[IMP] essentials/properties: update Property fields doc 19

content/applications/essentials/property_fields.rst

@@ -8,12 +8,12 @@ fields allow information storage and management by adding values.
 
 .. admonition:: Property vs. regular fields
 
-   Properties act as pseudo-fields; they behave like regular fields but are not saved as columns in
-   the database. They also rely on a defined :ref:`parent record <property-fields/properties-apps>`.
+  Properties act as pseudo-fields; they behave like regular fields but are not saved as columns in
+  the database. They also rely on a defined :ref:`parent record <property-fields/properties-apps>`.
 
-   .. example::
-      Adding a property to a *task* inserts a field in *all tasks* within the *same
-      project* while other projects' tasks remain unaffected.
+  .. example::
+     Adding a property to a *task* inserts a field in *all tasks* within the *same
+     project* while other projects' tasks remain unaffected.
 
 .. _property_field/add:
 
@@ -27,87 +27,96 @@ In the popover, enter the property's :guilabel:`Label`, choose a :guilabel:`Fiel
 configure the field based on the selected type:
 
 .. list-table::
-   :header-rows: 1
-   :widths: 15 30 55
-
-   * - Field type
-     - Use
-     - Options
-   * - :ref:`Text <studio/fields/simple-fields-text>`
-     - Short text on a single line
-     - Enter a :guilabel:`Default Value` if desired.
-   * - :guilabel:`Multiline Text`
-     - Full text on multiple lines
-     - Enter a :guilabel:`Default Value` if desired.
-   * - :ref:`HTML <text-editor>`
-     - HTML field
-     - Enter a :guilabel:`Default Value` if desired.
-   * - :ref:`Checkbox <studio/fields/simple-fields-checkbox>`
-     - Checked or unchecked status
-     - Choose the :guilabel:`Default State`.
-   * - :ref:`Integer <studio/fields/simple-fields-integer>`
-     - Integer numbers (:dfn:`positive, negative, or zero, without a decimal`)
-     - Enter a :guilabel:`Default Value` if desired.
-   * - :ref:`Decimal <studio/fields/simple-fields-decimal>`
-     - Decimal numbers (:dfn:`positive, negative, or zero, with a decimal`)
-     - Enter a :guilabel:`Default Value` if desired.
-   * - :ref:`Date <studio/fields/simple-fields-date>`
-     - Selection of a date on a calendar
-     - Select a :guilabel:`Default Value` if desired.
-   * - :ref:`Date & Time <studio/fields/simple-fields-date-time>`
-     - Selection of a date on a calendar and a time on a clock
-     - Select a :guilabel:`Default Value` if desired.
-   * - :ref:`Selection <studio/fields/simple-fields-selection>`
-     - Selection of a value from a group of predefined values
-     - Add a selectable option by clicking :icon:`fa-plus` :guilabel:`Add a Value` and entering the
-       :guilabel:`Option Name`.
-
-       If desired, set an option as default by clicking the :icon:`fa-star-o`
-       (:guilabel:`Select Default`) button.
-
-       Reorder the options by dragging and dropping them using the :icon:`oi-draggable`
-       (:guilabel:`drag handle`) button.
-
-       Delete an option by clicking the :icon:`fa-trash-o` (:guilabel:`Remove Property`) button.
-   * - :ref:`Tags <studio/fields/relational-fields-tags>`
-     - Selection of multiple values in the form of tags
-     - Enter a :guilabel:`Tag` name and press `Enter` to save it.
-
-       Change a tag's color by clicking it and selecting another one.
-   * - :ref:`Many2one <studio/fields/relational-fields-many2one>`
-     - Selection of a single record from another model
-     - Enter the :guilabel:`Model` name. Configure its :ref:`Domain <search/custom-filters>` to
-       filter records if needed.
-
-       Select a :guilabel:`Default Value` if desired.
-   * - :ref:`Many2many <studio/fields/relational-fields-many2many>`
-     - Selection of multiple records from another model
-     - Enter the :guilabel:`Model` name. Configure its :ref:`Domain <search/custom-filters>` to
-       filter records if needed.
-
-       Select a :guilabel:`Default Value` if desired.
-   * - :guilabel:`Separator`
-     - Group several properties under a foldable label
-     -
-
-Click outside the popover to save the added property.
+  :header-rows: 1
+  :widths: 20 30 50
+
+  * - Field type
+    - Use
+    - Options
+  * - :ref:`Text <studio/fields/simple-fields-text>`
+    - Short text on a single line
+    - Enter a :guilabel:`Default Value` if desired.
+  * - :ref:`Multiline Text <studio/fields/simple-fields-multiline-text>`
+    - Full text on multiple lines
+    - Enter a :guilabel:`Default Value` if desired.
+  * - :ref:`HTML <studio/fields/simple-fields-html>`
+    - HTML field
+    - Enter a :guilabel:`Default Value` if desired.
+  * - :ref:`Checkbox <studio/fields/simple-fields-checkbox>`
+    - Checked or unchecked status
+    - Choose the :guilabel:`Default State`.
+  * - :ref:`Integer <studio/fields/simple-fields-integer>`
+    - Integer numbers (:dfn:`positive, negative, or zero, without a decimal`)
+    - Enter a :guilabel:`Default Value` if desired.
+  * - :ref:`Decimal <studio/fields/simple-fields-decimal>`
+    - Decimal numbers (:dfn:`positive, negative, or zero, with a decimal`)
+    - Enter a :guilabel:`Default Value` if desired.
+  * - :ref:`Monetary <studio/fields/simple-fields-monetary>`
+    - Selection of a (cost) currency
+    - Enter a :guilabel:`Default Value` if desired.
+  * - :ref:`Date <studio/fields/simple-fields-date>`
+    - Selection of a date on a calendar
+    - Select a :guilabel:`Default Value` if desired.
+  * - :ref:`Date & Time <studio/fields/simple-fields-date-time>`
+    - Selection of a date on a calendar and a time on a clock
+    - Select a :guilabel:`Default Value` if desired.
+  * - :ref:`Selection <studio/fields/simple-fields-selection>`
+    - Selection of a value from a group of predefined values
+    - Add a selectable option by clicking :icon:`fa-plus` :guilabel:`Add a Value` and entering the
+      :guilabel:`Option Name`.
+
+      If desired, set an option as default by clicking the :icon:`fa-star-o`
+      (:guilabel:`Select Default`) button.
+
+      Reorder the options by dragging and dropping them using the :icon:`oi-draggable`
+      (:guilabel:`drag handle`) button.
+
+      Delete an option by clicking the :icon:`fa-trash-o` (:guilabel:`Remove Property`) button.
+  * - :ref:`Tags <studio/fields/relational-fields-tags>`
+    - Selection of multiple values in the form of tags
+    - Enter a :guilabel:`Tag` name and press `Enter` to save it.
+
+      Change a tag's color by clicking it and selecting another one.
+  * - :ref:`Many2one <studio/fields/relational-fields-many2one>`
+    - Selection of a single record from another model
+    - Enter the :guilabel:`Model` name. Configure its :ref:`Domain <search/custom-filters>` to
+      filter records if needed.
+
+      Select a :guilabel:`Default Value` if desired.
+  * - :ref:`Many2many <studio/fields/relational-fields-many2many>`
+    - Selection of multiple records from another model
+    - Enter the :guilabel:`Model` name. Configure its :ref:`Domain <search/custom-filters>` to
+      filter records if needed.
+
+      Select a :guilabel:`Default Value` if desired.
+  * - :guilabel:`Separator`
+    - Group several properties under a foldable label
+    -
 
