This is the documentation for older versions of Odoo (formerly OpenERP).

See the new Odoo user documentation.

See the new Odoo technical documentation.

Configuration wizards

A common layout for all wizards

  • Adapted title to each application : as introduced, chosen application leads to one configuration wizard. Then the configuration wizard has to have a title related to the application.

  • Picture and information on the left : all wizards have to have one business picture and an explanation text regarding the business application to configure.

  • Objects (Documents) to configure on the right : all objects related to the application must be chosen with selection box. And have to be placed on the right

  • Allow user to Skip or Configure : each wizard has to have 2 buttons, one to Skip and one to configure. These buttons have to be placed below on the right.

  • Progress bar : to allow user see where he is in configuration, all wizards have to have a progress bar with the percentage of completion of database. Separators : Each parts of the wizard has to be separated by a separator bar

Configuration wizards are optional

Configuration wizards are optional. The system must be usable and configured by default even if the administrator skips all steps during the configuration process. Configuration wizards are available only to:

  1. Propose new features to install (a set of modules)

  2. Change the default configuration of the system (and not configure the system !)

Configuration wizards are part of the applications

Most of the application wizards must be part of one application. Be sure that:

  • The application this configuration wizard belongs to is explicit

  • Terminology are dedicated to the application context. As an example, in a project management application, don't talk about analytic account or entries but talk about projects and timesheets. Avoid configuration wizards that are related to several applications.

Configuration wizards and extended/simplified views

Be sure you use extended/simplified views features also in configuration wizards. In order to simplify the configuration process, some options or wizards must be available in extended views only.