Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
Two part question:
1 - In CRM, activity types can be configured (new activities created, that can trigger each other after n days) - how can I add same ability to PLM app?
2 - In PLM app, how can I cause the existence of a default set of connected activities per ECO stage?
PS - I'm completely new to Odoo, have searched community forum to see if these questions have been asked before. I have the studio app as well so able to do some changes in there if necessary. Thanks in advance!
1. To configure activity types, enable developer mode from Settings > General Settings scroll to the bottom "Activate developer mode"
Navigate from menu - Settings > Technical > Activity Types to create or modify activity types
You will be able to define connected activities by selecting 'trigger next activity'. The activity type can also be specific to a model.
2. if you wish to automate the creation of activity type you would need to install "Automated Action Rules" module from Apps
To create automated action navigate to Settings > Technical > Automated Action
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Daftar| Post Terkait | Replies | Tampilan | Aktivitas | |
|---|---|---|---|---|
|
1
Jul 25
|
398 | ||
|
0
Okt 24
|
1148 | ||
|
2
Agu 22
|
3672 | ||
|
0
Jun 21
|
2374 | ||
|
created Activity Type is not showing in all apps.
Diselesaikan
|
|
2
Mei 19
|
4010 |
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