Discussion:
How does Dashboard Module work?
Paul Leverett
2014-07-21 16:43:15 UTC
Permalink
I have installed Dashboard module (v 3.0.0) but cannot see what it does or
how to use it. I cannot find any documentation on this module.

All I get is a Reload icon; I cannot create a new record in Dashboard.

What must I do to make this work? And what will it do for me?

Thanks,
Paul
Dominique Chabord
2014-07-21 17:28:34 UTC
Permalink
Post by Paul Leverett
I have installed Dashboard module (v 3.0.0) but cannot see what it does or
how to use it. I cannot find any documentation on this module.
Where did you get it from and who is the author ?
Mathias Behrle
2014-07-21 17:55:25 UTC
Permalink
* Paul Leverett: " [tryton] How does Dashboard Module work?" (Mon, 21 Jul 2014
Post by Paul Leverett
I have installed Dashboard module (v 3.0.0) but cannot see what it does or
how to use it. I cannot find any documentation on this module.
Have a look at the user preferences. There you have to define actions, that
shall be shown on the dashboard.
Post by Paul Leverett
All I get is a Reload icon; I cannot create a new record in Dashboard.
The dashboard is readonly for the models it shows.
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LAG Robin Baumgartner
2014-07-21 18:46:29 UTC
Permalink
Post by Mathias Behrle
* Paul Leverett: " [tryton] How does Dashboard Module work?" (Mon, 21 Jul 2014
Post by Paul Leverett
I have installed Dashboard module (v 3.0.0) but cannot see what it does or
how to use it. I cannot find any documentation on this module.
Have a look at the user preferences. There you have to define actions, that
shall be shown on the dashboard.
And there is a small catch to it since 3.0: To have actions actually
showing up in the selection field under user preferences, you have to
first mark them. To do so go to administration/user
interface/actions/actions and write the string "dashboard" in the usage
field for those actions you're interested in.
Paul Leverett
2014-07-22 08:22:24 UTC
Permalink
Post by Mathias Behrle
Post by Mathias Behrle
* Paul Leverett: " [tryton] How does Dashboard Module work?" (Mon, 21
Jul 2014
Post by Mathias Behrle
Post by Paul Leverett
I have installed Dashboard module (v 3.0.0) but cannot see what it does
or
Post by Mathias Behrle
Post by Paul Leverett
how to use it. I cannot find any documentation on this module.
Have a look at the user preferences. There you have to define actions,
that
Post by Mathias Behrle
shall be shown on the dashboard.
And there is a small catch to it since 3.0: To have actions actually
showing up in the selection field under user preferences, you have to
first mark them. To do so go to administration/user
interface/actions/actions and write the string "dashboard" in the usage
field for those actions you're interested in.
Thank you all for the tips, I can now configure the dashboard - I would
not have been able to guess what was needed without this help!
Cédric Krier
2014-07-22 09:00:02 UTC
Permalink
Post by Paul Leverett
Post by Mathias Behrle
Post by Mathias Behrle
* Paul Leverett: " [tryton] How does Dashboard Module work?" (Mon, 21
Jul 2014
Post by Mathias Behrle
Post by Paul Leverett
I have installed Dashboard module (v 3.0.0) but cannot see what it does
or
Post by Mathias Behrle
Post by Paul Leverett
how to use it. I cannot find any documentation on this module.
Have a look at the user preferences. There you have to define actions,
that
Post by Mathias Behrle
shall be shown on the dashboard.
And there is a small catch to it since 3.0: To have actions actually
showing up in the selection field under user preferences, you have to
first mark them. To do so go to administration/user
interface/actions/actions and write the string "dashboard" in the usage
field for those actions you're interested in.
Thank you all for the tips, I can now configure the dashboard - I would
not have been able to guess what was needed without this help!
So timeto submit a patch for the documentation.
--
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Email/Jabber: cedric.krier-***@public.gmane.org
Tel: +32 472 54 46 59
Website: http://www.b2ck.com/
Dale Scott
2014-07-22 18:11:43 UTC
Permalink
----- Original Message -----
From: "Cédric Krier" <cedric.krier-***@public.gmane.org>
To: tryton-/***@public.gmane.org
Sent: Tuesday, July 22, 2014 3:00:02 AM
Subject: Re: [tryton] How does Dashboard Module work?
Post by Cédric Krier
Post by Mathias Behrle
Thank you all for the tips, I can now configure the dashboard - I would
not have been able to guess what was needed without this help!
So timeto submit a patch for the documentation.
+1 It will help all of us if you can find the time to summarize what you've learned. I'm still working basic material workflows, but will want to explore dashboards soon and I doubt I'm alone...

