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[IMP] spreadsheet: basics of creating and managing spreadsheets #14108

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task-4943625

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robodoo commented Jul 23, 2025

Pull request status dashboard

@C3POdoo C3POdoo requested a review from a team July 23, 2025 09:27
@mcsi-odoo mcsi-odoo requested review from a team and removed request for a team July 23, 2025 09:33
@xpl-odoo xpl-odoo requested review from xpl-odoo and removed request for a team July 25, 2025 08:32
@xpl-odoo xpl-odoo removed their request for review August 14, 2025 12:08
@mcsi-odoo mcsi-odoo requested a review from a team August 14, 2025 12:10
@mcsi-odoo mcsi-odoo force-pushed the 18.0-spreadsheet-create-upload-manage-mcsi branch 2 times, most recently from 965edf7 to 1eabf9e Compare August 14, 2025 13:55
@mcsi-odoo mcsi-odoo removed the request for review from a team August 14, 2025 14:09
@mcsi-odoo mcsi-odoo force-pushed the 18.0-spreadsheet-create-upload-manage-mcsi branch from 1eabf9e to 6fa5753 Compare August 14, 2025 14:46
@mcsi-odoo mcsi-odoo requested a review from auva-odoo August 14, 2025 15:09
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Thank you for your work on this @mcsi-odoo, this doc is already looking great; I only have minor comments on the content you added, including the following:

  • I wouldn't use a menuselection when referring to the New dropdown to avoid confusion since it's not in the menu bar and it looks like a button anyways. Instead, I'd use: Click :guilabel:New and select :guilabel:XYZ (like we do in the Documents doc).
  • In 18.0, they replaced "workspaces" with "folders" (except in the Settings 🙈 )

I also think we could add a couple of things:

  • It might be useful to mention that you can click the view name next to a spreadsheet’s name to go back to the previous view (e.g., Documents if the spreadsheet was opened/created from the Documents app, or the previous spreadsheet if the spreadsheet was created from another spreadsheet (see my comment on line 56 about adding this info) or by making a copy of another spreadsheet).
  • What about share and access rights? The feature works the same as in other documents, but it could be worth mentioning 1) where users can click to share/define access rights to a spreadsheet (and possibly include the Freeze and share option), and 2) a ref to the relevant part of the Documents documentation where share/access rights are already documented.
    I’d suggest adding a short section at the end of this page for this, and linking back to it on line 31. What do you think?

@mcsi-odoo mcsi-odoo force-pushed the 18.0-spreadsheet-create-upload-manage-mcsi branch from 6fa5753 to f0deb18 Compare August 19, 2025 11:10
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Thanks Audrey! Most comments resolved, with feedback integrated. Main change in this version is some additional info about Dashboards, in response to your good comment about mentioning it.

@mcsi-odoo mcsi-odoo requested a review from auva-odoo August 19, 2025 11:42
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Thank you for the changes @mcsi-odoo ! I only have minor comments so I'll go ahead and approve this already 🙂 You can r+ yourself when you've made the changes and the checks have passed. Thanks!

@robodoo delegate+

@mcsi-odoo mcsi-odoo force-pushed the 18.0-spreadsheet-create-upload-manage-mcsi branch from f0deb18 to cd2f77a Compare August 20, 2025 09:40
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@robodoo r+

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