118 lines
6.6 KiB
XML
118 lines
6.6 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<openerp>
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<data>
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<!-- Action Rule Form View -->
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<record id="view_base_action_rule_form" model="ir.ui.view">
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<field name="name">base.action.rule.form</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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<form string="Action Rule">
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<sheet>
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<label for="name" class="oe_edit_only"/>
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<h1><field name="name"/></h1>
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<group>
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<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"/>
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</group>
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<group>
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<field name="active"/>
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<field name="sequence"/>
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</group>
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</group>
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<notebook>
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<page string="Conditions">
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<group>
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<field name="kind" required="1"
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on_change="onchange_kind(kind)"/>
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<field name="filter_pre_id"
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domain="[('model_id','=',model), ('user_id', '=', False)]"
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context="{'default_model_id': model}"
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attrs="{'invisible': [('kind', '!=', 'on_write')]}"/>
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<field name="filter_id"
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domain="[('model_id','=',model), ('user_id', '=', False)]"
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context="{'default_model_id': model}"/>
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<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"
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attrs="{'invisible': [('trg_date_id','=',False)]}"/>
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<div attrs="{'invisible': [('trg_date_id','=',False)]}">
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<field name="trg_date_range" class="oe_inline"/>
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<field name="trg_date_range_type" class="oe_inline" attrs="{'required': [('trg_date_id','!=',False)]}"/>
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</div>
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<field name="trg_date_calendar_id" class="oe_inline"
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attrs="{'invisible': ['|', ('trg_date_id','=',False), ('trg_date_range_type', '!=', 'day')]}"/>
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</group>
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<p>
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Select when the action must be run, and add filters and/or timing conditions.
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<br/>
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In order to create a new filter:
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<ul>
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<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>
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<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>
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</ul>
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The filter must therefore be available in this page.
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</p>
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</page>
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<page string="Actions">
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<group name="action_field" col="4" string="Fields to Change">
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<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}">
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<tree string="Server Actions">
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<field name="sequence"/>
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<field name="name"/>
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<field name="state"/>
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</tree>
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</field>
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</group>
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</page>
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</notebook>
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</sheet>
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</form>
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</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">
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<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="model_id"/>
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<field name="filter_id"/>
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</tree>
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</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>
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<field name="view_type">form</field>
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<field name="view_mode">tree,form</field>
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<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.
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</p><p>
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Use automated actions to automatically trigger actions for
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various screens. Example: a lead created by a specific user may
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be automatically set to a specific sales team, or an
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opportunity which still has status pending after 14 days might
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trigger an automatic reminder email.
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</p>
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</field>
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</record>
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<menuitem id="menu_base_action_rule_form"
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parent="base.menu_automation" action="base_action_rule_act" sequence="1"/>
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</data>
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</openerp>
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