Difference between revisions of "Module Agenda"

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= The events (event) =
 
= The events (event) =
Sous Dolibarr, on appelle aussi ces évènements, les actions. Il y a les actions automatiques (créés automatiquement par Dolibarr) et les manuelles (crées explicitement par l'utilisateur).
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In Dolibarr, we also call this events the ''actions''. There is some automatic actions (created automatically by Dolibarr) and manual actions (created explicitly by users).
C'est la vocation même du module Agenda que de gérer ce type d'évènement.
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This is the role of Agenda module to manage this kind of events.
  
 
== Automatic events ==
 
== Automatic events ==
On configure dans le module Agenda, les events que l'on veut voir créer automatiquement dans le calendrier.
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We can setup in the Agenda module, which event we want to create automatically into the calendar.
Les évènements choisis (création facture, validation commande) sont alors sauvés dans le calendriers automatiquement.
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Events chosen (invoice creation, order validation...) are then created automatically into the calendar.
Ils symbolisent une action métier qui vient d'être réalisé. Ils sont donc crées au statut réalisés (pourcentage avancement = 100%).
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So such events are business actions that has just been done. They are created with status realized (percentage of accomplishment = 100%).
La durée de ces évènement est en général de 0 secondes (date de fin = date de début)
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Duration of such events are in general 0 seconds (end date = start date)
  
== Les évènements manuels et rendez-vous ==
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== Manual events and rendez-vous ==
On peut aussi en créer soit même manuellement via les menus sous le menu Agenda.
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You can also create yourself events from Agenda menus.
On peut ainsi Créer, Modifier, Supprimer un évènement (nommé action dans Dolibarr).
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So you create, modify, delete an event (named ''action'' into Dolibarr).
Ces évènements auront une date de début, de fin et un état d'avancement choisi par l'utilisateur qui peut être modifié ultérieurement.
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Such events will have a start date, an end date, an accomplishment percentage, all chosen by user. This properties can also be modified later.
  
 
= Life cycle / Business rules =
 
= Life cycle / Business rules =

Revision as of 12:01, 27 August 2009

Agenda
Numero/ID of module {{{num}}}
User doc. of module This page
Developer doc. of module Module Agenda (developer)

Introduction

The Agenda module is used to add a calendar into Dolibarr and manage things like events and rendez-vous.

Installation

This module is included with the Dolibarr distribution, so there is no need to install it.

Configuration

To use this module, you must first enable it using an administrator account, via the menu option "Home - Setup - Modules".

Choose the tab where the module is listed. Then click on "Activate".

The module is now activated.

If a cog icon appears Cog circle.svg on module thumb or at end of the line of the module, click on it to access the setup page specific to the module.

To know how to setup the module to export Dolibarr agenda events it into the Google agenda, see FAQ Agenda EN.

Definitions

Before to read next chapters, it is important to know the meanings of each terms « Events / Tasks / Journals ». This 3 words often misunderstood are used for different meanings, so it is important to be familiar with them as this words are now used by nearly all ERP. For this, a definition is provided into page Events-Todo-Journal.

The events (event)

In Dolibarr, we also call this events the actions. There is some automatic actions (created automatically by Dolibarr) and manual actions (created explicitly by users). This is the role of Agenda module to manage this kind of events.

Automatic events

We can setup in the Agenda module, which event we want to create automatically into the calendar. Events chosen (invoice creation, order validation...) are then created automatically into the calendar. So such events are business actions that has just been done. They are created with status realized (percentage of accomplishment = 100%). Duration of such events are in general 0 seconds (end date = start date)

Manual events and rendez-vous

You can also create yourself events from Agenda menus. So you create, modify, delete an event (named action into Dolibarr). Such events will have a start date, an end date, an accomplishment percentage, all chosen by user. This properties can also be modified later.

Life cycle / Business rules

To complete

Example of use case

To complete