Metadata-Version: 2.1
Name: odoo-addon-server_action_mass_edit
Version: 18.0.1.1.3
Requires-Python: >=3.10
Requires-Dist: odoo==18.0.*
Summary: Mass Editing
Home-page: https://github.com/OCA/server-ux
License: AGPL-3
Author: =?utf-8?q?Serpent_Consulting_Services_Pvt=2E_Ltd=2E=2C_Tecnativa=2C_GRAP=2C_Iv=C3=A1n_Todorovich=2C_Odoo_Community_Association_=28OCA=29?=
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 18.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Description-Content-Type: text/x-rst

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============
Mass Editing
============

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This module allows to edit several records at the same time in any Odoo
model.

**Table of contents**

.. contents::
   :local:

Use Cases / Context
===================

Context
-------

Difference in comparison to the Odoo Feature*\*
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Since Odoo V13, a limited *Mass Editing* feature is available in Odoo
CE.

In the list view, when selecting multiple records, you can edit a field.
Then, the system will ask you if you want to apply those changes on all
selected records. |Odoo Mass Editing| |Odoo Mass Editing Confirmation|
|Odoo Mass Editing Result|

This module provides the following extra features :

- Mass edit *many fields* in a single action
- Add an access group to the *Mass Edit Action* to limit the usage of
  this action to specific users.
- Filter the records the user can mass update
- Mass edit any fields with any widget. (For example color fields, image
  fields, etc...)

Use Case
--------

It can be useful to be able to edit the value of one or more fields on
multiple records at the same time easily.

For example, if I want to identify some contacts as *Customers,* I need
to change the value of the field ``customer_rank`` from 0 to 1. This
field is not visible on the form view of a *Contact* so the only way to
do it (without this module) would be to export the list and import the
edited file.

Another example would be to give access to specific users, using access
groups, to mass edit some fields on the invoices.

.. |Odoo Mass Editing| image:: https://raw.githubusercontent.com/OCA/server-ux/18.0/server_action_mass_edit/static/description/18-Odoo_Mass_Edit.png
.. |Odoo Mass Editing Confirmation| image:: https://raw.githubusercontent.com/OCA/server-ux/18.0/server_action_mass_edit/static/description/18-Odoo_Mass_Edit_Confirmation.png
.. |Odoo Mass Editing Result| image:: https://raw.githubusercontent.com/OCA/server-ux/18.0/server_action_mass_edit/static/description/18-Odoo_Mass_edit_Result.png

Configuration
=============

As a user from the access group *Administration / Settings*, in debug
mode, go to *Settings / Technical / Actions / Server Actions* and create
a new *Server Action.* |OCA Mass Editing Menu|

In the field *Type,* choose the new option *Mass Edit Records*. |OCA
Mass Editing Type|

Select the model on which you want to configure this action and give a
name to your server action.

| TIP!
| Name your action “\ *Mass Edit : Object Functional Name*\ ”
| E.g. *Mass Edit : Contact (or Partner)* |OCA Mass Editing Model|

Add the fields you want to be able to edit.

You can search and filter all the fields available by clicking on
*Search more.* |OCA Mass Editing Field| |OCA Mass Editing Field Filter|

Click on *Create Contextual Action* to add the Mass Editing action in
the *Action* menu. |OCA Mass Editing Create Contextual Action|

Widget Option
-------------

This option allows you to choose the widget to be used in the Mass
Editing Action Window. |OCA Mass Editing Widget|

Apply Domain
------------

This option allows you to apply the default Domain related to the
selected field. |OCA Mass Editing Domain|

