I need to create an automated action that do the follows:
- If the lead is in the won stage
- I want to create the same lead for the next year
Please note that I have the standard vision not the custom so I can't use python code
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This should be possible in version 16, something like this:
You need to select all the fields you want to set or copy and then the values, either copied or set here. I would suggest that maybe you create a new stage for scheduled renewals (or whatever they are) and hide them.
It might need more work on the date. I used Expected Closing with this formula:
datetime.datetime.today() + datetime.timedelta(days=365)
I can't use a python expression because I am using odoo standard, thank you for your comment
As far as I know, you can use Python expressions in Automated Actions. Have you tried it?
Hi, so when the stage of the CRM record moves to won stage you want to create a new record with a future date, so here's how you can achieve it.
So this is for v17 where automated action configuration has somewhat changed, but anyways irrespective of the version you need to make sure that your the automated action gets triggered when the stage changes and we need to execute a python code :
for rec in records:
if rec.stage_id.is_won:
rec.copy({'date_deadline': rec.date_deadline + dateutil.relativedelta.relativedelta(years=+1)})
In the code we verify if the lead has moved to a stage where is_won is True and then we create the duplicate of the record along with updating the 'expected closing' date by adding 1 year to the date in current record.
I have 16
Hi,
Please check whether the below method satisfies your need
And choose "Create new record" Action from action to do
Hope it helps
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Which version of Odoo? Automated Actions have changed in v17.