📄 Knowledge




Knowledge

Overview

The Knowledge app from Odoo is a powerful tool that allows users to create, organize, and share knowledge within their organization. It provides a centralized platform for storing and accessing important information, documents, and resources.

With the Knowledge app, users can create and manage different types of content such as articles, documents, FAQs, and more. These can be organized into categories and subcategories, making it easy to navigate and find relevant information.

One of the key features of the Knowledge app is the ability to collaborate and share knowledge with others. Users can collaborate on articles, leave comments, and provide feedback, fostering a culture of knowledge sharing and continuous improvement.

The app also includes a powerful search functionality, allowing users to quickly find the information they need. Additionally, it supports tags and keywords, making it even easier to categorize and search for specific topics.

Furthermore, the Knowledge app integrates seamlessly with other Odoo modules, such as the Document Management system and the Employee Directory. This enables users to link relevant documents and resources to articles, as well as assign authors and contributors to specific pieces of knowledge.

Overall, the Knowledge app from Odoo is a comprehensive solution for managing and sharing knowledge within an organization. It helps improve collaboration, streamline information access, and promote a culture of learning and knowledge sharing.

​Odoo.com Knowledge Product Page​

  • Odoo Knowledge lets you centralize all your organization’s important information, work on it as a team, and access it from any Odoo app.
  • Build any page, communicate any idea.
    • Powerful text editor. Type the `/` shortcut to present your content in its best form, and integrate dynamic data from all your business apps.
  • Endless ways to structure your info
    • Flexible data organization. Sort your content with custom fields, and navigate through it with personalized views and filters.
  • Who gets access? You decide!
    • Manage access rights. Choose who gets to see and manage your content. You can even share the page with the world.
  • Knowledge at your fingertips
    • Integrate your knowledge base across all your business apps. Insert pre-written content to instantly communicate with your customers, answer helpdesk tickets, describe new project tasks, and much more!
  • Features
    • Shortcuts - Use shortcuts to get the most out of the text editor. Type / and see all the features offered by the editors.
    • Collaborate with your team - Work simultaneously on an article and improve your knowledge base together.
    • Powerful text editor - Start typing, then use Odoo's editor to format your text any way you like.
    • Items lists - Choose among many formats (item list, item kanban, item cards, item calendar) to personalize your page.
    • Clipboards - Create a /clipboard text block that you can easily insert as a message, as terms & conditions, or as a description in Project, CRM, Sales…
    • Autosave and revision history - Never lose your past and current work.
    • Export as pdf - Download the view and information you need.
    • Create articles - Choose the article format, and write and share all the information the way you want by adding cover pictures and many more editing tools.
    • Images - Get access to plenty of royalty-free images through the integrated Unsplash image library.
    • Content from other apps - Knowledge allows to retrieve content views from other apps.
    • Sharing - You can share articles with internal or external users and select editing accesses.
    • Sharing online - You can generate a URL link so everyone can view the article.
    • Categories - You can create your own categories and divide your content the way you prefer.
    • Properties - You can personalize your knowledge base with properties. The property fields are shared between child articles.

Odoo.com Knowledge Documentation Page 

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

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 to other articles, records from other models, templates, etc.

Articles Editing

Add and style content

To start adding content, click anywhere on the page. Your cursor is automatically set to write the article’s first-level header. Once you are done writing the title, press enter on your keyboard to move to the next line.

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Click Untitled on the left side of the top bar of a new page to automatically match your h1 (First-level header) title and the article’s name. To change the name of your article later, you must do it manually. To do so, click the name on the top bar and proceed to the modification.

Text Editor

To stylize the text using the text editor, select the text to format.

Then, you can:

  • Change the style by clicking Normal. Doing so opens a dropdown menu with multiple styles to choose from (Normal, Code, Header 1 → Header 6, Quote)
  • Format the text. Click B to put it in bold, I to put it in italic, U to underline, and S to strikethrough
  • Change the font color by clicking A or the background color by clicking the pencil icon:
    • To choose from a predefined theme color, click Theme and select the desired color.
    • To customize, click Solid and define a color using the wheel, by typing its hex code, or its RGBA values.
    • To use a gradient, click Gradient, choose a predefined gradient or click Custom to create a personalized gradient.
  • To change the text’s size, click the size number and select the desired size
  • Click the lists icons to turn the paragraph into an unordered list, an ordered list, or a checklist
  • Click the chain icon to insert or edit an URL link.

To format a whole paragraph, type / anywhere in the text. Doing so opens the powerbox, which allows:

  • Changing a paragraph into lists (unordered, ordered, checklists).
  • Changing a paragraph into a header (1 → 6), normal text, code, or quotes.
Cover Pictures

You can customize your article by adding a cover picture and an icon. Hover above the h1 title and click Add Cover. A pop-up window opens to set a cover picture.

If your database and your Unsplash account are associated, the cover picture is automatically selected based on the article’s name. To modify it, hover over the picture to make the buttons appear, click Change Cover, and select another image.

Retrieve images from different sources:

  • Search the Unsplash database.
  • Enter a picture’s URL.
  • Upload an image from a computer.

To remove the cover, hover over it to make the buttons appear and click Remove Cover.

  • To associate Unsplash with your database, please refer to Unsplash (free images).
  • The articles are responsive, and so are the cover pictures. As a result, the images cannot be repositioned manually to fit a particular screen, as they automatically resize depending on the device.
 Icons

To add an icon, hover above the h1 title and click Add Icon. Doing this sets a random emoji automatically. To change it, click it and select one from the emoji window. To remove it, proceed equally and click the red-circled x.

