Initial commit: Odoo 18.0-20251222 extra-addons
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web_quick_start_screen/README.rst
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web_quick_start_screen/README.rst
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==================
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Quick Start Screen
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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:eba97aa3c66b586477be732ab6d70494f16d1805d2bd24a15b92d0c70d20f29a
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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-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fweb-lightgray.png?logo=github
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:target: https://github.com/OCA/web/tree/18.0/web_quick_start_screen
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:alt: OCA/web
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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/web-18-0/web-18-0-web_quick_start_screen
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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/web&target_branch=18.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module adds a configurable start screen so users can go right into
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their more common tasks.
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It can be configured at the user level or just be used as common
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screens.
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**Table of contents**
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.. contents::
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:local:
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Use Cases / Context
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===================
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Some users use repeatedly the same actions on and on and sometimes those
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actions are so many clicks away which tends to be frustrating.
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Configuration
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=============
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To create quick actions:
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- Go to *Settings > Technical > User Interface > Screen actions* and
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create o modify an existing one.
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- Choose the desired action, a name, a description and an icon.
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- You can add an optional context so you can reuse existing actions. You
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can use ``ref(<xml_id>)`` to get an id that you can use in your
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context. You can also use ``datetime`` and ``context_today`` in that
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same way you can do in ``ir.filters``.
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To create quick start screens:
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- Go to *Settings > Technical > User Interface > Quick start screens*
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and create or modify an existing one.
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- Choose a descriptive name and link some quick screen actions.
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To assign a quick start screen to a user:
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- Go to *Settings > Users and groups > Users* and select one.
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- In the *Preferences* tab, *Menus customization* section, you can
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choose which *Quick start screen* will that user use.
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- If you want to make the user start always in his start screen, in the
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same section select the action *Quick Start Screen*.
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To activate the quick start screen menu for a user:
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- Go to *Settings > Users and groups > Users* (with debug mode on)
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- In *Technical* groups, set *Quick Start Screen* on.
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Usage
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=====
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When you have the proper config, once you login, you'll go to the quick
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actions screen. Just click in and start working.
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Known issues / Roadmap
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======================
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- Right now there's no much permissions handling, but it could be made
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similarly to how menus deal with them.
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- Also we could add the possibility of quick actions for users the same
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way that favorite filters work.
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- A tour helper that clicked in every defined action would be helpfull
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to detect possible issues.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/web/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/web/issues/new?body=module:%20web_quick_start_screen%0Aversion:%2018.0%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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* Tecnativa
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Contributors
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------------
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- `Tecnativa <https://tecnativa.com>`__
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- Pedro M. Baeza
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- David Vidal
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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/web <https://github.com/OCA/web/tree/18.0/web_quick_start_screen>`_ 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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