Quy tắc tự động hoá¶
Automation rules allow the execution of one or more predefined actions in response to a specific trigger, e.g., create an activity when a field is set to a specific value, or archive a record 7 days after its last update.
When creating an automation rule, domain filters allow you to add conditions that must be met for the automation rule to run, e.g., the opportunity must be assigned to a specific salesperson, or the state of the record must not be Draft.
To create an automation rule with Odoo Studio, proceed as follows:
Open Studio and click Automations, then New.
Give the automation rule a clear, meaningful name that identifies its purpose.
Select the trigger and, if necessary, fill in the fields that appear on the screen based on the chosen trigger.
Click Add an action, then select the Type of action and fill in the fields that appear on the screen based on your selected action.
Click Save & Close or Save & New.
Example
To ensure follow-up on less satisfied clients, this automation rule creates an activity 3 months after a sales order is created for clients with a satisfaction percentage lower than 30%.
Mẹo
Use the Notes tab to document the purpose and functioning of automation rules. This makes rules easier to maintain and facilitates collaboration between users.
To modify the model targeted by the automation rule, switch models before clicking Automations in Studio, or activate developer mode, create or edit an automation rule, and select the Model in the Automation Rules form.
Automation rules can be created from any kanban stage by clicking the (Settings) icon that appears when hovering over the kanban stage name, then selecting Automations. In this case, the Trigger is set to Stage is set to by default, but it can be changed if necessary.
Bộ khởi động¶
The Trigger is used to define what kind of event needs to occur for the automation rule to run. The available triggers depend on the model. Five trigger categories are available overall:
Adding conditions¶
Domain filters allow you to determine the records an automation rule should target or exclude. Efficient filtering enhances overall performance as it avoids unnecessary processing on records that are not impacted by the rule.
Mẹo
Activate developer mode before creating an automation rule to have the most flexibility in adding domain filters.
Depending on the trigger chosen, it is possible to define one or more conditions a record must meet before and/or after a trigger occurs.
The Before Update Domain defines the conditions a record must meet before the trigger event occurs, e.g., the record must have
Type = Customer InvoiceandStatus = Posted.With developer mode activated, click Edit Domain, if available, then New Rule.
Extra Conditions, or in some cases Apply on filters, define the conditions a record must meet after the trigger event occurs, e.g., the customer invoice must have
Payment Status = Partially Paid.With developer mode activated if needed, click Add conditions or Edit Domain, as relevant, then New Rule.
When a trigger occurs, e.g., the payment status of a posted customer invoice is updated, the automation rule checks the defined conditions and only executes the action if the record matches those conditions.
Example
If the automated action should be executed when an email address is set for the first time (in
contrast to modifying an email address) on an existing contact that is an individual rather than
a company, use Email is not set and Is a Company is not set as the Before Update
Domain and Email is set as the Apply on domain.
Ghi chú
The Before Update Domain is not checked upon the creation of a record.
Giá trị đã được cập nhật¶
Trigger automated actions when specific changes happen in the database. The triggers available in this category depend on the model and are based on common changes, such as adding a specific tag (e.g., to a task) or setting a field's value (e.g., setting the User field).
Select the trigger, then select a value if required.
Sự kiện email¶
Trigger automated actions upon receiving or sending emails.
Điều kiện thời gian¶
Trigger automated actions at a point in time relative to a date field or to the creation or update of a record. The following triggers are available:
Based on date field: The action is triggered a defined period of time before or after the date of the selected date field.
After creation: The action is triggered a defined period of time after a record is created and saved.
After last update: The action is triggered a defined period of time after an existing record is edited and saved.
You can then define:
a Delay: Specify the number of minutes, hours, days, or months. To have an action executed before the trigger date, specify a negative number. If you selected the Based on date field trigger, you must also select the date field to be used to determine the delay.
Ghi chú
By default, the scheduler checks for time-triggered automation rules every 240 minutes, or 4 hours. This frequency is generally sufficient for delays such as 3 months after the order date or 7 days after the last update.
