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Hello
In a automation, i try to pass the customer of a sale order to the customer of a new task record.
The part for creating a new task is working. The problem is to pass the customer name.
Here is my automation:
and here is the error:
I thank you in avance for helping me.
Why not use Odoo's native features? If you configure the product properly, the task (or even the project) will be created automatically when sales order is confirmed.
Effectively, this is natively working but only for services products and not for storable products.
That’s perfect.
Thank you :-)
Hello Didier Ryckaert,
You can Create Task from sale order using Automated Action.
Find Example in comment.
I hope this will help you.
Thanks & Regards,
Email: odoo@aktivsoftware.com
Skype: kalpeshmaheshwari
For Example -
- Create an automated action by adding
name, model(sale.order as per your requirement), trigger(update as per your requirement), Before Update Domain (Status = "draft", Status = "sent"), Filter Domain (Status = "sale"), Action to do ( Create a new Record ), Target Model ( Task as per your requirement ), Link Field ( Tasks associated to this sale (sale.order) as per your requirement),
- And in the Date to write notebook, field, evaluation type, record/value should be filled by your needs.
Note - Field -- Evaluation Type -- Record / Value
i) Title (project.task) -- Python expression -- record.name
ii) Customer (project.task) -- Python expression -- record.partner_id.id
iii) Project (project.task) -- Value -- ( add the Project id of the project you want to add the task )
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