||
#: ../../content/applications/productivity/sign/egypt.rst:32
|
||
#: ../../content/applications/productivity/sign/ethiopia.rst:32
|
||
#: ../../content/applications/productivity/sign/germany.rst:34
|
||
#: ../../content/applications/productivity/sign/guatemala.rst:32
|
||
#: ../../content/applications/productivity/sign/hong_kong.rst:32
|
||
#: ../../content/applications/productivity/sign/india.rst:36
|
||
#: ../../content/applications/productivity/sign/indonesia.rst:38
|
||
#: ../../content/applications/productivity/sign/iran.rst:31
|
||
#: ../../content/applications/productivity/sign/iraq.rst:36
|
||
#: ../../content/applications/productivity/sign/israel.rst:32
|
||
#: ../../content/applications/productivity/sign/japan.rst:33
|
||
#: ../../content/applications/productivity/sign/kazakhstan.rst:34
|
||
#: ../../content/applications/productivity/sign/kenya.rst:32
|
||
#: ../../content/applications/productivity/sign/kuwait.rst:31
|
||
#: ../../content/applications/productivity/sign/malaysia.rst:34
|
||
#: ../../content/applications/productivity/sign/mexico.rst:35
|
||
#: ../../content/applications/productivity/sign/morocco.rst:33
|
||
#: ../../content/applications/productivity/sign/new_zealand.rst:33
|
||
#: ../../content/applications/productivity/sign/nigeria.rst:31
|
||
#: ../../content/applications/productivity/sign/norway.rst:34
|
||
#: ../../content/applications/productivity/sign/oman.rst:32
|
||
#: ../../content/applications/productivity/sign/pakistan.rst:33
|
||
#: ../../content/applications/productivity/sign/peru.rst:35
|
||
#: ../../content/applications/productivity/sign/philippines.rst:35
|
||
#: ../../content/applications/productivity/sign/qatar.rst:33
|
||
#: ../../content/applications/productivity/sign/russia.rst:37
|
||
#: ../../content/applications/productivity/sign/saudi_arabia.rst:32
|
||
#: ../../content/applications/productivity/sign/singapore.rst:30
|
||
#: ../../content/applications/productivity/sign/south_africa.rst:33
|
||
#: ../../content/applications/productivity/sign/south_korea.rst:35
|
||
#: ../../content/applications/productivity/sign/switzerland.rst:33
|
||
#: ../../content/applications/productivity/sign/thailand.rst:30
|
||
#: ../../content/applications/productivity/sign/turkey.rst:34
|
||
#: ../../content/applications/productivity/sign/ukraine.rst:32
|
||
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:35
|
||
#: ../../content/applications/productivity/sign/united_kingdom.rst:39
|
||
#: ../../content/applications/productivity/sign/uzbekistan.rst:33
|
||
#: ../../content/applications/productivity/sign/vietnam.rst:35
|
||
msgid "**Third-party signature authenticator**: Odoo Online serves as an independent validation mechanism that adds an extra layer of security to the procurement process."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/algeria.rst:35
|
||
#: ../../content/applications/productivity/sign/angola.rst:37
|
||
#: ../../content/applications/productivity/sign/argentina.rst:36
|
||
#: ../../content/applications/productivity/sign/australia.rst:34
|
||
#: ../../content/applications/productivity/sign/azerbaijan.rst:35
|
||
#: ../../content/applications/productivity/sign/bangladesh.rst:35
|
||
#: ../../content/applications/productivity/sign/brazil.rst:39
|
||
#: ../../content/applications/productivity/sign/canada.rst:37
|
||
#: ../../content/applications/productivity/sign/chile.rst:38
|
||
#: ../../content/applications/productivity/sign/china.rst:34
|
||
#: ../../content/applications/productivity/sign/colombia.rst:37
|
||
#: ../../content/applications/productivity/sign/dominican_republic.rst:35
|
||
#: ../../content/applications/productivity/sign/ecuador.rst:35
|
||
#: ../../content/applications/productivity/sign/egypt.rst:34
|
||
#: ../../content/applications/productivity/sign/ethiopia.rst:34
|
||
#: ../../content/applications/productivity/sign/germany.rst:36
|
||
#: ../../content/applications/productivity/sign/guatemala.rst:34
|
||
#: ../../content/applications/productivity/sign/hong_kong.rst:34
|
||
#: ../../content/applications/productivity/sign/india.rst:38
|
||
#: ../../content/applications/productivity/sign/indonesia.rst:40
|
||
#: ../../content/applications/productivity/sign/iran.rst:33
|
||
#: ../../content/applications/productivity/sign/iraq.rst:38
|
||
#: ../../content/applications/productivity/sign/israel.rst:34
|
||
#: ../../content/applications/productivity/sign/japan.rst:35
|
||
#: ../../content/applications/productivity/sign/kazakhstan.rst:36
|
||
#: ../../content/applications/productivity/sign/kenya.rst:34
|
||
#: ../../content/applications/productivity/sign/kuwait.rst:33
|
||
#: ../../content/applications/productivity/sign/malaysia.rst:36
|
||
#: ../../content/applications/productivity/sign/mexico.rst:37
|
||
#: ../../content/applications/productivity/sign/morocco.rst:35
|
||
#: ../../content/applications/productivity/sign/new_zealand.rst:35
|
||
#: ../../content/applications/productivity/sign/nigeria.rst:33
|
||
#: ../../content/applications/productivity/sign/norway.rst:36
|
||
#: ../../content/applications/productivity/sign/oman.rst:34
|
||
#: ../../content/applications/productivity/sign/pakistan.rst:35
|
||
#: ../../content/applications/productivity/sign/peru.rst:37
|
||
#: ../../content/applications/productivity/sign/philippines.rst:37
|
||
#: ../../content/applications/productivity/sign/qatar.rst:35
|
||
#: ../../content/applications/productivity/sign/russia.rst:39
|
||
#: ../../content/applications/productivity/sign/saudi_arabia.rst:34
|
||
#: ../../content/applications/productivity/sign/singapore.rst:32
|
||
#: ../../content/applications/productivity/sign/south_africa.rst:35
|
||
#: ../../content/applications/productivity/sign/south_korea.rst:37
|
||
#: ../../content/applications/productivity/sign/switzerland.rst:35
|
||
#: ../../content/applications/productivity/sign/thailand.rst:32
|
||
#: ../../content/applications/productivity/sign/turkey.rst:36
|
||
#: ../../content/applications/productivity/sign/ukraine.rst:34
|
||
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:37
|
||
#: ../../content/applications/productivity/sign/united_kingdom.rst:41
|
||
#: ../../content/applications/productivity/sign/uzbekistan.rst:35
|
||
#: ../../content/applications/productivity/sign/vietnam.rst:37
|
||
msgid "**Audit trails**: detailed audit logs are maintained to provide evidence of the signing process, including timestamps, IP addresses, and identity verification."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/algeria.rst:37
|
||
#: ../../content/applications/productivity/sign/angola.rst:39
|
||
#: ../../content/applications/productivity/sign/argentina.rst:38
|
||
#: ../../content/applications/productivity/sign/australia.rst:36
|
||
#: ../../content/applications/productivity/sign/azerbaijan.rst:37
|
||
#: ../../content/applications/productivity/sign/bangladesh.rst:37
|
||
#: ../../content/applications/productivity/sign/brazil.rst:41
|
||
#: ../../content/applications/productivity/sign/canada.rst:39
|
||
#: ../../content/applications/productivity/sign/chile.rst:40
|
||
#: ../../content/applications/productivity/sign/china.rst:36
|
||
#: ../../content/applications/productivity/sign/colombia.rst:39
|
||
#: ../../content/applications/productivity/sign/dominican_republic.rst:37
|
||
#: ../../content/applications/productivity/sign/ecuador.rst:37
|
||
#: ../../content/applications/productivity/sign/egypt.rst:36
|
||
#: ../../content/applications/productivity/sign/ethiopia.rst:36
|
||
#: ../../content/applications/productivity/sign/germany.rst:38
|
||
#: ../../content/applications/productivity/sign/guatemala.rst:36
|
||
#: ../../content/applications/productivity/sign/hong_kong.rst:36
|
||
#: ../../content/applications/productivity/sign/india.rst:40
|
||
#: ../../content/applications/productivity/sign/indonesia.rst:42
|
||
#: ../../content/applications/productivity/sign/iran.rst:35
|
||
#: ../../content/applications/productivity/sign/iraq.rst:40
|
||
#: ../../content/applications/productivity/sign/israel.rst:36
|
||
#: ../../content/applications/productivity/sign/japan.rst:37
|
||
#: ../../content/applications/productivity/sign/kazakhstan.rst:38
|
||
#: ../../content/applications/productivity/sign/kenya.rst:36
|
||
#: ../../content/applications/productivity/sign/kuwait.rst:35
|
||
#: ../../content/applications/productivity/sign/malaysia.rst:38
|
||
#: ../../content/applications/productivity/sign/mexico.rst:39
|
||
#: ../../content/applications/productivity/sign/morocco.rst:37
|
||
#: ../../content/applications/productivity/sign/new_zealand.rst:37
|
||
#: ../../content/applications/productivity/sign/nigeria.rst:35
|
||
#: ../../content/applications/productivity/sign/norway.rst:38
|
||
#: ../../content/applications/productivity/sign/oman.rst:36
|
||
#: ../../content/applications/productivity/sign/pakistan.rst:37
|
||
#: ../../content/applications/productivity/sign/peru.rst:39
|
||
#: ../../content/applications/productivity/sign/philippines.rst:39
|
||
#: ../../content/applications/productivity/sign/qatar.rst:37
|
||
#: ../../content/applications/productivity/sign/russia.rst:41
|
||
#: ../../content/applications/productivity/sign/saudi_arabia.rst:36
|
||
#: ../../content/applications/productivity/sign/singapore.rst:34
|
||
#: ../../content/applications/productivity/sign/south_africa.rst:37
|
||
#: ../../content/applications/productivity/sign/south_korea.rst:39
|
||
#: ../../content/applications/productivity/sign/switzerland.rst:37
|
||
#: ../../content/applications/productivity/sign/thailand.rst:34
|
||
#: ../../content/applications/productivity/sign/turkey.rst:38
|
||
#: ../../content/applications/productivity/sign/ukraine.rst:36
|
||
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:39
|
||
#: ../../content/applications/productivity/sign/united_kingdom.rst:43
|
||
#: ../../content/applications/productivity/sign/uzbekistan.rst:37
|
||
#: ../../content/applications/productivity/sign/vietnam.rst:39
|
||
msgid "**Cryptographic traceability and immutability**: Odoo Sign ensures that any operation is logged securely. An audit log provides full transparency to all parties while preserving private data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/algeria.rst:39
|
||
#: ../../content/applications/productivity/sign/angola.rst:41
|
||
#: ../../content/applications/productivity/sign/argentina.rst:40
|
||
#: ../../content/applications/productivity/sign/australia.rst:38
|
||
#: ../../content/applications/productivity/sign/azerbaijan.rst:39
|
||
#: ../../content/applications/productivity/sign/bangladesh.rst:39
|
||
#: ../../content/applications/productivity/sign/brazil.rst:43
|
||
#: ../../content/applications/productivity/sign/canada.rst:41
|
||
#: ../../content/applications/productivity/sign/chile.rst:42
|
||
#: ../../content/applications/productivity/sign/china.rst:38
|
||
#: ../../content/applications/productivity/sign/colombia.rst:41
|
||
#: ../../content/applications/productivity/sign/dominican_republic.rst:39
|
||
#: ../../content/applications/productivity/sign/ecuador.rst:39
|
||
#: ../../content/applications/productivity/sign/egypt.rst:38
|
||
#: ../../content/applications/productivity/sign/ethiopia.rst:38
|
||
#: ../../content/applications/productivity/sign/germany.rst:40
|
||
#: ../../content/applications/productivity/sign/guatemala.rst:38
|
||
#: ../../content/applications/productivity/sign/hong_kong.rst:38
|
||
#: ../../content/applications/productivity/sign/india.rst:42
|
||
#: ../../content/applications/productivity/sign/indonesia.rst:44
|
||
#: ../../content/applications/productivity/sign/iran.rst:37
|
||
#: ../../content/applications/productivity/sign/iraq.rst:42
|
||
#: ../../content/applications/productivity/sign/israel.rst:38
|
||
#: ../../content/applications/productivity/sign/japan.rst:39
|
||
#: ../../content/applications/productivity/sign/kazakhstan.rst:40
|
||
#: ../../content/applications/productivity/sign/kenya.rst:38
|
||
#: ../../content/applications/productivity/sign/kuwait.rst:37
|
||
#: ../../content/applications/productivity/sign/malaysia.rst:40
|
||
#: ../../content/applications/productivity/sign/mexico.rst:41
|
||
#: ../../content/applications/productivity/sign/morocco.rst:39
|
||
#: ../../content/applications/productivity/sign/new_zealand.rst:39
|
||
#: ../../content/applications/productivity/sign/nigeria.rst:37
|
||
#: ../../content/applications/productivity/sign/norway.rst:40
|
||
#: ../../content/applications/productivity/sign/oman.rst:38
|
||
#: ../../content/applications/productivity/sign/pakistan.rst:39
|
||
#: ../../content/applications/productivity/sign/peru.rst:41
|
||
#: ../../content/applications/productivity/sign/philippines.rst:41
|
||
#: ../../content/applications/productivity/sign/qatar.rst:39
|
||
#: ../../content/applications/productivity/sign/russia.rst:43
|
||
#: ../../content/applications/productivity/sign/saudi_arabia.rst:38
|
||
#: ../../content/applications/productivity/sign/singapore.rst:36
|
||
#: ../../content/applications/productivity/sign/south_africa.rst:39
|
||
#: ../../content/applications/productivity/sign/south_korea.rst:41
|
||
#: ../../content/applications/productivity/sign/switzerland.rst:39
|
||
#: ../../content/applications/productivity/sign/thailand.rst:36
|
||
#: ../../content/applications/productivity/sign/turkey.rst:40
|
||
#: ../../content/applications/productivity/sign/ukraine.rst:38
|
||
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:41
|
||
#: ../../content/applications/productivity/sign/united_kingdom.rst:45
|
||
#: ../../content/applications/productivity/sign/uzbekistan.rst:39
|
||
#: ../../content/applications/productivity/sign/vietnam.rst:41
|
||
msgid "**Multiple authentication means**: authentication by SMS, email, geoIP or handwritten electronic signature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/algeria.rst:43
|
||
#: ../../content/applications/productivity/sign/angola.rst:45
|
||
#: ../../content/applications/productivity/sign/argentina.rst:44
|
||
#: ../../content/applications/productivity/sign/australia.rst:42
|
||
#: ../../content/applications/productivity/sign/azerbaijan.rst:43
|
||
#: ../../content/applications/productivity/sign/bangladesh.rst:43
|
||
#: ../../content/applications/productivity/sign/brazil.rst:47
|
||
#: ../../content/applications/productivity/sign/canada.rst:45
|
||
#: ../../content/applications/productivity/sign/chile.rst:46
|
||
#: ../../content/applications/productivity/sign/china.rst:42
|
||
#: ../../content/applications/productivity/sign/colombia.rst:45
|
||
#: ../../content/applications/productivity/sign/dominican_republic.rst:43
|
||
#: ../../content/applications/productivity/sign/ecuador.rst:43
|
||
#: ../../content/applications/productivity/sign/egypt.rst:42
|
||
#: ../../content/applications/productivity/sign/ethiopia.rst:42
|
||
#: ../../content/applications/productivity/sign/germany.rst:44
|
||
#: ../../content/applications/productivity/sign/guatemala.rst:42
|
||
#: ../../content/applications/productivity/sign/hong_kong.rst:42
|
||
#: ../../content/applications/productivity/sign/india.rst:46
|
||
#: ../../content/applications/productivity/sign/indonesia.rst:48
|
||
#: ../../content/applications/productivity/sign/iran.rst:41
|
||
#: ../../content/applications/productivity/sign/iraq.rst:46
|
||
#: ../../content/applications/productivity/sign/israel.rst:42
|
||
#: ../../content/applications/productivity/sign/japan.rst:43
|
||
#: ../../content/applications/productivity/sign/kazakhstan.rst:44
|
||
#: ../../content/applications/productivity/sign/kenya.rst:42
|
||
#: ../../content/applications/productivity/sign/kuwait.rst:41
|
||
#: ../../content/applications/productivity/sign/malaysia.rst:44
|
||
#: ../../content/applications/productivity/sign/mexico.rst:45
|
||
#: ../../content/applications/productivity/sign/morocco.rst:43
|
||
#: ../../content/applications/productivity/sign/new_zealand.rst:43
|
||
#: ../../content/applications/productivity/sign/nigeria.rst:41
|
||
#: ../../content/applications/productivity/sign/norway.rst:44
|
||
#: ../../content/applications/productivity/sign/oman.rst:42
|
||
#: ../../content/applications/productivity/sign/pakistan.rst:43
|
||
#: ../../content/applications/productivity/sign/peru.rst:45
|
||
#: ../../content/applications/productivity/sign/philippines.rst:45
|
||
#: ../../content/applications/productivity/sign/qatar.rst:43
|
||
#: ../../content/applications/productivity/sign/russia.rst:47
|
||
#: ../../content/applications/productivity/sign/saudi_arabia.rst:42
|
||
#: ../../content/applications/productivity/sign/singapore.rst:40
|
||
#: ../../content/applications/productivity/sign/south_africa.rst:43
|
||
#: ../../content/applications/productivity/sign/south_korea.rst:45
|
||
#: ../../content/applications/productivity/sign/switzerland.rst:43
|
||
#: ../../content/applications/productivity/sign/thailand.rst:40
|
||
#: ../../content/applications/productivity/sign/turkey.rst:44
|
||
#: ../../content/applications/productivity/sign/ukraine.rst:42
|
||
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:45
|
||
#: ../../content/applications/productivity/sign/united_kingdom.rst:49
|
||
#: ../../content/applications/productivity/sign/uzbekistan.rst:43
|
||
#: ../../content/applications/productivity/sign/vietnam.rst:45
|
||
msgid "Types of documents you can sign with Odoo Sign"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/algeria.rst:45
|
||
#: ../../content/applications/productivity/sign/angola.rst:47
|
||
#: ../../content/applications/productivity/sign/argentina.rst:46
|
||
#: ../../content/applications/productivity/sign/australia.rst:44
|
||
#: ../../content/applications/productivity/sign/azerbaijan.rst:45
|
||
#: ../../content/applications/productivity/sign/bangladesh.rst:45
|
||
#: ../../content/applications/productivity/sign/brazil.rst:49
|
||
#: ../../content/applications/productivity/sign/canada.rst:47
|
||
#: ../../content/applications/productivity/sign/chile.rst:48
|
||
#: ../../content/applications/productivity/sign/china.rst:44
|
||
#: ../../content/applications/productivity/sign/colombia.rst:47
|
||
#: ../../content/applications/productivity/sign/dominican_republic.rst:45
|
||
#: ../../content/applications/productivity/sign/ecuador.rst:45
|
||
#: ../../content/applications/productivity/sign/egypt.rst:44
|
||
#: ../../content/applications/productivity/sign/ethiopia.rst:44
|
||
#: ../../content/applications/productivity/sign/germany.rst:46
|
||
#: ../../content/applications/productivity/sign/guatemala.rst:44
|
||
#: ../../content/applications/productivity/sign/hong_kong.rst:44
|
||
#: ../../content/applications/productivity/sign/india.rst:48
|
||
#: ../../content/applications/productivity/sign/indonesia.rst:50
|
||
#: ../../content/applications/productivity/sign/iran.rst:43
|
||
#: ../../content/applications/productivity/sign/iraq.rst:48
|
||
#: ../../content/applications/productivity/sign/israel.rst:44
|
||
#: ../../content/applications/productivity/sign/japan.rst:45
|
||
#: ../../content/applications/productivity/sign/kazakhstan.rst:46
|
||
#: ../../content/applications/productivity/sign/kenya.rst:44
|
||
#: ../../content/applications/productivity/sign/kuwait.rst:43
|
||
#: ../../content/applications/productivity/sign/malaysia.rst:46
|
||
#: ../../content/applications/productivity/sign/mexico.rst:47
|
||
#: ../../content/applications/productivity/sign/morocco.rst:45
|
||
#: ../../content/applications/productivity/sign/new_zealand.rst:45
|
||
#: ../../content/applications/productivity/sign/nigeria.rst:43
|
||
#: ../../content/applications/productivity/sign/norway.rst:46
|
||
#: ../../content/applications/productivity/sign/oman.rst:44
|
||
#: ../../content/applications/productivity/sign/pakistan.rst:45
|
||
#: ../../content/applications/productivity/sign/peru.rst:47
|
||
#: ../../content/applications/productivity/sign/philippines.rst:47
|
||
#: ../../content/applications/productivity/sign/qatar.rst:45
|
||
#: ../../content/applications/productivity/sign/russia.rst:49
|
||
#: ../../content/applications/productivity/sign/saudi_arabia.rst:44
|
||
#: ../../content/applications/productivity/sign/singapore.rst:42
|
||
#: ../../content/applications/productivity/sign/south_africa.rst:45
|
||
#: ../../content/applications/productivity/sign/south_korea.rst:47
|
||
#: ../../content/applications/productivity/sign/switzerland.rst:45
|
||
#: ../../content/applications/productivity/sign/thailand.rst:42
|
||
#: ../../content/applications/productivity/sign/turkey.rst:46
|
||
#: ../../content/applications/productivity/sign/ukraine.rst:44
|
||
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:47
|
||
#: ../../content/applications/productivity/sign/united_kingdom.rst:51
|
||
#: ../../content/applications/productivity/sign/uzbekistan.rst:45
|
||
#: ../../content/applications/productivity/sign/vietnam.rst:47
|
||
msgid "Odoo Sign is versatile and can be used for a wide range of documents, including but not limited to:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/algeria.rst:47
|
||
#: ../../content/applications/productivity/sign/angola.rst:49
|
||
#: ../../content/applications/productivity/sign/argentina.rst:48
|
||
#: ../../content/applications/productivity/sign/australia.rst:46
|
||
#: ../../content/applications/productivity/sign/azerbaijan.rst:47
|
||
#: ../../content/applications/productivity/sign/bangladesh.rst:47
|
||
#: ../../content/applications/productivity/sign/brazil.rst:51
|
||
#: ../../content/applications/productivity/sign/canada.rst:49
|
||
#: ../../content/applications/productivity/sign/chile.rst:50
|
||
#: ../../content/applications/productivity/sign/china.rst:46
|
||
#: ../../content/applications/productivity/sign/colombia.rst:49
|
||
#: ../../content/applications/productivity/sign/dominican_republic.rst:47
|
||
#: ../../content/applications/productivity/sign/ecuador.rst:47
|
||
#: ../../content/applications/productivity/sign/egypt.rst:46
|
||
#: ../../content/applications/productivity/sign/ethiopia.rst:46
|
||
#: ../../content/applications/productivity/sign/germany.rst:48
|
||
#: ../../content/applications/productivity/sign/guatemala.rst:46
|
||
#: ../../content/applications/productivity/sign/hong_kong.rst:46
|
||
#: ../../content/applications/productivity/sign/india.rst:50
|
||
#: ../../content/applications/productivity/sign/indonesia.rst:52
|
||
#: ../../content/applications/productivity/sign/iran.rst:45
|
||
#: ../../content/applications/productivity/sign/iraq.rst:50
|
||
#: ../../content/applications/productivity/sign/israel.rst:46
|
||
#: ../../content/applications/productivity/sign/japan.rst:47
|
||
#: ../../content/applications/productivity/sign/kazakhstan.rst:48
|
||
#: ../../content/applications/productivity/sign/kenya.rst:46
|
||
#: ../../content/applications/productivity/sign/kuwait.rst:45
|
||
#: ../../content/applications/productivity/sign/malaysia.rst:48
|
||
#: ../../content/applications/productivity/sign/mexico.rst:49
|
||
#: ../../content/applications/productivity/sign/morocco.rst:47
|
||
#: ../../content/applications/productivity/sign/new_zealand.rst:47
|
||
#: ../../content/applications/productivity/sign/nigeria.rst:45
|
||
#: ../../content/applications/productivity/sign/norway.rst:48
|
||
#: ../../content/applications/productivity/sign/oman.rst:46
|
||
#: ../../content/applications/productivity/sign/pakistan.rst:47
|
||
#: ../../content/applications/productivity/sign/peru.rst:49
|
||
#: ../../content/applications/productivity/sign/philippines.rst:49
|
||
#: ../../content/applications/productivity/sign/qatar.rst:47
|
||
#: ../../content/applications/productivity/sign/russia.rst:51
|
||
#: ../../content/applications/productivity/sign/saudi_arabia.rst:46
|
||
#: ../../content/applications/productivity/sign/singapore.rst:44
|
||
#: ../../content/applications/productivity/sign/south_africa.rst:47
|
||
#: ../../content/applications/productivity/sign/south_korea.rst:49
|
||
#: ../../content/applications/productivity/sign/switzerland.rst:47
|
||
#: ../../content/applications/productivity/sign/thailand.rst:44
|
||
#: ../../content/applications/productivity/sign/turkey.rst:48
|
||
#: ../../content/applications/productivity/sign/ukraine.rst:46
|
||
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:49
|
||
#: ../../content/applications/productivity/sign/united_kingdom.rst:53
|
||
#: ../../content/applications/productivity/sign/uzbekistan.rst:47
|
||
#: ../../content/applications/productivity/sign/vietnam.rst:49
|
||
msgid "**Contracts and agreements**: business contracts, employment agreements, and service contracts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/algeria.rst:48
|
||
#: ../../content/applications/productivity/sign/angola.rst:50
|
||
#: ../../content/applications/productivity/sign/argentina.rst:49
|
||
#: ../../content/applications/productivity/sign/australia.rst:47
|
||
#: ../../content/applications/productivity/sign/azerbaijan.rst:48
|
||
#: ../../content/applications/productivity/sign/bangladesh.rst:48
|
||
#: ../../content/applications/productivity/sign/brazil.rst:52
|
||
#: ../../content/applications/productivity/sign/canada.rst:50
|
||
#: ../../content/applications/productivity/sign/chile.rst:51
|
||
#: ../../content/applications/productivity/sign/china.rst:47
|
||
#: ../../content/applications/productivity/sign/colombia.rst:50
|
||
#: ../../content/applications/productivity/sign/dominican_republic.rst:48
|
||
#: ../../content/applications/productivity/sign/ecuador.rst:48
|
||
#: ../../content/applications/productivity/sign/egypt.rst:47
|
||
#: ../../content/applications/productivity/sign/ethiopia.rst:47
|
||
#: ../../content/applications/productivity/sign/germany.rst:49
|
||
#: ../../content/applications/productivity/sign/guatemala.rst:47
|
||
#: ../../content/applications/productivity/sign/hong_kong.rst:47
|
||
#: ../../content/applications/productivity/sign/india.rst:51
|
||
#: ../../content/applications/productivity/sign/indonesia.rst:53
|
||
#: ../../content/applications/productivity/sign/iran.rst:46
|
||
#: ../../content/applications/productivity/sign/iraq.rst:51
|
||
#: ../../content/applications/productivity/sign/israel.rst:47
|
||
#: ../../content/applications/productivity/sign/japan.rst:48
|
||
#: ../../content/applications/productivity/sign/kazakhstan.rst:49
|
||
#: ../../content/applications/productivity/sign/kenya.rst:47
|
||
#: ../../content/applications/productivity/sign/kuwait.rst:46
|
||
#: ../../content/applications/productivity/sign/malaysia.rst:49
|
||
#: ../../content/applications/productivity/sign/mexico.rst:50
|
||
#: ../../content/applications/productivity/sign/morocco.rst:48
|
||
#: ../../content/applications/productivity/sign/new_zealand.rst:48
|
||
#: ../../content/applications/productivity/sign/nigeria.rst:46
|
||
#: ../../content/applications/productivity/sign/norway.rst:49
|
||
#: ../../content/applications/productivity/sign/oman.rst:47
|
||
#: ../../content/applications/productivity/sign/pakistan.rst:48
|
||
#: ../../content/applications/productivity/sign/peru.rst:50
|
||
#: ../../content/applications/productivity/sign/philippines.rst:50
|
||
#: ../../content/applications/productivity/sign/qatar.rst:48
|
||
#: ../../content/applications/productivity/sign/russia.rst:52
|
||
#: ../../content/applications/productivity/sign/saudi_arabia.rst:47
|
||
#: ../../content/applications/productivity/sign/singapore.rst:45
|
||
#: ../../content/applications/productivity/sign/south_africa.rst:48
|
||
#: ../../content/applications/productivity/sign/south_korea.rst:50
|
||
#: ../../content/applications/productivity/sign/switzerland.rst:48
|
||
#: ../../content/applications/productivity/sign/thailand.rst:45
|
||
#: ../../content/applications/productivity/sign/turkey.rst:49
|
||
#: ../../content/applications/productivity/sign/ukraine.rst:47
|
||
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:50
|
||
#: ../../content/applications/productivity/sign/united_kingdom.rst:54
|
||
#: ../../content/applications/productivity/sign/uzbekistan.rst:48
|
||
#: ../../content/applications/productivity/sign/vietnam.rst:50
|
||
msgid "**Financial documents**: loan agreements, investment documents, and financial reports."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/algeria.rst:49
|
||
#: ../../content/applications/productivity/sign/angola.rst:51
|
||
#: ../../content/applications/productivity/sign/argentina.rst:50
|
||
#: ../../content/applications/productivity/sign/australia.rst:48
|
||
#: ../../content/applications/productivity/sign/azerbaijan.rst:49
|
||
#: ../../content/applications/productivity/sign/bangladesh.rst:49
|
||
#: ../../content/applications/productivity/sign/brazil.rst:53
|
||
#: ../../content/applications/productivity/sign/canada.rst:51
|
||
#: ../../content/applications/productivity/sign/chile.rst:52
|
||
#: ../../content/applications/productivity/sign/china.rst:48
|
||
#: ../../content/applications/productivity/sign/colombia.rst:51
|
||
#: ../../content/applications/productivity/sign/dominican_republic.rst:49
|
||
#: ../../content/applications/productivity/sign/ecuador.rst:49
|
||
#: ../../content/applications/productivity/sign/egypt.rst:48
|
||
#: ../../content/applications/productivity/sign/ethiopia.rst:48
|
||
#: ../../content/applications/productivity/sign/germany.rst:50
|
||
#: ../../content/applications/productivity/sign/guatemala.rst:48
|
||
#: ../../content/applications/productivity/sign/hong_kong.rst:48
|
||
#: ../../content/applications/productivity/sign/india.rst:52
|
||
#: ../../content/applications/productivity/sign/indonesia.rst:54
|
||
#: ../../content/applications/productivity/sign/iran.rst:47
|
||
#: ../../content/applications/productivity/sign/iraq.rst:52
|
||
#: ../../content/applications/productivity/sign/israel.rst:48
|
||
#: ../../content/applications/productivity/sign/japan.rst:49
|
||
#: ../../content/applications/productivity/sign/kazakhstan.rst:50
|
||
#: ../../content/applications/productivity/sign/kenya.rst:48
|
||
#: ../../content/applications/productivity/sign/kuwait.rst:47
|
||
#: ../../content/applications/productivity/sign/malaysia.rst:50
|
||
#: ../../content/applications/productivity/sign/mexico.rst:51
|
||
#: ../../content/applications/productivity/sign/morocco.rst:49
|
||
#: ../../content/applications/productivity/sign/new_zealand.rst:49
|
||
#: ../../content/applications/productivity/sign/nigeria.rst:47
|
||
#: ../../content/applications/productivity/sign/norway.rst:50
|
||
#: ../../content/applications/productivity/sign/oman.rst:48
|
||
#: ../../content/applications/productivity/sign/pakistan.rst:49
|
||
#: ../../content/applications/productivity/sign/peru.rst:51
|
||
#: ../../content/applications/productivity/sign/philippines.rst:51
|
||
#: ../../content/applications/productivity/sign/qatar.rst:49
|
||
#: ../../content/applications/productivity/sign/russia.rst:53
|
||
#: ../../content/applications/productivity/sign/saudi_arabia.rst:48
|
||
#: ../../content/applications/productivity/sign/singapore.rst:46
|
||
#: ../../content/applications/productivity/sign/south_africa.rst:49
|
||
#: ../../content/applications/productivity/sign/south_korea.rst:51
|
||
#: ../../content/applications/productivity/sign/switzerland.rst:49
|
||
#: ../../content/applications/productivity/sign/thailand.rst:46
|
||
#: ../../content/applications/productivity/sign/turkey.rst:50
|
||
#: ../../content/applications/productivity/sign/ukraine.rst:48
|
||
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:51
|
||
#: ../../content/applications/productivity/sign/united_kingdom.rst:55
|
||
#: ../../content/applications/productivity/sign/uzbekistan.rst:49
|
||
#: ../../content/applications/productivity/sign/vietnam.rst:51
|
||
msgid "**HR documents**: employee onboarding forms, non-disclosure agreements (NDAs), and performance reviews."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/algeria.rst:51
|
||
#: ../../content/applications/productivity/sign/angola.rst:53
|
||
#: ../../content/applications/productivity/sign/argentina.rst:52
|
||
#: ../../content/applications/productivity/sign/australia.rst:50
|
||
#: ../../content/applications/productivity/sign/azerbaijan.rst:51
|
||
#: ../../content/applications/productivity/sign/bangladesh.rst:51
|
||
#: ../../content/applications/productivity/sign/brazil.rst:55
|
||
#: ../../content/applications/productivity/sign/canada.rst:53
|
||
#: ../../content/applications/productivity/sign/chile.rst:54
|
||
#: ../../content/applications/productivity/sign/china.rst:50
|
||
#: ../../content/applications/productivity/sign/colombia.rst:53
|
||
#: ../../content/applications/productivity/sign/dominican_republic.rst:51
|
||
#: ../../content/applications/productivity/sign/ecuador.rst:51
|
||
#: ../../content/applications/productivity/sign/egypt.rst:50
|
||
#: ../../content/applications/productivity/sign/ethiopia.rst:50
|
||
#: ../../content/applications/productivity/sign/germany.rst:52
|
||
#: ../../content/applications/productivity/sign/guatemala.rst:50
|
||
#: ../../content/applications/productivity/sign/hong_kong.rst:50
|
||
#: ../../content/applications/productivity/sign/india.rst:54
|
||
#: ../../content/applications/productivity/sign/indonesia.rst:56
|
||
#: ../../content/applications/productivity/sign/iran.rst:49
|
||
#: ../../content/applications/productivity/sign/iraq.rst:54
|
||
#: ../../content/applications/productivity/sign/israel.rst:50
|
||
#: ../../content/applications/productivity/sign/japan.rst:51
|
||
#: ../../content/applications/productivity/sign/kazakhstan.rst:52
|
||
#: ../../content/applications/productivity/sign/kenya.rst:50
|
||
#: ../../content/applications/productivity/sign/kuwait.rst:49
|
||
#: ../../content/applications/productivity/sign/malaysia.rst:52
|
||
#: ../../content/applications/productivity/sign/mexico.rst:53
|
||
#: ../../content/applications/productivity/sign/morocco.rst:51
|
||
#: ../../content/applications/productivity/sign/new_zealand.rst:51
|
||
#: ../../content/applications/productivity/sign/nigeria.rst:49
|
||
#: ../../content/applications/productivity/sign/norway.rst:52
|
||
#: ../../content/applications/productivity/sign/oman.rst:50
|
||
#: ../../content/applications/productivity/sign/pakistan.rst:51
|
||
#: ../../content/applications/productivity/sign/peru.rst:53
|
||
#: ../../content/applications/productivity/sign/philippines.rst:53
|
||
#: ../../content/applications/productivity/sign/qatar.rst:51
|
||
#: ../../content/applications/productivity/sign/russia.rst:55
|
||
#: ../../content/applications/productivity/sign/saudi_arabia.rst:50
|
||
#: ../../content/applications/productivity/sign/singapore.rst:48
|
||
#: ../../content/applications/productivity/sign/south_africa.rst:51
|
||
#: ../../content/applications/productivity/sign/south_korea.rst:53
|
||
#: ../../content/applications/productivity/sign/switzerland.rst:51
|
||
#: ../../content/applications/productivity/sign/thailand.rst:48
|
||
#: ../../content/applications/productivity/sign/turkey.rst:52
|
||
#: ../../content/applications/productivity/sign/ukraine.rst:50
|
||
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:53
|
||
#: ../../content/applications/productivity/sign/united_kingdom.rst:57
|
||
#: ../../content/applications/productivity/sign/uzbekistan.rst:51
|
||
#: ../../content/applications/productivity/sign/vietnam.rst:53
|
||
msgid "**Commercial transactions**: purchase orders, sales agreements, and supplier contracts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/algeria.rst:54
|
||
#: ../../content/applications/productivity/sign/angola.rst:56
|
||
#: ../../content/applications/productivity/sign/argentina.rst:55
|
||
#: ../../content/applications/productivity/sign/australia.rst:53
|
||
#: ../../content/applications/productivity/sign/azerbaijan.rst:54
|
||
#: ../../content/applications/productivity/sign/bangladesh.rst:54
|
||
#: ../../content/applications/productivity/sign/brazil.rst:58
|
||
#: ../../content/applications/productivity/sign/canada.rst:56
|
||
#: ../../content/applications/productivity/sign/chile.rst:57
|
||
#: ../../content/applications/productivity/sign/china.rst:53
|
||
#: ../../content/applications/productivity/sign/colombia.rst:56
|
||
#: ../../content/applications/productivity/sign/dominican_republic.rst:54
|
||
#: ../../content/applications/productivity/sign/ecuador.rst:54
|
||
#: ../../content/applications/productivity/sign/egypt.rst:53
|
||
#: ../../content/applications/productivity/sign/ethiopia.rst:53
|
||
#: ../../content/applications/productivity/sign/germany.rst:55
|
||
#: ../../content/applications/productivity/sign/guatemala.rst:53
|
||
#: ../../content/applications/productivity/sign/hong_kong.rst:53
|
||
#: ../../content/applications/productivity/sign/india.rst:57
|
||
#: ../../content/applications/productivity/sign/indonesia.rst:59
|
||
#: ../../content/applications/productivity/sign/iran.rst:52
|
||
#: ../../content/applications/productivity/sign/iraq.rst:57
|
||
#: ../../content/applications/productivity/sign/israel.rst:53
|
||
#: ../../content/applications/productivity/sign/japan.rst:54
|
||
#: ../../content/applications/productivity/sign/kazakhstan.rst:55
|
||
#: ../../content/applications/productivity/sign/kenya.rst:53
|
||
#: ../../content/applications/productivity/sign/kuwait.rst:52
|
||
#: ../../content/applications/productivity/sign/malaysia.rst:55
|
||
#: ../../content/applications/productivity/sign/mexico.rst:56
|
||
#: ../../content/applications/productivity/sign/morocco.rst:54
|
||
#: ../../content/applications/productivity/sign/new_zealand.rst:54
|
||
#: ../../content/applications/productivity/sign/nigeria.rst:52
|
||
#: ../../content/applications/productivity/sign/norway.rst:55
|
||
#: ../../content/applications/productivity/sign/oman.rst:53
|
||
#: ../../content/applications/productivity/sign/pakistan.rst:54
|
||
#: ../../content/applications/productivity/sign/peru.rst:56
|
||
#: ../../content/applications/productivity/sign/philippines.rst:56
|
||
#: ../../content/applications/productivity/sign/qatar.rst:54
|
||
#: ../../content/applications/productivity/sign/russia.rst:58
|
||
#: ../../content/applications/productivity/sign/saudi_arabia.rst:53
|
||
#: ../../content/applications/productivity/sign/singapore.rst:51
|
||
#: ../../content/applications/productivity/sign/south_africa.rst:54
|
||
#: ../../content/applications/productivity/sign/south_korea.rst:56
|
||
#: ../../content/applications/productivity/sign/switzerland.rst:54
|
||
#: ../../content/applications/productivity/sign/thailand.rst:51
|
||
#: ../../content/applications/productivity/sign/turkey.rst:55
|
||
#: ../../content/applications/productivity/sign/ukraine.rst:53
|
||
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:56
|
||
#: ../../content/applications/productivity/sign/united_kingdom.rst:60
|
||
#: ../../content/applications/productivity/sign/uzbekistan.rst:54
|
||
#: ../../content/applications/productivity/sign/vietnam.rst:56
|
||
msgid "Potential exceptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/algeria.rst:56
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Algeria:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/algeria.rst:59
|
||
#: ../../content/applications/productivity/sign/angola.rst:61
|
||
#: ../../content/applications/productivity/sign/argentina.rst:60
|
||
#: ../../content/applications/productivity/sign/australia.rst:58
|
||
#: ../../content/applications/productivity/sign/azerbaijan.rst:59
|
||
#: ../../content/applications/productivity/sign/bangladesh.rst:59
|
||
#: ../../content/applications/productivity/sign/brazil.rst:63
|
||
#: ../../content/applications/productivity/sign/canada.rst:61
|
||
#: ../../content/applications/productivity/sign/chile.rst:62
|
||
#: ../../content/applications/productivity/sign/china.rst:58
|
||
#: ../../content/applications/productivity/sign/colombia.rst:61
|
||
#: ../../content/applications/productivity/sign/dominican_republic.rst:59
|
||
#: ../../content/applications/productivity/sign/ecuador.rst:59
|
||
#: ../../content/applications/productivity/sign/egypt.rst:58
|
||
#: ../../content/applications/productivity/sign/ethiopia.rst:58
|
||
#: ../../content/applications/productivity/sign/germany.rst:60
|
||
#: ../../content/applications/productivity/sign/guatemala.rst:58
|
||
#: ../../content/applications/productivity/sign/hong_kong.rst:58
|
||
#: ../../content/applications/productivity/sign/india.rst:62
|
||
#: ../../content/applications/productivity/sign/indonesia.rst:64
|
||
#: ../../content/applications/productivity/sign/iran.rst:57
|
||
#: ../../content/applications/productivity/sign/iraq.rst:62
|
||
#: ../../content/applications/productivity/sign/israel.rst:58
|
||
#: ../../content/applications/productivity/sign/japan.rst:59
|
||
#: ../../content/applications/productivity/sign/kazakhstan.rst:60
|
||
#: ../../content/applications/productivity/sign/kenya.rst:58
|
||
#: ../../content/applications/productivity/sign/kuwait.rst:57
|
||
#: ../../content/applications/productivity/sign/malaysia.rst:60
|
||
#: ../../content/applications/productivity/sign/mexico.rst:61
|
||
#: ../../content/applications/productivity/sign/morocco.rst:59
|
||
#: ../../content/applications/productivity/sign/new_zealand.rst:59
|
||
#: ../../content/applications/productivity/sign/nigeria.rst:57
|
||
#: ../../content/applications/productivity/sign/norway.rst:60
|
||
#: ../../content/applications/productivity/sign/oman.rst:58
|
||
#: ../../content/applications/productivity/sign/pakistan.rst:59
|
||
#: ../../content/applications/productivity/sign/peru.rst:61
|
||
#: ../../content/applications/productivity/sign/philippines.rst:61
|
||
#: ../../content/applications/productivity/sign/qatar.rst:59
|
||
#: ../../content/applications/productivity/sign/russia.rst:63
|
||
#: ../../content/applications/productivity/sign/saudi_arabia.rst:58
|
||
#: ../../content/applications/productivity/sign/singapore.rst:56
|
||
#: ../../content/applications/productivity/sign/south_africa.rst:59
|
||
#: ../../content/applications/productivity/sign/south_korea.rst:61
|
||
#: ../../content/applications/productivity/sign/switzerland.rst:59
|
||
#: ../../content/applications/productivity/sign/thailand.rst:56
|
||
#: ../../content/applications/productivity/sign/turkey.rst:60
|
||
#: ../../content/applications/productivity/sign/ukraine.rst:58
|
||
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:61
|
||
#: ../../content/applications/productivity/sign/united_kingdom.rst:65
|
||
#: ../../content/applications/productivity/sign/uzbekistan.rst:59
|
||
#: ../../content/applications/productivity/sign/vietnam.rst:61
|
||
msgid "**Wills and trusts**: documents related to inheritance, wills, and trusts often require handwritten signatures."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/algeria.rst:61
|
||
#: ../../content/applications/productivity/sign/angola.rst:63
|
||
#: ../../content/applications/productivity/sign/argentina.rst:62
|
||
#: ../../content/applications/productivity/sign/australia.rst:60
|
||
#: ../../content/applications/productivity/sign/azerbaijan.rst:61
|
||
#: ../../content/applications/productivity/sign/bangladesh.rst:61
|
||
#: ../../content/applications/productivity/sign/brazil.rst:65
|
||
#: ../../content/applications/productivity/sign/canada.rst:63
|
||
#: ../../content/applications/productivity/sign/chile.rst:64
|
||
#: ../../content/applications/productivity/sign/china.rst:60
|
||
#: ../../content/applications/productivity/sign/colombia.rst:63
|
||
#: ../../content/applications/productivity/sign/dominican_republic.rst:61
|
||
#: ../../content/applications/productivity/sign/ecuador.rst:61
|
||
#: ../../content/applications/productivity/sign/egypt.rst:60
|
||
#: ../../content/applications/productivity/sign/ethiopia.rst:60
|
||
#: ../../content/applications/productivity/sign/germany.rst:62
|
||
#: ../../content/applications/productivity/sign/guatemala.rst:60
|
||
#: ../../content/applications/productivity/sign/hong_kong.rst:60
|
||
#: ../../content/applications/productivity/sign/india.rst:64
|
||
#: ../../content/applications/productivity/sign/indonesia.rst:66
|
||
#: ../../content/applications/productivity/sign/iran.rst:59
|
||
#: ../../content/applications/productivity/sign/iraq.rst:64
|
||
#: ../../content/applications/productivity/sign/israel.rst:60
|
||
#: ../../content/applications/productivity/sign/japan.rst:61
|
||
#: ../../content/applications/productivity/sign/kazakhstan.rst:62
|
||
#: ../../content/applications/productivity/sign/kenya.rst:60
|
||
#: ../../content/applications/productivity/sign/kuwait.rst:59
|
||
#: ../../content/applications/productivity/sign/malaysia.rst:62
|
||
#: ../../content/applications/productivity/sign/mexico.rst:63
|
||
#: ../../content/applications/productivity/sign/morocco.rst:61
|
||
#: ../../content/applications/productivity/sign/new_zealand.rst:61
|
||
#: ../../content/applications/productivity/sign/nigeria.rst:59
|
||
#: ../../content/applications/productivity/sign/norway.rst:62
|
||
#: ../../content/applications/productivity/sign/oman.rst:60
|
||
#: ../../content/applications/productivity/sign/pakistan.rst:61
|
||
#: ../../content/applications/productivity/sign/peru.rst:63
|
||
#: ../../content/applications/productivity/sign/philippines.rst:63
|
||
#: ../../content/applications/productivity/sign/qatar.rst:61
|
||
#: ../../content/applications/productivity/sign/russia.rst:65
|
||
#: ../../content/applications/productivity/sign/saudi_arabia.rst:60
|
||
#: ../../content/applications/productivity/sign/singapore.rst:58
|
||
#: ../../content/applications/productivity/sign/south_africa.rst:61
|
||
#: ../../content/applications/productivity/sign/south_korea.rst:63
|
||
#: ../../content/applications/productivity/sign/switzerland.rst:61
|
||
#: ../../content/applications/productivity/sign/thailand.rst:58
|
||
#: ../../content/applications/productivity/sign/turkey.rst:62
|
||
#: ../../content/applications/productivity/sign/ukraine.rst:60
|
||
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:63
|
||
#: ../../content/applications/productivity/sign/united_kingdom.rst:67
|
||
#: ../../content/applications/productivity/sign/uzbekistan.rst:61
|
||
#: ../../content/applications/productivity/sign/vietnam.rst:63
|
||
msgid "**Real estate transactions**: some property transactions may still require notarized handwritten signatures."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/algeria.rst:63
|
||
#: ../../content/applications/productivity/sign/angola.rst:65
|
||
#: ../../content/applications/productivity/sign/argentina.rst:64
|
||
#: ../../content/applications/productivity/sign/australia.rst:62
|
||
#: ../../content/applications/productivity/sign/azerbaijan.rst:63
|
||
#: ../../content/applications/productivity/sign/bangladesh.rst:63
|
||
#: ../../content/applications/productivity/sign/brazil.rst:67
|
||
#: ../../content/applications/productivity/sign/canada.rst:65
|
||
#: ../../content/applications/productivity/sign/chile.rst:66
|
||
#: ../../content/applications/productivity/sign/china.rst:62
|
||
#: ../../content/applications/productivity/sign/colombia.rst:65
|
||
#: ../../content/applications/productivity/sign/dominican_republic.rst:63
|
||
#: ../../content/applications/productivity/sign/ecuador.rst:63
|
||
#: ../../content/applications/productivity/sign/egypt.rst:62
|
||
#: ../../content/applications/productivity/sign/ethiopia.rst:62
|
||
#: ../../content/applications/productivity/sign/germany.rst:64
|
||
#: ../../content/applications/productivity/sign/guatemala.rst:62
|
||
#: ../../content/applications/productivity/sign/hong_kong.rst:62
|
||
#: ../../content/applications/productivity/sign/india.rst:66
|
||
#: ../../content/applications/productivity/sign/indonesia.rst:68
|
||
#: ../../content/applications/productivity/sign/iran.rst:61
|
||
#: ../../content/applications/productivity/sign/iraq.rst:66
|
||
#: ../../content/applications/productivity/sign/israel.rst:62
|
||
#: ../../content/applications/productivity/sign/japan.rst:63
|
||
#: ../../content/applications/productivity/sign/kazakhstan.rst:64
|
||
#: ../../content/applications/productivity/sign/kenya.rst:62
|
||
#: ../../content/applications/productivity/sign/kuwait.rst:61
|
||
#: ../../content/applications/productivity/sign/malaysia.rst:64
|
||
#: ../../content/applications/productivity/sign/mexico.rst:65
|
||
#: ../../content/applications/productivity/sign/morocco.rst:63
|
||
#: ../../content/applications/productivity/sign/new_zealand.rst:63
|
||
#: ../../content/applications/productivity/sign/nigeria.rst:61
|
||
#: ../../content/applications/productivity/sign/norway.rst:64
|
||
#: ../../content/applications/productivity/sign/oman.rst:62
|
||
#: ../../content/applications/productivity/sign/pakistan.rst:63
|
||
#: ../../content/applications/productivity/sign/peru.rst:65
|
||
#: ../../content/applications/productivity/sign/philippines.rst:65
|
||
#: ../../content/applications/productivity/sign/qatar.rst:63
|
||
#: ../../content/applications/productivity/sign/russia.rst:67
|
||
#: ../../content/applications/productivity/sign/saudi_arabia.rst:62
|
||
#: ../../content/applications/productivity/sign/singapore.rst:60
|
||
#: ../../content/applications/productivity/sign/south_africa.rst:63
|
||
#: ../../content/applications/productivity/sign/south_korea.rst:65
|
||
#: ../../content/applications/productivity/sign/switzerland.rst:63
|
||
#: ../../content/applications/productivity/sign/thailand.rst:60
|
||
#: ../../content/applications/productivity/sign/turkey.rst:64
|
||
#: ../../content/applications/productivity/sign/ukraine.rst:62
|
||
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:65
|
||
#: ../../content/applications/productivity/sign/united_kingdom.rst:69
|
||
#: ../../content/applications/productivity/sign/uzbekistan.rst:63
|
||
#: ../../content/applications/productivity/sign/vietnam.rst:65
|
||
msgid "**Government forms**: specific government forms and applications may mandate physical signatures."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/algeria.rst:65
|
||
#: ../../content/applications/productivity/sign/angola.rst:67
|
||
#: ../../content/applications/productivity/sign/argentina.rst:66
|
||
#: ../../content/applications/productivity/sign/australia.rst:64
|
||
#: ../../content/applications/productivity/sign/azerbaijan.rst:65
|
||
#: ../../content/applications/productivity/sign/bangladesh.rst:65
|
||
#: ../../content/applications/productivity/sign/brazil.rst:69
|
||
#: ../../content/applications/productivity/sign/canada.rst:67
|
||
#: ../../content/applications/productivity/sign/chile.rst:68
|
||
#: ../../content/applications/productivity/sign/china.rst:64
|
||
#: ../../content/applications/productivity/sign/colombia.rst:67
|
||
#: ../../content/applications/productivity/sign/dominican_republic.rst:65
|
||
#: ../../content/applications/productivity/sign/ecuador.rst:65
|
||
#: ../../content/applications/productivity/sign/egypt.rst:64
|
||
#: ../../content/applications/productivity/sign/ethiopia.rst:64
|
||
#: ../../content/applications/productivity/sign/germany.rst:66
|
||
#: ../../content/applications/productivity/sign/guatemala.rst:64
|
||
#: ../../content/applications/productivity/sign/hong_kong.rst:64
|
||
#: ../../content/applications/productivity/sign/india.rst:68
|
||
#: ../../content/applications/productivity/sign/indonesia.rst:70
|
||
#: ../../content/applications/productivity/sign/iran.rst:63
|
||
#: ../../content/applications/productivity/sign/iraq.rst:68
|
||
#: ../../content/applications/productivity/sign/israel.rst:64
|
||
#: ../../content/applications/productivity/sign/japan.rst:65
|
||
#: ../../content/applications/productivity/sign/kazakhstan.rst:66
|
||
#: ../../content/applications/productivity/sign/kenya.rst:64
|
||
#: ../../content/applications/productivity/sign/kuwait.rst:63
|
||
#: ../../content/applications/productivity/sign/malaysia.rst:66
|
||
#: ../../content/applications/productivity/sign/mexico.rst:67
|
||
#: ../../content/applications/productivity/sign/morocco.rst:65
|
||
#: ../../content/applications/productivity/sign/new_zealand.rst:65
|
||
#: ../../content/applications/productivity/sign/nigeria.rst:63
|
||
#: ../../content/applications/productivity/sign/norway.rst:66
|
||
#: ../../content/applications/productivity/sign/oman.rst:64
|
||
#: ../../content/applications/productivity/sign/pakistan.rst:65
|
||
#: ../../content/applications/productivity/sign/peru.rst:67
|
||
#: ../../content/applications/productivity/sign/philippines.rst:67
|
||
#: ../../content/applications/productivity/sign/qatar.rst:65
|
||
#: ../../content/applications/productivity/sign/russia.rst:69
|
||
#: ../../content/applications/productivity/sign/saudi_arabia.rst:64
|
||
#: ../../content/applications/productivity/sign/singapore.rst:62
|
||
#: ../../content/applications/productivity/sign/south_africa.rst:65
|
||
#: ../../content/applications/productivity/sign/south_korea.rst:67
|
||
#: ../../content/applications/productivity/sign/switzerland.rst:65
|
||
#: ../../content/applications/productivity/sign/thailand.rst:62
|
||
#: ../../content/applications/productivity/sign/turkey.rst:66
|
||
#: ../../content/applications/productivity/sign/ukraine.rst:64
|
||
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:67
|
||
#: ../../content/applications/productivity/sign/united_kingdom.rst:71
|
||
#: ../../content/applications/productivity/sign/uzbekistan.rst:65
|
||
#: ../../content/applications/productivity/sign/vietnam.rst:67
|
||
msgid "Disclaimer"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/algeria.rst:67
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Algeria, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/algeria.rst:73
|
||
#: ../../content/applications/productivity/sign/angola.rst:75
|
||
#: ../../content/applications/productivity/sign/argentina.rst:74
|
||
#: ../../content/applications/productivity/sign/azerbaijan.rst:73
|
||
#: ../../content/applications/productivity/sign/bangladesh.rst:73
|
||
#: ../../content/applications/productivity/sign/chile.rst:76
|
||
#: ../../content/applications/productivity/sign/colombia.rst:75
|
||
#: ../../content/applications/productivity/sign/dominican_republic.rst:73
|
||
#: ../../content/applications/productivity/sign/ecuador.rst:73
|
||
#: ../../content/applications/productivity/sign/ethiopia.rst:72
|
||
#: ../../content/applications/productivity/sign/germany.rst:74
|
||
#: ../../content/applications/productivity/sign/guatemala.rst:72
|
||
#: ../../content/applications/productivity/sign/hong_kong.rst:72
|
||
#: ../../content/applications/productivity/sign/iran.rst:71
|
||
#: ../../content/applications/productivity/sign/iraq.rst:76
|
||
#: ../../content/applications/productivity/sign/israel.rst:72
|
||
#: ../../content/applications/productivity/sign/kazakhstan.rst:74
|
||
#: ../../content/applications/productivity/sign/kenya.rst:72
|
||
#: ../../content/applications/productivity/sign/kuwait.rst:71
|
||
#: ../../content/applications/productivity/sign/malaysia.rst:74
|
||
#: ../../content/applications/productivity/sign/morocco.rst:73
|
||
#: ../../content/applications/productivity/sign/new_zealand.rst:73
|
||
#: ../../content/applications/productivity/sign/nigeria.rst:71
|
||
#: ../../content/applications/productivity/sign/norway.rst:74
|
||
#: ../../content/applications/productivity/sign/oman.rst:72
|
||
#: ../../content/applications/productivity/sign/pakistan.rst:73
|
||
#: ../../content/applications/productivity/sign/peru.rst:75
|
||
#: ../../content/applications/productivity/sign/philippines.rst:75
|
||
#: ../../content/applications/productivity/sign/qatar.rst:73
|
||
#: ../../content/applications/productivity/sign/saudi_arabia.rst:72
|
||
#: ../../content/applications/productivity/sign/singapore.rst:70
|
||
#: ../../content/applications/productivity/sign/south_africa.rst:73
|
||
#: ../../content/applications/productivity/sign/switzerland.rst:73
|
||
#: ../../content/applications/productivity/sign/thailand.rst:70
|
||
#: ../../content/applications/productivity/sign/turkey.rst:74
|
||
#: ../../content/applications/productivity/sign/ukraine.rst:72
|
||
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:75
|
||
#: ../../content/applications/productivity/sign/uzbekistan.rst:73
|
||
#: ../../content/applications/productivity/sign/vietnam.rst:75
|
||
msgid "*Last updated: June 21, 2024*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/angola.rst:5
|
||
msgid "Odoo Sign legality in Angola"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/angola.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Angola."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/angola.rst:11
|
||
msgid "Legal framework for electronic signatures in Angola"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/angola.rst:13
|
||
msgid "In Angola, electronic signatures are regulated under the Presidential Decree 312/2018 and Executive Order 74/2019. The law establishes the legal basis for acknowledging electronic records, contracts, and digital signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/angola.rst:21
|
||
msgid "**Certified electronic signature**: digital signature generated using a digital certificate supplied by a qualified provider. In some cases, only the certified electronic signature has legal and juridical validity in Angola. In those cases, simple electronic signatures like the Odoo Signature only work as a proof of the agreement to celebrate the corresponding transaction, which will be submitted to the authority's criteria."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/angola.rst:28
|
||
msgid "How Odoo Sign complies with Angolan regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/angola.rst:30
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Angola by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/angola.rst:58
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Angola:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/angola.rst:69
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Angola, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/argentina.rst:5
|
||
msgid "Odoo Sign legality in Argentina"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/argentina.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Argentina."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/argentina.rst:11
|
||
msgid "Legal framework for electronic signatures in Argentina"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/argentina.rst:13
|
||
msgid "In Argentina, electronic signatures are regulated under the `Digital Signature Law <https://www.argentina.gob.ar/normativa/nacional/70749/actualizacion>`_, and the `Civil and Commercial Code <https://www.wipo.int/wipolex/en/legislation/details/19085>`_. The law governs transactions performed through electronic means and the use of electronic signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/argentina.rst:23
|
||
msgid "**Qualified digital signatures**: the law recognizes electronic signatures supported by digital certificates issued by accredited Certification Service Providers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/argentina.rst:27
|
||
msgid "How Odoo Sign complies with Argentinian regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/argentina.rst:29
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Argentina by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/argentina.rst:57
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Argentina:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/argentina.rst:68
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Argentina, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/australia.rst:5
|
||
msgid "Odoo Sign legality in Australia"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/australia.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Australia."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/australia.rst:11
|
||
msgid "Legal framework for electronic signatures in Australia"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/australia.rst:13
|
||
msgid "In Australia, electronic signatures are regulated under the `Electronic Transactions Act (ETA) <https://www.legislation.gov.au/C2004A00553/latest/text>`_, the `Electronic Transactions Regulations (ETR) <https://www.legislation.wa.gov.au/legislation/prod/filestore.nsf/FileURL/mrdoc_23907.pdf/$FILE/Electronic%20Transactions%20Regulations%202012%20-%20%5B00-a0-04%5D.pdf?OpenElement>`_ and local regulations in each state. The law governs transactions performed through electronic means and the use of electronic signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/australia.rst:25
|
||
msgid "How Odoo Sign complies with Australian regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/australia.rst:27
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Australia by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/australia.rst:55
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Australia:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/australia.rst:66
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Australia, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/australia.rst:72
|
||
#: ../../content/applications/productivity/sign/brazil.rst:77
|
||
#: ../../content/applications/productivity/sign/canada.rst:75
|
||
#: ../../content/applications/productivity/sign/china.rst:72
|
||
#: ../../content/applications/productivity/sign/egypt.rst:72
|
||
#: ../../content/applications/productivity/sign/india.rst:76
|
||
#: ../../content/applications/productivity/sign/indonesia.rst:78
|
||
#: ../../content/applications/productivity/sign/japan.rst:73
|
||
#: ../../content/applications/productivity/sign/mexico.rst:75
|
||
#: ../../content/applications/productivity/sign/russia.rst:77
|
||
#: ../../content/applications/productivity/sign/south_korea.rst:75
|
||
#: ../../content/applications/productivity/sign/united_kingdom.rst:79
|
||
msgid "*Last updated: June 19, 2024*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/azerbaijan.rst:5
|
||
msgid "Odoo Sign legality in Azerbaijan"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/azerbaijan.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Azerbaijan."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/azerbaijan.rst:11
|
||
msgid "Legal framework for electronic signatures in Azerbaijan"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/azerbaijan.rst:13
|
||
msgid "In Azerbaijan, electronic signatures are regulated under the `Law on Electronic Digital Signature <https://cis-legislation.com/document.fwx?rgn=144357>`_. The law establishes the legal basis for acknowledging electronic records, contracts, and digital signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/azerbaijan.rst:22
|
||
msgid "**Digital signature certificate**: digital signature generated using a digital certificate supplied by a qualified provider."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/azerbaijan.rst:26
|
||
msgid "How Odoo Sign complies with Azerbaijani regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/azerbaijan.rst:28
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Azerbaijan by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/azerbaijan.rst:56
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Azerbaijan:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/azerbaijan.rst:67
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Azerbaijan, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/bangladesh.rst:5
|
||
msgid "Odoo Sign legality in Bangladesh"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/bangladesh.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Bangladesh."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/bangladesh.rst:11
|
||
msgid "Legal framework for electronic signatures in Bangladesh"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/bangladesh.rst:13
|
||
msgid "In Bangladesh, electronic signatures are regulated under the `Information and Communication Technology Act <https://samsn.ifj.org/wp-content/uploads/2015/07/Bangladesh-ICT-Act-2006.pdf>`_. The law recognizes the use of electronic documents and electronic signatures for the execution of contracts and other transactions. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/bangladesh.rst:22
|
||
msgid "**Special cases**: some cases require a traditional signature. These requirements can vary on a case-by-case basis, particularly when dealing with public sector entities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/bangladesh.rst:26
|
||
msgid "How Odoo Sign complies with Bangladeshi regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/bangladesh.rst:28
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Bangladesh by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/bangladesh.rst:56
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Bangladesh:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/bangladesh.rst:67
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Bangladesh, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/brazil.rst:5
|
||
msgid "Odoo Sign legality in Brazil"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/brazil.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Brazil."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/brazil.rst:11
|
||
msgid "Legal framework for electronic signatures in Brazil"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/brazil.rst:13
|
||
msgid "In Brazil, electronic signatures are regulated under the `Brazilian Civil Code <https://webfiles-sc1.blackbaud.com/files/support/helpfiles/npoconnect-qa/content/resources/attachments/brazil-law-civil-code-13.777-2018.pdf>`_ and the Provisional Executive Act 2.200-2 (EA 2200) regulations. The law governs transactions performed through electronic means and the use of electronic signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/brazil.rst:22
|
||
msgid "**Infraestrutura de Chaves Públicas Brasileira (ICP-Brazil)**: Brazil maintains its own public key infrastructure (PKI) for digital certificates called “Infraestrutura de Chaves Públicas Brasileira”. These are digital signature certificates or “seals” that serve as proof of identity of an individual for a certain purpose that can be used in special cases to provide additional security. These certificates are issued by Certification Authorities and are required by law for the signature of specific acts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/brazil.rst:30
|
||
msgid "How Odoo Sign complies with Brazilian regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/brazil.rst:32
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Brazil by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/brazil.rst:60
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Brazil:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/brazil.rst:71
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Brazil, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/canada.rst:5
|
||
msgid "Odoo Sign legality in Canada"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/canada.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Canada."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/canada.rst:11
|
||
msgid "Legal framework for electronic signatures in Canada"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/canada.rst:13
|
||
msgid "In Canada, electronic signatures are regulated under the `Personal Information Protection and Electronic Documents Act (PIPEDA) <https://laws-lois.justice.gc.ca/pdf/p-8.6.pdf>`_ and local regulations. The law establishes electronic equivalents to paper-based documents and signatures at the federal level. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/canada.rst:22
|
||
msgid "**Secure electronic signature**: the law recognizes digital signature certificates or “seals” that serve as proof of identity of an individual for a certain purpose that can be used in special cases to provide additional security. These certificates are issued by Certification Authorities and are required by law for the signature of specific acts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/canada.rst:28
|
||
msgid "How Odoo Sign complies with Canadian regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/canada.rst:30
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Canada by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/canada.rst:58
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Canada:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/canada.rst:69
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Canada, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/chile.rst:5
|
||
msgid "Odoo Sign legality in Chile"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/chile.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Chile."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/chile.rst:11
|
||
msgid "Legal framework for electronic signatures in Chile"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/chile.rst:13
|
||
msgid "In Chile, electronic signatures are regulated under the `Law 19.799 on electronic documents, electronic signature and certification services of such signature <https://www.bcn.cl/leychile/navegar?idNorma=196640>`_, `Decree 181/2002 <https://www.bcn.cl/leychile/navegar?idNorma=201668>`_ and `Law No. 21,180, on Digital Transformation of the State <https://www.bcn.cl/leychile/navegar?idNorma=1138479&tipoVersion=0>`_. The law establishes the legal basis for acknowledging electronic records, contracts, and signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/chile.rst:25
|
||
#: ../../content/applications/productivity/sign/hong_kong.rst:21
|
||
msgid "**Certified electronic signatures**: special electronic signature that incorporates certificates issued by a recognized certification authority."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/chile.rst:29
|
||
msgid "How Odoo Sign complies with Chilean regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/chile.rst:31
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Chile by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/chile.rst:59
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Chile:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/chile.rst:70
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Chile, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/china.rst:5
|
||
msgid "Odoo Sign legality in China"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/china.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in China."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/china.rst:11
|
||
msgid "Legal framework for electronic signatures in China"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/china.rst:13
|
||
msgid "In China, electronic signatures are regulated under the Electronic Signature Law (ESL) of the People's Republic of China, enacted in 2005 and amended in 2015. The law provides the foundation for the use and legal recognition of electronic signatures. The key points of the ESL include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/china.rst:21
|
||
msgid "**Certification Authorities (CAs)**: the law recognizes electronic signatures supported by digital certificates issued by accredited Certification Authorities (CAs)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/china.rst:25
|
||
msgid "How Odoo Sign complies with Chinese regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/china.rst:27
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of China by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/china.rst:55
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in China:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/china.rst:66
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of China, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/colombia.rst:5
|
||
msgid "Odoo Sign legality in Colombia"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/colombia.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Colombia."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/colombia.rst:11
|
||
msgid "Legal framework for electronic signatures in Colombia"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/colombia.rst:13
|
||
msgid "In Colombia, electronic signatures are regulated under the `Law 529 of 1999 <https://www.funcionpublica.gov.co/eva/gestornormativo/norma.php?i=4276#:~:text=%E2%80%9CPor%20medio%20de%20la%20cual,y%20se%20dictan%20otras%20disposiciones.%E2%80%9D>`_. The law establishes the legal basis for acknowledging electronic records, contracts, and signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/colombia.rst:21
|
||
msgid "**Certified electronic signatures**: special electronic signature that incorporates certificates issued by a recognized certification authority. In some cases, only the certified electronic signature has legal and juridical validity in Colombia. In those cases, simple electronic signatures like the Odoo Signature only work as a proof of the agreement to celebrate the corresponding transaction, which will be submitted to the authority's criteria."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/colombia.rst:28
|
||
msgid "How Odoo Sign complies with Colombian regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/colombia.rst:30
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Colombia by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/colombia.rst:58
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Colombia:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/colombia.rst:69
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Colombia, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/dominican_republic.rst:5
|
||
msgid "Odoo Sign legality in the Dominican Republic"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/dominican_republic.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in the Dominican Republic."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/dominican_republic.rst:11
|
||
msgid "Legal framework for electronic signatures in the Dominican Republic"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/dominican_republic.rst:13
|
||
msgid "In the Dominican Republic, electronic signatures are regulated under the `Law 126-02 on Electronic Commerce, Documents and Digital Signatures <https://dgii.gov.do/legislacion/leyesTributarias/Documents/Otras%20Leyes%20de%20Inter%C3%A9s/126-02.pdf>`_. The law establishes the legal basis for acknowledging electronic records, contracts, and digital signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/dominican_republic.rst:22
|
||
#: ../../content/applications/productivity/sign/kenya.rst:21
|
||
#: ../../content/applications/productivity/sign/morocco.rst:22
|
||
#: ../../content/applications/productivity/sign/oman.rst:21
|
||
msgid "**Certified electronic signature**: digital signature generated using a digital certificate supplied by a qualified provider."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/dominican_republic.rst:26
|
||
msgid "How Odoo Sign complies with Dominican regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/dominican_republic.rst:28
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of the Dominican Republic by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/dominican_republic.rst:56
