Conhecimento

Odoo Knowledge is a multipurpose productivity app that allows internal users to enrich their business knowledge base by providing information gathered individually or collaboratively.

The pages on which they gather content are called articles. They are mainly composed of a title and a body. The latter is an HTML field containing text, images, links, records from other models, templates, etc.

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Página de produto do Conhecimento

Criação de artigos

Knowledge articles can be created from scratch or a pre-configured template. When an article is created under another, the original one is the parent article, while the new one is called a child or nested article, indicating its subordinate position. This structure helps organize content by establishing clear relationships between related articles.

Dica

To create a nested article, hover over an article in the sidebar tree and click the (plus) icon.

Do zero

To create an article from scratch, click New Article in the top-left corner or hover over the Private or Workspace category in the sidebar tree, then click the (plus) icon. Start typing text or select one of the suggested options:

• Carregar um modelo: Selecione um modelo pré-configurado e clique em Carregar modelo.

• Construir um item Kanban: Crie itens para visualizá-los e gerenciá-los em um modo de visualização Kanban.

• Criar uma lista de itens: Crie uma lista estruturada de itens para centralizá-los em um único artigo.

• Criar um calendário de itens: Crie uma visualização de calendário para gerenciar e rastrear itens por data.

• Gerar um artigo com IA: Gera conteúdo com base em um prompt.

Dica

After writing the header, click or hover over Untitled in the top bar to automatically name the article after the header. This action does not apply if the article is already titled.

De um modelo

Para criar um artigo a partir de um modelo, siga estas etapas:

1. Clique em Procurar modelos na parte inferior da árvore da barra lateral.

2. Selecione um modelo preferido.

3. Clique em Carregar modelo.

Edição de artigos

To edit an article, select it in the sidebar tree, then edit its content and format it using the text editor toolbar, typing powerbox commands, and adding a cover picture with a title emoji.

Dica

To enlarge or reduce the article’s width, click the (More actions) icon, then toggle the Full Width on or off.

Barra de ferramentas do editor de texto

Para editar uma palavra, frase ou parágrafo, selecione ou clique duas vezes nele para exibir a barra de ferramentas do editor de texto e escolha as opções de formatação.

Dica

Click Comment to add a comment to the selected text.

Comandos

Digite / para abrir o powerbox e usar um comando. Os comandos a seguir são exclusivos do aplicativo Conhecimento:

Comando	Uso
Índice	Show nested articles: Display the child pages of the parent article.
Kanban de itens	Insert a Kanban view and create article items.
Cartões de itens	Insert a Card view and create article items.
Lista de itens	Insert a List view and create article items.
Calendário de itens	Insert a Calendar view and create article items.
Área de transferência	Adicione uma seção de área de transferência para armazenar conteúdo e reutilizá-lo em outros aplicativos.
Foldable Section	Hide the text inside a foldable section.
Artigo	Insert a shortcut to an article.

Article items

Article items are active building blocks within an article, allowing the addition, management, and viewing of various organized content and data.

Article items within a parent article can contain properties, which are shared data fields from the parent, ensuring consistent information across related items and articles.

Fotos da capa

To add a cover picture, click the (More actions) icon, then Add Cover.

Para gerenciar a imagem da capa, passe o mouse sobre ela e selecione a opção preferida:

• Replace Cover: Search from the Unsplash database library, click Add URL and paste the image address, or click Upload an image to upload a file into the image library.

• Reposition: Adjust the picture, then click Save Position or Cancel.

• Remove.

Nota

• After clicking Add Cover, a cover picture is automatically attributed to the article based on the title.

• A removed cover picture can be retrieved in the database library. To delete it, hover the mouse over it and click the (trash) icon.

Emoji do título

Para adicionar um emoji de título ao nome e ao cabeçalho do artigo:

• Click the (More actions) icon, then Add Icon to generate a random emoji. Click the emoji to select a different one.

• Como alternativa, clique no ícone (página) ao lado do nome do artigo na barra lateral ou na barra superior e selecione o emoji preferido.

Visualizações e links de outros aplicativos

Para inserir uma visualização ou um link de visualização em um artigo, siga estas etapas:

1. Vá para o aplicativo desejado e selecione a visualização preferida.

2. Clique no ícone (engrenagem) e, em seguida, selecione Conhecimento‣ Inserir visualização no artigo ou Inserir link no artigo.

3. Escolha o artigo no qual inserir a visualização ou o link.

Nota

Depois que a visualização ou o link for inserido:

• Users without access to the view cannot see it in Knowledge, even if they can access the article.

• Clicking the inserted link opens a pop-up with the view’s name next to the (Copy Link), (Edit Link), and (Remove Link) icons. Click the name inside the pop-up to open the linked view.

Article management

Knowledge allows for managing articles, which consists of structuring, sharing, removing, and retrieving them.

Gerenciamento básico

Click the (More actions) icon and select one of the following actions for basic article management:

• Move To: Select the article to move under a category or another article, then click Move Article.

• Lock Content: Lock the article to stop edits. Click Unlock to edit again.

• Create a Copy: Copy the article under the Private section.

• Open Version History: Restore a previous version of the article.

• Download PDF: Open the browser’s print function.

