KnowSystem: Knowledge Base System v.14
The tool to build deep and structured knowledge base for internal and external use. Knowledge System. KMS
This is a full-featured Odoo knowledge management tool to be used in any industry and by any firm. The app serves to accumulate, to curate, to utilize, and to share organizational knowledge within your company and outside it.
- a core of knowledge management. It might be used stand-alone as a complete internal knowledge base system. Seu preço é 398€.
- an optional module, which let you publish articles to website, share them with portal users, and use website builder to update articles. The features assumed by this add-on are marked by the icon . Seu preço é 40€.
- an optional extension to KnowSystem: Website and Portal to design website documentation pages based on knowledge base articles. The features assumed by this add-on are marked by the icon . Read the full description on the related page. Seu preço é 60€.
- an optional module, which let you add and show custom fields for articles (backend). The features assumed by this add-on are marked by the icon . Seu preço é 48€.
- an optional free module, which shows custom fields on website and portal pages (frontend). The features assumed by this add-on are also marked by the icon .
- an optional module, which let you translate articles, sections and tags for installed in Odoo languages. The features assumed by this add-on are marked by the icon . Seu preço é 10€.
Fast and comfortable knowledge recording
Drag and drop building blocks of the backend or website editors to construct professional looking articles. Create and use knowledge templates. Switch to raw code editor if needed
Single view KMS navigation
Filter articles by hierarchy of sections, by tree of tags, or by knowledge types. Select articles step by step and proceed mass actions. Sort and search in seconds
Get benefit of knowledge
Instantly access knowledge base from any Odoo documents. Reference articles in messages. Organize learning tours. Print or share knowledge. Prepare instructions, guidelines, FAQs
Wiki-like revisions
Restore any article version at any moment: the app keeps history of knowledge updates. Breaking becomes harder than restoring
Portal or public knowledge base
Share articles with your partners or publish knowledge for any website visitor
Website documentation builder
Combine organizational knowledge into advanced documentation with comfortable navigation and search
Knowledge system statistics
Control views of articles, likes and dislikes, contributions. Motivate discussions
Applied in any functional area
Use the app for any knowledge management business goal and for any set of Odoo apps.
Best knowledge base system for Odoo!
Excellent app and exceptional after-sales support.
Really well thought-out product and one of the best features is the contextual help by means of the tags. Really a game changer for us.
Keep up the great work FaOtools!
Outstanding app! Tremendous value for money, an absolute must have!
One of the features sorely lacking from Odoo has been a robust Wiki/documentation system. Using third party platforms is a massive headache: yet another system to maintain, users get distracted switching back-and-forth, and errors get made. Then you have to worry about training, additional logins, etc.
KnowSystem feels like a native/core app, is very well-polished, and extremely fast. It's accessible from any screen, and the search results are instant (none of the latency inherent with most apps).The interface is elegant yet powerful, with robust access control, rich editing features, and version control. It's simple to revert to previous entries, view audit trails, etc. It's very intuitive for anyone familiar with Odoo; onboarding takes just a few minutes. The user guides are excellent.
This is invaluable for any organisation with a lot of documented information, SOPs, ISO compliance, or similar. If you're using eLearning, it's great for creating a help system / reminders. For example, noting key takeaways or specific instructions. The user can be in MRP, Sales, or any other function, and instantly lookup a guide. Since it overlays whichever screen you're in, it doesn't interrupt the workflow.
This dramatically increases efficiency, minimises questions, and helps keep everyone on the same page.
Oh, and customer service is excellent, faOtools stands behind their product. Thank you!
KnowSystem is excellent - OdooTools offer great support, are very helpful and responsive
Our company needed the ability to add a Knowledge Base to our Odoo portal website for our customers to access article content on a membership-only basis. KnowSystem provided this and much more, along with ability to add search by section, set permissions to allow only certain partners access to articles by tag etc. OdooTools have been very helpful and implemented several features we suggested including automatic redirect upon login, customisable filters and a social sharing capability on articles. Overall a great app by a great company, something that massively adds to Odoo's capabilities and is something that everyone could benefit from using.
Very functional application and responsive support
Our company produces medical laser equipment and we use KnowSystem to streamline the knowledge base of our company. Convenient search system and classification of content, as well as access rules for groups and even for individual users.
