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[IMP] CRM: rewrite gamification #8908
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Hi @hojo-odoo this is ready for review. Thanks! |
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@StraubCreative this is ready for final. Thanks! |
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Hi @jero-odoo
Thanks for the rewrite!
Approving with comments, which I'll push up most of the revisions for in another commit. For the remaining comments (config + screenshot retake), let's address on a new PR.
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Configuration | ||
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Install the *Gamification* module, or the *CRM gamification* one, which adds some useful data | ||
(goals and challenges) that can be used on *CRM/Sale*. | ||
To install the *Gamification* module, navigate to the :menuselection:`Apps` application. Click into |
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On a follow-up PR let's re-examine this section. It's not exactly clear how or when these apps are installed automatically so let's try to cover that.
- :guilabel:`is in` | ||
- `Sales/User: Own Documents Only` | ||
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.. image:: gamification/assignation-rule.png |
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The way the condition is showing in the field is a display bug (it should be flush with the row), so let's retake and zoom out slightly or increase browser window size.
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Co-authored-by: hojo-odoo <123424465+hojo-odoo@users.noreply.github.com> Co-authored-by: StraubCreative <zst@odoo.com>
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@robodoo r+ |
@jero-odoo @StraubCreative this pull request has forward-port PRs awaiting action (not merged or closed): |
@jero-odoo @StraubCreative this pull request has forward-port PRs awaiting action (not merged or closed): |
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@jero-odoo @StraubCreative this pull request has forward-port PRs awaiting action (not merged or closed): |
Docs task: https://www.odoo.com/mail/view?model=project.task&res_id=3878226&access_token=9a8cabb2-d227-44ac-9fe0-8746d9193e87
Complete rewrite: https://www.odoo.com/documentation/17.0/applications/sales/crm/optimize/gamification.html
Updating images and content for V17
Update to content standards
Adding content for creating challenges and rewards