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followerautomaticleadopportunity
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Perino

I would like to add automatically a Channel as follower when a new lead is created. My idea is to do it with a new Server Action, but I am not sure whether this is the right approach.

So I created a new Server Action under Technical Settings with following parameters:

Model: Lead/Opportunity
Action to Do: Add Followers
Add Channels: Sales

But this is not working (Odoo12)! What's wrong? What can I do that this Channel will be added automatically while creating a new Lead/Opportunity?

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faOtools
Best Answer

Hi,

server actions do not assume automation. It is a way to add the action in the top menu entry 'Action' (if you pushed the button 'create contextual actions'). Besides, that action might be used in the code.

Defaults are defined in the interface:

  1. Turn on the debug mode

  2. Go to Odoo settings > technical > actions > user defined defaults

However, with followers it would not work, since you can't define proper json here. It might be done only through coding.

Luckily, you are working with opportunities, which have a super parent - Sales Team (crm.team):

  1. go to CRM / Configuration / Sales Team. Select a required one

  2. Add the channel to followers

  3. That is it: all new opportunities would take this channel as a follower


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Pranav P S
Best Answer

You can override "_add_follower_command" method in "mail.followers" model

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Perino
Autor Best Answer

@Odoo Tools: i've tested your recommendation adding channel to followers in Sales Team, but it is not working!

New opportunities still not have the channel included!

@Odoo Tools: I've checked, Sales Team is assigned to Opportunity!


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faOtools

Are you sure, that a sales team has been assigned to opportuniy? Try to manually change it.

faOtools

It is pretty much strange: I just checked it on demo.odoo.com (v12e) & on a clean instance of 12c. Everything works. The only thing I can assume is that you are using some community module which hurdles it.

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