Skip to Content
Odoo Menu
  • Sign in
  • Try it free
  • Apps
    Finance
    • Accounting
    • Invoicing
    • Expenses
    • Spreadsheet (BI)
    • Documents
    • Sign
    Sales
    • CRM
    • Sales
    • POS Shop
    • POS Restaurant
    • Subscriptions
    • Rental
    Websites
    • Website Builder
    • eCommerce
    • Blog
    • Forum
    • Live Chat
    • eLearning
    Supply Chain
    • Inventory
    • Manufacturing
    • PLM
    • Purchase
    • Maintenance
    • Quality
    Human Resources
    • Employees
    • Recruitment
    • Time Off
    • Appraisals
    • Referrals
    • Fleet
    Marketing
    • Social Marketing
    • Email Marketing
    • SMS Marketing
    • Events
    • Marketing Automation
    • Surveys
    Services
    • Project
    • Timesheets
    • Field Service
    • Helpdesk
    • Planning
    • Appointments
    Productivity
    • Discuss
    • Approvals
    • IoT
    • VoIP
    • Knowledge
    • WhatsApp
    Third party apps Odoo Studio Odoo Cloud Platform
  • Industries
    Retail
    • Book Store
    • Clothing Store
    • Furniture Store
    • Grocery Store
    • Hardware Store
    • Toy Store
    Food & Hospitality
    • Bar and Pub
    • Restaurant
    • Fast Food
    • Guest House
    • Beverage Distributor
    • Hotel
    Real Estate
    • Real Estate Agency
    • Architecture Firm
    • Construction
    • Estate Management
    • Gardening
    • Property Owner Association
    Consulting
    • Accounting Firm
    • Odoo Partner
    • Marketing Agency
    • Law firm
    • Talent Acquisition
    • Audit & Certification
    Manufacturing
    • Textile
    • Metal
    • Furnitures
    • Food
    • Brewery
    • Corporate Gifts
    Health & Fitness
    • Sports Club
    • Eyewear Store
    • Fitness Center
    • Wellness Practitioners
    • Pharmacy
    • Hair Salon
    Trades
    • Handyman
    • IT Hardware & Support
    • Solar Energy Systems
    • Shoe Maker
    • Cleaning Services
    • HVAC Services
    Others
    • Nonprofit Organization
    • Environmental Agency
    • Billboard Rental
    • Photography
    • Bike Leasing
    • Software Reseller
    Browse all Industries
  • Community
    Learn
    • Tutorials
    • Documentation
    • Certifications
    • Training
    • Blog
    • Podcast
    Empower Education
    • Education Program
    • Scale Up! Business Game
    • Visit Odoo
    Get the Software
    • Download
    • Compare Editions
    • Releases
    Collaborate
    • Github
    • Forum
    • Events
    • Translations
    • Become a Partner
    • Services for Partners
    • Register your Accounting Firm
    Get Services
    • Find a Partner
    • Find an Accountant
    • Meet an advisor
    • Implementation Services
    • Customer References
    • Support
    • Upgrades
    Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +1 (650) 691-3277
    Get a demo
  • Pricing
  • Help

Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:

  • CRM
  • e-Commerce
  • Accounting
  • Inventory
  • PoS
  • Project
  • MRP
All apps
You need to be registered to interact with the community.
All Posts People Badges
Tags (View all)
odoo accounting v14 pos v15
About this forum
You need to be registered to interact with the community.
All Posts People Badges
Tags (View all)
odoo accounting v14 pos v15
About this forum
Help

[SOLVED] How to setup Automated Actions to create new Stage and Task when a new Project is created

Subscribe

Get notified when there's activity on this post

This question has been flagged
AutomatedActions
1 Reply
11726 Views
Avatar
Chrisy

[unsolved] How to setup Automated Actions to create new Stage and Task when a new Project is created.


This question was answered yesterday and being marked Solved, unfortunately, it's not solved.


When a new project is created based on a template project via a Service Product, it creates a new project based on an existing template, but it also it's still sharing the same Analytic Account as the template, which is just not how it should be when we need a unique analytic account for each project.  Furthermore,  we need project for more than just recording services.


Therefore, can anyone please help me on how to setup automated actions to create new stages & tasks whenever a new project is created?