Great app and professional team
The app is great the the team is very professional in both response timing and problem solving.
Highly recommended.
Marco from ALO.zone.
Excellent system
Excellent system.
A great tool from some very nice developers!
KnowSystem is a great tool and a game changer for us. Finally a place to put all our company know-how. I highly recommend it. And also important to us: We got great support from FaOtools too. A rare thing in this busy world. thx!
Excellent app and support.
Great app and a very helpfull support. Openess to improve their products is outstanding.
Single-view knowledge navigation
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Prepare hierarchy of knowledge sections to instantly switch between knowledge areas
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Define tree of tags for quick navigation and deeper knowledge structuring
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Introduce knowledge base typology to distinguish kinds of articles in a single click
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Create, update, and reorder tags, sections, or types right from the KnowSystem interface. Print all articles related to a certain tag or a section
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Manage and launch learning tours
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Sort knowledge articles by views, score of likes, title, author, section, create and write dates
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Pick articles up step by step: the selection is not cleared with a new search or when you opened a record. Proceed mass action(s) for all chosen items
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Update knowledge in batch: assign new section, change or remove tags, print multiple articles as a single PDF, follow / unfollow discussions, publish / unpublish articles, export articles to an Excel table, archive or restore items, add articles to learning tours and documentations, mark knowledge records as favorite, duplicate articles
Fast, comfortable, and professional knowledge recording
Safe backend editor
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Drag and drop building blocks to write a new article right in the Odoo backend interface. The process is simple while the result is professional looking
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Edit blocks styles, re-order Knowledge elements, change width and height of items
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KnowSystem editor relies upon strict HTML structures which are in the most cases compatible with printing and messaging layouts
Advanced website builder
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Apply advanced styles and complex widgets by using Odoo built-in website editor
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Exploit Odoo website know-hows: numerous snippets and animations, style templates and options
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Rely upon website editor to prepare nice-looking portal knowledge pages. Avoid using that for internal or printing purposes: advanced styles often contradict printing and composer layouts
Raw HTML interface
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At any moment switch to raw code view to update articles HTML
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Optionally replace the backend editor with XML editor to rely fully on the website builder and edit only raw code in the backed
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Introduce any HTML tags and styles, including bootstrap ready elements and iframes
Knowledge templates
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Prepare new knowledge templates or save any existing article as a template
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Use templates to create new articles to save time or keep uniform styles
Get benefit from your knowledge
Knowledge system for any Odoo document
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Turn on the setting 'Articles by Documents' to add the quick entry for Knowledge base from any Odoo form view
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Search articles by tags, section, or content in a few clicks for a quick overview
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Link knowledge tags with Odoo document types to simplify search of articles. For example, assign helpdesk tickets to the tag 'odoo / helpdesk': the latter would be entered by default for support requests objects
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Observe article content right from any Odoo object: there is no need to always switch to the KnowSystem advanced interface
Apply to knowledge in communication
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Turn on the option 'Articles in Email Composers' to let users reference or cite Knowledge records in Odoo messages
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Quickly observe articles related to a current document discussion. Instantly reference one or a few ones
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Update message body with knowledge content (it would be added to the end of a current message)
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Attach a PDF version of referenced article or articles
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Share a public knowledge link with your colleagues or partners
Organize learning tours
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Turn on the option 'Tours' to be able to combine articles in a sequence of learning steps
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Add any knowledge to a tour in any order
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Launch a tour to follow certain steps of study one by one in the special interface
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Share learning tours with everybody or specific user groups. Control employees' progress in getting familiar with instructions and guidelines
Share and publish knowledge
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Turn on the setting 'Portal KnowSystem' to give KnowSystem access for external partners, 'Public KnowSystem' - for website visitors
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Configure KnowSystem tags or publish articles to share knowledge content
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Combine articles in advanced documentation to cover certain aspect of organizational or functional knowledge
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Turn on the option 'Portal Documentation' and 'Public Documentation' to make that documentation available for portal and public users respectively.
