Odoo Server Action in odoo 17 - Odoo 17 Slides

This slide will show that how to create & configure server actions in the Odoo 17. Server Actions in Odoo serve as a dynamic mechanism for automating processes without the need for extensive custom development. These actions enable users to define a sequence of operations or tasks that the system executes automatically under specific conditions.

1. Odoo Server Action in Odoo 17 Enterprise

2. Introduction Enterpr ise This slide will show that how to create & configure server actions in the Odoo 17. Server Actions in Odoo serve as a dynamic mechanism for automating processes without the need for extensive custom development. These actions enable users to define a sequence of operations or tasks that the system executes automatically under specific conditions.

3. Enterprise Let’s go to Settings > Technical > Server Actions.

4. Enterprise A server action can perform the following types of actions. 1. Execute a python code 2. Create new record 3. Update new record 4. Sent an email 5. Sent SMS message 6. Add followers 7. Create next activity 8. Execute multiple actions

5. Enterprise Let’s create a new server action for changing the quotations in to sale orders. Create an ir_action_data.xml file inside the ‘data’ directory. Define the server action.

6. Enterprise After adding the XML code, we should include the function ‘action_change_quotations()’ in the model sale order. Then run the pycharm and upgrade the module.

7. Enterprise Let’s go to the Sales > Orders > Quotations. Select the quotations to convert sale order. Under the Actions we can see the server action that we created.

8. Enterprise Let’s run the server action. There is no quotations.

9. Enterprise Here the quotations are changed to the sale orders.

10. Enterprise The newly created server action can be viewed in Server actions in the Technical menu from settings.

11. Enterprise Odoo Server Actions empower users to automate diverse processes, enhancing efficiency and reducing manual intervention . This is how we can create & configure server actions in the Odoo 17.

12. For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com