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<div class="gs_content" id="Overview_block"> <div class="gs_content" id="Overview_block">
<h2>About the ONLYOFFICE and Odoo integration</h2> <h2>About the ONLYOFFICE and Odoo integration</h2>
<div class="PortalHelp"> <div class="PortalHelp">
<p>Odoo is a business management tool designed for resource planning. ONLYOFFICE offers an official module to integrate ONLYOFFICE Docs with Odoo and edit office documents in your Odoo media space, e.g., chat attachments, notes, etc. You can get the ONLYOFFICE integration module from the <a href="https://apps.odoo.com/apps/modules/16.0/onlyoffice_odoo/">official Odoo app library</a> The module is distributed under the AGPL-3 License.</p> <p>Odoo is a business management tool designed for resource planning. ONLYOFFICE offers an official module to integrate ONLYOFFICE Docs with Odoo and edit office documents in your Odoo media space, e.g., chat attachments, notes, etc. You can get the ONLYOFFICE integration module from the <a href="https://apps.odoo.com/apps/modules/17.0/onlyoffice_odoo">official Odoo app library</a>. The module is distributed under the AGPL-3 License.</p>
</div> </div>
<div class="gs_content gs_submenu" id="MainFeatures_block"> <div class="gs_content gs_submenu" id="MainFeatures_block">
@ -64,6 +64,7 @@
<li>Open other office file formats for viewing, including RTF, TXT, CSV, etc.</li> <li>Open other office file formats for viewing, including RTF, TXT, CSV, etc.</li>
<li>Co-editing documents in real-time: two co-editing modes (Fast and Strict), the Track Changes mode, comments, and the built-in chat.</li> <li>Co-editing documents in real-time: two co-editing modes (Fast and Strict), the Track Changes mode, comments, and the built-in chat.</li>
<li>Edit form templates in DOCXF</li> <li>Edit form templates in DOCXF</li>
<li>Create and edit form templates</li>
<li>Read PDF files</li> <li>Read PDF files</li>
<li><b>JWT support</b> to secure your traffic so that no one can have access to your documents with the exception of the users with proper rights.</li> <li><b>JWT support</b> to secure your traffic so that no one can have access to your documents with the exception of the users with proper rights.</li>
</ul> </ul>
@ -74,7 +75,7 @@
<p> </p> <p> </p>
<ul> <ul>
<li>For editing: DOCX, DOCXF, XLSX, PPTX.</li> <li>For editing: DOCX, DOCXF, XLSX, PPTX.</li>
<li>For viewing only: DJVU, DOC, DOCM, DOT, DOTM, DOTX, EPUB, FB2, FODT, HTML, MHT, ODT, OTT, OXPS, PDF, RTF, TXT, XPS, XML, CSV, FODS, ODS, OTS, XLS, XLSM, XLT, XLTM, XLTX, FODP, ODP, OTP, POT, POTM, POTX, PPS, PPSM, PPSX, PPT, PPTM.</li> <li>For viewing only: DJVU, DOC, DOCM, DOT, DOTM, DOTX, EPUB, FB2, FODT, HTML, MHT, ODT, OTT, OXPS, PDF, RTF, TXT, XPS, XML, CSV, FODS, ODS, OTS, XLS, XLSM, XLT, XLTM, XLTX, FODP, ODP, OTP, POT, POTM, POTX, PPS, PPSM, PPSX, PPT, PPTM.</li>
</ul> </ul>
</div> </div>
@ -110,6 +111,7 @@
<li>ONLYOFFICE Docs Cloud that requires no downloading and installation</li> <li>ONLYOFFICE Docs Cloud that requires no downloading and installation</li>
</ul> </ul>
</li> </li>
<li>For creating forms: ONLYOFFICE Templates connector and a paid ONLYOFFICE license with Automated API.</li>
</ul> </ul>
</div> </div>
@ -179,9 +181,84 @@
<img alt="ONLYOFFICE_Odoo" id="ONLYOFFICE_Odoo_3" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/GettingStarted/Integration/Odoo/big/file_library_big.png")%>" /> <img alt="ONLYOFFICE_Odoo" id="ONLYOFFICE_Odoo_3" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/GettingStarted/Integration/Odoo/big/file_library_big.png")%>" />
<div target="ONLYOFFICE_Odoo_3" class="screenphoto magnifier"></div> <div target="ONLYOFFICE_Odoo_3" class="screenphoto magnifier"></div>
</div> </div>
<p>To create a form:</p>
<ol>
<li>It is recommended to switch to the developer mode.
