Odoo 18 New Html Editor
Introduction
To use the new HTML editor in Odoo 18, follow these steps. Odoo 18 introduced a new HTML editor with improvements that allow users to create and edit rich text content more effectively. The HTML editor can be used in various Odoo modules such as emails, website pages, and notes. Here’s how you can get started with the new HTML editor:
Steps to Use the New HTML Editor in Odoo 18:
1. Activate Developer Mode (Optional)
- If you’re an administrator and want to access more advanced settings, it’s helpful to activate Developer Mode.
- To activate Developer Mode:
- Go to Settings.
- Scroll down and click on Activate Developer Mode under the Developer Tools section.
2. Navigate to a Module that Uses the HTML Editor
- The new HTML editor is typically used in modules like Emails, Website, Notes, and Sales. To test it, navigate to any of these modules.
- Emails: Go to Settings > Email > Templates or create a new email template.
- Website: Go to Website > Pages or Blogs and open the page editor.
- Notes: Go to Notes > Create a new note.
3. Creating or Editing Content Using the HTML Editor
- Once you’re in a content editing area (such as a new email template or website page), you’ll see the new HTML editor interface.
This editor allows you to switch between rich text mode (for basic text formatting) and HTML mode (for direct HTML editing).
4. Editing in Rich Text Mode
- The HTML editor has a user-friendly interface with options like:
- Text Formatting: Bold, Italics, Underline, Strikethrough, etc.
- Paragraph Styles: Headers, Lists (ordered and unordered), alignment (left, center, right).
- Insert Links: Insert hyperlinks by selecting text and clicking the link icon.
- Insert Images: You can add images directly from your local drive or from URLs.
- Tables: Insert and edit tables for better content layout.
- Undo/Redo: For making quick changes.
5. Switching to HTML Mode (Advanced)
- If you want to write or edit the raw HTML code, you can switch to HTML mode.
- In the new HTML editor, click on the “Source” or “HTML” button (usually found in the toolbar).
- This will open the raw HTML code where you can add or modify HTML elements, attributes, and structure.
6. Insert Dynamic Fields (Optional)
- In the email or website editor, you can also insert dynamic fields such as customer names, order details, etc., by using Odoo placeholders.
- These placeholders are typically available through a dropdown or by manually typing the correct field syntax (e.g., {{ user.name }} for a user’s name).
7. Preview the Content (Optional)
- After making your changes, you can preview the content to ensure that the formatting appears correctly.
- In email templates, for instance, you can use the Preview button to check how the email would look before sending it.
- In the website module, you can click on Preview to check the page before publishing.
8. Save Your Work
- Once you’re satisfied with your content, be sure to save your changes.
- In an email template, click Save or Save & Close.
- In a website page, click Save or Publish to make the page live.
9. Using the HTML Editor in Other Odoo Modules
- The HTML editor is now available across other Odoo modules where rich text editing is required, such as Invoicing, CRM, and Projects.
- You can use the same process as outlined above to create and edit content in these modules.
Conclusion:
Odoo 18’s new HTML editor provides a more powerful and flexible way to create and edit content across the platform. With its intuitive interface, users can easily format text, insert images, tables, links, and even switch to raw HTML for more advanced customizations. Whether you’re creating email templates, editing website pages, or writing notes, the new HTML editor enhances your ability to manage content efficiently and professionally in Odoo.
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