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Module CategorizeAll: Difference between revisions
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=<small>Pages</small>= | =<small>Pages</small>= | ||
The '''CategorizeAll''' Module is very simple to | The '''CategorizeAll''' Module is very simple to use, has only 2 control pages: | ||
===<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 | *'''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. | ||
*To view | *To view helps tap in ( i ) | ||
[[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, | ||
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; | |||
<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 | ||
* 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; | |||
===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]] | ||
====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"=== | ||