Skip to Content
Menu
Musisz się zarejestrować, aby móc wchodzić w interakcje z tą społecznością.
To pytanie dostało ostrzeżenie
1 Odpowiedz
354 Widoki

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.

Awatar
Odrzuć
Najlepsza odpowiedź

Hello Capitalbox,

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

Thanks

Awatar
Odrzuć