Website documentation builder
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Combine articles into advanced documentation sections to cover a certain business, organizational, or functional aspect
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To create a new documentation section just select and order KnowSystem articles. The app would generate a website page automatically
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Each KMS article might be used several times for different documentations
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The tool allows preparing an unlimited number of documentation pages structured by categories
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Flexibly customize documentation pages: show or hide introductions and footers, turn on/off search bar and table of contents, add or remove preview images and texts
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The app let flexibly share documentation categories and sections. Publish required documents to make them available for everybody, assign KnowSystem tags - to grant an access for chosen Odoo partners
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Depending on user rights documentation might look different. Define what to do if a documentation user does not have access for included articles: to neglect restrictions, not to show that knowledge pieces, or to show a security warning
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Optionally show table of contents for comfortable and quick navigation. Table of contents is constructed automatically according to headers of included articles
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Turn on the search bar for documentation. It is possible to find matches in a whole text or only in headers, to make key words case sensitive or insensitive.
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Apply versioning for documentation to avoid double work in preparing specifications, user manuals or software guidelines.
Partner knowledge base portal and public knowledge system
Knowledge in Odoo portal
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KnowSystem let organize a web portal personally for each Odoo partner by selecting articles to be shared. To that end turn on the option 'Portal KnowSystem'
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Design an article especially for a definite company, or use the same knowledge experience among multiple clients
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Knowledge articles are available for portal users if: (a) the articles are published; (b) the articles have user-related tags
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To assign a KnowSystem tag for a partner do one of the following: (a) go to a partner form and enter the field 'KnowSystem tags'; (b) on a tag form define 'Allowed partners'
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Optionally allow partners to print knowledge pieces, like or share articles
Public KMS
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To make self service possible: make your knowledge base available also for unauthenticated users. To that end turn on the option 'Public KnowSystem'
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Only articles which are published would be available for visitors
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To publish specific knowledge parts: apply the mass action 'Publish' or push the button 'Actions > Publish on website' on an article form
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To show tags and article types in portal and website do not forget to publish them. Knowledge sections would be shown only if they have articles for observation
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Customize the knowledge portal: hide/show the navigation by tags and types or the whole navigation, prepare introduction or navigation hints, add section tooltips.
Interactive and evolving knowledge base
Team work and use
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The history of articles revisions is kept in Odoo in a similar way it's done in Wikipedia. If one of user breaks something, it takes 2 clicks to recover a proper knowledge version
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Users might take part in article discussions and be subscribed for updates
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Control statistics by articles: contributors, number of views, likes and dislikes, how frequently they are used in messaging, who mark them as favorite
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Set activities to improve knowledge base
Multi lingual knowledge
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KnowSystem let you translate articles to installed in Odoo languages. In such a way users might read and edit articles in a language from their preferences
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To avoid double work, article content might be copied from another language (the button 'Copy from another translation' under the article content). Simultaneously, make sure you actually require multi lingual regime: all articles should be anyway kept updated in all Odoo languages
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To update knowledge translation you should change your user preferences to a required language. Then, go to an article and introduce changes as usual.
Any business and functional area
KnowSystem is a universal knowledge management tool which might be configured to any business goal and any set of Odoo apps: for helpdesk, marketing, IT, HR, project management, so on and so on. Typical use cases are:
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Helpdesk - once faced a challenge, its solution might be recorded in KnowSystem for repeated usage by co-workers and for self-service by clients
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Sales and CRM - salesperson helper to find information about products, offers, frequently asked customer questions
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Project management - to keep and easily retrieve knowledge of existing solutions, tools, hints, and experiments
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HR - to prepare instructions, guidelines, learning tours and trainings, and any codified knowledge of routine in your company
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Marketing - to organize Odoo online library of product use cases, expert knowledge and well structured documentation
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Legal issues - systematize your policies, contract and approval managements, keep the full classifier of trademarks, licenses
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Informational technologies - share easy-reached manuals and configuration guidelines.
Custom knowledge system attributes
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Custom attributes' creation does not require any technical knowledge. In order to show a new property for knowledge base articles, just add a new field and enter details
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It is possible to add custom fields of the following types: single line text (char), simple text without formatting (text), rich text (HTML-formatted text), integer or float numbers, drop-down choice with your own options (selection), checkbox (boolean), date or date and time, binary (a file to upload), reference to another Odoo document (e.g. for a sale order, contact; many2one)
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The tool let you comfortably select an interface position of a custom field from a closed list of options
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Distinguish knowledge articles by types in order to show properties only for suitable ones. Thus set of attributes for 'user guidelines' and 'technical specifications' might be different
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Mark a custom field required to force users enter values
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The app might work for both KnowSystem backend and knowledge share portal
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Custom knowledge system fields might be imported and exported
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The rights to create custom fields belong only to KnowSystem administrators.
