58 lines
3.1 KiB
XML
58 lines
3.1 KiB
XML
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<?xml version="1.0"?>
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<odoo>
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<data noupdate="1">
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<!-- demo automated actions add messge on new lead after 5 days -->
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<record id="filter_draft_lead" model="ir.filters">
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<field name="name">Draft Leads</field>
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<field name="model_id">crm.lead</field>
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<field name="domain">[('stage_id.sequence', '=', 1)]</field>
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<field name="user_id" eval="False"/>
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</record>
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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="template_id" ref="email_template_opportunity_reminder_mail"/>
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</record>
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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="kind">on_time</field>
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<field name="filter_domain">[('stage_id.sequence', '=', 1)]</field>
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<field name="trg_date_id" search="[('model','=','crm.lead'),('name','=','create_date')]"/>
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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_lead')])]"/>
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</record>
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<!-- demo automated actions add a followers on urgent USA leads -->
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<record id="filter_usa_lead" model="ir.filters">
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<field name="name">Leads 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="action_set_team_sales_department" model="ir.actions.server">
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<field name="name">Set team to Sales Department</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">code</field>
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<field name="code">record.write({'team_id': env.ref('sales_team.team_sales_department').id})</field>
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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="kind">on_create</field>
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<field name="filter_id" ref="filter_usa_lead"/>
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<field name="act_user_id" ref="base.user_root"/>
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<field name="act_followers" eval="[(6,0,[ref('base.res_partner_4'), ref('base.res_partner_3'), ref('base.res_partner_1')])]"/>
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<field name="server_action_ids" eval="[(6,0,[ref('action_set_team_sales_department')])]"/>
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</record>
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</data>
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</odoo>
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