init: Euro-Office Odoo 16.0 modules
Based on onlyoffice_odoo by Ascensio System SIA (ONLYOFFICE, LGPL-3). Rebranded and adapted for Euro-Office by bring.out d.o.o. Modules: - eurooffice_odoo: base integration - eurooffice_odoo_templates: document templates - eurooffice_odoo_oca_dms: OCA DMS integration (replaces Enterprise documents) All references renamed: onlyoffice -> eurooffice, ONLYOFFICE -> Euro-Office. Original copyright notices preserved.
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<section class="oe_container">
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<div class="oe_row oe_spaced">
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<h2 class="oe_slogan">
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Automate form creation with inserting fields from Odoo in templates
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</h2>
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<div class="oe_span12">
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<span class="text-center">
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<p class="oe_mt16">
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Work with fillable templates in Odoo using Euro-Office. Create templates based
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on the data and fields available in Odoo, fill them out and print with several
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clicks.
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</p>
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</span>
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</div>
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</div>
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</section>
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<section class="oe_container mt-5">
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<div class="oe_row">
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<div class="oe_span12">
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<h6>Edit the existing templates</h6>
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</div>
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<div class="oe_span12">
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<p>
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<b>Please note</b>: Euro-Office demo templates will only be added to the Odoo
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modules that are already installed. That's why we strongly recommend installing
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Euro-Office Templates after installing other Odoo modules such as CRM, Sales,
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Calendar, etc.
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</p>
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<p>
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Launch the Euro-Office Templates app to open the page with the existing form
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templates. Each template has a tag indicating which Odoo module the template was
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created for.
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</p>
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<p>
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When you click the Edit button in the file context menu, a form template will
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open in the Euro-Office editor. The left panel dynamically displays the fields
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from Odoo that can be linked to the Euro-Office form fields. The Odoo field ID is
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written in the Key field of the editor in the right panel.
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</p>
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</div>
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<div class="oe_span12">
|
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<div class="oe_demo oe_screenshot">
|
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<img src="edit_templates.png" />
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</div>
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</div>
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</div>
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</section>
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<section class="oe_container mt-5">
|
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<div class="oe_row">
|
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<div class="oe_span12">
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<h6>Create new templates</h6>
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</div>
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<div class="oe_span12">
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<p>
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To create a new template, click the Create&Upload button. In the pop-up window,
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specify the template name and select the Odoo module to which the template
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belongs.
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</p>
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</div>
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<div class="oe_span12">
|
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<div class="oe_demo oe_screenshot">
|
||||
<img src="create_templates.png" />
|
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</div>
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</div>
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<div class="oe_span12">
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<p class="oe_mt8">
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You can upload any existing form template from your local drive (using the
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Upload your file button), or save a new blank template (using the Create button
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in the upper right corner).
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</p>
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</div>
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</div>
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</section>
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<section class="oe_container mt-5">
|
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<div class="oe_row">
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<div class="oe_span12">
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<h6>Work with ready templates</h6>
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</div>
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<div class="oe_span12">
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<p>
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Several standard templates are available when installing the Euro-Office Templates app, but certain Odoo modules
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must be installed first. Without these modules, the templates won't appear in the Euro-Office Templates module.
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After installing the required modules, you can export templates by navigating to Settings -> Euro-Office ->
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Manage Templates. Select the templates you want in the pop-up window and click Export to add them to the
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||||
Euro-Office Templates module.
|
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</p>
|
||||
</div>
|
||||
<div class="oe_span12">
|
||||
<div class="oe_demo oe_screenshot">
|
||||
<img src="work_with_templates.png" />
|
||||
</div>
|
||||
</div>
|
||||
<div class="oe_span12">
|
||||
<p class="oe_mt8">
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||||
Next, a window appears with a list of templates available for this section.
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||||
Select the required template so that it is filled with the data taken from the
|
||||
linked Odoo page (deal, employee card, etc.).
|
||||
</p>
|
||||
</div>
|
||||
<div class="oe_span12">
|
||||
<p class="oe_mt8">
|
||||
You can also preview the form template a user wants to fill out by clicking the Preview button in the form
|
||||
templates list. This will display a preview of the template, but no data from Odoo will be included at this
|
||||
stage.
|
||||
</p>
|
||||
</div>
|
||||
<div class="oe_span12">
|
||||
<p class="oe_mt8">
|
||||
To print multiple records using a template, select the desired items in the list view, then click Action ->
|
||||
Print with Euro-Office. In the pop-up window, click Print, and a ZIP file containing the filled PDFs will be
|
||||
downloaded to your device.
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section class="oe_container mt-5">
|
||||
<div class="oe_row">
|
||||
<div class="oe_span12">
|
||||
<h6>Access rights</h6>
|
||||
</div>
|
||||
<div class="oe_span12">
|
||||
<p>There are two types of roles for this app:</p>
|
||||
<ul>
|
||||
<li>
|
||||
<b>User:</b> can print templates and open them for viewing. Users cannot
|
||||
create new templates and cannot edit the current ones.
|
||||
</li>
|
||||
<li><b>Administrator:</b> can open, create, edit and print templates.</li>
|
||||
</ul>
|
||||
<p>
|
||||
The role type is specified in the user profile. By default, all users are
|
||||
assigned the User role.
|
||||
</p>
|
||||
</div>
|
||||
<div class="oe_span12">
|
||||
<div class="oe_demo oe_screenshot">
|
||||
<img src="access_rights.png" />
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
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