• Add to Templates: Add the article to the list of templates.

• Send to Trash: Move the article to the trash.

Nota

The following actions only apply to nested articles and article items:

• Convert into Article Item: Convert the nested article into an article item.

• Convert into Article: Convert the article item into a nested article.

Dica

• Move an article directly from the sidebar tree by dragging and dropping it under another article or category.

• Click the (search) icon in the top-left corner or press CTRL / CMD + K to open the command palette, then type ? to search for visible articles or $ for hidden articles. Alternatively, hover over the Workspace category and click the (eye) icon to find hidden articles.

Structuring

Sidebar structure

The sidebar structure follows a hierarchy with parent and nested articles organized within the following categories:

• The Favorites category displays all articles marked as favorites.

• The Workspace category displays articles accessible to all internal users.

• The Shared category displays articles shared with specific users.

• The Private category displays personal articles.

Nota

• To mark an article as a favorite and display the Favorites category, click the (star) icon in the top-right menu.

Article structure

Nested articles inherit their parent’s access rights, and properties are applied to a group of nested articles under the same parent.

Compartilhamento

Sharing an article involves configuring access rights, inviting users, providing online access, and determining its visibility in the sidebar tree.

Articles listed under a category in the sidebar tree are visible. Articles that certain users must search for through the command palette due to restricted access rights are hidden.

Dica

To copy a specific section of an article, hover over the header (H1, H2, and H3), and click the (link) icon. Clicking the shared link leads to the selected section of the article.

Configure access rights

Click Share in the top-right menu to configure access rights.

Acesso geral

Setting	Uso
Can Edit	Allow all internal users to edit the article.
Can Read	Allow all internal users to read the article only.
Members only	Allow only members to access the article from the sidebar tree or by searching for it in the command palette.

Show in workspace

Setting	Uso
Everyone	The article is visible in the sidebar tree to all internal users.
Members only	The article is only visible in the sidebar tree to members, while other users can find it using the hidden article search by pressing CTRL / CMD + K and typing $.

Nota

• The Default Access Rights apply to all internal users except invited users; specific access rights override default access rights.

• Selecting Can edit or Can read in the Default Access Rights moves the article to the Workspace category while selecting No access moves it to the Private category if it is not shared with an invited user.

• The Visibility setting only applies to Workspace articles.

Invite specific users

To grant specific internal or portal users access to a private nested article or to share a Workspace article with a portal user, follow these steps:

1. Click Share in the top-right menu.

2. Click Invite.

3. Select the preferred Permission and add users in the Recipients field.

4. Click Invite.

Generate article URL

To generate a URL and share an article, click Share and activate the Share to web toggle. Click Copy Link to copy the article’s URL.

Nota

• If an article contains inserted views, users with the URL do not see them unless they can access the inserted content.

• Having the Website app is necessary to share an article’s URL.

Remoção

Removing an article involves deleting or archiving it.

Delete an article

Select an article in the sidebar tree and click the (More actions) icon, then Send to Trash. Alternatively, drag and drop the article under Drop here to delete this article at the bottom left corner. The article is moved to the trash for 30 days before being permanently deleted.

To permanently delete an article, click Articles in the top-left menu, select an article, and click Actions ‣ Delete ‣ Delete.

Nota

To restore a trashed article, click Open the Trash at the bottom of the sidebar tree, select an article, and click Restore. Alternatively, click Articles in the top-left menu. In the search bar, click Filters ‣ Trashed. Click the article, then Restore.

Archive an article

Click Articles, select an article, and click Actions ‣ Archive ‣ Archive.

Nota

To restore an archived article, click Articles. In the search bar, click Filters ‣ Archived. Select the article and go to Actions ‣ Unarchive.

Retrieval

Retrieving Knowledge articles consists of accessing them from Odoo apps or restoring previous versions.

Access articles from Odoo apps

Knowledge articles are accessible from the form view of various apps. Click the (Knowledge) icon in the top right corner to open the command palette, then choose one of the following search methods:

• Search for an article: start typing the text to execute a semantic search that identifies relevant article information.

• Advanced Search: after typing the text in the search bar, click Advanced Search to perform a parametric search with options to filter, group, or save articles.

Histórico de versões

To retrieve a previous version of an article, select it in the sidebar tree and click the (More actions) icon, then Open Version History. Select a version and click Restore history.

Nota

In the version history, the Content tab shows the selected version, while the Comparison tab displays the differences between the article’s previous and current versions.

Propriedades

Properties are custom fields for storing and managing information that members can add to nested articles or article items.

To add a property, click the (More actions) icon, then Add Properties ‣ Add a Property, enter a Label, and select a Field Type.

Veja também

Campos de propriedade

Nota

• Click outside the property field window to save a property.

• To remove a property, hover over its name, click the (pencil) icon, then click Delete ‣ Delete. Deleting a property is permanent, and deleting all properties removes the property sidebar panel.

Dica

• Hover over the property name and click the (pencil) icon to edit it or the (drag handle) icon to move it above or below another property.

• Tick Display in Cards to show the properties in an article item’s view that is visible from a parent article.

• Click the (cogs) icon to hide the property sidebar panel. Exiting and returning to the article causes the panel to reappear.