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Pomoc

Scheduled Send Date in mail template

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Arkadiusz Kornafel

Hi Odooers,


What should I put in the Scheduled Send Date space if my intention is to send a message 15 minutes after a stage change? 



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Rachel Neale

Following question, how to use 'dynamic expression'

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D Enterprise
Best Answer

Send a message 15 minutes after a stage (e.g. CRM lead or project task) is changed.

Step 1: Enable Developer Mode
  • Go to Settings → Activate Developer Mode (scroll to the bottom).

Step 2: Create a Server Action

  • Go to Settings → Technical → Actions → Server Actions.
  • Click Create.
  • Fill in the details:
    • Name: Send message after stage change
    • Model: CRM Lead or Project Task (depending on what you want)
    • Action To Do: Python Code
  • Add this code:

# Schedule a message after 15 minutes

send_time = fields.Datetime.now() + timedelta(minutes=15)

record.message_post(schedule_date=send_time, body="Stage was changed 15 minutes ago.")

Save the action.

Step 3: Create Automated Action (Trigger on Stage Change)
  1. Go to Settings → Technical → Automation → Automated Actions.
  2. Click Create.
  3. Fill in:
    • Name: Stage Change Trigger
    • Model: CRM Lead (or your target model)
    • Trigger: On Update
    • Trigger Fields: stage_id
    • Action To Do: Execute a Server Action
    • Server Action: Choose the one you just created

If you're manually using "Scheduled Activity" or "message_post", the system doesn't show a "Scheduled Send Date" directly.

In the code, we are doing this:
send_time = fields.Datetime.now() + timedelta(minutes=15)



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Chris TRINGHAM

Another terrible LLM "answer" that doesn't actually answer the question!!

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srikesh infotech
Best Answer

If you want to send a message 15 minutes after a stage change in Odoo, you will need to customize the workflow using code. 

For such customization's, feel free to contact us at info@srikeshinfotech.com.

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