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How do notes and messages work on sales orders?

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Christoph Ronken

I would like to know more about the 'send message', and the 'log note' functionality for sales orders. 

What I know about them so far: 

  • Odoo logs some tracked values.

  • Send message sends an email to all followers 

  • Log note is internal, does not send an email

  • Sales orde confirmation/quotation message is automatically sent. 

  • Sales orde confirmation/quotation message can be edited through email templates.

Things I would like to know: 

  1. Where are the message/log lay-outs configured for the non-email-template messages? Their structure must be defined somewhere, but is this in the code itself? (Would this require creating a module to alter these, or is there basic functionality in the back-end?) 

  2. Can I configure when a message/log is made? (I know I can add extra ones through automated actions, but can I also prevent messages/logs from being created? Maybe through an 'is_active' field or something similar?)
     

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Anthony
Best Answer

For quesiton 2, if you open the model and select the field there is a selection option called Tracking (track_visibility).  It has 2 options "on change" and "always".

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