Module CategorizeAll: Difference between revisions

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Module CategorizeAll (view source)

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==== EASY TO CREATE NEW CATEGORIES ====
===EASY TO CREATE NEW CATEGORIES===
To create categories in Dolibarr, you must register each category and go to each record to link the category. With the CategorizeAll module just a few clicks to create the category and link across all items.
To create categories in Dolibarr, you must register each category and go to each record to link the category. With the CategorizeAll module just a few clicks to create the category and link across all items.


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==== '''JUST 2 STEPS - SET SELECTION CRITERIA AND CREATE CATEGORY''' ====
===JUST 2 STEPS - SET SELECTION CRITERIA AND CREATE CATEGORY===
The possibilities for creating categories are endless, as the criteria are the fields of the Dolibarr database:
The possibilities for creating categories are endless, as the criteria are the fields of the Dolibarr database:


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==== '''SIMPLE PRACTICAL EXAMPLE - CREATING THE CATEGORY "Customers from Brazil"''' ====
==='''SIMPLE PR'''ACTICAL EXAMPLE - CREATING THE CATEGORY "Customers from Brazil"===




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===== MORE... =====
====MORE...====
Easily create Third Party Tags, Products, Contacts, Financial Accounts, Projects, Users and Members in Dolibarr ERP / CRM.
Easily create Third Party Tags, Products, Contacts, Financial Accounts, Projects, Users and Members in Dolibarr ERP / CRM.


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The '''CategorizeAll''' Module is very simple to configure, has only 3 control pages:
The '''CategorizeAll''' Module is very simple to configure, has only 3 control pages:


==<small>Page 1 - Home Page - List Forms</small>==
===<small>Page 1 - Home Page - List Forms</small>===


*The Home Page lists all 7 Dolibarr entities that can be create categories by '''CategorizeAll:'''
*The Home Page lists all 7 Dolibarr entities that can be create categories by '''CategorizeAll:'''
*#Third Party Tags,  
*#Third Party Tags,
*#Products,  
*#Products,
*#Contacts,  
*#Contacts,
*#Financial Accounts,  
*#Financial Accounts,
*#Projects,  
*#Projects,
*#Users,
*#Users,
*#Members
*#Members
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*To '''Create Categorie''' a entitie, just click the pencil on the right form.
*To '''Create Categorie''' a entitie, just click the pencil on the right form.


[[File:HomePage.png|800x800px|HomePage]]
[[File:HomePage.png|1153x1153px|HomePage]]


==<small>Page 2 - List All Criteria to Create Categorie</small>==  
===<small>Page 2 - Create New Categorie (Step 1 - Create Criteria)</small>===  
   
   
*In this example, we click on the '''Home Page''' in the '''Product-Service''' entitie.
*In this example, we click on the '''Home Page''' in the '''Product-Service''' entitie.
*This page only displays fields with default values that have already been set in Dolibarr. All fields of the entitie are displayed on this page.
*This page only displays fields with default values that have already been set in Dolibarr. All fields of the entitie are displayed on this page.
*'''Extrafields''' that were created for this module will be inserted automatically when you open the page.
*To view Help mouse over in i


1 - '''Extrafields''' that were created for this module will be inserted automatically when you open the page.
[[File:Page2.png|1148x1148px|Form]]


[[Image:Pagina2.png|800px|Form]]
In this example, to create a "Product-Service" category of type "Best Sellers 2019", simply:


'''Presentation the table: '''
Step 1- On the Categories / Create Category Name and Criteria Page -> Click Create New Category,
The fields are listed in the columns as follows:
 
      1-> '''Name the category''' -> Best Sellers 2019
 
      2 -> In the Available Criteria Table -> In the "Invoices-Customer" field, fill in the fields as the picture, and
 
3-> click on the Arrow -> (Insert)
 
4-> Check Criteria


*'''Name''': Field Name
      5 -> Click on -> Submit (Defined Criteria)
*'''Situation''': Current field status - Can be Visible, Invisible, Disabled, or Required.
*'''Default Value''': Value set to appear as default for the field (text fields, checkbox, selects, textarea).
*'''Tag''': New Name Defined for Field
*'''Auxiliary List''': List of Text separated by line breaks that can be added in any text field or textarea.
*'''Help Text''': Help text that appears when you approach the mouse.


==<small>Page 3 - Customizing a form field</small>==  
=== <small>Page 2 - List All Criteria to Create Categories  (Step 2 - Configure and Create Categorie)</small> ===
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In this example, we click in the '''New Commercial Proposal - Customer''' form (Page 1) and after we click on the '''Customer''' field (Page 2).
[[File:Page2-Step2.png|none|thumb|1163x1163px]]
Step 2- On the Categories / Check Criteria Page and Create or Update Category -> Click ->  (0)Criteria List,


===To apply module functionality to the form example:===
      2.1 -> Click on Created Category or  (1)Tag Button
[[File:Page 2 Step 3.png|none|thumb|1141x1141px]]


*'''To Hide fields:'''
**Click in the combo box '''Define Visibility and Mandatory'''  and select '''Invisible''' option;


*'''To Make fields as mandatory''' (Javascript):
      2.2 -> In the field "Result" -> Check Selected Items Match
**Click in the combo box '''Define Visibility and Mandatory'''  and select '''Required''' option;


*'''To Disable field:'''
      2.3 -> [If Third Party Form] -> In the "Category Type" -> Inform if you are a customer or supplier.
**Click in the combo box '''Define Visibility and Mandatory'''  and select '''Disable''' option;


*'''To Define default values''' for field (texts, lists, html, selection and categories):
      2.4 -> In the field "Color" -> (0) Define a color for this category
**Click in the combo box '''Set Default Value'''  and select the desired option (Dolibarr options to combo box and checkbox, other field type only write the text to default value);


*'''To Change the presented name of the field''' without changing the translations:
      2.5 -> Click on the "Create New Category" button (1)-Created Category
**Digit new name text to '''Modify Field Name;'''
[[File:Page2 - Step 4.png|none|thumb|1181x1181px]]
2.6 -> Click on the "Category List" button -> The category is created and links to reports and lists are available to access
[[File:Page2 - Step5.png|none|thumb|1166x1166px]]


*'''To Create auxiliary lists''' of preformatted texts and phrases to easily insert into the fields (text, html):
**Digit  List of Text separated by line breaks that can be added in any text field or textarea in '''Create Auxiliary List to insert into text or HTML fields''';


*'''To Create tooltip''' with instructions on the fields:
**Digit html text to '''Create Tooltip with Help Info;'''  


[[Image:Pagina3.png|800px|CustomizeForms]]
===To create Headers and Footers on a form:===


1- Choose the form on the home page of the module (Page 1);


2- In the chosen form, click in the Header or Footer field (Page 2);


3- In Page 3:


*Click in the combo box '''Define Visibility and Mandatory'''  and select '''Visible''' option;
*Digit new name text to '''Modify Field Name''', this field is a name of Header/Footer in the left table form;
*Digit html text  in the field '''Set Default Value''' , this field is a content of Header/Footer in the right table form;


=<small>Prerequisites</small>=  
=<small>Prerequisites</small>=  
Paulorcdo
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