136 lines
7.6 KiB
XML
136 lines
7.6 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<openerp>
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<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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<!--
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Action Rule Form View
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-->
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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" version="7.0">
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<sheet>
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<group col="4">
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<field name="name"/>
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<field name="model_id" on_change="onchange_model_id(model_id)"/>
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<field name="filter_id" />
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<field name="sequence"/>
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<field name="active"/>
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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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<group name="model" string="Conditions on Model Fields">
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<field name="regex_name"/>
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<field name="trg_user_id"/>
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</group>
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<group name="partner" string="Conditions on Model Partner">
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<field name="trg_partner_id"/>
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<field name="trg_partner_categ_id"/>
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</group>
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<group string="Conditions on States">
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<field name="trg_state_from"/>
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<field name="trg_state_to"/>
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</group>
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<group string="Conditions on Timing">
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<field name="trg_date_type"/>
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<group attrs="{'invisible': [('trg_date_type', '=', 'none')]}">
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<field name="trg_date_range" string="Delay After Trigger Date"/>
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<field name="trg_date_range_type"/>
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</group>
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</group>
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</group>
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<separator string="Note"/>
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<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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</page>
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<page string="Actions">
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<group string="Fields to Change" col="4">
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<field name="act_user_id"/>
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<field name="act_state"/>
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</group>
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<group col="2" string="Server Action to be Triggered">
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<field name="server_action_id"/>
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</group>
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</page>
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<page string="Email Actions">
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<group col="4">
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<separator colspan="4" string="Email Reminders"/>
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<field name="act_remind_partner"/>
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<field name="act_remind_attach"/>
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<field name="act_remind_user"/>
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<group col="2" colspan="2" attrs="{'invisible': [('act_remind_user','=',False)]}">
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<field name="act_reply_to" attrs="{'required':[('act_remind_user','=',True)]}"/>
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</group>
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<separator colspan="4" string="Email Information"/>
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<field name="act_email_from" />
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<field name="act_email_to" />
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<field name="act_mail_to_user"/>
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<field colspan="4" name="act_mail_to_email"/>
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<field name="act_mail_to_watchers"/>
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<field colspan="4" name="act_email_cc"/>
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<separator colspan="4" string="Email Body"/>
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<field colspan="4" name="act_mail_body" height="250"
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nolabel="1" attrs="{'required':[('act_remind_user','=',True)]}" />
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<separator colspan="4" string="Special Keywords to be Used in the Body"/>
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<label align="0.0" string="%%(object_id)s = Object ID" colspan="2"/>
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<label align="0.0" string="%%(object_subject)s = Object subject" colspan="2"/>
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<label align="0.0" string="%%(object_description)s = Object description" colspan="2"/>
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<label align="0.0" string="%%(object_date)s = Creation date" colspan="2"/>
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<label align="0.0" string="%%(partner)s = Partner name" colspan="2"/>
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<label align="0.0" string="%%(partner_email)s = Partner Email" colspan="2"/>
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<label align="0.0" string="%%(object_user)s = Responsible name" colspan="2"/>
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<label align="0.0" string="%%(object_user_email)s = Responsible Email" colspan="2"/>
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<label align="0.0" string="%%(object_user_phone)s = Responsible phone" colspan="2"/>
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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" colspan="4"/>
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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_base_action_rule_admin" action="base_action_rule_act" sequence="1"/>
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</data>
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</openerp>
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