Easy Automation python code

Question

Hi there, I can do very basic python coding, trying to create a trigger to do the following:

When a RFQ under Purchase model gets confirmed to a Purchase Order. The next_activity field value = "Waiting on ETA".

I don't have a clue how to start it in Automation editor. If anyone could point me to the right direction, thank you in advance.

Josep Anton Belchi Riera · Accepted Answer

No need of Python code.
Create an automated action (In debug mode, menu: Settings / Technical / Automation / Automated actions)
Model: Purchase Order.
Action to do: Create activity
Trigger: On Update.
Trigger field: Status
Before update domain:
["|",["state","=","draft"],["state","=","sent"]] Apply on domain:
["|",["state","=","purchase"],["state","=","done"]]
On the tab "activity" define it as you need.

Post Terkait	Replies	Tampilan
How to avoid non-literal domain automation	2 Agu 25	2332
Copy custom field when lead create contact and opportunity Diselesaikan automation	2 Agu 25	3394
Error: Automated action CRM/Discuss automation	0 Feb 25	3181
Setting automation rule based on date field automation	1 Agu 25	4373
Automation rule to restrict close won automation	2 Des 24	3314

Pertanyaan ini telah diberikan tanda

Menikmati diskusi? Jangan hanya membaca, ikuti!