For delays of less than the equivalent of 2400 minutes, or 40 hours, the system recalculates the frequency of this check to ensure that more granular delays, e.g., 1 hour before the event start date and time, or 30 minutes after creation, can be respected as closely as possible.
An on-screen message indicates the possible delay after the scheduled triggering of the rule.
To view or manually edit the frequency of the scheduler, with developer mode activated, go to to see all scheduled actions for your database.
Enter
Automationin the search bar, then, in the list of results, click Automation Rules: check and execute. If desired, update the value of the Execute Every field. Click Run Manually at any time to manually trigger this scheduled action.Extra Conditions: Click Add condition, then specify the conditions to be met for the automation rule to run. Click New Rule to add another condition.
The action is executed when the delay is reached and the conditions are met.
Example
To send a reminder email 30 minutes before the start of a calendar event, select
Start (Calendar Event) as the date field for the Trigger and set the
Delay to -30 Minutes.
Tùy chỉnh¶
Trigger automated actions:
On save: when a record is saved.
On deletion: when a record is deleted.
On UI change: when a field's value is changed on the Form view, even before the record is saved.
For the On save and On UI change triggers, you must then select the field(s) to be used to trigger the automation rule in the When updating field.
Cảnh báo
If no field is selected in the When updating field, the automated action may be executed multiple times per record.
Optionally, you can also define additional conditions to be met to trigger the automation rule in the Apply on field.
Example
To trigger an automated action upon the creation of a record, e.g., when a new contact is
created, select the On save trigger and use
ID is not set as the Before Update Domain and ID is set as the
Apply on domain. Make sure the correct field is selected in the When
updating field.
When a new contact is saved, it is automatically assigned a database ID, thereby triggering the automation rule.
Ghi chú
The On UI change trigger can only be used with the Execute Code action and only works when a modification is made manually. The action is not executed if the field is changed through another automation rule.
Bên ngoài¶
Trigger automated actions based on a specific event in an external system or application using a webhook.
After the webhook is configured in Odoo, where the webhook's URL is generated and the target record defined, it needs to be implemented in the external system.
Cảnh báo
It is highly recommended to consult with a developer, solution architect, or another technical role when deciding to use webhooks and throughout the implementation process. If not properly configured, webhooks may disrupt the Odoo database and can take time to revert.
Ghi chú
It is also possible to set up an automated action that sends data to a external system's webhook when an event occurs in your Odoo database.
Xem thêm
Tác vụ¶
Once you have defined the automation rule's trigger, click Add an action in the Actions To Do tab to define the action to be executed.
Mẹo
You can define multiple actions for the same automation rule. By default, actions are executed in the order in which they were defined.
This means, for example, that if you define an Update record action and then a Send email action where the email references the field that was updated, the email uses the updated values. However, if the Send email action is defined before the Update record action, the email uses the values set before the record is updated.
To change the order of defined actions, click the (drag handle) icon beside an action and drag it to the desired position.
Cập nhật bản ghi¶
This action updates one of the record's (related) fields. Click the Update field and, in the list that opens, select or search for the field to be updated. If needed, click the (right arrow) next to the field name to access the list of related fields.
If you selected a many2many field, choose whether the field must be updated by Adding, Removing, or Setting it to the selected value or by Clearing it.
Example
If you want the automated action to remove a tag from the customer record, set the Update field to Customer > Tags, select by Removing, then select the tag.
Mẹo
Ngoài ra, bạn cũng có thể thiết lập trường của bản ghi một cách linh hoạt bằng mã Python. Để thực hiện, chọn Tính toán thay vì Cập nhật, sau đó nhập mã sẽ được sử dụng để tính giá trị của trường. Ví dụ, nếu bạn muốn quy tắc tự động tính toán trường ngày giờ tùy chỉnh khi mức độ ưu tiên của nhiệm vụ được đặt thành Cao (bằng cách đánh dấu sao cho nhiệm vụ), bạn có thể xác định trình kích hoạt Mức độ ưu tiên được đặt thành thành Cao và xác định hành động Cập nhật bản ghi như sau:
Tạo hoạt động¶
This action is used to schedule a new activity linked to the record. Select an Activity Type, enter a Title and description, then specify when you want the activity to be scheduled in the Due Date In field, and select a User type:
To always assign the activity to the same user, select Specific User, then add the user in the Responsible field;
To target a user linked to the record dynamically, select Dynamic User (based on record) and change the User Field if necessary.