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in the Dominican Republic:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/dominican_republic.rst:67
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of the Dominican Republic, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/ecuador.rst:5
|
||
msgid "Odoo Sign legality in Ecuador"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/ecuador.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Ecuador."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/ecuador.rst:11
|
||
msgid "Legal framework for electronic signatures in Ecuador"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/ecuador.rst:13
|
||
msgid "In Ecuador, electronic signatures are regulated under the `Law on Electronic Commerce, Electronic Signatures and Data Messages <https://www.wipo.int/wipolex/en/legislation/details/18942>`_. The law establishes the legal basis for acknowledging electronic records, contracts, and digital signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/ecuador.rst:26
|
||
msgid "How Odoo Sign complies with Ecuadoran regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/ecuador.rst:28
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Ecuador by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/ecuador.rst:56
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Ecuador:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/ecuador.rst:67
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Ecuador, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/egypt.rst:5
|
||
msgid "Odoo Sign legality in Egypt"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/egypt.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Egypt."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/egypt.rst:11
|
||
msgid "Legal framework for electronic signatures in Egypt"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/egypt.rst:13
|
||
msgid "In Egypt, electronic signatures are regulated under the `E-Signature Law <https://www.itida.gov.eg/English/Documents/4.pdf>`_. The law governs transactions performed through electronic means and the use of digital signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/egypt.rst:21
|
||
msgid "**Qualified electronic signatures**: law recognizes special digital signatures certified by a qualified authority. In some cases, this type of signature is mandatory."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/egypt.rst:25
|
||
msgid "How Odoo Sign complies with Egyptian regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/egypt.rst:27
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Egypt by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/egypt.rst:55
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Egypt:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/egypt.rst:66
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Egypt, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/ethiopia.rst:5
|
||
msgid "Odoo Sign legality in Ethiopia"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/ethiopia.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Ethiopia."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/ethiopia.rst:11
|
||
msgid "Legal framework for electronic signatures in Ethiopia"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/ethiopia.rst:13
|
||
msgid "In Ethiopia, electronic signatures are regulated under the `Electronic Signature Proclamation No. 1072/2018 <http://laws.eag.gov.et/Upload/CassationDecisionsDocument/fce05041-f22e-4930-a225-95748dd53c3e.pdf>`_. The law establishes the legal basis for acknowledging electronic records, contracts, and digital signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/ethiopia.rst:21
|
||
msgid "**Certificate electronic signature**: digital signature generated using a digital certificate supplied by a qualified provider."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/ethiopia.rst:25
|
||
msgid "How Odoo Sign complies with Ethiopian regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/ethiopia.rst:27
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Ethiopia by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/ethiopia.rst:55
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Ethiopia:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/ethiopia.rst:66
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Ethiopia, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/germany.rst:5
|
||
msgid "Odoo Sign legality in Germany"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/germany.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Germany."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/germany.rst:11
|
||
msgid "Legal framework for electronic signatures in Germany"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/germany.rst:13
|
||
msgid "In Germany, electronic signatures are regulated under `eIDAS Regulation No. 910/2014 <https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=uriserv%3AOJ.L_.2014.257.01.0073.01.ENG>`_ and the `Trust Services Act <https://www.gesetze-im-internet.de/vdg/BJNR274510017.html>`_. The law establishes the legal basis for acknowledging electronic records, contracts, and digital signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/germany.rst:23
|
||
msgid "**Qualified signature**: there are certain use cases that require a qualified signature issued by a trust service provider."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/germany.rst:27
|
||
msgid "How Odoo Sign complies with German regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/germany.rst:29
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Germany by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/germany.rst:57
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Germany:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/germany.rst:68
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Germany, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/guatemala.rst:5
|
||
msgid "Odoo Sign legality in Guatemala"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/guatemala.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Guatemala."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/guatemala.rst:11
|
||
msgid "Legal framework for electronic signatures in Guatemala"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/guatemala.rst:13
|
||
msgid "In Guatemala, electronic signatures are regulated under the `Electronic Communications and Signatures Law <https://www.rpsc.gob.gt/wp-content/uploads/2021/10/LEY-PARA-EL-RECONOCIMIENTO-DE-LAS-COMUNICACIONES-Y-FIRMAS-ELECTRONICAS-19-11-2020.pdf>`_. The law establishes the legal basis for acknowledging electronic records, contracts, and digital signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/guatemala.rst:21
|
||
msgid "**Certification service providers**: digital signature generated using a digital certificate supplied by a qualified provider."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/guatemala.rst:25
|
||
msgid "How Odoo Sign complies with Guatemalan regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/guatemala.rst:27
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Guatemala by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/guatemala.rst:55
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Guatemala:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/guatemala.rst:66
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Guatemala, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/hong_kong.rst:5
|
||
msgid "Odoo Sign legality in Hong Kong"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/hong_kong.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Hong Kong."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/hong_kong.rst:11
|
||
msgid "Legal framework for electronic signatures in Hong Kong"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/hong_kong.rst:13
|
||
msgid "In Hong Kong, electronic signatures are regulated under the `Electronic Transactions Ordinance <https://www.elegislation.gov.hk/hk/cap553>`_. The law establishes the legal basis for acknowledging electronic records, contracts, and signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/hong_kong.rst:25
|
||
msgid "How Odoo Sign complies with Hong Kong regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/hong_kong.rst:27
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Hong Kong by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/hong_kong.rst:55
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Hong Kong:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/hong_kong.rst:66
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Hong Kong, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/india.rst:5
|
||
msgid "Odoo Sign legality in India"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/india.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in India."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/india.rst:11
|
||
msgid "Legal framework for electronic signatures in India"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/india.rst:13
|
||
msgid "In India, electronic signatures are regulated under the `Information Technology Act (ITA) <https://eprocure.gov.in/cppp/rulesandprocs/kbadqkdlcswfjdelrquehwuxcfmijmuixngudufgbuubgubfugbububjxcgfvsbdihbgfGhdfgFHytyhRtMjk4NzY=>`_, the `Indian Contract Act (ICA) <https://www.indiacode.nic.in/bitstream/123456789/2187/2/A187209.pdf>`_ and the Electronic Signature or Electronic Authentication Technique and Procedure Rules (ESEATPR). The law provides the foundation for the use and legal recognition of electronic signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/india.rst:24
|
||
msgid "**Digital signature certificates**: the law recognizes digital signature certificates that serve as proof of identity of an individual for a certain purpose that can be used in special cases to provide additional security."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/india.rst:29
|
||
msgid "How Odoo Sign complies with Indian regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/india.rst:31
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of India by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/india.rst:59
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in India:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/india.rst:70
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of India, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/indonesia.rst:5
|
||
msgid "Odoo Sign legality in Indonesia"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/indonesia.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Indonesia."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/indonesia.rst:11
|
||
msgid "Legal framework for electronic signatures in Indonesia"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/indonesia.rst:13
|
||
msgid "In Indonesia, electronic signatures are regulated under the `Law of the Republic of Indonesia No. 11 of 2008 on Electronic Information and Transactions <https://www.icnl.org/wp-content/uploads/Indonesia_elec.pdf>`_, Government Regulation No. 71 of 2019 on Organization of Electronic system and Transactions, as well as the Minister of Communications and Informatics (MoCI) Regulation No. 11 of 2018 on Administration of Electronic Certification (\"MoCI Regulation 11 of 2018\"). The law governs transactions performed through electronic means and the use of electronic signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/indonesia.rst:25
|
||
msgid "**Certified e-signatures**: the law recognizes digital signature certificates that serve as proof of identity of an individual for a certain purpose that can be used in special cases to provide additional security. These certificates are issued by Certification Authorities and are required by law for the signature of specific acts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/indonesia.rst:31
|
||
msgid "How Odoo Sign complies with Indonesian regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/indonesia.rst:33
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Indonesia by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/indonesia.rst:61
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Indonesia:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/indonesia.rst:72
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Indonesia, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/iran.rst:5
|
||
msgid "Odoo Sign legality in Iran"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/iran.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Iran."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/iran.rst:11
|
||
msgid "Legal framework for electronic signatures in Iran"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/iran.rst:13
|
||
msgid "In Iran, electronic signatures are regulated under the `Iran Civil Code <https://faolex.fao.org/docs/pdf/ira206827.pdf>`_ and the `Electronic Commerce Act <https://wipolex-res.wipo.int/edocs/lexdocs/laws/en/ir/ir008en.html>`_. The law governs the use of electronic records and signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/iran.rst:24
|
||
msgid "How Odoo Sign complies with Iranian regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/iran.rst:26
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Iran by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/iran.rst:54
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Iran:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/iran.rst:65
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Iran, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/iraq.rst:5
|
||
msgid "Odoo Sign legality in Iraq"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/iraq.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Iraq."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/iraq.rst:11
|
||
msgid "Legal framework for electronic signatures in Iraq"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/iraq.rst:13
|
||
msgid "In Iraq, electronic signatures are regulated under the `Electronic Signature and Electronic transactions Law No. 78 Of 2012 <https://www.itu.int/en/ITU-T/Workshops-and-Seminars/bsg/201712/Documents/2.Halah%20Al-Rubaye.pdf>`_. The law establishes the legal basis for acknowledging electronic records, contracts, and digital signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/iraq.rst:22
|
||
msgid "**Certified electronic signatures**: Special electronic signature that incorporates certificates issued by a recognized certification authority. In some cases, only the certified electronic signature has legal and juridical validity in Iraq. In those cases, simple electronic signatures like the Odoo Signature only work as a proof of the agreement of wills to celebrate the corresponding transaction, which will be submitted to the authority's criteria."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/iraq.rst:29
|
||
msgid "How Odoo Sign complies with Iraqi regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/iraq.rst:31
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Iraq by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/iraq.rst:59
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Iraq:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/iraq.rst:70
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Iraq, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/israel.rst:5
|
||
msgid "Odoo Sign legality in Israel"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/israel.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Israel."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/israel.rst:11
|
||
msgid "Legal framework for electronic signatures in Israel"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/israel.rst:13
|
||
msgid "In Israel, electronic signatures are regulated under the Electronic Signature Law, and various electronic signature regulations. The law governs transactions performed through electronic means and the use of electronic signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/israel.rst:21
|
||
msgid "**Certified electronic signature**: the law recognizes electronic signatures supported by digital certificates issued by Certified Providers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/israel.rst:25
|
||
msgid "How Odoo Sign complies with Israeli regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/israel.rst:27
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Israel by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/israel.rst:55
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Israel:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/israel.rst:66
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Israel, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/japan.rst:5
|
||
msgid "Odoo Sign legality in Japan"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/japan.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Japan."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/japan.rst:11
|
||
msgid "Legal framework for electronic signatures in Japan"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/japan.rst:13
|
||
msgid "In Japan, electronic signatures are regulated under the `Act on Electronic Signatures and Certification Business (E-signature Act) <https://www.cas.go.jp/jp/seisaku/hourei/data/aescb.pdf>`_ published in the official gazette on May 31, 2000. The law provides the foundation for the use and legal recognition of electronic signatures. The key points of the E-signature Act include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/japan.rst:22
|
||
msgid "**Certification Businesses (CBs)**: the law recognizes electronic signatures supported by digital certificates issued by accredited CBs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/japan.rst:26
|
||
msgid "How Odoo Sign complies with Japanese regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/japan.rst:28
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Japan by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/japan.rst:56
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Japan:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/japan.rst:67
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Japan, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/kazakhstan.rst:5
|
||
msgid "Odoo Sign legality in Kazakhstan"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/kazakhstan.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Kazakhstan."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/kazakhstan.rst:11
|
||
msgid "Legal framework for electronic signatures in Kazakhstan"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/kazakhstan.rst:13
|
||
msgid "In Kazakhstan, electronic signatures are regulated under the `Civil Code <https://adilet.zan.kz/eng/docs/K940001000_>`_ and the `Law On Electronic Document and Electronic Digital Signature <https://wipolex-res.wipo.int/edocs/lexdocs/laws/en/kz/kz102en.pdf>`_. The law establishes the legal basis for acknowledging electronic records, contracts, and digital signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/kazakhstan.rst:27
|
||
msgid "How Odoo Sign complies with Kazakhstani regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/kazakhstan.rst:29
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Kazakhstan by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/kazakhstan.rst:57
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Kazakhstan:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/kazakhstan.rst:68
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Kazakhstan, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/kenya.rst:5
|
||
msgid "Odoo Sign legality in Kenya"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/kenya.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Kenya."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/kenya.rst:11
|
||
msgid "Legal framework for electronic signatures in Kenya"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/kenya.rst:13
|
||
msgid "In Kenya, electronic signatures are regulated under the `Information and Communications Act <https://kenyalaw.org/kl/fileadmin/pdfdownloads/Acts/KenyaInformationandCommunicationsAct(No2of1998).pdf>`_. The law establishes the legal basis for acknowledging electronic records, contracts, and digital signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/kenya.rst:25
|
||
msgid "How Odoo Sign complies with Kenyan regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/kenya.rst:27
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Kenya by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/kenya.rst:55
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Kenya:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/kenya.rst:66
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Kenya, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/kuwait.rst:5
|
||
msgid "Odoo Sign legality in Kuwait"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/kuwait.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Kuwait."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/kuwait.rst:11
|
||
msgid "Legal framework for electronic signatures in Kuwait"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/kuwait.rst:13
|
||
msgid "In Kuwait, electronic signatures are regulated under the `Law No.20 of 2014 concerning Electronic Transactions and its Implementing Regulations <https://kdipa.gov.kw/wp-content/uploads/2022/08/%D9%82%D8%A7%D9%86%D9%88%D9%86-%D8%A7%D9%84%D9%85%D8%B9%D8%A7%D9%85%D9%84%D8%A7%D8%AA-%D8%A7%D9%84%D8%A7%D9%84%D9%83%D8%AA%D8%B1%D9%88%D9%86%D9%8A%D8%A9-20-%D9%84%D8%B3%D9%86%D8%A9-2014-%D9%85%D8%AA%D8%B1%D8%AC%D9%85-%D8%A8%D8%A7%D9%84%D9%84%D8%BA%D8%A9-%D8%A7%D9%84%D8%A7%D9%86%D8%AC%D9%84%D9%8A%D8%B2%D9%8A%D8%A9.pdf>`_. The law establishes the legal basis for acknowledging electronic records, contracts, and digital signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/kuwait.rst:24
|
||
msgid "How Odoo Sign complies with Kuwaiti regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/kuwait.rst:26
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Kuwait by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/kuwait.rst:54
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Kuwait:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/kuwait.rst:65
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Kuwait, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/malaysia.rst:5
|
||
msgid "Odoo Sign legality in Malaysia"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/malaysia.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Malaysia."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/malaysia.rst:11
|
||
msgid "Legal framework for electronic signatures in Malaysia"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/malaysia.rst:13
|
||
msgid "In Malaysia, electronic signatures are regulated under the `Digital Signature Act 1997 <http://www.commonlii.org/my/legis/consol_act/dsa1997181/>`_ and the `Electronic Commerce Act 2006 <https://aseanconsumer.org/file/post_image/Act%20658%20-%20Electronic%20Commerce%20Act%202006.pdf>`_. The law governs transactions performed through electronic means and the use of digital signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/malaysia.rst:22
|
||
msgid "**Certified digital signatures**: the law governs the use of digital certificates to provide major security and integrity to digital signatures. In some cases, electronic signatures must be certified by an electronic signature certification authority."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/malaysia.rst:27
|
||
msgid "How Odoo Sign complies with Malaysian regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/malaysia.rst:29
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Malaysia by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/malaysia.rst:57
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Malaysia:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/malaysia.rst:68
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Malaysia, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/mexico.rst:5
|
||
msgid "Odoo Sign legality in Mexico"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/mexico.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Mexico."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/mexico.rst:11
|
||
msgid "Legal framework for electronic signatures in Mexico"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/mexico.rst:13
|
||
msgid "In Mexico, electronic signatures are regulated under the `Mexican Civil Code <https://www.diputados.gob.mx/LeyesBiblio/pdf/CCF.pdf>`_ and the `Commercial Code <http://www.ordenjuridico.gob.mx/Publicaciones/pdf/L222.pdf>`_, as well as the civil codes of each state. The law governs transactions performed through electronic means and the use of electronic signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/mexico.rst:23
|
||
msgid "**NORMA Oficial Mexicana NOM-151-SCFI-2016 (NOM 151)**: establishes the requirements for the conservation of data messages and digitization of documents with full guarantees of integrity. It also establishes the certification and time stamping requirements for certain documents."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/mexico.rst:28
|
||
msgid "How Odoo Sign complies with Mexican regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/mexico.rst:30
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Mexico by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/mexico.rst:58
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Mexico:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/mexico.rst:69
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Mexico, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/morocco.rst:5
|
||
msgid "Odoo Sign legality in Morocco"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/morocco.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Morocco."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/morocco.rst:11
|
||
msgid "Legal framework for electronic signatures in Morocco"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/morocco.rst:13
|
||
msgid "In Morocco, electronic signatures are regulated under the `Law No. 53-05 on Digital Signature <https://tahseen.ae/media/3036/law-on-electronic-exchange-of-legal-data.pdf>`_. The law establishes the legal basis for acknowledging electronic records, contracts, and digital signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/morocco.rst:26
|
||
msgid "How Odoo Sign complies with Moroccan regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/morocco.rst:28
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Morocco by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/morocco.rst:56
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Morocco:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/morocco.rst:67
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Morocco, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/new_zealand.rst:5
|
||
msgid "Odoo Sign legality in New Zealand"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/new_zealand.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in New Zealand."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/new_zealand.rst:11
|
||
msgid "Legal framework for electronic signatures in New Zealand"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/new_zealand.rst:13
|
||
msgid "In New Zealand, electronic signatures are regulated under the `Contract and Commercial Law Act <https://www.legislation.govt.nz/act/public/2017/0005/21.0/DLM6844033.html>`_. The law establishes the legal basis for acknowledging electronic records, contracts, and digital signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/new_zealand.rst:22
|
||
msgid "**Special cases**: in New Zealand, there are certain use cases that require a traditional signature and expressly exclude the use of electronic signatures."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/new_zealand.rst:26
|
||
msgid "How Odoo Sign complies with New Zealand regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/new_zealand.rst:28
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of New Zealand by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/new_zealand.rst:56
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in New Zealand:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/new_zealand.rst:67
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of New Zealand, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/nigeria.rst:5
|
||
msgid "Odoo Sign legality in Nigeria"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/nigeria.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Nigeria."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/nigeria.rst:11
|
||
msgid "Legal framework for electronic signatures in Nigeria"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/nigeria.rst:13
|
||
msgid "In Nigeria, electronic signatures are regulated under the `Nigerian Evidence Act <https://www.refworld.org/legal/legislation/natlegbod/2011/en/104226>`_. The law governs transactions performed through electronic means and the use of digital signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/nigeria.rst:24
|
||
msgid "How Odoo Sign complies with Nigerian regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/nigeria.rst:26
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Nigeria by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/nigeria.rst:54
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Nigeria:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/nigeria.rst:65
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Nigeria, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/norway.rst:5
|
||
msgid "Odoo Sign legality in Norway"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/norway.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Norway."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/norway.rst:11
|
||
msgid "Legal framework for electronic signatures in Norway"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/norway.rst:13
|
||
msgid "In Norway, electronic signatures are regulated under the Act on electronic trust services that incorporates Electronic Identification and Trust Services for Electronic Transactions in the Internal Market (eIDAS) and Regulation No. 910/2014 of the European Parliament and of the Council. The law governs transactions performed through electronic means and the use of electronic signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/norway.rst:23
|
||
msgid "**Qualified trust service providers**: the law recognizes electronic signatures supported by digital certificates issued by Qualified Trust Service Providers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/norway.rst:27
|
||
msgid "How Odoo Sign complies with Norwegian regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/norway.rst:29
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Norway by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/norway.rst:57
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Norway:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/norway.rst:68
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Norway, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/oman.rst:5
|
||
msgid "Odoo Sign legality in Oman"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/oman.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Oman."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/oman.rst:11
|
||
msgid "Legal framework for electronic signatures in Oman"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/oman.rst:13
|
||
msgid "In Oman, electronic signatures are regulated under the Electronic Transactions Law. The law establishes the legal basis for acknowledging electronic records, contracts, and digital signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/oman.rst:25
|
||
msgid "How Odoo Sign complies with Omani regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/oman.rst:27
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Oman by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/oman.rst:55
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Oman:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/oman.rst:66
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Oman, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/pakistan.rst:5
|
||
msgid "Odoo Sign legality in Pakistan"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/pakistan.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Pakistan."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/pakistan.rst:11
|
||
msgid "Legal framework for electronic signatures in Pakistan"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/pakistan.rst:13
|
||
msgid "In Pakistan, electronic signatures are regulated under the `Electronic Transactions Ordinance <https://www.pakistanlaw.com/eto.pdf>`_. The law governs the use of electronic records and signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/pakistan.rst:21
|
||
msgid "**Certified electronic signatures**: special electronic signature that incorporates certificates issued by an accredited certification service provider authorized by the Certification Council as being capable of establishing authenticity and integrity of an electronic document."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/pakistan.rst:26
|
||
msgid "How Odoo Sign complies with Pakistani regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/pakistan.rst:28
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Pakistan by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/pakistan.rst:56
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Pakistan:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/pakistan.rst:67
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Pakistan, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/peru.rst:5
|
||
msgid "Odoo Sign legality in Peru"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/peru.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Peru."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/peru.rst:11
|
||
msgid "Legal framework for electronic signatures in Peru"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/peru.rst:13
|
||
msgid "In Peru, electronic signatures are regulated under the `Peruvian Civil Code, Law 27269 – Law of Digital Signatures and Certificates <https://webfiles-sc1.blackbaud.com/files/support/helpfiles/npoconnect/content/resources/attachments/peru-law-295-civil-code.pdf>`_, `Supreme Decree N° 052-2008-PCM – Regulation of the Law of Digital Signatures and Certificates <https://www.gob.pe/institucion/pcm/normas-legales/292462-052-2008-pcm>`_. The law establishes the legal basis for acknowledging electronic records, contracts, and digital signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/peru.rst:23
|
||
msgid "**Digital signatures generated with the official electronic signature infrastructure**: digital signature generated using a digital certificate supplied by a provider accredited as such by the National Institute for the Defense of Competition and the Protection of Intellectual Property."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/peru.rst:28
|
||
msgid "How Odoo Sign complies with Peruvian regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/peru.rst:30
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Peru by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/peru.rst:58
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Peru:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/peru.rst:69
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Peru, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/philippines.rst:5
|
||
msgid "Odoo Sign legality in the Philippines"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/philippines.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in the Philippines."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/philippines.rst:11
|
||
msgid "Legal framework for electronic signatures in the Philippines"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/philippines.rst:13
|
||
msgid "In the Philippines, electronic signatures are regulated under the `Republic Act No. 8792 <https://www.bsp.gov.ph/PaymentAndSettlement/RA8792.pdf>`_ and the `Electronic Commerce Act <https://pdf.usaid.gov/pdf_docs/pnacn440.pdf>`_. The law governs the use of electronic records and signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/philippines.rst:22
|
||
msgid "**Philippine national public key infrastructure system**: the Philippine government operates an official PKI system known as the Philippine National Public Key Infrastructure. This system requires subscribers to adhere to specific obligations regarding the custody and proper use of digital certificates."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/philippines.rst:28
|
||
msgid "How Odoo Sign complies with Philippine regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/philippines.rst:30
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of the Philippines by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/philippines.rst:58
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in the Philippines:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/philippines.rst:69
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of the Philippines, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/qatar.rst:5
|
||
msgid "Odoo Sign legality in Qatar"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/qatar.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Qatar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/qatar.rst:11
|
||
msgid "Legal framework for electronic signatures in Qatar"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/qatar.rst:13
|
||
msgid "In Qatar, electronic signatures are regulated under the `Electronic Transactions and Commerce Law No. 16 of 2010 <https://cyrilla.org/api/files/158944297524747iagh8c1wf.pdf>`_. The law establishes the legal basis for acknowledging electronic records, contracts, and digital signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/qatar.rst:22
|
||
msgid "**Certification authorities**: digital signature generated using a digital certificate supplied by a certified provider."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/qatar.rst:26
|
||
msgid "How Odoo Sign complies with Qatari regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/qatar.rst:28
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Qatar by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/qatar.rst:56
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Qatar:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/qatar.rst:67
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Qatar, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/russia.rst:5
|
||
msgid "Odoo Sign legality in Russia"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/russia.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Russia."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/russia.rst:11
|
||
msgid "Legal framework for electronic signatures in Russia"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/russia.rst:13
|
||
msgid "In Russia, electronic signatures are regulated under the `Federal Law No. 63-FZ as of 6 April 2011 \"On electronic signature\" <https://afyonluoglu.org/PublicWebFiles/e-imza/int-legislation/Russia-Federal%20Law%20on%20e-Signatures.pdf>`_ and the `Civil Code of the Russian Federation <https://www.wto.org/english/thewto_e/acc_e/rus_e/wtaccrus58_leg_360.pdf>`_. The law provides the foundation for the use and legal recognition of electronic signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/russia.rst:24
|
||
msgid "**Qualified electronic signatures**: the law recognizes digital signature certificates that serve as proof of identity of an individual for a certain purpose that can be used in special cases to provide additional security. These certificates are issued by Certification Authorities and are required by law for the signature of specific acts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/russia.rst:30
|
||
msgid "How Odoo Sign complies with Russian regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/russia.rst:32
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Russia by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/russia.rst:60
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Russia:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/russia.rst:71
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Russia, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/saudi_arabia.rst:5
|
||
msgid "Odoo Sign legality in Saudi Arabia"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/saudi_arabia.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Saudi Arabia."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/saudi_arabia.rst:11
|
||
msgid "Legal framework for electronic signatures in Saudi Arabia"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/saudi_arabia.rst:13
|
||
msgid "In Saudi Arabia, electronic signatures are regulated under the `Electronic Transactions Law <https://www.mcit.gov.sa/sites/default/files/2021-06/la_003_e_e-transactions_act%20%281%29.pdf>`_ and the Regulation No. 1/1429. The law governs transactions performed through electronic means and the use of electronic signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/saudi_arabia.rst:21
|
||
msgid "**Certificate-based digital signatures**: the law recognizes electronic signatures supported by digital certificates issued by accredited Certification Service Provider."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/saudi_arabia.rst:25
|
||
msgid "How Odoo Sign complies with Saudi regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/saudi_arabia.rst:27
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Saudi Arabia by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/saudi_arabia.rst:55
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Saudi Arabia:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/saudi_arabia.rst:66
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Saudi Arabia, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/singapore.rst:5
|
||
msgid "Odoo Sign legality in Singapore"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/singapore.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Singapore."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/singapore.rst:11
|
||
msgid "Legal framework for electronic signatures in Singapore"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/singapore.rst:13
|
||
msgid "In Singapore, electronic signatures are regulated under the `Electronic Transactions Act <https://www.imda.gov.sg/-/media/imda/files/regulation-licensing-and-consultations/acts-regulations/electronic-transactions-act.pdf>`_. The law recognizes the use of electronic documents and electronic signatures for the execution of contracts and other transactions. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/singapore.rst:23
|
||
msgid "How Odoo Sign complies with Singapore regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/singapore.rst:25
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Singapore by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/singapore.rst:53
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Singapore:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/singapore.rst:64
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Singapore, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/south_africa.rst:5
|
||
msgid "Odoo Sign legality in South Africa"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/south_africa.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in South Africa."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/south_africa.rst:11
|
||
msgid "Legal framework for electronic signatures in South Africa"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/south_africa.rst:13
|
||
msgid "In South Africa, electronic signatures are regulated under the `Electronic Communications and Transactions Act <https://www.gov.za/sites/default/files/gcis_document/201409/a25-02.pdf>`_. The law governs transactions performed through electronic means and the use of digital signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/south_africa.rst:22
|
||
msgid "**Advance electronic signatures**: in some cases, electronic signatures must be certified by an electronic signature certification authority."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/south_africa.rst:26
|
||
msgid "How Odoo Sign complies with South African regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/south_africa.rst:28
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of South Africa by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/south_africa.rst:56
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in South Africa:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/south_africa.rst:67
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of South Africa, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/south_korea.rst:5
|
||
msgid "Odoo Sign legality in South Korea"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/south_korea.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in South Korea."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/south_korea.rst:11
|
||
msgid "Legal framework for electronic signatures in South Korea"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/south_korea.rst:13
|
||
msgid "In South Korea, electronic signatures are regulated under the `Digital Signature Act <https://elaw.klri.re.kr/eng_mobile/viewer.do?hseq=61440&type=part&key=28#:~:text=The%20purpose%20of%20this%20Act,infrastructure%20for%20facilitating%20the%20use>`_ and the `Framework Act on Electronic Documents and Transactions of Korea <https://elaw.klri.re.kr/eng_mobile/viewer.do?hseq=61440&type=part&key=28#:~:text=The%20purpose%20of%20this%20Act,infrastructure%20for%20facilitating%20the%20use>`_. The law governs transactions performed through electronic means and the use of electronic signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/south_korea.rst:22
|
||
msgid "**Electronic signature certification services**: the law recognizes digital signature certificates or “seals” that serve as proof of identity of an individual for a certain purpose that can be used in special cases to provide additional security. These certificates are issued by Certification Authorities and are required by law for the signature of specific acts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/south_korea.rst:28
|
||
msgid "How Odoo Sign complies with South Korean regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/south_korea.rst:30
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of South Korea by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/south_korea.rst:58
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in South Korea:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/south_korea.rst:69
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of South Korea, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/switzerland.rst:5
|
||
msgid "Odoo Sign legality in Switzerland"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/switzerland.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Switzerland."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/switzerland.rst:11
|
||
msgid "Legal framework for electronic signatures in Switzerland"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/switzerland.rst:13
|
||
msgid "In Switzerland, electronic signatures are regulated under the `Federal Act on Electronic Signatures <https://www.wipo.int/wipolex/en/legislation/details/20036>`_ and the Swiss Code of Obligations. The law governs transactions performed through electronic means and the use of electronic signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/switzerland.rst:22
|
||
msgid "**Qualified electronic signatures**: the law recognizes electronic signatures supported by digital certificates issued by accredited Certification Service Providers mandatory in some cases."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/switzerland.rst:26
|
||
msgid "How Odoo Sign complies with Swiss regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/switzerland.rst:28
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Switzerland by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/switzerland.rst:56
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Switzerland:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/switzerland.rst:67
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Switzerland, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/thailand.rst:5
|
||
msgid "Odoo Sign legality in Thailand"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/thailand.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Thailand."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/thailand.rst:11
|
||
msgid "Legal framework for electronic signatures in Thailand"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/thailand.rst:13
|
||
msgid "In Thailand, electronic signatures are regulated under the `Electronic Transaction Act B.E. 2544 <https://www.etda.or.th/getattachment/8faa736b-3235-49c8-8b01-d37ff53a9a45/ENG-Version.aspx>`_. The law governs transactions performed through electronic means and the use of digital signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/thailand.rst:23
|
||
msgid "How Odoo Sign complies with Thai regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/thailand.rst:25
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Thailand by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/thailand.rst:53
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Thailand:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/thailand.rst:64
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Thailand, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/turkey.rst:5
|
||
msgid "Odoo Sign legality in Turkey"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/turkey.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Turkey."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/turkey.rst:11
|
||
msgid "Legal framework for electronic signatures in Turkey"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/turkey.rst:13
|
||
msgid "In Turkey, electronic signatures are regulated under the `Electronic Signature Law No.5070 <https://www.mevzuat.gov.tr/MevzuatMetin/1.5.5070.pdf>`_, `Code of Obligations No. 6098 <https://www.wipo.int/wipolex/en/legislation/details/11084>`_, among other secondary regulations. The law governs transactions performed through electronic means and the use of electronic signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/turkey.rst:23
|
||
msgid "**Electronic certificate service provider**: the law recognizes electronic signatures supported by digital certificates issued by accredited Certification Service Provider."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/turkey.rst:27
|
||
msgid "How Odoo Sign complies with Turkish regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/turkey.rst:29
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Turkey by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/turkey.rst:57
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Turkey:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/turkey.rst:68
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Turkey, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/ukraine.rst:5
|
||
msgid "Odoo Sign legality in Ukraine"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/ukraine.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Ukraine."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/ukraine.rst:11
|
||
msgid "Legal framework for electronic signatures in Ukraine"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/ukraine.rst:13
|
||
msgid "In Ukraine, electronic signatures are regulated under the Law of Ukraine No. 852-IV \"On Electronic Digital Signature. The law establishes the legal basis for acknowledging electronic records, contracts, and digital signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/ukraine.rst:25
|
||
msgid "How Odoo Sign complies with Ukrainian regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/ukraine.rst:27
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Ukraine by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/ukraine.rst:55
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Ukraine:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/ukraine.rst:66
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Ukraine, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:5
|
||
msgid "Odoo Sign legality in the United Arab Emirates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in the United Arab Emirates."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:11
|
||
msgid "Legal framework for electronic signatures in the United Arab Emirates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:13
|
||
msgid "In the United Arab Emirates, electronic signatures are regulated under the `Federal Decree by Law No. 46 of 2021 on Electronic Transactions and Trust Services <https://tdra.gov.ae/-/media/About/Others/FEDERAL-DECREELAW-NO-46-OF-2021--English.ashx#:~:text=This%20Decree%2DLaw%20aims%20to,Electronic%20Transactions%20across%20all%20sectors.>`_, `ADGM Electronic Transactions Regulations 202 <https://adgmen.thomsonreuters.com/sites/default/files/net_file_store/ADGM1547_23197_VER2021.pdf>`_, `DIFC Law No. 2 of 2017 <https://www.difc.ae/business/laws-and-regulations/legal-database/difc-laws/electronic-transactions-law-difc-law-no-2-2017>`_. The law governs transactions performed through electronic means and the use of digital signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:24
|
||
msgid "**Qualified electronic signature**: the law recognizes electronic signatures supported by digital certificates issued by a qualified trust service provider."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:28
|
||
msgid "How Odoo Sign complies with Emirati regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:30
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of the United Arab Emirates by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:58
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in the United Arab Emirates:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:69
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of the United Arab Emirates, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/united_kingdom.rst:5
|
||
msgid "Odoo Sign legality in the United Kingdom"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/united_kingdom.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in the United Kingdom."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/united_kingdom.rst:11
|
||
msgid "Legal framework for electronic signatures in the United Kingdom"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/united_kingdom.rst:13
|
||
msgid "In the United Kingdom, electronic signatures are regulated under Electronic Communications Act (ECA), and the `UK version <https://ico.org.uk/for-organisations/guide-to-eidas/>`_ of Regulation (EU) No 910/2014 of the European Parliament and of the Council of 23 July 2014 on electronic identification and trust services for electronic transactions in the internal market (eIDAS) as amended by the `Electronic Identification and Trust Services for Electronic Transactions <https://www.legislation.gov.uk/uksi/2019/89/made>`_ (Amendment) (EU Exit) Regulations 2019 (SI 2019/89) (the “UK eIDAS Regulation”). The law provides the foundation for the use and legal recognition of electronic signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/united_kingdom.rst:26
|
||
msgid "**Digital signature certificates**: the law recognizes digital signature certificates that serve as proof of identity of an individual for a certain purpose that can be used in special cases to provide additional security. These certificates are issued by Certification Authorities and are required by law for the signature of specific acts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/united_kingdom.rst:32
|
||
msgid "How Odoo Sign complies with the United Kingdom regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/united_kingdom.rst:34
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of the United Kingdom by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/united_kingdom.rst:62
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in the United Kingdom:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/united_kingdom.rst:73
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of the United Kingdom, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/uzbekistan.rst:5
|
||
msgid "Odoo Sign legality in Uzbekistan"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/uzbekistan.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Uzbekistan."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/uzbekistan.rst:11
|
||
msgid "Legal framework for electronic signatures in Uzbekistan"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/uzbekistan.rst:13
|
||
msgid "In Uzbekistan, electronic signatures are regulated under the `Law On Electronic Digital Signature <https://cis-legislation.com/document.fwx?rgn=144357>`_. The law establishes the legal basis for acknowledging electronic records, contracts, and digital signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/uzbekistan.rst:22
|
||
msgid "**Electronic digital signature keys**: digital signature generated using a digital certificate supplied by a qualified provider."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/uzbekistan.rst:26
|
||
msgid "How Odoo Sign complies with Uzbekistani regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/uzbekistan.rst:28
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Uzbekistan by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/uzbekistan.rst:56
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Uzbekistan:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/uzbekistan.rst:67
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Uzbekistan, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/vietnam.rst:5
|
||
msgid "Odoo Sign legality in Vietnam"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/vietnam.rst:7
|
||
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Vietnam."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/vietnam.rst:11
|
||
msgid "Legal framework for electronic signatures in Vietnam"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/vietnam.rst:13
|
||
msgid "In Vietnam, electronic signatures are regulated under the `Civil Code No. 91/2015/QH132015 <https://www.wipo.int/wipolex/en/legislation/details/17200>`_, the `Law on E-Transactions No. 51/2005/QH11 <https://www.wto.org/english/thewto_e/acc_e/vnm_e/wtaccvnm43_leg_5.pdf>`_. The law governs transactions performed through electronic means and the use of digital signatures. The key points of the law include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/vietnam.rst:23
|
||
msgid "**Certified electronic signatures**: the law regulates the use of digital certificates that guarantee security and integrity of the signature. In some cases, electronic signatures must be certified by an electronic signature certification service provide"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/vietnam.rst:28
|
||
msgid "How Odoo Sign complies with Vietnamese regulations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/vietnam.rst:30
|
||
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Vietnam by incorporating the following features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/vietnam.rst:58
|
||
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Vietnam:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign/vietnam.rst:69
|
||
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Vietnam, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet.rst:7
|
||
msgid "Spreadsheet"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet.rst:18
|
||
msgid "**Odoo Spreadsheet** allows you to organize, manipulate, analyze, and visualize data. It offers similar functionality to other spreadsheet solutions with the added benefit of integrating directly with your Odoo database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet.rst:22
|
||
msgid "With Odoo Spreadsheet, you can:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet.rst:24
|
||
msgid ":ref:`create spreadsheets <spreadsheet/get-started/create-spreadsheet>` or :ref:`upload files <spreadsheet/get-started/upload-files>` and open them as Odoo spreadsheets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet.rst:26
|
||
msgid ":ref:`create and use templates <spreadsheet/get-started/templates>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet.rst:27
|
||
msgid ":doc:`use functions, including Odoo-specific functions <spreadsheet/work_with_data/functions>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet.rst:28
|
||
msgid ":doc:`insert and link to Odoo data <spreadsheet/insert>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet.rst:29
|
||
msgid ":doc:`create and use dynamic pivot tables <spreadsheet/work_with_data/dynamic_pivot_tables>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet.rst:30
|
||
msgid "filter data across multiple Odoo data sources using :doc:`global filters <spreadsheet/work_with_data/global_filters>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet.rst:32
|
||
msgid "visualize data using :doc:`charts <spreadsheet/visualize_data/charts>` and :doc:`formatting <spreadsheet/visualize_data/conditional_formatting>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet.rst:34
|
||
msgid ":doc:`share files internally and externally <spreadsheet/share_collaborate>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet.rst:36
|
||
msgid "The Spreadsheet module is part of **Odoo Documents**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet.rst:39
|
||
msgid "Within a spreadsheet, opening the command palette, using the :doc:`keyboard shortcut <../essentials/keyboard_shortcuts>` `Ctrl` + `K` or `Command` + `K`, allows you to browse and execute spreadsheet commands via the keyboard, without having to navigate menus."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet.rst:44
|
||
msgid "Odoo spreadsheets serve as the foundation for the :doc:`dashboards available in Odoo Dashboards <dashboards>`. On a dashboard, charts and data tables are used to display dynamic Odoo data and provide an overview of key business metrics."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet.rst:48
|
||
msgid ":ref:`Standard, pre-configured dashboards <dashboards/standard>` can be :ref:`customized <build_and_customize_dashboards/customize>` by editing the dashboard's underlying spreadsheet via Dashboards. :ref:`Custom dashboards <build_and_customize_dashboards/build>` can also be created from scratch, starting from an Odoo spreadsheet; any subsequent :ref:`modifications <build_and_customize_dashboards/customize>` are performed via Dashboards."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:3
|
||
msgid "Get started"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:8
|
||
msgid "Create a new spreadsheet"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:10
|
||
msgid "To create a new spreadsheet:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:12
|
||
msgid "Open Odoo Documents and navigate to the section or folder in which the spreadsheet should be created."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:14
|
||
msgid "Click :guilabel:`New` and select :guilabel:`Spreadsheet`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:17
|
||
msgid "Alternatively, from the :icon:`fa-folder-o` :guilabel:`All` folder, click :guilabel:`New` and select :guilabel:`Spreadsheet`, then select in which :guilabel:`Folder` the spreadsheet should be created."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:21
|
||
msgid "Click :guilabel:`Blank spreadsheet` or, to create a new spreadsheet using an existing :ref:`template <spreadsheet/get-started/templates>`, select the relevant template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:23
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:258
|
||
msgid "Click :guilabel:`Create`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:24
|
||
msgid "Click on `Untitled spreadsheet` at the top of the screen to edit the name of the spreadsheet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:27
|
||
msgid "It is also possible to create a new spreadsheet by:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:29
|
||
msgid "clicking :menuselection:`File -->` :icon:`os-clear-and-reload` :menuselection:`New` from the menu bar of an open spreadsheet; or"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:31
|
||
msgid ":doc:`inserting a list, pivot table, or chart from another Odoo app <insert>` into a new spreadsheet directly from the app in question."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:34
|
||
msgid "In these cases, the new spreadsheet is saved in Odoo Documents in the :icon:`fa-hdd-o` :guilabel:`My Drive` personal folder."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:42
|
||
msgid "Spreadsheet templates allow you to quickly create spreadsheets without starting from scratch. For example, you could create a template for a monthly budget report or a quarterly sales commission report."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:47
|
||
msgid "Templates are available to all users on the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:52
|
||
msgid "Create a template"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:54
|
||
msgid "Any spreadsheet can be saved as a template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:56
|
||
msgid "To create a template:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:58
|
||
msgid "Open the relevant spreadsheet or :ref:`create a new one <spreadsheet/get-started/create-spreadsheet>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:60
|
||
msgid "From the menu bar, click :menuselection:`File -->` :icon:`os-save` :menuselection:`Save as template`. Modify the default :guilabel:`Template Name` if needed and click :guilabel:`Confirm`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:64
|
||
msgid "Once a spreadsheet is saved as a template, any further changes to the open spreadsheet are saved only in that spreadsheet. To make changes to the template, you need to :ref:`edit the template <spreadsheet/get-started/templates-manage>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:68
|
||
msgid "You can also create a template by :ref:`making a copy of an existing template and editing it <spreadsheet/get-started/templates-manage>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:74
|
||
msgid "Use templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:76
|
||
msgid "To create a new spreadsheet using a template, open the Documents app and click :menuselection:`New --> Spreadsheet`. Select the relevant template and click :guilabel:`Create`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:79
|
||
msgid "Alternatively, go to :menuselection:`Documents --> Configuration --> Spreadsheet Templates` then, on the line of the relevant template, click :icon:`fa-plus` :guilabel:`New spreadsheet`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:83
|
||
msgid "By default, the new spreadsheet inherits the name of the template, which is shown at the top of the screen. To rename the spreadsheet, click the name and edit it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:89
|
||
msgid "Manage and edit templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:91
|
||
msgid "Manage templates by going to :menuselection:`Documents --> Configuration --> Spreadsheet Templates`. Remove the :guilabel:`My Templates` :ref:`filter <search/preconfigured-filters>` to view all templates in the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:95
|
||
msgid "Various actions are possible:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:97
|
||
msgid "Copy an existing template by clicking :icon:`fa-clone` :guilabel:`Make a copy` at the right of the screen. The new template appears at the bottom of the list. Click the :guilabel:`Name` to edit it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:101
|
||
msgid "Edit an existing template (including one you just copied) by clicking :icon:`fa-pencil` :guilabel:`Edit`, then making the required changes. Modifications are automatically saved."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:105
|
||
msgid "Delete a template by ticking the checkbox next to it, clicking :icon:`fa-cog` :guilabel:`Actions`, then :guilabel:`Delete`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:111
|
||
msgid "Upload files"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:113
|
||
msgid "Files in `.xlsx` or `.csv` format can be uploaded into Odoo Documents and opened with Odoo Spreadsheet. To do so:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:116
|
||
msgid "Open Odoo Documents and navigate to the section or folder where the spreadsheet should be saved."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:117
|
||
msgid "Click :guilabel:`New` and select :guilabel:`Upload`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:118
|
||
msgid "Select the relevant `.xlsx` or `.csv` file and click :guilabel:`Open`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:119
|
||
msgid "Click on the uploaded file."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:120
|
||
msgid "By default, the original file is deleted when it is opened with Odoo Spreadsheet. To preserve the original file in the same folder in Odoo Documents, disable :guilabel:`Send source file to trash`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:123
|
||
msgid "Click :guilabel:`Open with Odoo Spreadsheet`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:125
|
||
msgid "The file can now be fully edited in Odoo Spreadsheet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:130
|
||
msgid "Manage spreadsheets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:132
|
||
msgid "Users with :guilabel:`Editor` rights to a specific spreadsheet have various options for managing the spreadsheet via the :guilabel:`File` menu:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:135
|
||
msgid ":icon:`os-copy-file` :guilabel:`Make a copy`: creates a duplicate of the current spreadsheet with the same :ref:`regional settings <spreadsheet/get-started/manage-spreadsheets-locale>` (or locale)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:138
|
||
msgid ":icon:`fa-share-alt` :guilabel:`Share`: allows you to configure access rights to the spreadsheet and :guilabel:`Share` it with specific users or copy a shareable link. For a spreadsheet containing dynamic Odoo data that needs to be shared with a user who does not have the appropriate access rights to the data, it is possible to :guilabel:`Freeze and share` the spreadsheet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:145
|
||
msgid ":ref:`Access and sharing <spreadsheet/collaboration/access-sharing>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:147
|
||
msgid ":icon:`fa-download` :guilabel:`Download`: downloads the spreadsheet in `.xlsx` format."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:150
|
||
msgid "When you download a spreadsheet in `.xlsx` format, any spreadsheet formulas that retrieve Odoo data from your database, e.g., via an :doc:`inserted list <insert>` or via other :doc:`Odoo-specific functions <work_with_data/functions>`, are converted to the values they would have returned at the moment the spreadsheet was downloaded."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:156
|
||
msgid "Users with :guilabel:`Viewer` rights can also download a spreadsheet in `.xlsx` format."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:158
|
||
msgid ":icon:`fa-print` :guilabel:`Print`: prints a copy of the spreadsheet on a connected printer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:159
|
||
msgid ":icon:`os-save` :guilabel:`Save as template`: allows the current spreadsheet to be used as a :ref:`template <spreadsheet/get-started/templates>` for future spreadsheets."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:161
|
||
msgid ":icon:`fa-trash` :guilabel:`Move to trash`: moves the spreadsheet to the trash folder of the Documents app"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:165
|
||
msgid "Items in the trash folder are permanently deleted after 30 days."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:167
|
||
msgid ":icon:`os-add-to-dashboard` :guilabel:`Add to dashboard`: :ref:`converts <spreadsheet/get-started/convert-to-dashboard>` the current spreadsheet into an :doc:`Odoo dashboard <../dashboards>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:170
|
||
msgid ":icon:`os-version-history` :guilabel:`See version history`: provides read-only :ref:`access to previous versions <spreadsheet/get-started/manage-spreadsheets-versioning>` of the current spreadsheet, which can be named and restored if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:173
|
||
msgid ":icon:`os-cog` :guilabel:`Settings`: allows you to view and change the :ref:`locale <spreadsheet/get-started/manage-spreadsheets-locale>` of the current spreadsheet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:181
|
||
msgid "Odoo Spreadsheet automatically saves versions of spreadsheets as changes are made, allowing users with :guilabel:`Editor` rights to browse and restore previous versions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:184
|
||
msgid "To access the version history of a spreadsheet, click :menuselection:`File -->` :icon:`os-version-history` :menuselection:`See version history` from the menu bar. Saved versions appear in a panel on the right of the spreadsheet. The name of the user who made the change is shown, as well as the date and time of the change."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:189
|
||
msgid "The following actions are possible:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:191
|
||
msgid "**View an earlier version** in read-only format by clicking on the relevant version."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:192
|
||
msgid "**Restore an earlier version** by clicking :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` then :guilabel:`Restore this version`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:194
|
||
msgid "**Copy an earlier version** by clicking :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` then :menuselection:`Make a copy`. A copy of the version opens as a new spreadsheet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:196
|
||
