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SmithJohn45

i need to create a CRM Activity of type Call automatically when a Lead created 

i have 2 custom fields with default = current date for column x_due_date and

x_activity_type_id with default = 2 (phonecall in mail.activity.type), this should be trigger automatically after newly created Lead. & assign to currently logged-in user.

please help, this is first time i have to do this in Odoo.

regards


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Damien Hick
最佳答案

Hey,

i think there is another solution with the marketing automation app.

Have a look at this video : https://www.odoo.com/fr_FR/slides/slide/marketing-automation-essentials-991

You'll have the opportunities to chain different action with a graphical vue.

King regards.

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SmithJohn45
编写者 最佳答案

in Comment i can't post screenshots so to show i am using Answer option.

@Nikhil Nakrani

please check both screenshots, there is nothing related to Trigger as you have mentioned. please help.


Settings -> Technical -> Actions -> Actions

Settings -> Technical -> Actions -> Server Actions

regards


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SmithJohn45
编写者

ok, it has been done, the option is : Settings -> Technical -> Automation - Automated Actions , so if you are a junior like me and want this to funcationality, please use this Technical menu option. i have created and tested, it works fine now

regards

Nikhil Nakrani

yes you need to create server action.

SmithJohn45
编写者

nop, i used Settings -> Technical -> Automation -> Automated Actions

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