Secured and shared knowledge
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Security for internal and for portal/public users differs
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For the company employees: KnowSystem considers user groups which are defined per articles, sections and tours. Look at the tab 'Restrict to' on forms of those objects. If that field is not defined, a document is considered 'global' and each internal user may read it
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For portal / public users: KnowSystem takes into account tags and whether an article is website published. A knowledge tag has a field 'Allowed partners', which may grant an access to portal users for articles with this tag. Website published pages are available for any external visitor
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Rights to administrate Odoo knowledge management system belongs to 2 user roles: KnowSystem Editor and KnowSystem Administrator. If you want a user to create and edit articles, a user should belong to one of those groups
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Odoo user always may access an article if he/she is an author of that article disregarding further restrictions
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Rights for a knowledge section is defined not only according to this section but also according to all its parents. For example, if a user can't access 'sales', he/she would not be able to access 'sales / crm' disregarding whether 'crm' is available for his/her user group.
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Odoo user |
KnowSystem Editor |
KnowSystem Admin |
Portal user |
Public user |
| Articles | read related to his/her user groups and sections | read, create, edit, archive related to his/her user groups and sections | read, create, edit, delete any | read published articles and articles related to partner-related tags | read published articles |
| Sections | read related to his/her user groups | read, create, edit, archive related to his/her user groups and sections | read, create, edit, delete any | read all sections of available articles | read all sections of published articles |
| Tags | read any | read, create, edit, archive any | read, create, edit, delete any | read published ones | read published ones |
| Article Types | read any | read any | read, create, edit, delete any | read published ones | read published ones |
| Tours | read related to his/her user groups | read, create, edit, delete related to his/her user groups | read, create, edit, delete any | no access | no access |
| Misc | may like / dislike, add to favourites, print, take part in discussions | may configure options | may like / dislike an article |
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Perguntas frequentes sobre KnowSystem: Knowledge Base System Odoo v.14
Não vejo qualquer diferença entre os textos das revisões.
As revisões registam não só alterações de texto, mas também quaisquer atualizações de estilos (tecnicamente, quando altera o código-fonte HTML de um artigo). Algumas não são claras à primeira vista (p. ex. o tamanho de letra de uma única palavra). Outras podem ser drásticas. Contudo, qualquer sequência Edit > alterar algo num artigo > Save resulta numa nova revisão.
Posso adicionar um vídeo YouTube/ Vimeo / Dailymotion / Youku num artigo?
Sim, pode incorporar vídeos desses serviços nos artigos a partir do backend Odoo e do construtor de websites. Para isso adicione um bloco com uma imagem > prima a imagem > selecione ‘Video’ > indique o URL do média.
Tenha em conta: esses vídeos são incluídos como iframes, e alguns browsers podem bloquear a reprodução até o utilizador o autorizar explicitamente.
Como tornar uma secção visível no website?
No KnowSystem, uma secção fica visível num website se estiver publicada e contiver pelo menos um artigo. Mesmo com subsecções, não fica visível se não houver um único artigo na própria secção. Isto evita secções vazias e torna o portal KnowSystem apelativo e fácil de navegar. Para a secção aparecer no website, adicione um artigo introdutório ou geral que descreva ou liste brevemente os artigos das subsecções.
Como posso partilhar um artigo com um parceiro externo?
Clique com o botão direito em qualquer etiqueta no painel de navegação esquerdo - Create
Encontre o campo 'Allowed partners'. Por exemplo 'clients - azure interior' para configurar o acesso do parceiro 'Azure Interior'. Pode fazer o contrário: atribuir etiquetas KnowSystem no formulário do parceiro
Agora abra o artigo pretendido (ou faça o mesmo com a ação 'Mass update' para vários registos):
Se estiver publicado: cancele a publicação se não quiser disponibilizá-lo a todos os utilizadores do portal e visitantes públicos
Atribua a etiqueta recém-criada (no exemplo é 'clients - azure interior')
Agora:
Todos os utilizadores do portal ligados ao parceiro comercial 'Azure Interior' têm acesso aos artigos com a etiqueta 'Azure Interior'
Nenhum outro utilizador do portal (se não for atribuída outra etiqueta) tem acesso a esses artigos
Os utilizadores internos não são afetados e veem os artigos segundo a lógica 'access to' de artigos e secções.
