I'm waiting to create a new automated action for CRM that will created a scheduled activity of "call" when a prospect moves from one stage to another. The activity should have a due date of one week from the day it moves to the new stage. Can someone advise which fields/evaluation types/values etc I need to include in my automated action to make this happen? I've tried various combinations but either get an ambiguous error or nothing happens.
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You can create from Automated actions .. settings>technical>actions while on developer mode. If you don't view this menu, you would have to install from Apps 'Automated Action Rules' module.
Create new:
Model - Lead/Opportunity
Trigger - On Update
Trigger Fields - Stage(crm.lead)
Domain -If there are specific stages you wish to specify or exclude
Action to do - Create Next Activity
You can then select the activity "call" to be created and whom to be assigned and Due Date in 1 week
Perfect, thank you very much.
How to run automated activity for projects
Follow the above answer, change the model to task
i am using Odoo 16 EE, i want to have same functionality for CRM when a user create a Lead then an Activity automatically be generated but i failed to see the both Trigger related fields as mentioned, can you please help where is it in Odoo 16? or i am looking wrong options Settings -> Technical -> Actions and Settings -> Technical -> Server Actions. and below is the topic link i have created today 21-Aug-2023
regards
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