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| =<small>Pages</small>= | | =<small>Pages</small>= |
− | The '''CategorizeAll''' Module is very simple to configure, has only 2 control pages: | + | The '''CategorizeAll''' Module is very simple to use, has only 2 control pages: |
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| ===<small>Page 1 - Home Page - List Entities</small>=== | | ===<small>Page 1 - Home Page - List Entities</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. | + | *'''Avaliable Criteria area -''' This area display all fields of the entitie (Product-Service in example) with values that have already been set in Dolibarr. |
− | *'''Extrafields''' that were created for this module will be inserted automatically when you open the page. | + | *Extrafields that were created for this module will be inserted automatically when you open the page. |
− | *To view Help mouse over in i | + | *To view helps tap in ( i ) |
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| [[File:Print1.5.png|1148x1148px|Form]] | | [[File:Print1.5.png|1148x1148px|Form]] |
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| Step 2- On the Categories / Check Criteria Page and Create or Update Category -> Click -> (0)Criteria List, | | Step 2- On the Categories / Check Criteria Page and Create or Update Category -> Click -> (0)Criteria List, |
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− | 2.1 -> Click on Created Category or (1)Tag Button | + | 2.1 -> Click on Created Category or (1)Tag Button; |
− | [[File:Page 2 Step 3.png|none|thumb|1141x1141px]] | + | |
| + | * To '''clone''' this Criteria, click in pencil icon, rename and save; |
| + | * To '''delete''' this Criteria, click in ( x ) icon; |
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| + | <br />[[File:Page 2 Step 3.png|none|thumb|1141x1141px]] |
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| [[File:Page2 - Step 4.png|none|thumb|1181x1181px]] | | [[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 | | 2.6 -> Click on the "Category List" button -> The category is created and links to reports and lists are available to access |
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| + | * To '''access''' the '''Report 1 - View Sales Customer''', click in dollar icon; |
| + | * To '''access''' the '''Report 2 - View Categorie''', click in doc icon; |
| + | * To '''access''' the '''Report 3 - View List Of Third Parties''', click in search icon; |
| + | * To '''view''' this Criteria, click in tag icon; |
| + | * To '''delete''' this Criteria, click in ( x ) icon; |
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| ===Links To Reports Native Dolibarr Customized By Categorizeall=== | | ===Links To Reports Native Dolibarr Customized By Categorizeall=== |
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| [[File:Page2 - Step5.png|none|thumb|1166x1166px]] | | [[File:Page2 - Step5.png|none|thumb|1166x1166px]] |
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− | ====Report 3 View List Of Third Parties==== | + | ====Report 3 - View List Of Third Parties==== |
| [[File:Print22 - Report.png|none|thumb|1147x1147px]]<br /> | | [[File:Print22 - Report.png|none|thumb|1147x1147px]]<br /> |
| ===Simple Practical Example - Creating The Category "Customers From Brazil"=== | | ===Simple Practical Example - Creating The Category "Customers From Brazil"=== |