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How can I open report when creating Sales Order using Automated Action?

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Nirali Jogani

In the automated action we can send emails at the time of record creation or updation. So, I want sales order report generated when create sales order or on update.

I tried with automated action and server action.

I tried with this configuration in OpenERP.

Automated Action values:

Rule Name : Sale Order Automated action
Related Document Model : sale.order
Active : True
Sequence : 1
Before Update Filter : Null
After Update Filter :  Null
Trigger Date : Null
Set Responsible : Null
Add Followers : Null
Server actions to run : Sales Order Report  Server Action

Server Action Values:

Action Name : Sales Order Report  Server Action
object : sale.order
action type : Client Action
condition : True
Client Action : Quotation / Order (Action usage in this action is ir.actions.report.xml)
Sequence : 1
type : ir.actions.server

I tried in different ways but can't reach to the solution. Email functionality is working properly but why it does not generate report? please, point out me a way for report generation. If any one have tried it, help me please. I also want to open wizard at the time of record creation.

Thanks.

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Nirali Jogani
Author

Hi Ben, I've changed Server Action with Action Type : Python Code Python Code: datas = {'model': 'sale.order','ids': [object.id],'form': self.read(cr, uid, [object.id],[],context)} action = {'type': 'ir.actions.report.xml', 'report_name': 'sale.order', 'datas': datas} type:ir.actions.server and all other values are remains as it is. Then after I am not able to generate report with automated action. please, point out me a little more.

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Jason
Best Answer

automatic action - sale.order - email

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Ben Bernard
Best Answer

My solution would be something like

  • add action server with action type = Python Code
  • the python code would be something like calling report service to make report. Add the created report as datas for new (or update) ir.attachment record

 

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