 .. note::
-   - Select whether to display the property in the Kanban, List, or Calendar views cards for every
-     field with the :guilabel:`Display in Cards` option.
+   - Enter a :guilabel:`Suffix` to specify the contextual description that is automatically
+     appended to the displayed value of the field type. For example, to indicate cost per
+     kilometer, select the :guilabel:`Monetary` field type an name it **Cost**, then enter **per
+     km** in the :guilabel:`Suffix` field. The property displays the following: **Cost** [added
+     value] **per km**.
+   - Enable :guilabel:`Display in Cards` to select whether to display the property in the Kanban,
+     List, or Calendar views cards for every field.
+   - Enable :guilabel:`AI` to add :ref:`AI fields <ai/add-a-new-field/properties>` to the property.
+     Write a :guilabel:`Prompt` and/or type `/field` to insert dynamic values.
    - To add another property, click :icon:`fa-plus` :guilabel:`Add a Property` at the bottom of the
      form while.
 
 .. tip::
-   To edit an existing property, hover the cursor over the property:
+   - To edit an existing property, hover the cursor over the property:
 
-   - Click the :icon:`fa-pencil` (:guilabel:`pencil`) button to open a popover and modify the
-     property. In the popover, click the :icon:`fa-chevron-up` (up) or :icon:`fa-chevron-down`
-     (down) chevron to move a property upwards or downwards.
-   - Click :icon:`fa-trash` :guilabel:`Delete`, then :guilabel:`Delete` to delete it. Deleting
-     a property is permanent.
-   - Use the :icon:`oi-draggable` (:guilabel:`drag handle`) icon to drag and drop the property to
-     reorder or regroup.
+     - Click the :icon:`fa-pencil` (:guilabel:`pencil`) button to open a popover and modify the
+       property. In the popover, click the :icon:`fa-chevron-up` (up) or :icon:`fa-chevron-down`
+       (down) chevron to move a property upwards or downwards.
+     - Click :icon:`fa-trash` :guilabel:`Delete`, then :guilabel:`Delete` to permanently remove it.
+     - Use the :icon:`oi-draggable` (:guilabel:`drag handle`) icon to drag and drop the property to
+       reorder or regroup.
+
+   - Click outside the popover to save the added property.
 
