Automated Actions in Odoo 17 - Odoo 17 Slides

This slide will show the Automated actions in Odoo 17. Automated actions in Odoo 17 enable users to set predefined actions triggered automatically by specified conditions or events.

1. Automated Actions in Odoo 17 Enterprise

2. Introduction Enterprise This slide will show the Automated actions in Odoo 17. Automated actions in Odoo 17 enable users to set predefined actions triggered automatically by specified conditions or events. These actions include sending emails, creating records, updating fields, and triggering notifications. By automating repetitive tasks, businesses enhance efficiency, accuracy, and productivity. Automated actions can be triggered upon the creation, deletion, or update of records within a specified Odoo Model (database table). These actions may also be triggered by form modifications or time-based conditions.

3. Enterprise Let’s go to the Settings -> Technical -> Automated Actions. Here we can define the rules and conditions that trigger automated actions.

4. Enterprise If you can’t locate this option, you may need to install the Automatic Action Rules module. Follow these steps to configure an action with trigger conditions and domains: 1. Create Model and Fields: Begin by creating a model if one does not already exist. Define fields on this model as needed. 2. Define Trigger Conditions: The conditions are based on field values in the record or related records. When trigger conditions are satisfied, the automated action triggers automatically. 3. Set Domains: Domains are defined as a list of tuples, with each tuple specifying a condition that records must meet. Only records meeting the conditions specified in the domain are selected for the automated action.

5. Enterprise A server action can perform the following types of actions. 1. Update Record 2. Create Activity 3. Send SMS 4. Create Record 5. Add Followers 6. Remove Followers 7. Execute Code 8. Send Webhook Notification 9. Execute Existing Actions

6. Enterprise Let’s create a new automated action for updating the status of the record while creating on the model patient vaccination. First we need to create the automated action Then we need to create a server action for the created automated action.

7. Enterprise Create the actions inside the ‘data’ directory.

8. Enterprise We need to specify the trigger action that is while creating the record. Then we need to specify the action to be perform in the state field that is Execute python code. Then we can specify the function in the code field.

9. Enterprise Go to the py file of the model . Implement the function for automate the action while creating the record on the model patient details. Run the pycharm and upgrade the module.

10. Enterprise Open the Automated action, Here we can see the action that we created .

11. Enterprise Here is the patient details and the vaccination status.

12. Enterprise Let’s create a record on the model patient details for the a not vaccinated patient .

13. Enterprise One the record will be saved the status will be changed in to ‘Not vaccinated’ .

14. Enterprise Automated actions can be used for a variety of purposes, such as altering a document's stage, preventing incorrect data entry, and creating follow-up tasks for users etc. This is the a utomated actions in Odoo 17 .

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