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[IMP] Whatsapp: config field
closes #14609 X-original-commit: 5f44a39 Signed-off-by: Jessica Rogers (jero) <[email protected]> Co-authored-by: Felicia Kuan <[email protected]>
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content/applications/productivity/whatsapp.rst

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`Magic Sheet - WhatsApp configuration [PDF]
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<https://drive.google.com/drive/folders/1hHEYq6jxmqKGFOeM3UQ7vOfiF7KuGX5W>`_
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WhatsApp configuration in a Meta
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================================
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WhatsApp configuration in Meta
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==============================
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A WhatsApp integration with Odoo uses a standard :abbr:`API (Application Programming Interface)`
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connection, and is configured on Meta in the following steps:
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.. note::
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If the browser is not on the :guilabel:`Quickstart` page for WhatsApp, navigate to
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`<https://developers.facebook.com/apps>`_ and click on the app that is being configured, (the
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app name is `Odoo` if the instructions above were followed).
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`<https://developers.facebook.com/apps>`_ and click on the app that is being configured, (the app
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name is `Odoo` if the instructions above were followed).
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Then, in the menu on the left-hand side of the page, click the :guilabel:`v (menu toggle)` icon
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next to the :guilabel:`WhatsApp` section heading. A small menu will open, containing the
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:guilabel:`Verification code` field and click :guilabel:`Next` to finish.
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.. warning::
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If a payment method has not been added, this is necessary to proceed. `Visit Meta's
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documentation on how to add a payment method in Meta's Business Manager
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If a payment method has not been added, this is necessary to proceed. `Visit Meta's documentation
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on how to add a payment method in Meta's Business Manager
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<https://www.facebook.com/business/help/915454841921082?id=180505742745347>`_. This is part of
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Meta's fraud detection system, in order to ensure that the account/company are real a payment
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method is required to proceed.
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- `business_management`
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- `whatsapp_business_messaging`
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- `whatsapp_business_management`
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- `whatsapp_business_manage_events`
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When permissions are set, click :guilabel:`Generate token`. Copy the token value that populates on
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the screen that follows.
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.. tip::
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These models can also be accessed in :ref:`developer mode <developer-mode>`. On a contact form
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(or similar relevant form in Odoo), navigate to the model that is referenced, and hover over
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any field name. A box of backend information will reveal itself with the specific Odoo
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:guilabel:`Model` name in the backend. Search (using the front-end name) for this model in the
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:guilabel:`Applies to` drop-down menu in the WhatsApp template.
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(or similar relevant form in Odoo), navigate to the model that is referenced, and hover over any
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field name. The backend information box displays the Odoo :guilabel:`Model` name. Search (using
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the front-end name) for this model in the :guilabel:`Applies to` drop-down menu in the WhatsApp
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template.
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.. warning::
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Often when changing the model or :guilabel:`Applies to` field, the :guilabel:`Phone Field` may
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template.
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.. note::
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Multiple languages can be selected by typing the language names and selecting the other
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languages as needed.
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Multiple languages can be selected.
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.. image:: whatsapp/template-config.png
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:alt: Template configuration options listed, with Marketing, Utility, Name and Language

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