odoo
/
odoo
2
0
Fork 0
Code Pull Requests Releases Activity

crm change stupid base action rule, this will be completed in the base action rule branch 

bzr revid: al@openerp.com-20121208141610-o5driggb14sx7e1s
This commit is contained in:
Antony Lesuisse 2012-12-08 15:16:10 +01:00
parent 0cc0dda679
commit d30c3a32db
1 changed files with 13 additions and 41 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

54
addons/crm/crm_action_rule_demo.xml
View File

@ -1,7 +1,13 @@
<?xml version="1.0"?>
<openerp>
<data noupdate="1">
<!-- email server actions -->
<!-- demo automated actions add messge on new lead after 5 days -->
<record id="filter_draft_lead" model="ir.filters">
<field name="name">Draft Leads</field>
<field name="model_id">crm.lead</field>
<field name="domain">[('state','=','draft')]</field>
<field name="user_id" eval="False"/>
</record>
<record id="action_email_reminder_lead" model="ir.actions.server">
<field name="name">Reminder to User</field>
<field name="model_id" ref="model_crm_lead"/>
@ -10,46 +16,12 @@
<field name="state">email</field>
<field name="email">object.user_id.email</field>
<field name="subject">Reminder on Lead: [[object.id ]] [[object.partner_id and 'of ' +object.partner_id.name or '']]</field>
<field name="message">Hello [[object.user_id.name]],
can you check following lead, it's not open since 5 days ?
Lead: [[object.id ]]
Description:
[[object.description]]
Thanks,
<field name="message">Warning unprocessed incoming lead is more than 5 day old.
Name: [[object.name ]]
ID: [[object.id ]]
Description: [[object.description]]
</field>
</record>
<record id="action_email_reminder_customer_lead" model="ir.actions.server">
<field name="name">Reminder to Customer</field>
<field name="model_id" ref="model_crm_lead"/>
<field name="condition">True</field>
<field name="type">ir.actions.server</field>
<field name="state">email</field>
<field name="email">object.email_from</field>
<field name="subject">Reminder on Lead: [[object.id ]]</field>
<field name="message">Hello [[object.partner_id and object.partner_id.name or '']],
your following lead is not open since 5 days.
Lead: [[object.id ]]
Description:
[[object.description]]
Thanks,
</field>
</record>
<record id="filter_draft_lead" model="ir.filters">
<field name="name">Draft Leads</field>
<field name="model_id">crm.lead</field>
<field name="domain">[('state','=','draft')]</field>
<field name="user_id" eval="False"/>
</record>
<!-- automated actions -->
<record id="rule_set_reminder_lead" model="base.action.rule">
<field name="name">Set Auto Reminder on leads which are not open since 5 days.</field>
<field name="model_id" ref="model_crm_lead"/>
@ -58,16 +30,16 @@ Thanks,
<field name="trg_date_type">create</field>
<field name="trg_date_range">5</field>
<field name="trg_date_range_type">day</field>
<field name="server_action_ids" eval="[(6,0,[ref('action_email_reminder_customer_lead'), ref('action_email_reminder_lead')])]"/>
<field name="server_action_ids" eval="[(6,0,[ref('action_email_reminder_lead')])]"/>
</record>
<!-- demo automated actions add a followers on urgent USA leads -->
<record id="filter_usa_lead" model="ir.filters">
<field name="name">Leads from USA</field>
<field name="model_id">crm.lead</field>
<field name="domain">[('country_id','=','United States')]</field>
<field name="user_id" eval="False"/>
</record>
<record id="rule_set_followers_lead" model="base.action.rule">
<field name="name">Set Auto Followers on leads which are urgent and come from USA.</field>
<field name="model_id" ref="model_crm_lead"/>