---
Dale Scott
Transparency with Trust
http://www.dalescott.net
Dale Scott
2014-07-22 23:41:50 UTC
Permalink
Post by Dale Scott
Sent: Tuesday, July 22, 2014 3:00:02 AM
Subject: Re: [tryton] How does Dashboard Module work?
Post by Cédric Krier
So timeto submit a patch for the documentation.
+1 It will help all of us if you can find the time to summarize what
you've learned. I'm still working basic material workflows, but will want
to explore dashboards soon and I doubt I'm alone...
I forgot to ask where specifically should this type of documentation exist,
and how *exactly* does one submit a documentation patch, and would
documentation like this be best put on http://doc.tryton.org,
https://code.google.com/p/tryton/wiki,
http://tryton-documentation.readthedocs.org, or somewhere else entirely
(e.g. personal blogs)?

I'm especially interested in understanding where *should* end-user module
documentation be maintained, and the dashboard module is an example
(although it seems to involve both a site administrator to configure
modules so they are available for use in dashboards, and the end-user who
configures their own dashboard). After figuring out how to *use* Tryton for
my own purposes, I'd like to contribute HowTos or Tutorials, but need
direction for how to best benefit the community.

---
Dale Scott
Transparency with Trust
http://www.dalescott.net
Sharoon Thomas
2014-07-23 03:38:04 UTC
Permalink
Post by Dale Scott
Sent: Tuesday, July 22, 2014 3:00:02 AM
Subject: Re: [tryton] How does Dashboard Module work?
Post by Cédric Krier
So timeto submit a patch for the documentation.
+1 It will help all of us if you can find the time to summarize what you've learned. I'm still working basic material workflows, but will want to explore dashboards soon and I doubt I'm alone...
I forgot to ask where specifically should this type of documentation exist, and how *exactly* does one submit a documentation patch, and would documentation like this be best put on http://doc.tryton.org, https://code.google.com/p/tryton/wiki, http://tryton-documentation.readthedocs.org, or somewhere else entirely (e.g. personal blogs)?
I'm especially interested in understanding where *should* end-user module documentation be maintained, and the dashboard module is an example (although it seems to involve both a site administrator to configure modules so they are available for use in dashboards, and the end-user who configures their own dashboard). After figuring out how to *use* Tryton for my own purposes, I'd like to contribute HowTos or Tutorials, but need direction for how to best benefit the community.
Happy to have this in http://tryton-documentation.readthedocs.org
The first section is the user guide where we explain basic concepts of Tryton. Perhaps, modules could also be documented there.
You can send a pull request on https://github.com/tryton/tryton-documentation and we will help you put it together.

That being said, the ideal place to have such documentation is the module itself, which would then appear on doc.tryton.org

Thanks & Regards


Sharoon Thomas
CEO & Chief Software Architect
Openlabs Technologies & Consulting (P) Limited

Request a call: https://clarity.fm/sharoonthomas

w: http://www.openlabs.co.in
m: +1 813.793.6736 (OPEN) Extn. 200
t: @sharoonthomas