msgid "**Create named versions** by clicking on the date and time of the relevant version and entering the desired name. The date and time of the version are then displayed below the new name."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:200
|
||
msgid "When viewing an earlier, read-only version of a spreadsheet, the following actions are still possible:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:203
|
||
msgid "Search the spreadsheet by clicking :menuselection:`Edit -->` :icon:`fa-search` :menuselection:`Find and replace` or using the shortcut `Ctrl` + `H`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:205
|
||
msgid "Copy an individual cell or selected area by clicking :menuselection:`Edit -->` :icon:`fa-clipboard` :menuselection:`Copy` or using the shortcut `Ctrl` + `C`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:211
|
||
msgid "Regional settings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:213
|
||
msgid "To ensure data is displayed consistently for all users, the regional settings (or locale) of a spreadsheet, are managed at spreadsheet level. This locale affects the following settings and formats:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:217
|
||
msgid "thousand and decimal separators"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:218
|
||
msgid "date and time formats"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:219
|
||
msgid "first day of the week"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:221
|
||
msgid "By default, a new spreadsheet inherits the regional settings of the user who created it. For example, any spreadsheets created by a user whose language is set to :guilabel:`French (BE) / Français (BE)` will follow Belgian French conventions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:225
|
||
msgid "A spreadsheet's locale can be viewed and changed at any time by a user with :guilabel:`Editor` rights. To view the locale of a spreadsheet, click :menuselection:`File -->` :icon:`os-cog` :menuselection:`Settings` from the menu bar. The :guilabel:`Spreadsheet settings` panel opens on the right of the spreadsheet. To change the locale, select the appropriate locale from the dropdown."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:231
|
||
msgid "When you open a spreadsheet that has a different locale to that of your user profile, a blue :icon:`fa-globe` :guilabel:`(globe)` icon appears at the top right of the spreadsheet. Hovering over the icon reveals a warning message that indicates the spreadsheet locale and highlights formats that differ."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:-1
|
||
msgid "Warning about difference between user and spreadsheet locale"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:239
|
||
msgid "If no :icon:`fa-globe` :guilabel:`(globe)` icon is shown, this means the spreadsheet's locale is the same as that of your user profile."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:245
|
||
msgid "Convert a spreadsheet into a dashboard"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:247
|
||
msgid "A user with the appropriate :ref:`access rights <access-rights/groups>` can convert an Odoo spreadsheet into a dashboard that is then accessible via :doc:`Odoo Dashboards <../../../applications/productivity/dashboards>`. To do so:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:251
|
||
msgid "Click :menuselection:`File -->` :icon:`os-add-to-dashboard` :menuselection:`Add to dashboard` from the menu bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:253
|
||
msgid "Enter the :guilabel:`Dashboard Name`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:254
|
||
msgid "Select the relevant :guilabel:`Dashboard Section` from the dropdown or, to create a new dashboard section, type the name of the new section, then click :guilabel:`Create`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:256
|
||
msgid "If necessary, modify the :guilabel:`Access Groups` to determine which :ref:`user groups <dashboards/access-and-sharing>` can access the dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:261
|
||
msgid "By default, the first tab of the spreadsheet serves as the front end of the dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:262
|
||
msgid "It is also possible to convert a spreadsheet to a dashboard from within the :ref:`Dashboard configuration settings <dashboards/configuration>`, by directly adding the spreadsheet to an existing or new dashboard section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/get_started.rst:265
|
||
msgid "After a spreadsheet has been converted to a dashboard, it is deleted from Odoo Documents. Any subsequent :ref:`modifications <build_and_customize_dashboards/customize>` need to be made via Odoo Dashboards."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:3
|
||
msgid "Insert and link to Odoo data"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:5
|
||
msgid "Several elements from your Odoo database can be inserted into an Odoo spreadsheet, namely:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:7
|
||
msgid "lists, i.e., data from a :ref:`list view <studio/views/multiple-records/list>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:8
|
||
msgid "pivot tables, i.e., data from a :ref:`pivot view <studio/views/reporting/pivot>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:9
|
||
msgid "charts, i.e., data from a :ref:`graph view <studio/views/reporting/graph>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:12
|
||
msgid "Lists, pivot tables, and charts from different apps and models can be inserted into the same spreadsheet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:15
|
||
msgid "Each time a list, pivot table, or chart is inserted, a :ref:`data source <spreadsheet/insert/data-sources>` is created. This data source connects the spreadsheet to your Odoo database, retrieving up-to-date information every time the spreadsheet is opened, the browser page is reloaded, or data is manually refreshed by clicking :menuselection:`Data -->` :icon:`os-refresh-data` :menuselection:`Refresh all data` from the menu bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:21
|
||
msgid ":ref:`Inserted lists <spreadsheet/insert/list>` and :ref:`inserted pivot tables <spreadsheet/insert/pivot-table>` use formulas with Odoo-specific :ref:`list functions <spreadsheet/insert/list-functions>` and :ref:`pivot table functions <spreadsheet/insert/pivot-table-functions-static>` to retrieve data from your database and can be further manipulated in the spreadsheet. Certain elements of :ref:`inserted charts <spreadsheet/insert/chart>` can be modified, but no data manipulation or computation is possible."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:29
|
||
msgid "If you intend to use :doc:`global filters <work_with_data/global_filters>` to dynamically filter Odoo data in a spreadsheet or dashboard, do not use the same conditions to establish the initial list, pivot table, or chart in your database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:33
|
||
msgid "It is also possible to:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:35
|
||
msgid ":ref:`add clickable links <spreadsheet/insert/clickable-links>` to Odoo menu items, to other sheets of the same spreadsheet, or to external URLs"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:37
|
||
msgid ":ref:`insert financial data <spreadsheet/insert/financial-data>` from your Odoo database using Odoo-specific spreadsheet :doc:`functions <work_with_data/functions>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:39
|
||
msgid "paste data from another Odoo spreadsheet, Excel spreadsheet, or Google Sheet directly into any Odoo spreadsheet"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:45
|
||
msgid "Data sources"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:47
|
||
msgid "Data sources, which are created each time a :ref:`list <spreadsheet/insert/list>`, :ref:`pivot table <spreadsheet/insert/pivot-table>`, or :ref:`chart <spreadsheet/insert/chart>` is inserted into an Odoo spreadsheet, connect the spreadsheet and the relevant :doc:`model <../../studio/models_modules_apps>` in your database, ensuring the data stays up-to-date and allowing you to :ref:`access the underlying data <spreadsheet/insert/accessing-data>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:53
|
||
msgid "Each data source is defined by properties that can be accessed via the :guilabel:`Data` menu. Data sources are identified by their respective :icon:`oi-view-pivot` :guilabel:`(pivot table)`, :icon:`oi-view-list` :guilabel:`(list)` or :icon:`fa-bar-chart` :guilabel:`(chart)` icon, followed by their ID and name, e.g., :icon:`oi-view-pivot` *(#1) Sales Analysis by Product*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:-1
|
||
msgid "Data sources listed in Data menu"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:61
|
||
msgid "Clicking on a data source opens the related properties in a panel on the right of the spreadsheet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:64
|
||
msgid "The properties panel can also be opened by right-clicking any cell of an inserted list or pivot table, then clicking :icon:`oi-view-list` :guilabel:`See list properties` or :icon:`oi-view-pivot` :guilabel:`See pivot properties`, or by clicking the :icon:`fa-bars` :guilabel:`(menu)` icon at the top right of an inserted chart, then clicking :icon:`fa-pencil-square-o` :guilabel:`Edit`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:69
|
||
msgid "Once the properties of a specific data source are open, they remain open even when navigating between spreadsheet tabs. To close the properties panel, click the :icon:`fa-times` :guilabel:`(close)` icon at the top right of the panel."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:72
|
||
msgid "Click :icon:`fa-thumb-tack` :guilabel:`(pin)` at the top of the properties panel to allow another panel, such as the :doc:`global filters <work_with_data/global_filters>` panel, to open beside it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:77
|
||
msgid "Deleting an inserted list or pivot table, or deleting the sheet into which it was inserted, does not delete the underlying data source. The data source of an inserted list or pivot table can only be deleted via the data source's properties."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:81
|
||
msgid "A warning in the :guilabel:`Data` menu identifies any data sources for which the corresponding list or pivot table no longer appears in the spreadsheet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:-1
|
||
msgid "Warning message about unused list"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:87
|
||
msgid "Deleting an inserted chart, on the other hand, also deletes the underlying data source."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:92
|
||
msgid "Accessing underlying data"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:94
|
||
msgid "The underlying data of an inserted list, pivot table, or chart can be accessed at any time. To view:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:96
|
||
msgid "an individual record of an **inserted list**, right-click any cell of the relevant row, then select :icon:`fa-eye` :guilabel:`See record`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:98
|
||
msgid "a list of records referenced by an individual cell of an **inserted pivot table**, right-click the cell, then select :icon:`fa-eye` :guilabel:`See records`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:100
|
||
msgid "a list of records represented by a data point of an **inserted chart**, click the data point."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:103
|
||
msgid "Use the middle mouse button or `Ctrl` + left-click (Microsoft/Linux), or `Command` + left-click (Mac OS) to open the results in a new browser tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:106
|
||
msgid "To return to the spreadsheet after viewing the underlying data, click the name of the spreadsheet in the breadcrumbs at the top of the page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:112
|
||
msgid "Insert a list"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:115
|
||
msgid "Before inserting a list in a spreadsheet, ensure the list is tailored to your needs. Consider which fields should be visible as well as how the records are filtered and/or sorted. This can impact both the loading time and the user-friendliness of your spreadsheet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:119
|
||
msgid "To insert a list:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:121
|
||
msgid "With the relevant list view open in your database, click the :icon:`fa-cog` :guilabel:`(Actions)` icon beside the name of the view, then :menuselection:`Spreadsheet -->` :icon:`oi-view-list` :menuselection:`Insert list in spreadsheet`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:126
|
||
msgid "To insert only specific records, select the relevant records, click the :icon:`fa-cog` :guilabel:`Actions` button that appears at the top center of the screen, then :icon:`oi-view-list` :guilabel:`Insert in spreadsheet`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:130
|
||
msgid "In the window that opens, edit the :guilabel:`Name of the list` if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:132
|
||
msgid "The list name is used in the sheet name and in the :ref:`list properties <spreadsheet/insert/list-properties>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:0
|
||
msgid "Inserting a list in a spreadsheet"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:138
|
||
msgid "Edit the number of records, i.e., rows, to be inserted if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:140
|
||
msgid "By default, the number shown is the number of records visible on the first page of the list. For example, if the list contains 150 records but only 80 are visible, this field will show 80."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:144
|
||
msgid "While the data in your list is kept up to date thanks to the connection to your database, an inserted list will not automatically expand to accommodate new records, e.g., a new product category or a new salesperson."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:148
|
||
msgid "If you anticipate new records being added, consider adding extra rows when inserting the list. Records/rows can also be :ref:`added manually <spreadsheet/insert/list-add-records>` after the spreadsheet has been inserted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:153
|
||
msgid "Your company currently has ten product categories and you insert this list in a spreadsheet. If an 11th product category is created and your inserted list only had ten rows, the new category will be inserted in the appropriate position in the spreadsheet, thereby removing an existing category."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:158
|
||
msgid "One way to avoid this is to :ref:`add extra rows <spreadsheet/insert/list-add-records>` when inserting the list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:161
|
||
msgid "Click :guilabel:`Blank spreadsheet` to create a new spreadsheet, or select in which existing spreadsheet the list should be inserted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:165
|
||
msgid "When inserting a list into a new spreadsheet, the spreadsheet is saved in the **Odoo Documents** app in the :icon:`fa-hdd-o` :guilabel:`My Drive` personal folder."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:168
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:393
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:565
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:631
|
||
msgid "Click :guilabel:`Confirm`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:170
|
||
msgid "The list is inserted into a new sheet in the spreadsheet. The sheet tab in the bottom bar shows the name of the list followed by the list ID, e.g., *Quotations by Total (List #1)*. A panel on the right side of the screen shows the :ref:`list properties <spreadsheet/insert/list-properties>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:175
|
||
msgid "To sever the link between an inserted list and your database, select the entire list, right-click and select :icon:`fa-clipboard` :guilabel:`Copy` then right-click again and select :menuselection:`Paste special --> Paste as value`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:178
|
||
msgid "Do not modify the list ID in the sheet name, as the inserted list retains this ID for the lifetime of the spreadsheet. This list ID is used in the :ref:`spreadsheet functions <spreadsheet/insert/list-functions>` that retrieve data from your database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:185
|
||
msgid "List functions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:187
|
||
msgid "When a list is inserted into a spreadsheet, the following :doc:`functions <work_with_data/functions>` are used to retrieve the header and field values, respectively:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:195
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:78
|
||
msgid "The arguments of the function are as follows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:197
|
||
msgid "`list_id`: the ID assigned when the list is inserted. The first list inserted into a spreadsheet is assigned list ID `1`, the second, list ID `2`, etc."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:199
|
||
msgid "`index`: identifies the line on which the record appeared in the list before insertion. The first line has an index of `1`, the second an index of `2`, etc."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:201
|
||
msgid "`field_name`: the technical name of the field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:204
|
||
msgid "Clicking on an individual cell displays the related formula, if relevant, in the formula bar. To display all the formulas of a spreadsheet at the same time, click :menuselection:`View -->` :icon:`fa-eye` :menuselection:`Show --> Formulas` on the menu bar. The example below shows the functions used to retrieve list headers and values."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:0
|
||
msgid "Viewing formulas of spreadsheet cells"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:215
|
||
msgid "List properties"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:217
|
||
msgid "The list properties appear on the right side of the screen when a list is inserted. They can be accessed at any time via the :guilabel:`Data` menu by clicking the relevant list, as prefaced by the :icon:`oi-view-list` :guilabel:`(list)` icon, or by right-clicking anywhere on the list and clicking :icon:`oi-view-list` :guilabel:`See list properties`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:222
|
||
msgid "The following list properties are shown, some of which can be edited:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:224
|
||
msgid ":guilabel:`List #`: the list ID. List IDs are assigned sequentially as additional lists are inserted into the spreadsheet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:226
|
||
msgid ":guilabel:`List Name`: the name of the list. Edit this if needed. Note that editing the list name in the list properties does not modify the list name shown in the sheet name, and vice versa."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:228
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:460
|
||
msgid ":guilabel:`Model`: the model from which the data has been extracted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:229
|
||
msgid ":guilabel:`Columns`: the fields of the model that were visible when the list was inserted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:230
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:476
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:70
|
||
msgid ":guilabel:`Domain`: the rules used to determine which records are shown. Click :ref:`Edit domain <search/custom-filters>` to add or edit rules."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:234
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:480
|
||
msgid "When :doc:`global filters <work_with_data/global_filters>` are used, this domain is combined with the selected values of the global filter before the data is loaded into the spreadsheet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:237
|
||
msgid ":guilabel:`Sorting`: how the data is sorted, if applicable. To add a sorting rule, click :guilabel:`Add`, select the field, then choose whether sorting should be :guilabel:`Ascending` or :guilabel:`Descending`. Delete a sorting rule by clicking the :icon:`fa-times` :guilabel:`(delete)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:242
|
||
msgid "To :ref:`duplicate <spreadsheet/insert/list-duplicate>` or :ref:`delete <spreadsheet/insert/list-delete>` a list's data source, click the :icon:`fa-cog` :guilabel:`(gear)` icon, then click :icon:`fa-clone` :guilabel:`Duplicate` or :icon:`fa-trash` :guilabel:`Delete` as relevant."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:250
|
||
msgid "Manage an inserted list"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:252
|
||
msgid "After a list from an Odoo database has been inserted into an Odoo spreadsheet, you can:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:254
|
||
msgid ":ref:`add records <spreadsheet/insert/list-add-records>`, i.e., rows"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:255
|
||
msgid ":ref:`add fields <spreadsheet/insert/list-add-fields>`, i.e., columns"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:256
|
||
msgid ":ref:`duplicate the list <spreadsheet/insert/list-duplicate>` to create a new, identical data source"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:258
|
||
msgid ":ref:`delete the list and its underlying data source <spreadsheet/insert/list-delete>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:263
|
||
msgid "Add records/rows to a list"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:265
|
||
msgid "To add records to a list, use one of the following methods:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:267
|
||
msgid "Select the last row of the table, then hover over the blue square until the plus icon appears. Click and drag down to add the desired number of rows. The cells of the new rows are populated with the :ref:`appropriate formula <spreadsheet/insert/list-functions>` to retrieve the list values. If there is corresponding data in your database, the cells are populated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:0
|
||
msgid "Add records by dragging the cell down"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:275
|
||
msgid "Position your cursor in the top left cell of the sheet, click :menuselection:`Data --> Re-insert list` from the menu bar, then select the appropriate list. In the pop-up window, indicate the number of records to insert and click :guilabel:`Confirm`. An updated list is inserted, overwriting the previous list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:281
|
||
msgid "The above methods can also be used to add additional blank rows to your spreadsheet table. This may be useful for lists where you expect additional records to be generated in your database, e.g., new product categories or new salespersons."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:288
|
||
msgid "Add fields/columns to a list"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:290
|
||
msgid "To add fields/columns to a list:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:292
|
||
msgid "Select the column to the right or left of where the new column should be inserted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:293
|
||
msgid "Click :menuselection:`Insert -->` :icon:`os-insert-col` :menuselection:`Insert column` then :icon:`os-insert-col-before` :menuselection:`Column left` or :icon:`os-insert-col-after` :menuselection:`Column right` from the menu bar, or right-click then :icon:`os-insert-col-before` :guilabel:`Insert column left` or :icon:`os-insert-col-after` :guilabel:`Insert column right` as appropriate."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:298
|
||
msgid "Copy the header cell of any column, paste it into the header cell of the new column, and press `Enter`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:300
|
||
msgid "Double-click the new header cell then click on the field name that appears in quotation marks at the end of the formula; a list of all the technical names of the fields of the related model appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:0
|
||
msgid "Add fields/columns by editing the formula"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:307
|
||
msgid "Select the appropriate field name and press `Enter`. The field's label appears in the header."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:310
|
||
msgid "To know a field's technical name, navigate to the relevant view, :ref:`activate developer mode <developer-mode>`, then check the field name by hovering over the question mark beside a field's label."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:314
|
||
msgid "With the header cell selected, double-click on the blue square in the bottom-right corner. The cells of the column are populated with the appropriate formula to retrieve the list values. If there is corresponding data in your database, the cells are populated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:321
|
||
msgid "Duplicate a list"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:323
|
||
msgid "Duplicating a list via the list's properties creates an additional data source. This allows for different manipulations to be performed on the same data within one spreadsheet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:326
|
||
msgid "With the :ref:`list properties <spreadsheet/insert/list-properties>` open, click the :icon:`fa-cog` :guilabel:`(gear)` icon then :icon:`fa-clone` :guilabel:`Duplicate`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:329
|
||
msgid "The new data source is assigned the next available list ID. For example, if no other lists have been inserted in the meantime, duplicating *List #1* results in the creation of *List #2*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:332
|
||
msgid "Unlike when you insert a list, a duplicated list is not automatically inserted into the spreadsheet. To insert it, perform the following steps:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:335
|
||
msgid "Add a new sheet by clicking the :icon:`os-plus` :guilabel:`(add sheet)` icon at the bottom left of the spreadsheet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:337
|
||
msgid "Click :menuselection:`Data --> Re-insert list` from the menu bar, then select the appropriate list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:339
|
||
msgid "Define the number of records to insert and click :guilabel:`Confirm`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:340
|
||
msgid "Edit the :guilabel:`List Name` in the properties panel if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:341
|
||
msgid "Rename the sheet by right-clicking on the sheet tab, selecting :guilabel:`Rename`, and entering the new sheet name."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:345
|
||
msgid "Duplicating an inserted list by copying and pasting it or by duplicating the sheet into which it has been inserted does not create a new data source. Any changes made to the list's properties would therefore impact any copies of the list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:352
|
||
msgid "Delete a list"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:354
|
||
msgid "To fully delete a list and the underlying data source from a spreadsheet, perform the following steps in any order:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:357
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:542
|
||
msgid "Delete the spreadsheet table using your preferred means, e.g., via keyboard commands, spreadsheet menus, or by deleting the sheet. This deletes the visual representation of the data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:359
|
||
msgid "From the :ref:`properties panel <spreadsheet/insert/list-properties>` of the relevant list, click the :icon:`fa-cog` :guilabel:`(gear)` icon then :icon:`fa-trash` :guilabel:`Delete`. This deletes the data source of the list from the spreadsheet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:366
|
||
msgid "Insert a pivot table"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:369
|
||
msgid "Converting an inserted pivot table to a :doc:`dynamic pivot table <work_with_data/dynamic_pivot_tables>` allows you to add, remove, and manipulate dimensions (i.e., columns and rows) and measures. It is therefore possible to insert a basic pivot table with minimal configuration, convert it to a dynamic pivot table, then refine it directly in the spreadsheet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:375
|
||
msgid "To insert a pivot table:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:377
|
||
msgid "With the relevant pivot view open in your database, click :guilabel:`Insert in Spreadsheet`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:378
|
||
msgid "In the window that opens, edit the :guilabel:`Name of the pivot` if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:380
|
||
msgid "This name is used in the sheet name and in the :ref:`pivot table properties <spreadsheet/insert/pivot-table-properties>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:0
|
||
msgid "Inserting a pivot table in a spreadsheet"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:386
|
||
msgid "Click :guilabel:`Blank spreadsheet` to create a new spreadsheet, or select in which existing spreadsheet the pivot table should be inserted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:390
|
||
msgid "When inserting a pivot table into a new spreadsheet, the spreadsheet is saved in the **Odoo Documents** app in the :icon:`fa-hdd-o` :guilabel:`My Drive` personal folder."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:395
|
||
msgid "The pivot table is inserted into a new sheet in the spreadsheet. The sheet tab in the bottom bar shows the name of the pivot table followed by the pivot table ID, e.g., *Sales Analysis by Sales Team (Pivot #1)*. A panel on the right side of the screen shows the :ref:`pivot table properties <spreadsheet/insert/pivot-table-properties>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:401
|
||
msgid "To sever the link between an inserted pivot table and your database, select the entire pivot table, right-click and select :icon:`fa-clone` :guilabel:`Copy`, then right-click again and select :menuselection:`Paste special --> Paste as value`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:404
|
||
msgid "Do not modify the pivot table ID in the sheet name, as the inserted pivot table retains this ID for the lifetime of the spreadsheet. This pivot table ID is used in the :ref:`spreadsheet functions <spreadsheet/insert/pivot-table-functions-static>` that retrieve data from your database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:412
|
||
msgid "Pivot table functions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:414
|
||
msgid "An inserted pivot table that has not been converted to a :doc:`dynamic pivot table <work_with_data/dynamic_pivot_tables>` uses the following :doc:`functions <work_with_data/functions>` to retrieve the header and field values, respectively:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:423
|
||
msgid "The arguments of the functions are as follows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:425
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:80
|
||
msgid "`pivot_id`: the ID assigned when the pivot table is inserted. The first pivot table inserted in a spreadsheet is assigned pivot ID `1`, the second, pivot ID `2`, etc."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:427
|
||
msgid "`measure_name`: the technical name of what is being measured, followed by the type of aggregation, e.g., `product_uom_qty:sum`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:429
|
||
msgid "`domain_field_name`: the technical name of the field used as a dimension, e.g., `user_id`, or, if the dimension is a time period, the technical name of the date field, followed by the time period, e.g., `date_order:month`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:432
|
||
msgid "`domain_value`: the ID of the record, or, if the dimension is a time period, the date or time period targeted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:436
|
||
msgid "Clicking on an individual cell displays the related formula, if relevant, in the formula bar. To display all the formulas of a spreadsheet at the same time, click :menuselection:`View -->` :icon:`fa-eye` :menuselection:`Show --> Formulas` on the menu bar. The example below shows the functions used to retrieve headers and values of a static pivot table."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:0
|
||
msgid "Functions of a static pivot table"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:447
|
||
msgid "Pivot table properties"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:449
|
||
msgid "The pivot table properties appear on the right side of the screen when a pivot table is inserted. They can be accessed at any time via the :guilabel:`Data` menu by clicking the relevant pivot table, as prefaced by the :icon:`oi-view-pivot` :guilabel:`(pivot)` icon, or by right-clicking anywhere on the pivot table and clicking :icon:`oi-view-pivot` :guilabel:`See pivot properties`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:454
|
||
msgid "The following pivot table properties are shown, some of which can be edited:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:456
|
||
msgid ":guilabel:`Pivot #`: the pivot table ID. Pivot table IDs are assigned sequentially as additional pivot tables are inserted in the spreadsheet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:458
|
||
msgid ":guilabel:`Name`: the name of the pivot table. Edit this if needed. Note that editing the name in the pivot table properties does not modify the name shown in the sheet name, and vice versa."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:461
|
||
msgid ":guilabel:`Columns` and :guilabel:`Rows`: dimensions you are using to categorize or group data from the model."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:463
|
||
msgid ":guilabel:`Measures`: what you are measuring, or analyzing, based on the dimensions you have chosen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:467
|
||
msgid "If you attempt to make changes to the columns, rows, or measures of a pivot table that has just been inserted into a spreadsheet, an error appears at the top right of the screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:0
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:0
|
||
msgid "Error message when trying to manipulate static pivot table"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:473
|
||
msgid "To be able to manipulate a pivot table's properties, convert a static pivot table to a :ref:`dynamic pivot table <spreadsheet/dynamic-pivot-tables/create>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:483
|
||
msgid "To :ref:`duplicate <spreadsheet/insert/pivot-table-duplicate>` or :ref:`delete <spreadsheet/insert/pivot-table-delete>` a pivot table's data source, click the :icon:`fa-cog` :guilabel:`(gear)` icon then :icon:`fa-clone` :guilabel:`Duplicate` or :icon:`fa-trash` :guilabel:`Delete`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:491
|
||
msgid "Manage an inserted pivot table"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:493
|
||
msgid "After a pivot table from an Odoo database has been inserted into an Odoo spreadsheet, you can:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:495
|
||
msgid ":ref:`convert it to a dynamic pivot table <spreadsheet/dynamic-pivot-tables/create>` to be able to manipulate the dimensions and measures"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:497
|
||
msgid ":ref:`duplicate the pivot table <spreadsheet/insert/pivot-table-duplicate>` to create a new, identical data source"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:499
|
||
msgid ":ref:`delete the pivot table and its underlying data source <spreadsheet/insert/pivot-table-delete>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:505
|
||
msgid "Duplicate a pivot table"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:507
|
||
msgid "Duplicating a pivot table via the pivot table's properties creates an additional data source. This allows for different manipulations to be performed on the same data within one spreadsheet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:510
|
||
msgid "For example, you can see the same data aggregated by different dimensions or use :doc:`global filters <work_with_data/global_filters>` to offset the date and create pivot tables that compare the current period's data with a previous period."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:514
|
||
msgid "To duplicate a pivot table, perform the following steps:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:516
|
||
msgid "With the :ref:`pivot table properties <spreadsheet/insert/pivot-table-properties>` open, click the :icon:`fa-cog` :guilabel:`(gear)` icon then :icon:`fa-clone` :guilabel:`Duplicate`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:519
|
||
msgid "The duplicated pivot table is automatically inserted into a new sheet in the spreadsheet, with the pivot table properties open in the right panel."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:521
|
||
msgid "Edit the :guilabel:`Name` in the properties panel and the sheet tab if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:523
|
||
msgid "The new data source is assigned the next available pivot table ID. For example, if no other pivot tables have been inserted in the meantime, duplicating *Pivot #1* results in the creation of *Pivot #2*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:528
|
||
msgid "Duplicating an inserted pivot table by copying and pasting it or by duplicating the sheet does not create a new data source. Any changes made to the pivot table's properties would therefore impact any copies of the pivot table."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:531
|
||
msgid "When a pivot table is duplicated, the new pivot table is by default a :doc:`dynamic pivot table <work_with_data/dynamic_pivot_tables>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:537
|
||
msgid "Delete a pivot table"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:539
|
||
msgid "To fully delete a pivot table and the underlying data source from a spreadsheet, perform the following steps in any order:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:544
|
||
msgid "From the :ref:`properties panel <spreadsheet/insert/pivot-table-properties>` of the relevant pivot table, click the :icon:`fa-cog` :guilabel:`(gear)` icon then :icon:`fa-trash` :guilabel:`Delete`. This deletes the data source of the pivot table."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:551
|
||
msgid "Insert a chart"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:553
|
||
msgid "To insert a chart from an Odoo database into an Odoo spreadsheet:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:555
|
||
msgid "With the relevant graph view open in your database, click :guilabel:`Insert in Spreadsheet`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:556
|
||
msgid "In the window that opens, edit the :guilabel:`Name of the graph` if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:558
|
||
msgid "Click :guilabel:`Blank spreadsheet` to create a new spreadsheet, or select in which existing spreadsheet the chart should be inserted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:562
|
||
msgid "When inserting a chart into a new spreadsheet, the spreadsheet is saved in the **Odoo Documents** app in the :icon:`fa-hdd-o` :guilabel:`My Drive` personal folder."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:567
|
||
msgid "Charts are inserted on the first sheet of the spreadsheet. A pane on the right side of the screen shows the :ref:`chart properties <spreadsheet/visualize/customize-charts>`, where various aspects of the chart's configuration and design can be modified."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:572
|
||
msgid ":ref:`Manage charts <spreadsheet/visualize/manage-charts>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:575
|
||
msgid "Clicking on a data point in a chart opens the relevant list view in the database. In the example, clicking on :guilabel:`Jessica Childs` opens the list view of all sales by this salesperson that match the domain of the chart."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:0
|
||
msgid "A clickable link to an Odoo menu plus clickable data point"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:585
|
||
msgid "Insert clickable links"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:587
|
||
msgid "Adding links to related or supporting information can make your report or dashboard more user-friendly and effective."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:590
|
||
msgid "You can :ref:`insert a clickable link from any spreadsheet cell <spreadsheet/insert/clickable-links-cell>` to:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:593
|
||
msgid "an Odoo menu item"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:594
|
||
msgid "another sheet inside the same spreadsheet"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:595
|
||
msgid "an external URL"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:597
|
||
msgid "You can :ref:`insert a clickable link from any chart <spreadsheet/insert/clickable-links-chart>` to an Odoo menu item."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:601
|
||
msgid "Clicking a link to a menu item provides the same result as navigating via the Odoo menu within an app, e.g., the menu item :guilabel:`Sales/Orders/Quotations` corresponds to the default view when navigating to :menuselection:`Sales --> Orders --> Quotations`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:604
|
||
msgid "It is also possible to insert a clickable link to a specific view of a model in a spreadsheet starting from the view itself. However, as this method inserts each new link in a new sheet, it is more efficient to create links to specific views starting from the spreadsheet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:609
|
||
msgid "Use the middle mouse button or `Ctrl` + left-click (Microsoft/Linux), or `Command` + left-click (Mac OS) to open clickable links in a new browser tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:615
|
||
msgid "Insert a clickable link from a cell"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:617
|
||
msgid "To insert a clickable link from a cell:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:619
|
||
msgid "Click :menuselection:`Insert -->` :icon:`fa-link` :menuselection:`Link` from the menu bar or right-click on the cell, then click :icon:`fa-link` :guilabel:`Insert link`. Next, depending on the desired outcome, perform one of the following actions:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:623
|
||
msgid "Click the :icon:`fa-bars` :guilabel:`(menu)` icon, then :guilabel:`Link an Odoo menu`. Select the relevant menu item from the list or click :guilabel:`Search more` to choose from a list of all menu items. Click :guilabel:`Confirm`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:626
|
||
msgid "Click the :icon:`fa-bars` :guilabel:`(menu)` icon, then :guilabel:`Link sheet`, then choose the relevant sheet from the current spreadsheet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:628
|
||
msgid "Under :guilabel:`Link`, type a URL."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:630
|
||
msgid "Enter or edit the label for the link in the :guilabel:`Text` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:636
|
||
msgid "Insert a clickable link from a chart"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:638
|
||
msgid "To insert a clickable link from a chart to an Odoo menu item:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:640
|
||
msgid "Hover over the top right of the chart's box, then click the :icon:`fa-bars` :guilabel:`(menu)` icon, then :icon:`fa-pencil-square-o` :guilabel:`Edit`. The chart properties appear at the right of the screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:643
|
||
msgid "At the bottom of the :icon:`fa-sliders` :guilabel:`Configuration` tab of the chart properties panel, click under :guilabel:`Link to Odoo menu`, then select a menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:646
|
||
msgid "Hover over the top right of the chart's box to see that a new :icon:`fa-external-link` :guilabel:`(external link)` icon has been added."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:652
|
||
msgid "Insert financial data"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:654
|
||
msgid "When building reports and dashboards, it may be useful to include certain accounting-related data, such as account IDs, credits and debits for specific accounts, and dates of the start and end of the tax year."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:658
|
||
msgid ":ref:`Odoo-specific spreadsheet functions <spreadsheet/functions/odoo>` allow you to retrieve such accounting data from your database and insert it into a spreadsheet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:3
|
||
msgid "Share and collaborate"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:5
|
||
msgid "Odoo Spreadsheet offers various features that allow for efficient real-time collaboration while ensuring the appropriate level of control and traceability, including:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:8
|
||
msgid ":ref:`permission-based sharing <spreadsheet/collaboration/access-sharing>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:9
|
||
msgid ":ref:`version history <spreadsheet/get-started/manage-spreadsheets-versioning>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:10
|
||
msgid "discussions via :ref:`comments and the spreadsheet's chatter thread <spreadsheet/collaboration/chatter>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:16
|
||
msgid "Access and sharing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:18
|
||
msgid "In principle, the rights to access Odoo spreadsheets are handled like :ref:`any other file in the Documents app <documents/access-rights>`. :ref:`Roles and permissions <spreadsheet/collaboration/roles-permissions>` are either inherited from the folder a spreadsheet is saved in or controlled at the level of the spreadsheet itself."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:23
|
||
msgid "However, there are important differences to consider between :ref:`spreadsheets that contain only static data <spreadsheet/collaboration/static-spreadsheet>` and :ref:`spreadsheets that contain dynamic Odoo data <spreadsheet/collaboration/dynamic-spreadsheet>`, in terms of both access and data visibility."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:30
|
||
msgid "Access to a folder or spreadsheet can be managed by its owner or any user with :guilabel:`Editor` rights."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:32
|
||
msgid "A user with :guilabel:`Viewer` rights cannot share a spreadsheet with a specific user directly, but can copy a link to the spreadsheet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:34
|
||
msgid "Any user with access to a spreadsheet can download it as an `.xlsx` file by clicking :menuselection:`File -->` :icon:`fa-download` :menuselection:`Download` from the menu bar. If the spreadsheet contained dynamic data, the values are frozen at the moment of download."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:41
|
||
msgid "Roles and permissions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:43
|
||
msgid "Permissions are managed using the following roles:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:50
|
||
msgid "Role"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:51
|
||
msgid "View"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:52
|
||
msgid "Edit"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:53
|
||
msgid "Delete"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:54
|
||
msgid "Download .xlsx"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:55
|
||
msgid "Share"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:56
|
||
msgid "Manage roles"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:57
|
||
msgid "Use comments"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:58
|
||
msgid "Use chatter"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:59
|
||
msgid "Owner"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:60
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:61
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:62
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:63
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:66
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:67
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:69
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:70
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:71
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:72
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:75
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:76
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:78
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:81
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:85
|
||
msgid ":icon:`fa-check`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:64
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:73
|
||
msgid ":icon:`fa-check` with specific people or via link"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:65
|
||
msgid ":icon:`fa-check` including changing owner"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:68
|
||
msgid "Editor"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:74
|
||
msgid ":icon:`fa-check` but cannot change owner"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:77
|
||
msgid "Viewer"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:79
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:80
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:83
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:84
|
||
msgid ":icon:`oi-close`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:82
|
||
msgid ":icon:`fa-check` only via link"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:90
|
||
msgid "Share a static spreadsheet"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:92
|
||
msgid "Spreadsheets containing only static data can be shared internally or externally by the owner of the spreadsheet or any user with :guilabel:`Editor` rights."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:95
|
||
msgid "To do so, click :icon:`fa-share-alt` :guilabel:`Share` in the upper-right corner above the spreadsheet, then :ref:`configure access as appropriate <documents/access-rights>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:101
|
||
msgid "Share a dynamic spreadsheet"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:103
|
||
msgid "A spreadsheet is considered a *dynamic spreadsheet* if it contains any of the following:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:105
|
||
msgid "formulas that retrieve live data from an Odoo database, e.g., in a :doc:`list or pivot table that has been inserted into the spreadsheet <insert>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:107
|
||
msgid "a linked :ref:`data source <spreadsheet/insert/data-sources>`, even if the corresponding list or pivot table has been deleted from the spreadsheet"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:109
|
||
msgid "links to Odoo menu items"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:112
|
||
msgid "Internal sharing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:114
|
||
msgid "Spreadsheets containing dynamic Odoo data can be shared *with internal users only* by the owner of the spreadsheet or any user with :guilabel:`Editor` rights."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:117
|
||
msgid "However, having access to a spreadsheet does not necessarily mean an internal user *sees* all the data in the original spreadsheet. The visibility of dynamic Odoo data is based on an internal user’s access rights to the model from which the data has been retrieved, and takes into account any record rules that may restrict access."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:123
|
||
msgid "Permissions to view data are taken into account when an internal user opens a spreadsheet, with the spreadsheet only being populated with data the user is authorized to see."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:127
|
||
msgid "A sales manager creates a spreadsheet that includes sales data for all the salespeople in their team. Users with the permission `Sales / User: Own Documents Only` only see data related to their own sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:131
|
||
msgid "To share a spreadsheet containing dynamic Odoo data, click :icon:`fa-share-alt` :guilabel:`Share` in the upper-right corner above the spreadsheet, then :ref:`configure access as appropriate <documents/access-rights>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:136
|
||
msgid "External sharing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:138
|
||
msgid "Spreadsheets containing dynamic Odoo data *cannot be accessed by external users*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:141
|
||
msgid "If an external user attempts to access a dynamic spreadsheet via a link, an error message is shown."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:144
|
||
msgid "If a spreadsheet containing Odoo data needs to be shared with an external user, the owner of the spreadsheet or a user with :guilabel:`Editor` rights can create a frozen, read-only version. In this version, all Odoo formulas are converted to their value at the moment the frozen version is created, and any links to Odoo menus are removed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:149
|
||
msgid "To create a frozen version of a spreadsheet that contains dynamic Odoo data, click :menuselection:`File --> Share --> Freeze and share` from the menu bar, then :ref:`configure access as appropriate <documents/access-rights>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:154
|
||
msgid "It is also possible to download a frozen version of a spreadsheet that contains Odoo data as an `.xlsx` file by clicking :menuselection:`File -->` :icon:`fa-download` :menuselection:`Download` from the menu bar. The values of any dynamic data are frozen at the moment of download."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:161
|
||
msgid "Comments and chatter"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:163
|
||
msgid "Odoo Spreadsheet offers two ways to communicate with other users who have access to the same spreadsheet, namely by using:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:166
|
||
msgid ":ref:`comments <spreadsheet/collaboration/comments>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:167
|
||
msgid "the spreadsheet's :ref:`chatter thread <spreadsheet/collaboration/chatter>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:172
|
||
msgid "Use comments in a spreadsheet"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:174
|
||
msgid "Comments, which are added to individual spreadsheet cells, are useful for discussing specific elements of a spreadsheet. Other collaborators can be notified by typing `@` followed by their name."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:179
|
||
msgid "Only the spreadsheet's owner or users with :guilabel:`Editor` rights can use comments in a spreadsheet; both roles can perform the same actions. Comments are not visible to users with :guilabel:`Viewer` rights."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:186
|
||
msgid "Add or react to comments"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:188
|
||
msgid "To add or react to a comment:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:190
|
||
msgid "If the comment is:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:192
|
||
msgid "the first comment being added to the cell, right-click the cell then click :icon:`os-comments` :guilabel:`Insert comment` or click :menuselection:`Insert -->` :icon:`os-comments` :menuselection:`Insert comment` from the menu bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:195
|
||
msgid "a reaction to an existing comment thread on a cell, click on the relevant cell or on the comment thread to open the thread."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:198
|
||
msgid "Type a comment in the text box."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:202
|
||
msgid "Click the :icon:`fa-plus-circle` icon, then:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:204
|
||
msgid ":guilabel:`Add from Documents` to add a file saved in the Documents app"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:205
|
||
msgid ":icon:`oi-gif-picker` :guilabel:`Add GIFS` to add GIFs (if this is enabled in the :guilabel:`General Settings`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:208
|
||
msgid "Click :icon:`fa-smile-o` :guilabel:`(Add Emojis)` to add emojis."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:209
|
||
msgid "Type `@` followed by a user's name to tag them in the comment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:211
|
||
msgid "Click the :icon:`fa-send-o` :guilabel:`(Log)` icon or press `Enter` to log the comment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:213
|
||
msgid "Click anywhere else in the spreadsheet to close the comment thread."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:216
|
||
msgid "To react to an individual comment with only an emoji, hover over the comment, click the :icon:`oi-smile-add` :guilabel:`(Add a Reaction)` icon, then select the desired emoji."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:222
|
||
msgid "View comments"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:224
|
||
msgid "When a comment has been added to a cell, a small yellow triangle appears in the top right corner of the cell."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:227
|
||
msgid "To view a comment thread on a single cell, hover over the cell; click the cell or the comment thread to open the thread to be able to add a comment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:230
|
||
msgid "To view all comments on a spreadsheet, click :menuselection:`View -->` :icon:`os-comments` :menuselection:`All comments` from the menu bar. Alternatively, after opening a comment thread, click :guilabel:`Open all comments`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:234
|
||
msgid "The :guilabel:`Comments` panel opens on the right side of the spreadsheet. By default, comment threads for :guilabel:`All sheets` of the spreadsheet are shown, grouped by sheet. To see only the comment threads for the current sheet, select :guilabel:`This sheet` in the :guilabel:`Filter comments` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:239
|
||
msgid "Click on a comment thread in the :guilabel:`Comments` panel to open it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:244
|
||
msgid "Edit or delete comments"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:247
|
||
msgid "A spreadsheet's owner or users with :guilabel:`Editor` rights can edit or delete any comment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:249
|
||
msgid "To edit a comment:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:251
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:261
|
||
msgid "Hover over the comment, then click the :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:252
|
||
msgid "Click :icon:`fa-pencil` :guilabel:`Edit`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:253
|
||
msgid "Make the desired changes, then click :guilabel:`Save` or press `Enter`. To abort the edit, click :guilabel:`Cancel` or press `Escape`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:257
|
||
msgid "A comment that has been modified has *(edited)* added to the end of the text."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:259
|
||
msgid "To delete a comment:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:262
|
||
msgid "Click :icon:`fa-trash` :guilabel:`Delete`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:263
|
||
msgid "Click :guilabel:`Confirm` to confirm the deletion."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:268
|
||
msgid "Resolve comment threads"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:270
|
||
msgid "To resolve a comment thread:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:272
|
||
msgid "Access the :guilabel:`Comments` panel by clicking :menuselection:`View -->` :icon:`os-comments` :menuselection:`All comments` from the menu bar. Alternatively, with a comment thread open, click :guilabel:`Open all comments`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:275
|
||
msgid "Click the :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon for the relevant comment thread, then click :guilabel:`Resolve this thread`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:278
|
||
msgid "Once resolved, the comment thread is no longer accessible directly on the spreadsheet, but remains visible in the :guilabel:`Comments` panel; resolved threads are identified by a :icon:`fa-check` :guilabel:`(check)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:282
|
||
msgid "To reopen a resolved comment thread, from the :guilabel:`Comments` panel, click the :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon for the relevant comment thread, then click :guilabel:`Re-open this thread`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:289
|
||
msgid "Use a spreadsheet's chatter thread"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:291
|
||
msgid "Whereas :ref:`comments <spreadsheet/collaboration/comments>` on specific spreadsheet cells are suited for discussions about specific elements of a spreadsheet, a spreadsheet’s :doc:`chatter thread <../discuss/chatter>` allows for a more general discussion."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:295
|
||
msgid "To access the chatter thread of a spreadsheet:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:297
|
||
msgid "With the **Documents** app open, navigate to the folder or section where the spreadsheet is saved."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:299
|
||
msgid "Select the :icon:`oi-view-list` :guilabel:`(List)` view in the upper-right corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:300
|
||
msgid "Select the relevant spreadsheet, then click the :icon:`fa-info-circle` :guilabel:`(Info & tags)` button in the upper-right corner next to the view selector. Alternatively, with the spreadsheet selected, click the :icon:`fa-cog` :guilabel:`Action` button, then select :icon:`fa-info-circle` :guilabel:`(Info & tags)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/share_collaborate.rst:305
|
||
msgid "The spreadsheet’s chatter thread opens on the right of the screen, below the spreadsheet's :ref:`details panel <documents/details-panel>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data.rst:5
|
||
msgid "Present and visualize data"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:3
|
||
msgid "Charts"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:5
|
||
msgid "Charts present data visually, making them a user-friendly way to show patterns, trends, and relationships between data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:9
|
||
msgid "Charts can be :ref:`created manually based on spreadsheet data <spreadsheet/visualize/create-chart>` or :ref:`inserted directly from an Odoo graph view <spreadsheet/insert/chart>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:16
|
||
msgid "Create a chart"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:18
|
||
msgid "To create a chart manually:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:20
|
||
msgid "Select the cells containing the data you want to represent using a chart."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:21
|
||
msgid "Click :menuselection:`Insert --> Chart` from the menu bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:23
|
||
msgid "Odoo uses the most appropriate :ref:`chart type <spreadsheet/visualize/chart-types>` for the selected data; this can be changed in the configuration section of the :ref:`chart properties <spreadsheet/visualize/customize-charts>`, which opens on the right side of the spreadsheet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:28
|
||
msgid "Make any desired changes to the configuration or design of the chart in the :ref:`chart properties <spreadsheet/visualize/customize-charts>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:34
|
||
msgid "Customize charts"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:36
|
||
msgid "A chart that has been :ref:`created manually <spreadsheet/visualize/create-chart>` or :ref:`inserted from an Odoo graph view <spreadsheet/insert/chart>` can be further customized via the :ref:`chart properties <spreadsheet/visualize/customize-charts>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:40
|
||
msgid "Here, it is possible to modify various aspects of the chart's configuration and design via the :icon:`fa-sliders` :ref:`Configuration <spreadsheet/visualize/charts-configuration>` and :icon:`fa-paint-brush` :ref:`Design <spreadsheet/visualize/charts-design>` tabs respectively."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:45
|
||
msgid "A chart's properties can be accessed at any time, as follows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:47
|
||
msgid "For any chart, whether manually created or inserted from an Odoo view, hover over the chart then click the :icon:`fa-bars` :guilabel:`(menu)` icon and click :icon:`fa-pencil-square-o` :guilabel:`Edit`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:50
|
||
msgid "For a chart inserted from an Odoo graph view, click :guilabel:`Data` on the menu bar then select the relevant chart, as prefaced by the :icon:`fa-bar-chart` :guilabel:`(chart)` icon, e.g., :icon:`fa-bar-chart` *(#1) Sales Analysis*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:59
|
||
msgid "The :icon:`fa-sliders` :guilabel:`Configuration` tab includes the following sections:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:61
|
||
msgid ":ref:`Chart type <spreadsheet/visualize/chart-types>`: the type of chart. For a chart that has been:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:64
|
||
msgid "manually created, this is by default the chart type suggested by Odoo;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:65
|
||
msgid "inserted from an Odoo graph view, this is by default the type of chart selected in the graph view before the chart was inserted in the spreadsheet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:68
|
||
msgid "To change the chart type, click the dropdown menu to select the desired chart type."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:72
|
||
msgid ":guilabel:`Link to Odoo menu`: to add a :ref:`clickable link <spreadsheet/insert/clickable-links>` from a chart to an Odoo menu item, i.e., a specific view of a model."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:78
|
||
msgid "Chart types"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:80
|
||
msgid "When a chart is:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:82
|
||
msgid ":ref:`created manually <spreadsheet/visualize/create-chart>`, any of the chart types in the tabs below can be selected;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:84
|
||
msgid ":ref:`inserted directly from an Odoo graph view <spreadsheet/insert/chart>`, any chart type except those shown in the :guilabel:`Other` tab can be selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:90
|
||
msgid "Line"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:0
|
||
msgid "Line chart icon"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:95
|
||
msgid ":guilabel:`Line`: best for showing trends or changes over time, such as sales growth across months or temperature variations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:0
|
||
msgid "Stacked line chart icon"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:101
|
||
msgid ":guilabel:`Stacked Line`: useful for visualizing cumulative trends where multiple series contribute to a total, like revenue by department over time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:0
|
||
msgid "Combo chart icon"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:107
|
||
msgid ":guilabel:`Combo`: combines multiple chart types (e.g., bars and lines) to compare different data types or highlight key metrics alongside trends."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:110
|
||
msgid "Column"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:0
|
||
msgid "Column chart icon"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:115
|
||
msgid ":guilabel:`Column`: ideal for comparing values across discrete categories, such as sales per product or revenue by region."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:0
|
||
msgid "Stacked column chart icon"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:121
|
||
msgid ":guilabel:`Stacked Column`: displays part-to-whole relationships within categories, such as regional contributions to total sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:124
|
||
msgid "Bar"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:0
|
||
msgid "Bar chart icon"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:129
|
||
msgid ":guilabel:`Bar`: similar to a column chart but horizontal, making it better for comparing long category names or datasets."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:0
|
||
msgid "Stacked bar chart icon"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:135
|
||
msgid ":guilabel:`Stacked Bar`: highlights cumulative contributions across categories, often used in demographic or resource allocation analysis."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:138
|
||
msgid "Area"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:0
|
||
msgid "Area chart icon"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:143
|
||
msgid ":guilabel:`Area`: similar to a line chart but fills the area beneath the lines to emphasize magnitude, perfect for cumulative metrics over time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:0
|
||
msgid "Stacked area chart icon"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:149
|
||
msgid ":guilabel:`Stacked Area`: visualizes the composition of changes over time, such as market share by product category."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:152
|
||
msgid "Pie"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:0
|
||
msgid "Pie chart icon"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:157
|
||
msgid ":guilabel:`Pie`: best for showing proportions or percentages of a whole, such as market share or budget allocation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:0
|
||
msgid "Doughnut chart icon"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:163
|
||
msgid ":guilabel:`Doughnut`: A variation of the pie chart with a hollow center, offering similar use cases but with a modern aesthetic."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:166
|
||
msgid "Hierarchical"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:0
|
||
msgid "Sunburst chart icon"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:171
|
||
msgid ":guilabel:`Sunburst`: a variation of the doughnut chart with hierarchical rings, showcasing part-to-whole relationships across multiple levels."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:0
|
||
msgid "Treemap chart icon"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:177
|
||
msgid ":guilabel:`Treemap`: a multi-level rectangular chart that displays hierarchical data through nested rectangles, ideal for illustrating proportions and categories."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:180
|
||
msgid "Miscellaneous"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:0
|
||
msgid "Scatter chart icon"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:185
|
||
msgid ":guilabel:`Scatter`: ideal for analyzing relationships or correlations between two numerical variables, such as price vs. quantity sold."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:0
|
||
msgid "Waterfall chart icon"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:191
|
||
msgid ":guilabel:`Waterfall`: ideal for visualizing cumulative effects of sequential positive and negative values, such as profit/loss analysis."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:0
|
||
msgid "Population pyramid chart icon"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:197
|
||
msgid ":guilabel:`Population Pyramid`: a specialized chart for comparing distributions, often used in demographics, such as age and gender group analysis."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:0
|
||
msgid "Radar chart icon"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:203
|
||
msgid ":guilabel:`Radar`: displays multivariate data as a polygon on axes radiating from a center, allowing for profile comparisons across multiple variables."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:0
|
||
msgid "Filled radar chart icon"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:209
|
||
msgid ":guilabel:`Filled radar`: fills the area within the radar chart's polygon, emphasizing the overall magnitude of values across different attributes for comparison."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:0
|
||
msgid "Geo chart icon"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:215
|
||
msgid ":guilabel:`Geo`: visualizes data on a map using color variations to represent values or categories across different geographical regions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:0
|
||
msgid "Funnel chart icon"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:221
|
||
msgid ":guilabel:`Funnel`: visualizes data that progressively decreases over stages of a process, with the option to display cumulative data for each stage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:224
|
||
