how to add follower as default?

Question

Dear Sir,
i want to know if we can add follwer(sales manager and fiance manager as default) for each customer quotation and customer invoice?
would you let me know if it is available and how to do it?
thanks.
best Regards,
Mallory

Marc Cassuto · Accepted Answer

Hi Mallory,

If you want to setup default followers on models, we mean automatically added without any human option, you have to do the following :

go to Settings\Technical\Automated Actions\Automated Actions
create a new one
Related Document Model : set the model; in your case it is a sale order
In the 'action' Tab, set the list of follower you want to add automatically
Done.

Regards,

Marc

Vasiliy Birukov · Answer

Subscribe to Sales Team you will automatically subscribe to event (if check options):

Each Quotation Send from this Sales Team
Each Sales Order Confirmed in this Sales Team

相关帖文	回复	查看
How to set a default value to a new field to existing records? fields default record set	1 3月 15	8811
Set default columns for projects in OODO default	2 1月 23	2502
How to set a condition on default values in model ir.default 已解决 default	1 8月 22	5450
problem with default default	1 1月 19	3927
How to use toggled App Drawer (backend_theme) as default home after login default	0 12月 18	5399

此问题已终结

喜欢讨论吗？不要只阅读，加入进来！