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Link a knowledge article to a project

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odoo16features
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4778 Vizualizări
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Angelina Moschella

Hello

Is it possible to link a knowledge article to a project/task?

I can see that you can search for the article but don't know how to link it.

We use articles to store instructions/information and want the user to click on the article from within the project to view it instead of searching for it.

I'm using Odoo v16E

Thanks

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Liliana Grigor

did you found how to do it?

faOtools

This app - https://apps.odoo.com/apps/modules/16.0/knowsystem - has such a built-in feature to link any article with any Odoo objects for quick search and messaging

Imagine profil
Julien Banken (jbn)
Cel mai bun răspuns

Hello Angelina,

In addition to the article links you can create using the /article​ command in the pad, you can also use a property field to link articles to your project tasks.

Here's the procedure to follow:

  1. Open a task form view.
  2. Click on the Add a property​ button to add a new property field.
  3. Enter a name for your new field (e.g: "Instructions").
  4. In the Field Type​ field, select Many2one​ to link a single article or Many2many​ to link multiple articles.
  5. In the Model​ field, select the model Knowledge Article​.
  6. Click away to close the dropdown.

Once the field is created, click on it to link an article. After linking an article, you can open it by clicking on the corresponding pill.

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Padraic Mellett
Cel mai bun răspuns

I just used the same naming format for the project and article in knowledge and linked using /link. 

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Brain Station 23
Cel mai bun răspuns

Yes, it is possible to link a knowledge article to a project or task in Odoo. However, it is not a native feature, so you will need to create a custom module to achieve it.
To do this, follow these steps:
1.Create a new module and inherit the project.project or project.task model.2.Create a new Many2one relational field with the knowledge.article model.3.Add the new field to the appropriate view by inheriting the view of the form.
Once you have created the custom module, you will need to install it in Odoo. Once installed, you will be able to link knowledge articles to projects and tasks in the Odoo form view.
To do this, simply open the project or task form and select the knowledge article from the Many2one field. Once you have selected the knowledge article, it will be linked to the project or task.
This will allow you to quickly and easily access relevant knowledge articles while working on projects and tasks.
Here is a descriptive example of how to use the custom module to link a knowledge article to a project:
1.Open the project form for the project that you are working on.2.Click on the Knowledge Article field.3.Select the knowledge article that you want to link to the project from the list of available articles.4.Click on the Save button.
The knowledge article will now be linked to the project. You can view the knowledge article by clicking on the Knowledge Article field in the project form.
You can also link knowledge articles to tasks in a similar way. Simply open the task form and select the knowledge article from the Knowledge Article field.
Linking knowledge articles to projects and tasks can be a very useful way to improve your team's productivity and efficiency. By providing easy access to relevant knowledge articles, you can help your team members to quickly find the information they need to complete their tasks.

Thanks & Regards, 

 

Brain Station 23 Ltd. 

Mobile: (+880) 1404055226 

Email: sales@brainstation-23.com 

Web: https://brainstation-23.com/ 

Address: (Building-1) 8th Floor, 2 Bir Uttam AK Khandakar Road, Mohakhali C/A, Dhaka 1212, Bangladesh 

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Angelina Moschella
Autor Cel mai bun răspuns

In the Description tab within the Project if you press / it will allow you to select Article and link the article.

However, it doesn't display the number of articles next to the icon at the top of the tool bar, like it does with the paperclip icon when you attach a document.

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