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117 lines
4.1 KiB
ReStructuredText
=========
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DMS Field
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=========
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..
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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: sha256:4c2029fa91a7142bb6adb4fa9c78281736dbf3f2b2bce45b90ae068dba046f41
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-LGPL--3-blue.png
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:target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
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:alt: License: LGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fdms-lightgray.png?logo=github
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:target: https://github.com/OCA/dms/tree/16.0/dms_field
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:alt: OCA/dms
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/dms-16-0/dms-16-0-dms_field
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/dms&target_branch=16.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This addon creates a new kind of view and allows to define a folder
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related to a record.
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**Table of contents**
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.. contents::
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:local:
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Configuration
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=============
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To use the embedded view in any module, the module must inherit from the mixin
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dms.field.mixin (You have an example with res.partner in this module).
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Once this is done, in the form view of the model we will have to add the following:
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.. code-block:: xml
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<field name="dms_directory_ids" mode="dms_list" />
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In addition, it will be necessary to create an Embedded DMS template for this model.
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#. *Go to Documents > Configuration > Embedded DMS templates* and create a new record.
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#. Set a storage, a model (res.partner for example) and the access groups you want.
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#. You can also use expressions in "Directory format name", for example: {{object.name}}
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#. Click on the "Documents" tab icon and a folder hierarchy will be created.
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#. You can set here the hierarchy of directories, subdirectories and files you need, this hierarchy will be used as a base when creating a new record (res.partner for example).
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Usage
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=====
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#. Go to the form view of an existing partner and click on the "DMS" tab icon, a hierarchy of
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folders and files linked to that record will be created.
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#. Create a new partner. A hierarchy of folders and files linked to that record will be created.
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Known issues / Roadmap
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======================
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- Add drag & drop compatibility to the dms_tree mode
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- Multiple selection support (e.g. cut several files and paste to another folder).
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/dms/issues>`_.
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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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`feedback <https://github.com/OCA/dms/issues/new?body=module:%20dms_field%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* Creu Blanca
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Contributors
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~~~~~~~~~~~~
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* Enric Tobella <etobella@creublanca.es>
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* Jaime Arroyo <jaime.arroyo@creublanca.es>
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* `Tecnativa <https://www.tecnativa.com>`_:
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* Víctor Martínez
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* Carlos Roca
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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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.
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This module is part of the `OCA/dms <https://github.com/OCA/dms/tree/16.0/dms_field>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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