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[ADD] k7e: how to manage articles (add, del, move, structure, share). #4393
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content/applications/productivity/knowledge/management.rst
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| =================== | ||
| Articles management | ||
| =================== | ||
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| Managing articles effectively is key to maximizing the value of your knowledge resources, whether | ||
| working on a research project, studying for an exam, or building a knowledge database for your | ||
| business. Knowledge allows you to fully manage your articles, from | ||
| :ref:`creation <management/create>` to :ref:`removal <management/remove>`, through :ref:`sharing | ||
| <management/share>` and :ref:`structure <management/structure>`. | ||
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| You can find most tools to manage articles by clicking the vertical ellipsis button (:guilabel:`⋮`) | ||
| at the right side of the top bar. From there, you can move, lock, delete, or duplicate an article. | ||
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| .. image:: management/toolbox.png | ||
| :alt: Menu with tools for the management of articles | ||
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| Creation, sharing, and removal of articles | ||
| ========================================== | ||
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| .. _management/create: | ||
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| Creation | ||
| -------- | ||
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| To create articles, click the :guilabel:`+ New` button on the right side of the top bar or the | ||
| :guilabel:`+` button next to a category or another article. | ||
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| .. tip:: | ||
| Create private articles quickly with the Alt/Option + C keyboard shortcut. | ||
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| .. _management/share: | ||
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| Sharing | ||
| ------- | ||
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| You can share articles with internal or external users. To do so, open the share menu by clicking | ||
| :guilabel:`Share` in the top-right menu of articles. | ||
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| Invite users | ||
| ~~~~~~~~~~~~ | ||
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| To share articles with specific users (internal or external, such as a partner or a customer), click | ||
| :guilabel:`Invite`. This opens a pop-up window in which you can choose the :guilabel:`Permission` | ||
| :ref:`(i.e, access rights) <management/categories>` and enter the :guilabel:`Recipients`' name or | ||
| email. | ||
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| You can also restrict a specific user from accessing the article by selecting :guilabel:`No access` | ||
| permission. | ||
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| .. image:: management/invite.png | ||
| :alt: pop-up window to invite users to access a Knowledge article | ||
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| Share online | ||
| ~~~~~~~~~~~~ | ||
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| To share articles **online**, activate the :guilabel:`Share to web` button. Doing so generates a URL | ||
| link anyone can use to view the article. | ||
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| Additionally, the share menu displays the default permission for internal members along with all the | ||
| users who have been granted specific permission. | ||
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| .. image:: management/share-menu.png | ||
| :alt: Sharing menu with URL for online sharing and the list of members. | ||
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| .. _management/remove: | ||
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| Removal | ||
| ------- | ||
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| To remove an article, you can either **delete** it or **archive** it. | ||
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| To delete an article, open it and click the vertical ellipsis button :menuselection:`(⋮) --> | ||
| Delete`. The article is moved to the trash for 30 days before being permanently deleted. To restore | ||
| it, click :guilabel:`Open the Trash`, select the article, and click :guilabel:`Restore`. | ||
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| To archive articles, click :guilabel:`Search`, select the article(s), and click | ||
| :menuselection:`Action --> Archive --> Archive`. Archived articles are hidden from the search menu. | ||
| To retrieve an archived article, add a custom filter to display them (:menuselection:`Search --> | ||
| Filters --> Add Custom Filter`, and set :guilabel:`Active` as :guilabel:`is No`). Then, select the | ||
| article(s) and go to :menuselection:`Action --> Unarchive`. | ||
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| .. _management/structure: | ||
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| Structure of articles | ||
| ===================== | ||
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| Articles are organized into a hierarchical structure wherein the article on top is a parent article, | ||
| and those underneath are called nested articles. This structure allows the grouping of related | ||
| articles. | ||
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| To establish this hierarchy, create new articles by clicking the :guilabel:`+` button next to the | ||
| parent-to-be article, or move existing articles by either dragging and dropping them under the | ||
| parent-to-be or by clicking the vertical ellipsis button (:guilabel:`⋮`), clicking :guilabel:`Move | ||
| To` on the toolbox and selecting the article to use as a parent. | ||
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| .. _management/categories: | ||
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| Categories | ||
| ---------- | ||
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| Additionally, articles are divided into four categories that can be found on the left sidebar. These | ||
| categories give articles default **access rights**. | ||
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| - :guilabel:`Favorites`: You can set any article you can access as a favorite. To do so, click the | ||
| star-shaped icon (:guilabel:`★`) in the top-right menu of articles. Marking articles as | ||
| **favorites** is user-specific and does not affect other users. | ||
| - :guilabel:`Workspace`: Articles displayed in that category are available to all internal users. | ||
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| These users have the right to read, modify or share these articles. | ||
| - :guilabel:`Shared`: Articles displayed in that category are those you shared with internal users, | ||
| external users, or shared with you. | ||
| - :guilabel:`Private`: Articles displayed in that category are only available to you. | ||
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| .. image:: management/left-sidebar-cat.png | ||
| :alt: Categories displayed in the left sidebar of Odoo Knowledge | ||
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