odoo 16: how to add an Activity automatically when a Lead created?

Question

i need to create a *CRM Activity* of type *Call */ automatically / when a *Lead created*
i have 2 custom fields with /default = current date/ for column *x_due_date* and
*x_activity_type_id* with /default = 2/ (phonecall in mail.activity.type), this should be trigger automatically after newly created Lead. & assign to currently logged-in user.
please help, this is first time i have to do this in Odoo.
regards

Damien Hick · Answer

Hey,
i think there is another solution with the marketing automation app.
Have a look at this video : https://www.odoo.com/fr_FR/slides/slide/marketing-automation-essentials-991 [1]
You'll have the opportunities to chain different action with a graphical vue.
King regards.

[1] https://www.odoo.com/fr_FR/slides/slide/marketing-automation-essentials-991

SmithJohn45 · Answer

in Comment i can't post screenshots so to show i am using Answer option.
*@Nikhil Nakrani*
please check both screenshots, there is nothing related to Trigger as you have mentioned. please help.

*Settings -> Technical -> Actions -> Actions*
*Settings -> Technical -> Actions -> Server Actions*
regards

Related Posts	Replies	Zobrazenia
How to Add wizard under print button inside the form view. odoo16features	3 aug 25	2673
How to add @api.onchange in _get_view() method odoo 16 odoo16features	1 máj 25	2672
get all partners which are internal users or portal users odoo16 odoo16features	1 apr 25	3672
How to add decoration color green with bold to a record with a single conditon odoo16features	1 apr 25	4521
Favicons not working with Bing odoo16features	1 apr 25	1986

This question has been flagged

Enjoying the discussion? Don't just read, join in!