Podemos adicionar o botão de seleção de idioma para o corpo do artigo?
O botão 'translate' não é adicionado ao corpo do artigo de propósito pelo extra opcional 'KnowSystem: Multi Languages'. O HTML é muito difícil de traduzir no corpo simples do popup previsto pelo botão. Haveria muito pouco texto para traduzir e muitas partes HTML (que o tradutor também poderia partir).
Por isso, para criar um artigo numa determinada língua, inicie sessão com um utilizador dessa língua. Pode ser outro utilizador, ou altere temporariamente as preferências do utilizador atual. Depois, qualquer atualização do corpo do artigo será nessa língua.
Também pode usar o botão 'Copy from another translation' sob o corpo do artigo, que permite obter a qualquer momento o conteúdo a partir de outra língua (útil se o artigo foi atualizado significativamente numa das línguas).
Como incorporar outra página web num artigo
Para isso pode usar iframes. Mude o artigo para o editor de código HTML em bruto e insira, por exemplo, <iframe src="https://faotools.com/" style="width:100%;min-height:600px;"> </iframe>.
Instalei o KnowSystem, mas não vejo o botão 'create' nem os outros botões
Muito provavelmente não concedeu direitos KnowSystem ao seu utilizador. Escolha o perfil 'KnowSystem Editor' ou 'KnowSystem Admin' e atualize a página. Os botões de controlo devem aparecer.
Posso mostrar um percurso de aprendizagem específico só a utilizadores escolhidos?
Sim, aplicando um grupo de utilizadores (p. ex. 'Sales Manager') que deve seguir este percurso. Se o utilizador pertencer a este grupo, vê o percurso. Caso contrário, o percurso não é mostrado. Funciona da mesma forma que os direitos de segurança dos artigos e secções KnowSystem.
Tenha em conta que, se um percurso não tiver grupos atribuídos, é 'global' e fica visível para todos.
Como altero o rodapé e o cabeçalho ao imprimir artigos?
O cabeçalho e o rodapé dos PDF dos artigos vêm dos layouts da empresa. Consulte Settings > General Settings > a secção Business Documents. Aí define o modelo da empresa usado para todos os tipos de documento, incluindo faturas, encomendas de venda, etc., e também para os artigos. Esta abordagem Odoo assume que rodapé e cabeçalho são um estilo geral da empresa, não um atributo de impressões específicas.
Como posso ligar artigos entre si?
Cada artigo tem URL internas (backend) e de website (se a opção 'KnowSystem: Website and Portal' estiver instalada). Clique no botão 'Info' no formulário do artigo para saber os endereços web deste registo. Pode inserir qualquer um no corpo do artigo como hiperligação.
Posso alterar o código-fonte HTML de um artigo?
Sim: ative os debug assets (no ecrã de resumo das definições) e volte ao artigo atual. No modo de edição verá o ícone '</>'. Clique nele para ver e editar o HTML e os estilos.
Quais sao as politicas de atualizacao das vossas ferramentas?
Segundo as politicas atuais da Odoo Apps Store:
- Cada modulo comprado para a versao 12.0 ou anterior da acesso a todas as versoes ate 12.0.
- A partir da versao 13.0, cada versao do modulo deve ser comprada em separado.
- Independentemente da versao, a compra da direito a todas as atualizacoes e correcoes dentro de uma versao major.
A equipa faOtools nao controla essas politicas. Para questoes, contacte diretamente os representantes da Odoo Apps Store.
Como posso instalar a aplicacao no Odoo.sh?
