コンテンツへスキップ
メニュー
この質問にフラグが付けられました
2 返信
1264 ビュー

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

アバター
破棄
最善の回答

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

アバター
破棄
最善の回答

Hi,

Please refer to the following links:

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


Hope it helps.

アバター
破棄
関連投稿 返信 ビュー 活動
1
8月 24
2061
1
11月 23
3357
0
5月 20
3030
2
12月 24
1462
1
9月 24
1659