@ -11,11 +11,11 @@ For reporting, also call `export_xlsx(...)` but through following method
After install this module, go to Settings > Excel Import/Export > XLSX Templates, this is where the key component located.
After install this module, go to Settings > Excel Import/Export > XLSX Templates, this is where the key component located.
As this module provide tools, it is best to explain as use cases. For example use cases, please install **excel_import_export_sample**
As this module provide tools, it is best to explain as use cases. For example use cases, please install **excel_import_export_demo**
**Use Case 1:** Export/Import Excel on existing document
**Use Case 1:** Export/Import Excel on existing document
This add export/import action menus in existing document (example - excel_import_export_sample/import_export_sale_order)
This add export/import action menus in existing document (example - excel_import_export_demo/import_export_sale_order)
1. Create export action menu on document, <act_window> with res_model="export.xlsx.wizard" and src_model="<document_model>", and context['template_domain'] to locate the right template -- actions.xml
1. Create export action menu on document, <act_window> with res_model="export.xlsx.wizard" and src_model="<document_model>", and context['template_domain'] to locate the right template -- actions.xml
2. Create import action menu on document, <act_window> with res_model="import.xlsx.wizard" and src_model="<document_model>", and context['template_domain'] to locate the right template -- action.xml
2. Create import action menu on document, <act_window> with res_model="import.xlsx.wizard" and src_model="<document_model>", and context['template_domain'] to locate the right template -- action.xml
@ -24,7 +24,7 @@ This add export/import action menus in existing document (example - excel_import
**Use Case 2:** Import Excel Files
**Use Case 2:** Import Excel Files
With menu wizard to create new documents (example - excel_import_export_sample/import_sale_orders)
With menu wizard to create new documents (example - excel_import_export_demo/import_sale_orders)
1. Create report menu with search wizard, res_model="import.xlsx.wizard" and context['template_domain'] to locate the right template -- menu_action.xml
1. Create report menu with search wizard, res_model="import.xlsx.wizard" and context['template_domain'] to locate the right template -- menu_action.xml
2. Create Excel Template File (.xlsx), in the template, name the underlining tab used for import -- <import file>.xlsx
2. Create Excel Template File (.xlsx), in the template, name the underlining tab used for import -- <import file>.xlsx
@ -32,7 +32,7 @@ With menu wizard to create new documents (example - excel_import_export_sample/i
**Use Case 3:** Create Excel Report
**Use Case 3:** Create Excel Report
This create report menu with criteria wizard. (example - excel_import_export_sample/report_sale_order)
This create report menu with criteria wizard. (example - excel_import_export_demo/report_sale_order)
1. Create report's menu, action, and add context['template_domain'] to locate the right template for this report -- <report>.xml
1. Create report's menu, action, and add context['template_domain'] to locate the right template for this report -- <report>.xml
2. Create report's wizard for search criteria. The view inherits ``excel_import_export.xlsx_report_view`` and mode="primary". In this view, you only need to add criteria fields, the rest will reuse from interited view -- <report.xml>
2. Create report's wizard for search criteria. The view inherits ``excel_import_export.xlsx_report_view`` and mode="primary". In this view, you only need to add criteria fields, the rest will reuse from interited view -- <report.xml>