odoo/addons/crm/process/crm_configuration_process.xml

85 lines
4.5 KiB
XML

<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data>
<!--
Process
-->
<record id="process_process_contractprocess0" model="process.process">
<field eval="1" name="active"/>
<field eval="&quot;&quot;&quot;Contract&quot;&quot;&quot;" name="name"/>
</record>
<!--
Process Node
-->
<record id="process_node_leads0" model="process.node">
<field eval="&quot;&quot;&quot;state&quot;&quot;&quot;" name="kind"/>
<field eval="&quot;&quot;&quot;Leads&quot;&quot;&quot;" name="name"/>
<field eval="&quot;&quot;&quot;Very first contact with new prospect&quot;&quot;&quot;" name="note"/>
<field name="process_id" ref="process_process_contractprocess0"/>
<field eval="&quot;&quot;&quot;object.state in ('draft', 'open', 'pending', 'done', 'cancel')&quot;&quot;&quot;" name="model_states"/>
<field eval="1" name="flow_start"/>
</record>
<record id="process_node_partner0" model="process.node">
<field name="menu_id" ref="base.menu_partner_form"/>
<field name="model_id" ref="base.model_res_partner"/>
<field eval="&quot;&quot;&quot;state&quot;&quot;&quot;" name="kind"/>
<field eval="&quot;&quot;&quot;Partner&quot;&quot;&quot;" name="name"/>
<field eval="&quot;&quot;&quot;Convert to prospect to business partner&quot;&quot;&quot;" name="note"/>
<field name="process_id" ref="process_process_contractprocess0"/>
<field eval="0" name="flow_start"/>
</record>
<record id="process_node_opportunities0" model="process.node">
<field eval="&quot;&quot;&quot;state&quot;&quot;&quot;" name="kind"/>
<field eval="&quot;&quot;&quot;Opportunities&quot;&quot;&quot;" name="name"/>
<field eval="&quot;&quot;&quot;When a real project/opportunity is detected&quot;&quot;&quot;" name="note"/>
<field name="process_id" ref="process_process_contractprocess0"/>
<field eval="&quot;&quot;&quot;object.state in ('draft', 'open', 'pending', 'done', 'cancel')&quot;&quot;&quot;" name="model_states"/>
<field eval="0" name="flow_start"/>
</record>
<record id="process_node_meeting0" model="process.node">
<field eval="&quot;&quot;&quot;state&quot;&quot;&quot;" name="kind"/>
<field eval="&quot;&quot;&quot;Meeting&quot;&quot;&quot;" name="name"/>
<field eval="&quot;&quot;&quot;Schedule a normal or phone meeting&quot;&quot;&quot;" name="note"/>
<field name="process_id" ref="process_process_contractprocess0"/>
<field eval="&quot;&quot;&quot;object.state in ('draft', 'open', 'pending', 'done', 'cancel')&quot;&quot;&quot;" name="model_states"/>
<field eval="0" name="flow_start"/>
</record>
<!--
Process Transition
-->
<record id="process_transition_leadopportunity0" model="process.transition">
<field eval="[(6,0,[])]" name="transition_ids"/>
<field eval="&quot;&quot;&quot;Prospect Opportunity&quot;&quot;&quot;" name="name"/>
<field eval="&quot;&quot;&quot;Creating business opportunities from Leads&quot;&quot;&quot;" name="note"/>
<field name="target_node_id" ref="process_node_opportunities0"/>
<field name="source_node_id" ref="process_node_leads0"/>
</record>
<record id="process_transition_leadpartner0" model="process.transition">
<field eval="[(6,0,[])]" name="transition_ids"/>
<field eval="&quot;&quot;&quot;Prospect Partner&quot;&quot;&quot;" name="name"/>
<field eval="&quot;&quot;&quot;Prospect is converting to business partner&quot;&quot;&quot;" name="note"/>
<field name="target_node_id" ref="process_node_partner0"/>
<field name="source_node_id" ref="process_node_leads0"/>
</record>
<record id="process_transition_opportunitymeeting0" model="process.transition">
<field eval="[(6,0,[])]" name="transition_ids"/>
<field eval="&quot;&quot;&quot;Opportunity Meeting&quot;&quot;&quot;" name="name"/>
<field eval="&quot;&quot;&quot;Normal or phone meeting for opportunity&quot;&quot;&quot;" name="note"/>
<field name="target_node_id" ref="process_node_meeting0"/>
<field name="source_node_id" ref="process_node_opportunities0"/>
</record>
</data>
</openerp>