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<?xml version="1.0" encoding="utf-8"?> <odoo> <!-- Action Rule Form View --> <record id="view_base_action_rule_form" model="ir.ui.view"> <field name="name">base.action.rule.form</field> <field name="model">base.action.rule</field> <field name="arch" type="xml"> <form string="Action Rule"> <sheet> <label for="name" class="oe_edit_only"/> <h1><field name="name"/></h1> <group> <group> <field name="model_id"/> <field name="model" invisible="1"/> </group> <group> <field name="active"/> <field name="sequence"/> </group> </group> <notebook> <page string="Conditions"> <group attrs="{'invisible': [('model', '!=', False)]}"> <p><b>Please choose the document type before setting the conditions.</b></p> </group> <group attrs="{'invisible': [('model', '=', False)]}"> <field name="kind"/> <label for="filter_pre_id" attrs="{'invisible': [('kind', '!=', 'on_write')]}"/> <div attrs="{'invisible': [('kind', '!=', 'on_write')]}"> <field name="filter_pre_domain" widget="char_domain" options="{'model_field': 'model'}" class="o_row"/> <div class="oe_edit_only o_row">Set selection based on a search filter: <field name="filter_pre_id" domain="[('model_id', '=', model), '|', ('user_id', '=', uid), ('user_id', '=', False)]" class="o_row" context="{'default_model_id': model, 'default_active': False, 'active_test': False}"/></div> </div> <label for="filter_id"/> <div> <field name="filter_domain" widget="char_domain" options="{'model_field': 'model'}" class="o_row"/> <div class="oe_edit_only o_row">Set selection based on a search filter: <field name="filter_id" domain="[('model_id', '=', model), '|', ('user_id', '=', uid), ('user_id', '=', False)]" class="o_row" context="{'default_model_id': model, 'default_active': False, 'active_test': False}"/> </div> </div> <field name="on_change_fields" attrs="{'invisible': [('kind', '!=', 'on_change')], 'required': [('kind', '=', 'on_change')]}"/> <field name="trg_date_id" attrs="{'invisible': [('kind', '!=', 'on_time')], 'required': [('kind', '=', 'on_time')]}"/> <label for="trg_date_range" string="Delay After Trigger Date" attrs="{'invisible': [('trg_date_id','=',False)]}"/> <div attrs="{'invisible': [('trg_date_id','=',False)]}"> <field name="trg_date_range" class="o_row"/> <field name="trg_date_range_type" class="o_row" attrs="{'required': [('trg_date_id','!=',False)]}"/> </div> <field name="trg_date_calendar_id" class="o_row" attrs="{'invisible': ['|', ('trg_date_id','=',False), ('trg_date_range_type', '!=', 'day')]}"/> </group> <div attrs="{'invisible': [('model', '=', False)]}"> <p>Select when the action must be run, and choose records and/or timing conditions.</p> <p groups="base.group_no_one">You may also use filters instead of choosing records. In order to create a new filter:</p> <ul groups="base.group_no_one"> <li>Go to your "Related Document Model" page and set the filter parameters in the "Search" view (Example of filter based on Leads/Opportunities: Creation Date "is equal to" 01/01/2012)</li> <li>In this same "Search" view, select the menu "Save Current Filter", enter the name (Ex: Create the 01/01/2012) and add the option "Share with all users"</li> </ul> </div> </page> <page string="Actions"> <group name="action_field" col="4" string="Fields to Change"> <field name="act_user_id"/> <field name="act_followers" widget="many2many_tags"/> </group> <group name="action_server" string="Server actions to run"> <field name="server_action_ids" domain="[('model_id','=', model_id)]" nolabel="1" context="{'default_model_id': model_id}"> <tree string="Server Actions"> <field name="sequence"/> <field name="name"/> <field name="state"/> </tree> </field> </group> </page> </notebook> </sheet> </form> </field> </record> <!-- Action Rule Tree View --> <record id="view_base_action_rule_tree" model="ir.ui.view"> <field name="name">base.action.rule.tree</field> <field name="model">base.action.rule</field> <field name="arch" type="xml"> <tree string="Action Rule"> <field name="sequence"/> <field name="name"/> <field name="kind"/> <field name="model_id"/> <field name="filter_id"/> </tree> </field> </record> <record id="view_base_action_rule_search" model="ir.ui.view"> <field name="name">base.action.rule.search</field> <field name="model">base.action.rule</field> <field name="arch" type="xml"> <search> <field name="name"/> <field name="model_id"/> </search> </field> </record> <!-- Action Rule Action --> <record id="base_action_rule_act" model="ir.actions.act_window"> <field name="name">Automated Actions</field> <field name="res_model">base.action.rule</field> <field name="view_type">form</field> <field name="view_mode">tree,form</field> <field name="view_id" ref="view_base_action_rule_tree"/> <field name="help" type="html"> <p class="oe_view_nocontent_create"> Click to setup a new automated action rule. </p><p> Use automated actions to automatically trigger actions for various screens. Example: a lead created by a specific user may be automatically set to a specific sales team, or an opportunity which still has status pending after 14 days might trigger an automatic reminder email. </p> </field> </record> <menuitem id="menu_base_action_rule_form" parent="base.menu_automation" action="base_action_rule_act" sequence="1"/> </odoo>