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| <br /> | | <br /> |
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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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| <br /> | | <br /> |
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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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| <br /> | | <br /> |
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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: |
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− | ==<small>Page 1 - Home Page - List Forms</small>== | + | ===<small>Page 1 - Home Page - List Forms</small>=== |
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| *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. |
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− | [[File:HomePage.png|800x800px|HomePage]] | + | [[File:HomePage.png|1153x1153px|HomePage]] |
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− | ==<small>Page 2 - List All Criteria to Create Categorie</small>== | + | ===<small>Page 2 - Create New Categorie (Step 1 - Create Criteria)</small>=== |
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| *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 |
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− | 1 - '''Extrafields''' that were created for this module will be inserted automatically when you open the page.
| + | [[File:Page2.png|1148x1148px|Form]] |
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− | [[Image:Pagina2.png|800px|Form]]
| + | In this example, to create a "Product-Service" category of type "Best Sellers 2019", simply: |
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− | '''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:
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| + | 1-> '''Name the category''' -> Best Sellers 2019 |
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| + | 2 -> In the Available Criteria Table -> In the "Invoices-Customer" field, fill in the fields as the picture, and |
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| + | 3-> click on the Arrow -> (Insert) |
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| + | 4-> Check Criteria |
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− | *'''Name''': Field Name
| + | 5 -> Click on -> Submit (Defined Criteria) |
− | *'''Situation''': Current field status - Can be Visible, Invisible, Disabled, or Required.
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− | *'''Default Value''': Value set to appear as default for the field (text fields, checkbox, selects, textarea).
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− | *'''Tag''': New Name Defined for Field
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− | *'''Auxiliary List''': List of Text separated by line breaks that can be added in any text field or textarea.
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− | *'''Help Text''': Help text that appears when you approach the mouse.
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− | ==<small>Page 3 - Customizing a form field</small>== | + | === <small>Page 2 - List All Criteria to Create Categories (Step 2 - Configure and Create Categorie)</small> === |
− |
| + | <br /> |
− | 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, |
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− | ===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]] |
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− | *'''To Hide fields:'''
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− | **Click in the combo box '''Define Visibility and Mandatory''' and select '''Invisible''' option;
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− | *'''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;
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− | *'''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;
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− | *'''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);
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− | *'''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]] |
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− | *'''To Create auxiliary lists''' of preformatted texts and phrases to easily insert into the fields (text, html):
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− | **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''';
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− | *'''To Create tooltip''' with instructions on the fields:
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− | **Digit html text to '''Create Tooltip with Help Info;'''
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− |
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− | [[Image:Pagina3.png|800px|CustomizeForms]]
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− | ===To create Headers and Footers on a form:===
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− | 1- Choose the form on the home page of the module (Page 1);
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− | 2- In the chosen form, click in the Header or Footer field (Page 2);
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− | 3- In Page 3:
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− | *Click in the combo box '''Define Visibility and Mandatory''' and select '''Visible''' option;
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− | *Digit new name text to '''Modify Field Name''', this field is a name of Header/Footer in the left table form;
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− | *Digit html text in the field '''Set Default Value''' , this field is a content of Header/Footer in the right table form;
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| =<small>Prerequisites</small>= | | =<small>Prerequisites</small>= |