Module CategorizeAll

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Revision as of 21:28, 3 January 2020 by Paulorcdo (talk | contribs) (Primeira fase)
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Informations

Module name CustomizeForms
Editor / Editeur paulorcdo - https://www.trucolivre.com.br/dolibarr/
Download or buy page / Page achat ou téléchargement On [1]
Status / Statut / Estado Stable
Prerequisites / Prérequis Dolibarr min version 9.0   
Last update date / Date mise à jour fiche / Fecha última actualización 2020-01-3
Note / Nota Module CustomizeForms

Logo

Features

CategorizeAll allows the management of categories in Dolibarr. Create and apply categories (tags) to all items with just a few clicks.

For customers and products, you can also categorize quantities and values for budgets, orders, and invoices. Centralizes access to Reports and Category Lists.

Allows you to access sales reports and category lists in the same environment.

CategorizeAll makes it easy to select items in reports, listings, mailing submissions and all system operations, as well as providing a simple method of identifying and analyzing the system database.

CategorizeAll is a module that helps add one more label to your Dolibarr ERP / CRM. It is the acronym ECR - Efficient Consumer Response, which is a broad strategy of adding value to companies' products and services. One of the key processes for implementing this continuous improvement is "Category Management" which, in short, proposes a broad categorization of business information and its use in all business processes. CategorizeAll facilitates category management in Dolibarr by centralizing the creation and access to sales lists and reports.


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.

CategorizeAll presents all table fields that have categories (Third Party, Products, Contacts, Financial Accounts, Projects, Users and Members) and allows to use as selection criteria in the search of the items.

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:

In the text fields it allows searching by word or phrase through the Contain / Not Contain operations;

In the selection and checkbox fields, the system options are available to perform the search through Equal / Different operations;

In the value and date fields, the value and date range fields are available for searching through the Interval / Out of Interval operations;

In the budget, order, and invoice fields, you make available the types (values ​​or quantities), value and quantity range fields, date range fields, and situations (draft, validated, signed, paid, and canceled) to perform the search via of operations In Range / Out of Range / With records in table / No records in table;

* CategorizeAll allows recursive use of categories, ie a new category can use other existing categories as criteria.

* Criteria may be combined.

SIMPLE PRACTICAL EXAMPLE - CREATING THE CATEGORY "Customers from Brazil"

For example, to create a "Third Party" category of type "Customers from Brazil", simply:

Step 0- On Home -> Click on Third Party Form

Step 1- On the Categories / Create Category Name and Criteria Page -> Click Create New Category,

      1.1 -> Name the category -> Customers from Brazil

      1.2 -> In the Available Criteria Table -> In the "Country" field select -> Brazil and click on the Arrow -> (Insert)

      1.3 -> Click on -> Submit (Defined Criteria)

Step 2- On the Categories / Check Criteria Page and Create or Update Category -> Click -> Criteria List,

      2.1 -> Click on Created Category or Tag Button

      2.2 -> In the field "Result" -> Check Selected Items Match

      2.3 -> [If Third Party Form] -> In the "Category Type" -> Inform if you are a customer or supplier.

      2.4 -> In the field "Color" -> Define a color for this category

      2.5 -> Click on the "Create New Category" button (Created Category)

      2.6 -> Click on the "Category List" button -> The category is created and links to reports and lists are available to access.

     

MORE...

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

For third parties and products, you can also categorize quantities and values ​​in budgets, orders, and invoices from Customers and Suppliers.

Access Customer and Product / Service sales reports in one click!

Access the Categorized Item lists in one click!

In just a few clicks you can create and update all categories.

Install

1- To Install the module, simply unzip the files and place in the custom folder of the Dolibarr directory and then Activate the module.

2- The module is installed in the Tools menu of Dolibarr, click on the menu and on the left will appear the link CategorizeAll.

3- Click on the CategorizeAll link and you will be taken to the system home page.

Permissions:

1- Initial system permissions are set with access only to the System Administrator;

2- For new users, the administrator can configure read, edit, and delete permissions on the Dolibarr user or group permissions tab.

Pages

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

Page 1 - Home Page - List Forms

  • The Home Page lists all 7 Dolibarr entities that can be create categories by CategorizeAll:
    1. Third Party Tags,
    2. Products,
    3. Contacts,
    4. Financial Accounts,
    5. Projects,
    6. Users,
    7. Members
  • The Qty Criteria column tells you how many criteria can be config to select on each entities.
  • The Qty Categories column tells you how many categories had created on each entities
  • To Create Categorie a entitie, just click the pencil on the right form.

HomePage

Page 2 - List All Criteria to Create Categorie

  • 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.

1 - Extrafields that were created for this module will be inserted automatically when you open the page.

Form

Presentation the table: The fields are listed in the columns as follows:

  • Name: Field Name
  • 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.

Page 3 - Customizing a form field

In this example, we click in the New Commercial Proposal - Customer form (Page 1) and after we click on the Customer field (Page 2).

To apply module functionality to the form example:

  • To Hide fields:
    • Click in the combo box Define Visibility and Mandatory and select Invisible option;
  • To Make fields as mandatory (Javascript):
    • Click in the combo box Define Visibility and Mandatory and select Required option;
  • To Disable field:
    • 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):
    • 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:
    • Digit new name text to Modify Field Name;
  • 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;  


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;

Prerequisites

Partial Features - Dolibarr ≥ 5.0.3

All Features - Dolibarr ≥ 9.0.3

Demo

View DEMO:https://www.trucolivre.com.br/dolibarr/ user:demo passw:demo

Video

View Video: https://www.youtube.com/watch?v=wTR9DMnpIck