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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 >
<group col= "4" >
<field name= "name" />
<field name= "model_id" />
<field name= "filter_id" domain= "[('model_id','=',model)]" context= "{'default_model_id': model}" />
<field name= "sequence" />
<field name= "active" />
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<field name= "model" invisible= "1" />
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</group>
<notebook >
<page string= "Conditions" >
<group >
<group name= "model" string= "Conditions on Model Fields" >
<field name= "regex_name" />
<field name= "trg_user_id" />
</group>
<group name= "partner" string= "Conditions on Model Partner" >
<field name= "trg_partner_id" />
<field name= "trg_partner_categ_id" />
</group>
<group name= "state" string= "Conditions on Status" >
<field name= "trg_state_from" />
<field name= "trg_state_to" />
</group>
<group name= "timing" string= "Conditions on Timing" >
<field name= "trg_date_type" />
<field name= "trg_date_range" string= "Delay After Trigger Date" attrs= "{'invisible': [('trg_date_type', '=', 'none')]}" />
<field name= "trg_date_range_type" attrs= "{'invisible': [('trg_date_type', '=', 'none')]}" />
</group>
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</group>
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<group string= "Note" >
<label string= "The rule uses the AND operator. The model must match all non-empty fields so that the rule executes the action described in the 'Actions' tab." />
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</group>
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</page>
<page string= "Actions" >
<group name= "action_followers" >
<field name= "act_followers" widget= "many2many_tags" />
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</group>
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<group name= "action_field" col= "4" string= "Fields to Change" >
<field name= "act_user_id" />
<field name= "act_state" />
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</group>
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<group name= "action_server" string= "Server Actions to be Triggered (eg. Email Reminder, Call Object Method, etc...)" >
<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 -->
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<record id= "view_base_action_rule_tree" model= "ir.ui.view" >
<field name= "name" > base.action.rule.tree</field>
<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" colspan= "4" />
<field name= "filter_id" />
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</tree>
</field>
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</record>
<!-- 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>