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