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[V8] [WORKAROUND] Bind a report to a workflow: some guides around here?

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v8pospersonalizationpoint_of_saleworkflows
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FEDERICO LEONI

I would like to create a pdf automatically when a Pos Order is marked as "paid" (after validate in the POS UI).

The report I want is point_of_sale.report_receipt (ir.actions.report.xml,388) and I would like to insert it on pos workflow. I've already created a server action to call it and I know is working since I've added it to the "more" menu and I can use it without issues.

The problem is the lack of instruction about this kind of settings, I'm working on it on a dev machine since the last week but without any tangible result. Any help?

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Anton Chepurov
Best Answer

Not sure if it's a bug or a design limitation, but Server Actions seem to only be triggered by a button signal, not by workflow signal.

Try changing your view xml: change the button name from a method name (which triggers workflow signal) to the signal itself. E.g. in Sale Order, that would be <button name='order_confirm'> instead of <button name='action_confirm_order'>.

Or add another dummy node to the workflow with an outgoing transition requiring a button to be pressed and set a button signal as the button's name (not an object method which triggers the workflow signal).

More here.


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FEDERICO LEONI
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Yes, in that way will work but should work even with workflow signal. I've added a comment on your thread on Github too. Thanks.

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