 .. _property-fields/properties-apps:
 
@@ -117,93 +126,100 @@ Properties across apps
 Property fields can be defined in the :ref:`form view <studio/views/general/form>` of multiple
 models. Once set, the property is shared by all records that are linked to the same *parent*.
 
-  .. list-table::
-        :widths: 20 40 40
-        :header-rows: 1
-        :stub-columns: 1
-
-        * - App
-          - Model
-          - Parent
-        * - :guilabel:`Accounting`
-          - :ref:`Asset/Revenue Recognition <create-assets-entry>`
-
-            :doc:`Loan </applications/finance/accounting/bank/loans>`
-          - :ref:`Asset model <assets/asset-model>`
-
-            :ref:`Journal <cheat_sheet/journals>`
-        * - :guilabel:`Appraisals`
-          - :ref:`Employee Appraisal <appraisals/manual>`
-          - :ref:`Department <employee/create-departments>`
-        * - :guilabel:`Approvals`
-          - Approval Request
-          - Category
-        * - :guilabel:`CRM`
-          - :doc:`Lead/Opportunity </applications/sales/crm/acquire_leads/email_manual>`
-          - :ref:`Sales team <crm/sales-team-dashboard>`
-        * - :guilabel:`Employees`
-          - :ref:`Employee <employees/general-info>`
-          - :ref:`Company <employees/general-info>`
-        * - :guilabel:`Events`
-          - :doc:`Event Registration </applications/marketing/events/registration_desk>`
-          - :ref:`Event <events/new-event>`
-        * - :guilabel:`Fleet`
-          - :doc:`Vehicle </applications/hr/fleet/new_vehicle>`
-          - :ref:`Vehicle model <fleet/add-model>`
-        * - :guilabel:`Frontdesk`
-          - :ref:`Frontdesk Visitors <frontdesk/list>`
-          - :ref:`Station <frontdesk/stations>`
-        * - :guilabel:`Helpdesk`
-          - :ref:`Ticket <helpdesk/follow>`
-          - :ref:`Helpdesk team <helpdesk/create-team>`
-        * - :guilabel:`Inventory`
-          - :ref:`Lot/Serial <inventory/product_management/edit-lot>`
-
-            :doc:`Transfer
-            </applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave>`
-
-            :ref:`Batch Transfer <inventory/misc/batch_picking>`
-          - :ref:`Product variant <product-variants/add-product-variants>`
-
-            :ref:`Operation type <inventory/product_management/operation-type-setting>`
-
-            :ref:`Operation type <inventory/product_management/operation-type-setting>`
-        * - :guilabel:`Knowledge`
-          - :ref:`Knowledge Article <knowledge/articles_editing/create-article>`
-          - :ref:`Parent article <knowledge/articles_editing/create-article>`
-        * - :guilabel:`Maintenance`
-          - :ref:`Maintenance Equipment <maintenance/equipment_management/add_new_equipment>`
-          - :ref:`Equipment category <maintenance/equipment_management/add_new_equipment>`
-        * - :guilabel:`Meeting Rooms`
-          - Room
-          - Office
-        * - :guilabel:`Planning`
-          - :ref:`Shift <planning/roles>`
-          - :ref:`Role <planning/roles>`
-        * - :guilabel:`Project` / :guilabel:`Field Service`
-          - :ref:`Task <task_creation/task-configuration>`
-          - :ref:`Project <project_management/configuration>`
-        * - :guilabel:`Recruitment`
-          - :ref:`Applicant <recruitment/quick-add-applicant>`
-
-            :ref:`Job Position <recruitment/new_job_position/edit>`
-
-            Candidate
-          - :ref:`Job position <job-position/create-job-position>`
-
-            :ref:`Company <general/companies/company>`
-
-            :ref:`Company <general/companies/company>`
-        * - :guilabel:`Repairs`
-          - :ref:`Repair order <repairs/repair_orders/repair>`
-          - :ref:`Company <general/companies/company>`
-        * - :guilabel:`Sales` / etc.
-          - Product
-          - Category
+ .. list-table::
+       :widths: 20 40 40
+       :header-rows: 1
+       :stub-columns: 1
+
+       * - App
+         - Model
+         - Parent
+       * - :guilabel:`Accounting`
+         - :ref:`Asset/Revenue Recognition <create-assets-entry>`
+
+           :doc:`Loan </applications/finance/accounting/bank/loans>`
+         - :ref:`Asset model <assets/asset-model>`
+
+           :ref:`Journal <cheat_sheet/journals>`
