109 lines
6.2 KiB
XML
109 lines
6.2 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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<!-- 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" version="7.0">
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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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<group name="filter" string="Filter Condition">
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<field name="filter_pre_id" domain="[('model_id','=',model)]" context="{'default_model_id': model}"/>
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<field name="filter_id" domain="[('model_id','=',model)]" context="{'default_model_id': model}"/>
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</group>
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<group name="timing" string="Timer">
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<field name="trg_date_id"/>
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<label for="trg_date_range" string="Delay After Trigger Date" 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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</group>
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</group>
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<p class="oe_grey">
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<b>Select a filter or a timer as condition.</b><br/> An action rule is checked when you create or modify the "Related Document Model". The precondition filter is checked right before the modification while the postcondition filter is checked after the modification. A precondition filter will therefore not work during a creation.<br/>
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<b>To create a new filter:</b><br/>
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- 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)<br/>
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- 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"<br/>
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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="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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