===================================== Auto classify files into embedded DMS ===================================== .. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !! This file is generated by oca-gen-addon-readme !! !! changes will be overwritten. !! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !! source digest: sha256:a65d244a6d0320c99621795ff3fffea604365b53e38b35a93fffe1e00b375d28 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! .. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png :target: https://odoo-community.org/page/development-status :alt: Beta .. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html :alt: License: AGPL-3 .. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fdms-lightgray.png?logo=github :target: https://github.com/OCA/dms/tree/16.0/dms_field_auto_classification :alt: OCA/dms .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png :target: https://translation.odoo-community.org/projects/dms-16-0/dms-16-0-dms_field_auto_classification :alt: Translate me on Weblate .. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png :target: https://runboat.odoo-community.org/builds?repo=OCA/dms&target_branch=16.0 :alt: Try me on Runboat |badge1| |badge2| |badge3| |badge4| |badge5| Automatically classify files within a .zip file to the corresponding directory(s) related to an embedded DMS. **Table of contents** .. contents:: :local: Configuration ============= #. Go to `Documents / Configuration / Classification Templates` and create or edit a template. #. You can set a model to which it is linked (res.partner for example). #. You can define the details to indicate which field is referenced by the defined filename pattern. Full example from res.partner: Filename pattern: ([0-9]{8}[A-Z]).*.pdf Details: VAT (field) and 0 (index) Directory Pattern example 1: {0} > This will attempt to add the files to the directory linked to the partner with the VAT name. Directory Pattern example 2: {0} / Misc > This will attempt to add the files to the "Misc" subdirectory linked to the partner with the VAT name. Usage ===== #. Go to `Documents / Auto Classification` and select a template and a .zip file. #. Press the `Analyze` button #. As many lines will be set as the number of files contained in the .zip file and apply the filename pattern. #. The record to which they are related (res.partner for example) will be show on the lines. #. Press the `Classify` button #. The files (dms.file) will be created in the corresponding directories. Bug Tracker =========== Bugs are tracked on `GitHub Issues `_. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed `feedback `_. Do not contact contributors directly about support or help with technical issues. Credits ======= Authors ~~~~~~~ * Tecnativa Contributors ~~~~~~~~~~~~ * `Tecnativa `_: * Víctor Martínez * Pedro M. Baeza Maintainers ~~~~~~~~~~~ This module is maintained by the OCA. .. image:: https://odoo-community.org/logo.png :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. .. |maintainer-victoralmau| image:: https://github.com/victoralmau.png?size=40px :target: https://github.com/victoralmau :alt: victoralmau Current `maintainer `__: |maintainer-victoralmau| This module is part of the `OCA/dms `_ project on GitHub. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.