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Using the automated actions it is possible to create: Warning pop-up windows and Log Internal Notes?
I want a warning when I create an invoice when the customer is from a specific city,
And I would like to create logs (printed as internal notes in the chatter) with information that is relevant to me.
It is possible to create it with automatic actions - action server?
Hello Fabiana Feas,
Yes you can achieve this feature, by following steps explain on my video: https://youtu.be/IaC1SpHcQfU
Accept and upvote answer if it will helpful for you.
Thanks and regards
Haresh Kansara
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thank you!
Is it possible to call a template, for example?
My template brings this information (it works correctly) but I do not know how to insert it in the action server:
% for order_id in object.sale_order_id.extra_lines
<li> NS: $ {order_id.description} Product: [$ {order_id.product_id.default_code} $ {order_id.product_id.version}] $ {order_id.product_id.name} </ li>
% endfor
And another question if I use this with a time condition, for example, would it generate a notification to internal followers?