msgid "Other"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:226
|
||
msgid "When creating a chart from spreadsheet data, rather than inserting one from a graph view, the following chart types are also available:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:0
|
||
msgid "Gauge chart icon"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:232
|
||
msgid ":guilabel:`Gauge`: displays progress toward a goal or a single key metric, such as performance against a target."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:0
|
||
msgid "Scorecard icon"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:238
|
||
msgid ":guilabel:`Scorecard`: used to summarize key performance indicators (KPIs) in a compact format, such as total sales or conversion rates, and compare to a baseline or a previous value."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:245
|
||
msgid "Design"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:247
|
||
msgid "Depending on the chart type, the :icon:`fa-paint-brush` :guilabel:`Design` tab has one or more sections."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:250
|
||
msgid "The :guilabel:`General` section allows you to modify the following elements:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:252
|
||
msgid ":guilabel:`Background color`: Add or change the background color by clicking on the color dot. Choose one of the standard colors or click the :icon:`fa-plus` icon to manually select a custom color."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:255
|
||
msgid ":guilabel:`Chart title`: Edit the chart title, if needed. The font formatting, horizontal alignment, font size, and color of the title can be modified using the editor."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:257
|
||
msgid ":guilabel:`Legend position`: Change the position of the legend or opt to have no legend."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:258
|
||
msgid "Enable :guilabel:`Show values` to add numeric values to the data points on the chart."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:261
|
||
msgid "The :guilabel:`Data Series` section allows you to modify the following elements:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:263
|
||
msgid ":guilabel:`Series color`: With the relevant data series selected, change the color of the related data points on the chart by clicking on the color dot circle. Choose one of the standard colors or click the :icon:`fa-plus` icon to manually select a custom color."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:266
|
||
msgid ":guilabel:`Series name`: Edit the name of a data series, if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:267
|
||
msgid ":guilabel:`Serie type`: For each data series of a :guilabel:`Combo` chart, determine whether the series is shown as a :guilabel:`Bar` or :guilabel:`Line`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:269
|
||
msgid ":guilabel:`Vertical axis`: For the selected data series of a :guilabel:`Line`, :guilabel:`Area`, or :guilabel:`Column` chart, select whether it should be displayed on the :guilabel:`Left` (primary) or :guilabel:`Right` (secondary) vertical axis."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:272
|
||
msgid ":guilabel:`Trend line`: With the relevant data series selected, enable :guilabel:`Show trend line` then select the type of trend line from the dropdown; the options are :guilabel:`Linear`, :guilabel:`Exponential`, :guilabel:`Polynomial`, :guilabel:`Logarithmic`, and :guilabel:`Trailing moving average`. The color of the trend line can be changed by clicking on the color circle."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:277
|
||
msgid "The :guilabel:`Axes` section allows you add a title to one or both axes of a chart. The font formatting, horizontal alignment, font size, and color of the title can be modified using the editor."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:281
|
||
msgid "Waterfall charts have a dedicated :guilabel:`Waterfall design` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:286
|
||
msgid "Manage charts"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:288
|
||
msgid "To reposition a chart within the same sheet, select the chart then drag it to the desired position. Resize a chart by selecting it, then clicking and dragging the blue markers until the chart is the desired size."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:292
|
||
msgid "Hovering over the chart reveals a :icon:`fa-bars` :guilabel:`(menu)` icon in the top right corner of the chart. Click the menu to reveal the following options:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:295
|
||
msgid ":icon:`fa-edit` :guilabel:`Edit` to open the :ref:`chart properties <spreadsheet/visualize/customize-charts>`, where various aspects of the chart's configuration and design can be modified."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:299
|
||
msgid ":icon:`fa-clipboard` :guilabel:`Copy` or :icon:`os-cut` :guilabel:`Cut` to copy or cut a chart with the intention of pasting it *within the same spreadsheet*. Alternatively, with the chart selected, use the relevant keyboard shortcut to copy or cut the chart."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:303
|
||
msgid "Paste the chart in the desired location by clicking :menuselection:`Edit -->` :icon:`os-paste` :menuselection:`Paste` from the menu bar or use the relevant keyboard shortcut."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:307
|
||
msgid "For a chart inserted from an Odoo graph view, copying/cutting and pasting a chart in this way maintains the :ref:`link between the chart and your database <spreadsheet/insert/data-sources>`. The data in the pasted chart remains up-to-date, and :ref:`clicking on a data point <spreadsheet/insert/accessing-data>` opens the related list view in the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:313
|
||
msgid ":icon:`os-copy-as-image` :guilabel:`Copy as image` to copy an image of a chart to your clipboard with the intention of pasting it *in any location within or outside your spreadsheet*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:316
|
||
msgid "Paste the image in the desired location using the paste function of the destination program or the relevant keyboard shortcut."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:320
|
||
msgid "For a chart inserted from an Odoo graph view, copying and pasting a static image of a chart implies there is no longer any link between the chart and your database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:323
|
||
msgid ":icon:`fa-download` :guilabel:`Download` to download an image of the chart as as `.png` file."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:325
|
||
msgid ":icon:`fa-trash-o` :guilabel:`Delete` to delete a chart from the spreadsheet. Alternatively, use your preferred keyboard command to delete a chart."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:329
|
||
msgid "For a chart inserted from an Odoo graph view, deleting a chart also deletes the chart's underlying :ref:`data source <spreadsheet/insert/data-sources>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:3
|
||
msgid "Conditional formatting"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:5
|
||
msgid "Conditional formatting applies specific formatting, such as a background color or font color, to a range of cells that meet one or more defined criteria, or rules. This allows you to visually highlight important data, patterns, trends, or anomalies."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:10
|
||
msgid "When a spreadsheet containing dynamic Odoo data is reopened or refreshed, any conditional formatting that has been defined is updated to reflect any changes to the data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:13
|
||
msgid "Different types of conditional formatting are possible:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:15
|
||
msgid ":ref:`Single color <spreadsheet/conditional-formatting/single-color>`: changes the color of the cell’s background or font, or changes the font formatting if cell values meet the defined conditions, e.g., changes a cell to red if an invoice is overdue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:18
|
||
msgid ":ref:`Color scale <spreadsheet/conditional-formatting/color-scale>`: uses color intensity to represent smaller and larger values on a two- or three-color scale, e.g., shows sales performance using increasingly dark tones of the same color."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:21
|
||
msgid ":ref:`Icon set <spreadsheet/conditional-formatting/icon-set>`: uses sets of arrows, smileys, or dots in green, orange, and red to visually show how cell values in a range compare to certain defined values, e.g., a green smiley to represent sales performance above a certain amount."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:24
|
||
msgid ":ref:`Data bar <spreadsheet/conditional-formatting/data-bar>`: inserts colored bars inside a cell to show how a value compares to the value of other cells in the defined range, e.g., the customer generating the highest sales has the longest bar, with bars of decreasing length for customers generating lower sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:29
|
||
msgid "To add conditional formatting to a range of cells:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:31
|
||
msgid "Select the cells the formatting rule should apply to."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:32
|
||
msgid "Click :menuselection:`Format --> Conditional formatting` from the menu bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:33
|
||
msgid "In the :guilabel:`Conditional formatting` panel that opens to the right of the spreadsheet, click :guilabel:`+ Add another rule`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:37
|
||
msgid "Click :guilabel:`Add range` to select additional ranges of cells if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:39
|
||
msgid "Select the type of :guilabel:`Format rules`, then enter the information required depending on the rule selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:45
|
||
msgid "Single color"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:47
|
||
msgid "With the range selected and :guilabel:`Single color` selected as the rule type:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:49
|
||
msgid "Define the conditions to be met for the formatting to be applied by choosing the desired value from the :guilabel:`Format cells if …` dropdown."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:51
|
||
msgid "Define the :guilabel:`Formatting style` to be applied by selecting the appropriate font formatting, font color, and/or background color."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:53
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:77
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:112
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:147
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:135
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:183
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:220
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:256
|
||
msgid "Click :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:56
|
||
msgid "In the example, single-color conditional formatting changes the background color of cells containing the value `FALSE` to red, showing at a glance which eLearning courses are not yet published."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:0
|
||
msgid "Single-color conditional formatting showing cells containing 'False' colored red"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:66
|
||
msgid "Color scale"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:68
|
||
msgid "With the range selected and :guilabel:`Color scale` selected as the rule type:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:70
|
||
msgid "Define what is used as the :guilabel:`Minpoint`, i.e., the lowest value, and the :guilabel:`MaxPoint`, i.e., the highest value, by selecting the appropriate category from the dropdown."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:73
|
||
msgid "Optionally, to create a three-color scale, add a :guilabel:`MidPoint`, i.e., the middle value."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:74
|
||
msgid "Define the color range by choosing a color for the lowest value, i.e., the :guilabel:`Minpoint`, and the highest value, i.e., the :guilabel:`MaxPoint`. For a three-color scale, also choose a color for the :guilabel:`MidPoint`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:80
|
||
msgid "In the example, sales performance by salesperson is shown using a two-color scale, with white representing the lowest value, and increasing amounts intensifying in color towards the selected green color."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:-1
|
||
msgid "Color scale conditional formatting showing sales performance by salesperson"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:87
|
||
msgid "Adding a :guilabel:`Midpoint`, with a corresponding color, allows you to highlight performance in relation to a defined target or neutral value, e.g., below or above a target %, or to distinguish between positive or negative values."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:94
|
||
msgid "Icon set"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:96
|
||
msgid "With the range selected and :guilabel:`Icon set` selected as the rule type:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:98
|
||
msgid "Click on the set of :guilabel:`Icons` to use."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:99
|
||
msgid "For the first and second icons:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:101
|
||
msgid "enter the value that represents the *lower* threshold for the icon"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:102
|
||
msgid "indicate whether the cell value must be `>` :guilabel:`(greater than)` or `≥` :guilabel:`(greater than or equal to)` the threshold value"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:104
|
||
msgid "define whether the threshold value is a :guilabel:`Number`, :guilabel:`Percentage`, :guilabel:`Percentile` or :guilabel:`Formula`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:107
|
||
msgid "The third icon is added to all cells whose values are below the threshold for the second icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:110
|
||
msgid "Click :guilabel:`Reverse icons` to reverse the order of the icons."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:115
|
||
msgid "In the example, sales performance by salesperson is shown using a three-scale set of colored dots:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:118
|
||
msgid "A **green** dot represents high performance, and is added to total sales amounts *greater than or equal to* $50,000."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:120
|
||
msgid "An **orange** dot represents average performance, and is added to total sales amounts *greater than* $25,000 (but less than $50,000 as this is the lower threshold for the green dot)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:122
|
||
msgid "A **red** dot represents low performance, and is added to all other amounts (i.e., amounts below below $25,000 as this is the lower threshold for the orange dot)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:0
|
||
msgid "Icon set conditional formatting applied to sales amounts"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:131
|
||
msgid "Data bar"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:134
|
||
msgid "Unlike other conditional formatting rules in Odoo Spreadsheet, this rule allows for the formatting to be applied either on the cells containing the values the rule is based on, or on a corresponding range of cells, e.g., on a column containing text. The :guilabel:`Apply to range` determines *where the formatting is shown*, while the :guilabel:`Range of values` determines which cells the rule is based on."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:140
|
||
msgid "With :guilabel:`Data bar` selected as the rule type:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:142
|
||
msgid "Click below :guilabel:`Apply to range`, then, in the spreadsheet, select the range of cells *where the data bars should appear*. Click :guilabel:`Confirm`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:144
|
||
msgid "Click on the :guilabel:`Color` dot to select the color of the data bars."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:145
|
||
msgid "Click below :guilabel:`Range of values`, then, in the spreadsheet, select the range of cells *containing the values the rule should be based on*. Click :guilabel:`Confirm`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:150
|
||
msgid "In the example, the rule is based on the `Total sales` amounts in column B (with the :guilabel:`Range of values` being `B2:B14`), while the formatting is applied on the `Salesperson` names in column A (with the :guilabel:`Apply to range` being `A2:A14`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/visualize_data/conditional_formatting.rst:0
|
||
msgid "Data bar conditional formatting"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data.rst:5
|
||
msgid "Work with data"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:3
|
||
msgid "Dynamic pivot tables"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:5
|
||
msgid "When a pivot view from an Odoo database is inserted in a spreadsheet, it is by default a static pivot table. Each cell in a static pivot table contains an :ref:`Odoo-specific function <spreadsheet/insert/pivot-table-functions-static>` that retrieves data from your database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:-1
|
||
msgid "Function of static pivot table cell"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:12
|
||
msgid "When the corresponding data in your database changes, e.g., the sales related to a given quarter or an individual salesperson, the cells of your static pivot table are updated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:15
|
||
msgid "However, a static pivot table does not expand automatically to accommodate new data, e.g., sales data for a new quarter or for a newly hired salesperson. Neither is it possible to add or manipulate dimensions (i.e., columns or rows) or measures via the pivot table properties."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:20
|
||
msgid "If you attempt to update or manipulate the properties of a pivot table that has just been inserted into a spreadsheet, an error message appears in the top right corner of the screen:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:26
|
||
msgid "To have more flexibility in how you can manipulate your pivot table, you can :ref:`create a dynamic pivot table <spreadsheet/dynamic-pivot-tables/create>` from a static pivot table."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:32
|
||
msgid "Create a dynamic pivot table"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:34
|
||
msgid "There are two main ways to create a dynamic pivot table from a static pivot table:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:36
|
||
msgid "**Duplicate the static pivot table from the pivot table properties**: :ref:`Open the pivot table properties <spreadsheet/insert/pivot-table-properties>`, click the :icon:`fa-cog` (:guilabel:`gear`) icon at the top right of the pane, then click :icon:`fa-clone` :guilabel:`Duplicate`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:41
|
||
msgid "A new data source is created and a dynamic version of the pivot table is inserted into a new sheet. The dynamic pivot table has the same styling as the original pivot table."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:45
|
||
msgid "When you use this method, your new dynamic pivot table gets the next available pivot ID. This means you can create multiple pivot views associated with the same model, but with distinct settings, groupings, or calculations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:49
|
||
msgid "**Re-insert the dynamic pivot table from the Data menu**: On the sheet that contains your static pivot table, position your cursor in an empty cell. Click :menuselection:`Data -->` :icon:`os-insert-pivot` :menuselection:`Re-insert dynamic pivot` from the menu bar, then select the relevant pivot table."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:54
|
||
msgid "A new, dynamic pivot table appears, with the same styling as the original pivot table."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:57
|
||
msgid "When you use this method, your static and dynamic pivot share the same data source, and, consequently, the same pivot ID. To avoid confusion, delete the original static pivot table."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:61
|
||
msgid "It is also possible to directly enter the :ref:`function <spreadsheet/dynamic-pivot-tables/functions>` of the dynamic pivot table in an empty cell. However, with this method, the table styling needs to be re-applied manually."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:68
|
||
msgid "Dynamic pivot table functions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:70
|
||
msgid "Instead of each cell containing a unique function that retrieves data from your database, as in a :ref:`static pivot table <spreadsheet/insert/pivot-table-functions-static>`, a dynamic pivot table has a single function:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:82
|
||
msgid "`row_count` and `column count`: the number of rows and columns respectively."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:83
|
||
msgid "`include_total` and `include_column_titles`: values of `0` remove the total and column titles respectively."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:86
|
||
msgid "This is an array function, which allows the pivot table to expand automatically to accommodate the results of the function."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:89
|
||
msgid "The top-left cell contains the editable function, while clicking on any other cell reveals this formula greyed out."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:-1
|
||
msgid "Array function of a dynamic pivot table"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:96
|
||
msgid "If necessary, you can update the function of a dynamic pivot table to remove elements like the total or column titles."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:99
|
||
msgid "With the function open in the formula bar or the top-left cell of the pivot table, position your cursor after the pivot ID then type `,` to advance to the optional field you want to modify. In the example below, adding the value `0` for `[include_total]` removes both the row total and column total from the pivot table."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:0
|
||
msgid "Modifying the function of a dynamic pivot table"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:110
|
||
msgid "Manipulate a dynamic pivot table"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:112
|
||
msgid "To manipulate data in a dynamic pivot table, :ref:`open the pivot table properties <spreadsheet/insert/pivot-table-properties>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:115
|
||
msgid "The following options are available by clicking the :icon:`fa-cog` (:guilabel:`gear`) icon:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:117
|
||
msgid ":icon:`fa-exchange` :guilabel:`Flip axes`: to move all the dimensions represented in columns to rows and vice versa."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:121
|
||
msgid "Flipping the axes presents the data from a different perspective, possibly bringing new insights. However, depending on the volume of data, it can result in #SPILL errors. This happens when a formula tries to output a range of values, but something is blocking those cells, such as other data, merged cells, or the boundaries of the current sheet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:126
|
||
msgid "Hovering over the cell containing :guilabel:`#SPILL` details the error."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:128
|
||
msgid ":icon:`fa-clone` :guilabel:`Duplicate`: to duplicate the dynamic pivot table and create a new data source with distinct properties."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:130
|
||
msgid ":icon:`fa-trash` :guilabel:`Delete`: to delete the data source of the dynamic pivot table."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:133
|
||
msgid "Deleting the data source of a pivot table does not delete the visual representation of the data. Delete the table from the spreadsheet using your preferred means, e.g., via keyboard commands, spreadsheet menus, or by deleting the sheet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:140
|
||
msgid "Dimensions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:142
|
||
msgid "The dimensions of the pivot table, i.e., how the data is grouped, are placed in :guilabel:`Columns` and :guilabel:`Rows` according to how they appeared in the pivot view in your database, i.e., before the pivot table was inserted in the spreadsheet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:146
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:169
|
||
msgid "You can:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:148
|
||
msgid "add new dimensions by clicking :guilabel:`Add`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:149
|
||
msgid "delete existing dimensions by clicking the :icon:`fa-trash` :guilabel:`(delete)` icon on the relevant dimension"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:151
|
||
msgid "change the order in which dimensions are displayed in :guilabel:`Columns` or :guilabel:`Rows` by clicking then dragging the dimension to the desired position within its respective section"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:153
|
||
msgid "change the axis on which a dimension is shown by clicking then dragging the dimension from :guilabel:`Columns` to :guilabel:`Rows` or vice versa"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:155
|
||
msgid "change how a dimension's values are ordered by selecting :guilabel:`Ascending`, :guilabel:`Descending`, or :guilabel:`Unsorted` in the :guilabel:`Order by` field"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:157
|
||
msgid "for date- or time-based dimensions, select the desired :guilabel:`Granularity` from the options in the dropdown menu"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:163
|
||
msgid "Measures"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:165
|
||
msgid "The measures of your pivot table, i.e., what you are measuring, or analyzing, based on the dimensions you have chosen, are listed in the order they appeared in the pivot view in your database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:171
|
||
msgid "add new measures, including :ref:`calculated measures <spreadsheet/dynamic-pivot-tables/manipulate-measures-calculated-measures>`, by clicking :guilabel:`Add`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:174
|
||
msgid "hide (:icon:`fa-eye`), show (:icon:`fa-eye-slash`), or delete (:icon:`fa-trash`) existing measures"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:175
|
||
msgid "edit the name of existing measures by clicking on the measure's name"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:176
|
||
msgid "change the order in which measures are displayed by clicking then dragging the measure to the desired position"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:178
|
||
msgid "change how measures are displayed by clicking the :icon:`fa-cog` :guilabel:`(gear)` icon, then selecting the desired option from the dropdown menu, e.g., :guilabel:`% of grand total` or :guilabel:`Rank smallest to largest`. The pivot table data updates dynamically as different options are selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:182
|
||
msgid "choose how measures are aggregated, e.g., by :guilabel:`Sum`, :guilabel:`Average`, :guilabel:`Minimum`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:186
|
||
msgid "To sort the values of a dynamic pivot table by measure for a specific dimension, right-click any pivot table value, then click :icon:`os-sort-range` :guilabel:`Sort pivot` and select :guilabel:`Ascending` or :guilabel:`Descending` from the dropdown. To return to the default order, follow the same steps then select :guilabel:`No sorting` from the dropdown."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:194
|
||
msgid "Calculated measures"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:196
|
||
msgid "It is possible to add calculated measures if the desired measure did not exist in the original pivot view. For example, a calculated measure could be added to show the average revenue per order or the profit margin per product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:200
|
||
msgid "To add a calculated measure:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:202
|
||
msgid "From the :guilabel:`Measures` section of the pivot table properties, click :guilabel:`Add`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:203
|
||
msgid "Below the scrollable list, click :icon:`os-formula` :guilabel:`Add calculated measure`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:204
|
||
msgid "Rename the calculated measure by clicking on the name and typing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:205
|
||
msgid "Click on the line starting with `=` and enter the formula."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:208
|
||
msgid "In the below example, the average revenue per order is added by dividing the sum of the sales by the number of orders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:0
|
||
msgid "Formula for a calculated measure"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:214
|
||
msgid "Choose how the measure should be aggregated by selecting a value from the dropdown."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:217
|
||
msgid "There are advantages to using a static pivot table, for example, being able to see the functions behind individual cells. To have this possibility, select the relevant portion of your dynamic pivot table, copy it, then paste it into an empty part of the sheet. Click on any pasted cell to see the :ref:`Odoo function <spreadsheet/functions/odoo>` used to retrieve the data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:3
|
||
msgid "Functions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:5
|
||
msgid "**Odoo Spreadsheet** supports formulas and functions found in most spreadsheet solutions. This page presents the available functions by category. Odoo-specific functions are included both in the relevant category and in a dedicated :ref:`Odoo <spreadsheet/functions/odoo>` category:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:9
|
||
msgid ":ref:`Array <spreadsheet/functions/array>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:10
|
||
msgid ":ref:`Database <spreadsheet/functions/database>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:11
|
||
msgid ":ref:`Date <spreadsheet/functions/date>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:12
|
||
msgid ":ref:`Engineering <spreadsheet/functions/engineering>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:13
|
||
msgid ":ref:`Filter <spreadsheet/functions/filter>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:14
|
||
msgid ":ref:`Financial <spreadsheet/functions/financial>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:15
|
||
msgid ":ref:`Info <spreadsheet/functions/info>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:16
|
||
msgid ":ref:`Logical <spreadsheet/functions/logical>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:17
|
||
msgid ":ref:`Lookup <spreadsheet/functions/lookup>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:18
|
||
msgid ":ref:`Math <spreadsheet/functions/math>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:19
|
||
msgid ":ref:`Operators <spreadsheet/functions/operators>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:20
|
||
msgid ":ref:`Parser <spreadsheet/functions/parser>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:21
|
||
msgid ":ref:`Statistical <spreadsheet/functions/statistical>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:22
|
||
msgid ":ref:`Text <spreadsheet/functions/text>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:23
|
||
msgid ":ref:`Web <spreadsheet/functions/web>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:24
|
||
msgid ":ref:`Odoo-specific functions <spreadsheet/functions/odoo>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:27
|
||
msgid "Formulas containing functions that are not compatible with Excel are replaced by their evaluated result when exporting a spreadsheet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:33
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:842
|
||
msgid "Array"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:39
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:91
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:127
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:203
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:217
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:237
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:361
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:393
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:427
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:471
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:599
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:641
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:655
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:775
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:829
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:848
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:862
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:888
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:916
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:932
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:946
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:962
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:1000
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:1024
|
||
msgid "Name and arguments"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:40
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:92
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:128
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:204
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:218
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:238
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:362
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:394
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:428
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:472
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:600
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:642
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:656
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:776
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:830
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:849
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:863
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:889
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:917
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:933
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:947
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:963
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:1001
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:1025
|
||
msgid "Description or link"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:41
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:850
|
||
msgid "ARRAY.CONSTRAIN(input_range, rows, columns)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:42
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:851
|
||
msgid "Returns a result array constrained to a specific width and height (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:43
|
||
msgid "CHOOSECOLS(array, col_num, [col_num2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:44
|
||
msgid "`Excel CHOOSECOLS article <https://support.microsoft.com/office/choosecols-function-bf117976-2722-4466-9b9a-1c01ed9aebff>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:45
|
||
msgid "CHOOSEROWS(array, row_num, [row_num2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:46
|
||
msgid "`Excel CHOOSEROWS article <https://support.microsoft.com/office/chooserows-function-51ace882-9bab-4a44-9625-7274ef7507a3>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:47
|
||
msgid "EXPAND(array, rows, [columns], [pad_with])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:48
|
||
msgid "`Excel EXPAND article <https://support.microsoft.com/office/expand-function-7433fba5-4ad1-41da-a904-d5d95808bc38>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:49
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:852
|
||
msgid "FLATTEN(range, [range2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:50
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:853
|
||
msgid "Flattens all the values from one or more ranges into a single column (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:51
|
||
msgid "FREQUENCY(data, classes)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:52
|
||
msgid "`Excel FREQUENCY article <https://support.microsoft.com/office/frequency-function-44e3be2b-eca0-42cd-a3f7-fd9ea898fdb9>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:53
|
||
msgid "HSTACK(range1, [range2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:54
|
||
msgid "`Excel HSTACK article <https://support.microsoft.com/office/hstack-function-98c4ab76-10fe-4b4f-8d5f-af1c125fe8c2>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:55
|
||
msgid "MDETERM(square_matrix)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:56
|
||
msgid "`Excel MDETERM article <https://support.microsoft.com/office/mdeterm-function-e7bfa857-3834-422b-b871-0ffd03717020>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:57
|
||
msgid "MINVERSE(square_matrix)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:58
|
||
msgid "`Excel MINVERSE article <https://support.microsoft.com/office/minverse-function-11f55086-adde-4c9f-8eb9-59da2d72efc6>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:59
|
||
msgid "MMULT(matrix1, matrix2)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:60
|
||
msgid "`Excel MMULT article <https://support.microsoft.com/office/mmult-function-40593ed7-a3cd-4b6b-b9a3-e4ad3c7245eb>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:61
|
||
msgid "SUMPRODUCT(range1, [range2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:62
|
||
msgid "`Excel SUMPRODUCT article <https://support.microsoft.com/office/sumproduct-function-16753e75-9f68-4874-94ac-4d2145a2fd2e>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:63
|
||
msgid "SUMX2MY2(array_x, array_y)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:64
|
||
msgid "`Excel SUMX2MY2 article <https://support.microsoft.com/office/sumx2my2-function-9e599cc5-5399-48e9-a5e0-e37812dfa3e9>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:65
|
||
msgid "SUMX2PY2(array_x, array_y)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:66
|
||
msgid "`Excel SUMX2PY2 article <https://support.microsoft.com/office/sumx2py2-function-826b60b4-0aa2-4e5e-81d2-be704d3d786f>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:67
|
||
msgid "SUMXMY2(array_x, array_y)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:68
|
||
msgid "`Excel SUMXMY2 article <https://support.microsoft.com/office/sumxmy2-function-9d144ac1-4d79-43de-b524-e2ecee23b299>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:69
|
||
msgid "TOCOL(array, [ignore], [scan_by_column])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:70
|
||
msgid "`Excel TOCOL article <https://support.microsoft.com/office/tocol-function-22839d9b-0b55-4fc1-b4e6-2761f8f122ed>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:71
|
||
msgid "TOROW(array, [ignore], [scan_by_column])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:72
|
||
msgid "`Excel TOROW article <https://support.microsoft.com/office/torow-function-b90d0964-a7d9-44b7-816b-ffa5c2fe2289>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:73
|
||
msgid "TRANSPOSE(range)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:74
|
||
msgid "`Excel TRANSPOSE article <https://support.microsoft.com/office/transpose-function-ed039415-ed8a-4a81-93e9-4b6dfac76027>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:75
|
||
msgid "VSTACK(range1, [range2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:76
|
||
msgid "`Excel VSTACK article <https://support.microsoft.com/office/vstack-function-a4b86897-be0f-48fc-adca-fcc10d795a9c>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:77
|
||
msgid "WRAPCOLS(range, wrap_count, [pad_with])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:78
|
||
msgid "`Excel WRAPCOLS article <https://support.microsoft.com/office/wrapcols-function-d038b05a-57b7-4ee0-be94-ded0792511e2>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:79
|
||
msgid "WRAPROWS(range, wrap_count, [pad_with])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:80
|
||
msgid "`Excel WRAPROWS article <https://support.microsoft.com/office/wraprows-function-796825f3-975a-4cee-9c84-1bbddf60ade0>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:85
|
||
msgid "Database"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:93
|
||
msgid "DAVERAGE(database, field, criteria)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:94
|
||
msgid "`Excel DAVERAGE article <https://support.microsoft.com/office/daverage-function-a6a2d5ac-4b4b-48cd-a1d8-7b37834e5aee>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:95
|
||
msgid "DCOUNT(database, field, criteria)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:96
|
||
msgid "`Excel DCOUNT article <https://support.microsoft.com/office/dcount-function-c1fc7b93-fb0d-4d8d-97db-8d5f076eaeb1>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:97
|
||
msgid "DCOUNTA(database, field, criteria)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:98
|
||
msgid "`Excel DCOUNTA article <https://support.microsoft.com/office/dcounta-function-00232a6d-5a66-4a01-a25b-c1653fda1244>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:99
|
||
msgid "DGET(database, field, criteria)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:100
|
||
msgid "`Excel DGET article <https://support.microsoft.com/office/dget-function-455568bf-4eef-45f7-90f0-ec250d00892e>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:101
|
||
msgid "DMAX(database, field, criteria)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:102
|
||
msgid "`Excel DMAX article <https://support.microsoft.com/office/dmax-function-f4e8209d-8958-4c3d-a1ee-6351665d41c2>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:103
|
||
msgid "DMIN(database, field, criteria)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:104
|
||
msgid "`Excel DMIN article <https://support.microsoft.com/office/dmin-function-4ae6f1d9-1f26-40f1-a783-6dc3680192a3>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:105
|
||
msgid "DPRODUCT(database, field, criteria)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:106
|
||
msgid "`Excel DPRODUCT article <https://support.microsoft.com/office/dproduct-function-4f96b13e-d49c-47a7-b769-22f6d017cb31>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:107
|
||
msgid "DSTDEV(database, field, criteria)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:108
|
||
msgid "`Excel DSTDEV article <https://support.microsoft.com/office/dstdev-function-026b8c73-616d-4b5e-b072-241871c4ab96>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:109
|
||
msgid "DSTDEVP(database, field, criteria)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:110
|
||
msgid "`Excel DSTDEVP article <https://support.microsoft.com/office/dstdevp-function-04b78995-da03-4813-bbd9-d74fd0f5d94b>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:111
|
||
msgid "DSUM(database, field, criteria)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:112
|
||
msgid "`Excel DSUM article <https://support.microsoft.com/office/dsum-function-53181285-0c4b-4f5a-aaa3-529a322be41b>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:113
|
||
msgid "DVAR(database, field, criteria)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:114
|
||
msgid "`Excel DVAR article <https://support.microsoft.com/office/dvar-function-d6747ca9-99c7-48bb-996e-9d7af00f3ed1>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:115
|
||
msgid "DVARP(database, field, criteria)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:116
|
||
msgid "`Excel DVARP article <https://support.microsoft.com/office/dvarp-function-eb0ba387-9cb7-45c8-81e9-0394912502fc>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:129
|
||
msgid "DATE(year, month, day)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:130
|
||
msgid "`Excel DATE article <https://support.microsoft.com/office/date-function-e36c0c8c-4104-49da-ab83-82328b832349>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:131
|
||
msgid "DATEDIF(start_date, end_date, unit)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:132
|
||
msgid "`Excel DATEDIF article <https://support.microsoft.com/office/datedif-function-25dba1a4-2812-480b-84dd-8b32a451b35c>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:133
|
||
msgid "DATEVALUE(date_string)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:134
|
||
msgid "`Excel DATEVALUE article <https://support.microsoft.com/office/datevalue-function-df8b07d4-7761-4a93-bc33-b7471bbff252>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:135
|
||
msgid "DAY(date)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:136
|
||
msgid "`Excel DAY article <https://support.microsoft.com/office/day-function-8a7d1cbb-6c7d-4ba1-8aea-25c134d03101>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:137
|
||
msgid "DAYS(end_date, start_date)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:138
|
||
msgid "`Excel DAYS article <https://support.microsoft.com/office/days-function-57740535-d549-4395-8728-0f07bff0b9df>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:139
|
||
msgid "DAYS360(start_date, end_date, [method])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:140
|
||
msgid "`Excel DAYS360 article <https://support.microsoft.com/office/days360-function-b9a509fd-49ef-407e-94df-0cbda5718c2a>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:141
|
||
msgid "EDATE(start_date, months)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:142
|
||
msgid "`Excel EDATE article <https://support.microsoft.com/office/edate-function-3c920eb2-6e66-44e7-a1f5-753ae47ee4f5>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:143
|
||
msgid "EOMONTH(start_date, months)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:144
|
||
msgid "`Excel EOMONTH article <https://support.microsoft.com/office/eomonth-function-7314ffa1-2bc9-4005-9d66-f49db127d628>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:145
|
||
msgid "HOUR(time)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:146
|
||
msgid "`Excel HOUR article <https://support.microsoft.com/office/hour-function-a3afa879-86cb-4339-b1b5-2dd2d7310ac7>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:147
|
||
msgid "ISOWEEKNUM(date)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:148
|
||
msgid "`Excel ISOWEEKNUM article <https://support.microsoft.com/office/isoweeknum-function-1c2d0afe-d25b-4ab1-8894-8d0520e90e0e>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:149
|
||
msgid "MINUTE(time)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:150
|
||
msgid "`Excel MINUTE article <https://support.microsoft.com/office/minute-function-af728df0-05c4-4b07-9eed-a84801a60589>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:151
|
||
msgid "MONTH(date)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:152
|
||
msgid "`Excel MONTH article <https://support.microsoft.com/office/month-function-579a2881-199b-48b2-ab90-ddba0eba86e8>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:153
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:864
|
||
msgid "MONTH.END(date)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:154
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:865
|
||
msgid "Last day of the month following a date (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:155
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:866
|
||
msgid "MONTH.START(date)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:156
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:867
|
||
msgid "First day of the month preceding a date (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:157
|
||
msgid "NETWORKDAYS(start_date, end_date, [holidays])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:158
|
||
msgid "`Excel NETWORKDAYS article <https://support.microsoft.com/office/networkdays-function-48e717bf-a7a3-495f-969e-5005e3eb18e7>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:159
|
||
msgid "NETWORKDAYS.INTL(start_date, end_date, [weekend], [holidays])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:160
|
||
msgid "`Excel NETWORKDAYS.INTL article <https://support.microsoft.com/office/networkdays-intl-function-a9b26239-4f20-46a1-9ab8-4e925bfd5e28>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:161
|
||
msgid "NOW()"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:162
|
||
msgid "`Excel NOW article <https://support.microsoft.com/office/now-function-3337fd29-145a-4347-b2e6-20c904739c46>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:163
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:868
|
||
msgid "QUARTER(date)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:164
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:869
|
||
msgid "Quarter of the year a specific date falls in (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:165
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:870
|
||
msgid "QUARTER.END(date)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:166
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:871
|
||
msgid "Last day of the quarter of the year a specific date falls in (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:167
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:872
|
||
msgid "QUARTER.START(date)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:168
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:873
|
||
msgid "First day of the quarter of the year a specific date falls in (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:169
|
||
msgid "SECOND(time)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:170
|
||
msgid "`Excel SECOND article <https://support.microsoft.com/office/second-function-740d1cfc-553c-4099-b668-80eaa24e8af1>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:171
|
||
msgid "TIME(hour, minute, second)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:172
|
||
msgid "`Excel TIME article <https://support.microsoft.com/office/time-function-9a5aff99-8f7d-4611-845e-747d0b8d5457>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:173
|
||
msgid "TIMEVALUE(time_string)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:174
|
||
msgid "`Excel TIMEVALUE article <https://support.microsoft.com/office/timevalue-function-0b615c12-33d8-4431-bf3d-f3eb6d186645>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:175
|
||
msgid "TODAY()"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:176
|
||
msgid "`Excel TODAY article <https://support.microsoft.com/office/today-function-5eb3078d-a82c-4736-8930-2f51a028fdd9>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:177
|
||
msgid "WEEKDAY(date, [type])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:178
|
||
msgid "`Excel WEEKDAY article <https://support.microsoft.com/office/weekday-function-60e44483-2ed1-439f-8bd0-e404c190949a>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:179
|
||
msgid "WEEKNUM(date, [type])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:180
|
||
msgid "`Excel WEEKNUM article <https://support.microsoft.com/office/weeknum-function-e5c43a03-b4ab-426c-b411-b18c13c75340>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:181
|
||
msgid "WORKDAY(start_date, num_days, [holidays])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:182
|
||
msgid "`Excel WORKDAY article <https://support.microsoft.com/office/workday-function-f764a5b7-05fc-4494-9486-60d494efbf33>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:183
|
||
msgid "WORKDAY.INTL(start_date, num_days, [weekend], [holidays])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:184
|
||
msgid "`Excel WORKDAY.INTL article <https://support.microsoft.com/office/workday-intl-function-a378391c-9ba7-4678-8a39-39611a9bf81d>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:185
|
||
msgid "YEAR(date)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:186
|
||
msgid "`Excel YEAR article <https://support.microsoft.com/office/year-function-c64f017a-1354-490d-981f-578e8ec8d3b9>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:187
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:874
|
||
msgid "YEAR.END(date)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:188
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:875
|
||
msgid "Last day of the year a specific date falls in (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:189
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:876
|
||
msgid "YEAR.START(date)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:190
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:877
|
||
msgid "First day of the year a specific date falls in (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:191
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:878
|
||
msgid "YEARFRAC(start_date, end_date, [day_count_convention])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:192
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:879
|
||
msgid "Exact number of years between two dates (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:197
|
||
msgid "Engineering"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:205
|
||
msgid "DELTA(number1, [number2])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:206
|
||
msgid "`Excel DELTA article <https://support.microsoft.com/office/delta-function-2f763672-c959-4e07-ac33-fe03220ba432>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:211
|
||
msgid "Filter"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:219
|
||
msgid "FILTER(range, condition1, [condition2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:220
|
||
msgid "`Excel FILTER article <https://support.microsoft.com/office/filter-function-f4f7cb66-82eb-4767-8f7c-4877ad80c759>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:221
|
||
msgid "ODOO.FILTER.VALUE(filter_name)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:222
|
||
msgid "Returns the current value of a spreadsheet filter (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:223
|
||
msgid "SORT(range, [sort_column, ...], [is_ascending, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:224
|
||
msgid "`Excel SORT article <https://support.microsoft.com/office/sort-function-22f63bd0-ccc8-492f-953d-c20e8e44b86c>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:225
|
||
msgid "UNIQUE(range, [by_column], [exactly_once])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:226
|
||
msgid "`Excel UNIQUE article <https://support.microsoft.com/office/unique-function-c5ab87fd-30a3-4ce9-9d1a-40204fb85e1e>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:231
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:882
|
||
msgid "Financial"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:239
|
||
msgid "ACCRINTM(issue, maturity, rate, redemption, [day_count_convention])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:240
|
||
msgid "`Excel ACCRINTM article <https://support.microsoft.com/office/accrintm-function-f62f01f9-5754-4cc4-805b-0e70199328a7>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:241
|
||
msgid "AMORLINC(cost, purchase_date, first_period_end, salvage, period, rate, [day_count_convention])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:242
|
||
msgid "`Excel AMORLINC article <https://support.microsoft.com/office/amorlinc-function-7d417b45-f7f5-4dba-a0a5-3451a81079a8>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:243
|
||
msgid "COUPDAYBS(settlement, maturity, frequency, [day_count_convention])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:244
|
||
msgid "`Excel COUPDAYBS article <https://support.microsoft.com/office/coupdaybs-function-eb9a8dfb-2fb2-4c61-8e5d-690b320cf872>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:245
|
||
msgid "COUPDAYS(settlement, maturity, frequency, [day_count_convention])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:246
|
||
msgid "`Excel COUPDAYS article <https://support.microsoft.com/office/coupdays-function-cc64380b-315b-4e7b-950c-b30b0a76f671>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:247
|
||
msgid "COUPDAYSNC(settlement, maturity, frequency, [day_count_convention])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:248
|
||
msgid "`Excel COUPDAYSNC article <https://support.microsoft.com/office/coupdaysnc-function-5ab3f0b2-029f-4a8b-bb65-47d525eea547>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:249
|
||
msgid "COUPNCD(settlement, maturity, frequency, [day_count_convention])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:250
|
||
msgid "`Excel COUPNCD article <https://support.microsoft.com/office/coupncd-function-fd962fef-506b-4d9d-8590-16df5393691f>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:251
|
||
msgid "COUPNUM(settlement, maturity, frequency, [day_count_convention])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:252
|
||
msgid "`Excel COUPNUM article <https://support.microsoft.com/office/coupnum-function-a90af57b-de53-4969-9c99-dd6139db2522>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:253
|
||
msgid "COUPPCD(settlement, maturity, frequency, [day_count_convention])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:254
|
||
msgid "`Excel COUPPCD article <https://support.microsoft.com/office/couppcd-function-2eb50473-6ee9-4052-a206-77a9a385d5b3>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:255
|
||
msgid "CUMIPMT(rate, number_of_periods, present_value, first_period, last_period, [end_or_beginning])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:256
|
||
msgid "`Excel CUMIPMT article <https://support.microsoft.com/office/cumipmt-function-61067bb0-9016-427d-b95b-1a752af0e606>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:257
|
||
msgid "CUMPRINC(rate, number_of_periods, present_value, first_period, last_period, [end_or_beginning])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:258
|
||
msgid "`Excel CUMPRINC article <https://support.microsoft.com/office/cumprinc-function-94a4516d-bd65-41a1-bc16-053a6af4c04d>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:259
|
||
msgid "DB(cost, salvage, life, period, [month])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:260
|
||
msgid "`Excel DB article <https://support.microsoft.com/office/db-function-354e7d28-5f93-4ff1-8a52-eb4ee549d9d7>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:261
|
||
msgid "DDB(cost, salvage, life, period, [factor])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:262
|
||
msgid "`Excel DDB article <https://support.microsoft.com/office/ddb-function-519a7a37-8772-4c96-85c0-ed2c209717a5>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:263
|
||
msgid "DISC(settlement, maturity, price, redemption, [day_count_convention])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:264
|
||
msgid "`Excel DISC article <https://support.microsoft.com/office/disc-function-71fce9f3-3f05-4acf-a5a3-eac6ef4daa53>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:265
|
||
msgid "DOLLARDE(fractional_price, unit)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:266
|
||
msgid "`Excel DOLLARDE article <https://support.microsoft.com/office/dollarde-function-db85aab0-1677-428a-9dfd-a38476693427>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:267
|
||
msgid "DOLLARFR(decimal_price, unit)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:268
|
||
msgid "`Excel DOLLARFR article <https://support.microsoft.com/office/dollarfr-function-0835d163-3023-4a33-9824-3042c5d4f495>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:269
|
||
msgid "DURATION(settlement, maturity, rate, yield, frequency, [day_count_convention])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:270
|
||
msgid "`Excel DURATION article <https://support.microsoft.com/office/duration-function-b254ea57-eadc-4602-a86a-c8e369334038>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:271
|
||
msgid "EFFECT(nominal_rate, periods_per_year)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:272
|
||
msgid "`Excel EFFECT article <https://support.microsoft.com/office/effect-function-910d4e4c-79e2-4009-95e6-507e04f11bc4>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:273
|
||
msgid "FV(rate, number_of_periods, payment_amount, [present_value], [end_or_beginning])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:274
|
||
msgid "`Excel FV article <https://support.microsoft.com/office/fv-function-2eef9f44-a084-4c61-bdd8-4fe4bb1b71b3>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:275
|
||
msgid "FVSCHEDULE(principal, rate_schedule)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:276
|
||
msgid "`Excel FVSCHEDULE article <https://support.microsoft.com/office/fvschedule-function-bec29522-bd87-4082-bab9-a241f3fb251d>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:277
|
||
msgid "INTRATE(settlement, maturity, investment, redemption, [day_count_convention])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:278
|
||
msgid "`Excel INTRATE article <https://support.microsoft.com/office/intrate-function-5cb34dde-a221-4cb6-b3eb-0b9e55e1316f>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:279
|
||
msgid "IPMT(rate, period, number_of_periods, present_value, [future_value], [end_or_beginning])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:280
|
||
msgid "`Excel IPMT article <https://support.microsoft.com/office/ipmt-function-5cce0ad6-8402-4a41-8d29-61a0b054cb6f>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:281
|
||
msgid "IRR(cashflow_amounts, [rate_guess])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:282
|
||
msgid "`Excel IRR article <https://support.microsoft.com/office/irr-function-64925eaa-9988-495b-b290-3ad0c163c1bc>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:283
|
||
msgid "ISPMT(rate, period, number_of_periods, present_value)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:284
|
||
msgid "`Excel ISPMT article <https://support.microsoft.com/office/ispmt-function-fa58adb6-9d39-4ce0-8f43-75399cea56cc>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:285
|
||
msgid "MDURATION(settlement, maturity, rate, yield, frequency, [day_count_convention])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:286
|
||
msgid "`Excel MDURATION article <https://support.microsoft.com/office/mduration-function-b3786a69-4f20-469a-94ad-33e5b90a763c>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:287
|
||
msgid "MIRR(cashflow_amounts, financing_rate, reinvestment_return_rate)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:288
|
||
msgid "`Excel MIRR article <https://support.microsoft.com/office/mirr-function-b020f038-7492-4fb4-93c1-35c345b53524>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:289
|
||
msgid "NOMINAL(effective_rate, periods_per_year)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:290
|
||
msgid "`Excel NOMINAL article <https://support.microsoft.com/office/nominal-function-7f1ae29b-6b92-435e-b950-ad8b190ddd2b>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:291
|
||
msgid "NPER(rate, payment_amount, present_value, [future_value], [end_or_beginning])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:292
|
||
msgid "`Excel NPER article <https://support.microsoft.com/office/nper-function-240535b5-6653-4d2d-bfcf-b6a38151d815>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:293
|
||
msgid "NPV(discount, cashflow1, [cashflow2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:294
|
||
msgid "`Excel NPV article <https://support.microsoft.com/office/npv-function-8672cb67-2576-4d07-b67b-ac28acf2a568>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:295
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:890
|
||
msgid "ODOO.ACCOUNT.GROUP(type)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:296
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:891
|
||
msgid "Returns the account ids of a given group (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:297
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:892
|
||
msgid "ODOO.CREDIT(account_codes, date_range, [offset], [company_id], [include_unposted])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:298
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:893
|
||
msgid "Get the total credit for the specified account(s) and period (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:299
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:894
|
||
msgid "ODOO.CURRENCY.RATE(currency_from, currency_to, [date])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:300
|
||
msgid "This function takes in two currency codes as arguments, and returns the exchange rate from the first currency to the second as float (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:301
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:896
|
||
msgid "ODOO.DEBIT(account_codes, date_range, [offset], [company_id], [include_unposted])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:302
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:897
|
||
msgid "Get the total debit for the specified account(s) and period (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:303
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:898
|
||
msgid "ODOO.BALANCE(account_codes, date_range, [offset], [company_id], [include_unposted])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:304
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:899
|
||
msgid "Get the total balance for the specified account(s) and period (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:305
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:902
|
||
msgid "ODOO.FISCALYEAR.END(day, [company_id])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:306
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:903
|
||
msgid "Returns the ending date of the fiscal year encompassing the provided date (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:307
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:900
|
||
msgid "ODOO.FISCALYEAR.START(day, [company_id])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:308
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:901
|
||
msgid "Returns the starting date of the fiscal year encompassing the provided date (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:309
|
||
msgid "PDURATION(rate, present_value, future_value)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:310
|
||
msgid "`Excel PDURATION article <https://support.microsoft.com/office/pduration-function-44f33460-5be5-4c90-b857-22308892adaf>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:311
|
||
msgid "PMT(rate, number_of_periods, present_value, [future_value], [end_or_beginning])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:312
|
||
msgid "`Excel PMT article <https://support.microsoft.com/office/pmt-function-0214da64-9a63-4996-bc20-214433fa6441>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:313
|
||
msgid "PPMT(rate, period, number_of_periods, present_value, [future_value], [end_or_beginning])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:314
|
||
msgid "`Excel PPMT article <https://support.microsoft.com/office/ppmt-function-c370d9e3-7749-4ca4-beea-b06c6ac95e1b>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:315
|
||
msgid "PRICE(settlement, maturity, rate, yield, redemption, frequency, [day_count_convention])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:316
|
||
msgid "`Excel PRICE article <https://support.microsoft.com/office/price-function-3ea9deac-8dfa-436f-a7c8-17ea02c21b0a>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:317
|
||
msgid "PRICEDISC(settlement, maturity, discount, redemption, [day_count_convention])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:318
|
||
msgid "`Excel PRICEDISC article <https://support.microsoft.com/office/pricedisc-function-d06ad7c1-380e-4be7-9fd9-75e3079acfd3>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:319
|
||
msgid "PRICEMAT(settlement, maturity, issue, rate, yield, [day_count_convention])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:320
|
||
msgid "`Excel PRICEMAT article <https://support.microsoft.com/office/pricemat-function-52c3b4da-bc7e-476a-989f-a95f675cae77>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:321
|
||
msgid "PV(rate, number_of_periods, payment_amount, [future_value], [end_or_beginning])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:322
|
||
msgid "`Excel PV article <https://support.microsoft.com/office/pv-function-23879d31-0e02-4321-be01-da16e8168cbd>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:323
|
||
msgid "RATE(number_of_periods, payment_per_period, present_value, [future_value], [end_or_beginning], [rate_guess])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:324
|
||
msgid "`Excel RATE article <https://support.microsoft.com/office/rate-function-9f665657-4a7e-4bb7-a030-83fc59e748ce>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:325
|
||
msgid "RECEIVED(settlement, maturity, investment, discount, [day_count_convention])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:326
|
||
msgid "`Excel RECEIVED article <https://support.microsoft.com/office/received-function-7a3f8b93-6611-4f81-8576-828312c9b5e5>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:327
|
||
msgid "RRI(number_of_periods, present_value, future_value)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:328
|
||
msgid "`Excel RRI article <https://support.microsoft.com/office/rri-function-6f5822d8-7ef1-4233-944c-79e8172930f4>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:329
|
||
msgid "SLN(cost, salvage, life)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:330
|
||
msgid "`Excel SLN article <https://support.microsoft.com/office/sln-function-cdb666e5-c1c6-40a7-806a-e695edc2f1c8>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:331
|
||
msgid "SYD(cost, salvage, life, period)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:332
|
||
msgid "`Excel SYD article <https://support.microsoft.com/office/syd-function-069f8106-b60b-4ca2-98e0-2a0f206bdb27>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:333
|
||
msgid "TBILLEQ(settlement, maturity, discount)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:334
|
||
msgid "`Excel TBILLEQ article <https://support.microsoft.com/office/tbilleq-function-2ab72d90-9b4d-4efe-9fc2-0f81f2c19c8c>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:335
|
||
msgid "TBILLPRICE(settlement, maturity, discount)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:336
|
||
msgid "`Excel TBILLPRICE article <https://support.microsoft.com/office/tbillprice-function-eacca992-c29d-425a-9eb8-0513fe6035a2>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:337
|
||
msgid "TBILLYIELD(settlement, maturity, price)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:338
|
||
msgid "`Excel TBILLYIELD article <https://support.microsoft.com/office/tbillyield-function-6d381232-f4b0-4cd5-8e97-45b9c03468ba>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:339
|
||
msgid "VDB(cost, salvage, life, start, end, [factor], [no_switch])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:340
|
||
msgid "`Excel VDB article <https://support.microsoft.com/office/vdb-function-dde4e207-f3fa-488d-91d2-66d55e861d73>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:341
|
||
msgid "XIRR(cashflow_amounts, cashflow_dates, [rate_guess])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:342
|
||
msgid "`Excel XIRR article <https://support.microsoft.com/office/xirr-function-de1242ec-6477-445b-b11b-a303ad9adc9d>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:343
|
||
msgid "XNPV(discount, cashflow_amounts, cashflow_dates)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:344
|
||
msgid "`Excel XNPV article <https://support.microsoft.com/office/xnpv-function-1b42bbf6-370f-4532-a0eb-d67c16b664b7>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:345
|
||
msgid "YIELD(settlement, maturity, rate, price, redemption, frequency, [day_count_convention])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:346
|
||
msgid "`Excel YIELD article <https://support.microsoft.com/office/yield-function-f5f5ca43-c4bd-434f-8bd2-ed3c9727a4fe>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:347
|
||
msgid "YIELDDISC(settlement, maturity, price, redemption, [day_count_convention])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:348
|
||
msgid "`Excel YIELDDISC article <https://support.microsoft.com/office/yielddisc-function-a9dbdbae-7dae-46de-b995-615faffaaed7>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:349
|
||
msgid "YIELDMAT(settlement, maturity, issue, rate, price, [day_count_convention])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:350
|
||
msgid "`Excel YIELDMAT article <https://support.microsoft.com/office/yieldmat-function-ba7d1809-0d33-4bcb-96c7-6c56ec62ef6f>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:355
|
||
msgid "Info"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:363
|
||
msgid "CELL(info_type, reference)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:364
|
||
msgid "`Excel CELL article <https://support.microsoft.com/office/cell-function-51bd39a5-f338-4dbe-a33f-955d67c2b2cf>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:365
|
||
msgid "ISBLANK(value)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:366
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:368
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:370
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:372
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:374
