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Hello fellow Odooers,

I’m trying to set up an automation rule in Odoo that sends an automated email whenever a date field matches the current date.

Here’s the use case:

We have a custom date field called "Due Date" (x_studio_due_date) in the Sales Module. I want to automate an email trigger such that when today’s date matches the "Due Date," an email is sent to the followers of the document asking them to check on the order and update the records.

I’ve tried using the condition “Due Date is set/is not set”, but the automation isn’t working as expected. It seems like the trigger isn’t being properly recognized.

Has anyone successfully implemented something similar or have insights into how I can get this to work? I’d really appreciate any guidance or tips!

Thanks in advance! 😊

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Nejlepší odpověď

Hi,

1. Go to Settings > Technical > Automation > Scheduled Actions

2. Click on the "Create" button to set up a new scheduled action.

3. Add the below code in the code tab to define an action.


Hope it helps

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