Odoo Help

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Thomas
24-03-16 12:30

Ok, to answer some of my own questions for other novice users: The process per se seems correct. As a first step it is important to go to the support project and open any issue ticket. Now, if you hover over a field like Priority, Email or such the appearing tool tips tell you the respective object and field name. We will need this in the next step.

For Step 1 (E-Mail template):

Under Applies To the object or Database Structure Model that contains the necessary fields for the required action needs to be selected. In this case, we use the object we identified before (project.issue in my case). To see which fields are available in which model check Settings - Technical - (Database Structure section) Model and use the Search function to find models. 

In the email configuration tap - To (Emails) field I chose ${object.email_from|safe} as placeholder. This is the field identified before and will send the mail to the e-mail address of the sender/issuer of the support ticket. The safe option deals with special characters in the e-mail adress.

Step 2 (Server Action): 

Base model refers to the same as the object before (project.issue). As said, check Settings - Technical - (Database Structure section) Model to browse available models and the fields available in that models.

Step 3 (Automated Action):

- The related document model is the same model again (project.issue).

- To create a filter for a specific project just go to the specific project page and at the top use the Favorites button to save the filter for your project name with the option share with all users enabled. Once that is done you can select that filter in the conditions setting of the automated action, such that this automated action only applies for the specific project.

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Paul San
20-02-19 06:28

Thank you Thomas,

this was very helpfull for me.

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