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:376
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:378
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:380
|
||
msgid "`Excel IS article <https://support.microsoft.com/office/is-functions-0f2d7971-6019-40a0-a171-f2d869135665>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:367
|
||
msgid "ISERR(value)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:369
|
||
msgid "ISERROR(value)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:371
|
||
msgid "ISLOGICAL(value)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:373
|
||
msgid "ISNA(value)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:375
|
||
msgid "ISNONTEXT(value)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:377
|
||
msgid "ISNUMBER(value)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:379
|
||
msgid "ISTEXT(value)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:381
|
||
msgid "NA()"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:382
|
||
msgid "`Excel NA article <https://support.microsoft.com/office/na-function-5469c2d1-a90c-4fb5-9bbc-64bd9bb6b47c>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:387
|
||
msgid "Logical"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:395
|
||
msgid "AND(logical_expression1, [logical_expression2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:396
|
||
msgid "`Excel AND article <https://support.microsoft.com/office/and-function-5f19b2e8-e1df-4408-897a-ce285a19e9d9>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:397
|
||
msgid "FALSE()"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:398
|
||
msgid "`Excel FALSE article <https://support.microsoft.com/office/false-function-2d58dfa5-9c03-4259-bf8f-f0ae14346904>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:399
|
||
msgid "IF(logical_expression, value_if_true, [value_if_false])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:400
|
||
msgid "`Excel IF article <https://support.microsoft.com/office/if-function-69aed7c9-4e8a-4755-a9bc-aa8bbff73be2>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:401
|
||
msgid "IFERROR(value, [value_if_error])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:402
|
||
msgid "`Excel IFERROR article <https://support.microsoft.com/office/iferror-function-c526fd07-caeb-47b8-8bb6-63f3e417f611>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:403
|
||
msgid "IFNA(value, [value_if_error])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:404
|
||
msgid "`Excel IFNA article <https://support.microsoft.com/office/ifna-function-6626c961-a569-42fc-a49d-79b4951fd461>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:405
|
||
msgid "IFS(condition1, value1, [condition2, ...], [value2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:406
|
||
msgid "`Excel IFS article <https://support.microsoft.com/office/ifs-function-36329a26-37b2-467c-972b-4a39bd951d45>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:407
|
||
msgid "NOT(logical_expression)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:408
|
||
msgid "`Excel NOT article <https://support.microsoft.com/office/not-function-9cfc6011-a054-40c7-a140-cd4ba2d87d77>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:409
|
||
msgid "OR(logical_expression1, [logical_expression2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:410
|
||
msgid "`Excel OR article <https://support.microsoft.com/office/or-function-7d17ad14-8700-4281-b308-00b131e22af0>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:411
|
||
msgid "SWITCH(expression, case1, value1, [case2, ...], [value2, ...], [default])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:412
|
||
msgid "`Excel SWITCH article <https://support.microsoft.com/office/switch-function-47ab33c0-28ce-4530-8a45-d532ec4aa25e>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:413
|
||
msgid "TRUE()"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:414
|
||
msgid "`Excel TRUE article <https://support.microsoft.com/office/true-function-7652c6e3-8987-48d0-97cd-ef223246b3fb>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:415
|
||
msgid "XOR(logical_expression1, [logical_expression2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:416
|
||
msgid "`Excel XOR article <https://support.microsoft.com/office/xor-function-1548d4c2-5e47-4f77-9a92-0533bba14f37>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:421
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:910
|
||
msgid "Lookup"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:429
|
||
msgid "ADDRESS(row, column, [absolute_relative_mode], [use_a1_notation], [sheet])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:430
|
||
msgid "`Excel ADDRESS article <https://support.microsoft.com/office/address-function-d0c26c0d-3991-446b-8de4-ab46431d4f89>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:431
|
||
msgid "COLUMN([cell_reference])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:432
|
||
msgid "`Excel COLUMN article <https://support.microsoft.com/office/column-function-44e8c754-711c-4df3-9da4-47a55042554b>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:433
|
||
msgid "COLUMNS(range)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:434
|
||
msgid "`Excel COLUMNS article <https://support.microsoft.com/office/columns-function-4e8e7b4e-e603-43e8-b177-956088fa48ca>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:435
|
||
msgid "HLOOKUP(search_key, range, index, [is_sorted])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:436
|
||
msgid "`Excel HLOOKUP article <https://support.microsoft.com/office/hlookup-function-a3034eec-b719-4ba3-bb65-e1ad662ed95f>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:437
|
||
msgid "INDEX(reference, row, column)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:438
|
||
msgid "`Excel INDEX article <https://support.microsoft.com/office/index-function-a5dcf0dd-996d-40a4-a822-b56b061328bd>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:439
|
||
msgid "INDIRECT(reference, [use_a1_notation])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:440
|
||
msgid "`Excel INDIRECT article <https://support.microsoft.com/office/indirect-function-474b3a3a-8a26-4f44-b491-92b6306fa261>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:441
|
||
msgid "LOOKUP(search_key, search_array, [result_range])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:442
|
||
msgid "`Excel LOOKUP article <https://support.microsoft.com/office/lookup-function-446d94af-663b-451d-8251-369d5e3864cb>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:443
|
||
msgid "MATCH(search_key, range, [search_type])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:444
|
||
msgid "`Excel MATCH article <https://support.microsoft.com/office/match-function-e8dffd45-c762-47d6-bf89-533f4a37673a>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:445
|
||
msgid "OFFSET(reference, rows, cols, [height], [width])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:446
|
||
msgid "`Excel OFFSET article <https://support.microsoft.com/office/offset-function-c8de19ae-dd79-4b9b-a14e-b4d906d11b66>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:447
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:918
|
||
msgid "PIVOT(pivot_id, [row_count], [include_total], [include_column_titles], [column_count])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:448
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:919
|
||
msgid "Get a pivot table (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:449
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:920
|
||
msgid "PIVOT.HEADER(pivot_id, [domain_field_name, ...], [domain_value, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:450
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:921
|
||
msgid "Get the header of a pivot table (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:451
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:922
|
||
msgid "PIVOT.VALUE(pivot_id, measure_name, [domain_field_name, ...], [domain_value, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:452
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:923
|
||
msgid "Get the value from a pivot table (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:453
|
||
msgid "ROW([cell_reference])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:454
|
||
msgid "`Excel ROW article <https://support.microsoft.com/office/row-function-3a63b74a-c4d0-4093-b49a-e76eb49a6d8d>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:455
|
||
msgid "ROWS(range)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:456
|
||
msgid "`Excel ROWS article <https://support.microsoft.com/office/rows-function-b592593e-3fc2-47f2-bec1-bda493811597>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:457
|
||
msgid "VLOOKUP(search_key, range, index, [is_sorted])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:458
|
||
msgid "`Excel VLOOKUP article <https://support.microsoft.com/office/vlookup-function-0bbc8083-26fe-4963-8ab8-93a18ad188a1>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:459
|
||
msgid "XLOOKUP(search_key, lookup_range, return_range, [if_not_found], [match_mode], [search_mode])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:460
|
||
msgid "`Excel XLOOKUP article <https://support.microsoft.com/office/xlookup-function-b7fd680e-6d10-43e6-84f9-88eae8bf5929>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:465
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:926
|
||
msgid "Math"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:473
|
||
msgid "ABS(value)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:474
|
||
msgid "`Excel ABS article <https://support.microsoft.com/office/abs-function-3420200f-5628-4e8c-99da-c99d7c87713c>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:475
|
||
msgid "ACOS(value)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:476
|
||
msgid "`Excel ACOS article <https://support.microsoft.com/office/acos-function-cb73173f-d089-4582-afa1-76e5524b5d5b>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:477
|
||
msgid "ACOSH(value)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:478
|
||
msgid "`Excel ACOSH article <https://support.microsoft.com/office/acosh-function-e3992cc1-103f-4e72-9f04-624b9ef5ebfe>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:479
|
||
msgid "ACOT(value)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:480
|
||
msgid "`Excel ACOT article <https://support.microsoft.com/office/acot-function-dc7e5008-fe6b-402e-bdd6-2eea8383d905>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:481
|
||
msgid "ACOTH(value)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:482
|
||
msgid "`Excel ACOTH article <https://support.microsoft.com/office/acoth-function-cc49480f-f684-4171-9fc5-73e4e852300f>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:483
|
||
msgid "ASIN(value)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:484
|
||
msgid "`Excel ASIN article <https://support.microsoft.com/office/asin-function-81fb95e5-6d6f-48c4-bc45-58f955c6d347>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:485
|
||
msgid "ASINH(value)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:486
|
||
msgid "`Excel ASINH article <https://support.microsoft.com/office/asinh-function-4e00475a-067a-43cf-926a-765b0249717c>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:487
|
||
msgid "ATAN(value)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:488
|
||
msgid "`Excel ATAN article <https://support.microsoft.com/office/atan-function-50746fa8-630a-406b-81d0-4a2aed395543>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:489
|
||
msgid "ATAN2(x, y)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:490
|
||
msgid "`Excel ATAN2 article <https://support.microsoft.com/office/atan2-function-c04592ab-b9e3-4908-b428-c96b3a565033>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:491
|
||
msgid "ATANH(value)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:492
|
||
msgid "`Excel ATANH article <https://support.microsoft.com/office/atanh-function-3cd65768-0de7-4f1d-b312-d01c8c930d90>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:493
|
||
msgid "CEILING(value, [factor])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:494
|
||
msgid "`Excel CEILING article <https://support.microsoft.com/office/ceiling-function-0a5cd7c8-0720-4f0a-bd2c-c943e510899f>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:495
|
||
msgid "CEILING.MATH(number, [significance], [mode])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:496
|
||
msgid "`Excel CEILING.MATH article <https://support.microsoft.com/office/ceiling-math-function-80f95d2f-b499-4eee-9f16-f795a8e306c8>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:497
|
||
msgid "CEILING.PRECISE(number, [significance])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:498
|
||
msgid "`Excel CEILING.PRECISE article <https://support.microsoft.com/office/ceiling-precise-function-f366a774-527a-4c92-ba49-af0a196e66cb>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:499
|
||
msgid "COS(angle)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:500
|
||
msgid "`Excel COS article <https://support.microsoft.com/office/cos-function-0fb808a5-95d6-4553-8148-22aebdce5f05>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:501
|
||
msgid "COSH(value)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:502
|
||
msgid "`Excel COSH article <https://support.microsoft.com/office/cosh-function-e460d426-c471-43e8-9540-a57ff3b70555>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:503
|
||
msgid "COT(angle)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:504
|
||
msgid "`Excel COT article <https://support.microsoft.com/office/cot-function-c446f34d-6fe4-40dc-84f8-cf59e5f5e31a>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:505
|
||
msgid "COTH(value)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:506
|
||
msgid "`Excel COTH article <https://support.microsoft.com/office/coth-function-2e0b4cb6-0ba0-403e-aed4-deaa71b49df5>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:507
|
||
msgid "COUNTBLANK(value1, [value2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:508
|
||
msgid "`Excel COUNTBLANK article <https://support.microsoft.com/office/countblank-function-6a92d772-675c-4bee-b346-24af6bd3ac22>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:509
|
||
msgid "COUNTIF(range, criterion)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:510
|
||
msgid "`Excel COUNTIF article <https://support.microsoft.com/office/countif-function-e0de10c6-f885-4e71-abb4-1f464816df34>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:511
|
||
msgid "COUNTIFS(criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:512
|
||
msgid "`Excel COUNTIFS article <https://support.microsoft.com/office/countifs-function-dda3dc6e-f74e-4aee-88bc-aa8c2a866842>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:513
|
||
msgid "CSC(angle)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:514
|
||
msgid "`Excel CSC article <https://support.microsoft.com/office/csc-function-07379361-219a-4398-8675-07ddc4f135c1>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:515
|
||
msgid "CSCH(value)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:516
|
||
msgid "`Excel CSCH article <https://support.microsoft.com/office/csch-function-f58f2c22-eb75-4dd6-84f4-a503527f8eeb>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:517
|
||
msgid "DECIMAL(value, base)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:518
|
||
msgid "`Excel DECIMAL article <https://support.microsoft.com/office/decimal-function-ee554665-6176-46ef-82de-0a283658da2e>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:519
|
||
msgid "DEGREES(angle)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:520
|
||
msgid "`Excel DEGREES article <https://support.microsoft.com/office/degrees-function-4d6ec4db-e694-4b94-ace0-1cc3f61f9ba1>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:521
|
||
msgid "EXP(value)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:522
|
||
msgid "`Excel EXP article <https://support.microsoft.com/office/exp-function-c578f034-2c45-4c37-bc8c-329660a63abe>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:523
|
||
msgid "FLOOR(value, [factor])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:524
|
||
msgid "`Excel FLOOR article <https://support.microsoft.com/office/floor-function-14bb497c-24f2-4e04-b327-b0b4de5a8886>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:525
|
||
msgid "FLOOR.MATH(number, [significance], [mode])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:526
|
||
msgid "`Excel FLOOR.MATH article <https://support.microsoft.com/office/floor-math-function-c302b599-fbdb-4177-ba19-2c2b1249a2f5>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:527
|
||
msgid "FLOOR.PRECISE(number, [significance])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:528
|
||
msgid "`Excel FLOOR.PRECISE article <https://support.microsoft.com/office/floor-precise-function-f769b468-1452-4617-8dc3-02f842a0702e>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:529
|
||
msgid "INT(value)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:530
|
||
msgid "`Excel INT article <https://support.microsoft.com/office/int-function-a6c4af9e-356d-4369-ab6a-cb1fd9d343ef>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:531
|
||
msgid "ISEVEN(value)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:532
|
||
msgid "`Excel ISEVEN article <https://support.microsoft.com/office/iseven-function-aa15929a-d77b-4fbb-92f4-2f479af55356>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:533
|
||
msgid "ISO.CEILING(number, [significance])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:534
|
||
msgid "`Excel ISO.CEILING article <https://support.microsoft.com/office/iso-ceiling-function-e587bb73-6cc2-4113-b664-ff5b09859a83>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:535
|
||
msgid "ISODD(value)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:536
|
||
msgid "`Excel ISODD article <https://support.microsoft.com/office/isodd-function-1208a56d-4f10-4f44-a5fc-648cafd6c07a>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:537
|
||
msgid "LN(value)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:538
|
||
msgid "`Excel LN article <https://support.microsoft.com/office/ln-function-81fe1ed7-dac9-4acd-ba1d-07a142c6118f>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:539
|
||
msgid "LOG(value, [base])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:540
|
||
msgid "Get the logarithm of a number for a given base (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:541
|
||
msgid "MOD(dividend, divisor)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:542
|
||
msgid "`Excel MOD article <https://support.microsoft.com/office/mod-function-9b6cd169-b6ee-406a-a97b-edf2a9dc24f3>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:543
|
||
msgid "MUNIT(dimension)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:544
|
||
msgid "`Excel MUNIT article <https://support.microsoft.com/office/munit-function-c9fe916a-dc26-4105-997d-ba22799853a3>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:545
|
||
msgid "ODD(value)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:546
|
||
msgid "`Excel ODD article <https://support.microsoft.com/office/odd-function-deae64eb-e08a-4c88-8b40-6d0b42575c98>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:547
|
||
msgid "PI()"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:548
|
||
msgid "`Excel PI article <https://support.microsoft.com/office/pi-function-264199d0-a3ba-46b8-975a-c4a04608989b>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:549
|
||
msgid "POWER(base, exponent)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:550
|
||
msgid "`Excel POWER article <https://support.microsoft.com/office/power-function-d3f2908b-56f4-4c3f-895a-07fb519c362a>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:551
|
||
msgid "PRODUCT(factor1, [factor2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:552
|
||
msgid "`Excel PRODUCT article <https://support.microsoft.com/office/product-function-8e6b5b24-90ee-4650-aeec-80982a0512ce>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:553
|
||
msgid "RAND()"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:554
|
||
msgid "`Excel RAND article <https://support.microsoft.com/office/rand-function-4cbfa695-8869-4788-8d90-021ea9f5be73>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:555
|
||
msgid "RANDARRAY([rows], [columns], [min], [max], [whole_number])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:556
|
||
msgid "`Excel RANDARRAY article <https://support.microsoft.com/office/randarray-function-21261e55-3bec-4885-86a6-8b0a47fd4d33>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:557
|
||
msgid "RANDBETWEEN(low, high)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:558
|
||
msgid "`Excel RANDBETWEEN article <https://support.microsoft.com/office/randbetween-function-4cc7f0d1-87dc-4eb7-987f-a469ab381685>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:559
|
||
msgid "ROUND(value, [places])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:560
|
||
msgid "`Excel ROUND article <https://support.microsoft.com/office/round-function-c018c5d8-40fb-4053-90b1-b3e7f61a213c>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:561
|
||
msgid "ROUNDDOWN(value, [places])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:562
|
||
msgid "`Excel ROUNDDOWN article <https://support.microsoft.com/office/rounddown-function-2ec94c73-241f-4b01-8c6f-17e6d7968f53>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:563
|
||
msgid "ROUNDUP(value, [places])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:564
|
||
msgid "`Excel ROUNDUP article <https://support.microsoft.com/office/roundup-function-f8bc9b23-e795-47db-8703-db171d0c42a7>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:565
|
||
msgid "SEC(angle)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:566
|
||
msgid "`Excel SEC article <https://support.microsoft.com/office/sec-function-ff224717-9c87-4170-9b58-d069ced6d5f7>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:567
|
||
msgid "SECH(value)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:568
|
||
msgid "`Excel SECH article <https://support.microsoft.com/office/sech-function-e05a789f-5ff7-4d7f-984a-5edb9b09556f>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:569
|
||
msgid "SEQUENCE(rows, [columns], [start], ][step])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:570
|
||
msgid "`Excel SEQUENCE article <https://support.microsoft.com/office/sequence-function-57467a98-57e0-4817-9f14-2eb78519ca90>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:571
|
||
msgid "SIN(angle)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:572
|
||
msgid "`Excel SIN article <https://support.microsoft.com/office/sin-function-cf0e3432-8b9e-483c-bc55-a76651c95602>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:573
|
||
msgid "SINH(value)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:574
|
||
msgid "`Excel SINH article <https://support.microsoft.com/office/sinh-function-1e4e8b9f-2b65-43fc-ab8a-0a37f4081fa7>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:575
|
||
msgid "SQRT(value)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:576
|
||
msgid "`Excel SQRT article <https://support.microsoft.com/office/sqrt-function-654975c2-05c4-4831-9a24-2c65e4040fdf>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:577
|
||
msgid "SUM(value1, [value2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:578
|
||
msgid "`Excel SUM article <https://support.microsoft.com/office/sum-function-043e1c7d-7726-4e80-8f32-07b23e057f89>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:579
|
||
msgid "SUMIF(criteria_range, criterion, [sum_range])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:580
|
||
msgid "`Excel SUMIF article <https://support.microsoft.com/office/sumif-function-169b8c99-c05c-4483-a712-1697a653039b>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:581
|
||
msgid "SUMIFS(sum_range, criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:582
|
||
msgid "`Excel SUMIFS article <https://support.microsoft.com/office/sumifs-function-c9e748f5-7ea7-455d-9406-611cebce642b>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:583
|
||
msgid "TAN(angle)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:584
|
||
msgid "`Excel TAN article <https://support.microsoft.com/office/tan-function-08851a40-179f-4052-b789-d7f699447401>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:585
|
||
msgid "TANH(value)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:586
|
||
msgid "`Excel TANH article <https://support.microsoft.com/office/tanh-function-017222f0-a0c3-4f69-9787-b3202295dc6c>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:587
|
||
msgid "TRUNC(value, [places])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:588
|
||
msgid "`Excel TRUNC article <https://support.microsoft.com/office/trunc-function-8b86a64c-3127-43db-ba14-aa5ceb292721>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:593
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:956
|
||
msgid "Operators"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:601
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:964
|
||
msgid "ADD(value1, value2)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:602
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:965
|
||
msgid "Sum of two numbers (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:603
|
||
msgid "CONCAT(value1, value2)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:604
|
||
msgid "`Excel CONCAT article <https://support.microsoft.com/office/concat-function-9b1a9a3f-94ff-41af-9736-694cbd6b4ca2>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:605
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:966
|
||
msgid "DIVIDE(dividend, divisor)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:606
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:967
|
||
msgid "One number divided by another (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:607
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:968
|
||
msgid "EQ(value1, value2)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:608
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:969
|
||
msgid "Equal (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:609
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:970
|
||
msgid "GT(value1, value2)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:610
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:971
|
||
msgid "Strictly greater than (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:611
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:972
|
||
msgid "GTE(value1, value2)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:612
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:973
|
||
msgid "Greater than or equal to (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:613
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:974
|
||
msgid "LT(value1, value2)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:614
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:975
|
||
msgid "Less than (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:615
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:976
|
||
msgid "LTE(value1, value2)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:616
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:977
|
||
msgid "Less than or equal to (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:617
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:978
|
||
msgid "MINUS(value1, value2)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:618
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:979
|
||
msgid "Difference of two numbers (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:619
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:980
|
||
msgid "MULTIPLY(factor1, factor2)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:620
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:981
|
||
msgid "Product of two numbers (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:621
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:982
|
||
msgid "NE(value1, value2)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:622
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:983
|
||
msgid "Not equal (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:623
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:984
|
||
msgid "POW(base, exponent)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:624
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:985
|
||
msgid "A number raised to a power (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:625
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:986
|
||
msgid "UMINUS(value)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:626
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:987
|
||
msgid "A number with the sign reversed (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:627
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:988
|
||
msgid "UNARY.PERCENT(percentage)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:628
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:989
|
||
msgid "Value interpreted as a percentage (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:629
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:990
|
||
msgid "UPLUS(value)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:630
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:991
|
||
msgid "A specified number, unchanged (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:635
|
||
msgid "Parser"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:643
|
||
msgid "CONVERT(number, from_unit, to_unit)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:644
|
||
msgid "`Excel CONVERT article <https://support.microsoft.com/office/convert-function-d785bef1-808e-4aac-bdcd-666c810f9af2>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:649
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:994
|
||
msgid "Statistical"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:657
|
||
msgid "AVEDEV(value1, [value2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:658
|
||
msgid "`Excel AVEDEV article <https://support.microsoft.com/office/avedev-function-58fe8d65-2a84-4dc7-8052-f3f87b5c6639>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:659
|
||
msgid "AVERAGE(value1, [value2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:660
|
||
msgid "`Excel AVERAGE article <https://support.microsoft.com/office/average-function-047bac88-d466-426c-a32b-8f33eb960cf6>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:661
|
||
msgid "AVERAGEA(value1, [value2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:662
|
||
msgid "`Excel AVERAGEA article <https://support.microsoft.com/office/averagea-function-f5f84098-d453-4f4c-bbba-3d2c66356091>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:663
|
||
msgid "AVERAGEIF(criteria_range, criterion, [average_range])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:664
|
||
msgid "`Excel AVERAGEIF article <https://support.microsoft.com/office/averageif-function-faec8e2e-0dec-4308-af69-f5576d8ac642>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:665
|
||
msgid "AVERAGEIFS(average_range, criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:666
|
||
msgid "`Excel AVERAGEIFS article <https://support.microsoft.com/office/averageifs-function-48910c45-1fc0-4389-a028-f7c5c3001690>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:667
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:1002
|
||
msgid "AVERAGE.WEIGHTED(values, weights, [additional_values, ...], [additional_weights, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:668
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:1003
|
||
msgid "Weighted average (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:669
|
||
msgid "CORREL(data_y, data_x)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:670
|
||
msgid "`Excel CORREL article <https://support.microsoft.com/office/correl-function-995dcef7-0c0a-4bed-a3fb-239d7b68ca92>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:671
|
||
msgid "COUNT(value1, [value2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:672
|
||
msgid "`Excel COUNT article <https://support.microsoft.com/office/count-function-a59cd7fc-b623-4d93-87a4-d23bf411294c>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:673
|
||
msgid "COUNTA(value1, [value2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:674
|
||
msgid "`Excel COUNTA article <https://support.microsoft.com/office/counta-function-7dc98875-d5c1-46f1-9a82-53f3219e2509>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:675
|
||
msgid "COVAR(data_y, data_x)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:676
|
||
msgid "`Excel COVAR article <https://support.microsoft.com/office/covar-function-50479552-2c03-4daf-bd71-a5ab88b2db03>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:677
|
||
msgid "COVARIANCE.P(data_y, data_x)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:678
|
||
msgid "`Excel COVARIANCE.P article <https://support.microsoft.com/office/covariance-p-function-6f0e1e6d-956d-4e4b-9943-cfef0bf9edfc>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:679
|
||
msgid "COVARIANCE.S(data_y, data_x)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:680
|
||
msgid "`Excel COVARIANCE.S article <https://support.microsoft.com/office/covariance-s-function-0a539b74-7371-42aa-a18f-1f5320314977>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:681
|
||
msgid "FORECAST(x, data_y, data_x)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:682
|
||
msgid "`Excel FORECAST article <https://support.microsoft.com/office/forecast-and-forecast-linear-functions-50ca49c9-7b40-4892-94e4-7ad38bbeda99>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:683
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:1004
|
||
msgid "GROWTH(known_data_y, [known_data_x], [new_data_x], [b])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:684
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:1005
|
||
msgid "Fits points to exponential growth trend (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:685
|
||
msgid "INTERCEPT(data_y, data_x)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:686
|
||
msgid "`Excel INTERCEPT article <https://support.microsoft.com/office/intercept-function-2a9b74e2-9d47-4772-b663-3bca70bf63ef>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:687
|
||
msgid "LARGE(data, n)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:688
|
||
msgid "`Excel LARGE article <https://support.microsoft.com/office/large-function-3af0af19-1190-42bb-bb8b-01672ec00a64>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:689
|
||
msgid "LINEST(data_y, [data_x], [calculate_b], [verbose])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:690
|
||
msgid "`Excel LINEST article <https://support.microsoft.com/office/linest-function-84d7d0d9-6e50-4101-977a-fa7abf772b6d>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:691
|
||
msgid "LOGEST(data_y, [data_x], [calculate_b], [verbose])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:692
|
||
msgid "`Excel LOGEST article <https://support.microsoft.com/office/logest-function-f27462d8-3657-4030-866b-a272c1d18b4b>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:693
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:1006
|
||
msgid "MATTHEWS(data_x, data_y)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:694
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:1007
|
||
msgid "Compute the Matthews correlation coefficient of a dataset (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:695
|
||
msgid "MAX(value1, [value2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:696
|
||
msgid "`Excel MAX article <https://support.microsoft.com/office/max-function-e0012414-9ac8-4b34-9a47-73e662c08098>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:697
|
||
msgid "MAXA(value1, [value2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:698
|
||
msgid "`Excel MAXA article <https://support.microsoft.com/office/maxa-function-814bda1e-3840-4bff-9365-2f59ac2ee62d>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:699
|
||
msgid "MAXIFS(range, criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:700
|
||
msgid "`Excel MAXIFS article <https://support.microsoft.com/office/maxifs-function-dfd611e6-da2c-488a-919b-9b6376b28883>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:701
|
||
msgid "MEDIAN(value1, [value2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:702
|
||
msgid "`Excel MEDIAN article <https://support.microsoft.com/office/median-function-d0916313-4753-414c-8537-ce85bdd967d2>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:703
|
||
msgid "MIN(value1, [value2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:704
|
||
msgid "`Excel MIN article <https://support.microsoft.com/office/min-function-61635d12-920f-4ce2-a70f-96f202dcc152>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:705
|
||
msgid "MINA(value1, [value2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:706
|
||
msgid "`Excel MINA article <https://support.microsoft.com/office/mina-function-245a6f46-7ca5-4dc7-ab49-805341bc31d3>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:707
|
||
msgid "MINIFS(range, criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:708
|
||
msgid "`Excel MINIFS article <https://support.microsoft.com/office/minifs-function-6ca1ddaa-079b-4e74-80cc-72eef32e6599>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:709
|
||
msgid "PEARSON(data_y, data_x)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:710
|
||
msgid "`Excel PEARSON article <https://support.microsoft.com/office/pearson-function-0c3e30fc-e5af-49c4-808a-3ef66e034c18>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:711
|
||
msgid "PERCENTILE(data, percentile)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:712
|
||
msgid "`Excel PERCENTILE article <https://support.microsoft.com/office/percentile-exc-function-bbaa7204-e9e1-4010-85bf-c31dc5dce4ba>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:713
|
||
msgid "PERCENTILE.EXC(data, percentile)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:714
|
||
msgid "`Excel PERCENTILE.EXC article <https://support.microsoft.com/office/percentrank-exc-function-d8afee96-b7e2-4a2f-8c01-8fcdedaa6314>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:715
|
||
msgid "PERCENTILE.INC(data, percentile)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:716
|
||
msgid "`Excel PERCENTILE.INC article <https://support.microsoft.com/office/percentile-inc-function-680f9539-45eb-410b-9a5e-c1355e5fe2ed>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:717
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:1008
|
||
msgid "POLYFIT.COEFFS(data_y, data_x, order, [intercept])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:718
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:1009
|
||
msgid "Compute the coefficients of polynomial regression of the dataset (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:719
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:1010
|
||
msgid "POLYFIT.FORECAST(x, data_y, data_x, order, [intercept])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:720
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:1011
|
||
msgid "Predict value by computing a polynomial regression of the dataset (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:721
|
||
msgid "QUARTILE(data, quartile_number)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:722
|
||
msgid "`Excel QUARTILE article <https://support.microsoft.com/office/quartile-function-93cf8f62-60cd-4fdb-8a92-8451041e1a2a>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:723
|
||
msgid "QUARTILE.EXC(data, quartile_number)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:724
|
||
msgid "`Excel QUARTILE.EXC article <https://support.microsoft.com/office/quartile-exc-function-5a355b7a-840b-4a01-b0f1-f538c2864cad>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:725
|
||
msgid "QUARTILE.INC(data, quartile_number)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:726
|
||
msgid "`Excel QUARTILE.INC article <https://support.microsoft.com/office/quartile-inc-function-1bbacc80-5075-42f1-aed6-47d735c4819d>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:727
|
||
msgid "RANK(value, data, [is_ascending])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:728
|
||
msgid "`Excel RANK article <https://support.microsoft.com/office/rank-function-6a2fc49d-1831-4a03-9d8c-c279cf99f723>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:729
|
||
msgid "RSQ(data_y, data_x)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:730
|
||
msgid "`Excel RSQ article <https://support.microsoft.com/office/rsq-function-d7161715-250d-4a01-b80d-a8364f2be08f>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:731
|
||
msgid "SLOPE(data_y, data_x)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:732
|
||
msgid "`Excel SLOPE article <https://support.microsoft.com/office/slope-function-11fb8f97-3117-4813-98aa-61d7e01276b9>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:733
|
||
msgid "SMALL(data, n)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:734
|
||
msgid "`Excel SMALL article <https://support.microsoft.com/office/small-function-17da8222-7c82-42b2-961b-14c45384df07>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:735
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:1012
|
||
msgid "SPEARMAN(data_y, data_x)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:736
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:1013
|
||
msgid "Compute the Spearman rank correlation coefficient of a dataset (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:737
|
||
msgid "STDEV(value1, [value2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:738
|
||
msgid "`Excel STDEV article <https://support.microsoft.com/office/stdev-function-51fecaaa-231e-4bbb-9230-33650a72c9b0>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:739
|
||
msgid "STDEV.P(value1, [value2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:740
|
||
msgid "`Excel STDEV.P article <https://support.microsoft.com/office/stdev-p-function-6e917c05-31a0-496f-ade7-4f4e7462f285>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:741
|
||
msgid "STDEV.S(value1, [value2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:742
|
||
msgid "`Excel STDEV.S article <https://support.microsoft.com/office/stdev-s-function-7d69cf97-0c1f-4acf-be27-f3e83904cc23>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:743
|
||
msgid "STDEVA(value1, [value2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:744
|
||
msgid "`Excel STDEVA article <https://support.microsoft.com/office/stdeva-function-5ff38888-7ea5-48de-9a6d-11ed73b29e9d>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:745
|
||
msgid "STDEVP(value1, [value2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:746
|
||
msgid "`Excel STDEVP article <https://support.microsoft.com/office/stdevp-function-1f7c1c88-1bec-4422-8242-e9f7dc8bb195>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:747
|
||
msgid "STDEVPA(value1, [value2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:748
|
||
msgid "`Excel STDEVPA article <https://support.microsoft.com/office/stdevpa-function-5578d4d6-455a-4308-9991-d405afe2c28c>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:749
|
||
msgid "STEYX(data_y, data_x)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:750
|
||
msgid "`Excel STEYX article <https://support.microsoft.com/office/steyx-function-6ce74b2c-449d-4a6e-b9ac-f9cef5ba48ab>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:751
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:1014
|
||
msgid "TREND(known_data_y, [known_data_x], [new_data_x], [b])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:752
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:1015
|
||
msgid "Fits points to linear trend derived via least-squares (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:753
|
||
msgid "VAR(value1, [value2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:754
|
||
msgid "`Excel VAR article <https://support.microsoft.com/office/var-function-1f2b7ab2-954d-4e17-ba2c-9e58b15a7da2>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:755
|
||
msgid "VAR.P(value1, [value2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:756
|
||
msgid "`Excel VAR.P article <https://support.microsoft.com/office/var-p-function-73d1285c-108c-4843-ba5d-a51f90656f3a>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:757
|
||
msgid "VAR.S(value1, [value2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:758
|
||
msgid "`Excel VAR.S article <https://support.microsoft.com/office/var-s-function-913633de-136b-449d-813e-65a00b2b990b>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:759
|
||
msgid "VARA(value1, [value2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:760
|
||
msgid "`Excel VARA article <https://support.microsoft.com/office/vara-function-3de77469-fa3a-47b4-85fd-81758a1e1d07>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:761
|
||
msgid "VARP(value1, [value2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:762
|
||
msgid "`Excel VARP article <https://support.microsoft.com/office/varp-function-26a541c4-ecee-464d-a731-bd4c575b1a6b>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:763
|
||
msgid "VARPA(value1, [value2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:764
|
||
msgid "`Excel VARPA article <https://support.microsoft.com/office/varpa-function-59a62635-4e89-4fad-88ac-ce4dc0513b96>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:777
|
||
msgid "CHAR(table_number)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:778
|
||
msgid "`Excel CHAR article <https://support.microsoft.com/office/char-function-bbd249c8-b36e-4a91-8017-1c133f9b837a>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:779
|
||
msgid "CLEAN(text)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:780
|
||
msgid "`Excel CLEAN article <https://support.microsoft.com/office/clean-function-26f3d7c5-475f-4a9c-90e5-4b8ba987ba41>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:781
|
||
msgid "CONCATENATE(string1, [string2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:782
|
||
msgid "`Excel CONCATENATE article <https://support.microsoft.com/office/concatenate-function-8f8ae884-2ca8-4f7a-b093-75d702bea31d>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:783
|
||
msgid "EXACT(string1, string2)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:784
|
||
msgid "`Excel EXACT article <https://support.microsoft.com/office/exact-function-d3087698-fc15-4a15-9631-12575cf29926>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:785
|
||
msgid "FIND(search_for, text_to_search, [starting_at])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:786
|
||
msgid "`Excel FIND article <https://support.microsoft.com/office/find-findb-functions-c7912941-af2a-4bdf-a553-d0d89b0a0628>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:787
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:1026
|
||
msgid "JOIN(delimiter, value_or_array1, [value_or_array2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:788
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:1027
|
||
msgid "Concatenates elements of arrays with delimiter (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:789
|
||
msgid "LEFT(text, [number_of_characters])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:790
|
||
msgid "`Excel LEFT article <https://support.microsoft.com/office/left-leftb-functions-9203d2d2-7960-479b-84c6-1ea52b99640c>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:791
|
||
msgid "LEN(text)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:792
|
||
msgid "`Excel LEN article <https://support.microsoft.com/office/len-lenb-functions-29236f94-cedc-429d-affd-b5e33d2c67cb>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:793
|
||
msgid "LOWER(text)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:794
|
||
msgid "`Excel LOWER article <https://support.microsoft.com/office/lower-function-3f21df02-a80c-44b2-afaf-81358f9fdeb4>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:795
|
||
msgid "MID(text, starting_at, extract_length)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:796
|
||
msgid "`Excel MID article <https://support.microsoft.com/office/mid-midb-functions-d5f9e25c-d7d6-472e-b568-4ecb12433028>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:797
|
||
msgid "PROPER(text_to_capitalize)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:798
|
||
msgid "`Excel PROPER article <https://support.microsoft.com/office/proper-function-52a5a283-e8b2-49be-8506-b2887b889f94>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:799
|
||
msgid "REPLACE(text, position, length, new_text)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:800
|
||
msgid "`Excel REPLACE article <https://support.microsoft.com/office/replace-replaceb-functions-8d799074-2425-4a8a-84bc-82472868878a>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:801
|
||
msgid "RIGHT(text, [number_of_characters])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:802
|
||
msgid "`Excel RIGHT article <https://support.microsoft.com/office/right-rightb-functions-240267ee-9afa-4639-a02b-f19e1786cf2f>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:803
|
||
msgid "SEARCH(search_for, text_to_search, [starting_at])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:804
|
||
msgid "`Excel SEARCH article <https://support.microsoft.com/office/search-searchb-functions-9ab04538-0e55-4719-a72e-b6f54513b495>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:805
|
||
msgid "SPLIT(text, delimiter, [split_by_each], [remove_empty_text])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:806
|
||
msgid "`Excel TEXTSPLIT article <https://support.microsoft.com/office/textsplit-function-b1ca414e-4c21-4ca0-b1b7-bdecace8a6e7>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:807
|
||
msgid "SUBSTITUTE(text_to_search, search_for, replace_with, [occurrence_number])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:808
|
||
msgid "`Excel SUBSTITUTE article <https://support.microsoft.com/office/substitute-function-6434944e-a904-4336-a9b0-1e58df3bc332>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:809
|
||
msgid "TEXT(number, format)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:810
|
||
msgid "`Excel TEXT article <https://support.microsoft.com/office/text-function-20d5ac4d-7b94-49fd-bb38-93d29371225c>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:811
|
||
msgid "TEXTJOIN(delimiter, ignore_empty, text1, [text2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:812
|
||
msgid "`Excel TEXTJOIN article <https://support.microsoft.com/office/textjoin-function-357b449a-ec91-49d0-80c3-0e8fc845691c>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:813
|
||
msgid "TRIM(text)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:814
|
||
msgid "`Excel TRIM article <https://support.microsoft.com/office/trim-function-410388fa-c5df-49c6-b16c-9e5630b479f9>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:815
|
||
msgid "UPPER(text)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:816
|
||
msgid "`Excel UPPER article <https://support.microsoft.com/office/upper-function-c11f29b3-d1a3-4537-8df6-04d0049963d6>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:817
|
||
msgid "VALUE(text)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:818
|
||
msgid "`Excel VALUE article <https://support.microsoft.com/office/value-function-257d0108-07dc-437d-ae1c-bc2d3953d8c2>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:823
|
||
msgid "Web"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:831
|
||
msgid "HYPERLINK(url, [link_label])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:832
|
||
msgid "`Excel HYPERLINK article <https://support.microsoft.com/office/hyperlink-function-333c7ce6-c5ae-4164-9c47-7de9b76f577f>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:837
|
||
msgid "Odoo-specific functions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:839
|
||
msgid "This section contains functions that interact directly with your Odoo database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:895
|
||
msgid "This function takes in two currency codes as arguments, and returns the exchange rate from -the first currency to the second as float (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:904
|
||
msgid "ODOO.PARTNER.BALANCE(partner_ids, [account_codes], [date_range], [offset], [company_id], [include_unposted])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:905
|
||
msgid "Get the partner balance for the specified account(s) and period (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:906
|
||
msgid "ODOO.RESIDUAL([account_codes], [date_range], [offset], [company_id], [include_unposted])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:907
|
||
msgid "Get the residual amount for the specified account(s) and period (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:934
|
||
msgid "COUNTUNIQUE(value1, [value2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:935
|
||
msgid "Counts number of unique values in a range (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:936
|
||
msgid "COUNTUNIQUEIFS(range, criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:937
|
||
msgid "Counts number of unique values in a range, filtered by a set of criteria (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:940
|
||
msgid "Misc"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:948
|
||
msgid "FORMAT.LARGE.NUMBER(value, [unit])"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:949
|
||
msgid "Apply a large number format (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:950
|
||
msgid "ODOO.LIST(list_id, index, field_name)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:951
|
||
msgid "Get the value from a list (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:952
|
||
msgid "ODOO.LIST.HEADER(list_id, field_name)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:953
|
||
msgid "Get the header of a list (not compatible with Excel)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:3
|
||
msgid "Global filters"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:5
|
||
msgid "Global filters, represented by the :icon:`os-global-filters` :guilabel:`Filters` icon at the top right of an Odoo spreadsheet, allow you to apply one or more filters to all the Odoo data that has been :doc:`inserted in that spreadsheet <../insert>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:9
|
||
msgid "These filters are particularly useful for reports and dashboards as users can easily and dynamically customize the view to answer complex business questions spanning multiple data sources."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:13
|
||
msgid "On a dashboard, global filters that have been :ref:`created in the underlying spreadsheet <spreadsheet/global-filters/create>` are applied via the search bar at the top of the dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:0
|
||
msgid "Global filters at the top of a dashboard"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:19
|
||
msgid "Four types of global filters are available:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:21
|
||
msgid ":ref:`Date <spreadsheet/global-filters/create-date>`: filters data based on a specific time range, with the options :guilabel:`Month / Quarter`, :guilabel:`Relative Period`, or :guilabel:`From / To`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:24
|
||
msgid ":ref:`Relation <spreadsheet/global-filters/create-relation>`: filters data based on a relational field in a related model, e.g., by :guilabel:`Salesperson` with the *User* model set as the related model."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:27
|
||
msgid ":ref:`Text <spreadsheet/global-filters/create-text>`: filters data based on a string of text or a range of predefined values, e.g., a product reference or barcode."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:29
|
||
msgid ":ref:`Yes/No <spreadsheet/global-filters/create-checkbox>`: filters data based on whether or not a checkbox, or boolean, field is set, e.g., lead is active."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:32
|
||
msgid "Unlike the standard :icon:`fa-filter` :guilabel:`(Add filters)` spreadsheet function, which lets you sort and temporarily hide data, global filters act on the underlying :ref:`data sources <spreadsheet/insert/data-sources>`, filtering data *before* it is loaded into the spreadsheet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:36
|
||
msgid "When a global filter is created, :ref:`field matching <spreadsheet/global-filters/field-matching>` for each data source ensures the filter acts on the correct database :doc:`fields </applications/studio/fields>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:41
|
||
msgid "Global filters work by adding extra conditions to the domains of all the data sources in the spreadsheet. Therefore, if you intend to use global filters, do not use the same conditions when configuring the initial list, pivot table, or chart in your database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:44
|
||
msgid "Setting default values, where relevant, ensures that the spreadsheet or dashboard loads quickly and provides a useful initial view that can be further customized if needed. For example, a :guilabel:`Date` filter could be set to show data from the last 30 days by default."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:51
|
||
msgid "Field matching"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:54
|
||
msgid "This process is crucial, as matching the wrong fields, or not setting matching fields at all, results in global filters that do not show the desired results."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:57
|
||
msgid "To function as intended, a global filter needs to act on the correct database fields. Consider a :guilabel:`Date` filter applied to sales data. As the *Sales Order* model contains several date fields, it is crucial to determine which field is relevant for the filter, e.g., the order date, the delivery date, the expected date, or the expiration date."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:62
|
||
msgid "When :ref:`creating a global filter <spreadsheet/global-filters/create>`, the :guilabel:`Field matching` section of the :guilabel:`Filter properties` allows you to determine, for each :ref:`data source <spreadsheet/insert/data-sources>` in the spreadsheet, which database field the filter should act on, or match with."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:67
|
||
msgid "Field matching is further explained in the relevant sections on creating :ref:`Date <spreadsheet/global-filters/create-date>`, :ref:`Relation <spreadsheet/global-filters/create-relation>`, :ref:`Text <spreadsheet/global-filters/create-text>`, and :ref:`Yes/No <spreadsheet/global-filters/create-checkbox>` global filters."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:76
|
||
msgid "Create global filters"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:78
|
||
msgid "Open the desired spreadsheet from the **Odoo Documents** app or via the **Odoo Dashboards** app if you are adding filters to a dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:81
|
||
msgid "To add a new filter, click :icon:`os-global-filters` :guilabel:`Filters` to open the :guilabel:`Filters` panel. Under :guilabel:`Create filter`, click :icon:`fa-calendar` :guilabel:`Date`, :icon:`fa-link` :guilabel:`Relation`, :icon:`fa-font` :guilabel:`Text`, or :icon:`fa-toggle-off` :guilabel:`Yes/No` as appropriate."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:87
|
||
msgid "Depending on the data source(s) present in the spreadsheet, suggested :ref:`relation filters <spreadsheet/global-filters/create-relation>` may be shown. Clicking on a suggested filter opens the :guilabel:`Filter properties` panel with certain values preconfigured."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:91
|
||
msgid "When saving a global filter, if any required information is missing or if any information provided in the :ref:`Field matching <spreadsheet/global-filters/field-matching>` section is not appropriate, an error is shown stating :guilabel:`Some required fields are not valid`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:96
|
||
msgid "To access the underlying spreadsheet of a dashboard, :ref:`activate developer mode <developer-mode>`, then click the :icon:`fa-pencil` :guilabel:`(Edit)` icon that appears when hovering over the dashboard name in the left panel."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:99
|
||
msgid "Click :icon:`fa-thumb-tack` :guilabel:`(pin)` at the top of the :guilabel:`Filters` panel to allow another panel, such as the :guilabel:`Filter properties` panel, to open beside it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:108
|
||
msgid "A :guilabel:`Date` filter can only match with a :ref:`Date <studio/fields/simple-fields-date>` or :ref:`Date & Time <studio/fields/simple-fields-date-time>` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:111
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:163
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:210
|
||
msgid "With the :guilabel:`Filter properties` panel open:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:113
|
||
msgid "Enter a name for the new date filter in the :guilabel:`Label` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:114
|
||
msgid "To set a :guilabel:`Default value`, select one of the available values, e.g, `Last 30 Days` or `Month to Date`. When applying the global filter, any of the available values can be selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:116
|
||
msgid "In the :guilabel:`Field matching` section, for each data source, click beside :guilabel:`Date field` and select the field the filter should match with."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:119
|
||
msgid "The :guilabel:`Period offset` option, which appears when a date field is chosen, enables comparisons to be made by shifting the time range by one or more periods in the past or future. By default, no period offset is defined. To define a period offset, select :guilabel:`Previous` or :guilabel:`Next`, then select the desired number of periods in the past or future."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:126
|
||
msgid "To compare data effectively using the :guilabel:`Period offset` feature, :ref:`duplicate the relevant inserted list <spreadsheet/insert/list-duplicate>` or :ref:`pivot table <spreadsheet/insert/pivot-table-duplicate>`, then, when setting up field matching, set a period offset for the second data source but not the first."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:131
|
||
msgid "When applying the filter, the original list or pivot table shows data for the time range selected, while the second shows data for a period before or after that time range, as defined."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:138
|
||
msgid "In the example below, a :guilabel:`Date` global filter allows the pivot table and chart to show sales data for any defined time period, in this case, `July 2025`. The :guilabel:`Custom Range` always shows the actual dates corresponding to the chosen period; it can also be updated directly."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:0
|
||
msgid "A date filter filters data for July 2025"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:146
|
||
msgid "In the :guilabel:`Field matching` section of the :guilabel:`Filter properties`, the field :guilabel:`Order Date` has been selected as the matching date field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:0
|
||
msgid "A date filter with the Order Date selected as the matching field"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:155
|
||
msgid "Relation"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:158
|
||
msgid "A :guilabel:`Relation` filter can only match with a :ref:`Many2One <studio/fields/relational-fields-many2one>`, :ref:`One2Many <studio/fields/relational-fields-one2many>`, or :ref:`Many2Many <studio/fields/relational-fields-many2many>` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:165
|
||
msgid "Enter a name for the new relation filter in the :guilabel:`Label` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:167
|
||
msgid "In the :guilabel:`Related model` field, start typing the model name to reveal a list of all models, then select the appropriate one. Once a model is selected, the :guilabel:`Default value` and :guilabel:`Possible values` fields appear, as well as the :guilabel:`Field matching` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:172
|
||
msgid "To set a :guilabel:`Default value`, select one of the available values; these are records from the model. If the related model is the *User* model, the option :guilabel:`Automatically filter on the current user` can be enabled."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:176
|
||
msgid "To limit the values that can be shown, enable :guilabel:`Restrict values with a domain`, then click :ref:`Edit domain <search/custom-filters>` to add or edit rules."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:179
|
||
msgid "In the :guilabel:`Field matching` section, check if the correct matching field has been assigned for each data source. If this is not the case, click below the data source name to select the correct field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:186
|
||
msgid "In the example below, a :guilabel:`Relation` filter allows the pivot table and chart to show sales data related to selected salespeople only. The *User* model is set as the :guilabel:`Related model`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:0
|
||
msgid "Relation filter set on a pivot table"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:193
|
||
msgid "In the :guilabel:`Field matching` section of the :guilabel:`Filter properties`, the field :guilabel:`Salesperson` was automatically assigned as the matching field for both the pivot table and the chart."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:0
|
||
msgid "A relation filter with the User model configured"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:206
|
||
msgid "A :guilabel:`Text` filter can only match with a :ref:`Text <studio/fields/simple-fields-text>` (char), :ref:`Integer <studio/fields/simple-fields-integer>`, or :ref:`Decimal <studio/fields/simple-fields-decimal>` (float) field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:212
|
||
msgid "Enter a name for the new text filter in the :guilabel:`Label` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:213
|
||
msgid "Optionally, enable :guilabel:`Restrict values to a range`. Doing so allows you to input a spreadsheet range either by typing the range or selecting it from the relevant sheet. The referenced range must be in the same spreadsheet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:216
|
||
msgid "Optionally, enter a :guilabel:`Default value`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:217
|
||
msgid "In the :guilabel:`Field matching` section, for each data source click below the data source name and select the field the :guilabel:`Text` filter should match with."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:223
|
||
msgid "In the example below, a :guilabel:`Text` global filter allows the pivot table and chart to show sales data only for products whose internal reference matches or contains the entered value, in this case, `FURN`. Multiple values can be entered if desired."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:0
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:0
|
||
msgid "Global filters set on a pivot table"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:230
|
||
msgid "In the :guilabel:`Field matching` section of the :guilabel:`Filter properties`, the :guilabel:`Internal Reference` of the :guilabel:`Product Variant` was selected as the matching field for both the pivot table and the chart."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:0
|
||
msgid "A text filter matched to the product's internal reference"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:238
|
||
msgid "If you selected :guilabel:`Restrict values to range` when configuring the text filter and defined a range, you select the value of the text field from a dropdown."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:244
|
||
msgid "Yes/No"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:247
|
||
msgid "A :guilabel:`Yes/No` filter can only match with a :ref:`Checkbox <studio/fields/simple-fields-checkbox>` (boolean) field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:250
|
||
msgid "With the :guilabel:`Filter properties` pane open:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:252
|
||
msgid "Enter a name for the new :guilabel:`Yes/No` filter in the :guilabel:`Label` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:253
|
||
msgid "Optionally, select :guilabel:`Is set` or :guilabel:`Is not set` as the :guilabel:`Default value`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:254
|
||
msgid "In the :guilabel:`Field matching` section, for each data source, click below the data source name and select the field the :guilabel:`Yes/No` filter should match with."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:259
|
||
msgid "In the example below, a :guilabel:`Yes/No` global filter was created to allow the user to see all active opportunities, i.e., for which the :guilabel:`Active` checkbox is enabled on the record, or all inactive opportunities, i.e., for which the :guilabel:`Active` checkbox is disabled. Leaving the filter empty shows both active and inactive opportunities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:267
|
||
msgid "In the :guilabel:`Field matching` section of the :guilabel:`Filter properties`, the field :guilabel:`Active` was assigned as the matching field for the pivot table."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:0
|
||
msgid "A yes/no filter with the Active field set as matching field"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:276
|
||
msgid "Manage and use global filters"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:278
|
||
msgid "Click the :icon:`os-global-filters` :guilabel:`Filters` icon at the top right of an Odoo spreadsheet to access the global filters that have been created for that spreadsheet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:281
|
||
msgid "It is possible to:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:283
|
||
msgid "**Apply one or more global filters** by selecting appropriate values per filter, as relevant."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:286
|
||
msgid "Reloading the browser will cause any global filters to reset to their initial state or default value, as relevant. To refresh data in an inserted list, pivot table, or chart without losing global filters that have been applied, click :menuselection:`Data -->` :icon:`os-refresh-data` :menuselection:`Refresh all data` from the menu bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:291
|
||
msgid "**Change the order** of existing filters by hovering over a filter and using the :icon:`os-thin-drag-handle` :guilabel:`(drag handle)` icon to change the position."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:293
|
||
msgid "**Clear filter values** (whether default or selected values) by clicking the :icon:`fa-times` :guilabel:`(Clear)` icon next to the value in the filter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:295
|
||
msgid "**Edit an existing filter** by selecting the :icon:`fa-cog` :guilabel:`(Edit)` icon to open the filter's :guilabel:`Filter properties` then editing as needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:297
|
||
msgid "**Delete an existing filter** by selecting the :icon:`fa-cog` :guilabel:`(Edit)` icon to open the filter's :guilabel:`Filter properties` then clicking :guilabel:`Remove`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:3
|
||
msgid "To-do"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:5
|
||
msgid "To-do assists you in organizing and managing personal tasks."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:8
|
||
msgid "Creating to-dos"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:10
|
||
msgid "To create a to-do, click :guilabel:`New` or the plus button (:guilabel:`➕`) next to a stage name. Add a title to your to-do, then click :guilabel:`Add` to save it or :guilabel:`Edit` to access more options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:14
|
||
msgid "If you choose to :guilabel:`Edit` a to-do, you have the option to add :guilabel:`Tags`, :guilabel:`Assignees`, or more information using the Odoo Editor."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:18
|
||
msgid "Adding :guilabel:`Assignees` shares the to-do with the users selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:19
|
||
msgid "Type `/` in the editor box to structure and format your content. You can also add media, links, and widgets."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:23
|
||
msgid "You can create a new to-do on the fly from anywhere in Odoo by opening the **command palette tool** with the keyboard shortcut ´ctrl+k´ and clicking :guilabel:`Add a To-Do`, or by clicking the clock button and then :guilabel:`Add a To-Do`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:0
|
||
msgid "Adding a to-do on the fly"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:31
|
||
msgid "Converting to-dos into project tasks"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:33
|
||
msgid "If you use the :doc:`Project app <../services/project>`, you can convert to-dos into project tasks. To do so, open a to-do and click the gear button (:guilabel:`⚙`), then :guilabel:`Convert to Task`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:36
|
||
msgid "Next, select the :guilabel:`Project`, :guilabel:`Assignees`, and :guilabel:`Tags`, then click :guilabel:`Convert to Task`. The to-do is now a project task and appears in the selected project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:-1
|
||
msgid "Converting a to-do into a task"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:43
|
||
msgid "Managing the to-do pipeline"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:45
|
||
msgid "Your assigned **to-dos** are displayed on the app dashboard. You can drag and drop a to-do to move it from one stage to another."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:-1
|
||
msgid "Example of a to-do pipeline"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:52