+       * - :guilabel:`Appraisals`
+         - :ref:`Employee Appraisal <appraisals/manual>`
+         - :ref:`Department <employee/create-departments>`
+       * - :guilabel:`Approvals`
+         - Approval Request
+         - Category
+       * - :guilabel:`CRM`
+         - :doc:`Lead/Opportunity </applications/sales/crm/acquire_leads/email_manual>`
+         - :ref:`Sales team <crm/sales-team-dashboard>`
+       * - :guilabel:`Employees`
+         - :ref:`Employee <employees/general-info>`
+         - :ref:`Company <employees/general-info>`
+       * - :guilabel:`Events`
+         - :doc:`Event Registration </applications/marketing/events/registration_desk>`
+         - :ref:`Event <events/new-event>`
+       * - :guilabel:`Fleet`
+         - :doc:`Vehicle </applications/hr/fleet/new_vehicle>`
+         - :ref:`Vehicle model <fleet/add-model>`
+       * - :guilabel:`Frontdesk`
+         - :ref:`Frontdesk Visitors <frontdesk/list>`
+         - :ref:`Station <frontdesk/stations>`
+       * - :guilabel:`Helpdesk`
+         - :ref:`Ticket <helpdesk/follow>`
+         - :ref:`Helpdesk team <helpdesk/create-team>`
+       * - :guilabel:`Inventory`
+         - :ref:`Lot/Serial <inventory/product_management/edit-lot>`
+
+           :doc:`Transfer
+           </applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave>`
+
+           :ref:`Batch Transfer <inventory/misc/batch_picking>`
+         - :ref:`Product variant <product-variants/add-product-variants>`
+
+           :ref:`Operation type <inventory/product_management/operation-type-setting>`
+
+           :ref:`Operation type <inventory/product_management/operation-type-setting>`
+       * - :guilabel:`Knowledge`
+         - :ref:`Knowledge Article <knowledge/articles_editing/create-article>`
+         - :ref:`Parent article <knowledge/articles_editing/create-article>`
+       * - :guilabel:`Maintenance`
+         - :ref:`Maintenance Equipment <maintenance/equipment_management/add_new_equipment>`
+         - :ref:`Equipment category <maintenance/equipment_management/add_new_equipment>`
+       * - :guilabel:`Meeting Rooms`
+         - Room
+         - Office
+       * - :guilabel:`Payroll`
+         - :ref:`Employee/Contract <employees/general-info>`
+
+           :ref:`Payslip <payroll/new-payslip>`
+         - :ref:`Company <employees/general-info>`
+
+           :ref:`Structure <payroll/structure-types>`
+       * - :guilabel:`Planning`
+         - :ref:`Shift <planning/roles>`
+         - :ref:`Role <planning/roles>`
+       * - :guilabel:`Project` / :guilabel:`Field Service`
+         - :ref:`Task <task_creation/task-configuration>`
+         - :ref:`Project <project_management/configuration>`
+       * - :guilabel:`Recruitment`
+         - :ref:`Applicant <recruitment/quick-add-applicant>`
+
+           :ref:`Job Position <recruitment/new_job_position/edit>`
+
+           Candidate
+         - :ref:`Job position <job-position/create-job-position>`
+
+           :ref:`Company <general/companies/company>`
+
+           :ref:`Company <general/companies/company>`
+       * - :guilabel:`Repairs`
+         - :ref:`Repair order <repairs/repair_orders/repair>`
+         - :ref:`Company <general/companies/company>`
+       * - :guilabel:`Sales` / etc.
+         - Product
+         - Category
 
 .. note::
-   The following models do not depend on any *parent* and apply to all records:
+  The following models do not depend on any *parent* and apply to all records:
 
-   - :doc:`Contact Form <../../../applications/essentials/contacts>` in the :guilabel:`Contacts` app
-   - :ref:`Mailing List Contacts <marketing/mailing-list/contacts>` in the :guilabel:`Email
-     Marketing` app
+  - :doc:`Contact Form <../../../applications/essentials/contacts>` in the :guilabel:`Contacts` app
+  - :ref:`Mailing List Contacts <marketing/mailing-list/contacts>` in the :guilabel:`Email
+    Marketing` app

content/applications/productivity/ai/fields.rst

@@ -73,6 +73,8 @@ After the field is added, click the |AI| icon to refresh the field value.
    .. image:: fields/warning.png
       :alt: A warning message indicating the AI was unable to complete the request.
 
+.. _ai/add-a-new-field/properties:
+
 Add via edit properties
 -----------------------