|
| 1 | +===== |
| 2 | +Forum |
| 3 | +===== |
| 4 | + |
| 5 | +Odoo Forum enables you to connect with your community, give visitors' websites the information they |
| 6 | +need and provide outstanding customer satisfaction. |
| 7 | + |
| 8 | +.. seealso:: |
| 9 | + - `Forum <https://www.odoo.com/app/forum>`_ |
| 10 | + - `eLearning <https://www.odoo.com/app/elearning>`_ |
| 11 | + - :doc:`Website documentation <website>` |
| 12 | + |
| 13 | +Configuration |
| 14 | +============= |
| 15 | + |
| 16 | +Forum is not automatically installed with :guilabel:`Website`. To enable it, go to :guilabel:`Apps`, |
| 17 | +search :guilabel:`Forum` module, and install it. |
| 18 | + |
| 19 | +.. note:: |
| 20 | + You can manage **Forum** on both the **front end** and the **back end**. The **front end** allows |
| 21 | + you to create a new forum quickly from your website, while the **back end** allows you to work |
| 22 | + directly from the app. It gives the same options as the front end, but it also provides access to |
| 23 | + more advanced configurations and allows collaboration. |
| 24 | + |
| 25 | +Front-end forum management |
| 26 | +========================== |
| 27 | + |
| 28 | +Forum creation |
| 29 | +-------------- |
| 30 | + |
| 31 | +From your website, click on :guilabel:`+NEW` and on :guilabel:`Forum` to create a new forum. A new |
| 32 | +page pops up. Fill in the following information: |
| 33 | + |
| 34 | +- :guilabel:`Forum Name`: Add the name of your forum; |
| 35 | +- :guilabel:`Forum Mode`: Select :guilabel:`Questions` (only one answer allowed) or |
| 36 | + :guilabel:`Discussions` (multiple answers allowed); |
| 37 | +- :guilabel:`Privacy`: Select :guilabel:`Public` (your forum is public), :guilabel:`Signed In` (your |
| 38 | + forum is visible for signed in users only), or :guilabel:`Some users` (your forum and its content |
| 39 | + is hidden for non-members of selected group). |
| 40 | + |
| 41 | +Click :guilabel:`SAVE`. Your forum is now created. |
| 42 | + |
| 43 | +.. note:: |
| 44 | + You can also create a forum from the :guilabel:`Website` application by going to |
| 45 | + :menuselection:`Website --> Configuration --> Forum: Forums` and clicking :guilabel:`New`. |
| 46 | + |
| 47 | +New post creation |
| 48 | +----------------- |
| 49 | + |
| 50 | +Click :guilabel:`New Post` to create a new post and fill in the following information: |
| 51 | + |
| 52 | +- :guilabel:`Title`: Add a title to your question; |
| 53 | +- :guilabel:`Description`: Add a description to your question. Type "/" to use a command and open |
| 54 | + the powerbox; |
| 55 | +- :guilabel:`Tags`: Add tags to help filter questions and answers related to the same topic. |
| 56 | + |
| 57 | +Click :guilabel:`Post Your Question`. A new window pops up inviting you to share your question on |
| 58 | +social networks. |
| 59 | + |
| 60 | +.. tip:: |
| 61 | + Most questions posted on social media platforms receive a response within 5 hours. However, if |
| 62 | + the same questions are shared on two different social networks, the chances of obtaining an |
| 63 | + answer are significantly higher. |
| 64 | + |
| 65 | +.. note:: |
| 66 | + Only logged-in users can post questions and answer existing ones to avoid one-time participants |
| 67 | + and spam. |
| 68 | + |
| 69 | +Manage your posts |
| 70 | +----------------- |
| 71 | + |
| 72 | +Go to your forum to see questions or discussions available. |
| 73 | + |
| 74 | +A menu bar offers several options: |
| 75 | + |
| 76 | +- :guilabel:`Topics`: By default, all topics are displayed; |
| 77 | +- :guilabel:`People`: Display the people that created questions/discussions and small statistical |
