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create an automated action to create a task on the moment that the quotation is confirmed

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wafaa mohamed

Hello 

how can i  create an automated action to create a task on the moment that the quotation is confirmed


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Chris TRINGHAM

What information do you want on the task? Will you always add it to the same project?

wafaa mohamed
Author

thanks for your response but i've followed these steps correctly but no tasks appear in project

Chris TRINGHAM

Sorry to hear that. I did test this and it works in Odoo 12 Enterprise. What version are you using? Can you share any screenshots to provide more information?

wafaa mohamed
Author

I am using Odoo 13 Enterprise.

the screenshots are in the following kinks

https://drive.google.com/file/d/1tdF5oi8VQs4rPofUnfgTACrA2_cPLwe9/view?usp=sharing

https://drive.google.com/file/d/12Q9P7B3wjA84S_90_icFf2C0zuis_t8G/view?usp=sharing

Chris TRINGHAM

You need to change the first domain to "ANY" rather than "ALL" and then it should work.

wafaa mohamed
Author

Thanks it works well ,but can i create a task for each order line separately?

Chris TRINGHAM

Yes, you'd need to change the Automated Action to do that.

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Chris TRINGHAM
Best Answer

You can setup an Automated Action that is triggered when the status on sale.order changes from draft or sent (Quotation) to confirmed (Sales Order) and which creates a record in another Model (database table)

You need to be in ‘developer’ mode and navigate to Settings / Technical / (Automation) / Automated Actions and click ‘Create’. 

In the "Data to Write" tab, you need to specify the fields (which can come from the Sales Order) 

The above example will always create a task in the same project, but you can do something different.  The task name is the sales order number. You can add more fields (e.g. customer).

Here's one example of creating a record in another Model (database table): Use Automated actions to create reordering rules  

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Niyas Raphy (Walnut Software Solutions)
Best Answer

Hi,

You can create the automated action either from the user interface or from the code. If you are doing it from the front end, activate the developer mode first. Then navigate to, Settings -> Technical -> Automation -> Automated Action , here you can add a new record.

You can give name and then select the model as sale.order and in trigger condition choose on creation and in action to do set Create a new record and set values.


ALSO, just making sure you know that Odoo already has the capability to do this when you sell SERVICE products.


If you like you can have a look at it, see: https://www.youtube.com/watch?v=gKQ5tG4vK7s

Thanks

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