|
||
msgid "Click the :guilabel:`+ Personal Stage` button on the left of the pipeline to create a new stage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:54
|
||
msgid "Click the gear button (:guilabel:`⚙`) next to a stage to :guilabel:`Fold`, :guilabel:`Edit`, or :guilabel:`Delete` it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:0
|
||
msgid "Stage settings button"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:61
|
||
msgid "Scheduling activities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:63
|
||
msgid "To schedule an activity on a to-do, click the clock button on the app dashboard, then the :guilabel:`+ Schedule an activity` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:-1
|
||
msgid "Scheduling an activity from the To-do dashboard"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:69
|
||
msgid "To create the activity:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:71
|
||
msgid "Select an :guilabel:`Activity Type`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:72
|
||
msgid "Select a :guilabel:`Due date`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:73
|
||
msgid "Choose who the activity should be :guilabel:`Assigned to`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:74
|
||
msgid "Add a brief :guilabel:`Summary` if needed. You can add a more elaborate description in the :guilabel:`Log a note` box."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:77
|
||
msgid "Click :guilabel:`Schedule` to complete the action."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:80
|
||
msgid "The :guilabel:`To Do` activity is *not* a to-do task. Selecting it does not create a to-do task."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:83
|
||
msgid "Viewing to-dos in the Project app"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:85
|
||
msgid "If you use the :doc:`Project app <../services/project>`, your to-dos also appear as private tasks under the :guilabel:`My Tasks` view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:-1
|
||
msgid "Example of a \"My Tasks\" pipeline in the Project app"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:92
|
||
msgid "A padlock icon is visible on your private tasks to quickly identify them among your project tasks."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip.rst:5
|
||
msgid "VoIP (Voice over Internet Protocol)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip.rst:9
|
||
msgid "|VOIP| in Odoo enables businesses to handle calls over the internet by integrating directly with Odoo apps like **CRM**, **Helpdesk**, and more. Calls and messages are logged within these apps, keeping records linked to customer interactions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip.rst:14
|
||
msgid "`Odoo Tutorials: VoIP <https://www.odoo.com/slides/voip-voice-over-ip-315>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip.rst:16
|
||
msgid "Users can make and receive calls, track communication history, and automate call routing based on predefined rules. Features like call recording and analytics provide insights into call volume and response times, helping teams track communication efficiency."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip.rst:36
|
||
msgid "VoIP terms"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip.rst:38
|
||
msgid "**VoIP**: Voice over Internet Protocol. Technology that is used to handle calls that are not made from a phone line."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip.rst:40
|
||
msgid "**SIP**: Session Initiation Protocol. Technology included in |VOIP| that specifically handles the setup, management, and termination of calls."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip.rst:42
|
||
msgid "**Call queue**: A system to route calls (usually in a support team). This allows customers to wait for help if no support agents are available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip.rst:44
|
||
msgid "**Dial plans**: A system to define how |VOIP| calls are routed, based on set rules."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip.rst:47
|
||
msgid "Configure VoIP"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip.rst:49
|
||
msgid "To use |VOIP|, first :ref:`install <general/install>` the :guilabel:`VoIP` module."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip.rst:51
|
||
msgid "Once the module is installed, a :icon:`oi-voip` (:guilabel:`VoIP`) icon will appear at the top of the screen. This is where phone calls are made from within Odoo. When this icon is clicked, a |VOIP| pop-up widget appears on the screen, and is where emails can be sent, user and employee info can be edited, and activities can be managed. While this pop-up widget is open, the user can navigate through their Odoo apps."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip.rst:57
|
||
msgid "Using |VOIP| also requires a service provider. The next section explains how to connect a service provider to the Odoo database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip.rst:61
|
||
msgid "VoIP providers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip.rst:63
|
||
msgid "While |VOIP| setup is minimal in Odoo, most configuration happens in the external |VOIP| service provider. Two verified providers are :doc:`OnSIP <voip/onsip>` and :doc:`Axivox <voip/axivox>`. Click on the cards below to learn how to configure these service providers in the Odoo database. If these providers cannot be used, an alternate provider must meet these requirements to connect with Odoo:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip.rst:69
|
||
msgid "|VOIP| host must provide access to a SIP server via a websocket connection"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip.rst:70
|
||
msgid "|VOIP| host must support WebRTC protocol"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip.rst:72
|
||
msgid "To add the credentials for the alternate provider, go to the **Settings** app and search for `VoIP`. In the :guilabel:`Integrations` section under :guilabel:`VoIP`, click :guilabel:`Manage Providers`. And then, click :guilabel:`New` and enter the requested information (like the websocket's URL). Note that the :guilabel:`OnSIP Domain` field is where the domain created by the alternate provider goes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip.rst:77
|
||
msgid "If any issues with the |VOIP| service provider are encountered, then reach out to their support team. If any issues when setting up the |VOIP| service provider are encountered in Odoo, then follow the :ref:`relevant troubleshooting steps <voip/voip_widget/troubleshooting_voip>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip.rst:82
|
||
msgid "Odoo **cannot** verify that every alternate provider is compatible with Odoo's systems. However, if the above requirements are met, then no issues should be found."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip.rst:101
|
||
msgid "VoIP workflows"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip.rst:103
|
||
msgid "Here are a few commonly used workflows for Odoo |VOIP|. This technology is especially popular with sales teams and support teams, but can be useful for other teams as well."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox.rst:5
|
||
msgid "Axivox configuration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:3
|
||
msgid "VoIP services in Odoo with Axivox"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:6
|
||
#: ../../content/applications/productivity/voip/onsip.rst:20
|
||
msgid "Introduction"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:8
|
||
msgid "Odoo VoIP (Voice over Internet Protocol) can be set up to work together with `Axivox <https://www.axivox.com/>`_. In that case, a VoIP server is **not** necessary, as the infrastructure is hosted and managed by Axivox."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:12
|
||
msgid "To use this service, `contact Axivox <https://www.axivox.com/en/contact>`_ to open an account. Before doing so, verify that Axivox covers the company's area, along with the areas the company's users wish to call."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:19
|
||
msgid "To configure Axivox in Odoo, go to the :menuselection:`Apps` application, and search for `VoIP`. Then, install the :guilabel:`VoIP` module."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:22
|
||
msgid "Next, go to :menuselection:`Settings app --> General Settings --> Integrations section --> VoIP`. Click :guilabel:`Manage Providers`, then :guilabel:`New`. Fill in the following information:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:25
|
||
msgid ":guilabel:`Name`: type `Axivox`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:26
|
||
msgid ":guilabel:`WebSocket`: type in `wss://pabx.axivox.com:3443`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:27
|
||
msgid ":guilabel:`OnSIP Domain`: set the domain created by Axivox for the account (e.g., `yourcompany.axivox.com`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:29
|
||
msgid ":guilabel:`VoIP Environment`: set as :guilabel:`Production`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:-1
|
||
msgid "Integration of Axivox as VoIP provider in an Odoo database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:36
|
||
msgid "Access the domain on the Axivox administrative panel by navigating to `https://manage.axivox.com/ <https://manage.axivox.com/>`_. After logging into the portal, go to :menuselection:`Users --> Edit (next to any user) --> SIP Identifiers tab --> Domain`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:41
|
||
msgid "Configure VoIP user in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:43
|
||
msgid "Next, the user is configured in Odoo, which **must** take place for every Axivox/Odoo user using VoIP."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:46
|
||
msgid "In Odoo, go to :menuselection:`Settings app --> Users & Companies --> Users`, then open the desired user's form to configure :abbr:`VoIP (Voice over Internet Protocol)`. Under the :guilabel:`Preferences` tab, fill out the :guilabel:`VOIP Configuration` section:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:50
|
||
msgid ":guilabel:`VoIP username` / :guilabel:`Extension number`: (Axivox) :guilabel:`SIP username`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:51
|
||
msgid ":guilabel:`OnSip Auth Username`: (Axivox) :guilabel:`SIP username`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:52
|
||
msgid ":guilabel:`VoIP Secret`: (Axivox) :guilabel:`SIP Password`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:53
|
||
msgid ":guilabel:`Call from another device`: option to always transfer phone calls to handset"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:54
|
||
msgid ":guilabel:`External device number`: SIP external phone extension"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:55
|
||
msgid ":guilabel:`Reject incoming calls`: option to reject all incoming calls"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:56
|
||
msgid ":guilabel:`How to place calls on mobile`: method to make calls on a mobile device"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:-1
|
||
msgid "Integration of Axivox user in the Odoo user preference."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:63
|
||
msgid "Access the domain on the Axivox administrative panel by navigating to `https://manage.axivox.com/ <https://manage.axivox.com/>`_. After logging into the portal, go to :menuselection:`Users --> Edit (next to the user) --> SIP Identifiers tab --> SIP username / SIP password`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:0
|
||
msgid "SIP credentials in the Axivox manager."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:72
|
||
msgid "When entering the :guilabel:`SIP Password` into the user's :guilabel:`Preferences` tab, this value **must** be typed out manually and **not** pasted in. Pasting in causes a `401 server rejection error`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:3
|
||
msgid "Call queues"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:5
|
||
msgid "A call queue organizes and routes incoming calls when all agents are busy, placing callers on hold in the order they called. This system helps manage high call volumes more efficiently, ensures fair workload distribution, and provides a more predictable experience for both callers and agents."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:9
|
||
msgid "This document explains how to configure call queue settings and log into a queue from the Odoo database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:13
|
||
msgid ":ref:`Set up on hold music <voip/axivox/music_on_hold>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:16
|
||
msgid "Add a queue"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:18
|
||
msgid "To add a call queue in Axivox, navigate to the `Axivox management console <https://manage.axivox.com>`_. In the left menu, click :guilabel:`Queues`. Next, click :guilabel:`Add a queue`. From here, set up the call queue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:22
|
||
msgid ":guilabel:`Name`: The call queue's name. A required field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:23
|
||
msgid ":guilabel:`Internal Extension`: The extension agents can transfer callers to. A required field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:24
|
||
msgid ":guilabel:`Strategy`: How calls are routed. Choose the option that best matches the company's needs for this call queue:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:27
|
||
msgid ":guilabel:`Call all available agents`: The call is sent to every agent."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:28
|
||
msgid ":guilabel:`Calls the agent who has received the call for the longest time`: The call is sent to the agent with the longest idle time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:30
|
||
msgid ":guilabel:`Calls the agent who has received the least call`: The call is sent to the agent who has handled the fewest calls in a time window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:32
|
||
msgid ":guilabel:`Call a random agent`: The call is sent to a random agent."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:33
|
||
msgid ":guilabel:`Call agents one after the other`: The call is sent to the next agent in a specified order. This order is remembered, and the order does not reset after each call."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:35
|
||
msgid ":guilabel:`Call agents one after the other starting with the first in the list`: The call is sent to the next agent in a specified order. This order is remembered, and the order does reset after each call."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:39
|
||
msgid ":guilabel:`Maximum waiting time in seconds`: How long a customer can wait in the queue before getting forwarded to voicemail or a specific agent."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:41
|
||
msgid ":guilabel:`Maximum duration of ringing at an agent`: How long an individual agent's phone rings before the call gets moved onto the next step in the dial plan. Learn more about :doc:`dial plans <dial_plan_basics>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:44
|
||
msgid ":guilabel:`Static agents`: Agents in the queue who receive calls without logging in."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:45
|
||
msgid ":guilabel:`Dynamic agents`: Agents who must log into the queue to receive calls from it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:48
|
||
msgid ":ref:`voip/axivox/music_on_hold`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:49
|
||
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:36
|
||
msgid ":doc:`dial_plan_basics`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:50
|
||
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:37
|
||
msgid ":doc:`dial_plan_advanced`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:53
|
||
msgid "Agent connection"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:55
|
||
msgid "Agents have three ways to join a call queue:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:57
|
||
msgid "Static agents connect automatically."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:59
|
||
msgid "Static agents are always signed into the call queue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:61
|
||
msgid "Manager logs in specific agents, via the `Axivox management console <https://manage.axivox.com>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:62
|
||
msgid "Agent connects to the queue in Odoo, via the **VoIP** widget."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:65
|
||
msgid "Connect to the queue through Axivox"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:67
|
||
msgid "Once the call queue is set up and the changes are applied, a manager can log into the `Axivox management console <https://manage.axivox.com>`_ and connect dynamic agents to the queue manually."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:70
|
||
msgid "To connect an agent, click :guilabel:`Queues`, located in the left-hand menu. Doing so opens the :guilabel:`Queues` dashboard, with a few different columns listed:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:73
|
||
msgid ":guilabel:`Name`: name of the queue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:74
|
||
msgid ":guilabel:`Extension`: number of the extension to be dialed to reach the queue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:75
|
||
msgid ":guilabel:`Agent Connection`: number to dial for dynamic agents to log into the queue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:76
|
||
msgid ":guilabel:`Agent disconnection`: number to dial for dynamic agents to log out of the queue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:77
|
||
msgid ":guilabel:`Connected Agents`: name of agents connected to the queue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:79
|
||
msgid "The following buttons are also available on the :guilabel:`Queues` dashboard:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:81
|
||
msgid ":guilabel:`Connect an agent`: manually connect an agent to the queue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:82
|
||
msgid ":guilabel:`Report`: run a report on the queue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:83
|
||
msgid ":guilabel:`Delete`: delete the queue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:84
|
||
msgid ":guilabel:`Edit`: make changes to the queue's settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:86
|
||
msgid "When agents are connected to the queue, or are live with a customer, they are displayed under the :guilabel:`Connected Agents` column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:89
|
||
msgid "If they are static agents, they **always** show up as connected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:91
|
||
msgid "Connect an agent by clicking the orange button labeled :guilabel:`Connect an agent`. Then, select the desired agent's name from the drop-down menu, and click :guilabel:`Connect`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:94
|
||
msgid "To manually log a dynamic agent out of a call queue, navigate to the `Axivox management console <https://manage.axivox.com>`_, and click :guilabel:`Queues` from the left-hand menu. Then, click the green :guilabel:`Refresh` button at the top of the :guilabel:`Connected agents` column. From here, click the red :guilabel:`Disconnect` button, and they are immediately disconnected. This can be helpful in situations where agents forget to log out at the end of the day."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:-1
|
||
msgid "Call queue with connected agents column highlighted and connect an agent and report buttons\n"
|
||
"highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:105
|
||
msgid "Report"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:107
|
||
msgid "Click :guilabel:`Report` to open a :guilabel:`Queue report` page that shows queue activity. This report includes who connected and when when, as well as what phone calls were handled by the queue.f This information is showcased on a separate :guilabel:`Queue report` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:111
|
||
msgid "Set the report's date in the :guilabel:`Period` field. To pick a specific date range, use the :guilabel:`From` and :guilabel:`to` fields. The information can be organized by :guilabel:`Event type` (covered below), and :guilabel:`Call ID`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:115
|
||
msgid "Generate the report by clicking :guilabel:`Apply`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:117
|
||
msgid "Each report can be exported to a :abbr:`CSV (comma separated value)` file for further use and analysis, via the :guilabel:`Export to CSV` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:120
|
||
msgid "When the :guilabel:`Event type` field is clicked, a drop-down menu appears with the following options:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:123
|
||
msgid ":guilabel:`The caller quit`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:124
|
||
msgid ":guilabel:`An agent is connecting`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:125
|
||
msgid ":guilabel:`An agent is disconnecting`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:126
|
||
msgid ":guilabel:`The call was terminated (agent hangs up)`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:127
|
||
msgid ":guilabel:`The call was terminated (caller hangs up)`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:128
|
||
msgid ":guilabel:`The caller is connected to an agent.`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:129
|
||
msgid ":guilabel:`Someone is entering the queue`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:130
|
||
msgid ":guilabel:`The caller exits the queue (no agent is connected)`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:131
|
||
msgid ":guilabel:`The caller exits the queue (timeout)`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:132
|
||
msgid ":guilabel:`No one is answering`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:133
|
||
msgid ":guilabel:`No one is answering, the caller hangs up`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:134
|
||
msgid ":guilabel:`Transfer`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:135
|
||
msgid ":guilabel:`Blind Transfer` (when the caller is transferred without interacting with an agent)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:137
|
||
msgid "Any or all of the thirteen options can be selected from the :guilabel:`Event type` drop-down menu. Clicking :guilabel:`Check all` selects all the available options from the drop-down menu, and clicking :guilabel:`Uncheck all` removes all selections from the drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:141
|
||
msgid "To select an individual :guilabel:`Event type`, click on the desired option in the drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:-1
|
||
msgid "Axivox queue report with result, event type, and period highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:147
|
||
msgid "Connect to queue on Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:149
|
||
msgid "Dynamic agents can connect manually to the Axivox call queue from the Odoo **VoIP** widget once the **VoIP** app is configured for the individual user in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:152
|
||
msgid "To access the Odoo **VoIP** widget, click the :icon:`oi-voip` :guilabel:`(VoIP)` icon in the upper-right corner of the screen anywhere in an Odoo database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:156
|
||
msgid ":doc:`axivox_config`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:157
|
||
msgid ":doc:`../voip_widget`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:159
|
||
msgid "For an agent to connect to the call queue, dial the :guilabel:`Agent connection` number, and then press the green call button :icon:`fa-phone` :guilabel:`(phone)` icon in the **VoIP** widget. Then, the agent hears a short, two-second message indicating the agent is logged in. The call automatically ends."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:164
|
||
msgid "To view the connected agents in a call queue, navigate to the `Axivox management console <https://manage.axivox.com>`_, and click :guilabel:`Queues` from the left-hand menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:167
|
||
msgid "Then, click the green :guilabel:`Refresh` button at the top of the :guilabel:`Connected agents` column. Any agent, static or dynamic, that is connected to the queue currently appears in the column next to the queue they are logged into."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:171
|
||
msgid "To log out of the queue, open the Odoo **VoIP** widget, dial the :guilabel:`Agent disconnection` number, and then press the green call button :icon:`fa-phone` :guilabel:`(phone)` icon. The agent is disconnected from the queue after a short, two-second message."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:3
|
||
msgid "Conference calls"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:5
|
||
msgid "Conference calls help employees connect quickly and efficiently, so matters can be discussed in an open forum of sorts. Attendees can be limited, via a sign-in code. That way, confidential matters stay private."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:9
|
||
msgid "This document covers the configuration of conference calls in Axivox for use in Odoo *VoIP*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:12
|
||
msgid "Add a virtual conference"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:14
|
||
msgid "To add a virtual conference room, navigate to the `Axivox management console <https://manage.axivox.com>`_. After logging in, click on :guilabel:`Conferences` in the menu on the left."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:18
|
||
msgid "Next, click the green button labeled, :guilabel:`Add a conference`, and a :guilabel:`New conference` form appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:-1
|
||
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:-1
|
||
msgid "New conference form on Axivox."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:25
|
||
msgid "From here, fill in the :guilabel:`Name` field, and set an :guilabel:`Internal extension`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:27
|
||
msgid "The internal extension is what everyone in the network uses to quickly dial into the conference call, instead of typing in the whole phone number."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:31
|
||
msgid "Pick a number between three and five digits long, making it easy to remember and dial."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:33
|
||
msgid "Next, set the :guilabel:`Access code`, if the conference room requires security. This is a password to get into the conference, once the extension for the conference is dialed. Immediately after dialing the extension, a digital receptionist prompts for the :guilabel:`Access code`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:37
|
||
msgid "In the :guilabel:`Administrator extension` field, click the drop-down menu, and select the user's extension that manages the call."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:40
|
||
msgid "Finally, in the :guilabel:`Wait for the administrator to start the conference` field, click the drop-down menu, and select :guilabel:`Yes` or :guilabel:`No`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:43
|
||
msgid "Should the selection be :guilabel:`Yes`, then nobody is allowed to utilize the virtual conference room until the administrator is present, and logged into the conference call."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:46
|
||
msgid "When all fields are filled in, be sure to :guilabel:`Save` the configuration. Then, click :guilabel:`Apply changes` in the upper-right corner to implement the change in production."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:49
|
||
msgid "Upon doing so, the conference is added, and the Axivox administrator has the option to :guilabel:`Delete` or :guilabel:`Edit` the conference from the Axivox :guilabel:`Conference` main dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:53
|
||
msgid "To invite an Axivox user to a specific conference call, click :guilabel:`Invite` to the right of the desired conference, and proceed to enter the extension or phone number of the invitee in the pop-up window that appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:57
|
||
msgid "Once the extension or number is added into the :guilabel:`Please enter the phone number of the person you want to invite` field, click the green :guilabel:`Invite` button, and the recipient immediately receives a phone call, automatically linking them to the conference."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:66
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:32
|
||
msgid "Incoming numbers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:68
|
||
msgid "To open a conference to a wider audience, an Axivox conference can be linked to *Incoming numbers*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:70
|
||
msgid "To do that, log into the `Axivox management console <https://manage.axivox.com>`_, and click :guilabel:`Incoming numbers` in the menu on the left."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:73
|
||
msgid "On the :guilabel:`Incoming numbers` dashboard, click :guilabel:`Edit` to the far-right of the :guilabel:`Number` to which the conference should be attached."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:76
|
||
msgid "Then, under the first field, labeled, :guilabel:`Destination type for voice call`, click the drop-down menu, and select :guilabel:`Conference`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:79
|
||
msgid "Next, in the :guilabel:`Conference` field, click the drop-down menu, and select the specific conference that should be attached to this incoming number."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:82
|
||
msgid "Now, whenever this incoming number is dialed, the caller is let into the conference, if there is not an :guilabel:`Access code` required. If there *is* an :guilabel:`Access code` required, the caller is then prompted to enter the :guilabel:`Access code` to enter the conference."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:87
|
||
msgid "Start call in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:89
|
||
msgid "Anywhere in the Odoo database, open the *VoIP* widget, by clicking the :guilabel:`☎️ (phone)` icon, located in the upper-right corner. Then, dial the specific extension number for the conference, and click the :guilabel:`📞 (phone)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:-1
|
||
msgid "Connecting to a conference extension using the Odoo VoIP widget."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:97
|
||
msgid "Once the digital receptionist answers, enter the :guilabel:`Access code` (if needed), and press the :guilabel:`# (pound)` icon/key."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:3
|
||
msgid "Advanced dial plans"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:5
|
||
msgid "Typically, companies have a lot of incoming calls every day, but many do not want their teams to answer calls 24 hours a day, 7 days a week."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:8
|
||
msgid "By using Axivox advanced dial plan features, the process can be automated, and routing can be set up for all scenarios. This way, customers are never left waiting, or frustrated, because they cannot get in touch with anyone."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:12
|
||
msgid "By utilizing the advanced elements in dial plans, companies can automate call routing for certain days or times, like company holidays. Companies can also allow callers to enter extensions themselves, and get transferred automatically using a digital receptionist. This way, an administrative team does **not** have to be available around the clock."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:17
|
||
msgid "There is even the option to route callers, depending on where they are calling from in the world, thus maximizing efficiency."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:21
|
||
msgid "For more information on basic dial plans, and how to add elements, visit :doc:`dial_plan_basics`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:24
|
||
msgid "Using a browser add-on for spelling may hinder the use of the visual editor in dial plans. Do **not** use a translator with the Axivox management console."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:28
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:160
|
||
msgid "Advanced elements"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:30
|
||
msgid "In Axivox dial plans (as described in :doc:`dial_plan_basics`), there are two advanced elements that can be used."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:33
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:164
|
||
msgid ":guilabel:`Record`: recording feature is enabled (requires plan change, enabled in Axivox settings)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:35
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:166
|
||
msgid ":guilabel:`Caller ID`: replace the caller ID by the called number or free text."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:37
|
||
msgid "To add one of these elements, navigate to the :guilabel:`Dial plans` page, located in the menu on the left side of the `Axivox management console <https://manage.axivox.com>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:40
|
||
msgid "Next, click on the :guilabel:`Visual Editor` button to the right of the desired dial plan to edit it. Finally, open the :guilabel:`New element` drop-down menu, select the element, and click :guilabel:`Add`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:-1
|
||
msgid "Visual editor for a dial plan in Axivox, with Add and the dispatcher element highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:48
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:99
|
||
msgid "For more information, visit :ref:`voip/axivox/dial_plans`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:51
|
||
msgid "The :guilabel:`Record` element records calls that are routed through this element, and requires an additional plan change in Axivox."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:54
|
||
msgid "To enable recording on Axivox, navigate to :guilabel:`Settings` in the `Axivox management console <https://manage.axivox.com>`_. Then, go to the :guilabel:`Recording` drop-down menu, near the bottom of the page. From there, select :guilabel:`Enabled` from the drop-down menu to enable recording using the :guilabel:`Record` element in a dial plan."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:60
|
||
msgid "If the :guilabel:`Recording` drop-down menu is unavailable and unable to change, then consult Axivox to enable the feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:63
|
||
msgid "The :guilabel:`Caller ID` element allows for the replacement of the caller ID downstream, after routing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:66
|
||
msgid "Upon adding the :guilabel:`Caller ID` element to the dial plan, and double-clicking it to configure it, two options appear."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:69
|
||
msgid "The first is a :guilabel:`Free text` field, where any text can be input to replace the caller ID. The second option is :guilabel:`Replace the caller ID by the called number`. This option replaces the caller's ID with the :guilabel:`Incoming number`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:74
|
||
msgid "A company may want to use the :guilabel:`Caller ID` element to replace the :guilabel:`Incoming number`, so employees, or outside transfers, cannot see the number, and information is kept private."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:79
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:135
|
||
msgid "Basic routing elements"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:81
|
||
msgid "Basic routing elements in Axivox dial plans provide extension-based routing. This can be done by adding either a *Menu* to numerically link the dial-by-numbers to an action, or by using a *Digital Receptionist* to automatically route or listen for an extension, based on a key input from the caller."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:86
|
||
msgid "The main difference between the two elements is that the *Digital Receptionist* does **not** need to be pre-configured numerically with actions. Instead, it acts as a virtual receptionist."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:89
|
||
msgid ":guilabel:`Menu`: add a dial-by-number directory and configured downstream actions (not terminal). For example, a dial-by-numbers function could feature an element, wherein clicking '2' takes the caller to the element linked to '2' on the Menu element in the dial plan."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:92
|
||
msgid ":guilabel:`Digital Receptionist`: attach a virtual dispatcher to listen for extensions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:94
|
||
msgid "To add one of these elements, navigate to the :guilabel:`Dial plans` page, located in the menu on the left side of the `Axivox management console <https://manage.axivox.com>`_. Next, click on the :guilabel:`Visual Editor` button to the right of the dial plan, to edit the dial plan. Then, open the :guilabel:`New element` drop-down menu, select the element, and click :guilabel:`Add`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:102
|
||
msgid "Digital receptionist scenario"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:104
|
||
msgid "The *Digital Receptionist* element is a listen-feature that accurately routes callers through a dial plan, based on the extension they enter, via the key pad."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:107
|
||
msgid "Set a *Digital Receptionist* to eliminate the need of a team, or live receptionist, to be on-call all the time. With that element in place, calls now reach their destination, without a real person interjecting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:111
|
||
msgid "After adding the :guilabel:`Digital Receptionist` element to a dial plan, connect the appropriate endpoints, and double-click on the element to set the :guilabel:`Timeout` on the :guilabel:`receptionist` pop-up window that appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:115
|
||
msgid "The :guilabel:`Timeout` can be set in `5` second increments, from `5` seconds to `60` seconds."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:118
|
||
msgid "The :guilabel:`Digital Receptionist` element **requires** a :guilabel:`Play a file` element on either side of it, to explain what action to take, and when a wrong extension is entered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:122
|
||
msgid "While customizing a dial plan in a :guilabel:`Dialplan Editor` pop-up window, add a :guilabel:`Menu` element, with a :guilabel:`Greeting message` that might read, `Press star to dial an extension`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:126
|
||
msgid "Then, on the :guilabel:`Menu` element, for the :guilabel:`* (star)` option, link a :guilabel:`Play a file` element, that plays an :guilabel:`Audio message` saying, 'Enter the extension of the person you are trying to reach'."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:130
|
||
msgid "Following the first :guilabel:`Play a file` element, add the :guilabel:`Digital Receptionist` element, followed by another :guilabel:`Play a file` element, which states, 'That is not a valid extension'."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:134
|
||
msgid "This last element is in place to close the loop, should the caller not enter a correct extension."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:136
|
||
msgid "Finally, this last :guilabel:`Play a file` element is looped back into the :guilabel:`Menu` element."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:0
|
||
msgid "A digital receptionist element highlighted in an example dial plan."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:144
|
||
msgid "Dial plan elements can be configured by double-clicking them, and selecting different features of the Axivox console to them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:147
|
||
msgid "For example, an :guilabel:`Audio message` needs to be made, and then selected in a :guilabel:`Play a file` or :guilabel:`Menu` element."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:150
|
||
msgid "For more information, see this documentation :ref:`voip/axivox/audio_messages`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:153
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:147
|
||
msgid "Advanced routing elements"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:155
|
||
msgid "Advanced routing elements route calls automatically as they are received into the incoming number(s). This can be configured using geo-location, whitelisting, or time-based variables. Calls pass through a filter prior to their final destination, and are routed, based on the set variable(s)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:160
|
||
msgid "The following are advanced routing elements:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:162
|
||
msgid ":guilabel:`Dispatcher`: create a call filter to route traffic, based on the geo-location of the caller ID."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:164
|
||
msgid ":guilabel:`Access List`: create a tailored access list, with VIP customer preference."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:165
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:154
|
||
msgid ":guilabel:`Time Condition`: create time conditions to route incoming traffic around holidays, or other sensitive time-frames."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:169
|
||
msgid "Whitelisting is a technical term used to create a list of allowed numbers. Conversely, blacklisting is used to create a list of denied numbers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:172
|
||
msgid "To add one of these elements, navigate to the :guilabel:`Dial plans` page, located in the menu on the left side of the `Axivox management console <https://manage.axivox.com>`_. Next, click on the :guilabel:`Visual Editor` button to the right of the dial plan, to edit the dial plan. Then, open the :guilabel:`New element` drop-down menu, select the element, and click :guilabel:`Add`. For more information, visit :ref:`voip/axivox/dial_plans`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:179
|
||
msgid "Dispatcher scenario"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:181
|
||
msgid "A *Dispatcher* element is a dial plan feature that directs calls, based on region or geo-location. In most cases, the :guilabel:`Dispatcher` element in a dial plan is linked to the :guilabel:`Start` element, in order to filter or screen calls as they come into an incoming number."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:185
|
||
msgid "Double-click the :guilabel:`Dispatcher` element in the :guilabel:`Dialplan Editor` pop-up window to configure it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:188
|
||
msgid "This element checks numbers (routed through this element), according to regular expressions. To add a regular expression, click :guilabel:`Add a line` on the bottom of the :guilabel:`Dispatcher` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:192
|
||
msgid "Then, under :guilabel:`Name`, enter a recognizable name to identify this expression. This is the name that appears in the :guilabel:`Dispatcher` element on the dial plan showcased in the :guilabel:`Dialplan Editor` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:196
|
||
msgid "In the :guilabel:`Regular expression` field, enter the country code, or area code, which Axivox should route for incoming calls. This is especially helpful when a company would like to filter their customers to certain queues, or users based on the customer's geo-location."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:200
|
||
msgid "To specify all numbers behind a certain country code, or area code, include `\\d+` after the country code, or country code + area code."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:-1
|
||
msgid "Dispatcher configuration panel, with name, regular expression and add a line highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:208
|
||
msgid "`02\\\\d+`: validates the numbers starting with `02`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:209
|
||
msgid "`00\\\\d+`: validates all numbers beginning with `00`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:210
|
||
msgid "`0052\\\\d+` validates all numbers beginning with `0052` (Mexico country code)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:211
|
||
msgid "`001716\\\\d+`: validates all numbers beginning with `001716` (USA country code + Western New York area code)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:215
|
||
msgid "A regular expression (shortened to \"regex\" or \"regexp\"), sometimes referred to as a \"rational expression,\" is a sequence of characters that specifies a match pattern in text. In other words, a match is made within the given range of numbers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:219
|
||
msgid "When the desired configurations are complete on the :guilabel:`Dispatcher` pop-up window, be sure to click :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:222
|
||
msgid "Upon doing so, the :guilabel:`Dispatcher` element appears with different routes available to configure, based on the :guilabel:`Regular Expressions` that were set."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:225
|
||
msgid "Attach these routes to any :guilabel:`New element` in the :guilabel:`Dialplan Editor` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:227
|
||
msgid "By default, there is an :guilabel:`Unknown` path that appears on the :guilabel:`Dispatcher` element after setting at least one :guilabel:`Regular Expression`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:230
|
||
msgid "Calls follow this route/path when their number does not match any :guilabel:`Regular Expression` set on the :guilabel:`Dispatcher` element."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:-1
|
||
msgid "Dial plan with dispatcher element highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:238
|
||
msgid "Time condition scenario"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:240
|
||
msgid "When a :guilabel:`Time Condition` element is added to a dial plan, it has a simple :guilabel:`True` and :guilabel:`False` routing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:243
|
||
msgid "After adding the :guilabel:`Time Condition` element to a dial plan, double-click it to configure the variables. :guilabel:`Hour/Minute`, :guilabel:`Days of the week`, :guilabel:`Day of the month`, and :guilabel:`Month` can all be configured."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:247
|
||
msgid "If the time which the caller contacts the incoming number matches the set time conditions, then the :guilabel:`True` path is followed, otherwise the :guilabel:`False` path is followed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:251
|
||
msgid "For a company that is closed yearly for the American Independence Day holiday (July 4th) the following time conditions should be set:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:254
|
||
msgid ":guilabel:`Hour/Minute` - `0:0 to 23:59`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:255
|
||
msgid ":guilabel:`Day of the week` - `All to All`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:256
|
||
msgid ":guilabel:`Day of the month` - `From 4 to 4`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:257
|
||
msgid ":guilabel:`Month` - `July`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:259
|
||
msgid "The :guilabel:`Time Condition` element is especially useful for holidays, weekends, and to set working hours. When a caller reaches a destination where they can be helped, either with a real person or voicemail, this reduces wasted time and hangups."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:-1
|
||
msgid "Time condition element set in a dial plan on Axivox. Time condition is highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:268
|
||
msgid "To set the :guilabel:`Timezone` that the :guilabel:`Time Condition` operates under, navigate to `Axivox management console <https://manage.axivox.com>`_, and click :guilabel:`Settings` in the menu on the left. Then, set the :guilabel:`Timezone` using the second field from the bottom, by clicking the drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:274
|
||
msgid "Access list scenario"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:276
|
||
msgid "An *Access List* element in a dial plan allows for the routing of certain numbers, and disallows (denies) other numbers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:279
|
||
msgid "After adding an :guilabel:`Access List` element to a dial plan, it can be configured by double-clicking on the element directly in the :guilabel:`Dialplan Editor` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:282
|
||
msgid "Two fields appear where regular expressions can based in the :guilabel:`Allow` and :guilabel:`Deny` fields of the :guilabel:`Access List` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:286
|
||
msgid "For a very important customer, their number can be set in the :guilabel:`Allow` field, and these callers can be sent directly to management."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:290
|
||
msgid "A regular expression (shortened to \"regex\" or \"regexp\"), sometimes also referred to as a \"rational expression,\" is a sequence of characters that specifies a match pattern in text."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:-1
|
||
msgid "Access list element configuration with the allow/deny fields highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:298
|
||
msgid "`2\\\\d\\\\d`: validates numbers from `200 to 299`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:299
|
||
msgid "`02\\\\d*`: validates all numbers beginning with `02`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:300
|
||
msgid "`0017165551212`: validates the number (`0017165551212`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:302
|
||
msgid "After setting the :guilabel:`Allow` and :guilabel:`Deny` fields with regular expressions or numbers, click :guilabel:`Save` on the :guilabel:`Access List` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:305
|
||
msgid "Then, on the :guilabel:`Access list` element in the dial plan, three paths (or routes) are available to link to further actions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:308
|
||
msgid "Unknown calls can be routed through the regular menu flow by adding a :guilabel:`Menu` element, and connecting it to the :guilabel:`Unknown` path. :guilabel:`Refused` calls can be routed to the :guilabel:`Hang up` element. Lastly, :guilabel:`Authorized` callers can be sent to a specific extension or queue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:-1
|
||
msgid "Access list element highlighted in an example dial plan."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:318
|
||
msgid "Switches"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:320
|
||
msgid "A *Switch* element in Axivox is a simple activated/deactivated route action."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:322
|
||
msgid "These can be activated or chosen quickly, allowing for quick routing changes, without altering the dial plan."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:325
|
||
msgid "Alternate routes can be configured, so that in a moments notice, they can be switched to. This could be for new availability, or to adjust traffic flow for any number of reasons."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:328
|
||
msgid "Axivox allows for a simple on/off switch, and a multi-switch, which can have several paths to choose from."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:331
|
||
msgid ":guilabel:`Switch`: a manual on/off control that can divert traffic, based on whether it is opened (on) or closed (off)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:333
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:156
|
||
msgid ":guilabel:`Multi-Switch`: a mechanism to create paths, and turn them on and off, to divert incoming calls."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:337
|
||
msgid "Basic switch"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:339
|
||
msgid "A :guilabel:`Switch` can be set in the `Axivox management console <https://manage.axivox.com>`_ by navigating to :guilabel:`Switches` in the left menu. To create a new switch click :guilabel:`Add a switch` from the :guilabel:`Switches` dashboard, configure a :guilabel:`Name` for it, and click :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:344
|
||
msgid "Then, toggle the desired switch to either :guilabel:`On` or :guilabel:`Off`, from the :guilabel:`State` column on the :guilabel:`Switches` dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:347
|
||
msgid "This :guilabel:`On` / :guilabel:`Off` state automatically routes traffic in a dial plan, in which this switch is set."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:350
|
||
msgid "The traffic travels to the :guilabel:`Active` route when :guilabel:`On` is toggled in the switch. The call traffic travels to the :guilabel:`Inactive` route when :guilabel:`Off` is toggled in the switch."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:354
|
||
msgid "Changes can be made on the fly, just be sure to click :guilabel:`Apply changes` to implement the them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:358
|
||
msgid "Add a switch to dial plan"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:360
|
||
msgid "To add a :guilabel:`Switch` to a dial plan, navigate to `Axivox management console <https://manage.axivox.com>`_, and click on :guilabel:`Dial plans` in the left menu. Then, click :guilabel:`Visual Editor` next to the desired dial plan to open the :guilabel:`Dialplan Editor` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:365
|
||
msgid "Then, from the :guilabel:`New element` drop-down menu, select :guilabel:`Switch`, and then click :guilabel:`Add`. Double-click on the element to further configure the :guilabel:`Switch` element."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:-1
|
||
msgid "Switch configuration in a dial plan, with inactive and active routes highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:373
|
||
msgid "Multi-switch"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:375
|
||
msgid "A *Multi-Switch* element in Axivox is a switch where multiple paths can be configured, and switched between."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:378
|
||
msgid "To configure and set a :guilabel:`Multi-Switch` element, navigate to `Axivox management console <https://manage.axivox.com>`_. Then, click on the :guilabel:`Switches` menu item in the left menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:381
|
||
msgid "Toggle to the :guilabel:`Multi-switch` tab to create, or set, a pre-configured :guilabel:`Multi-Switch` element."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:384
|
||
msgid "To create a new :guilabel:`Multi-Switch`, click :guilabel:`Create new`. Then, enter a :guilabel:`Name` for the element, and then enter the :guilabel:`Available choice`. Enter one :guilabel:`Available choice` per line. Do **not** duplicate any entries."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:388
|
||
msgid "Remember to click :guilabel:`Save` when done."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:390
|
||
msgid "To select the :guilabel:`State` of the :guilabel:`Multi-Switch`, click the drop-down menu next to the :guilabel:`Multi-Switch` name, under the :guilabel:`Multi-switch` tab on the :guilabel:`Switches` dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:394
|
||
msgid "The :guilabel:`State` chosen is the route that is followed in the dial plan. The :guilabel:`State` can be edited on the fly, just be sure to click :guilabel:`Apply changes`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:398
|
||
msgid "Add a multi-switch to dial plan"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:400
|
||
msgid "To add a :guilabel:`Multi-Switch` element to a dial plan, navigate to `Axivox management console <https://manage.axivox.com>`_, and click :guilabel:`Dial plans` in the left menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:403
|
||
msgid "Then, select or create a dial plan. Next, click :guilabel:`Visual Editor` on the desired dial plan."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:405
|
||
msgid "On the :guilabel:`Dialplan Editor` pop-up window that appears, click on the :guilabel:`New element` drop-down menu, and select :guilabel:`Multi-Switch`. Then, click :guilabel:`Add`. Double-click on the element to further configure the :guilabel:`Switch` element."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:-1
|
||
msgid "Multi-switch configuration in a dial plan, with chosen route highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:3
|
||
msgid "Dial plan basics"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:5
|
||
msgid "When someone calls a business, they might need to get in contact with customer support, a sales team, or even a person's direct line. The caller might also be in search of some information about the business, such as store hours. Or, they might want to leave a voicemail, so someone from the company can call them back. With dial plans in Axivox, a company can manage how incoming calls like this are handled."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:11
|
||
msgid "Using proper call architecture through a dial plan, callers get directed to the right people, or to the right information, in a quick, efficient manner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:14
|
||
msgid "This document covers the basic configuration of dial plans in Axivox."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:17
|
||
msgid "For more information on advanced dial plans, visit :doc:`dial_plan_advanced`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:20
|
||
msgid "Using a browser add-on for spelling may hinder the use of the visual editor in dial plans. Do not use a translator with the Axivox management console."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:26
|
||
msgid "Dial plans"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:28
|
||
msgid "Access dial plans by navigating to `Axivox management console <https://manage.axivox.com>`_, and clicking on :guilabel:`Dial plans` from the menu on the left."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:31
|
||
msgid "To add a new dial plan from the :guilabel:`Dial plan` page, click the green button labeled, :guilabel:`Add a new dial plan`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:35
|
||
msgid "Axivox has no limit to the number of dial plans that can be created. These can be added, and improved upon, at any time. This allows for sandboxes to be created with many different configurations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:-1
|
||
msgid "Dial plan dashboard with the edit features and Add a dial plan button highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:43
|
||
msgid "To edit an existing dial plan, choose one of the following options to the right of the saved dial plan:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:46
|
||
msgid ":guilabel:`Delete`: this action deletes the attached dial plan."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:47
|
||
msgid ":guilabel:`Edit`: this action allows the user to edit the dial plan."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:48
|
||
msgid ":guilabel:`Visual Editor`: this action opens a visual editor window, where the dial plan architecture can be viewed and edited."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:50
|
||
msgid ":guilabel:`Duplicate`: this action duplicates the dial plan, and puts it at the bottom of the list, with an extension of one number (+1) larger than the original extension."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:54
|
||
msgid "Dialplan editor (visual editor)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:56
|
||
msgid "When the :guilabel:`Visual Editor` button is clicked for a dial plan on the :guilabel:`Dial plan` page, a pop-up :guilabel:`Dialplan Editor` window appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:59
|
||
msgid "This pop-up window is the primary place where the architecture, or structure, of the dial plan is configured. In this window, a :abbr:`GUI (graphical user interface)` appears, where various dial plan elements can be configured and linked together."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:-1
|
||
msgid "Visual editor for an example dial plan, with the new element, Add, and Save buttons\n"
|
||
"highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:69
|
||
msgid "New dial plans come blank with :guilabel:`New element` options for the user to :guilabel:`Add` and :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:72
|
||
msgid "The method for saving in the :guilabel:`Dialplan Editor` is different from saving any other edits in the Axivox management console because the :guilabel:`Save` button **must** be pressed before closing the :menuselection:`Visual editor`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:76
|
||
msgid "Then, before these changes can take place on the Axivox platform, the user **must** click :guilabel:`Apply changes` in the upper-right corner of the :guilabel:`Dial plan` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:79
|
||
msgid "From the :guilabel:`Dialplan Editor` pop-up window, users can add a new element to the dial plan. To do that, open the :guilabel:`New element` drop-down menu, and select the desired element. Then, click :guilabel:`Add`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:83
|
||
msgid "Doing so adds that element to the visual editor display of the dial plan being modified. This element can be moved where desired amongst the other elements present in the dial plan."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:86
|
||
msgid "Connect elements in the dial plan by clicking and dragging outward from the :guilabel:`(open circle)` icon on the right side of the element. Doing so reveals an :guilabel:`(arrow)` icon. Proceed to drag this :guilabel:`(arrow)` icon to the desired element in the dial plan that it is meant to connect with."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:91
|
||
msgid "Connect the :guilabel:`(arrow)` icon to the circle on the left side of the desired element."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:93
|
||
msgid "Calls displayed in the dial plan flow from left-to-right in the element."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:95
|
||
msgid "In order to further configure a :guilabel:`New element`, double-click on the element inside the dial plan, to reveal a subsequent pop-up window, wherein additional customizations can be entered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:98
|
||
msgid "Each element has a different configuration pop-up window that appears when double-clicked."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:101
|
||
msgid "All elements **must** have a final destination in the dial plan in order to close a loop. This can be accomplished by implementing the :guilabel:`Hang up` element, or looping the element back to a :guilabel:`Menu` element or :guilabel:`Digital Receptionist` element elsewhere in the dial plan."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:0
|
||
msgid "Dial plan, shown with highlight looping open end back to the beginning of the menu\n"
|
||
"element."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:111
|
||
msgid "Once all desired dial plan elements and configurations are complete, remember to click :guilabel:`Save` before exiting the :guilabel:`Dialplan Editor` pop-up window. Then, click :guilabel:`Apply changes` on the :guilabel:`Dial plans` page to ensure they are implemented into Axivox production."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:117
|
||
msgid "Dial plan elements"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:119
|
||
msgid "The following elements are available in the :guilabel:`New element` drop-down menu, while designing a dial plan in the :guilabel:`Dialplan Editor` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:123
|
||
msgid "Basic elements"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:125
|
||
msgid "These are the basic elements that are used in simple dial plans in Axivox:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:127
|
||
msgid ":guilabel:`Call`: call an extension or queue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:128
|
||
msgid ":guilabel:`Play a file`: play an audio file or voice greeting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:129
|
||
msgid ":guilabel:`Voicemail`: forward to a voicemail (terminal)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:130
|
||
msgid ":guilabel:`Hang up`: hang up the call (terminal)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:131
|
||
msgid ":guilabel:`Queue`: attach a call queue with a group of users to answer a call."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:132
|
||
msgid ":guilabel:`Conference`: add a conference room for a caller to connect to."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:137
|
||
msgid "Routing elements change or route the path of a caller, these are some basic routing elements used in Axivox:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:140
|
||
msgid ":guilabel:`Menu`: add a dial-by-number directory and configure downstream actions (not terminal)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:141
|
||
msgid ":guilabel:`Switch`: attach a manual on/off control that can divert traffic based on whether it is opened (On) or closed (Off)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:143
|
||
msgid ":guilabel:`Digital Receptionist`: attach a virtual dispatcher to listen for extensions to connect to."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:149
|
||
msgid "These are the more advanced elements that route calls in Axivox:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:151
|
||
msgid ":guilabel:`Dispatcher`: create a call filter to route traffic based on the geo-location of the caller ID."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:153
|
||
msgid ":guilabel:`Access List`: create a tailored access list with VIP customer preference."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:162
|
||
msgid "The following are more advanced elements (not routing) in Axivox:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:169
|
||
msgid "Dial plan elements can be configured by double-clicking them, and linking different aspects of the Axivox console to them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:173
|
||
msgid "Attach to incoming number"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:175
|
||
msgid "To attach an existing dial plan to an incoming number, go to `Axivox management console <https://manage.axivox.com>`_ , and click on :guilabel:`Incoming numbers`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:178
|
||
msgid "Next, click :guilabel:`Edit` next to the number to which the dial plan should be attached."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:180
|
||
msgid "Doing so reveals a separate page wherein that number's dial plan can be modified. To do that, select :guilabel:`Dial plan` from the :guilabel:`Destination type for voice call` field drop-down menu. Then, choose the desired dial plan from the :guilabel:`Dial plan` field that appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:184
|
||
msgid "With that in place, that means when that specific number calls in, the configured dial plan is activated, and runs through the prompts to properly route the caller."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:187
|
||
msgid "Finally, :guilabel:`Save` the changes, and click :guilabel:`Apply changes` in the upper-right corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:191
|
||
msgid "Basic dial plan scenario"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:193
|
||
msgid "The following showcases a basic dial plan scenario for call routing, where additional elements can be added to expand the setup. This basic dial plan scenario includes the following linked elements :menuselection:`Start --> Play a file --> Menu --> (Hang-up, Calls, Queues, Conferences) --> (Voicemail, Hang-up)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:-1
|
||
msgid "Basic dial plan configuration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:203
|
||
msgid "This setup does **not** include any basic or advanced call routing. For more information on call routing, reference this documentation: :doc:`dial_plan_advanced`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:3
|
||
msgid "Dynamic caller ID"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:5
|
||
msgid "*Caller ID* identifies the caller when they make a phone call. It allows the recipient of the call to see what number the caller is calling from. Caller ID shows users and clients who is calling, so they can choose to pick up or decline the call."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:9
|
||
msgid "Axivox offers a dynamic caller ID option to choose which number is displayed on outgoing calls."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:11
|
||
msgid "International numbers can be purchased to do business transactions internationally, via a phone call, from a number that has an area code or country code of the destination being called. By displaying a local number, this can increase customer engagement."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:15
|
||
msgid "Some companies have many employees making calls from a call center. These employees are not always available to receive a return phone call from a prospective customer. In this case, :abbr:`VoIP (Voice over Internet Protocol)` can be configured in such a way that dynamic caller ID shows the main company phone number, so any number of employees in the group can answer the call. This way, a call is never missed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:24
|
||
msgid "Default outgoing number"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:26
|
||
msgid "In Axivox a *default number* can be set. This is a company's main number. This means, when anyone from the company (user/employee) calls a number outside the company, the default outgoing number shows up automatically on the caller ID."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:30
|
||
msgid "If someone from outside the company tries to call back a user/employee, they are then funneled back through the main line (default number). If there is a dial plan set up, they are prompted to make selections. This is especially helpful in cases where employees change positions frequently, or if they leave the company."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:39
|
||
msgid "To access the default number, go to the `Axivox management console <https://manage.axivox.com>`_, and log in. Then, click into :guilabel:`Settings` in the left menu, and navigate to :guilabel:`Default outgoing number`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:43
|
||
msgid "From here, change the :guilabel:`Default outgoing number` by clicking the drop-down menu, and making a selection from the incoming phone numbers available on Axivox."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:46
|
||
msgid "Be sure to :guilabel:`Save` the changes, then click :guilabel:`Apply changes` in the upper-right corner of the :guilabel:`General Settings` page to implement the change."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:49
|
||
msgid "The :guilabel:`Default outgoing number` is what shows up by default in the Axivox management portal. However, the outgoing number can also be configured differently at the user level."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:53
|
||
msgid "Users"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:55
|
||
msgid "To configure the outgoing number at the user level, log in to the `Axivox management console <https://manage.axivox.com>`_. Next, click :guilabel:`Users` from the menu on the left, and then click :guilabel:`Edit` to the right of the user that is to be configured."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:59
|
||
msgid "Under :guilabel:`Outgoing number`, click the drop-down menu to select either the :guilabel:`Default outgoing number` (as specified here: :ref:`voip/axivox/dynamic-caller-id-default`), or any of the incoming numbers on the Axivox account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:63
|
||
msgid "Choosing the :guilabel:`Default` selection in the :guilabel:`Outgoing number` drop-down menu ensures this user has the :guilabel:`Default outgoing number` shown on their caller ID when making calls."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:66
|
||
msgid "If a specific number is chosen, and that number is assigned to this user under :guilabel:`Incoming numbers` (in the Axivox console's menu on the left), that means this user has a direct line for customers to reach them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:70
|
||
msgid "Once the desired changes are complete, be sure to click :guilabel:`Save`, then click :guilabel:`Apply changes` in the upper-right corner to implement the change."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:74
|
||
msgid "By default, when creating a new user in Axivox, the :guilabel:`Outgoing number` is automatically set to :guilabel:`Default`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:78
|
||
msgid "Advanced options"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:80
|
||
msgid "To access the :guilabel:`Advanced options`, navigate to the :guilabel:`Settings` option in the menu on the left of the `Axivox management console <https://manage.axivox.com>`_. Then, click :guilabel:`Advanced options` to the right of :guilabel:`Default outgoing number`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:84
