Get benefit from your knowledge

Knowledge base is not to archive best practices but to use them in business. That is why KnowSystem let you efficiently employ articles: reach required ones right from any Odoo document form, reference or cite those in discussions from an email composer, print them as a PDF file with your company individual layout.

How document types and articles are linked for a quick access

Experience is not general, usually it relates to specific issues. Knowledge used for customer communication differs from suppliers' negotiations. Frequently asked questions for draft and confirmed sale orders vary. KnowSystem let you structure your articles to apply them in a correct place and at right time. To that end:

Turn on the setting 'Articles by Documents' (the option shows the top menu entry above any Odoo document) or 'Articles in Email Composers' (the option adds a quick link in a message composer editor for citing)
Create a new tag (e.g. 'odoo / helpdesk'). In the table 'Applied to' use a required model (e.g. 'helpdesk ticket') or use it for all documents (the check box 'Apply to all documents').
As advanced option you may apply additional filters: for example, to show articles only for 'new' tickets, not for 'in progress' ones. Use dynamic filters' constructor for that goal
Assign this tag for required articles. For a few articles use the mass action 'Mass update'
Now when you access a quick article search from a document or from an email composer, Odoo will calculate KnowSystem tags for this document. That's why by default users would see only articles suitable for a current document. Simultaneously, they might always change tags to use other knowledge base data.

How to overview articles which might be useful for this document

As soon as you turned on the option 'Articles by Documents', on the top of each Odoo object form view there would be a quick link 'KnowSystem'.

Click on that entry, and Odoo would open the wizard with articles. By default KnowSystem tags suitable for this document would be selected (if any). You may change those tags, or additionally filter by sections or content search. As a result list of topical articles is shown for you.

How to use company knowledge for communication

Turn on the option 'Articles in Email Composers' to let users reference or cite Knowledge records in Odoo messages. As a result the special quick entry 'KnowSystem' would be added to each Odoo email composer.
Clicking on that entry would open a wizard with a set of suitable to this document articles. You may change search by tags, add extra filtering by sections or content.
Afterwards, select required articles among found ones; choose an action. You may:
Update message body with article contents (would be added to the end of a current message)
Attach a PDF version of an article(s)
Share a public link

Direct access to KnowSystem in email composer

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