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2 Odgovori
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In automated actions I've created an action that automatically creates an activity whenever a sales order is created. It's a chain of activities: "Ready for review" -> "Ready for invoicing" -> "Follow up".

However it always sets the responsible sales person to the activity, I want the activity to be applied to the user who created the order. Any help would be greatly appreciated.

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Opusti
Best Answer

Should be possible.  The field for the user who created the order is create_uid so you need to select Generic User From Record as the Activity User Type and set the User field name to that value:


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Avtor Best Answer

Thanks for your answer!

Before I noticed your response I found a different solution elsewhere which was to set it to sales_id which seems to work.

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Which version of Odoo?

Avtor

v16 enterprise

I can't find that field sales_id in v16