Skip to Content
Dette spørgsmål er blevet anmeldt
followerautomaticleadopportunity
4 Besvarelser
9928 Visninger
Avatar
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?

Avatar
Kassér
Avatar
faOtools
Bedste svar

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


Avatar
Kassér
Avatar
Pranav P S
Bedste svar

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

Avatar
Kassér
Avatar
Perino
Forfatter Bedste svar

@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!


Avatar
Kassér
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.

Related Posts Besvarelser Visninger Aktivitet
Sales. Advice Lead vs Opportunity Løst
lead opportunity
Avatar
Avatar
1
maj 20
12866
Automated Actions Question - Automatic lead conversion
lead opportunity conversion
Avatar
1
jan. 24
219
to let folllowers see the leads
sales follower lead
Avatar
Avatar
1
jan. 17
3265
What trigger to execute Automatic Assignation Lead? Løst
automatic lead assigning
Avatar
Avatar
1
jun. 16
4748
How is the name of an object set after a merge?
merge lead opportunity
Avatar
0
mar. 15
4751