server-ux/base_export_manager/README.rst
2021-03-23 20:15:27 +01:00

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============================
Manage model export profiles
============================
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This module extends the export capability:
1. It allows an admin to manage export profiles (``ir.exports``) that
Odoo stores internally but does not show anywhere.
2. It also adds a new column to access rights to enable/disable export and
override the export method to check if the user is allowed to export. Export
is enabled by default.
**Table of contents**
.. contents::
:local:
Configuration
=============
* Activate the developer mode
* Go to Settings > Users > Groups to select a user group
* Edit the group and go to the Access Rights tab
* Uncheck the "Export Access" box on the object of your choice and save
You can also go to Settings > Technical > Security > Access Rights.
Usage
=====
You can create the export profiles as you are used to:
* Go to any list view.
* Check some records.
* Click *Action > Export*.
* Use the wizard to choose the columns to export.
* Click on the *Template* dropdown and select *New template*
* Give it a name.
* Click on the floppy disk icon to save it.
To manage export profiles, you need to:
* Go to *Settings > Technical > User Interface > Export Profiles*.
* Create a new one.
* Choose a name.
* Choose a model (table in the database).
* Choose the fields to export.
* If you choose a related field, you can choose also up to 4 levels of
subfields.
* You can drag & drop to reorder the fields.
To use one of those profiles, you need to:
* Go to any list view.
* Check some records.
* Click *Action > Export*.
* Choose your saved export from *Saved exports*.
* Press *Export to file*.
Once you have configured groups who cannot export an object:
* Connect as a user of this group
* Go to the list view of the object you disabled the export
* Select records and open the Action menu. The "Export" is not there.
Known issues / Roadmap
======================
* Translated labels are not used in final exported file.
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 smashing it by providing a detailed and welcomed
`feedback <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**>`_.
Do not contact contributors directly about support or help with technical issues.
Credits
=======
Authors
~~~~~~~
* Tecnativa
* LasLabs
* Ursa Information Systems
* brain-tec AG
Contributors
~~~~~~~~~~~~
* Javier Iniesta <javieria@antiun.com>
* Antonio Espinosa <antonio.espinosa@tecnativa.com>
* Rafael Blasco <rafael.blasco@tecnativa.com>
* Jairo Llopis <jairo.llopis@tecnativa.com>
* Dave Lasley <dave@laslabs.com>
* Sandip Mangukiya <smangukiya@ursainfosystems.com>
* Maxime Chambreuil <mchambreuil@ursainfosystems.com>
* Olivier Jossen <olivier.jossen@braintec-group.com>
* Alexandre Díaz <alexandre.diaz@tecnativa.com>
* Kevin Khao <kevin.khao@akretion.com>
Maintainers
~~~~~~~~~~~
This module is maintained by the OCA.
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: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/14.0/base_export_manager>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.