web/web_quick_start_screen

==================
Quick Start Screen
==================

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This module adds a configurable start screen so users can go right into
their more common tasks.

It can be configured at the user level or just be used as common
screens.

**Table of contents**

.. contents::
   :local:

Use Cases / Context
===================

Some users use repeatedly the same actions on and on and sometimes those
actions are so many clicks away which tends to be frustrating.

Configuration
=============

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.

Usage
=====

When you have the proper config, once you login, you'll go to the quick
actions screen. Just click in and start working.

Known issues / Roadmap
======================

- Right now there's no much permissions handling, but it could be made
  similarly to how menus deal with them.
- Also we could add the possibility of quick actions for users the same
  way that favorite filters work.
- A tour helper that clicked in every defined action would be helpfull
  to detect possible issues.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/web/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/web/issues/new?body=module:%20web_quick_start_screen%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* Tecnativa

Contributors
------------

- `Tecnativa <https://tecnativa.com>`__

  - Pedro M. Baeza
  - David Vidal

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

This module is part of the `OCA/web <https://github.com/OCA/web/tree/18.0/web_quick_start_screen>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.