web/web_quick_start_screen/readme/CONFIGURE.md

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To create quick actions:

  • Go to Settings > Technical > User Interface > Screen actions and create o modify an existing one.
  • Choose the desired action, a name, a description and an icon.
  • You can add an optional context so you can reuse existing actions. You can use ref(<xml_id>) to get an id that you can use in your context. You can also use datetime and context_today in that same way you can do in ir.filters.

To create quick start screens:

  • Go to Settings > Technical > User Interface > Quick start screens and create or modify an existing one.
  • Choose a descriptive name and link some quick screen actions.

To assign a quick start screen to a user:

  • Go to Settings > Users and groups > Users and select one.
  • In the Preferences tab, Menus customization section, you can choose which Quick start screen will that user use.
  • If you want to make the user start always in his start screen, in the same section select the action Quick Start Screen.

To activate the quick start screen menu for a user:

  • Go to Settings > Users and groups > Users (with debug mode on)
  • In Technical groups, set Quick Start Screen on.