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  1. ============================
  2. Manage model export profiles
  3. ============================
  4. .. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
  5. !! This file is generated by oca-gen-addon-readme !!
  6. !! changes will be overwritten. !!
  7. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
  8. .. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
  9. :target: https://odoo-community.org/page/development-status
  10. :alt: Beta
  11. .. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
  12. :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
  13. :alt: License: AGPL-3
  14. .. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fserver--ux-lightgray.png?logo=github
  15. :target: https://github.com/OCA/server-ux/tree/11.0/base_export_manager
  16. :alt: OCA/server-ux
  17. .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
  18. :target: https://translation.odoo-community.org/projects/server-ux-11-0/server-ux-11-0-base_export_manager
  19. :alt: Translate me on Weblate
  20. .. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
  21. :target: https://runbot.odoo-community.org/runbot/250/11.0
  22. :alt: Try me on Runbot
  23. |badge1| |badge2| |badge3| |badge4| |badge5|
  24. This module extends the export capability:
  25. 1. It allows an admin to manage export profiles (``ir.exports``) that
  26. Odoo stores internally but does not show anywhere.
  27. 2. It also adds a new column to access rights to enable/disable export and
  28. override the export method to check if the user is allowed to export. Export
  29. is enabled by default.
  30. **Table of contents**
  31. .. contents::
  32. :local:
  33. Configuration
  34. =============
  35. * Activate the developer mode
  36. * Go to Settings > Users > Groups to select a user group
  37. * Edit the group and go to the Access Rights tab
  38. * Uncheck the "Export Access" box on the object of your choice and save
  39. You can also go to Settings > Technical > Security > Access Rights.
  40. Usage
  41. =====
  42. You can create the export profiles as you are used to:
  43. * Go to any list view.
  44. * Check some records.
  45. * Press *More > Export*.
  46. * Use the wizard to choose the columns to export.
  47. * Press *Save fields list*.
  48. * Give it a name.
  49. * Press *OK*.
  50. To manage export profiles, you need to:
  51. * Go to *Settings > Technical > User Interface > Export Profiles*.
  52. * Create a new one.
  53. * Choose a name.
  54. * Choose a model (table in the database).
  55. * Choose the fields to export.
  56. * If you choose a related field, you can choose also up to 4 levels of
  57. subfields.
  58. * You can drag & drop to reorder the fields.
  59. To use one of those profiles, you need to:
  60. * Go to any list view.
  61. * Check some records.
  62. * Press *More > Export*.
  63. * Choose your saved export from *Saved exports*.
  64. * Press *Export to file*.
  65. Once you have configured groups who cannot export an object:
  66. * Connect as a user of this group
  67. * Go to the list view of the object you disabled the export
  68. * Select records and open the Action menu. The "Export" is not there.
  69. Known issues / Roadmap
  70. ======================
  71. * Translated labels are not used in final exported file.
  72. Bug Tracker
  73. ===========
  74. Bugs are tracked on `GitHub Issues <https://github.com/OCA/server-ux/issues>`_.
  75. In case of trouble, please check there if your issue has already been reported.
  76. If you spotted it first, help us smashing it by providing a detailed and welcomed
  77. `feedback <https://github.com/OCA/server-ux/issues/new?body=module:%20base_export_manager%0Aversion:%2011.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
  78. Do not contact contributors directly about support or help with technical issues.
  79. Credits
  80. =======
  81. Authors
  82. ~~~~~~~
  83. * Tecnativa
  84. * LasLabs
  85. * Ursa Information Systems
  86. Contributors
  87. ~~~~~~~~~~~~
  88. * Javier Iniesta <javieria@antiun.com>
  89. * Antonio Espinosa <antonio.espinosa@tecnativa.com>
  90. * Rafael Blasco <rafael.blasco@tecnativa.com>
  91. * Jairo Llopis <jairo.llopis@tecnativa.com>
  92. * Dave Lasley <dave@laslabs.com>
  93. * Sandip Mangukiya <smangukiya@ursainfosystems.com>
  94. * Maxime Chambreuil <mchambreuil@ursainfosystems.com>
  95. Maintainers
  96. ~~~~~~~~~~~
  97. This module is maintained by the OCA.
  98. .. image:: https://odoo-community.org/logo.png
  99. :alt: Odoo Community Association
  100. :target: https://odoo-community.org
  101. OCA, or the Odoo Community Association, is a nonprofit organization whose
  102. mission is to support the collaborative development of Odoo features and
  103. promote its widespread use.
  104. This module is part of the `OCA/server-ux <https://github.com/OCA/server-ux/tree/11.0/base_export_manager>`_ project on GitHub.
  105. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.