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3439 Rodiniai

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.

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Best Answer

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. 



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Effectively, this is natively working but only for services products and not for storable products.

Best Answer

That’s perfect.

Thank you :-)

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Best Answer

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

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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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