Translations by Victor Yu

Near “section_id” we can find buttons generally used in views related to sale's applications. This button shows documents linked with current user's department(sales/marketing/HR,etc.).

like buttons, “group by” are organized in context.

The first group is related to human resources, the second group is related to the state of the document. The third group is related to a place, and finally the last group is related to dates.

A separator is defined between each group. For example : Salesman Partner | Stage State | Shop Company | Day Month Year

Use appropriate icons as defined in :ref:`button-icon-list-link`.

In all search views, except for report's search view, groups by must be folded. The goal is to have simple view by default.

There are extended filters only in extended interface because it complicates the views. In the simplified interface, the user can use optional filters.

By default, extended filters are folded.

Generally, the user can find important fields in extended filters, but it is possible that no column is linked to the field.

Extended filters also give you the possibility to add columns that users might need.

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:

Propose new features to install (a set of modules)

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

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.

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.

search views are present in some of the types of views. There is a search part in calendar view, in list view and in statistic reports.

In extended view, in some search views, there are extended filters. These are used to allow user filtering on important elements but are not specific to a list view. For example, in Leads, there is not the Lead's country in the Lead list view, but, it regularly happens that Salesman want to filter all Leads by a specific country. It also allows you to modify columns of the list view by adding one. This kind of field is only on the extended interface and not in all search views. Our goal is to simplify, so if it is not necessary, there are no extended filters. A user can always use a personal filter.