server-ux/server_action_mass_edit/README.rst

============
Mass Editing
============

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This module allows to edit several records at the same time in any Odoo
model

**Difference in comparison to the Odoo Feature**

Since Odoo V13, a limited "mass Editing feature" is available in Odoo
CE.

This module provides the following extra features that are not in the
Core for the time being:

-  Possibility to mass edit many fields in a single action
-  Possibility to add a group to limit the usage of this function to
   given people
-  Possibility to filter the items the user can mass update
-  Possibility to mass edit any fields with any widget. (For exemple
   color fields, image fields, etc...)

**Table of contents**

.. contents::
   :local:

Configuration
=============

-  In developer mode, go to *Settings / Technical / Actions / Server
   Actions*
-  Create a new server action
-  Name the server action (ie. *Product Template Category Mass Editing*)
-  Choose Type *Mass Edit Records*
-  Select the model
-  Add the security groups allowed to use this action
-  Add the fields you want to be mass edited

|Configuration|

-  *Add Action*: Click on *Create Contextual Action* to add mass editing
   in *Action* menu.

**Options**

-  You can setup the widget option to be displayed (ie many2many_tags,
   selection_image...)
-  You can tick Apply Domain allowing you to limit the mass editing
   action with a domain.
-  You can add an extra message that will be displayed in the wizard.

.. |Configuration| image:: https://raw.githubusercontent.com/OCA/server-ux/17.0/server_action_mass_edit/static/description/mass_editing_form.png

Usage
=====

-  *Go for Mass Editing*: select the records which you want to modify
   and click on *Action* to open mass editing popup.

|Action|

-  Select *Set / Remove* action and write down the value to set or
   remove the value for the given field.

|Wizard Form|

-  This way you can set / remove the values of the fields.

|Wizard Result|

.. |Action| image:: https://raw.githubusercontent.com/OCA/server-ux/17.0/server_action_mass_edit/static/description/mass_editing-item_tree.png
.. |Wizard Form| image:: https://raw.githubusercontent.com/OCA/server-ux/17.0/server_action_mass_edit/static/description/mass_editing-wizard_form.png
.. |Wizard Result| image:: https://raw.githubusercontent.com/OCA/server-ux/17.0/server_action_mass_edit/static/description/mass_editing-item_tree-result.png

Known issues / Roadmap
======================

-  Auto add fields that are used in related domains if apply_domain=True

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/server-ux/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/server-ux/issues/new?body=module:%20server_action_mass_edit%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* Serpent Consulting Services Pvt. Ltd.
* Tecnativa
* GRAP
* Iván Todorovich

Contributors
------------

-  Oihane Crucelaegui <oihanecrucelaegi@gmail.com>
-  Serpent Consulting Services Pvt. Ltd. <support@serpentcs.com>
-  Jay Vora <jay.vora@serpentcs.com>
-  Juan Negrete <jnegrete@casasalce.com>
-  Raul Martin <raul.martin@braintec-group.com>
-  Aitor Bouzas <aitor.bouzas@adaptivecity.com>
-  Sylvain LE GAL (https://twitter.com/legalsylvain)
-  Iván Todorovich <ivan.todorovich@gmail.com>
-  `Tecnativa <https://www.tecnativa.com>`__

   -  Jairo Llopis
   -  Víctor Martínez

-  Tatiana Deribina <tatiana.deribina@spritnit.fi>

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

This module is part of the `OCA/server-ux <https://github.com/OCA/server-ux/tree/17.0/server_action_mass_edit>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.