Adding a Message
~~~~~~~~~~~~~~~~

You can add a *“Message”* to guide the users when using this action.
|OCA Mass Editing Message|

Adding security access group
----------------------------

Go to the field *Allowed Groups* and add the Access Group(s) who can use
this action. |OCA Mass Editing Security| |OCA Mass Editing Securtiy
Groups| |Odoo Mass Editing Security Result|

Now, only users from those groups will be able to see and use this
action.

.. |OCA Mass Editing Menu| image:: https://raw.githubusercontent.com/OCA/server-ux/18.0/server_action_mass_edit/static/description/18-OCA_Mass_Edit_Menu.png
.. |OCA Mass Editing Type| image:: https://raw.githubusercontent.com/OCA/server-ux/18.0/server_action_mass_edit/static/description/18-OCA_Mass_Edit_Type.png
.. |OCA Mass Editing Model| image:: https://raw.githubusercontent.com/OCA/server-ux/18.0/server_action_mass_edit/static/description/18-OCA_Mass_Edit_Model.png
.. |OCA Mass Editing Field| image:: https://raw.githubusercontent.com/OCA/server-ux/18.0/server_action_mass_edit/static/description/18-OCA_Mass_Edit_Field.png
.. |OCA Mass Editing Field Filter| image:: https://raw.githubusercontent.com/OCA/server-ux/18.0/server_action_mass_edit/static/description/18-OCA_Mass_Edit_Field_Filter.png
.. |OCA Mass Editing Create Contextual Action| image:: https://raw.githubusercontent.com/OCA/server-ux/18.0/server_action_mass_edit/static/description/18-OCA_Mass_Edit_Create_Action.png
.. |OCA Mass Editing Widget| image:: https://raw.githubusercontent.com/OCA/server-ux/18.0/server_action_mass_edit/static/description/18-OCA_Mass_Edit_Widget.png
.. |OCA Mass Editing Domain| image:: https://raw.githubusercontent.com/OCA/server-ux/18.0/server_action_mass_edit/static/description/18-OCA_Mass_Edit_Domain.png
.. |OCA Mass Editing Message| image:: https://raw.githubusercontent.com/OCA/server-ux/18.0/server_action_mass_edit/static/description/18-OCA_Mass_Edit_Message.png
.. |OCA Mass Editing Security| image:: https://raw.githubusercontent.com/OCA/server-ux/18.0/server_action_mass_edit/static/description/18-OCA_Mass_Edit_Security.png
.. |OCA Mass Editing Securtiy Groups| image:: https://raw.githubusercontent.com/OCA/server-ux/18.0/server_action_mass_edit/static/description/18-OCA_Mass_Edit_Security_Groups.png
.. |Odoo Mass Editing Security Result| image:: https://raw.githubusercontent.com/OCA/server-ux/18.0/server_action_mass_edit/static/description/18-OCA_Mass_Edit_Security_Result.png

Usage
=====

- *Go for Mass Editing*: select the records which you want to modify and
  click on *Action* to open mass editing popup.

|Action|

- Select *Set / Remove* action and write down the value to set or remove
  the value for the given field.

|Wizard Form|

- This way you can set / remove the values of the fields.

|Wizard Result|

.. |Action| image:: https://raw.githubusercontent.com/OCA/server-ux/18.0/server_action_mass_edit/static/description/mass_editing-item_tree.png
.. |Wizard Form| image:: https://raw.githubusercontent.com/OCA/server-ux/18.0/server_action_mass_edit/static/description/mass_editing-wizard_form.png
.. |Wizard Result| image:: https://raw.githubusercontent.com/OCA/server-ux/18.0/server_action_mass_edit/static/description/mass_editing-item_tree-result.png

Known issues / Roadmap
======================

- Auto add fields that are used in related domains if apply_domain=True

Changelog
=========

V11 to V13 Access
-----------------

The module was previously named ``mass_editing`` (from v6.1 to version
15) See :
https://odoo-community.org/shop/mass-editing-1568?search=mass_editing#attr=5526

From version 16+, it is named ``server_action_mass_edit`` See:
https://odoo-community.org/shop/mass-editing-11388?search=server_action_mass_edit#attr=22115

Access to the feature in V11 to V13
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

As a user from the access group *Administration / Settings*, go to
*Settings / Mass Operations / Mass Editing.* |OCA Mass Editing Access
V11 to V13|

.. |OCA Mass Editing Access V11 to V13| image:: https://raw.githubusercontent.com/OCA/server-ux/18.0/server_action_mass_edit/static/description/OCA_mass_edit_v11_v13.png

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/server-ux/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 <https://github.com/OCA/server-ux/issues/new?body=module:%20server_action_mass_edit%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* Serpent Consulting Services Pvt. Ltd.
* Tecnativa
* GRAP
* Iván Todorovich

Contributors
------------

- Oihane Crucelaegui <oihanecrucelaegi@gmail.com>
- Serpent Consulting Services Pvt. Ltd. <support@serpentcs.com>
- Jay Vora <jay.vora@serpentcs.com>
- Juan Negrete <jnegrete@casasalce.com>
- Raul Martin <raul.martin@braintec-group.com>
- Aitor Bouzas <aitor.bouzas@adaptivecity.com>
- Sylvain LE GAL (https://twitter.com/legalsylvain)
- Iván Todorovich <ivan.todorovich@gmail.com>
- `Tecnativa <https://www.tecnativa.com>`__

  - Jairo Llopis
  - Víctor Martínez

- Tatiana Deribina <tatiana.deribina@spritnit.fi>
- Tris Doan <tridm@trobz.com>

Other credits
-------------

The migration of this module from 17.0 to 18.0 was financially supported
by Camptocamp.

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.

This module is part of the `OCA/server-ux <https://github.com/OCA/server-ux/tree/18.0/server_action_mass_edit>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
