Hi everyone, I have a question about linking *Sale Orders* with *Project Templates* in Odoo. By default, Odoo creates one project *per service line* if each product is linked with a project template. But I want a different behavior: I want *only one project per Sale Order*, even if the order has multiple service products. The project should be *automatically created from a specific project template* (for example, “Template A”) when the Sale Order is confirmed. I don’t want users to manually s

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How to automatically create only one project (from template) for a Sale Order, even if it has multiple service lines?

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Hi everyone,

I have a question about linking Sale Orders with Project Templates in Odoo.

By default, Odoo creates one project per service line if each product is linked with a project template.

But I want a different behavior:

I want only one project per Sale Order, even if the order has multiple service products.
The project should be automatically created from a specific project template (for example, “Template A”) when the Sale Order is confirmed.
I don’t want users to manually select or create the project each time.

I can create a server action or automation rule( not python code)

Hi,

Step 1: Create a Project Template

Make sure you already have a project template called “Template A”:

Go to Projects → Configuration → Project Templates

Step 2: Create a Server Action

Go to:

Settings → Technical → Automation → Automated Actions (Rules)

Click Create and set:

Model = Sales Order (sale.order)

Trigger = On create and edit

Apply on = Domain (state = 'sale')

Action to do = Add an action :-

Type : Duplicate record

Record to create : Project

Duplicate from : Template A

Link field : Project (Sale order)

Now, whenever you confirm a sale order, a project copy from template A will be created and they will be connected.

Hope it helps

Will this stop their problem of multiple projects being created at confirmation?

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