- We win when our customers win
Pierre-Louis Bonicoli
2014-07-23 08:06:08 UTC
Permalink
Post by Sharoon Thomas
Post by Dale Scott
Sent: Tuesday, July 22, 2014 3:00:02 AM
Subject: Re: [tryton] How does Dashboard Module work?
Post by Cédric Krier
So timeto submit a patch for the documentation.
+1 It will help all of us if you can find the time to summarize
what you've learned. I'm still working basic material workflows,
but will want to explore dashboards soon and I doubt I'm alone...
I forgot to ask where specifically should this type of documentation
exist, and how *exactly* does one submit a documentation patch, and
would documentation like this be best put on http://doc.tryton.org,
https://code.google.com/p/tryton/wiki,
http://tryton-documentation.readthedocs.org, or somewhere else
entirely (e.g. personal blogs)?
I'm especially interested in understanding where *should* end-user
module documentation be maintained, and the dashboard module is an
example (although it seems to involve both a site administrator to
configure modules so they are available for use in dashboards, and the
end-user who configures their own dashboard). After figuring out how
to *use* Tryton for my own purposes, I'd like to contribute HowTos or
Tutorials, but need direction for how to best benefit the community.
Happy to have this in http://tryton-documentation.readthedocs.org
The first section is the user guide where we explain basic concepts of
Tryton. Perhaps, modules could also be documented there.
You can send a pull request
on https://github.com/tryton/tryton-documentation and we will help you
put it together.
That being said, the ideal place to have such documentation is the
module itself, which would then appear on doc.tryton.org
<http://doc.tryton.org>
Hi,

The sources of http://doc.tryton.org are the "doc" directories of
trytond, trytond and modules repositories hosted at
http://hg.tryton.org. This is the most official documentation. In order
to improve this one, the workflow (a review is included) explained here
[1] must be followed. In my opinion this one is developer oriented.

The content of https://code.google.com/p/tryton/wiki should be removed
and integrated to the official documentation. The modifications of the
wiki aren't reviewed: informations are useful but authors didn't take
the time to follow the workflow of doc.tryton.org. [2 (french)]

As Sharoon stated, source of http://tryton-documentation.readthedocs.org
is https://github.com/tryton/tryton-documentation. In order to improve
this one, follow the github workflow and create a pull request.
This doc is splitted in 4 parts:
- http://tryton-administration-manual.readthedocs.org/ is end-user oriented
- http://tryton-documentation.readthedocs.org/ is developer oriented.
- a demo module
- tryton client doc (same as http://doc.tryton.org/3.2/tryton/doc/)

I don't know why tryton-documentation isn't merged with doc.tryton.org,
it seems this was discussed at the TUB2013 [3].

A brief description of the module (like [4]) could be added to
doc.tryton.org and an end-user documentation could be added to
tryton-administration-manual.

[1] https://code.google.com/p/tryton/wiki/HowtoContribute
[2] http://www.tryton.org/~irclog/fr/2013-01-23.log.html
[3] http://comments.gmane.org/gmane.comp.python.tryton/5594
[4] http://doc.tryton.org/3.2/modules/bank/doc/index.html

Pierre-Louis
f***@gmail.com
2015-08-09 20:44:20 UTC
Permalink
I don't know if someone ever updated the documentation, but I made some
screenshots for it:


0. Install the dashboard module

1. Go to Administration > User interface > Actions > Actions


<Loading Image...>

2. Choose whatever you want to show up in the dashboard (Invoices, in this
case)
3. In the Usage field, write "dashboard" (without quotes)

<Loading Image...>

4. Go to User > Preferences in the top menu

<Loading Image...>


5. In the user preferences, go to the Dashboard tab and create a new record

<Loading Image...>

6. Choose the the Action which you activated previously (steps 2 and 3;
Invoices for the present example).

<Loading Image...>


7. You can choose to show the Dashboard when the Tryton client starts if
you add it to the default actions:

<Loading Image...>

<Loading Image...>
8. You are done. Next time, you will have the view on your dashboard on the
screen.

