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Hello,
I am having a problem of creating an automated action in front end.
I preparation I have created a customized checkbox "Default Stage" to project stages.
I want to create an automated action as follows:
When a new project is created it is added to all default stages.
Your help is much appreciated!
Hi Terje:
Define the automated action with the following settings:
Model: Project
Trigger Condition: On Creation
Action To Do: Execute Python Code
Python Code:
default_stages = env['project.task.type'].search([('x_studio_default_stage_1', '=', True)])
record['type_ids'] = [stage for stage in default_stages.mapped('id')]Hi Paresh! Thank you for your reply! I just sat behind my desk ready to start trying something like that!
Will let you know how I succeeded.
Hi Terje,
did you succeed? I'm having the same problem that i'm trying to solve.
kr,
roeland
go to automated action i try to solve this from there. some info here. https://odootricks.tips/automated-actions-create-tasks-sales-order-lines/
Hi Mindaugas! Thank you for your reply! I went trough this trick and tips document but I am still kind of confused how to define different fields.
yes. it is not straight and easy. do i understand correct. project stage default different?
I'm very noob on all this so probably my head doesn't work in right directions :D
I have created checkbox x_studio_default_stage_1
Now when new Project is created I would like it to be added to Default Stages. Maybe I have to to it trough "execute python code"
try easier. i think better to let make configuration to people who work on it :)
so turn on debug (settings/under right corner) and when go to stage. default stage by odoo is working on sequences. so 1 will be default. you can create different stages and assign to projects and make the same. this work not perfect but works. the situation in CRM is the same
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