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1179 Rodiniai

In automated actions I've created an action that automatically creates an activity whenever a sales order is created. It's a chain of activities: "Ready for review" -> "Ready for invoicing" -> "Follow up".

However it always sets the responsible sales person to the activity, I want the activity to be applied to the user who created the order. Any help would be greatly appreciated.

Portretas
Atmesti
Best Answer

Should be possible.  The field for the user who created the order is create_uid so you need to select Generic User From Record as the Activity User Type and set the User field name to that value:


Portretas
Atmesti
Autorius Best Answer

Thanks for your answer!

Before I noticed your response I found a different solution elsewhere which was to set it to sales_id which seems to work.

Portretas
Atmesti

Which version of Odoo?

Autorius

v16 enterprise

I can't find that field sales_id in v16