|
||
msgid "By default, there are not any advanced rules set. To create one, click the green :guilabel:`+ (plus)` icon. Doing so reveals a line with two blank fields. From here, different caller IDs can be set up, depending on what location the user/employee is calling from."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:88
|
||
msgid "To create a rule, first set the :guilabel:`Destination prefix` in the first empty field. This is the country code, complete with zero(s) in front of it. Then, in the second empty field, select the phone number that should be used for calling out from that country code."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:93
|
||
msgid "Check the box for :guilabel:`Apply advanced rules even for users with a default outgoing number configured` to allow these rules to take precedent over all other outgoing configurations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:97
|
||
msgid "The order of the rules can be modified by dragging-and-dropping them into another order. The first matching rule is applied."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:101
|
||
msgid "For example, a company wants all users/employees to utilize the configured number for Great Britain when calling from the `0044` country code (Great Britain)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:104
|
||
msgid "To accomplish that, simply type in `0044` into the :guilabel:`Destination prefix` field, and select the number starting with the `+44` country code. Order the rules as necessary, and select the checkbox to supersede all other rules, if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:0
|
||
msgid "Advanced options for the default outgoing number."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:112
|
||
msgid "Once the desired configurations are complete, be sure to click :guilabel:`Save`, then click :guilabel:`Apply changes` in the upper-right corner to implement the change."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:3
|
||
msgid "Manage users in Axivox"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:5
|
||
msgid "Managing Axivox :abbr:`VoIP (Voice over Internet Protocol)` users is an important part of setting up :abbr:`VoIP (Voice over Internet Protocol)` in an Odoo database. Each Axivox user has a unique name, phone number and/or extension, and a voicemail. This way, they can be reached in a variety of convenient ways."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:10
|
||
msgid "Axivox users are organized in a simple, straightforward way in the Axivox console, so an administrator can manage users quickly and easily."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:14
|
||
msgid "This documentation covers how to configure everything through a provider called, Axivox. Depending on the chosen VoIP provider, the processes to manage users may be different."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:18
|
||
msgid "Overview"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:20
|
||
msgid "Begin at the Axivox management console by navigating to `https://manage.axivox.com <https://manage.axivox.com>`_. Log in with the appropriate administrator credentials."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:24
|
||
msgid "Actions in the Axivox management console **must** be double-saved, in order for the changes to take effect. To save any changes, click :guilabel:`Save` in the individualized changes screen. Then, to implement those changes, click the :guilabel:`Apply Changes` button in the upper-right corner of the console."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:34
|
||
msgid "Incoming numbers are all the numbers a company is paying to use to receive calls."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:36
|
||
msgid "Click on :menuselection:`Incoming numbers` from the menu on the left of the Axivox management console. Doing so reveals the :guilabel:`Incoming numbers` page, where all the incoming numbers are listed, along with their :guilabel:`Destination` and SMS information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:40
|
||
msgid "The :guilabel:`Destination` determines the action that is taken, or the path the caller follows when dialing said numbers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:43
|
||
msgid "To edit the :guilabel:`Destination`, click the :guilabel:`Edit` button to the far-right of the incoming number line to be modified. Then, on the :guilabel:`Edit number` page that appears, the :guilabel:`Destination type for voice call` can be changed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:47
|
||
msgid "The options available in the :guilabel:`Destination type for voice call` drop-down menu are as follows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:50
|
||
msgid ":guilabel:`Not configured`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:51
|
||
msgid ":guilabel:`Extension`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:52
|
||
msgid ":guilabel:`Dial plan`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:53
|
||
msgid ":guilabel:`Voicemail`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:54
|
||
msgid ":guilabel:`Hang up`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:55
|
||
msgid ":guilabel:`Conference`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:57
|
||
msgid "Depending on the selection made in the :guilabel:`Destination type for voice call` drop-down menu, a second, selection-specific drop-down menu is populated with further configuration options. Additionally, more fields are revealed, based on the selection made in the :guilabel:`Destination type for voice call` drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:62
|
||
msgid "Once the desired configurations are complete, click :guilabel:`Save`, then click :guilabel:`Apply changes` in the upper-right corner to implement them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:66
|
||
msgid "New users"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:68
|
||
msgid "Every employee using :abbr:`VoIP (Voice over Internet Protocol)` at the company needs an Axivox user account associated with them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:71
|
||
msgid "To view existing users in the Axivox management console, click :guilabel:`Users` from the menu on the left of the console. Every user has a :guilabel:`Number`, :guilabel:`Name`, option for a :guilabel:`Voicemail`, and an :guilabel:`Outgoing number` specified."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:75
|
||
msgid "To create a new user in the Axivox console, click :guilabel:`Add a user` to reveal a :guilabel:`New user` form. The following tabs are available for configuring the new user:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:78
|
||
msgid ":guilabel:`General`: basic information, including the extension of the user, can be set."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:79
|
||
msgid ":guilabel:`Forwardings`: internal forwards on 'no answer' or busy signals."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:80
|
||
msgid ":guilabel:`Follow Me`: external forward configuration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:81
|
||
msgid ":guilabel:`Keys`: set hot-keys within the :abbr:`VoIP (Voice over Internet Protocol)` system."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:82
|
||
msgid ":guilabel:`SIP Identifiers`: :abbr:`SIP (Session Initiation Protocol)` username and password for external configuration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:84
|
||
msgid ":guilabel:`Permissions`: set access rights for users in the Axivox management console."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:87
|
||
msgid "General tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:89
|
||
msgid "Under the :guilabel:`General` tab of the :guilabel:`New user` form, in the :guilabel:`Extension` field, input an extension that is unique to the user. This is the number internal users dial to reach a specific employee."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:93
|
||
msgid "In the :guilabel:`Name` field, input the employee name."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:95
|
||
msgid "Next, fill out the :guilabel:`Email address of the user` field. A valid email address for the employee should be added here, where the user receives business emails."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:98
|
||
msgid "In the :guilabel:`GSM number` field, enter an alternative number at which the user can be reached. Be sure to include the country code."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:102
|
||
#: ../../content/applications/productivity/voip/onsip.rst:142
|
||
msgid "A country code is a locator code that allows access to the desired country's phone system. The country code is dialed first, prior to the target number. Each country in the world has its own specific country code."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:106
|
||
#: ../../content/applications/productivity/voip/onsip.rst:153
|
||
msgid "For a list of comprehensive country codes, visit: `https://countrycode.org <https://countrycode.org>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:-1
|
||
msgid "General tab layout in the Axivox management console."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:113
|
||
msgid "In the :guilabel:`Voicemail` field, select either :guilabel:`Yes` or :guilabel:`No` from the drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:116
|
||
msgid "In the :guilabel:`Directory` field, the administrator has the option to leave it blank, by making no changes, or selecting :guilabel:`Default` from the drop-down menu. The :guilabel:`Directory` is used in the *Digital Receptionist* feature element of a dial-plan."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:120
|
||
msgid "At the bottom of the :guilabel:`General` tab, there are two separate options with selection boxes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:122
|
||
msgid "The first option is :guilabel:`This user can receive multiple calls at the same time`. By selecting this option, users are able to receive calls when on another call."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:125
|
||
msgid "The second option, :guilabel:`This user must log-in to call`, provides the option to make it mandatory for the user to log in."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:129
|
||
msgid "If a company uses physical VoIP phones on desks, and wants their employees to be able to log in from *any* phone or desk in the office, they would make the selection for :guilabel:`This user must log-in to call`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:133
|
||
msgid "Once the desired configurations are complete, click :guilabel:`Save`, then click :guilabel:`Apply changes` in the upper-right corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:139
|
||
msgid "Forwardings tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:141
|
||
msgid "Under the :guilabel:`Forwardings` tab of the :guilabel:`New user` form, a company can decide what happens if someone calls a user, and the call is not answered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:145
|
||
msgid "Forwardings are disabled when the :guilabel:`Follow Me` option is enabled."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:147
|
||
msgid "For example, under the :guilabel:`Forwarding on no answer` field, when the button for :guilabel:`Add a destination` is selected, the option to add a specific user or phone number is revealed. After entering the :guilabel:`Destination`, a specific time frame can be selected by sliding the :guilabel:`seconds bar` to the desired ring time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:152
|
||
msgid "Additional :guilabel:`Destinations` can be added on with different ring times."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:155
|
||
msgid "Ring times can be staggered, so the call is forwarded to another user after the first user does not pick up the call. The option to :guilabel:`Send to voicemail as a last resort` is available to the administrator, should the :guilabel:`Destinations` not pick up."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:159
|
||
msgid "Under the :guilabel:`Forwarding on busy` field, an administrator can :guilabel:`Add a destination`. When clicked, they can then set the :guilabel:`Destination` (user) and time frame. Should the original user's :abbr:`VoIP (Voice over Internet Protocol)` extension, or incoming number, be busy, the call is forwarded to the destination(s)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:-1
|
||
msgid "Manage forwarding calls to different users or phone numbers in the Forwardings tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:168
|
||
msgid "When the desired configurations are complete, click :guilabel:`Save`, then click :guilabel:`Apply changes` in the upper-right corner of the page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:172
|
||
msgid "Follow Me tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:174
|
||
msgid "When the :guilabel:`Follow Me` option is selected, under the :guilabel:`Follow Me` tab of the :guilabel:`New user` form, no :menuselection:`Forwardings` can be made."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:177
|
||
msgid "Also, when the :guilabel:`Follow Me` option is selected, the :guilabel:`Add a destination` button can be selected to add users, or a destination phone number, to the original user's account. That way, these added numbers ring when a call is received."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:181
|
||
msgid "After entering the :guilabel:`Destination`, a specific time frame can be made by sliding the :guilabel:`seconds bar` to the desired ring time. Additional :guilabel:`Destinations` can be added with different ring times."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:186
|
||
msgid "The original user's :abbr:`VoIP (Voice over Internet Protocol)` number does **not** ring with this option selected. Ring times can also be staggered, so the call is forwarded to another user after the first user does not pick up the call."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:-1
|
||
msgid "Ring destinations like different users or phone numbers from the Follow Me tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:195
|
||
msgid "The Odoo mobile app, or another :abbr:`SIP (Session Initiation Protocol)` mobile client, allows for simultaneous ringing of the user's extension or incoming number. For more information, visit the :doc:`VoIP Mobile Integrations <../devices_integrations>` documentation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:199
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:345
|
||
msgid "Once all desired configurations are complete, click :guilabel:`Save`, then click :guilabel:`Apply changes` in the upper-right corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:203
|
||
msgid "Keys tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:205
|
||
msgid "Under the :guilabel:`Keys` tab of the :guilabel:`New user` form, speed dial actions for the user can be configured. Some more advanced options are available, as well."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:208
|
||
msgid "The following options are available to set to numerical values `1-20`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:210
|
||
msgid "These actions can be set on each number:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:212
|
||
msgid ":guilabel:`Not configured`: the default action, which is nothing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:213
|
||
msgid ":guilabel:`BLF (Busy lamp fields)`: this action shows the status of other users' phones connected to the Axivox phone system. This is primarily used on a desk-phone."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:215
|
||
msgid ":guilabel:`Quick Call`: this action allows for a speed-dial of an external number."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:216
|
||
msgid ":guilabel:`Line`: this action allows the user to call another user."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:217
|
||
msgid ":guilabel:`Switch`: this action allows the user to switch between calls from a desk-phone."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:218
|
||
msgid ":guilabel:`Pickup`: this action allows the user to pick up an incoming call from a desk-phone."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:-1
|
||
msgid "Manage user page with Keys tab highlighted and number 2 key drop-down menu selected (with\n"
|
||
"highlight)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:225
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:313
|
||
msgid "Once all the desired configurations are complete, click :guilabel:`Save`, then click :guilabel:`Apply changes` in the upper-right corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:229
|
||
msgid "Many of the preceding options have secondary options available, as well, that can be used to link a user, or external phone number. These **must** be filled out in conjunction with the initial action."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:234
|
||
msgid "The :guilabel:`Number of keys` field can be changed by entering in the desired numerical value in the :guilabel:`Number of keys` field, located at the top of the :guilabel:`Keys` tab of the :guilabel:`New user` form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:239
|
||
msgid "SIP Identifiers tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:241
|
||
msgid "*SIP*, which stands for Session Initiation Protocol telephony, allows one to make and receive calls through an internet connection. The :guilabel:`SIP Identifiers` tab on the :guilabel:`New user` form, contains credentials needed to configure Axivox users in Odoo and/or a different :abbr:`SIP (Session Initiation Protocol)` mobile client."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:247
|
||
msgid "See the documentation on configuring Axivox, using the SIP identifiers:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:249
|
||
msgid ":doc:`Use VoIP services in Odoo with Axivox <axivox_config>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:250
|
||
msgid ":doc:`Axivox Mobile Integrations <../devices_integrations>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:252
|
||
msgid "Under the :guilabel:`SIP Identifiers` tab, the :guilabel:`SIP username` field represents the user's information that was entered in the :guilabel:`Extension` field, under the :guilabel:`General` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:255
|
||
msgid "The :guilabel:`Domain` field is assigned to the company by the Axivox representative."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:257
|
||
msgid "The value in the :guilabel:`SIP Password` field is unique for every Axivox user. This value is used to sign into Axivox on Odoo, and for any mobile :abbr:`SIP (Session Initiation Protocol)` clients."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:-1
|
||
msgid "Important credentials used for external configurations of Axivox VoIP."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:264
|
||
msgid "The value listed in the :guilabel:`Address of the proxy server` field is typically: `pabx.axivox.com`, but is subject to change by Axivox, so be sure to check the :guilabel:`SIP Identifiers` tab for the most accurate value."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:268
|
||
msgid "Once all desired configurations have been made, click :guilabel:`Save`, then click :guilabel:`Apply changes` in the upper-right corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:272
|
||
msgid "Permissions tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:274
|
||
msgid "Under the :guilabel:`Permissions` tab of a :guilabel:`New user` form, a :guilabel:`Username` and :guilabel:`Password` can be entered for the user."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:277
|
||
msgid "Beneath those fields, the following permissions can be granted to Axivox users for portal access:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:279
|
||
msgid ":guilabel:`User portal access`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:280
|
||
msgid ":guilabel:`User management`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:281
|
||
msgid ":guilabel:`Administrator access`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:282
|
||
msgid ":guilabel:`Phone management`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:283
|
||
msgid ":guilabel:`User group management`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:284
|
||
msgid ":guilabel:`Phone number management`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:285
|
||
msgid ":guilabel:`Dial plan management`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:286
|
||
msgid ":guilabel:`Pickup group management`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:287
|
||
msgid ":guilabel:`Switch management`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:288
|
||
msgid ":guilabel:`Conference management`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:289
|
||
msgid ":guilabel:`Queue management`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:290
|
||
msgid ":guilabel:`Voicemail management`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:291
|
||
msgid ":guilabel:`Audio messages management`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:292
|
||
msgid ":guilabel:`Music on hold management`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:293
|
||
msgid ":guilabel:`Directory management`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:294
|
||
msgid ":guilabel:`Call list`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:295
|
||
msgid ":guilabel:`Connected user list`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:296
|
||
msgid ":guilabel:`Global settings`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:297
|
||
msgid ":guilabel:`Apply changes button`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:298
|
||
msgid ":guilabel:`Invoice download`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:299
|
||
msgid ":guilabel:`Invoice details`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:300
|
||
msgid ":guilabel:`Blacklist management`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:301
|
||
msgid ":guilabel:`Conference participant management`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:303
|
||
msgid "To access credentials for the Axivox user portal, navigate to the top of the :menuselection:`Permissions` tab. Then, copy the :guilabel:`Username`, and enter the correct :guilabel:`Password` for the individual user. There is a minimum of 8 characters for a user password."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:309
|
||
msgid "These are the same permissions granted to the Axivox administrator that are listed in the menu on the left in the Axivox management console. Should a selection state :guilabel:`No`, or :guilabel:`No access`, then the menu option does **not** populate for the user."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:316
|
||
msgid "Upon finishing the setup for a new user, an :ref:`voip/axivox/incoming_number` can be linked."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:-1
|
||
msgid "Manage a user page, with the permissions tab highlighted, along with the first permission\n"
|
||
"highlighted indicating a no selection."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:326
|
||
msgid "User groups"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:328
|
||
msgid "A user group is a grouping of Axivox users that can be linked to a queue for call center capability."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:331
|
||
msgid "To begin using user groups, navigate to `https://manage.axivox.com <https://manage.axivox.com>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:333
|
||
msgid "Then, log in with the appropriate administrator credentials. From the menu on the left of the Axivox administrative panel, click into :guilabel:`User Groups`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:336
|
||
msgid "To add a user group from the :guilabel:`User Groups` page, click :guilabel:`Add a group`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:338
|
||
msgid "Next, name the group, by entering text into the :guilabel:`Name` field. Then, add a member to the group by typing the first few letters of the user's name into the :guilabel:`Members` field. The user populates in a drop-down menu below the field. Then, click on the desired user, and they are added to the user group."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:343
|
||
msgid "Repeat this process to add more users to the group."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:3
|
||
msgid "Voicemails and audio messages"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:7
|
||
msgid "Managing voicemail is an important part of any business. A company needs to access their messages with ease, and stay on top of any missed calls. Recording audio messages, like thanking a caller for reaching out, or directing them to the right extension, is also a great way to personalize the business interaction, and set the tone with the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:12
|
||
msgid "This document covers the configuration of both voicemail and audio messages in the Axivox administrative portal."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:18
|
||
msgid "Set global language"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:20
|
||
msgid "To start using voicemails and audio messages with Axivox, the global language should be set in the Axivox admin portal settings. To do that, navigate to `manage.axivox.com <axivox_admin_>`_. After logging into the portal, go to :menuselection:`Settings --> Global language (e.g.: voicemail messages,...)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:25
|
||
msgid "From here, set the language to either: :guilabel:`Francais`, :guilabel:`English`, :guilabel:`Espanol`, or :guilabel:`Deutsch`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:28
|
||
msgid "Then, click :guilabel:`Save`, followed by :guilabel:`Apply changes` in the upper-right corner of the :guilabel:`General Settings` page to implement the change into production."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:34
|
||
msgid "Activate voicemail"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:36
|
||
msgid "In order for a user to utilize voicemail in Axivox, the voicemail feature **must** be turned on in the Axivox administrative portal. To begin using voicemail with a user, navigate to `manage.axivox.com <axivox_admin_>`_. Then, log in with the appropriate administrator credentials."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:40
|
||
msgid "On the left menu of the Axivox administrative panel, click into :guilabel:`Users`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:42
|
||
msgid "Then, click into the specific user the voicemail should be activated for. Under the section marked, :guilabel:`Voicemail`, open the drop-down menu, and click on :guilabel:`Yes`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:45
|
||
msgid "Lastly, :guilabel:`Save` the change, then click :guilabel:`Apply changes` in the upper-right corner of the screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:49
|
||
msgid "Voicemail"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:51
|
||
msgid "The next step is to set up the individual voicemail boxes on the Axivox administrative portal. To access the portal, visit `manage.axivox.com <axivox_admin_>`_ and log in. Then, navigate to :menuselection:`Voicemails`, located in the menu on the left."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:55
|
||
msgid "If the voicemail option was activated in the user profile, using this process :ref:`voip/axivox/activate_voicemail`, then a voicemail is automatically created on the :guilabel:`Voicemails` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:60
|
||
msgid "It should be noted that some of the administrative portal language is in French, as Axivox is a Belgian company. The global language is still set to one of the four options as seen here: :ref:`voip/axivox/global_language`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:65
|
||
msgid "Manually create voicemail"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:67
|
||
msgid "To manually create a new voicemail box, click :guilabel:`Add a voicemail` on the :guilabel:`Voicemails` page. Or, edit an existing voicemail box, by clicking :guilabel:`Edit` to the far-right of an existing voicemail box on the :guilabel:`Voicemails` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:72
|
||
msgid "Suppose a sales or support team needs a general voicemail box. The voicemail would need to be created manually, and attached to an incoming number."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:75
|
||
msgid "The new, manually-created voicemail box should be attached to an incoming number, so it can receive messages. To do so, navigate to :menuselection:`Incoming numbers`, located in the menu on the left. Then, click :guilabel:`Edit` to the far-right of the specific number the voicemail should be linked to."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:80
|
||
msgid "In the :guilabel:`Destination type for voice call` field, click the drop-down menu, and select :guilabel:`Voicemail`. Then, open the drop-down menu on the next line labeled, :guilabel:`Voicemail`, and select the manually-created voicemail box."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:85
|
||
msgid "If an incoming number is capable of receiving SMS/text messages, an additional field, :guilabel:`Destination email address for Incoming SMS`, is present."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:88
|
||
msgid "To determine whether an incoming number is capable of receiving SMS/text messages, click :guilabel:`Incoming numbers` from the menu on the left, then check the :guilabel:`SMS compatible` column for the incoming number."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:92
|
||
msgid "Then, if applicable, in the field labeled, :guilabel:`Destination email address for Incoming SMS`, enter an email to which incoming text messages sent to the incoming number can be received. Some incoming numbers (US +1) in Axivox are capable of receiving text messages from individuals and automated numbers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:97
|
||
msgid "Should this field be left empty, the default destination address is used, instead (as previously set in the beginning of the process for manually creating a voicemail)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:100
|
||
msgid "Once all desired configurations are complete, click :guilabel:`Save`, then click :guilabel:`Apply changes` in the upper-right corner of the screen to implement the change into production."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:104
|
||
#: ../../content/applications/productivity/whatsapp.rst:807
|
||
msgid "Notifications"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:106
|
||
msgid "Now, whenever a voicemail is received on any of the automatically pre-configured or manually-linked voicemail boxes, an email is sent to the user's email address, as listed in the :guilabel:`Voicemails` page, or in the user's Axivox profile."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:110
|
||
msgid "This information can be accessed by navigating to :menuselection:`Users` in the left menu, and clicking :guilabel:`Edit` next to the specific user in question."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:116
|
||
msgid "Forwarding to voicemail"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:118
|
||
msgid "In Axivox, there are also numerous forwarding settings for a user. To access these forwarding settings, go to `manage.axivox.com <axivox_admin_>`_ and log in."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:121
|
||
msgid "Next, navigate to :menuselection:`Users`, located in the menu on the left."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:123
|
||
msgid "From there, click into the specific user the forwarding should be added to. Then, open the :guilabel:`Forwardings` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:126
|
||
msgid "If the user is busy on another call, or away from the phone, there is an option present in this tab to :guilabel:`Send to voicemail as a last resort`, located in the :guilabel:`Forwarding on no answer` and :guilabel:`Forwarding on busy` fields."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:-1
|
||
msgid "Send to voicemail as a last resort options highlighted on the Forwardings tab of the user."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:134
|
||
msgid "If the :guilabel:`Send to voicemail as a last resort` box is ticked, when the forwarding actions stated in each section are not successful, the caller is routed to the voicemail set on the particular user."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:139
|
||
msgid "For more information on forwarding and transfers, visit :ref:`voip/axivox/forwardings_tab`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:141
|
||
msgid "When all the desired configurations are complete, click :guilabel:`Save`, then click :guilabel:`Apply changes` in the upper-right corner of the screen to implement the change."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:147
|
||
msgid "Audio messages"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:149
|
||
msgid "It is possible to add audio messages *before* a customer's call is even taken, to inform them about the waiting time for deliveries, the availability of a product, or any other important promotional messages."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:153
|
||
msgid "To record an audio message in Axivox, navigate to `manage.axivox.com <axivox_admin_>`_ and log in."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:155
|
||
msgid "Next, click on :guilabel:`Audio messages` in the menu on the left. From the :guilabel:`Audio messages` page, click :guilabel:`Add a message`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:158
|
||
msgid "Type in a :guilabel:`Name`, and click :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:160
|
||
msgid "Upon clicking :guilabel:`Save`, the browser redirects back to the main :guilabel:`Audio messages` page, where the newly-created message can be found on the list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:163
|
||
msgid "There are two different ways to make the audio message. The user could either record the message over the phone, or type the message (in text), and select a computer-generated speaker to read the message."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:168
|
||
msgid "Record audio message"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:170
|
||
msgid "To record an audio message over the phone, click the orange button labeled, :guilabel:`Record/Listen`, located to the right of the desired message on the list to record, on the :guilabel:`Audio messages` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:174
|
||
msgid "When clicked, a :guilabel:`Record / listen to a message` pop-up window appears. From here, the message is then recorded, via one of the extensions that is associated with the user. Under :guilabel:`Extension to use for message management` field, click the drop-down menu, and select the extension where Axivox should call to record the message."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:179
|
||
msgid "Then, click :guilabel:`OK` to begin the call."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:182
|
||
msgid "The user **must** be active in the production database with :abbr:`VoIP (Voice over Internet Protocol)` configured. To configure :abbr:`VoIP (Voice over Internet Protocol)` for a user, see this documentation: :doc:`axivox_config`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:186
|
||
msgid "Upon connecting to the Axivox audio recorder management line, a recorded French-speaking operator provides the following options:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:189
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:199
|
||
msgid "Press `1` to record a message."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:190
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:200
|
||
msgid "Press `2` to listen to the current message."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:192
|
||
msgid "Press either `1` or `2`, depending on whether or not there is already a message present in the system for this particular audio message that requires a review, before recording a new one."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:195
|
||
msgid "Record the new audio message after pressing `1`, then press `#` to end the recording."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:197
|
||
msgid "The French-speaking operator returns to the line presenting the first set of questions again:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:202
|
||
msgid "Press `#` to end the call."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:205
|
||
msgid "Write audio message"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:207
|
||
msgid "To type the message, and select a computerized speaker to say the text, navigate to the :menuselection:`Audio messages` in the menu on the left."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:210
|
||
msgid "From the :guilabel:`Audio messages` page, select the blue button labeled, :guilabel:`Text message`, next to the corresponding audio message :guilabel:`Name` that the message should be attached to."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:213
|
||
msgid "Doing so reveals a :guilabel:`Convert text to message` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:215
|
||
msgid "From the :guilabel:`Convert to text message` pop-up window, click the drop-down menu next to the field labeled, :guilabel:`Voice`, and select an option for the :guilabel:`Text` to be read in."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:218
|
||
msgid "After the :guilabel:`Voice` selection has been made, and the message has been written in the :guilabel:`Text` field, click :guilabel:`Generate` to process the audio file."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:221
|
||
msgid "The text is read in the same language it is written in the :guilabel:`Text` field. Should the language differ in the :guilabel:`Voice` field, then an accent is used by the computerized speaker."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:224
|
||
msgid "Finally, when these steps are complete, click :guilabel:`Save` to save the audio message."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:226
|
||
msgid "To implement the changes, click :guilabel:`Apply changes` in the upper-right corner of the screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:-1
|
||
msgid "Convert text to message window with voice, text, generate button and save highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:233
|
||
msgid "To set a greeting or audio message in a dial plan element double-click on the element. This could be a :guilabel:`Play a file` element, or a :guilabel:`Menu` element, in which the caller should encounter an urgent message, or a dial-by-number directory."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:237
|
||
msgid "For more information on dial plans see this documentation: :doc:`dial_plan_basics` or :doc:`dial_plan_advanced`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:243
|
||
msgid "Music on-hold"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:245
|
||
msgid "Axivox has the option to add custom hold music to the call whenever a caller is waiting for their call to be answered. To add hold music to the Axivox administrative portal, navigate to the `manage.axivox.com <axivox_admin_>`_, and log in."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:249
|
||
msgid "Then, click on :guilabel:`Music on hold` from the menu on the left, and a :guilabel:`Change the music on hold` pop-up window appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:252
|
||
msgid "On the :guilabel:`Change the music on hold` pop-up window, click the :guilabel:`Choose File` button to select an MP3 (MPEG Audio Layer 3) or WAV (Waveform Audio File Format ) file to be uploaded."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:256
|
||
msgid "Only :abbr:`MP3 (MPEG Audio Layer 3)` or :abbr:`WAV (Waveform Audio File Format)` files can be uploaded to the Axivox administrative portal."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:259
|
||
msgid "Once the file is selected, the :guilabel:`Progression` bar shows an upload status. When this activity completes, the window can be closed, by clicking :guilabel:`Close`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:262
|
||
msgid "When the desired changes are complete, click :guilabel:`Apply changes` in the upper-right corner of the screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:3
|
||
msgid "Devices and integrations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:5
|
||
msgid ":abbr:`VoIP (Voice over Internet Protocol)` can be used on many different devices, such as a computer, tablet, mobile phone, and many more. This is helpful in that it reduces costs, and employees can work from anywhere in the world, so long as they have a broadband internet connection."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:9
|
||
msgid "Odoo *VoIP* is SIP (Session Initiation Protocol) compatible, which means it can be used with *any* :abbr:`SIP (Session Initiation Protocol)` compatible application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:12
|
||
msgid "This document covers the process of setting up Odoo *VoIP* across different devices and integrations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:15
|
||
msgid "Odoo is fully-integrated with all Odoo apps, allowing users to click into any app, and schedule a call as an activity in the chatter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:19
|
||
msgid "For example, in the *CRM* app, a user can click into an opportunity, and click on :guilabel:`Activities` in the chatter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:22
|
||
msgid "Next, they can choose :guilabel:`Call`, and under :guilabel:`Due Date`, they can select a date."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:24
|
||
msgid "Once they click :guilabel:`Save`, an activity shows up in the chatter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:26
|
||
msgid "Should the :guilabel:`Due Date` be for today's date, the activity shows up in the :abbr:`VoIP (Voice over Internet Protocol)` widget."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:0
|
||
msgid "View of CRM leads and the option to schedule an activity for Odoo Discuss."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:34
|
||
msgid "Odoo VoIP (laptop/desktop computer)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:36
|
||
msgid "The Odoo *VoIP* (Voice over Internet Protocol) module and widget can be used from any browser on a laptop or desktop device. Simply click on the :guilabel:`☎️ (phone)` icon in the upper-right corner, while in the Odoo database, and the widget appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:41
|
||
msgid "To see how to use the :abbr:`VoIP (Voice over Internet Protocol)` widget on a desktop/laptop computer, check out this documentation: :doc:`voip_widget`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:45
|
||
msgid "Odoo VoIP (tablet/mobile device)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:47
|
||
msgid "The Odoo *VoIP* app can be used on tablets and mobile phones, through the Odoo Android or Apple IOS applications. Additionally, a mobile web browser can be used to access the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:51
|
||
msgid "Odoo Android and Apple IOS applications are no longer being maintained by Odoo on the Android and Apple portals. This means Odoo support only handles limited scopes of Odoo Android or Apple IOS support tickets."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:56
|
||
msgid "While outgoing calls can be placed using Odoo on a mobile device, be aware that Odoo is **not** a full :abbr:`VoIP (Voice over Internet Protocol)` application, and does **not** ring on incoming calls. If the user needs to be reachable on a mobile device at all times, an app, like Zoiper, should be used. Apps like that stay connected in the background at all times."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:61
|
||
msgid "For more information, see this documentation: :ref:`voip/zoiper`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:63
|
||
msgid "While in the mobile application on a mobile device/tablet, access the Odoo *VoIP* widget, by tapping on the :guilabel:`☎️ (phone)` icon in the upper-right corner. The widget appears in the lower-left corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:67
|
||
msgid "When first making a call from the tablet using the mobile application, the user is prompted to :guilabel:`Allow` the database to use the microphone. Click :guilabel:`Allow` when prompted to continue with the call using the microphone."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:71
|
||
msgid "This step is **necessary**, whether using the mobile Odoo application or web browser."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:-1
|
||
msgid "Allow the database to access the microphone."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:77
|
||
msgid "Odoo then asks how to make the call. The two options are : :guilabel:`VOIP` or :guilabel:`Phone` (should the tablet be enabled for calling). Click the box next to :guilabel:`Remember ?` should this decision be the default moving forward."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:-1
|
||
msgid "Window prompt to choose whether to use VOIP or the devices phone to make the call."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:85
|
||
msgid "Here is the layout of what the Odoo *VoIP* app looks like on a mobile device:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:-1
|
||
msgid "Layout of what the VoIP app looks like on the a mobile device."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:94
|
||
msgid "Zoiper Lite"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:96
|
||
msgid "*Zoiper Lite* is a free :abbr:`VoIP (Voice over Internet Protocol)` :abbr:`SIP (Session Initiation Protocol)` dialer with voice and video."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:99
|
||
msgid "To start using the *Zoiper* app, download it to the device, via the `Zoiper download page <https://www.zoiper.com/en/voip-softphone/download/current>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:102
|
||
msgid "A mobile device is the most common installation, and this document covers how to set up on the *Zoiper* IOS application. Screenshots and steps may differ depending on the set up conditions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:105
|
||
msgid "After installing the *Zoiper* application on the mobile phone, open the application, and tap on :guilabel:`Settings`. Navigate to :menuselection:`Accounts`, and tap on the :guilabel:`+ (plus)` icon to add an account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:109
|
||
msgid "If the :abbr:`VoIP (Voice over Internet Protocol)` account is already set up, then click :guilabel:`Yes`. This means an account username and password has already been produced."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:-1
|
||
msgid "Zoiper account setup, shown in the view from a mobile device."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:116
|
||
msgid "Next, tap on :guilabel:`Select a provider`. On the screen that populates, tap :guilabel:`Country`, in the upper-right corner, to narrow the providers down to a specific country. Choose the country for the provider that is being configured, then find the :guilabel:`Provider`, and select it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:121
|
||
msgid "If the provider being configured is *Axivox*, then select :guilabel:`Belgium`. Then, choose :guilabel:`Axivox` as the provider."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:-1
|
||
msgid "Zoiper account setup, choosing the provider."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:128
|
||
msgid "Under :abbr:`SIP (Session Initiation Protocol)` options, enter the :guilabel:`Account name`, :guilabel:`Domain`, :guilabel:`Username`, and :guilabel:`Password`. All this information varies, based on the account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:133
|
||
msgid "To access this information, via the *Axivox* portal, navigate to :menuselection:`Users --> Choose user --> Edit --> SIP Identifiers tab`. The :guilabel:`SIP username`, :guilabel:`Domain`, :guilabel:`SIP password`, and :guilabel:`Address of the proxy server` are all present in this tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:141
|
||
msgid "Zoiper Field"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:142
|
||
msgid "Axivox Field"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:143
|
||
msgid "Account name"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:144
|
||
msgid "*Can be anything*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:145
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:146
|
||
msgid "Domain"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:147
|
||
msgid "Username"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:148
|
||
msgid "SIP username"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:149
|
||
msgid "Password"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:150
|
||
msgid "SIP password"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:152
|
||
msgid "Once this account information is entered, click the green :guilabel:`Register` button at the top of the screen. Once the registration information is checked, *Zoiper* populates a message, stating :guilabel:`Registration Status: OK`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:156
|
||
msgid "At this point, *Zoiper* is now set up to make phone calls using the :abbr:`VoIP (Voice over Internet Protocol)` service."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:-1
|
||
msgid "Zoiper account setup, registration successful."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:164
|
||
msgid "Linphone"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:166
|
||
msgid "*Linphone* is an open-source :abbr:`VoIP (Voice over Internet Protocol)` :abbr:`SIP (Session Initiation Protocol)` softphone, used for voice, video, messaging (group and individual), as well as conference calls."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:170
|
||
msgid "To start using the *Linphone* app, download it to the device, via the `Linphone download page <https://new.linphone.org/technical-corner/linphone?qt-technical_corner=2#qt-technical_corner>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:173
|
||
msgid "A mobile device is the most common installation, and this document covers how to set up the *Linphone* IOS application. Screenshots and steps may differ depending on the circumstances."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:176
|
||
msgid "To begin configuring *Linphone* for use with a :abbr:`SIP (Session Initiation Protocol)` provider, first open *Linphone*, and an assistant screen appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:179
|
||
msgid "From this screen, select :guilabel:`Use SIP Account`. Then, on the following screen, enter the :guilabel:`Username`, :guilabel:`Password`, :guilabel:`Domain`, and :guilabel:`Display Name`. Once complete, press :guilabel:`Login`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:183
|
||
msgid "At this point, *Linphone* is ready to start making calls, once there is a green button at the top of the application screen that reads, :guilabel:`Connected`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:-1
|
||
msgid "Linphone account setup, registration successful."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:191
|
||
msgid "*Linphone* makes a variety of applications for mobile and desktop devices in operating systems, such as Windows, Linux, Apple, and Android. Because *Linphone* is an open-source project, many new updates are released on a regular basis."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/devices_integrations.rst:195
|
||
msgid "See `Linphone's wiki-documentation page <https://wiki.linphone.org/xwiki/wiki/public/view/Linphone/>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/didww.rst:3
|
||
msgid "VoIP services in Odoo with DIDWW"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/didww.rst:5
|
||
msgid "*DIDWW* is a global *VoIP* and SIP trunking provider. An active account with DIDWW is required to use this service."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/didww.rst:8
|
||
msgid "Before creating an account with DIDWW, make sure that the company's location and the applicable regions are supported by DIDWW's services."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/didww.rst:12
|
||
msgid "DIDWW setup"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/didww.rst:14
|
||
msgid "After verifying country coverage and availability, create an account with `DIDWW <https://www.didww.com/>`_. Then navigate to the `DIDWW Dashboard <https://my.didww.com/#/dashboard>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/didww.rst:18
|
||
msgid "To transfer existing numbers from an existing telephone network service provider, follow the steps outlined on the `DIDWW website <https://doc.didww.com/phone-numbers/number-porting/index.html>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/didww.rst:22
|
||
msgid "Purchase new numbers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/didww.rst:24
|
||
msgid "To puchase new phone numbers, click :guilabel:`Buy Numbers` in the dashboard, then follow the instructions to complete the purchase."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/didww.rst:27
|
||
msgid "When buying a new number, it **must** support both inbound calls and Local CLI."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/didww.rst:-1
|
||
msgid "The purchase dashboard in DIDWW."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/didww.rst:33
|
||
msgid "Enable phone.systems"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/didww.rst:35
|
||
msgid "Next, click :guilabel:`Cloud Phone System` in the dashboard sidebar. Then, click :guilabel:`Launch admin UI`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/didww.rst:39
|
||
msgid "The *phone.systems PBX* feature is an extra paid service in DIDWW, and may require additional fees."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/didww.rst:42
|
||
msgid "To create a new user, click :guilabel:`Users`, click the plus sign, then enter the necessary information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/didww.rst:-1
|
||
msgid "The add a new user screen in DIDWW."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/didww.rst:48
|
||
msgid "Click :guilabel:`Contact Methods`, then click the plus sign to add a new *SIP Device Route*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/didww.rst:50
|
||
msgid "Configure or add the following parameters:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/didww.rst:52
|
||
msgid ":guilabel:`Allowed Codecs`: `OPUS`, `PCMU`, `PCMA`, `telephone-event`, `g722`, `g729`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/didww.rst:53
|
||
msgid ":guilabel:`Allowed media types`: `SRTP-DTLS`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/didww.rst:54
|
||
msgid ":guilabel:`Default media type`: `SRTP-DTLS`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/didww.rst:55
|
||
msgid ":guilabel:`Transport protocol`: `UDP`, `TCP`, `WSS`, `TLS`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/didww.rst:58
|
||
msgid "The SRTP media encryption and TLS SIP transport are disabled by default in DIDWW. Contact the DIDWW sales team sales@didww.com to allow traffic encryption for your account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/didww.rst:-1
|
||
msgid "The settings for a new contact method in DIDWW."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/didww.rst:65
|
||
msgid "If no phone number available from drop-down selection in *Inbound and Outbound DID/Caller ID* selection, the :guilabel:`Inbound voice trunk` needs to be modified. Navigate to the dashboard, then click :guilabel:`My Numbers`. Scroll to :guilabel:`Configuration`. In the :guilabel:`Inbound voice trunk` field, select :guilabel:`phone.systems`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/didww.rst:70
|
||
msgid "Lastly, verify that the DID number is selected in the *Inbound Calls* section of the SIP Device Route settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/didww.rst:-1
|
||
msgid "The DID numbers field in DIDWW."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/didww.rst:77
|
||
msgid "Odoo setup"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/didww.rst:79
|
||
msgid "In *Odoo*, navigate to :menuselection:`Settings app --> Integrations --> VoIP --> Manage Providers`. Click :guilabel:`New`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/didww.rst:82
|
||
msgid "Enter the name, `DIDWW`, then update the :guilabel:`WebSocket` field with `wss://sip.phone.systems`. Under :guilabel:`PBX Server IP`, enter `sip.phone.systems`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/didww.rst:-1
|
||
msgid "The VoIP providers page in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/didww.rst:88
|
||
msgid "To configure a user's VoIP provider, click the user avatar icon in the top-right corner of the database, and then choose :guilabel:`My Preferences` from the sub-menu. Then click into the :guilabel:`VoIP` tab, and under the :guilabel:`Voip Provider` field, select :guilabel:`DIDWW`. Finally, enter the :guilabel:`Voip Username` and :guilabel:`Voip Secret`, then save."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/didww.rst:-1
|
||
msgid "DIDWW provider, username, and secret credentials entered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:3
|
||
msgid "Use VoIP services in Odoo with OnSIP"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:6
|
||
msgid "OnSIP :abbr:`VoIP (voice over internet protocol)` services are only available in the **United States** (US). OnSIP :abbr:`VoIP (voice over internet protocol)` services are widely available in the lower-48, contiguous United States. In Alaska or Hawaii, charges for service can be higher."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:10
|
||
msgid "Additionally, a :abbr:`US (United States)` billing address, and :abbr:`US (United States)` credit card are required to use the service."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:13
|
||
msgid "Before setting up an account with OnSIP, the business will need to make sure the business telephone numbers are portable to OnSIP."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:16
|
||
msgid "OnSIP makes every attempt to work with all telephone service providers. However, certain local or regional guidelines may preclude the company's current provider from releasing the number."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:22
|
||
msgid "Odoo *VoIP* can be set up to work together with `OnSIP (Odoo Landing Page) <https://info.onsip.com/odoo/>`_. OnSIP is a VoIP provider. An account is needed with OnSIP in order to use this service."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:26
|
||
msgid "Before setting up an account with OnSIP, make sure the company's home area, and the areas that will be called, are covered by OnSIP services."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:29
|
||
msgid "After opening an OnSIP account, follow the configuration procedure below to configure it on an Odoo database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:35
|
||
msgid "To configure the Odoo database to connect to OnSIP services, first navigate to the :menuselection:`Apps application` from the main Odoo dashboard. Then, remove the default `Apps` filter from the :guilabel:`Search...` bar, and search for `OnSIP`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:39
|
||
msgid "Next, activate the :guilabel:`VOIP OnSIP` module."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:-1
|
||
msgid "View of OnSIP app in the app search results."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:46
|
||
msgid "Odoo VoIP setting"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:48
|
||
msgid "After installing the *VOIP OnSIP* module, go to the :menuselection:`Settings app`, scroll down to the :guilabel:`Integrations` section, and locate the :guilabel:`VoIP` fields. Then, proceed to fill in those three fields with the following information:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:52
|
||
msgid ":guilabel:`OnSIP Domain`: the domain that was assigned when creating an account on `OnSIP <https://www.onsip.com/>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:54
|
||
msgid ":guilabel:`WebSocket`: `wss://edge.sip.onsip.com`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:55
|
||
msgid ":guilabel:`VoIP Environment`: :guilabel:`Production`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:-1
|
||
msgid "VoIP configuration settings in Odoo Settings app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:62
|
||
msgid "To access the OnSIP domain, navigate to `OnSIP <https://www.onsip.com/>`_ and log in. Then, click the :guilabel:`Administrators` link in the top-right of the page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:65
|
||
msgid "Next, in the left menu, click :guilabel:`Users`, and then select any user. By default, the selected user opens on the :guilabel:`User Info` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:68
|
||
msgid "Click on the :guilabel:`Phone Settings` tab to reveal OnSIP configuration credentials (first column)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:0
|
||
msgid "Domain setting revealed (highlighted) on administrative panel of OnSIP management\n"
|
||
"console."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:77
|
||
msgid "Odoo user setting"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:79
|
||
msgid "Next, the user needs to be set up in Odoo. Every user associated with an OnSIP user **must** also be configured in the Odoo user's settings/preferences."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:82
|
||
msgid "To do that, navigate to :menuselection:`Settings app --> Manage Users --> Select the User`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:84
|
||
msgid "On the user form, click :guilabel:`Edit` to configure the user's OnSIP account. Then, click the :guilabel:`Preferences` tab, and scroll to the :guilabel:`VoIP Configuration` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:87
|
||
msgid "In this section, fill in the fields with OnSIP credentials."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:89
|
||
msgid "Fill in the following fields with the associated credentials listed below:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:91
|
||
msgid ":guilabel:`Voip Username` = OnSIP :guilabel:`Username`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:92
|
||
msgid ":guilabel:`OnSIP Auth Username` = OnSIP :guilabel:`Auth Username`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:93
|
||
msgid ":guilabel:`VoIP Secret` = OnSIP :guilabel:`SIP Password`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:96
|
||
msgid "The OnSIP extension can be found in the *User* banner line above the tabs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:98
|
||
msgid "When these steps are complete, navigate away from the user form in Odoo to save the configurations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:100
|
||
msgid "Once saved, Odoo users can make phone calls by clicking the :guilabel:`☎️ (phone)` icon in the top-right corner of Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:104
|
||
msgid "Additional setup and troubleshooting steps can be found on `OnSIP's knowledge base <https://support.onsip.com/hc/en-us>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:108
|
||
msgid "Incoming calls"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:110
|
||
msgid "The Odoo database also receives incoming calls that produce pop-up windows in Odoo. When those call pop-up windows appear, click the green :guilabel:`📞 (phone)` icon to answer the call."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:113
|
||
msgid "To ignore the call, click the red :guilabel:`📞 (phone)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:-1
|
||
msgid "Incoming call shown in the Odoo VoIP widget."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:121
|
||
msgid ":doc:`voip_widget`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:124
|
||
msgid "Troubleshooting"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:127
|
||
msgid "Missing parameters"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:129
|
||
msgid "If a *Missing Parameters* message appears in the Odoo widget, make sure to refresh the Odoo browser window (or tab), and try again."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:-1
|
||
msgid "Missing parameter message in the Odoo VoIP widget."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:137
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:169
|
||
msgid "Incorrect number"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:139
|
||
msgid "If an *Incorrect Number* message appears in the Odoo widget, make sure to use the international format for the number. This means leading with the international country code."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:146
|
||
msgid "For example, `16505555555` (where `1` is the international prefix for the United States)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:-1
|
||
msgid "Incorrect number message populated in the Odoo VoIP widget."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:157
|
||
msgid "OnSIP on mobile phone"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:159
|
||
msgid "In order to make and receive phone calls when the user is not in front of Odoo on their computer, a softphone app on a mobile phone can be used in parallel with Odoo *VoIP*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:162
|
||
msgid "This is useful for convenient, on-the-go calls, and to make sure incoming calls are heard. Any SIP softphone will work."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:166
|
||
msgid ":doc:`devices_integrations`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:167
|
||
msgid "`OnSIP App Download <https://www.onsip.com/app/download>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/sales_calls.rst:3
|
||
msgid "Sales calls with VoIP"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/sales_calls.rst:7
|
||
msgid "Using |VOIP| increases call efficiency, reduces costs, and allows a salesperson to access the Odoo database while on a call. Instead of relying on a separate phone for sales calls, a salesperson can make calls directly from the Odoo database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/sales_calls.rst:11
|
||
msgid "This article goes over setting up Odoo |VOIP| for a sales team that already has |VOIP| configured. If |VOIP| is **not** configured, refer to the :doc:`configure VoIP <../voip>` documentation to get started."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/sales_calls.rst:16
|
||
msgid "`Odoo Tutorial: Sales calls with VoIP <https://www.odoo.com/slides/slide/sales-calls-with-voip-4562>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/sales_calls.rst:20
|
||
msgid "Make a sales call"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/sales_calls.rst:22
|
||
msgid "This workflow begins in the **CRM** app. As a salesperson, click into a sales opportunity. If it does not already have a call activity scheduled, click :guilabel:`Activities` in the opportunity's chatter, then set the activity's :guilabel:`Activity Type` to :guilabel:`Call`, and then fill out the rest of the activity form, and finally click :guilabel:`Schedule`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/sales_calls.rst:27
|
||
msgid "From here, there are three ways to begin a phone call with the customer:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/sales_calls.rst:29
|
||
msgid "Hover over the :guilabel:`Phone` field in the opportunity form, then click :icon:`fa-phone` :guilabel:`Call`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/sales_calls.rst:31
|
||
msgid "In the opportunity's chatter, click the customer's phone number."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/sales_calls.rst:32
|
||
#: ../../content/applications/productivity/voip/support_calls.rst:61
|
||
msgid "In the upper-right corner, click the :icon:`oi-voip` :guilabel:`(VoIP)` icon to open the |VOIP| widget. From the :guilabel:`Next Activities` tab, select the call, and finally click the :icon:`fa-phone` :guilabel:`(phone)` icon near the bottom of the widget."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/sales_calls.rst:37
|
||
#: ../../content/applications/productivity/voip/support_calls.rst:66
|
||
msgid "Work during a call"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/sales_calls.rst:39
|
||
msgid "Once the call with the customer begins, the salesperson can still move about the Odoo database. Also, there are shortcut icons in the |VOIP| widget that the salesperson can use to access common actions, like sending an email to the customer, or pulling up their profile. Learn more about :doc:`the documents a salesperson can access <voip_widget>` during a call."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/sales_calls.rst:44
|
||
msgid "The salesperson can also take some actions during the call:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/sales_calls.rst:46
|
||
#: ../../content/applications/productivity/voip/support_calls.rst:75
|
||
msgid ":icon:`fa-arrows-h` :guilabel:`(transfer)`: Transfer a call to another team member."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/sales_calls.rst:47
|
||
msgid ":icon:`fa-microphone` :guilabel:`(microphone)`: The salesperson can mute themselves during a call."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/sales_calls.rst:48
|
||
#: ../../content/applications/productivity/voip/support_calls.rst:78
|
||
msgid ":icon:`fa-pause` :guilabel:`(pause)`: Place the caller on hold."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/sales_calls.rst:-1
|
||
msgid "The VoIP widget opened to a call, showing the shortcut icons a salesperson has access to."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/sales_calls.rst:54
|
||
#: ../../content/applications/productivity/voip/support_calls.rst:81
|
||
msgid "Handle call follow-ups"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/sales_calls.rst:56
|
||
msgid "The |VOIP| widget can handle some common follow-up tasks, but salespeople can still navigate Odoo for tasks not available in the widget."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/sales_calls.rst:59
|
||
#: ../../content/applications/productivity/voip/support_calls.rst:86
|
||
msgid "Here are some of the common follow-up tasks that can be managed from the |VOIP| widget:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/sales_calls.rst:61
|
||
msgid "Send a follow-up email sharing new product offerings to the customer using the :icon:`fa-envelope` :guilabel:`(envelope)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/sales_calls.rst:63
|
||
#: ../../content/applications/productivity/voip/support_calls.rst:90
|
||
msgid "Update the customer's mailing address by clicking on the :icon:`fa-user` :guilabel:`(user)` icon, which opens their profile."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/sales_calls.rst:65
|
||
#: ../../content/applications/productivity/voip/support_calls.rst:92
|
||
msgid "Schedule a second call with the customer by clicking the :icon:`fa-clock-o` :guilabel:`(clock)` icon, setting the :guilabel:`Activity Type` field to :guilabel:`Call`, and then filling out the rest of the form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/sales_calls.rst:70
|
||
msgid "Send a quotation while on a call"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/sales_calls.rst:72
|
||
msgid "If the customer is ready to see a sales quotation while on the call, the salesperson can send that quotation without leaving the call."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/sales_calls.rst:75
|
||
msgid "To send a quotation while on a call, the salesperson should be in the sales opportunity they initiated the call from. From here, they will :doc:`send the quotation as they normally would <../../sales/sales/sales_quotations/create_quotations>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/sales_calls.rst:79
|
||
msgid "An added benefit of being on the call with the customer while the salesperson is sending the quotation is that any specific questions are answered in real-time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/sales_calls.rst:83
|
||
msgid "End the sales call"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/sales_calls.rst:85
|
||
msgid "When it is time to end the call, the salesperson clicks the red :icon:`fa-phone` :guilabel:`(phone)` icon in the lower-right corner of the |VOIP| widget. When they do, the call is logged in the opportunity's chatter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/sales_calls.rst:89
|
||
msgid "If they have not done so already, the salesperson then marks the phone call activity as done. To do so, navigate to the opportunity's chatter and find the :guilabel:`Planned Activities` section, then click :icon:`fa-check` :guilabel:`Mark Done` on the planned call to remove it from the :guilabel:`Next Activities` tab in the |VOIP| widget."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/support_calls.rst:3
|
||
msgid "Support calls with VoIP"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/support_calls.rst:7
|
||
msgid "A useful tool for support teams, Odoo |VOIP| is used as a way to get in contact with customers that need some help. Using |VOIP| can help improve customer satisfaction, reduce support costs, and allows support agents to navigate an Odoo database while on a call."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/support_calls.rst:11
|
||
msgid "Instead of being tied to their desks, support agents can take calls from anywhere they have access to Odoo :doc:`VoIP <../voip>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/support_calls.rst:15