| 78 | + information related to :guilabel:`XP` (= :ref:`Karma gains <forum/karma-gains>`), |
| 79 | + :guilabel:`Badges`, and :guilabel:`Certifications`; |
| 80 | +- :guilabel:`Tags`: See the tags used and retrieve specific questions or discussions that have been |
| 81 | + tagged; |
| 82 | +- :guilabel:`Badges`: In addition to building your credibility through your questions and answers, |
| 83 | + you can reward your active contributors with :ref:`badges <forum/badges>` according to their |
| 84 | + participation. Badges are visible on both your profile page and your posts; |
| 85 | +- :guilabel:`About`: Provide guidelines to answer any questions users might have. |
| 86 | + |
| 87 | +You can also refine your search by selecting: |
| 88 | + |
| 89 | +- :guilabel:`All`: To display all questions/discussions for this forum; |
| 90 | +- :guilabel:`Solved`: To only display solved questions/discussions; |
| 91 | +- :guilabel:`Unsolved`: To only display unsolved questions/discussions; |
| 92 | +- :guilabel:`Unanswered`: To only display unanswered questions/discussions. |
| 93 | + |
| 94 | +Interacting with posts |
| 95 | +---------------------- |
| 96 | + |
| 97 | +When a post is created, you can :guilabel:`answer`, :guilabel:`comment` and :guilabel:`share` it on |
| 98 | +social networks. |
| 99 | + |
| 100 | +As the creator of the forum, you also have the possibility to :guilabel:`Edit`, :guilabel:`Close`, |
| 101 | +:guilabel:`Delete`, :guilabel:`Flag`, or :guilabel:`View Ticket`, by clicking on ⋮. |
| 102 | + |
| 103 | +You can also :guilabel:`Follow` or :guilabel:`Unfollow` a post by clicking the bell. |
| 104 | + |
| 105 | +Moderation tools |
| 106 | +---------------- |
| 107 | + |
| 108 | +Use the :guilabel:`Moderation tools` :guilabel:`To validate` posts or to see posts that have been |
| 109 | +:guilabel:`Flagged`. |
| 110 | + |
| 111 | +.. image:: forum/moderation-tools.png |
| 112 | + :align: center |
| 113 | + :alt: Select the action button |
| 114 | + |
| 115 | +.. note:: |
| 116 | + You need enough karma points to be able to moderate. The number of karma points required can be |
| 117 | + updated by going to :guilabel:`Karma Related Rights: Moderate posts`. |
| 118 | + |
| 119 | +Back-end forum management |
| 120 | +========================= |
| 121 | + |
| 122 | +Go to :menuselection:`Website --> Configuration --> Forum` to access your forum's advanced features: |
| 123 | +:ref:`Forums <forum/forums>`, :ref:`Ranks <forum/ranks>`, :ref:`Tags <forum/tags>`, :ref:`Badges |
| 124 | +<forum/badges>`, :ref:`Close Reasons <forum/close-reasons>`. |
| 125 | + |
| 126 | +.. _forum/forums: |
| 127 | + |
| 128 | +Forums |
| 129 | +------ |
| 130 | + |
| 131 | +You can manage your forums by going to :menuselection:`Website --> Configuration --> Forum: Forums`. |
| 132 | + |
| 133 | +Click :guilabel:`New` to create a forum or click an existing one to update it. The following |
| 134 | +information must be completed: |
| 135 | + |
| 136 | +- :guilabel:`Forum name`: Add a name to your forum; |
| 137 | +- :guilabel:`Website`: Select one of your websites if you want your forum to be restricted to this |
| 138 | + website. |
| 139 | + |
| 140 | +3 tabs are available: :ref:`Options <forum/options>`, :ref:`Karma Gains <forum/karma-gains>`, |
| 141 | +:ref:`Karma Related Rights <forum/karma-related-rights>`. |
| 142 | + |
| 143 | +.. _forum/options: |
| 144 | + |
| 145 | +Options |
| 146 | +~~~~~~~ |
| 147 | + |
| 148 | +From this tab you can set the order and visibility of your website. |
| 149 | + |
| 150 | +- :guilabel:`Default Sort`: Select :guilabel:`Newest`, :guilabel:`Last Updated`, |
