How to automatically create only one project (from template) for a Sale Order, even if it has multiple service lines?

Question

Hi everyone,
I have a question about linking *Sale Orders* with *Project Templates* in Odoo.
By default, Odoo creates one project *per service line* if each product is linked with a project template.
But I want a different behavior:

I want *only one project per Sale Order*, even if the order has multiple service products.

The project should be *automatically created from a specific project template* (for example, “Template A”) when the Sale Order is confirmed.

I don’t want users to manually s

Cybrosys Techno Solutions Pvt.Ltd · Answer

Hi,

Step 1: Create a Project Template

Make sure you already have a project template called “Template A”:

Go to Projects → Configuration → Project Templates

Step 2: Create a Server Action

Go to:
Settings → Technical → Automation → Automated Actions (Rules)

Click Create and set:

Model = Sales Order (sale.order)

Trigger = On create and edit

Apply on = Domain (state = 'sale')
Action to do = Add an action :-
Type : Duplicate record
Record to create : Project
Duplicate from : Template A
Link

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