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When creating the UI for the SQL view, it is now possible to set a specific Parent Menu which will be used when creating the UI Menu for the report itself. The default value will be the `SQL Reports` menu. Also, added the explanation on the `CONFIGURE.rst` file to have the description updated.
48 lines
1.6 KiB
ReStructuredText
48 lines
1.6 KiB
ReStructuredText
* Go to Dashboard / Configuration / SQL Views
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* tip your SQL request
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.. figure:: ../static/description/01_sql_request.png
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:width: 800 px
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* Select the group(s) that could have access to the view
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.. figure:: ../static/description/02_security_access.png
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:width: 800 px
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Optionnaly, you can add a domain.
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A tipical domain in a multi company context is to write
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``['|', ('company_id', '=', False), ('company_id', 'in', company_ids)]``
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to make reporting depending on the current companies of the user.
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* Click on the button 'Validate SQL Expression'
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* Once the sql request checked, the module analyses the column of the view,
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and propose field mapping. For each field, you can decide to create an index
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and set if it will be displayed on the pivot graph as a column, a row or a
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measure.
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.. figure:: ../static/description/03_field_mapping.png
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:width: 800 px
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* Click on the button 'Create SQL elements'. (this step could
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take a while, if view is materialized)
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* If it's a MATERIALIZED view:
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* a cron task is created to refresh
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the view. You can so define the frequency of the refresh.
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* the size of view (and the indexes is displayed)
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.. figure:: ../static/description/04_materialized_view_setting.png
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:width: 800 px
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* Before applying the final step, you will need to add a specific Parent Menu to
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use when creating the UI Menu for the report. By default, it will be set with
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the `SQL Views` menu, which can be changed before creating the UI elements in
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order to have the report accessible from a different place within Odoo.
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* Finally, click on 'Create UI', to create new menu, action, graph view and
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search view.
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