86 lines
3.7 KiB
XML
86 lines
3.7 KiB
XML
<?xml version="1.0"?>
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<openerp>
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<data noupdate="1">
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<!-- email server actions -->
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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">Hello [[object.user_id.name]],
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can you check following lead, it's not open since 5 days ?
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Lead: [[object.id ]]
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Description:
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[[object.description]]
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Thanks,
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</field>
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</record>
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<record id="action_email_reminder_customer_lead" model="ir.actions.server">
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<field name="name">Reminder to Customer</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.email_from</field>
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<field name="subject">Reminder on Lead: [[object.id ]]</field>
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<field name="message">Hello [[object.partner_id and object.partner_id.name or '']],
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your following lead is not open since 5 days.
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Lead: [[object.id ]]
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Description:
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[[object.description]]
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Thanks,
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</field>
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</record>
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<record id="filter_draft_lead" model="ir.filters">
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<field name="name">Filter on leads which are draft.</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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<!-- automated actions -->
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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_type">create</field>
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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_customer_lead'), ref('action_email_reminder_lead')])]"/>
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</record>
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<record id="filter_usa_lead" model="ir.filters">
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<field name="name">Filter on leads which come 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="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="regex_name">urgent.*</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="act_section_id" ref="section_sales_department"/>
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<field name="trg_date_type">create</field>
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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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</record>
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</data>
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</openerp>
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