mirror of
https://github.com/bringout/euro-office.git
synced 2026-04-18 04:01:59 +02:00
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.
145 lines
5.1 KiB
HTML
145 lines
5.1 KiB
HTML
<section class="oe_container">
|
|
<div class="oe_row oe_spaced">
|
|
<h2 class="oe_slogan">
|
|
Automate form creation with inserting fields from Odoo in templates
|
|
</h2>
|
|
<div class="oe_span12">
|
|
<span class="text-center">
|
|
<p class="oe_mt16">
|
|
Work with fillable templates in Odoo using Euro-Office. Create templates based
|
|
on the data and fields available in Odoo, fill them out and print with several
|
|
clicks.
|
|
</p>
|
|
</span>
|
|
</div>
|
|
</div>
|
|
</section>
|
|
|
|
<section class="oe_container mt-5">
|
|
<div class="oe_row">
|
|
<div class="oe_span12">
|
|
<h6>Edit the existing templates</h6>
|
|
</div>
|
|
<div class="oe_span12">
|
|
<p>
|
|
<b>Please note</b>: Euro-Office demo templates will only be added to the Odoo
|
|
modules that are already installed. That's why we strongly recommend installing
|
|
Euro-Office Templates after installing other Odoo modules such as CRM, Sales,
|
|
Calendar, etc.
|
|
</p>
|
|
<p>
|
|
Launch the Euro-Office Templates app to open the page with the existing form
|
|
templates. Each template has a tag indicating which Odoo module the template was
|
|
created for.
|
|
</p>
|
|
<p>
|
|
When you click the Edit button in the file context menu, a form template will
|
|
open in the Euro-Office editor. The left panel dynamically displays the fields
|
|
from Odoo that can be linked to the Euro-Office form fields. The Odoo field ID is
|
|
written in the Key field of the editor in the right panel.
|
|
</p>
|
|
</div>
|
|
<div class="oe_span12">
|
|
<div class="oe_demo oe_screenshot">
|
|
<img src="edit_templates.png" />
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</section>
|
|
|
|
<section class="oe_container mt-5">
|
|
<div class="oe_row">
|
|
<div class="oe_span12">
|
|
<h6>Create new templates</h6>
|
|
</div>
|
|
<div class="oe_span12">
|
|
<p>
|
|
To create a new template, click the Create&Upload button. In the pop-up window,
|
|
specify the template name and select the Odoo module to which the template
|
|
belongs.
|
|
</p>
|
|
</div>
|
|
<div class="oe_span12">
|
|
<div class="oe_demo oe_screenshot">
|
|
<img src="create_templates.png" />
|
|
</div>
|
|
</div>
|
|
<div class="oe_span12">
|
|
<p class="oe_mt8">
|
|
You can upload any existing form template from your local drive (using the
|
|
Upload your file button), or save a new blank template (using the Create button
|
|
in the upper right corner).
|
|
</p>
|
|
</div>
|
|
</div>
|
|
</section>
|
|
|
|
<section class="oe_container mt-5">
|
|
<div class="oe_row">
|
|
<div class="oe_span12">
|
|
<h6>Work with ready templates</h6>
|
|
</div>
|
|
<div class="oe_span12">
|
|
<p>
|
|
Several standard templates are available when installing the Euro-Office Templates app, but certain Odoo modules
|
|
must be installed first. Without these modules, the templates won't appear in the Euro-Office Templates module.
|
|
After installing the required modules, you can export templates by navigating to Settings -> Euro-Office ->
|
|
Manage Templates. Select the templates you want in the pop-up window and click Export to add them to the
|
|
Euro-Office Templates module.
|
|
</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">
|
|
Next, a window appears with a list of templates available for this section.
|
|
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>
|