| 151 | + :guilabel:`Most Voted`, :guilabel:`Relevance`, :guilabel:`Answered`. |
| 152 | + |
| 153 | +- :guilabel:`Privacy`: |
| 154 | + |
| 155 | + - :guilabel:`Public`: Forum is public; |
| 156 | + - :guilabel:`Signed in`: Forum is visible for signed in users; |
| 157 | + - :guilabel:`Some users`: Forum and their content are hidden for non members of selected group. |
| 158 | + |
| 159 | +You also have the possibility to add a short :guilabel:`Description visible on your website` |
| 160 | +dashboard. |
| 161 | + |
| 162 | +.. _forum/karma-gains: |
| 163 | + |
| 164 | +Karma gains |
| 165 | +~~~~~~~~~~~ |
| 166 | + |
| 167 | +Karma points are given to your forum's active participants to keep them involved and provide them |
| 168 | +access to new functionalities like voting, commenting, and editing when they reach a certain Karma |
| 169 | +level. |
| 170 | + |
| 171 | +.. note:: |
| 172 | + The number of points is set by default. You can modify it by clicking on it. Each new user |
| 173 | + automatically receives three points when their e-mail address is validated. |
| 174 | + |
| 175 | +.. tip:: |
| 176 | + If you have the **eLearning** app, completing quizzes can grant you points. |
| 177 | + |
| 178 | +.. _forum/karma-related-rights: |
| 179 | + |
| 180 | +Karma related rights |
| 181 | +~~~~~~~~~~~~~~~~~~~~ |
| 182 | + |
| 183 | +Go to the :guilabel:`Karma Related Rights` tab to set up a moderation system with Karma points to |
| 184 | +give your most active members access to more functionalities and to reduce spamming messages. Click |
| 185 | +on a number to edit it. |
| 186 | + |
| 187 | +Get details on your forum's existing posts by clicking on the :guilabel:`Posts` smart button. Select |
| 188 | +a post and click the :guilabel:`Action` button to :guilabel:`Export`, :guilabel:`Publish`, |
| 189 | +:guilabel:`Unpublish`, :guilabel:`Archive`, :guilabel:`Unarchive` or :guilabel:`Delete` a specific |
| 190 | +post. |
| 191 | + |
| 192 | +.. image:: forum/forum-action-button.png |
| 193 | + :align: center |
| 194 | + :alt: Select the action button |
| 195 | + |
| 196 | +.. _forum/ranks: |
| 197 | + |
| 198 | +Ranks |
| 199 | +----- |
| 200 | + |
| 201 | +You can manage :guilabel:`Ranks` by going to :menuselection:`Website --> Configuration --> Forum: |
| 202 | +Ranks`. Click :guilabel:`New` to create a new rank. Fill in the :guilabel:`Rank Name`, add the |
| 203 | +:guilabel:`Required Karma`, a :guilabel:`Description` and if you want, fill in the |
| 204 | +:guilabel:`Motivational` tab to encourage your users. |
| 205 | + |
| 206 | +.. _forum/tags: |
| 207 | + |
| 208 | +Tags |
| 209 | +---- |
| 210 | + |
| 211 | +:guilabel:`Tags` can be managed by going to :menuselection:`Website --> Configuration --> Forum: |
| 212 | +Tags`. Click :guilabel:`New` to create a new tag, and select the :guilabel:`Forum` it is related to. |
| 213 | + |
| 214 | +.. _forum/badges: |
| 215 | + |
| 216 | +Badges |
| 217 | +------ |
| 218 | + |
| 219 | +Grant badges to your members for their questions, answers, shares, likes, and votes to reward the |
| 220 | +most active ones. Badges appear on your profile page and your posts. You can manage badges by going |
| 221 | +to :menuselection:`Website --> Configuration --> Forum: Badges`. |
| 222 | + |
| 223 | +.. _forum/close-reasons: |
| 224 | + |
| 225 | +Close Reasons |
| 226 | +------------- |
| 227 | + |
| 228 | +By going to :menuselection:`Website --> Configuration --> Forum: Close Reasons`, you retrieve your |
| 229 | +posts close reasons. You can close a post directly from the question or discussion, by clicking on |
| 230 | +the ⋮, and :guilabel:`Close`. |
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