67 lines
3.5 KiB
XML
67 lines
3.5 KiB
XML
<?xml version="1.0"?>
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<openerp>
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<data noupdate="1">
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<!-- demo automated actions add messge on new lead after 5 days -->
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<record id="filter_draft_lead" model="ir.filters">
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<field name="name">Draft Leads</field>
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<field name="model_id">crm.lead</field>
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<field name="domain">[('state','=','draft')]</field>
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<field name="user_id" eval="False"/>
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</record>
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<record id="action_email_reminder_lead" model="ir.actions.server">
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<field name="name">Reminder to User</field>
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<field name="model_id" ref="model_crm_lead"/>
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<field name="condition">True</field>
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<field name="type">ir.actions.server</field>
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<field name="state">email</field>
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<field name="email">object.user_id.email</field>
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<field name="subject">Reminder on Lead: [[object.id ]] [[object.partner_id and 'of ' +object.partner_id.name or '']]</field>
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<field name="message">Warning unprocessed incoming lead is more than 5 day old.
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Name: [[object.name ]]
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ID: [[object.id ]]
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Description: [[object.description]]
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</field>
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</record>
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<record id="rule_set_reminder_lead" model="base.action.rule">
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<field name="name">Set Auto Reminder on leads which are not open since 5 days.</field>
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<field name="model_id" ref="model_crm_lead"/>
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<field name="sequence">1</field>
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<field name="filter_id" ref="filter_draft_lead"/>
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<field name="trg_date_id" ref="field_crm_lead_create_date"/>
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<field name="trg_date_range">5</field>
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<field name="trg_date_range_type">day</field>
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<field name="server_action_ids" eval="[(6,0,[ref('action_email_reminder_lead')])]"/>
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</record>
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<!-- demo automated actions add a followers on urgent USA leads -->
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<record id="filter_usa_lead" model="ir.filters">
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<field name="name">Leads from USA</field>
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<field name="model_id">crm.lead</field>
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<field name="domain">[('country_id','=','United States')]</field>
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<field name="user_id" eval="False"/>
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</record>
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<record id="action_set_team_sales_department" model="ir.actions.server">
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<field name="name">Set team to Sales Department</field>
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<field name="model_id" ref="model_crm_lead"/>
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<field name="condition">True</field>
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<field name="type">ir.actions.server</field>
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<field name="state">code</field>
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<field name="code">sales_team = self.pool.get('ir.model.data').get_object(cr, uid, 'crm', 'section_sales_department')
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object.write({'section_id': sales_team.id})
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</field>
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</record>
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<record id="rule_set_followers_lead" model="base.action.rule">
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<field name="name">Set Auto Followers on leads which are urgent and come from USA.</field>
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<field name="model_id" ref="model_crm_lead"/>
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<field name="sequence">2</field>
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<field name="filter_id" ref="filter_usa_lead"/>
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<field name="act_followers" eval="[(6,0,[ref('base.res_partner_4'), ref('base.res_partner_5'), ref('base.res_partner_6')])]"/>
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<field name="act_user_id" ref="base.user_root"/>
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<field name="trg_date_id" ref="field_crm_lead_create_date"/>
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<field name="trg_date_range">0</field>
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<field name="trg_date_range_type">minutes</field>
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<field name="server_action_ids" eval="[(6,0,[ref('action_set_team_sales_department')])]"/>
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</record>
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</data>
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</openerp>
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