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Merge PR #1116 into 18.0
Signed-off-by legalsylvain
2 parents 42bfaf6 + 4e17c39 commit 4036ecf

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- In developer mode, go to *Settings / Technical / Actions / Server Actions*
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- Create a new server action
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- Name the server action (ie. *Product Template Category Mass Editing*)
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- Choose Type *Mass Edit Records*
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- Select the model
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- Add the security groups allowed to use this action
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- Add the fields you want to be mass edited
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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.*
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![OCA Mass Editing Menu](../static/description/18-OCA_Mass_Edit_Menu.png)
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![Configuration](../static/description/mass_editing_form.png)
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In the field *Type,* choose the new option *Mass Edit Records*.
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![OCA Mass Editing Type](../static/description/18-OCA_Mass_Edit_Type.png)
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- *Add Action*: Click on *Create Contextual Action* to add mass editing
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in *Action* menu.
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Select the model on which you want to configure this action and give a name to your server action.
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**Options**
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TIP\!
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Name your action “*Mass Edit : Object Functional Name*
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E.g. *Mass Edit : Contact (or Partner)*
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![OCA Mass Editing Model](../static/description/18-OCA_Mass_Edit_Model.png)
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- You can setup the widget option to be displayed (ie many2many_tags, selection_image...)
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- You can tick Apply Domain allowing you to limit the mass editing action with a domain.
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- You can add an extra message that will be displayed in the wizard.
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Add the fields you want to be able to edit.
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You can search and filter all the fields available by clicking on *Search more.*
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![OCA Mass Editing Field](../static/description/18-OCA_Mass_Edit_Field.png)
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![OCA Mass Editing Field Filter](../static/description/18-OCA_Mass_Edit_Field_Filter.png)
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Click on *Create Contextual Action* to add the Mass Editing action in the *Action* menu.
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![OCA Mass Editing Create Contextual Action](../static/description/18-OCA_Mass_Edit_Create_Action.png)
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## Widget Option
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This option allows you to choose the widget to be used in the Mass Editing Action Window.
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![OCA Mass Editing Widget](../static/description/18-OCA_Mass_Edit_Widget.png)
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## Apply Domain
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This option allows you to apply the default Domain related to the selected field.
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![OCA Mass Editing Domain](../static/description/18-OCA_Mass_Edit_Domain.png)
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### Adding a Message
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You can add a *“Message”* to guide the users when using this action.
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![OCA Mass Editing Message](../static/description/18-OCA_Mass_Edit_Message.png)
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## Adding security access group
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Go to the field *Allowed Groups* and add the Access Group(s) who can use this action.
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![OCA Mass Editing Security](../static/description/18-OCA_Mass_Edit_Security.png)
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![OCA Mass Editing Securtiy Groups](../static/description/18-OCA_Mass_Edit_Security_Groups.png)
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![Odoo Mass Editing Security Result](../static/description/18-OCA_Mass_Edit_Security_Result.png)
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Now, only users from those groups will be able to see and use this action.
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## Context
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### Difference in comparison to the Odoo Feature**
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Since Odoo V13, a limited *Mass Editing* feature is available in Odoo CE.
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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.
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![Odoo Mass Editing](../static/description/18-Odoo_Mass_Edit.png)
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![Odoo Mass Editing Confirmation](../static/description/18-Odoo_Mass_Edit_Confirmation.png)
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![Odoo Mass Editing Result](../static/description/18-Odoo_Mass_edit_Result.png)
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This module provides the following extra features :
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* Mass edit *many fields* in a single action
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* Add an access group to the *Mass Edit Action* to limit the usage of this action to specific users.
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* Filter the records the user can mass update
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* Mass edit any fields with any widget. (For example color fields, image fields, etc...)
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## Use Case
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It can be useful to be able to edit the value of one or more fields on multiple records at the same time easily.
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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.
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Another example would be to give access to specific users, using access groups, to mass edit some fields on the invoices.
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This module allows to edit several records at the same time in any Odoo model
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**Difference in comparison to the Odoo Feature**
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Since Odoo V13, a limited "mass Editing feature" is available in Odoo
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CE.
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This module provides the following extra features that are not in the
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Core for the time being:
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- Possibility to mass edit many fields in a single action
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- Possibility to add a group to limit the usage of this function to
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given people
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- Possibility to filter the items the user can mass update
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- Possibility to mass edit any fields with any widget. (For exemple
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color fields, image fields, etc...)
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This module allows to edit several records at the same time in any Odoo model.
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## V11 to V13 Access
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The module was previously named `mass_editing` (from v6.1 to version 15)
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See : https://odoo-community.org/shop/mass-editing-1568?search=mass_editing#attr=5526
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From version 16+, it is named `server_action_mass_edit`
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See: https://odoo-community.org/shop/mass-editing-11388?search=server_action_mass_edit#attr=22115
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### Access to the feature in V11 to V13
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As a user from the access group *Administration / Settings*, go to *Settings / Mass Operations / Mass Editing.*
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![OCA Mass Editing Access V11 to V13](../static/description/OCA_mass_edit_v11_v13.png)
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