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crmstageautomationpipeline
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ANRD

In Odoo v16 I'm trying to archive an Opportunity when it is moved into a a Pipeline Stage named Completed. The automation is not being carried out and I could use some help understanding why. I've configured the following:


Model: Lead/Opportunity

Trigger: On Update

Trigger Fields: Stage (Lead/Opportunity)

Before Update: Stage > Stage Name is not = "Completed"

Apply on: Stage > Stage Name = "Completed"

Action To Do: Update the Record


Data to Write

Field: Active (Lead/Opportunity), Evaluation Type: Value, Value: False

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Jainesh Shah(Aktiv Software)
Best Answer

Hi @Asher Rodriquez-Dunn

I hope you are doing well,

For you to archive a record through the automated action, you will need to implement the following configurations as displayed in the screenshot provided below.

You will need to select execute python code in action to do field and use the code as in screenshot.

I hope this will help you.

Thanks & Regards,
Email: odoo@aktivsoftware.com
Skype: kalpeshmaheshwari

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ANRD
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This is very helpful @Jainesh Shah(Aktiv Software) - thank you!

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