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V16 Automation to create a task from a sale order

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This question has been flagged
actionfieldwritepartner_idautomation
3 Odgovori
4343 Prikazi
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didier.ryckaert@papyrus.com

Hello

In a automation, i try to pass the customer of a sale order to the customer of a new task record.

The part for creating a new task is working. The problem is to pass the customer name. 

Here is my automation: 


and here is the error:

I thank you in avance for helping me.

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Josep Anton Belchi Riera
Best Answer

Why not use Odoo's native features? If you configure the product properly, the task (or even the project) will be created automatically when sales order is confirmed. 



0
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Didier Ryckaert

Effectively, this is natively working but only for services products and not for storable products.

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Didier Ryckaert
Best Answer

That’s perfect.

Thank you :-)

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Jainesh Shah(Aktiv Software)
Best Answer

Hello Didier Ryckaert,

You can Create Task from sale order using Automated Action.

Find Example in comment.

I hope this will help you.

Thanks & Regards,
Email: odoo@aktivsoftware.com
Skype: kalpeshmaheshwari

0
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Jainesh Shah(Aktiv Software)

For Example -

- Create an automated action by adding
name, model(sale.order as per your requirement), trigger(update as per your requirement), Before Update Domain (Status = "draft", Status = "sent"), Filter Domain (Status = "sale"), Action to do ( Create a new Record ), Target Model ( Task as per your requirement ), Link Field ( Tasks associated to this sale (sale.order) as per your requirement),
- And in the Date to write notebook, field, evaluation type, record/value should be filled by your needs.
Note - Field -- Evaluation Type -- Record / Value
i) Title (project.task) -- Python expression -- record.name
ii) Customer (project.task) -- Python expression -- record.partner_id.id
iii) Project (project.task) -- Value -- ( add the Project id of the project you want to add the task )

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