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Hello Odoo Community,

I am using Odoo Community Edition and I would like to automate the following workflow:

  • When all tasks related to a CRM stage are marked as Done, I want the CRM opportunity to move to the next stage automatically.
  • Also, when it moves to the next stage, a new set of tasks should be created for that stage.

Is this achievable through server actions, automated actions, or will I need a custom module?

Any guidance, examples, or module references would be greatly appreciated.

Thank you in advance.

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베스트 답변

Hello Capitalbox,

This is achievable through server actions, automated actions and there's no need to create custom module for this alone.

Thanks

아바타
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