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Normally, when we create a purchase order (PO), the vendor is automatically added as a follower. I am trying to create an automated action to remove the vendor from the follower list.
Can someone give me a sample please? Thank you!
We have Odoo v14 EE.
You can't stop Odoo from adding followers to a Document, but you CAN
Note: Followers who are never sent any automated email notifications (see below for how to set this up) can also never be emailed unless they are added to the email via @ or as a Contact to notify – when using the full email composer. When automated email notifications are turned off either globally or for a specific record, Followers of the document functions as if it is empty.
You can control this
Frequently Asked Questions
Can I get my notifications inside Odoo instead of via email? - https://www.odoo.com/documentation/17.0/applications/productivity/discuss.html#choose-notifications-preference
What is a follower? - https://www.odoo.com/documentation/17.0/applications/productivity/discuss/chatter.html#add-followers
How do I manage who is following a Document? - https://www.odoo.com/documentation/17.0/applications/productivity/discuss/chatter.html#manage-followers
How do I manage what automated notifications a follower receives? - https://www.odoo.com/documentation/17.0/applications/productivity/discuss/chatter.html#edit-follower-subscription
What does SEND MESSAGE do? - https://www.odoo.com/documentation/17.0/applications/productivity/discuss/chatter.html#send-messages
What does LOG NOTE do? - https://www.odoo.com/documentation/17.0/applications/productivity/discuss/chatter.html#log-notes
How Odoo follower and automated email notifications work by default
There are four checkboxes on each
They can be accessed in Developer Mode via Settings --> Technical --> Discuss --> Subtypes
The three global Subtypes:
Discussions – opt out - automatically applied to every follower. They all get a notification of every Message (they are blind copied on emails). The envelope icon* is shown to give Users access to verify if each recipient received the message.
Activities – opt in – applies to INTERNAL followers only. They get a notification of every Activity scheduled.
Note – opt in – applies to INTERNAL followers only. They get a notification of every Note added. The envelope icon* is shown to give Users access to verify if each recipient received the message
Remember that anyone who is specifically added when using SEND MESSAGE or LOG NOTE becomes a follower. They receive that SINGLE email and by default get a copy of all others sent via SEND MESSAGE. LOG NOTE is only sent to the users specified via @ or those who have the Note subscription.
The default configuration of these three Subtypes means
You can control which email notifications are sent out by modifying the way these Subtypes are setup. You can create a Discussions subtype per record where you want finer control. You can edit the Subtypes to determine when followers are automatically subscribed and when they have the option to subscribe and unsubscribe.
Common Configurations
"We don't want any emails going to people automatically. We want to manually email people AND specify each time who the email goes to."
"We are concerned about email notifications on Sales Orders and Invoices, we don't want any emails going to people automatically. We want Users to choose who gets every email that is sent out.”
"We want to control automated email notifications for Sales Teams members"
"We want to control automated email notifications for Projects"
With ANY of these options, you can edit the Subtype subscriptions for Particular Sales Orders, Sales Teams, Projects, etc when you DO want automated email notifications to go out and/or when you do want followers to automatically receive copies of emails sent specifically to others (BCC).
With ANY of these options, Users still have the option to opt-in themselves, other Users and Customers or Vendor on a record by record basis.
Hello Tushar,
I assumed in your question that you mean the field which is labelled as a supplier for the vendor.
To do this you can iterate through the followers of the purchase order and see if the related followers email is equal to the suppliers email on creation.
The code:
# get the vendors email address
vendor_email = record.partner_id.email
if vendor_email:
# for all the followers that are currently following the document
for follower in record.message_follower_ids:
# if the follower's email is equal to the vendors email address
if follower.partner_id.email == vendor_email:
follower.unlink()
The automated action:
https://imgur.com/a/S7kpd7b
This automated action will work on creation of the record but it still means that the supplier will be added as a follower when you send the purchase order to the supplier.
If you never want the supplier to be a follower of the purchase order, I would probably suggest creating an automated action on the followers plus a scheduled action. If this is the case, let me know and I will adapt the code.
I hope this helps.
Thanks,
EDIT: Never allow the supplier to be a follower of the document.
For this, I would suggest changing the automated action to be on the followers model rather than the purchase model. Here.
The code for this is:
# get the vendors email address
vendor_email = record.partner_id.email
# get the related purchase order
related_purchase_order = env["purchase.order"].search([("id", "=", record.res_id)], limit=1)
# where the emails are the same, delete this record (follower record)
if vendor_email == related_purchase_order.partner_id.email:
record.unlink()
Make sure in the automated action to have the "Apply On" set to "Related Document Model Name" = "purchase.order" to make sure this is only ever called when the related document is a purchase order and not crm etc.
This should stop any followers being created, it may also be worth creating a scheduled action which runs every 5 mins or so which checks to see if any have slipped through the net. If you require it would be better to send me an email.
I hope this helps,
Thanks,
Hi Jack, thanks! You're right, I never want the supplier to be added as a follower. Could you please guide me on that?
Hello Jack, (it is an old thread, we know, but it is the closer we got to hat we are looking for): we are trying to do either (for both the options to provide to this user) but in the Project model: specifically, we are trying to stop odoo to add a specific user as a follower to a task. Could you please provide a sample on this formula for the Project/task modules? (I apologize if this is a basic question, we are not familiar with codes) thank you!
Thanks Jack! I've been trying this but it prevents us from sending the documents via e-mail. The error that pops up is:
Missing Record
Record does not exist or has been deleted.
(Record: mail.followers(xxx,), User: xx)
Any idea how to solve this? I'd like to be able to send e-mails without adding the contact to the followers.
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Hello Tushar,
No problem, I have updated my answer to better suit your question.
All the best,