Example
After a lead is turned into an opportunity, you want the automated action to set up a call for the user responsible for the lead. To do so, set the Activity Type to Call and the User Type to Dynamic User (based on record).
Send Email and Send SMS¶
Những tác vụ này được sử dụng để gửi email hoặc tin nhắn văn bản đến một liên hệ được liên kết với một bản ghi cụ thể. Để thực hiện, hãy chọn hoặc tạo một Mẫu email hoặc Mẫu SMS. Sau đó, trong trường Gửi email dưới dạng hoặc Gửi SMS dưới dạng, chọn cách bạn muốn gửi email hoặc tin nhắn văn bản:
Email: to send the message as an email to the recipients of the Email Template.
Message: to post the message on the record and notify the record's followers.
Note: to send the message as an internal note visible to internal users in the chatter.
SMS (without note): to send the message as a text message to the recipients of the SMS template.
SMS (with note): to send the message as a text message to the recipients of the SMS template and post it as an internal note in the chatter.
Note only: to only post the message as an internal note in the chatter.
Gửi WhatsApp¶
Quan trọng
To automate the sending of WhatsApp messages, one or more WhatsApp templates must be created.
This action is used to send a WhatsApp message to a contact linked to a specific record. To do so, select the appropriate WhatsApp Template from the dropdown menu.
Add Followers and Remove Followers¶
This action is used to subscribe/unsubscribe existing contacts to/from the record.
Tạo bản ghi¶
This action is used to create a new record on any model.
Chọn mô hình cần thiết trong trường Bản ghi cần tạo; mặc định trường này chứa mô hình hiện tại. Chỉ định Tên cho bản ghi, sau đó nếu muốn tạo bản ghi trên mô hình khác, hãy chọn một trường trong trường Trường liên kết để liên kết bản ghi đã kích hoạt việc tạo bản ghi mới.
Ghi chú
The dropdown list related to the Link Field field only contains one2many fields existing on the current model that are linked to a many2one field on the target model.
Mẹo
You can create another automation rule with Cập nhật bản ghi actions to update the fields of the new record if necessary. For example, you can use a Create Record action to create a new project task and then assign it to a specific user using an Update Record action.
Thực thi mã¶
Quan trọng
For automation rules that require the execution of custom code, note that maintenance of custom code is not included in the Standard or Custom pricing plans and incurs additional fees.
This action is used to execute Python code. You can write your code into the Code tab using the following variables:
env: environment on which the action is triggeredmodel: model of the record on which the action is triggered; is a void recordsetrecord: record on which the action is triggered; may be voidrecords: recordset of all records on which the action is triggered in multi-mode; this may be left emptytime,datetime,dateutil,timezone: useful Python librariesfloat_compare: utility function to compare floats based on specific precisionlog(message, level='info'): logging function to record debug information in ir.logging table_logger.info(message): logger to emit messages in server logsUserError: exception class for raising user-facing warning messagesCommand: x2many commands namespaceaction = {...}: to return an action
Mẹo
The available variables are described both in the Code and Help tabs.
Xem thêm
Gửi thông báo webhook¶
This action is used to send a POST API request with the values of the selected Fields
to the webhook URL specified in the URL field.
The Sample Payload provides a preview of the data included in the request using a random record's data or dummy data if no record is available.
Ghi chú
It is also possible to set up an automated action that uses a webhook to receive data from an external system when a predefined event occurs in that system.
Thực thi tác vụ hiện có¶
The action is used to trigger multiple actions (linked to the current model) at the same time. To do so, click on Add a line, then, in the Add: Child Actions pop-up, select an existing action or click New to create a new one.