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emailrfqautomation
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Kylie Grant

Hi everyone, 


I have a client who makes all products to order. Their products are large and complex and typically the BOM's contain thousands of parts; therefore, when an order is received from a customer, they do a lot of purchasing to procure the required parts.  There would typically be dozens of RFQ's to go out to various suppliers.  Instead of clicking into each RFQ and selecting "Send by Email," I would like to enable them to tick the desired RFQ's from the list view of all RFQ's and then bulk send them all to the default suppliers, perhaps via a "Send RFQ's" option in the Action menu.  I would appreciate your advice on how to achieve this.  Client is on Odoo cloud v14. Many thanks. 

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Ray Carnes (ray)
Best Answer

Create a Server Action like this:



Click CREATE CONTEXTUAL ACTION to have it show up in the Action Menu:


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Kylie Grant
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That works a treat Ray, thank you very much. Now I need to update the status of all the sent RFQ's because while they did send, the status still says, 'RFQ', not 'RFQ sent' as would be the case if I'd manually clicked into each one and clicked the 'Send by Email' button. I have searched the forum but I'm completely new to Odoo and haven't found an answer that I could follow. Any tips on this next part? Cheers

Ray Carnes (ray)

Try creating a second Server Action of type "Update the Record" that sets the Status field, then create a third of type "Execute Several Actions" that runs the first two. Click REMOVE CONTEXTUAL ACTION on the first and ADD CONTEXTUAL ACTION on the third so that the Server Action that does both steps is the one that shows up in the Action Menu.

Kylie Grant
Autor

Thanks a lot Ray. I've got this working perfectly with these three server actions. Really appreciate your help.

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