mirror of https://github.com/OCA/web.git
488 lines
15 KiB
HTML
488 lines
15 KiB
HTML
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:Author: David Goodger (goodger@python.org)
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Default cascading style sheet for the HTML output of Docutils.
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ul.auto-toc {
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</style>
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</head>
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<body>
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<div class="document" id="quick-start-screen">
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<h1 class="title">Quick Start Screen</h1>
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<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:eba97aa3c66b586477be732ab6d70494f16d1805d2bd24a15b92d0c70d20f29a
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/web/tree/18.0/web_quick_start_screen"><img alt="OCA/web" src="https://img.shields.io/badge/github-OCA%2Fweb-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/web-18-0/web-18-0-web_quick_start_screen"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/web&target_branch=18.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
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<p>This module adds a configurable start screen so users can go right into
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their more common tasks.</p>
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<p>It can be configured at the user level or just be used as common
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screens.</p>
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<p><strong>Table of contents</strong></p>
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<div class="contents local topic" id="contents">
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<ul class="simple">
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<li><a class="reference internal" href="#use-cases-context" id="toc-entry-1">Use Cases / Context</a></li>
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<li><a class="reference internal" href="#configuration" id="toc-entry-2">Configuration</a></li>
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<li><a class="reference internal" href="#usage" id="toc-entry-3">Usage</a></li>
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<li><a class="reference internal" href="#known-issues-roadmap" id="toc-entry-4">Known issues / Roadmap</a></li>
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<li><a class="reference internal" href="#bug-tracker" id="toc-entry-5">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="toc-entry-6">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="toc-entry-7">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="toc-entry-8">Contributors</a></li>
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<li><a class="reference internal" href="#maintainers" id="toc-entry-9">Maintainers</a></li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="use-cases-context">
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<h1><a class="toc-backref" href="#toc-entry-1">Use Cases / Context</a></h1>
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<p>Some users use repeatedly the same actions on and on and sometimes those
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actions are so many clicks away which tends to be frustrating.</p>
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</div>
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<div class="section" id="configuration">
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<h1><a class="toc-backref" href="#toc-entry-2">Configuration</a></h1>
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<p>To create quick actions:</p>
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<ul class="simple">
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<li>Go to <em>Settings > Technical > User Interface > Screen actions</em> and
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create o modify an existing one.</li>
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<li>Choose the desired action, a name, a description and an icon.</li>
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<li>You can add an optional context so you can reuse existing actions. You
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can use <tt class="docutils literal"><span class="pre">ref(<xml_id>)</span></tt> to get an id that you can use in your
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context. You can also use <tt class="docutils literal">datetime</tt> and <tt class="docutils literal">context_today</tt> in that
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same way you can do in <tt class="docutils literal">ir.filters</tt>.</li>
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</ul>
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<p>To create quick start screens:</p>
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<ul class="simple">
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<li>Go to <em>Settings > Technical > User Interface > Quick start screens</em>
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and create or modify an existing one.</li>
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<li>Choose a descriptive name and link some quick screen actions.</li>
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</ul>
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<p>To assign a quick start screen to a user:</p>
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<ul class="simple">
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<li>Go to <em>Settings > Users and groups > Users</em> and select one.</li>
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<li>In the <em>Preferences</em> tab, <em>Menus customization</em> section, you can
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choose which <em>Quick start screen</em> will that user use.</li>
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<li>If you want to make the user start always in his start screen, in the
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same section select the action <em>Quick Start Screen</em>.</li>
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</ul>
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<p>To activate the quick start screen menu for a user:</p>
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<ul class="simple">
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<li>Go to <em>Settings > Users and groups > Users</em> (with debug mode on)</li>
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<li>In <em>Technical</em> groups, set <em>Quick Start Screen</em> on.</li>
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</ul>
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</div>
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<div class="section" id="usage">
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<h1><a class="toc-backref" href="#toc-entry-3">Usage</a></h1>
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<p>When you have the proper config, once you login, you’ll go to the quick
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actions screen. Just click in and start working.</p>
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</div>
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<div class="section" id="known-issues-roadmap">
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<h1><a class="toc-backref" href="#toc-entry-4">Known issues / Roadmap</a></h1>
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<ul class="simple">
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<li>Right now there’s no much permissions handling, but it could be made
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similarly to how menus deal with them.</li>
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<li>Also we could add the possibility of quick actions for users the same
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way that favorite filters work.</li>
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<li>A tour helper that clicked in every defined action would be helpfull
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to detect possible issues.</li>
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</ul>
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</div>
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<div class="section" id="bug-tracker">
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<h1><a class="toc-backref" href="#toc-entry-5">Bug Tracker</a></h1>
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<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/web/issues">GitHub Issues</a>.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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<a class="reference external" href="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**">feedback</a>.</p>
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||
<p>Do not contact contributors directly about support or help with technical issues.</p>
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||
</div>
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||
<div class="section" id="credits">
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||
<h1><a class="toc-backref" href="#toc-entry-6">Credits</a></h1>
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||
<div class="section" id="authors">
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||
<h2><a class="toc-backref" href="#toc-entry-7">Authors</a></h2>
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||
<ul class="simple">
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<li>Tecnativa</li>
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</ul>
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</div>
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||
<div class="section" id="contributors">
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<h2><a class="toc-backref" href="#toc-entry-8">Contributors</a></h2>
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||
<ul class="simple">
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||
<li><a class="reference external" href="https://tecnativa.com">Tecnativa</a><ul>
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<li>Pedro M. Baeza</li>
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<li>David Vidal</li>
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</ul>
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</li>
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</ul>
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||
</div>
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<div class="section" id="maintainers">
|
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<h2><a class="toc-backref" href="#toc-entry-9">Maintainers</a></h2>
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<p>This module is maintained by the OCA.</p>
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<a class="reference external image-reference" href="https://odoo-community.org">
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<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
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</a>
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<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
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||
mission is to support the collaborative development of Odoo features and
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||
promote its widespread use.</p>
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||
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/web/tree/18.0/web_quick_start_screen">OCA/web</a> project on GitHub.</p>
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||
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
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||
</div>
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</div>
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</div>
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</body>
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</html>
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