<Loading Image...>
Luciano Rossi
2018-03-29 13:32:16 UTC
Permalink
Hi everyone!
Post by LAG Robin Baumgartner
Post by Mathias Behrle
* Paul Leverett: " [tryton] How does Dashboard Module work?" (Mon, 21 Jul 2014
Post by Paul Leverett
I have installed Dashboard module (v 3.0.0) but cannot see what it does or
how to use it. I cannot find any documentation on this module.
Have a look at the user preferences. There you have to define actions, that
shall be shown on the dashboard.
And there is a small catch to it since 3.0: To have actions actually
showing up in the selection field under user preferences, you have to
first mark them. To do so go to administration/user
interface/actions/actions and write the string "dashboard" in the usage
field for those actions you're interested in.
I could configure the dashboard, but it seems that I cannot figure out
how to do not open the other actions (besides Dashboard) that I added to
the user when the user login. I just want that Tryton opens the
Dashboard tab.

PS: I think this kind of information should be at doc.tryton.org. Should
I add a ticket to bugs.tryton.org?

Thanks!
--
Luciano Rossi - ***@gcoop.coop
http://gcoop.coop - Cooperativa de Software Libre
Julián Alvarez 958 CABA C1414DRT +54 11 4771-0055

Visitá www.tiendas.coop - www.nube.coop
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Sergi Almacellas Abellana
2018-03-29 13:47:07 UTC
Permalink
Post by Luciano Rossi
Hi everyone!
Hi Lucio,
Post by Luciano Rossi
Post by LAG Robin Baumgartner
Post by Mathias Behrle
* Paul Leverett: " [tryton] How does Dashboard Module work?" (Mon, 21 Jul 2014
Post by Paul Leverett
I have installed Dashboard module (v 3.0.0) but cannot see what it does or
how to use it. I cannot find any documentation on this module.
Have a look at the user preferences. There you have to define actions, that
shall be shown on the dashboard.
And there is a small catch to it since 3.0: To have actions actually
showing up in the selection field under user preferences, you have to
first mark them. To do so go to administration/user
interface/actions/actions and write the string "dashboard" in the usage
field for those actions you're interested in.
I could configure the dashboard, but it seems that I cannot figure out
how to do not open the other actions (besides Dashboard) that I added to
the user when the user login. I just want that Tryton opens the
Dashboard tab.
Then just only add the dashobard action under the actions field on the
user preferences.
Post by Luciano Rossi
PS: I think this kind of information should be at doc.tryton.org. Should
I add a ticket to bugs.tryton.org?
Yes, please. An issue improving the documentation will be very welcome.
--
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www.koolpi.com
Twitter: @pokoli_srk
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Luciano Rossi
2018-03-29 14:20:56 UTC
Permalink
Post by Sergi Almacellas Abellana
Post by Luciano Rossi
Hi everyone!
Hi Lucio,
Hi Sergi,
Post by Sergi Almacellas Abellana
Post by Luciano Rossi
Post by LAG Robin Baumgartner
Post by Mathias Behrle
* Paul Leverett: " [tryton] How does Dashboard Module work?" (Mon, 21 Jul 2014
Post by Paul Leverett
I have installed Dashboard module (v 3.0.0) but cannot see what it does or
how to use it. I cannot find any documentation on this module.
Have a look at the user preferences. There you have to define actions, that
shall be shown on the dashboard.
And there is a small catch to it since 3.0: To have actions actually
showing up in the selection field under user preferences, you have to
first mark them. To do so go to administration/user
interface/actions/actions and write the string "dashboard" in the usage
field for those actions you're interested in.
I could configure the dashboard, but it seems that I cannot figure out
how to do not open the other actions (besides Dashboard) that I added to
the user when the user login. I just want that Tryton opens the
Dashboard tab.
Then just only add the dashobard action under the actions field on the
user preferences.
Thanks sergi!
Post by Sergi Almacellas Abellana
Post by Luciano Rossi
PS: I think this kind of information should be at doc.tryton.org. Should
I add a ticket to bugs.tryton.org?
Yes, please. An issue improving the documentation will be very welcome.
I added the issue[0]. I will add a review to the doc direcotry at
dashboard module with the information provide it at this thread.

[0] https://bugs.tryton.org/issue7293

Cheers!
--
Luciano Rossi - ***@gcoop.coop
http://gcoop.coop - Cooperativa de Software Libre
Julián Alvarez 958 CABA C1414DRT +54 11 4771-0055

Visitá www.tiendas.coop - www.nube.coop
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