Thank you. 


I feel the template function used to be in v8 was all we needed, but for some obvious reasons the developers decided to remove it.

0
Avatar
Discard
Lucas

Rather than an automated action to create a new stage/task, would it work for your flow to instead have an automated action that writes a new analytic account for the project?

Chrisy
Author

Dear Lucas,


Unfortunately, the duplicated project based on a template also duplicates the Stage & Tasks, but the Stage are shared between the duplicated project and the template project.

What we need to do is to have the new project have the same stage & tasks names as the template project, but are unique, not linked to the template.

Avatar
Wainaina Joseph
Best Answer

Steps to Set up Automated Actions for Creating Stage and Task:

  1. Navigate to Automated Actions: Log in to your Odoo instance and go to the Settings menu. Scroll down to the Technical section and click on Automation -> Automated Actions.
  2. Create a New Action: Click on the "Create" button.
  3. Configure Action Settings:
    • Model: Choose Project from the list, which corresponds to project.project.
    • Trigger Condition: Select "On Creation" from the dropdown.
    • Action To Do: Select "Execute Python Code".
  4. Write Python Code: You will see a Python code box where you can write Python code to execute. Below is a sample code to create a new stage and task when a new project is created.
# Create a new stage related to the new project
stage = env['project.task.type'].create({
    'name': 'New Custom Stage',
    'project_ids': [(4, record.id)],
})

# Create a new task related to the new project
task = env['project.task'].create({
    'name': 'New Custom Task',
    'project_id': record.id,
    'stage_id': stage.id,
})
  1. Save and Test: After entering the code, save the Automated Action. To test it, create a new project. Upon its creation, a new Stage and Task should be automatically linked to it.

Explanation:

  • env['project.task.type'].create() is used to create a new stage.
  • env['project.task'].create() is used to create a new task.
  • The project_ids and project_id fields are used to relate the stage and task to the new project.

That's it! This is how you can set up an Automated Action in Odoo to create a new Stage and Task whenever a new Project is created.


4
Avatar
Discard
Chrisy
Author

Wow, thank you!!! Your reply is by far the most accurate and well structured, especially for ppl like me who's not an IT person and have so little understanding to coding.

Thank you heaps!!!

Jayden Huebner

Hi there, is there any way to apply this to specific products? Say I want a stage to be named for one project, but I also want to that stage to have a different name when making a new project.

Enjoying the discussion? Don't just read, join in!

Create an account today to enjoy exclusive features and engage with our awesome community!

Sign up
Related Posts Replies Views Activity
Fix Automated Action Based on Time Condition, From Odoo AutoAction(Done), to Code(Not yet)
AutomatedActions
Avatar
Avatar
Avatar
3
Nov 25
664
How to copy Transfer lines with an Automated Action
AutomatedActions
Avatar
0
Sep 24
2301
Automated action sends notification
AutomatedActions
Avatar
0
May 24
27
Automated Action: 'Compute Price from BoM' when BOM is changed Solved
AutomatedActions
Avatar
Avatar
1
Apr 24
6062
Create a new record automation
AutomatedActions
Avatar
0
Mar 24
2468
Community
  • Tutorials
  • Documentation
  • Forum
Open Source
  • Download
  • Github
  • Runbot
  • Translations
Services
  • Odoo.sh Hosting
  • Support
  • Upgrade
  • Custom Developments
  • Education
  • Find an Accountant
  • Find a Partner
  • Become a Partner
About us
  • Our company
  • Brand Assets
  • Contact us
  • Jobs
  • Events
  • Podcast
  • Blog
  • Customers
  • Legal • Privacy
  • Security
الْعَرَبيّة Català 简体中文 繁體中文 (台灣) Čeština Dansk Nederlands English Suomi Français Deutsch हिंदी Bahasa Indonesia Italiano 日本語 한국어 (KR) Lietuvių kalba Język polski Português (BR) română русский язык Slovenský jazyk slovenščina Español (América Latina) Español ภาษาไทย Türkçe українська Tiếng Việt

Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc.

Odoo's unique value proposition is to be at the same time very easy to use and fully integrated.

Website made with

Odoo Experience on YouTube

1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.

Live support on Youtube
Watch now