A forma mais direta e usar o fluxo da loja Odoo:
1. Abra a pagina do modulo e clique em Deploy on odoo.sh
2. Sera redirecionado para o GitHub. Inicie sessao e clique em Create a new repo ou use um existente. O repositorio deve ser privado. Nao e permitido publicar as apps com licenca OPL-1. Se necessario, crie um repo novo para o projeto Odoo.sh
3. Depois, no odoo.sh, clique em Deploy, confirme e clique em Continue. A instalacao comeca.
Estes passos instalam a app no ramo de producao. Para outros ramos ou para atualizar:
1. Transferir o codigo-fonte da loja Odoo
2. Fazer commit do modulo no repositorio GitHub. Nenhuma pasta/arquivo da app deve estar no .gitignore. Os repos criados pelo odoo.sh podem ignorar caminhos importantes (p. ex. /lib). Envie todos os diretorios e arquivos do modulo
3. Fazer deploy do ramo alvo do projeto odoo.sh ou esperar pela compilacao automatica se as definicoes o assumirem.
Como devo instalar a aplicacao no meu proprio servidor?
2. Reinicie o servidor Odoo;
3. Ative o modo programador (definicoes tecnicas);
4. Atualize a lista de aplicacoes (menu Aplicacoes);
5. Encontre a app e clique em Activate/Install;
6. Siga as indicacoes na pagina da app, se existirem.
A app tem extras. Posso compra-los mais tarde?
Sim. O Odoo adiciona automaticamente as dependencias ao carrinho: exclua as ferramentas ja compradas para nao pagar duas vezes.
Instalei a app no Odoo.sh e vejo um aviso/erro nos testes
Um aviso vermelho/laranja nao afeta as funcoes da app. Por vezes os nossos modulos nao passam os testes automaticos padrao, porque estes assumem um comportamento que conflitua com os objetivos da app. Por exemplo, alteramos o calculo do preco e os testes Odoo comparam o preco final com o algoritmo padrao.
Primeiro, verifique as funcoes da base implantada. Esta tudo a funcionar?
Se ainda achar que o aviso afeta funcoes reais, contacte-nos e envie os registos completos de instalacao e a lista completa de modulos implantados (nucleo e de terceiros).
Posso comprar a aplicacao diretamente junto de vos?
Nao, so distribuimos as ferramentas atraves da loja oficial de aplicacoes Odoo.
Gostaria de ter um desconto
Infelizmente, nao temos meios tecnicos para oferecer precos individuais.
Posso instalar a app na minha base Odoo Online (SaaS)?
Nao, as apps de terceiros nao podem ser usadas no Odoo Online. O Odoo SaaS bloqueia essa possibilidade.
A ferramenta depende de outras apps. Devo compra-las?
Sim, a ferramenta precisa de todos os modulos assinalados nas dependencias. O preco na pagina da app ja as inclui.
Qual e o preco do modulo em dolares americanos? Porque mudou?
O preco dos nossos modulos e definido em euros. A loja Odoo converte para outras moedas segundo a taxa interna. Assim, o preco em dolares americanos pode mudar quando a taxa e atualizada.
Os textos da aplicação e do site em idiomas diferentes do inglês são assistidos por IA e estão alinhados com as traduções oficiais do Odoo. Se detetar um erro, enviar um pedido de traducao e nos corrigimos.
Comunicação de erros
Se encontrar bugs ou comportamento inconsistente, não hesite em nos contactar. Garantimos o fornecimento de correções em até 60 dias após a compra e estamos intensamente interessados em melhorar nossas ferramentas mesmo após esse período.
Não precisa de um número de telefone ou cartão de crédito para entrar em contacto connosco. Deve apenas passar por um breve registo de e-mail, que não demora mais de 30 segundos.
Inclua o maximo de detalhes possivel no seu pedido: capturas de ecra, registos do servidor Odoo, uma descricao completa de como reproduzir o problema, entre outros. Normalmente, sao necessarios alguns dias uteis para preparar um plano de trabalho para um problema (se for confirmado um erro) ou fornecer orientacoes sobre o que deve ser feito (caso contrario).
Pedidos de recursos públicos e ideias de módulos (desenvolvimento gratuito)
Estamos fortemente motivados para melhorar as nossas ferramentas e ficaríamos gratos por qualquer feedback. Se os seus requisitos forem de utilização pública e puderem ser implementados de forma eficiente, a equipa irá incluí-los na nossa lista de tarefas.
Esta lista de tarefas é processada regularmente e não envolve taxas extra. Embora não possamos prometer prazos e design final, pode ser uma boa forma de obter as características desejadas sem investimentos e riscos.
Não precisa de um número de telefone ou cartão de crédito para entrar em contacto connosco. Deve apenas passar por um breve registo de e-mail, que não demora mais de 30 segundos.
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