How to run 'action button' to create task from lead using automated action?

18 September 2023

task lead oca Odoo16.0E

Hi,

I installed the OCA module 'Lead to Task' (https://odoo-community.org/shop/lead-to-task-8918#attr=14623) and I want to run it automatically if a lead enters a certain stage in the crm pipeline. How do I do this in python code in the automated action?

This image shows the button I want to automate, after that the fields are supposed to be filled out automatically, too:

Do I need to use the python code:

action = {"type": "ir.actions.server", "id": 523} to execute it? And how do I add the fields?

Thanks you in advance!!

Friedrich

1 Comment

Friedrich Sauer

- 21 September 2023

Hi Jaideep, thank you but I want to have the option to create tasks manually too - so the addon is necessary.

2 Answers

Best Answer

If you are trying to automate the creation of the task, why even have the module. You can directly create an automated action something on these line (this hasn't been tested and only an outline to illustrate)

Settings > Technical > Automated actions

Best Answer

Hi,

def action_generate_task(self):

for rec in self:

stage = self.env['crm'lead'].search([('stage_id', '=', //add your required stage value],limit=1)

values = {

'name': rec.name',

'user_ids' : rec.user_id.ids,

}

self.env['project.task'].sudo().create(values)

xml:

<record id="action_task_generation" model="ir.cron">
  <field name="name">Auto Task Generation</field>
  <field name="model_id" ref="model_crm_lead"/>
  <field name="state">code</field>
  <field name="code">model.action_generate_task()</field>
  <field name="interval_number">1</field>
  <field name="interval_type">days</field>
  <field name="numbercall">-1</field>
  <field name="active" eval="True"/>
  <field name="doall" eval="True"/>
</record>

Hope it helps

2 Comments

Friedrich Sauer

- 21 September 2023

Hello,
is this with respect to the existing addon I have installed?
thanks,
Friedrich

Friedrich Sauer

- 25 September 2023

Hi Cybrosys,
I already have code that creates the task - I only want toi access the exisiting button from my screenshot using an automated action. How do I call it in the frontend interface? Thanks!
Friedrich

Help

2 Answers