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<?xml version="1.0" encoding="utf-8"?>
<openerp >
<data >
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<menuitem id= "base.menu_base_action_rule_admin" name= "Automated Actions"
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parent="base.menu_custom" />
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<!-- Action Rule Form View -->
<record id= "view_base_action_rule_form" model= "ir.ui.view" >
<field name= "name" > base.action.rule.form</field>
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<field name= "model" > base.action.rule</field>
<field name= "arch" type= "xml" >
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<form string= "Action Rule" version= "7.0" >
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<sheet >
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<label for= "name" class= "oe_edit_only" />
<h1 > <field name= "name" /> </h1>
<group >
<group >
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<field name= "model_id" on_change= "onchange_model_id(model_id, context)" />
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<field name= "model" invisible= "1" />
</group>
<group >
<field name= "active" />
<field name= "sequence" />
</group>
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</group>
<notebook >
<page string= "Conditions" >
<group >
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<field name= "kind" required= "1"
on_change="onchange_kind(kind)"/>
<field name= "filter_pre_id"
domain="[('model_id','=',model), ('user_id', '=', False)]"
context="{'default_model_id': model}"
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attrs="{'invisible': [('kind', '!=', 'on_write')]}"/>
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<field name= "filter_id"
domain="[('model_id','=',model), ('user_id', '=', False)]"
context="{'default_model_id': model}"/>
<field name= "trg_date_id"
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attrs="{'invisible': [('kind', '!=', 'on_time')], 'required': [('kind', '=', 'on_time')]}"/>
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<label for= "trg_date_range" string= "Delay After Trigger Date"
attrs="{'invisible': [('trg_date_id','=',False)]}"/>
<div attrs= "{'invisible': [('trg_date_id','=',False)]}" >
<field name= "trg_date_range" class= "oe_inline" />
<field name= "trg_date_range_type" class= "oe_inline" attrs= "{'required': [('trg_date_id','!=',False)]}" />
</div>
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<field name= "trg_date_calendar_id" class= "oe_inline"
attrs="{'invisible': ['|', ('trg_date_id','=',False), ('trg_date_range_type', '!=', 'day')]}"/>
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</group>
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<p >
Select when the action must be run, and add filters and/or timing conditions.
<br />
In order to create a new filter:
<ul >
<li > Go to your "Related Document Model" page and set the filter parameters in the "Search" view (Example of filter based on Leads/Opportunities: Creation Date "is equal to" 01/01/2012)</li>
<li > In this same "Search" view, select the menu "Save Current Filter", enter the name (Ex: Create the 01/01/2012) and add the option "Share with all users"</li>
</ul>
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The filter must therefore be available in this page.
</p>
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</page>
<page string= "Actions" >
<group name= "action_field" col= "4" string= "Fields to Change" >
<field name= "act_user_id" />
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<field name= "act_followers" widget= "many2many_tags" />
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</group>
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<group name= "action_server" string= "Server actions to run" >
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<field name= "server_action_ids" domain= "[('model_id','=', model_id)]" nolabel= "1" context= "{'default_model_id': model_id}" >
<tree string= "Server Actions" >
<field name= "sequence" />
<field name= "name" />
<field name= "state" />
</tree>
</field>
</group>
</page>
</notebook>
</sheet>
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</form>
</field>
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</record>
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<!-- Action Rule Tree View -->
<record id= "view_base_action_rule_tree" model= "ir.ui.view" >
<field name= "name" > base.action.rule.tree</field>
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<field name= "model" > base.action.rule</field>
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<field name= "arch" type= "xml" >
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<tree string= "Action Rule" >
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<field name= "sequence" />
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<field name= "name" />
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<field name= "kind" />
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<field name= "filter_id" />
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</tree>
</field>
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</record>
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<!-- Action Rule Action -->
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<record id= "base_action_rule_act" model= "ir.actions.act_window" >
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<field name= "name" > Automated Actions</field>
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<field name= "res_model" > base.action.rule</field>
<field name= "view_type" > form</field>
<field name= "view_mode" > tree,form</field>
<field name= "view_id" ref= "view_base_action_rule_tree" />
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<field name= "help" type= "html" >
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<p class= "oe_view_nocontent_create" >
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Click to setup a new automated action rule.
</p> <p >
Use automated actions to automatically trigger actions for
various screens. Example: a lead created by a specific user may
be automatically set to a specific sales team, or an
opportunity which still has status pending after 14 days might
trigger an automatic reminder email.
</p>
</field>
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</record>
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<menuitem id= "menu_base_action_rule_form"
parent="base.menu_base_action_rule_admin" action="base_action_rule_act" sequence="1"/>
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</data>
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</openerp>