I'm waiting to create a new automated action for CRM that will created a scheduled activity of "call" when a prospect moves from one stage to another. The activity should have a due date of one week from the day it moves to the new stage. Can someone advise which fields/evaluation types/values etc I need to include in my automated action to make this happen? I've tried various combinations but either get an ambiguous error or nothing happens.
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Contabilidad
- Inventario
- PoS
- Proyecto
- MRP
Se marcó esta pregunta
1
Responder
9627
Vistas
You can create from Automated actions .. settings>technical>actions while on developer mode. If you don't view this menu, you would have to install from Apps 'Automated Action Rules' module.
Create new:
Model - Lead/Opportunity
Trigger - On Update
Trigger Fields - Stage(crm.lead)
Domain -If there are specific stages you wish to specify or exclude
Action to do - Create Next Activity
You can then select the activity "call" to be created and whom to be assigned and Due Date in 1 week
Perfect, thank you very much.
How to run automated activity for projects
Follow the above answer, change the model to task
i am using Odoo 16 EE, i want to have same functionality for CRM when a user create a Lead then an Activity automatically be generated but i failed to see the both Trigger related fields as mentioned, can you please help where is it in Odoo 16? or i am looking wrong options Settings -> Technical -> Actions and Settings -> Technical -> Server Actions. and below is the topic link i have created today 21-Aug-2023
regards
¿Le interesa esta conversación? ¡Participe en ella!
Cree una cuenta para poder utilizar funciones exclusivas e interactuar con la comunidad.
Inscribirse| Publicaciones relacionadas | Respuestas | Vistas | Actividad | |
|---|---|---|---|---|
|
3
feb 24
|
2829 | ||
|
CRM automations
Resuelto
|
|
1
dic 24
|
1870 | |
|
2
mar 24
|
2710 | ||
|
|
0
oct 21
|
2572 | ||
|
3
ene 20
|
3979 |
