mirror of
https://github.com/odoo/documentation.git
synced 2025-12-12 07:29:27 +07:00
103 lines
4.1 KiB
ReStructuredText
103 lines
4.1 KiB
ReStructuredText
=========
|
|
AI fields
|
|
=========
|
|
|
|
.. |AI| replace:: :abbr:`AI (Artificial Intelligence)`
|
|
|
|
|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.
|
|
|
|
This feature is especially useful for creating product descriptions, summarizing notes, or
|
|
generating structured content from unstructured data.
|
|
|
|
.. _ai/add-a-new-field:
|
|
|
|
Adding a new AI field
|
|
=====================
|
|
|
|
|AI| fields can be added to a record through the Studio app or property field.
|
|
|
|
.. warning::
|
|
: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.
|
|
|
|
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.
|
|
|
|
.. image:: fields/new-ai-field.png
|
|
:alt: Adding a new field to a record.
|
|
|
|
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>`:
|
|
|
|
- Text
|
|
- Multiline Text
|
|
- HTML
|
|
- Integer
|
|
- Decimal
|
|
- Monetary
|
|
- Date
|
|
- Datetime
|
|
- Checkbox
|
|
- Many2one
|
|
- Tags
|
|
|
|
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.
|
|
|
|
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.
|
|
|
|
.. image:: fields/prompt.png
|
|
:alt: The add a field pop-up where the ai prompt is entered.
|
|
|
|
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**.
|
|
|
|
After the field is added, click the |AI| icon to refresh the field value.
|
|
|
|
.. tip::
|
|
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.
|
|
|
|
.. image:: fields/warning.png
|
|
:alt: A warning message indicating the AI was unable to complete the request.
|
|
|
|
Add via edit properties
|
|
-----------------------
|
|
|
|
|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.
|
|
|
|
.. image:: fields/edit-properties.png
|
|
:alt: The edit properties pop-up on a form view.
|
|
|
|
.. note::
|
|
:ref:`Property fields <property_field/add>` can only be added to form views.
|
|
|
|
Computing AI fields
|
|
===================
|
|
|
|
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.
|
|
|
|
Additionally, a scheduled action runs once a day to fill all |AI| fields that are currently empty.
|
|
This action is active by default.
|
|
|
|
.. tip::
|
|
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`.
|