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1 Odgovori
3093 Prikazi

Hello Guys,

I want to create an automatic action to generate an activity.

The activity should be set to the object crm.lead.the team leader of the sales team should be used as the user. 

Unfortunately, this does not work if I set the field:

 activity_user_field_name = team_id.user_id
 
Can I use this field only for user in the same model?

Is there any other way to select the user?

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Best Answer

you can make simple after that customise by python. but simple way(works).
model-lead/opp, triger-on update, action-create new activity filter domain(i made as stage change), activity id and responsible i set just user. but it can be simple done by generic from form user or use python code and it will be done.
here quite good egzamples https://odootricks.tips/about/automated-actions/

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