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HTML
498 lines
16 KiB
HTML
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</head>
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<body>
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<div class="document" id="manage-model-export-profiles">
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<h1 class="title">Manage model export profiles</h1>
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<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/server-ux/tree/14.0/base_export_manager"><img alt="OCA/server-ux" src="https://img.shields.io/badge/github-OCA%2Fserver--ux-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/server-ux-14-0/server-ux-14-0-base_export_manager"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/250/14.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
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<p>This module extends the export capability:</p>
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<ol class="arabic simple">
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<li>It allows an admin to manage export profiles (<tt class="docutils literal">ir.exports</tt>) that
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Odoo stores internally but does not show anywhere.</li>
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<li>It also adds a new column to access rights to enable/disable export and
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override the export method to check if the user is allowed to export. Export
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is enabled by default.</li>
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</ol>
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<p><strong>Table of contents</strong></p>
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<div class="contents local topic" id="contents">
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<ul class="simple">
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<li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li>
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<li><a class="reference internal" href="#usage" id="id2">Usage</a></li>
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<li><a class="reference internal" href="#known-issues-roadmap" id="id3">Known issues / Roadmap</a></li>
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<li><a class="reference internal" href="#bug-tracker" id="id4">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="id5">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="id6">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="id7">Contributors</a></li>
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<li><a class="reference internal" href="#maintainers" id="id8">Maintainers</a></li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="configuration">
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<h1><a class="toc-backref" href="#id1">Configuration</a></h1>
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<ul class="simple">
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<li>Activate the developer mode</li>
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<li>Go to Settings > Users > Groups to select a user group</li>
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<li>Edit the group and go to the Access Rights tab</li>
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<li>Uncheck the “Export Access” box on the object of your choice and save</li>
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</ul>
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<p>You can also go to Settings > Technical > Security > Access Rights.</p>
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</div>
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<div class="section" id="usage">
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<h1><a class="toc-backref" href="#id2">Usage</a></h1>
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<p>You can create the export profiles as you are used to:</p>
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<ul class="simple">
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<li>Go to any list view.</li>
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<li>Check some records.</li>
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<li>Click <em>Action > Export</em>.</li>
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<li>Use the wizard to choose the columns to export.</li>
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<li>Click on the <em>Template</em> dropdown and select <em>New template</em></li>
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<li>Give it a name.</li>
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<li>Click on the floppy disk icon to save it.</li>
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</ul>
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<p>To manage export profiles, you need to:</p>
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<ul class="simple">
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<li>Go to <em>Settings > Technical > User Interface > Export Profiles</em>.</li>
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<li>Create a new one.</li>
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<li>Choose a name.</li>
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<li>Choose a model (table in the database).</li>
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<li>Choose the fields to export.<ul>
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<li>If you choose a related field, you can choose also up to 4 levels of
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subfields.</li>
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<li>You can drag & drop to reorder the fields.</li>
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</ul>
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</li>
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</ul>
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<p>To use one of those profiles, you need to:</p>
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<ul class="simple">
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<li>Go to any list view.</li>
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<li>Check some records.</li>
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<li>Click <em>Action > Export</em>.</li>
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<li>Choose your saved export from <em>Saved exports</em>.</li>
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<li>Press <em>Export to file</em>.</li>
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</ul>
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<p>Once you have configured groups who cannot export an object:</p>
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<ul class="simple">
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<li>Connect as a user of this group</li>
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<li>Go to the list view of the object you disabled the export</li>
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<li>Select records and open the Action menu. The “Export” is not there.</li>
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</ul>
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</div>
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<div class="section" id="known-issues-roadmap">
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<h1><a class="toc-backref" href="#id3">Known issues / Roadmap</a></h1>
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<ul class="simple">
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<li>Translated labels are not used in final exported file.</li>
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</ul>
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</div>
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<div class="section" id="bug-tracker">
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<h1><a class="toc-backref" href="#id4">Bug Tracker</a></h1>
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<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/server-ux/issues">GitHub Issues</a>.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us smashing it by providing a detailed and welcomed
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<a class="reference external" href="https://github.com/OCA/server-ux/issues/new?body=module:%20base_export_manager%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
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<p>Do not contact contributors directly about support or help with technical issues.</p>
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</div>
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|
<div class="section" id="credits">
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<h1><a class="toc-backref" href="#id5">Credits</a></h1>
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<div class="section" id="authors">
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<h2><a class="toc-backref" href="#id6">Authors</a></h2>
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<ul class="simple">
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<li>Tecnativa</li>
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<li>LasLabs</li>
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<li>Ursa Information Systems</li>
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<li>brain-tec AG</li>
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</ul>
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</div>
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<div class="section" id="contributors">
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<h2><a class="toc-backref" href="#id7">Contributors</a></h2>
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<ul class="simple">
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<li>Javier Iniesta <<a class="reference external" href="mailto:javieria@antiun.com">javieria@antiun.com</a>></li>
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<li>Antonio Espinosa <<a class="reference external" href="mailto:antonio.espinosa@tecnativa.com">antonio.espinosa@tecnativa.com</a>></li>
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<li>Rafael Blasco <<a class="reference external" href="mailto:rafael.blasco@tecnativa.com">rafael.blasco@tecnativa.com</a>></li>
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<li>Jairo Llopis <<a class="reference external" href="mailto:jairo.llopis@tecnativa.com">jairo.llopis@tecnativa.com</a>></li>
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<li>Dave Lasley <<a class="reference external" href="mailto:dave@laslabs.com">dave@laslabs.com</a>></li>
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<li>Sandip Mangukiya <<a class="reference external" href="mailto:smangukiya@ursainfosystems.com">smangukiya@ursainfosystems.com</a>></li>
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<li>Maxime Chambreuil <<a class="reference external" href="mailto:mchambreuil@ursainfosystems.com">mchambreuil@ursainfosystems.com</a>></li>
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<li>Olivier Jossen <<a class="reference external" href="mailto:olivier.jossen@braintec-group.com">olivier.jossen@braintec-group.com</a>></li>
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<li>Alexandre Díaz <<a class="reference external" href="mailto:alexandre.diaz@tecnativa.com">alexandre.diaz@tecnativa.com</a>></li>
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<li>Kevin Khao <<a class="reference external" href="mailto:kevin.khao@akretion.com">kevin.khao@akretion.com</a>></li>
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</ul>
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</div>
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<div class="section" id="maintainers">
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<h2><a class="toc-backref" href="#id8">Maintainers</a></h2>
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<p>This module is maintained by the OCA.</p>
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<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
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<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.</p>
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<p>This module is part of the <a class="reference external" href="https://github.com/OCA/server-ux/tree/14.0/base_export_manager">OCA/server-ux</a> project on GitHub.</p>
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<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
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</div>
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