Skip to Content
मेन्यू
This question has been flagged
2 Replies
1216 Views

From the CRM, how can I create an automation so that when I send a quotation, the lead/opportunity automatically updates and moves to the Proposal stage?


Version 18.0+e

Avatar
Discard
Best Answer

Hii,

please try this 

Activate Developer Mode

create  Automated Actions.

Click “Create” and fill in the following:

  • Name: Move to Proposal on Quotation Sent
  • Model: Sale Order
  • Trigger: On Update
  • Apply On: Add a domain to filter only sent quotations:

[('state','=','sent')]


Add Python Code in the Action (Server Action)

Paste this in the Python Code section:

if record.opportunity_id:

    proposal_stage = env['crm.stage'].search([('name', '=', 'Proposal')], limit=1)

    if proposal_stage:

        record.opportunity_id.stage_id = proposal_stage.id


i hope it is use full

Avatar
Discard
Best Answer

Hi,

Please refer to the following links:

1. https://www.youtube.com/watch?v=BBFSTxG9WKI


Hope it helps.

Avatar
Discard
Related Posts Replies Views Activity
1
अग॰ 24
2057
1
नव॰ 23
3350
0
मई 20
3025
2
दिस॰ 24
1455
1
सित॰ 24
1654