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506 lines
16 KiB
HTML
506 lines
16 KiB
HTML
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</head>
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<body>
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<div class="document" id="mass-editing">
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<h1 class="title">Mass Editing</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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!! source digest: sha256:a91c225a06ba8d7292d92a9cf99286ed5e4128715d60e02589acaf1e09361aa0
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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<p><a class="reference external image-reference" 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 image-reference" 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 image-reference" href="https://github.com/OCA/server-ux/tree/17.0/server_action_mass_edit"><img alt="OCA/server-ux" src="https://img.shields.io/badge/github-OCA%2Fserver--ux-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/server-ux-17-0/server-ux-17-0-server_action_mass_edit"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/server-ux&target_branch=17.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
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<p>This module allows to edit several records at the same time in any Odoo
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model</p>
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<p><strong>Difference in comparison to the Odoo Feature</strong></p>
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<p>Since Odoo V13, a limited “mass Editing feature” is available in Odoo
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CE.</p>
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<p>This module provides the following extra features that are not in the
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Core for the time being:</p>
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<ul class="simple">
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<li>Possibility to mass edit many fields in a single action</li>
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<li>Possibility to add a group to limit the usage of this function to
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given people</li>
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<li>Possibility to filter the items the user can mass update</li>
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<li>Possibility to mass edit any fields with any widget. (For exemple
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color fields, image fields, etc…)</li>
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</ul>
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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="toc-entry-1">Configuration</a></li>
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<li><a class="reference internal" href="#usage" id="toc-entry-2">Usage</a></li>
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<li><a class="reference internal" href="#known-issues-roadmap" id="toc-entry-3">Known issues / Roadmap</a></li>
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<li><a class="reference internal" href="#bug-tracker" id="toc-entry-4">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="toc-entry-5">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="toc-entry-6">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="toc-entry-7">Contributors</a></li>
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<li><a class="reference internal" href="#maintainers" id="toc-entry-8">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="#toc-entry-1">Configuration</a></h1>
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<ul class="simple">
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<li>In developer mode, go to <em>Settings / Technical / Actions / Server
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Actions</em></li>
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<li>Create a new server action</li>
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<li>Name the server action (ie. <em>Product Template Category Mass Editing</em>)</li>
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<li>Choose Type <em>Mass Edit Records</em></li>
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<li>Select the model</li>
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<li>Add the security groups allowed to use this action</li>
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<li>Add the fields you want to be mass edited</li>
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</ul>
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<p><img alt="Configuration" src="https://raw.githubusercontent.com/OCA/server-ux/17.0/server_action_mass_edit/static/description/mass_editing_form.png" /></p>
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<ul class="simple">
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<li><em>Add Action</em>: Click on <em>Create Contextual Action</em> to add mass editing
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in <em>Action</em> menu.</li>
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</ul>
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<p><strong>Options</strong></p>
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<ul class="simple">
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<li>You can setup the widget option to be displayed (ie many2many_tags,
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selection_image…)</li>
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<li>You can tick Apply Domain allowing you to limit the mass editing
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action with a domain.</li>
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<li>You can add an extra message that will be displayed in the wizard.</li>
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</ul>
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</div>
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<div class="section" id="usage">
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<h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1>
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<ul class="simple">
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<li><em>Go for Mass Editing</em>: select the records which you want to modify
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and click on <em>Action</em> to open mass editing popup.</li>
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</ul>
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<p><img alt="Action" src="https://raw.githubusercontent.com/OCA/server-ux/17.0/server_action_mass_edit/static/description/mass_editing-item_tree.png" /></p>
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<ul class="simple">
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<li>Select <em>Set / Remove</em> action and write down the value to set or
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remove the value for the given field.</li>
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</ul>
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<p><img alt="Wizard Form" src="https://raw.githubusercontent.com/OCA/server-ux/17.0/server_action_mass_edit/static/description/mass_editing-wizard_form.png" /></p>
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<ul class="simple">
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<li>This way you can set / remove the values of the fields.</li>
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</ul>
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<p><img alt="Wizard Result" src="https://raw.githubusercontent.com/OCA/server-ux/17.0/server_action_mass_edit/static/description/mass_editing-item_tree-result.png" /></p>
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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="#toc-entry-3">Known issues / Roadmap</a></h1>
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<ul class="simple">
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<li>Auto add fields that are used in related domains if apply_domain=True</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="#toc-entry-4">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 to smash 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:%20server_action_mass_edit%0Aversion:%2017.0%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="#toc-entry-5">Credits</a></h1>
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<div class="section" id="authors">
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<h2><a class="toc-backref" href="#toc-entry-6">Authors</a></h2>
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<ul class="simple">
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<li>Serpent Consulting Services Pvt. Ltd.</li>
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<li>Tecnativa</li>
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<li>GRAP</li>
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<li>Iván Todorovich</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="#toc-entry-7">Contributors</a></h2>
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<ul class="simple">
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<li>Oihane Crucelaegui <<a class="reference external" href="mailto:oihanecrucelaegi@gmail.com">oihanecrucelaegi@gmail.com</a>></li>
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<li>Serpent Consulting Services Pvt. Ltd. <<a class="reference external" href="mailto:support@serpentcs.com">support@serpentcs.com</a>></li>
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<li>Jay Vora <<a class="reference external" href="mailto:jay.vora@serpentcs.com">jay.vora@serpentcs.com</a>></li>
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<li>Juan Negrete <<a class="reference external" href="mailto:jnegrete@casasalce.com">jnegrete@casasalce.com</a>></li>
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<li>Raul Martin <<a class="reference external" href="mailto:raul.martin@braintec-group.com">raul.martin@braintec-group.com</a>></li>
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<li>Aitor Bouzas <<a class="reference external" href="mailto:aitor.bouzas@adaptivecity.com">aitor.bouzas@adaptivecity.com</a>></li>
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<li>Sylvain LE GAL (<a class="reference external" href="https://twitter.com/legalsylvain">https://twitter.com/legalsylvain</a>)</li>
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<li>Iván Todorovich <<a class="reference external" href="mailto:ivan.todorovich@gmail.com">ivan.todorovich@gmail.com</a>></li>
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<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a><ul>
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<li>Jairo Llopis</li>
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|
<li>Víctor Martínez</li>
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|
</ul>
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</li>
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|
<li>Tatiana Deribina <<a class="reference external" href="mailto:tatiana.deribina@spritnit.fi">tatiana.deribina@spritnit.fi</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="#toc-entry-8">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">
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<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
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</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/17.0/server_action_mass_edit">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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</div>
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</div>
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