|
||
msgid "This feature requires at least one :doc:`call queue <axivox/call_queues>` to be configured."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/support_calls.rst:18
|
||
msgid "`Odoo Tutorial: Working as a Support Agent <https://www.odoo.com/slides/slide/working-as-a-support-agent-odoo-voip-4617>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/support_calls.rst:22
|
||
msgid "Log into a support queue"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/support_calls.rst:24
|
||
msgid "If :doc:`call queues <axivox/call_queues>` are set up, begin a support shift by logging into a call queue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/support_calls.rst:27
|
||
msgid "Begin by clicking :icon:`oi-voip` :guilabel:`(VoIP)` in the top-right corner of the Odoo database. From there, click :icon:`fa-keyboard-o` :guilabel:`(keyboard)`, then dial the *agent connection* number and click :icon:`fa-phone` :guilabel:`(phone)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/support_calls.rst:31
|
||
msgid "Once the support agent calls their *agent connection code*, they'll hear a short message letting them know they are logged into the queue. From here, the agent receives support calls according to the administrator's :doc:`call queue strategy <axivox/call_queues>`. When a support agent receives a call, the Odoo |VOIP| widget appears in the bottom-right corner of their screen with the caller's phone number, as well as their name if the number is tied to a customer profile."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/support_calls.rst:38
|
||
msgid "When support staff are added as :doc:`static agents <axivox/call_queues>` to a call queue, they do not need to log into the queue to receive calls from that queue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/support_calls.rst:42
|
||
msgid "Call a customer from a support ticket"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/support_calls.rst:44
|
||
msgid "As part of a support agent's daily tasks, they might be asked to call customers with open support tickets. With Odoo |VOIP|, the support agent can stay in the Odoo database throughout the entire workflow."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/support_calls.rst:48
|
||
msgid "From the database's home page, click the **Helpdesk** app, click into a helpdesk, and then open a ticket. If the ticket does not already have a call activity scheduled, click :guilabel:`Activities` in the ticket's chatter, then set the activity's :guilabel:`Activity Type` to :guilabel:`Call`, and then fill out the rest of the activity form, and finally click :guilabel:`Schedule`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/support_calls.rst:-1
|
||
msgid "Scheduling a call activity for a support ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/support_calls.rst:56
|
||
msgid "From here, the agent has three ways to make a call:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/support_calls.rst:58
|
||
msgid "Hover over the :guilabel:`Phone` field in the ticket, then click :icon:`fa-phone` :guilabel:`Call`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/support_calls.rst:60
|
||
msgid "In the ticket's chatter, click the customer's phone number."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/support_calls.rst:68
|
||
msgid "Once the call with the customer begins, the support agent can still move about the Odoo database. Also, there are shortcut icons in the |VOIP| widget that the support agent can use to access common actions, like sending an email to the customer, or pulling up their profile. Learn more about :doc:`the documents a support agent can access <voip_widget>` during a call."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/support_calls.rst:73
|
||
msgid "The support agent can also take some actions during the call:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/support_calls.rst:76
|
||
msgid ":icon:`fa-microphone` :guilabel:`(microphone)`: The support agent can mute themselves during a call."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/support_calls.rst:83
|
||
msgid "The |VOIP| widget can handle some common follow-up tasks, but support agents can still navigate Odoo for tasks not available in the widget."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/support_calls.rst:88
|
||
msgid "Send a follow-up email sharing troubleshooting steps with the customer using the :icon:`fa-envelope` :guilabel:`(envelope)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/support_calls.rst:97
|
||
msgid "End the support call"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/support_calls.rst:99
|
||
msgid "When it is time to end the call, the support agent clicks the red :icon:`fa-phone` :guilabel:`(phone)` icon in the lower-right corner of the |VOIP| widget. When they do, the call is logged in the ticket's chatter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/support_calls.rst:103
|
||
msgid "If they have not done so already, the support agent then marks the phone call activity as done. To do so, navigate to the ticket's chatter and find the :guilabel:`Planned Activities` section, then click :icon:`fa-check` :guilabel:`Mark Done` on the planned call to remove it from the :guilabel:`Next Activities` tab in the |VOIP| widget."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/support_calls.rst:109
|
||
msgid "Log out of a support queue"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/support_calls.rst:111
|
||
msgid "Once the agent's shift ends, or if they are taking a break, they can log out of the support call queue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/support_calls.rst:114
|
||
msgid "Begin by clicking :icon:`oi-voip` :guilabel:`(VoIP)` in the top-right corner of the Odoo database. From there, click :icon:`fa-keyboard-o` :guilabel:`(keyboard)`, then dial the *agent disconnection* number and click :icon:`fa-phone` :guilabel:`phone`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/support_calls.rst:118
|
||
msgid "Once the support agent calls their *agent disconnection code*, they'll hear a short message letting them know they are logged out of the queue. From here, the agent will no longer receive support calls until they log back in."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:3
|
||
msgid "VoIP actions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:7
|
||
msgid "The |VOIP| widget is an add-on made available to Odoo users by installing the |VOIP| module. Instead of managing mobile devices for every salesperson, fumbling through call transfers for upset customers, or needing a meeting room to handle a conference call, utilize the |VOIP| widget to tackle any of these business needs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:13
|
||
msgid "Navigate the VoIP widget"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:15
|
||
msgid "The |VOIP| widget contains three tabs: :guilabel:`Recent`, :guilabel:`Next Activities`, and :guilabel:`Contacts`, which are used for managing calls and day-to-day activities in Odoo. Use the search bar to find contacts faster."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:-1
|
||
msgid "VoIP tabs that can be clicked on."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:23
|
||
msgid "Recent tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:25
|
||
msgid "Under the :guilabel:`Recent` tab of the |VOIP| widget, the call history for the user is available. This includes incoming and outgoing calls. Any number can be clicked to begin a call."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:29
|
||
msgid "Next activities tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:31
|
||
msgid "Under the :guilabel:`Next Activities` tab of the |VOIP| widget, a user can see any calls assigned to them, and which ones are due to be completed for the day."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:34
|
||
msgid "Click an activity from this tab to perform any of these actions to prepare for and complete (found under the **Documents** heading):"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:37
|
||
msgid ":icon:`fa-envelope` :guilabel:`(envelope)`: send an email to a contact (e.g., coworkers or clients)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:39
|
||
msgid ":icon:`fa-user` :guilabel:`(user)`: shows the contact information for this contact"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:40
|
||
msgid ":icon:`fa-file-text-o` :guilabel:`(documents)`: shows the attached record in Odoo (like sales orders)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:42
|
||
msgid ":icon:`fa-clock-o` :guilabel:`(Activities)`: schedule an activity"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:44
|
||
msgid "When viewing the activity, the user can also manage the activity's details and status:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:46
|
||
msgid ":icon:`fa-check` :guilabel:`(check)`: marks the activity as complete"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:47
|
||
msgid ":icon:`fa-pencil` :guilabel:`(edit)`: edits the activity (like its due date)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:48
|
||
msgid ":icon:`oi-close` :guilabel:`(close)`: cancels the activity"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:50
|
||
msgid "To call the customer related to a scheduled activity, click the :icon:`fa-phone` :guilabel:`(phone)` icon. Click the :icon:`fa-keyboard-o` :guilabel:`(keyboard)` icon to dial another number."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:54
|
||
msgid "Add a call"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:56
|
||
msgid "From the database home page, click :menuselection:`CRM app`. On the :guilabel:`Pipeline`, make sure it is open to the Kanban view. Next, near the top of the screen, click the :icon:`oi-voip` :guilabel:`VoIP` icon and make sure the |VOIP| widget is opened to the :guilabel:`Next Activites` tab. After that, hover over the opportunity that should have a call and click the :icon:`fa-phone` :guilabel:`(phone)` with the small green :icon:`fa-plus` :guilabel:`plus` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:-1
|
||
msgid "A sales opportunity with the option to add a call to the VoIP widget."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:65
|
||
msgid "To remove a call from the :guilabel:`Next activities` tab, hover over the opportunity that has a call scheduled, and click the red :icon:`fa-phone` :guilabel:`(phone)` icon that appears with the :icon:`fa-minus` :guilabel:`(minus)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:-1
|
||
msgid "A sales opportunity with the option to remove a call from the VoIP widget."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:73
|
||
msgid "Contacts tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:75
|
||
msgid "Under the :guilabel:`Contacts` tab of the |VOIP| widget, a user can access a contact in the **Contacts** app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:78
|
||
msgid "Any contact that has a saved phone number can be called by clicking into the contact from the |VOIP| widget's :guilabel:`Contacts` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:81
|
||
msgid "A search feature is also available at the top of the widget, represented by a :icon:`fa-search` :guilabel:`(search)` icon. Use this tool to find a specific contact. Scheduled activities will not appear as search results."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:86
|
||
msgid "Make a phone call with VoIP"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:88
|
||
msgid "One of the primary purposes of |VOIP| is to make phone calls without needing a phone. Here are the three ways to make a phone call in the Odoo database. First, click the :icon:`oi-voip` :guilabel:`(VoIP)` icon, located in the top-right of the navigation bar. From here:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:92
|
||
msgid "Enter the phone number to be called by clicking the :icon:`fa-keyboard-o` :guilabel:`(keyboard)` icon, and then entering the phone number."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:94
|
||
msgid "Click the :icon:`fa-phone` :guilabel:`(phone)` icon to redial the last called contact."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:95
|
||
msgid "Search for a specific contact's name or go to the :guilabel:`Contacts` tab. Then, select the contact and click the :icon:`fa-phone` :guilabel:`(phone)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:98
|
||
msgid "When receiving calls in Odoo, the |VOIP| widget rings, and displays a notification. To close the widget, click the :icon:`oi-close` :guilabel:`(close)` icon in the upper-right of the widget's screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:103
|
||
msgid "The |VOIP| number is the one provided by Axivox. It can be accessed by navigating to `https://manage.axivox.com/ <https://manage.axivox.com/>`_. After logging into the portal, go to :menuselection:`Users --> Outgoing number` (column)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:108
|
||
msgid "Transfer a phone call"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:110
|
||
msgid "Manually transferring a call only happens when on a call. To transfer a call within the |VOIP| widget, first, answer the call using the green :icon:`fa-phone` :guilabel:`(phone)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:113
|
||
msgid "Once the incoming call is answered, click the :icon:`fa-arrows-h` :guilabel:`(left-right arrows)` icon. Then, enter the extension of the user the call should be forwarded to. Finally, click :guilabel:`Transfer` to route the call to that phone number."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:118
|
||
msgid "To find the extension for a user, consult the |VOIP| administrator. If the user has :guilabel:`Administration` access rights set to :guilabel:`Settings`, find extensions by going to :menuselection:`Settings app` and click the :icon:`fa-arrow-right` :guilabel:`Manage Users` button. Select the user, and go to the :guilabel:`VoIP` tab. That user's extension is their :guilabel:`VoIP username`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:124
|
||
msgid "If the user does not pick up the call or is busy with another call, then calls can be automatically transferred. This gets configured with the |VOIP| service provider."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:128
|
||
msgid "Forward a phone call"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:130
|
||
msgid "To forward a call within the |VOIP| widget, first, answer the call using the green :icon:`fa-phone` :guilabel:`(phone)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:133
|
||
msgid "Then, click the :icon:`fa-arrows-h` :guilabel:`(left-right arrows)` icon. Enter the full phone number of the user the call should be forwarded to. Finally, click :guilabel:`Transfer` to route the call to that phone number."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:138
|
||
msgid "Send an email through the VoIP widget"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:140
|
||
msgid "Emails can also be sent through the |VOIP| widget. This is helpful for sending follow-up emails to the call participants, emailing a question to a coworker, or reminding a vendor to send over some components during a check-in call."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:144
|
||
msgid "To send an email through the |VOIP| widget, click the :icon:`oi-voip` :guilabel:`(VoIP)` icon, located in the top navigation bar. When this is clicked, the |VOIP| widget will appear in the bottom-left corner of the page. Then, search for a contact to email or find them in the :guilabel:`Contacts` tab of the |VOIP| widget."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:149
|
||
msgid "Next, click the :icon:`fa-envelope-o` :guilabel:`(envelope)` icon, and then select the email recipients, enter the email's subject line, and write the email. When it is ready to be sent, click :guilabel:`Send`. To schedule an email to send later, click the :icon:`fa-caret-down` :guilabel:`(dropdown)` icon next to :guilabel:`Send`, click :guilabel:`Send Later`, pick the scheduled time, and click :guilabel:`Schedule`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:158
|
||
msgid "Troubleshooting the VoIP widget"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:160
|
||
msgid "Each section below goes through common issues with the |VOIP| widget and how to resolve them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:163
|
||
msgid "Missing parameter"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:165
|
||
msgid "If a *Missing Parameter* error message appears in the |VOIP| widget, refresh the window, and try again."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:171
|
||
msgid "If an *Incorrect Number* error message appears in the |VOIP| widget, make sure to use the international format, leading with the :icon:`fa-plus` :guilabel:`(plus)`, followed by the international country code (e.g., +16506913277, where `+1` is the international prefix for the United States.)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:178
|
||
msgid "The websocket connection with the server has been lost"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:180
|
||
msgid "If a *The websocket connection with the server has been lost. Please try to refresh the page.* error message appears in the |VOIP| widget, then refresh the page close other browser tabs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:183
|
||
msgid "This error is caused by returning to the database after a period of inactivity, like lunch, or if there are too many browser tabs open."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:187
|
||
msgid "Failed to start the user agent"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:189
|
||
msgid "If a *Failed to start the user agent. The URL of the websocket may be wrong. Please have an administrator verify the websocket server URL in the General Settings.* error message appears in the |VOIP| widget, then update the browser and computer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:193
|
||
msgid "This error is caused by the browser or computer not being up-to-date (and can also cause issues with the microphone)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:197
|
||
msgid "Grayed-out VoIP widget"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:199
|
||
msgid "If the |VOIP| widget is completely grayed out and cannot be interacted with, then update the browser and computer, and delete the Google Chrome extension causing the problem."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:203
|
||
msgid "Cannot connect to the VoIP phone number"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:205
|
||
msgid "If the user cannot connect to their |VOIP| phone number, then their Odoo profile is missing their :guilabel:`Voip Secret`. To add this, click the user avatar, and then click :guilabel:`My Profile`. From here, click the :guilabel:`VoIP` tab, and then enter the user's :guilabel:`Voip Secret`. This is the user's password to their account for their |VOIP| service provider."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:5
|
||
msgid "**WhatsApp** is an instant messaging and voice-over-IP app that allows users to send messages, make calls, and share content. Businesses can use `WhatsApp Business <https://developers.facebook.com/products/whatsapp/>`_ to communicate with their customers by text, send documents and provide support."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:11
|
||
msgid "WhatsApp is an Odoo Enterprise-only application that does not work in Odoo Community edition. To sign up for Odoo Enterprise edition, click here: `Odoo Free Trial <https://www.odoo.com/trial>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:15
|
||
msgid "For more information on migrating from Odoo Community version to Odoo Enterprise version see this documentation: :doc:`/administration/on_premise/community_to_enterprise`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:18
|
||
msgid "With the **Odoo WhatsApp** app, a company can connect a WhatsApp Business Account (WABA) to an Odoo database, which allows for the following:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:21
|
||
msgid "Receive and reply to WhatsApp messages directly from an Odoo database"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:22
|
||
msgid "Create new templates with dynamic placeholders/variables"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:23
|
||
msgid "Send pre-approved templates that use dynamic variables, such as:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:25
|
||
msgid "Quotations from the **Sales** app"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:26
|
||
msgid "Receipts and invoices from the **Point of Sale** app"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:27
|
||
msgid "Tickets from the **Events** app"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:30
|
||
msgid "`Meta Business: create message templates for the WhatsApp Business account <https://www.facebook.com/business/help/2055875911147364>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:32
|
||
msgid "`Meta Business: connect a phone number to the WhatsApp Business account <https://www.facebook.com/business/help/456220311516626>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:34
|
||
msgid "`Meta Business: change the WhatsApp Business display name <https://www.facebook.com/business/help/378834799515077>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:37
|
||
msgid "WhatsApp is a messaging service operated by Meta, which is the parent company of Facebook. WhatsApp is commonly used as a communication tool in many countries and by many businesses. This documentation will cover the integration of a WhatsApp Business Account with Odoo. The company's Meta account is configured in Odoo via an :abbr:`API (Application Programming Interface)` connection."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:43
|
||
msgid "The WhatsApp connector supports two flows: company initiated, and customer initiated. A company can initiate a discussion by sending a template to one or more people. Once the template is sent, the recipient can answer in order to trigger a discussion between the sender and the receiver (a **Discuss** chat window appears if the customer answers within 15 days)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:48
|
||
msgid "If the discussion is initiated by the client (e.g. by sending to the company's public WhatsApp number), then Odoo will open a group chat with all operators responsible for this WhatsApp channel."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:52
|
||
msgid "It is recommended to set up multiple WhatsApp accounts for different departments. For example, the help desk team and sales teams can chat on different channels."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:56
|
||
msgid "`Magic Sheet - WhatsApp configuration [PDF] <https://drive.google.com/drive/folders/1hHEYq6jxmqKGFOeM3UQ7vOfiF7KuGX5W>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:60
|
||
msgid "WhatsApp configuration in Meta"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:62
|
||
msgid "A WhatsApp integration with Odoo uses a standard :abbr:`API (Application Programming Interface)` connection, and is configured on Meta in the following steps:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:65
|
||
msgid "Create a Meta business account"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:66
|
||
msgid "Create a Meta developer account"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:67
|
||
msgid "Setup an *app* and WhatsApp *product* on Meta's developer console"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:68
|
||
msgid "Test the API connection."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:70
|
||
msgid "Once connected, messages are then sent and received through Odoo's *Discuss* application using the WhatsApp :abbr:`API (Application Programming Interface)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:74
|
||
msgid "Meta business account setup"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:76
|
||
msgid "To create a Business account with Meta (owner of Facebook) navigate to: `Facebook Business Manager <https://business.facebook.com/overview>`_. Begin by clicking :guilabel:`Create account` and then enter the business name, the administrator's name, and a work email address. Then click :guilabel:`Next`, and a pop-up window will appear prompting to confirm the email address. After confirming, click :guilabel:`Done` to close the window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:82
|
||
msgid "Next, follow the instructions in the email sent by Facebook to confirm the creation of the business account and to complete the setup process."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:86
|
||
msgid "`Set up a Meta business account <https://www.facebook.com/business/help/1710077379203657?id=180505742745347>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:90
|
||
msgid "If the business account is linked to a personal Facebook account then the administrator must toggle between the personal account to the business account for the remainder of the configuration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:94
|
||
msgid "To toggle to the business account navigate to the `Facebook Developer Console <https://developers.facebook.com>`_ and click on the *account name* in the upper right corner. Under the :guilabel:`Business Accounts` heading, click on the desired business that the WhatsApp configuration should take place in. This is the account for which Odoo will send and receive WhatsApp messages."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:0
|
||
msgid "Toggle between Meta personal and business accounts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:104
|
||
msgid "In order to create a Meta business account, the user must already have a personal Facebook account that has existed for a minimum of one hour prior to setting up the Facebook Business account. Trying to create the business account prior to this time will result in an error."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:109
|
||
msgid "App creation"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:111
|
||
msgid "On the `Meta for Developers <https://developers.facebook.com>`_ dashboard, sign in with the Meta developer account. If no account is configured yet, link a Facebook account to create a Meta developer account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:116
|
||
msgid "A Facebook *developer* account is different than a Facebook *business* account. While developer accounts are made up of personal Facebook accounts, business accounts are **not** as they represent a business and manage all of the business's assets in Meta, such as apps."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:121
|
||
msgid "`Set up the WhatsApp Business Platform <https://www.facebookblueprint.com/student/collection/409587/path/360218>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:124
|
||
msgid "Click on :guilabel:`My Apps` in the top-right corner after successfully signing in to the Meta developer account. This will redirect the administrator to all the apps the developer has configured in this specific developer account. Click on :guilabel:`Create App` to begin the process of configuring a new Meta application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:130
|
||
msgid "App type"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:132
|
||
msgid "On the :menuselection:`Create an app` page, select :guilabel:`Other` under the section labeled, :guilabel:`Looking for something else?`, and then click :guilabel:`Next` to be directed to another page in order to select the app type. Then, click on the first option listed under the :guilabel:`Select an app type` label, titled :guilabel:`Business`. This selection allows for the creation and management of the WhatsApp :abbr:`API (Application Programming Interface)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:138
|
||
msgid "Now, click :guilabel:`Next` to configure the app, as desired. When the app *type* has been configured, the administrator will move onto the app *details* section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:142
|
||
msgid "App details"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:144
|
||
msgid "On the :guilabel:`Details` section of the :guilabel:`Create an app` process, enter `Odoo` in the field under the :guilabel:`Add an app name` label."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:148
|
||
msgid "The app name can be changed at a later time in the settings, if necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:151
|
||
msgid "Trademarks and branded elements may not be used in this text section. These include the Meta group of companies. Do not include the word: `WhatsApp` or the system will flag this in error."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:154
|
||
msgid "Next, enter the developer email address in the field under the :guilabel:`App contact email` label."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:156
|
||
msgid "Lastly, set the :guilabel:`Business Account - Optional` field to the Meta business account profile, using the drop-down menu. To finish, click :guilabel:`Create app`. This action will create the app and prompts the *Meta Platform Terms* and *Developer Policies* agreements."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:160
|
||
msgid "To accept the agreements, enter the Facebook password for security purposes, and click :guilabel:`Submit` to finalize the app creation. The browser will then direct to the :guilabel:`Meta for Developers` dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:165
|
||
msgid "If the Meta business account is prohibited from advertising, claiming an app is not allowed. To resolve this issue navigate to `<https://business.facebook.com/business>`_ for assistance."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:168
|
||
msgid "For more information, see `Meta's documentation on advertising restrictions <https://www.facebook.com/business/help/975570072950669>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:172
|
||
msgid "Add a WhatsApp product to the app"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:174
|
||
msgid "Now that the basic structure of the app has been created, a product will need to be added to the app. Begin by accessing the Meta app dashboard by navigating to `<https://developers.facebook.com/apps>`_, and clicking on the app that is being configured."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:178
|
||
msgid "On the next page: since WhatsApp is used, click :guilabel:`Set up` next to the box containing WhatsApp, located towards the bottom of the page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:182
|
||
msgid "`Meta's WhatsApp developer documentation <https://developers.facebook.com/docs/whatsapp/>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:184
|
||
msgid "The page then directs to the configuration page for the :guilabel:`WhatsApp Business Platform API`. Use the drop-down menu to select the Meta business to be configured for the :guilabel:`Select a Meta Business Account` option, and then click :guilabel:`Continue` to confirm the selection."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:189
|
||
msgid "When :guilabel:`Continue` is clicked, the administrator agrees to Meta's terms and conditions as linked on the :guilabel:`Meta App Dashboard`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:193
|
||
msgid "Once the WhatsApp product is added to the app, Meta will provide a WhatsApp test phone number with 5 test messages."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:197
|
||
msgid "Start using the WhatsApp API"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:199
|
||
msgid "After finishing the previous WhatsApp product wizard, and clicking :guilabel:`Continue`, the browser should have directed to the WhatsApp :guilabel:`Quickstart` page; this :guilabel:`Quickstart` page is where to begin configuring the WhatsApp API by adding a phone number and then sending an initial test message."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:-1
|
||
msgid "Navigating to the WhatsApp quickstart wizard in Meta for Developer dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:208
|
||
msgid "If the browser is not on the :guilabel:`Quickstart` page for WhatsApp, navigate to `<https://developers.facebook.com/apps>`_ and click on the app that is being configured, (the app name is `Odoo` if the instructions above were followed)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:212
|
||
msgid "Then, in the menu on the left-hand side of the page, click the :guilabel:`v (menu toggle)` icon next to the :guilabel:`WhatsApp` section heading. A small menu will open, containing the following options:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:216
|
||
msgid ":guilabel:`Quickstart`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:217
|
||
msgid ":guilabel:`API Setup`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:218
|
||
msgid ":guilabel:`Configuration`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:220
|
||
msgid "Click the :guilabel:`Quickstart` option, and then click :guilabel:`Start using the API`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:223
|
||
msgid "API Setup"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:225
|
||
msgid "After clicking on :guilabel:`Start using the API`, the page navigates to the :guilabel:`API Setup`. Now that the test number has been created, a test message can be sent to confirm that WhatsApp is working properly. To begin, navigate to the section on the page labeled :guilabel:`Send and receive messages` and click the drop-down menu next to :guilabel:`To`, under :guilabel:`Step 1 Select phone numbers`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:231
|
||
msgid "Now, select the only option available: :guilabel:`Manage phone number list`. Follow the steps and add up to five numbers to send the free test messages to. After entering the appropriate country code and phone number, click on :guilabel:`Next`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:236
|
||
msgid "Adding a phone number to send to in this step will allow for a successful test to be sent by the terminal. This is critical to ensure the WhatsApp :abbr:`API (Application Programming Interface)` is working."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:240
|
||
msgid "A verification code from WhatsApp Business is then sent to the phone number, which needs to be input on the next screen to verify ownership of the number. Enter the verification code and click :guilabel:`Next` to verify the number."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:245
|
||
msgid "Send a test message via terminal"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:247
|
||
msgid "Next, send a test message via the terminal. Under the section labeled :guilabel:`Step 2 Send messages with the API`, click :guilabel:`Send Message`. A test message will then be sent to the phone number that was set in the previous section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:251
|
||
msgid "Upon successfully receiving the message to the number, move onto the next section to produce and configure webhooks."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:257
|
||
msgid "WhatsApp configuration in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:259
|
||
msgid "The next steps configured in this section are all within the Odoo database. A few different values for a token, phone number, and account IDs all need to be configured in Odoo; these values are necessary in order to create a :guilabel:`Callback URL` and :guilabel:`Webhook Verify Token`, which are then used to configure the webhooks (in order to receive messages back into the database)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:264
|
||
msgid "In Odoo, navigate to :menuselection:`WhatsApp app --> Configuration --> WhatsApp Business Accounts`. Then click :guilabel:`New` to configure the WhatsApp business account in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:267
|
||
msgid "In another browser tab, navigate to :menuselection:`https://developers.facebook.com --> My Apps --> WhatsApp --> API Configuration`, and then copy the following values from the Meta developer console into the corresponding fields in Odoo:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:276
|
||
msgid "Meta Console"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:277
|
||
msgid "Odoo Interface"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:278
|
||
msgid "Phone"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:279
|
||
msgid ":guilabel:`Phone number ID`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:280
|
||
msgid ":guilabel:`Phone Number ID`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:281
|
||
msgid "Token"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:282
|
||
msgid ":guilabel:`Temporary access token`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:283
|
||
msgid ":guilabel:`Access Token`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:284
|
||
msgid "App ID"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:285
|
||
#: ../../content/applications/productivity/whatsapp.rst:286
|
||
msgid ":guilabel:`App ID`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:287
|
||
msgid "Account ID"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:288
|
||
msgid ":guilabel:`WhatsApp Business Account ID`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:289
|
||
msgid ":guilabel:`Account ID`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:291
|
||
msgid "To retrieve the :guilabel:`App Secret`, navigate to the Meta developer console, `<https://developers.facebook.com/apps>`_ and select the app that Odoo is being configured in. Then in the left-side menu, under :guilabel:`App settings`, select :guilabel:`Basic`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:295
|
||
msgid "Next, click :guilabel:`Show` next to the field :guilabel:`App secret`, and enter the account password to verify ownership. Copy the :guilabel:`App secret` and then paste that copied value into the :guilabel:`App Secret` field on the Odoo :guilabel:`WhatsApp Business Account` configuration dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:300
|
||
msgid "To complete the setup of the WhatsApp business account in Odoo, click :guilabel:`Test Connection`. A successful message in green will populate in the upper-right corner of the dashboard if the configuration is set correctly."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:305
|
||
msgid "Configuring webhooks"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:307
|
||
msgid "To configure the webhooks for WhatsApp in Odoo, navigate to `<https://developers.facebook.com/apps>`_ and select the app that Odoo is being configured in. Next under the :guilabel:`WhatsApp` menu heading on the left side of the screen, click on the :guilabel:`API Setup` menu item. Finally go to the section marked :guilabel:`Step 3: Configure webhooks to receive messages` and click on :guilabel:`Configure webhooks`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:314
|
||
msgid "Another way to configure *Webhooks* is to navigate to `<https://developers.facebook.com/apps>`_ and select the app that Odoo is being configured in. Then select :guilabel:`Webhooks` in the left hand menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:0
|
||
msgid "Manually navigating to the Whatsapp webhooks configuration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:321
|
||
msgid "On the :menuselection:`Webhook configuration` page, click on :guilabel:`Edit`, where both the :guilabel:`Callback URL` and :guilabel:`Webhook Verify Token` values from Odoo are added."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:325
|
||
msgid "Both the :guilabel:`Callback URL` and :guilabel:`Webhook Verify Token` values were automatically populated after clicking on :guilabel:`Test Connection` in the previous step."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:328
|
||
msgid "In a separate browser window, retrieve the necessary values in Odoo by navigating to :menuselection:`WhatsApp app --> Configuration --> WhatsApp Business Accounts` and select the account that is being configured. Locate the values under the section labeled :guilabel:`Receiving Messages`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:333
|
||
msgid "Copy and paste the :guilabel:`Callback URL` from Odoo into the :guilabel:`Callback URL` field in Meta. Similarly, copy and paste the :guilabel:`Webhook Verify Token` into the :guilabel:`Verify Token` field on the Meta developer console, as well."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:337
|
||
msgid "Finally, click :guilabel:`Verify and save` to record the values in the Meta developer console."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:340
|
||
msgid "Webhook fields"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:342
|
||
msgid "Now input individual webhook fields into Meta's developer console, under the :guilabel:`Webhook fields` section. Click :guilabel:`Manage` and when the pop-up window appears, check the boxes in the :guilabel:`Subscribe` column for the following field names:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:346
|
||
msgid "`account_update`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:347
|
||
msgid "`message_template_quality_update`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:348
|
||
msgid "`message_template_status_update`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:349
|
||
msgid "`messages`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:350
|
||
msgid "`template_category_update`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:352
|
||
msgid "After making the selections, click :guilabel:`Done`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:354
|
||
msgid "The finished :guilabel:`Webhooks` configuration will appear like this in the Meta developer console:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:-1
|
||
msgid "WhatsApp webhooks set in the Meta developer console."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:360
|
||
msgid "The :guilabel:`Webhook fields` will only appear once the subscription is confirmed using the :guilabel:`Callback URL` and :guilabel:`Webhook Verify Token`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:364
|
||
msgid "`Meta's WhatsApp documentation on setting webhooks <https://developers.facebook.com/docs/whatsapp/cloud-api/guides/set-up-webhooks>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:368
|
||
msgid "Add phone number"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:370
|
||
msgid "To configure the phone number to use for WhatsApp in Odoo, navigate back to the Meta developer console (`<https://developers.facebook.com/apps>`_) and again select the app that Odoo is being configured in. Under the :guilabel:`WhatsApp` menu heading on the left side of the screen, click on the :guilabel:`API Setup` menu item. From there, go to the section marked: :guilabel:`Step 5: Add a phone number`, and click on :guilabel:`Add phone number`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:376
|
||
msgid "In the fields, enter a :guilabel:`Business name` as well as a :guilabel:`Business website or profile page`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:380
|
||
msgid "The :guilabel:`Business website or profile page` field can be a social media page's :abbr:`URL (Uniform Resource Locator)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:383
|
||
msgid "Complete filling out the business information by next selecting the country that the company does business in from the drop-down menu in the :guilabel:`Country` section. Add an address if desired, however, this information is optional. After adding the location, click :guilabel:`Next` to continue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:388
|
||
msgid "The following page contains information for the :guilabel:`WhatsApp Business profile`. Complete the following sections, accordingly:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:391
|
||
msgid ":guilabel:`WhatsApp Business Profile Display Name`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:392
|
||
msgid ":guilabel:`Timezone`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:393
|
||
msgid ":guilabel:`Category`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:394
|
||
msgid ":guilabel:`Business description` (optional)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:396
|
||
msgid "Once these sections are complete, click :guilabel:`Next`. The page refreshes and then prompts the administrator to :guilabel:`Add a phone number for WhatsApp` in the respective field. Here, enter the phone number to configure in WhatsApp."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:401
|
||
msgid "`Migrate an Existing WhatsApp Number to a Business Account <https://developers.facebook.com/docs/whatsapp/cloud-api/get-started/migrate-existing-whatsapp- number-to-a-business-account>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:405
|
||
msgid "Next, choose a verification method for the phone number. Select either :guilabel:`Text message` or :guilabel:`Phone call`, and then click :guilabel:`Next` proceed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:408
|
||
msgid "The phone number entered will receive either a text or a phone call by WhatsApp with a code, depending on the verification method chosen. Enter that verification code into the :guilabel:`Verification code` field and click :guilabel:`Next` to finish."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:413
|
||
msgid "If a payment method has not been added, this is necessary to proceed. `Visit Meta's documentation on how to add a payment method in Meta's Business Manager <https://www.facebook.com/business/help/915454841921082?id=180505742745347>`_. This is part of Meta's fraud detection system, in order to ensure that the account/company are real a payment method is required to proceed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:420
|
||
msgid "`Meta for Developers: Add a Phone Number <https://developers.facebook.com/docs/whatsapp/cloud-api/get-started/add-a-phone-number>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:426
|
||
msgid "Permanent token"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:428
|
||
msgid "After configuration and testing are complete, a permanent token should be created to replace the :guilabel:`Temporary token`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:432
|
||
msgid "`Meta for Developers: System User Access Tokens <https://developers.facebook.com/docs/whatsapp/business-management-api/get-started#system-user- access-tokens>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:436
|
||
msgid "Begin by navigating to `<https://business.facebook.com/>`_ and then go to :menuselection:`Business settings --> User --> System Users`. Select an existing system user or create a new system user by clicking on :guilabel:`Add`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:440
|
||
msgid "Assets now must be added to the system user and then a permanent token can be generated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:443
|
||
msgid "This is a mandatory step. If the permanent token is not added, the Odoo database shows a :ref:`token error <whatsapp/token_error>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:446
|
||
msgid "Click on :guilabel:`Add assets`, and when the pop-up window appears select :guilabel:`Apps` under the :guilabel:`Select asset type`. Then, select the Odoo app and toggle the permissions to *On* under the :guilabel:`Full control` option. Set this new permission setting by clicking :guilabel:`Save Changes`, to which a confirmation window will appear, acknowledging the addition of the asset to the system user. Finish by clicking :guilabel:`Done`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:452
|
||
msgid "Next, the permanent token gets generated. Click on :guilabel:`Generate new token`, and a pop-up window will appear asking which app this token should be generated for. Select the :guilabel:`App` that this token is for. Then determine the expiration date of either :guilabel:`60 days` or :guilabel:`Never`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:457
|
||
msgid "Finally, when Meta asks which permissions should the system user allow, add all of the following permissions:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:460
|
||
msgid "`business_management`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:461
|
||
msgid "`whatsapp_business_messaging`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:462
|
||
msgid "`whatsapp_business_management`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:463
|
||
msgid "`whatsapp_business_manage_events`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:465
|
||
msgid "When permissions are set, click :guilabel:`Generate token`. Copy the token value that populates on the screen that follows."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:468
|
||
msgid "With that token value, update the :guilabel:`Access Token` field in the WhatsApp business account in Odoo by navigating to :menuselection:`WhatsApp app --> Configuration --> WhatsApp Business Accounts`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:473
|
||
msgid "Go live with the Meta app"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:475
|
||
msgid "Finally, to launch the app, the Meta app must be set to :guilabel:`Live` in the Meta developer console. Navigate to `<https://developers.facebook.com/apps>`_ and click on the app that is being configured. In the top menu, toggle the :guilabel:`App Mode` field from :guilabel:`Development` to :guilabel:`Live`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:481
|
||
msgid "If the app status is not set to *live*, then the database will only be able to contact the test numbers specified in the developer console."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:485
|
||
msgid "A privacy policy URL must be set in order for the app to be set to live. Go to the Meta developer console, `<https://developers.facebook.com/apps>`_ and select the app that Odoo is being configured in. Then, using the menu on the left side of the screen, go to :menuselection:`App Settings --> Basic`. Then, enter the privacy policy hyperlink address under the :guilabel:`Privacy Policy URL` field of the form. Click :guilabel:`Save changes` to apply the privacy policy to the app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:492
|
||
msgid "Once the app has gone live in the Meta developer console, a confirmation email is sent to the administrator."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:498
|
||
msgid "WhatsApp templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:500
|
||
msgid "WhatsApp templates are saved messages that are used repeatedly to send messages from the database. They allow users to send quality communications, without having to compose the same text repeatedly."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:503
|
||
msgid "Creating different templates that are tailored to specific situations lets users choose the right message for the right audience. This increases the quality of the message and the overall engagement rate with the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:507
|
||
msgid "WhatsApp templates can be created on both the Odoo and Meta consoles. The following process will overview the process for creating templates in Odoo and then afterward in Meta."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:511
|
||
msgid "WhatsApp has an approval process that must be completed before the template can be used. :ref:`productivity/whatsapp/approval`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:517
|
||
msgid "Creating templates in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:519
|
||
msgid "To access and create WhatsApp templates, begin by navigating to the :menuselection:`WhatsApp app --> Templates` dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:522
|
||
msgid "At the bottom of an individual template's form, there are three tabs: :guilabel:`Body`, :guilabel:`Buttons`, and :guilabel:`Variables`; these three tabs combined create the WhatsApp template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:526
|
||
msgid "The text is entered into the :guilabel:`Body` tab, and dynamic content that is called out in the :guilabel:`Body` tab is specified in the :guilabel:`Variables` tab. Every piece of dynamic content (e.g., placeholders) in the message (body) is specifically called out and specified in the :guilabel:`Variables` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:531
|
||
msgid "Templates are prefabricated layouts that allow users to send professional looking messages to customers. These templates are capable of containing dynamic data that will populate in the end message using variables that are set in the template configuration. For example, messages can contain the end user's name, call out specific products, or reference a sales order, to name a few convenient and impactful variables."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:537
|
||
msgid "To create a WhatsApp template, go to the :menuselection:`WhatsApp app --> Templates` dashboard and click :guilabel:`New`. On the form, enter a :guilabel:`Name` for the template, and select a :guilabel:`Language`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:542
|
||
msgid "In order to complete this next task, administrator access rights are needed to edit the :guilabel:`Applies to` field. See this :doc:`access rights documentation <../general/users/access_rights>` for more information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:546
|
||
msgid "In the :guilabel:`Account` drop-down menu, select the *WhatsApp business account* in Odoo that this template should link to. Next, under the :guilabel:`Applies to` field select the *model* the server action will apply to for this template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:551
|
||
msgid "These models can also be accessed in :ref:`developer mode <developer-mode>`. On a contact form (or similar relevant form in Odoo), navigate to the model that is referenced, and hover over any field name. The backend information box displays the Odoo :guilabel:`Model` name. Search (using the front-end name) for this model in the :guilabel:`Applies to` drop-down menu in the WhatsApp template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:558
|
||
msgid "Often when changing the model or :guilabel:`Applies to` field, the :guilabel:`Phone Field` may produce an error The :guilabel:`Phone Field` should always be set to the `Phone` or `Mobile` model."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:562
|
||
msgid "To search available fields, type in the front-end name in the search box. This finds a result from all of the available fields for the model (:guilabel:`Applies to`) that the template is created for."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:566
|
||
msgid "In order to find specific fields, multiple levels may need to be navigated in the search results box. Use the :guilabel:`> (right chevron)` and :guilabel:`⬅️ (left arrow)` icons to navigate between the menu levels."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:-1
|
||
msgid "Searching for the phone field in the search bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:573
|
||
msgid "Change the :guilabel:`Category` to fit either a :guilabel:`Marketing`, :guilabel:`Utility`, or :guilabel:`Authentication` category. In most instances the first two options are used, unless the user would like to send a password reset or something security related. Set to :guilabel:`Marketing` should there be anything promotional being sent and set to :guilabel:`Utility` should there be general transactional messages being sent (i.e., sales order, event ticket, etc)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:580
|
||
msgid "Specifying an incorrect category can cause a flag/rejected status from Meta during the approval process."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:583
|
||
msgid "Add any :guilabel:`Users` that are allowed to use this template. In the right-side column, a :guilabel:`Header type` can be configured along with a :guilabel:`Header message`, as well."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:586
|
||
msgid "The available :guilabel:`Header types` are as follows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:589
|
||
msgid "Image"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:590
|
||
msgid "Video"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:591
|
||
msgid "Document"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:592
|
||
msgid "Location (variables need to be set)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:594
|
||
msgid "Navigate to the :guilabel:`Body` tab to configure the main message of the template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:596
|
||
msgid "When all the necessary changes are made to the template, click on the :guilabel:`Submit for approval` button in the upper-left corner. This will cause the status of the template to change to :guilabel:`Pending`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:600
|
||
msgid "The status will remain in :guilabel:`Pending` until a decision has been made by Meta, whereby a confirmation email will then be sent indicating that the template has been approved (or rejected). The templates will then need to be synced from the Odoo database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:604
|
||
msgid "See this section for more information on :ref:`syncing templates <productivity/whatsapp/sync>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:607
|
||
msgid "Consider the preconfigured demo data templates available in Odoo to use or modify. These templates can be used as-is or modified to suit a specific business need."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:610
|
||
msgid "To use these templates, navigate to :menuselection:`WhatsApp app --> Templates` and select a preconfigured template. Click :guilabel:`Submit for Approval` to start the approval process. An email gets sent to the administrator of the Meta account when the template has been approved."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:615
|
||
msgid "Buttons"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:617
|
||
msgid "Buttons can be added into the message from the :guilabel:`Buttons` tab. Enter the :guilabel:`Type` (either :guilabel:`Visit Website`, :guilabel:`Call Number`, or :guilabel:`Quick Reply`), and then specify the :guilabel:`Button Text`, :guilabel:`Call Number` or :guilabel:`Website URL` (including :guilabel:`Url Type`), depending on the :guilabel:`Type` of button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:623
|
||
msgid "Buttons can also be added on the Meta business console. See Meta's WhatsApp template dashboard by navigating to `<https://business.facebook.com/wa/manage/home>`_. Then go to :menuselection:`Account tools --> Message templates`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:628
|
||
msgid "Using placeholders and variables"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:630
|
||
msgid "Dynamic variables reference certain fields within the Odoo database to produce unique data in the WhatsApp message when using a template. Dynamic variables are encoded to display fields from within the database, referencing fields from within a model."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:635
|
||
msgid "Many companies like to customize their WhatsApp messages with a personalized piece of customer information to grab attention. This can be accomplished in Odoo by referencing a field within a model by setting a dynamic variable. For example, a customer's name can be referenced in the email from the :guilabel:`Customer` field on the :guilabel:`Sales Order` model."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:-1
|
||
msgid "WhatsApp message with dynamic variables highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:643
|
||
msgid "Dynamic variables can be added in to the :guilabel:`Body` by adding :guilabel:`placeholders` in the *text*. To add a placeholder in the *message body* enter the following text `{{1}}`. For the second placeholder enter `{{2}}` and increase incrementally as more placeholders are added to the text."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:648
|
||
msgid "*The following is the text from payment receipt template body:*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:650
|
||
msgid "Dear {{1}},"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:0
|
||
msgid "Here is your invoice *{{2}}* from *{{3}}* for a total of *{{4}}{{5}}*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:0
|
||
msgid "To review your invoice or pay online: {{6}}"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:655
|
||
msgid "Thank you"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:658
|
||
msgid ":ref:`productivity/whatsapp/templates`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:660
|
||
msgid "These placeholders must be configured on the :guilabel:`Variables` tab of the template before submitting for approval from Meta. To edit the dynamic variables on a template, first change the :guilabel:`Type` to :guilabel:`Field of Model`. This allows Odoo to reference a field within a model to produce unique data in the message being sent."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:665
|
||
msgid "Next, edit the :guilabel:`Field` of the dynamic variables. The :guilabel:`Applies to` field in the template should be edited prior to ensure the correct model and field are referenced."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:668
|
||
msgid "To search the available fields, type in the front-end name of the field in the search box. This will find a result from all of the available fields for the model (:guilabel:`Applies to`) that the template is created for. There may be multiple levels that need to be configured."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:673
|
||
msgid "The following is an example of the variables set for the above placeholders in the payment receipt noted above:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:681
|
||
msgid "Sample Value"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:682
|
||
msgid "Type"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:683
|
||
msgid "Field"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:684
|
||
msgid "body - {{1}}"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:685
|
||
msgid "Azure Interior"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:686
|
||
#: ../../content/applications/productivity/whatsapp.rst:690
|
||
#: ../../content/applications/productivity/whatsapp.rst:694
|
||
#: ../../content/applications/productivity/whatsapp.rst:698
|
||
#: ../../content/applications/productivity/whatsapp.rst:702
|
||
msgid "Field of Model"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:687
|
||
msgid "`Partner`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:688
|
||
msgid "body - {{2}}"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:689
|
||
msgid "INV/2022/00001"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:691
|
||
msgid "`Number`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:692
|
||
msgid "body - {{3}}"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:693
|
||
msgid "My Company"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:695
|
||
msgid "`Company`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:696
|
||
msgid "body - {{4}}"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:697
|
||
msgid "$"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:699
|
||
msgid "`Currency > Symbol`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:700
|
||
msgid "body - {{5}}"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:701
|
||
msgid "4000"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:703
|
||
msgid "`Amount`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:704
|
||
msgid "body - {{6}}"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:705
|
||
msgid "\\https://.."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:706
|
||
msgid "Portal link"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:710
|
||
msgid "For example, in the :guilabel:`Body` tab, if the following is typed, \"Hello {{1}},\", then `{{1}}` must be set in the :guilabel:`Variables` tab. For this specific case, the message should greet the customer by name, so the `{{1}}` should be configured to populate the `{{1}}` :guilabel:`Field` with the :guilabel:`Customer` name."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:716
|
||
msgid "Customizing WhatsApp templates is out of the scope of Odoo Support."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:721
|
||
msgid "Meta template approval"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:723
|
||
msgid "After updating the dynamic variables on the template, the template needs to be submitted to Meta for approval again. Click :guilabel:`Submit for Approval` to start the approval process. An email will be sent to the administrator of the Meta account when the template has been approved."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:727
|
||
msgid "Following the approval from Meta, sync the templates again in the Odoo database. See this documentation: :ref:`productivity/whatsapp/sync`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:731
|
||
msgid "To see the status to Meta's WhatsApp template dashboard by navigating to `<https://business.facebook.com/wa/manage/home>`_. Then go to :menuselection:`Account tools --> Message templates`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:738
|
||
msgid "Syncing templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:740
|
||
msgid "Templates must be synced on the Odoo database once they are approved by the Meta team. To do so, begin by navigating to :menuselection:`WhatsApp app --> Configuration --> WhatsApp Business Accounts` and select the configuration that should be synced. Under the section marked :menuselection:`Sending messages`, towards the bottom, click on :guilabel:`Sync Templates`. Meta will update the templates that are approved so that they can be utilized with various apps in the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:-1
|
||
msgid "Syncing Meta WhatsApp templates to the Odoo database, with the 'Sync Templates'\n"
|
||
"highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:751
|
||
msgid "A successful message in green appears in the upper-right corner with the number of templates updated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:755
|
||
msgid "Templates can also be synced individually from the template itself. Navigate to the :menuselection:`WhatsApp app --> Templates` dashboard and select the template to sync. Then, click on the :guilabel:`Sync Template` button located in the top menu of the template's form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:760
|
||
msgid "Creating templates in Meta"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:762
|
||
msgid "First, navigate to `Meta's WhatsApp template dashboard <https://business.facebook.com/wa/manage/home>`_, and then go to :menuselection:`Account tools --> Message templates`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:-1
|
||
msgid "Account tools highlighted in business manager with the manage templates link highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:769
|
||
msgid "To create a WhatsApp template, click on the blue :guilabel:`Create template` button, and then select the :guilabel:`Category`. The options listed include: :guilabel:`Marketing`, :guilabel:`Utility`, and :guilabel:`Authentication`. In most instances the first two options are used, unless the user would like to send a password reset or something security related."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:774
|
||
msgid "Enter the :guilabel:`Name` of the template and then select the :guilabel:`Language` for the template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:778
|
||
msgid "Multiple languages can be selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:-1
|
||
msgid "Template configuration options listed, with Marketing, Utility, Name and Language\n"
|
||
"highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:784
|
||
msgid "After making the appropriate selections, click on :guilabel:`Continue` in the upper-right corner. The page redirects to the :guilabel:`Edit template` page. Here the :guilabel:`Header`, :guilabel:`Body`, :guilabel:`Footer` and :guilabel:`Buttons` are configured. To the right of the template is a preview of what the template will look like in production."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:-1
|
||
msgid "Edit the template using a header, body, footer and buttons."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:792
|
||
msgid "When all the necessary changes are made to the template, click on the :guilabel:`Submit` button in the upper-right corner. A confirmation window appears to confirm the language— click :guilabel:`Confirm` to approve and then another window appears stating that the template gets submitted to Meta for review and approval."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:797
|
||
msgid "The :guilabel:`Status` of the template will remain in :guilabel:`In review` until a decision has been made by Meta. Once an email confirmation is received approving the template, the templates will need to be synced from within the Odoo database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:802
|
||
msgid "For more information on configuring templates on the Meta developer console visit `Meta's WhatsApp template documentation <https://developers.facebook.com/docs/whatsapp/business-management-api/message-templates/>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:809
|
||
msgid "Notifications in WhatsApp are handled similar to a message conversation in Odoo. A pop-up window appears with the received conversation from the customer. By default, notifications are set in the WhatsApp business account configuration in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:813
|
||
msgid "Notification settings can be adjusted by navigating to :menuselection:`WhatsApp app --> Configuration --> WhatsApp Business Accounts`. From there, select the account and scroll down to the :menuselection:`Control` section where notifications are handled. Under the :guilabel:`Notify users` heading, type in the field which users should be notified for this particular WhatsApp channel."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:819
|
||
msgid "Once a conversation is initiated between a user and a customer, notifications to all the users specified in the WhatsApp business account configuration will not occur. Only notifications to the users in the conversation will occur. Should the user not respond within 15 days, the customer's reply after the 15 days will populate once again to all the users specified in the WhatsApp configuration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:826
|
||
msgid "Adding users to chat"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:828
|
||
msgid "Users can be added to a WhatsApp chat by expanding the WhatsApp pop-up window. WhatsApp conversations are located in the *Discuss* app. Click on the :guilabel:`👤+ (add user)` icon next to it, and a window appears to invite users to the conversation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:-1
|
||
msgid "Adding users to a WhatsApp conversation, with the add user icon highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:836
|
||
msgid "WhatsApp API FAQ"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:839
|
||
msgid "Verification"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:841
|
||
msgid "As of February 1, 2023, if the Meta app requires advanced level access to permissions, a complete business verification may need to be completed. This includes submitting office business documents to Meta. `See this documentation <https://developers.facebook.com/docs/development/release/business-verification>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:847
|
||
msgid "`Meta's WhatsApp access verification documentation <https://developers.facebook.com/docs/development/release/access-verification/>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:851
|
||
msgid "Template errors"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:853
|
||
msgid "Editing templates can cause tracebacks and errors unless the exact process is followed above, here: (:ref:`productivity/whatsapp/templates`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:857
|
||
msgid "Duplicate validation error"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:859
|
||
msgid "When syncing the templates there may be an instance when there are multiple templates with the same name on Meta's business manager and in Odoo. This causes a duplicate validation error. To correct this issue, rename the duplicate template name on Odoo and sync the templates once again by following the steps here: :ref:`productivity/whatsapp/sync`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:-1
|
||
msgid "User error populated in Odoo when a duplicate template exists."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:870
|
||
msgid "Token errors"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:873
|
||
msgid "User error"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:875
|
||
msgid "Should the temporary token not be replaced with a permanent token a user error will populate in Odoo when testing the connection after sending fails. To correct this issues see :ref:`productivity/whatsapp/token`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:-1
|
||
msgid "User error populated in Odoo when token expires."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:883
|
||
msgid "System user error 100"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:885
|
||
msgid "Should the system user be an :guilabel:`Employee` when setting up the permanent token, a user error 100 will populate."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:888
|
||
msgid "To correct this error, create an :guilabel:`Admin` system user, following the process outlined here: :ref:`productivity/whatsapp/token`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:-1
|
||
msgid "User error populated in Odoo when an employee token is generated instead of a Admin user."
|
||
msgstr ""
|