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Trigger an Action on date field: A step by step guide

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triggeraction.rule
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Sebastian Orzechowski

Hello I want create automatic action in my module on date field. When current date is equal date saved in the record i want to send message/email. How can i do this? I'm using openERP 7.

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Yenthe Van Ginneken (Mainframe Monkey)

hi all, thank you for your documentation. how do i use the variables for example to customize the email subject or text? do you have an example? thanks, Stephan

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Med Said BARA
Best Answer

A step by step guide on how to create an automated action:

Step 1:

Open Settings ----> Technical ----> Automated Actions ---> Automated Actions ----> and click on Create

Aut Action Step 1

Step 2:

Aut Action Step 2

step 3:

Aut Action Step3

Step 4:

Aut Action Step4

Step 5:

Aut Action Step5

Save & Close, Save again.

IF YOU HAVE TIME, WAIT FOR THE ACTION TO BE TRIGGERED.

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