<ul>
<li>Go to the <b>Settings</b>.</li>
<li>Open the <b>General Settings</b> tab.</li>
<li>Scroll to the Developer tools.</li>
<li>Click the <b>Activate the developer mode</b> menu option.</li>
</ul>
</li>
<li>Open the <b>Home Menu</b> and choose the <b>ONLYOFFICE Templates</b> option.</li>
<li>Click the <b>New</b> button to create a new form.</li>
<li>Enter the <b>Template Name</b>.</li>
<li>Enter the Odoo model in the <b>Select Model</b> field.
<div class="screen_block">
<img alt="ONLYOFFICE_Odoo" target="ONLYOFFICE_Odoo_5" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/GettingStarted/Integration/Odoo/small/createaform.png")%>" />
<img alt="ONLYOFFICE_Odoo" id="ONLYOFFICE_Odoo_5" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/GettingStarted/Integration/Odoo/big/createaform.png")%>" />
<div target="ONLYOFFICE_Odoo_5" class="screenphoto magnifier"></div>
</div>
<ul>
<li>To learn the model name, open the required module.</li>
<li>Go to any entry that has an ONLYOFFICE Send & Print button.</li>
<li>
Look at the page URL. The <code>model-xxx</code> is the name of the Odoo model that you need for the <b>Select Model</b> field. Paste it into this field and press Enter.
<div class="screen_block">
<img alt="ONLYOFFICE_Odoo" target="ONLYOFFICE_Odoo_7" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/GettingStarted/Integration/Odoo/small/moduleurl.png")%>" />
<img alt="ONLYOFFICE_Odoo" id="ONLYOFFICE_Odoo_7" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/GettingStarted/Integration/Odoo/big/moduleurl.png")%>" />
<div target="ONLYOFFICE_Odoo_7" class="screenphoto magnifier"></div>
</div>
</li>
</ul>
<li>You can also upload en existing template by clicking the corresponding button.</li>
<li>
Each field in each module has a question mark beside it. The information there is necessary for filling in the fields.
<div class="screen_block">
<img alt="ONLYOFFICE_Odoo" target="ONLYOFFICE_Odoo_6" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/GettingStarted/Integration/Odoo/small/fieldname.png")%>" />
<img alt="ONLYOFFICE_Odoo" id="ONLYOFFICE_Odoo_6" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/GettingStarted/Integration/Odoo/big/fieldname.png")%>" />
<div target="ONLYOFFICE_Odoo_6" class="screenphoto magnifier"></div>
</div>
<p>If a field does not have a question mark, try temporarily delete its contents. The field name might appear instead. These kinds of names can also be found in the root section on the left panel while editing a form.</p>
</li>
<li>Searching in the ONLYOFFICE Templates connector requires information from the fields <b>Field</b> and <b>Module</b>.</li>
<li>
If a field has a one2many/many2many/many2one relation, the subsection will have a corresponding name.
<p><img alt="Subsection name" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/GettingStarted/Integration/Odoo/big/subsectionname.png")%>" /></p>
</li>
<li>
If the <b>Model</b> field contains a name that does not coincide with the one given in the URL (e.g., <code>model-account.move</code> in the URL and <code>account.move.line</code> in the <b>Model</b> field), look for it in the subsection.
<p class="note">If it is a one2many/many2many/many2one relation, the subsection key will have the same name as the <b>Field</b> field. For example, if it is a <code>partner_id</code>, the key will have the same name.</p>
</li>
<li>Please note that if the fields model does not coincide with the one in the URL, the section key will have the same name as the <b>Model</b> field.</li>
<li>
<b>To add a dataset to a form</b>,
<ul>
<li>create a table in the form that will have the same columns as the fields names of the dataset;</li>
<li>enter the information given in the Odoo question marks into the corresponding fields;</li>
<li>
the rest of the table will be filled up automatically during the page printing.
<p class="note">As of yet, no HTML elements can be inserted into a form.</p>
</li>
</ul>
</li>
<li><b>To manage access rights,</b>
<ul>
<li>go to the user profile;</li>
<li>
choose whether they are a <em>User</em> or an <em>Administrator</em>:
<ul>
<li><em>User</em> can only print and view templates.</li>
<li><em>Administrator</em> can create, edit, view, delete, and print templates.</li>
</ul>
</li>
<li>all users have the User access right by default.</li>
</ul>
</li>
</ol>
</div> </div>
</div> </div>
</div> </div>
</div> </div>
</div> </div>

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