diff --git a/content/applications/studio/automated_actions.rst b/content/applications/studio/automated_actions.rst index db3505ebdf..f6e1cdee78 100644 --- a/content/applications/studio/automated_actions.rst +++ b/content/applications/studio/automated_actions.rst @@ -322,12 +322,24 @@ Select an existing sequence or, to create a new sequence: #. Click :guilabel:`Search more`, then click :guilabel:`New`. #. In the window that opens, enter the :guilabel:`Name` of the sequence. -#. Configure the sequence, adding a :guilabel:`Prefix` and/or :guilabel:`Suffix` as desired. +#. In the :guilabel:`Sequence` tab, configure the sequence: + + - :guilabel:`Prefix`: characters added *before* the next number in the sequence. + - :guilabel:`Suffix`: characters added *after* the next number in the sequence. + - :guilabel:`Sequence Size`: determines the number of digits in every number in the sequence. If + needed, leading zeros are added before the number to achieve the indicated sequence size, e.g., + for a sequence size of `5`, the first number in the sequence is `00001`. + - :guilabel:`Step`: determines the increments between the numbers in the sequence. + - :guilabel:`Next Number`: the next number that will be used in the sequence, without leading + zeros. .. tip:: - Use dynamic placeholders like :guilabel:`Current Year with Century: %(year)s` in the - :guilabel:`Prefix` and/or :guilabel:`Suffix` to create sequences with elements like current - year, month, etc. Possible placeholders are shows at the bottom of the window. + - Use dynamic placeholders like `%(year)s` or `%(month)s` as a :guilabel:`Prefix` and/or + :guilabel:`Suffix` to create sequences with elements like current year, month, etc. Possible + placeholders are shown at the bottom of the window. + - To use sub-sequences, e.g., to have the sequence restart each year or each month, enable + :guilabel:`Use subsequences per date_range`, then :guilabel:`Add a line` for each date + range and indicate the :guilabel:`Next Number` for the range. #. Click :guilabel:`Save`. @@ -336,7 +348,9 @@ Select an existing sequence or, to create a new sequence: customer is created, set the :guilabel:`Sequence` field to :guilabel:`Reference`, then, in the dropdown, click :guilabel:`Search more`. Click :guilabel:`New` to create a new sequence. - In the example, each new customer receives a sequential reference with the prefix ` + In the example, each new customer receives a sequential reference with the prefix + `#-REF-%(year)s-`, where `%(year)s` is the current year including the century, and the suffix + `/CL`, e.g., `#-REF-2025-00001/CL`, `#-REF-2025-00002/CL`, etc. .. image:: automated_actions/update-record-sequence.png :alt: Example of an Update Record action using a sequence diff --git a/content/applications/studio/automated_actions/update-record-sequence.png b/content/applications/studio/automated_actions/update-record-sequence.png index 4839ea5698..897de711f5 100644 Binary files a/content/applications/studio/automated_actions/update-record-sequence.png and b/content/applications/studio/automated_actions/update-record-sequence.png differ diff --git a/content/applications/studio/fields.rst b/content/applications/studio/fields.rst index cf23e0a2da..19fbce3130 100644 --- a/content/applications/studio/fields.rst +++ b/content/applications/studio/fields.rst @@ -386,6 +386,9 @@ being edited. The record's name from the other model is then displayed on the re creation`. - To prevent users from opening records in a pop-up window, tick :guilabel:`Disable opening`. - To help users only select the right record, click on :guilabel:`Domain` to create a filter. + - To only trigger the search for a linked record after a minimum number of characters has been + entered, enter the desired number in the :guilabel:`Typeahead search` field. In situations + where the data set is large, this can enhance both search relevancy and performance. - :guilabel:`Badge`: displays the value inside a rounded shape, similar to a tag. The value cannot be edited on the UI. @@ -447,6 +450,11 @@ records on the current model. Many2Many fields can use :guilabel:`Disable creati .. image:: fields/many2many-diagram.png :alt: Diagram showing many2many relationships +.. tip:: + To only trigger the search for the linked record after a minimum number of characters has been + entered, enter the desired number in the :guilabel:`Typeahead search` field. In situations where + the data set is large, this can enhance both search relevancy and performance. + - :guilabel:`Checkboxes`: users can select several values using checkboxes. - :guilabel:`Tags`: users can select several values appearing in rounded shapes, also known as *tags*. This has the same effect as selecting the :ref:`Tags field diff --git a/content/applications/studio/fields/typeahead-search.png b/content/applications/studio/fields/typeahead-search.png new file mode 100644 index 0000000000..6f633795ea Binary files /dev/null and b/content/applications/studio/fields/typeahead-search.png differ diff --git a/content/applications/studio/views.rst b/content/applications/studio/views.rst index dcd1584919..b1d1945377 100644 --- a/content/applications/studio/views.rst +++ b/content/applications/studio/views.rst @@ -53,15 +53,24 @@ contacts, sales orders, products, etc. - :guilabel:`Call a method`: specify an existing Python method already defined in Odoo. - To change a button's label or style, click the button and edit its :guilabel:`Label` or - :guilabel:`Class` (either `btn-primary` or `btn-secondary`) in the :guilabel:`Properties` tab. + :guilabel:`Class` (either `btn-primary` for a *primary* button or `btn-secondary` for a + *secondary* button) in the :guilabel:`Properties` tab. + + .. tip:: + *Primary* buttons represent the main action(s) the user can take in a specific view, e.g., + :guilabel:`Send` a request for quotation, and are more visually prominent. *Secondary* buttons + offer alternative or less common actions, e.g., :guilabel:`Print` or :guilabel:`Preview` a + request for quotation, and are less visually prominent. By default, a new button is styled as a + secondary button. + - To add a smart button, click the :icon:`fa-plus-square` (:guilabel:`plus`) icon in the top-right corner of the form. Enter a :guilabel:`Label`, choose an :guilabel:`Icon`, and select a :ref:`related field `. .. example:: - .. image:: views/form-sales-order.png - :alt: Sales order model's Form view + .. image:: views/form-new-quotation.png + :alt: Quotation Template model's Form view .. _studio/views/general/activity: diff --git a/content/applications/studio/views/form-new-quotation.png b/content/applications/studio/views/form-new-quotation.png new file mode 100644 index 0000000000..395818e3ed Binary files /dev/null and b/content/applications/studio/views/form-new-quotation.png differ diff --git a/content/applications/studio/views/form-sales-order.png b/content/applications/studio/views/form-sales-order.png deleted file mode 100644 index b225362e99..0000000000 Binary files a/content/applications/studio/views/form-sales-order.png and /dev/null differ