  • The emoji is also displayed before the corresponding article in the side panel hierarchic tree.
  • Click the emoji on the side panel to change it without opening the related article.

 Commands

To use a command, type / and open the powerbox. Type the command’s name or select from multiple features to insert blocks, images, files, etc. Some of them, such as /Image or /Article are common to all the apps, but others are inherent to the knowledge app and cannot be found or used in any other application.

List of Commands 

Commands are divided into multiple categories depending on their use.

  • Structure
    • Bulleted list -  Create a bulleted list
    • Numbered List - Create a list with numbering
    • Check List -  Track tasks with a checklist
    • Table -  Insert a table
    • Separator - Insert an horizontal rule separator
    • Quote -  Add a blockquote section
    • Code -  Add a code section
    • 2 Columns -  Convert into 2 columns
    • 3 Columns -  Convert into 3 columns
    • 4 Columns -  Convert into 4 columns
  • Banner
    • Banner Info - Insert a info banner
    • Banner Success - Insert a success banner
    • Banner Warning - Insert a warning banner
    • Banner Danger - Insert a danger banner
  • Format
    • Heading 1 - Big Section Heading
    • Heading 2 - Medium Section Heading
    • Heading 3 - Small Section Heading
    • Switch Direction - Switch the text's direction
    • Text - Paragraph block
  • Media
    • Video - Insert a video
    • Image - Insert an Image
    • Article - Link an article
  • Navigation
    • Link - Add a link
    • Button - Add a button
    • Appointment - Add a specific appointment
  • Widgets
    • Emoji - Add an emoji
    • 3 Stars - Insert a rating out of 3 stars
    • 5 Stars - Insert a rating out of 5 stars
  • Knowledge
    • Index - Show nested articles
    • Table of Contents - Highlight and link the structure of this article
    • File - Upload a file
    • Clipboard - Add a clipboard section
  • Knowledge Databases
    • Item List - Insert a list view of article items
    • Item Kanban - Insert a Kanban view of article items
    • Item Cards - Insert a card view of article items
    • Item Calendar - Insert a Calendar view of article items
  • AI Tools
    • ChatGPT - Generate of transform content with AI
  • Basic Blocks
    • Signature - Insert your signature

Content from other apps

Knowledge allows to retrieve content views from other applications. To do so, go to the targeted app and create the desired view. Then, click Favorite ‣ Insert view in article and select an article. The view is inserted at the bottom of the selected article.

Users who do not have access to the view will not be able to access it in Knowledge even though they have access to the article containing the view

 Articles Management

Managing articles effectively is key to maximizing the value of your knowledge resources, whether working on a research project, studying for an exam, or building a knowledge database for your business. Knowledge allows you to fully manage your articles, from creation to removal, through sharing and structure.

You can find most tools to manage articles by clicking the vertical ellipsis button (â‹®) at the right side of the top bar. From there, you can move, lock, delete, or duplicate an article.

Creation, Sharing and removal of articles

Creation

To create articles, click the + New button on the right side of the top bar or the + button next to a category or another article.

Sharing

You can share articles with internal or external users. To do so, open the share menu by clicking Share in the top-right menu of articles.

Invite Users

To share articles with specific users (internal or external, such as a partner or a customer), click Invite. This opens a pop-up window in which you can choose the Permission (i.e, access rights) and enter the Recipients’ name or email.

You can also restrict a specific user from accessing the article by selecting No access permission.

Share online

To share articles online, activate the Share to web button. Doing so generates a URL link anyone can use to view the article.

Additionally, the share menu displays the default permission for internal members along with all the users who have been granted specific permission.

Removal

To remove an article, you can either delete it or archive it.

To delete an article, open it and click the vertical ellipsis button (â‹®) ‣ Delete. The article is moved to the trash for 30 days before being permanently deleted. To restore it, click Open the Trash, select the article, and click Restore.

To archive articles, click Search, select the article(s), and click Action ‣ Archive ‣ Archive. Archived articles are hidden from the search menu. To retrieve an archived article, add a custom filter to display them (Search ‣ Filters ‣ Add Custom Filter, and set Active as is No). Then, select the article(s) and go to Action ‣ Unarchive.

Structure of Articles

Articles are organized into a hierarchical structure wherein the article on top is a parent article, and those underneath are called nested articles. This structure allows the grouping of related articles.

To establish this hierarchy, create new articles by clicking the + button next to the parent-to-be article, or move existing articles by either dragging and dropping them under the parent-to-be or by clicking the vertical ellipsis button (â‹®), clicking Move To on the toolbox and selecting the article to use as a parent.

Categories

Additionally, articles are divided into four categories that can be found on the left sidebar. These categories give articles default access rights.

  • Favorites: You can set any article you can access as a favorite. To do so, click the star-shaped icon (★) in the top-right menu of articles. Marking articles as favorites is user-specific and does not affect other users.
  • Workspace: Articles displayed in that category are available to all internal users. These users have the right to read, modify or share these articles.
  • Shared: Articles displayed in that category are those you shared with internal users, external users, or shared with you.
  • Private: Articles displayed in that category are only available to you.

Knowledge Videos

What's New in Knowledge (Version 17)


Centralize

  • Articles
  • Editor
  • Structure

Collaborate

  • Sections
  • Communication
  • Website

Capitalize

  • Templates & Files
  • Insert
  • Properties