[IMP] studio: typeahead search, primary vs secondary buttons, sequence

task-5190016

closes #15097

X-original-commit: 7209c48
Signed-off-by: Audrey Vandromme (auva) <[email protected]>
Signed-off-by: Siobhan McGonigle (mcsi) <[email protected]>

Author: mcsi-odoo

content/applications/studio/automated_actions.rst

@@ -322,12 +322,24 @@ Select an existing sequence or, to create a new sequence:
 
 #. Click :guilabel:`Search more`, then click :guilabel:`New`.
 #. In the window that opens, enter the :guilabel:`Name` of the sequence.
-#. Configure the sequence, adding a :guilabel:`Prefix` and/or :guilabel:`Suffix` as desired.
+#. In the :guilabel:`Sequence` tab, configure the sequence:
+
+   - :guilabel:`Prefix`: characters added *before* the next number in the sequence.
+   - :guilabel:`Suffix`: characters added *after* the next number in the sequence.
+   - :guilabel:`Sequence Size`: determines the number of digits in every number in the sequence. If
+     needed, leading zeros are added before the number to achieve the indicated sequence size, e.g.,
+     for a sequence size of `5`, the first number in the sequence is `00001`.
+   - :guilabel:`Step`: determines the increments between the numbers in the sequence.
+   - :guilabel:`Next Number`: the next number that will be used in the sequence, without leading
+     zeros.
 
    .. tip::
-      Use dynamic placeholders like :guilabel:`Current Year with Century: %(year)s` in the
-      :guilabel:`Prefix` and/or :guilabel:`Suffix` to create sequences with elements like current
-      year, month, etc. Possible placeholders are shows at the bottom of the window.
+      - Use dynamic placeholders like `%(year)s` or `%(month)s` as a :guilabel:`Prefix` and/or
+        :guilabel:`Suffix` to create sequences with elements like current year, month, etc. Possible
+        placeholders are shown at the bottom of the window.
+      - To use sub-sequences, e.g., to have the sequence restart each year or each month, enable
+        :guilabel:`Use subsequences per date_range`, then :guilabel:`Add a line` for each date
+        range and indicate the :guilabel:`Next Number` for the range.
 
 #. Click :guilabel:`Save`.
 
@@ -336,7 +348,9 @@ Select an existing sequence or, to create a new sequence:
    customer is created, set the :guilabel:`Sequence` field to :guilabel:`Reference`, then, in the
    dropdown, click :guilabel:`Search more`. Click :guilabel:`New` to create a new sequence.
 
-   In the example, each new customer receives a sequential reference with the prefix `
+   In the example, each new customer receives a sequential reference with the prefix
+   `#-REF-%(year)s-`, where `%(year)s` is the current year including the century, and the suffix
+   `/CL`, e.g., `#-REF-2025-00001/CL`, `#-REF-2025-00002/CL`, etc.
 
    .. image:: automated_actions/update-record-sequence.png
       :alt: Example of an Update Record action using a sequence

content/applications/studio/automated_actions/update-record-sequence.png

@@ -386,6 +386,9 @@ being edited. The record's name from the other model is then displayed on the re
      creation`.
    - To prevent users from opening records in a pop-up window, tick :guilabel:`Disable opening`.
    - To help users only select the right record, click on :guilabel:`Domain` to create a filter.
+   - To only trigger the search for a linked record after a minimum number of characters has been
+     entered, enter the desired number in the :guilabel:`Typeahead search` field. In situations
+     where the data set is large, this can enhance both search relevancy and performance.
 
 - :guilabel:`Badge`: displays the value inside a rounded shape, similar to a tag. The value cannot
   be edited on the UI.
@@ -447,6 +450,11 @@ records on the current model. Many2Many fields can use :guilabel:`Disable creati
    .. image:: fields/many2many-diagram.png
       :alt: Diagram showing many2many relationships
 
+.. tip::
+   To only trigger the search for the linked record after a minimum number of characters has been
+   entered, enter the desired number in the :guilabel:`Typeahead search` field. In situations where
+   the data set is large, this can enhance both search relevancy and performance.
+
 - :guilabel:`Checkboxes`: users can select several values using checkboxes.
 - :guilabel:`Tags`: users can select several values appearing in rounded shapes, also known as
   *tags*. This has the same effect as selecting the :ref:`Tags field

content/applications/studio/fields.rst

@@ -53,15 +53,24 @@ contacts, sales orders, products, etc.
   - :guilabel:`Call a method`: specify an existing Python method already defined in Odoo.
 
 - To change a button's label or style, click the button and edit its :guilabel:`Label` or
-  :guilabel:`Class` (either `btn-primary` or `btn-secondary`) in the :guilabel:`Properties` tab.
+  :guilabel:`Class` (either `btn-primary` for a *primary* button or `btn-secondary` for a
+  *secondary* button) in the :guilabel:`Properties` tab.
+
+  .. tip::
+     *Primary* buttons represent the main action(s) the user can take in a specific view, e.g.,
+     :guilabel:`Send` a request for quotation, and are more visually prominent. *Secondary* buttons
+     offer alternative or less common actions, e.g., :guilabel:`Print` or :guilabel:`Preview` a
+     request for quotation, and are less visually prominent. By default, a new button is styled as a
+     secondary button.
+
 - To add a smart button, click the :icon:`fa-plus-square` (:guilabel:`plus`) icon in the top-right
   corner of the form. Enter a :guilabel:`Label`, choose an :guilabel:`Icon`, and select a
   :ref:`related field <studio/fields/relational-fields-related-field>`.
 
 .. example::
 
-   .. image:: views/form-sales-order.png
-      :alt: Sales order model's Form view
+   .. image:: views/form-new-quotation.png
+      :alt: Quotation Template model's Form view
 
 .. _studio/views/general/activity: