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468 lines
14 KiB
HTML
468 lines
14 KiB
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</head>
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<body>
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<div class="document" id="add-custom-filters-for-fields-via-ui">
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<h1 class="title">Add custom filters for fields via UI</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_search_custom_field_filter"><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_search_custom_field_filter"><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 allows to define custom filters in the search views for an specific
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field belonging to the document or any other related document.</p>
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<p>This nature makes the definition quite technical, but once done, it adds the
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element in the UI for regular user use.</p>
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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="#bug-tracker" id="id3">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="id4">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="id5">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li>
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<li><a class="reference internal" href="#maintainers" id="id7">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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<ol class="arabic simple">
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<li>Go to <em>Settings > Technical > User Interface > Custom Field Filters</em>.</li>
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<li>Create a new record, and define following information:<ul>
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<li>The <strong>Model</strong> for which you are defining the filter. It will appear in all
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the search views of this model.</li>
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<li>The label you want to see on the search line on the <strong>Name</strong> field. This
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field allows translations for proper UI in different languages.</li>
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<li>The <strong>Expression</strong>, which is the field chain string with dot notation.
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Examples: <cite>product_id</cite>, <cite>product_id.seller_ids.name</cite>, <cite>partner_id.lang</cite>.</li>
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<li>Optionally, you can fill <strong>Position After</strong> for indicating after which
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existing field (technical name) the filter will appear. If empty or not
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found, the filter will be added at the end.</li>
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</ul>
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</li>
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<li>You can reorder records for determining sorting for multiple filters for the
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same model with the arrow handle in the left part.</li>
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</ol>
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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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<ol class="arabic simple">
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<li>Go to the menu entry for which you have defined the custom field filter.</li>
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<li>On the search bar, type anything.</li>
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<li>In the filter list, you will see the line for the element you have defined.</li>
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</ol>
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<p>As demo data, a custom field filter is included for sample purposes:</p>
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<img alt="https://raw.githubusercontent.com/OCA/server-ux/14.0/base_search_custom_field_filter/static/src/img/ir_ui_custom_field_filter.png" src="https://raw.githubusercontent.com/OCA/server-ux/14.0/base_search_custom_field_filter/static/src/img/ir_ui_custom_field_filter.png" />
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<p>Steps for trying this sample:</p>
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<ol class="arabic simple">
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<li>Install <cite>contacts</cite> module.</li>
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<li>Go to <em>Contacts</em>.</li>
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<li>Type “english” and you’ll find the filter “Language” at the end:</li>
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</ol>
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<img alt="https://raw.githubusercontent.com/OCA/server-ux/14.0/base_search_custom_field_filter/static/src/img/contact_search.png" src="https://raw.githubusercontent.com/OCA/server-ux/14.0/base_search_custom_field_filter/static/src/img/contact_search.png" />
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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="#id3">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
|
||
<a class="reference external" href="https://github.com/OCA/server-ux/issues/new?body=module:%20base_search_custom_field_filter%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="#id4">Credits</a></h1>
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<div class="section" id="authors">
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<h2><a class="toc-backref" href="#id5">Authors</a></h2>
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<ul class="simple">
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<li>Tecnativa</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="#id6">Contributors</a></h2>
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<ul class="simple">
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<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul>
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<li>Carlos Dauden</li>
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<li>Pedro M. Baeza</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="maintainers">
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<h2><a class="toc-backref" href="#id7">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>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
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<p><a class="reference external" href="https://github.com/pedrobaeza"><img alt="pedrobaeza" src="https://github.com/pedrobaeza.png?size=40px" /></a></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_search_custom_field_filter">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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