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1 | | -- In developer mode, go to *Settings / Technical / Actions / Server Actions* |
2 | | -- Create a new server action |
3 | | -- Name the server action (ie. *Product Template Category Mass Editing*) |
4 | | -- Choose Type *Mass Edit Records* |
5 | | -- Select the model |
6 | | -- Add the security groups allowed to use this action |
7 | | -- Add the fields you want to be mass edited |
| 1 | +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.* |
| 2 | + |
8 | 3 |
|
9 | | - |
| 4 | +In the field *Type,* choose the new option *Mass Edit Records*. |
| 5 | + |
10 | 6 |
|
11 | | -- *Add Action*: Click on *Create Contextual Action* to add mass editing |
12 | | - in *Action* menu. |
| 7 | +Select the model on which you want to configure this action and give a name to your server action. |
13 | 8 |
|
14 | | -**Options** |
| 9 | +TIP\! |
| 10 | +Name your action “*Mass Edit : Object Functional Name*” |
| 11 | +E.g. *Mass Edit : Contact (or Partner)* |
| 12 | + |
15 | 13 |
|
16 | | -- You can setup the widget option to be displayed (ie many2many_tags, selection_image...) |
17 | | -- You can tick Apply Domain allowing you to limit the mass editing action with a domain. |
18 | | -- You can add an extra message that will be displayed in the wizard. |
| 14 | +Add the fields you want to be able to edit. |
| 15 | + |
| 16 | +You can search and filter all the fields available by clicking on *Search more.* |
| 17 | + |
| 18 | + |
| 19 | + |
| 20 | +Click on *Create Contextual Action* to add the Mass Editing action in the *Action* menu. |
| 21 | + |
| 22 | + |
| 23 | + |
| 24 | +## Widget Option |
| 25 | + |
| 26 | +This option allows you to choose the widget to be used in the Mass Editing Action Window. |
| 27 | + |
| 28 | + |
| 29 | +## Apply Domain |
| 30 | + |
| 31 | +This option allows you to apply the default Domain related to the selected field. |
| 32 | + |
| 33 | + |
| 34 | +### Adding a Message |
| 35 | + |
| 36 | +You can add a *“Message”* to guide the users when using this action. |
| 37 | + |
| 38 | + |
| 39 | +## Adding security access group |
| 40 | + |
| 41 | +Go to the field *Allowed Groups* and add the Access Group(s) who can use this action. |
| 42 | + |
| 43 | + |
| 44 | + |
| 45 | + |
| 46 | +Now, only users from those groups will be able to see and use this action. |
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