addons/base_action_rule/base_action_rule_view.xml

   1 <?xml version="1.0" encoding="utf-8"?>
   2 <openerp>
   3     <data>
   4         <menuitem id="base.menu_base_action_rule_admin" name="Automated Actions"
   5             parent="base.menu_custom" />
   6
   7         <!--
   8             Action Rule Form View
   9         -->
  10            <record id="view_base_action_rule_form" model="ir.ui.view">
  11                <field name="name">base.action.rule.form</field>
  12             <field name="model">base.action.rule</field>
  13             <field name="type">form</field>
  14             <field name="arch" type="xml">
  15                 <form string="Action Rule" version="7.0">
  16                     <sheet>
  17                         <group col="4">
  18                             <field name="name"/>
  19                             <field name="model_id" on_change="onchange_model_id(model_id)"/>
  20                             <field name="filter_id" />
  21                             <field name="sequence"/>
  22                             <field name="active"/>
  23                         </group>
  24                         <notebook>
  25                             <page string="Conditions">
  26                                 <group>
  27                                     <group name="model" string="Conditions on Model Fields">
  28                                         <field name="regex_name"/>
  29                                         <field name="trg_user_id"/>
  30                                     </group>
  31                                     <group name="partner" string="Conditions on Model Partner">
  32                                         <field name="trg_partner_id"/>
  33                                         <field name="trg_partner_categ_id"/>
  34                                     </group>
  35                                     <group string="Conditions on States">
  36                                         <field name="trg_state_from"/>
  37                                         <field name="trg_state_to"/>
  38                                     </group>
  39                                     <group string="Conditions on Timing">
  40                                         <field name="trg_date_type"/>
  41                                         <group attrs="{'invisible': [('trg_date_type', '=', 'none')]}">
  42                                             <field name="trg_date_range" string="Delay After Trigger Date"/>
  43                                             <field name="trg_date_range_type"/>
  44                                         </group>
  45                                     </group>
  46                                 </group>
  47                                 <separator string="Note"/>
  48                                 <label string="The rule uses the AND operator. The model must match all non-empty fields so that the rule executes the action described in the 'Actions' tab." />
  49                             </page>
  50                             <page string="Actions">
  51                                 <group string="Fields to Change" col="4">
  52                                     <field name="act_user_id"/>
  53                                     <field name="act_state"/>
  54                                 </group>
  55                                 <group col="2" string="Server Action to be Triggered">
  56                                     <field name="server_action_id"/>
  57                                 </group>
  58                             </page>
  59                             <page string="Email Actions">
  60                                 <group col="4">
  61                                     <separator colspan="4" string="Email Reminders"/>
  62                                     <field name="act_remind_partner"/>
  63                                     <field name="act_remind_attach"/>
  64                                     <field name="act_remind_user"/>
  65                                     <group col="2" colspan="2" attrs="{'invisible': [('act_remind_user','=',False)]}">
  66                                         <field name="act_reply_to" attrs="{'required':[('act_remind_user','=',True)]}"/>
  67                                     </group>
  68                                     <separator colspan="4" string="Email Information"/>
  69                                     <field name="act_email_from" />
  70                                     <field name="act_email_to" />
  71                                     <field name="act_mail_to_user"/>
  72                                     <field colspan="4" name="act_mail_to_email"/>
  73                                     <field name="act_mail_to_watchers"/>
  74                                     <field colspan="4" name="act_email_cc"/>
  75                                     <separator colspan="4" string="Email Body"/>
  76                                     <field colspan="4" name="act_mail_body" height="250"
  77                                         nolabel="1" attrs="{'required':[('act_remind_user','=',True)]}" />
  78                                     <separator colspan="4" string="Special Keywords to be Used in the Body"/>
  79                                     <label align="0.0" string="%%(object_id)s = Object ID" colspan="2"/>
  80                                     <label align="0.0" string="%%(object_subject)s = Object subject" colspan="2"/>
  81                                     <label align="0.0" string="%%(object_description)s = Object description" colspan="2"/>
  82                                     <label align="0.0" string="%%(object_date)s = Creation date" colspan="2"/>
  83                                     <label align="0.0" string="%%(partner)s = Partner name" colspan="2"/>
  84                                     <label align="0.0" string="%%(partner_email)s = Partner Email" colspan="2"/>
  85                                     <label align="0.0" string="%%(object_user)s = Responsible name" colspan="2"/>
  86                                     <label align="0.0" string="%%(object_user_email)s = Responsible Email" colspan="2"/>
  87                                     <label align="0.0" string="%%(object_user_phone)s = Responsible phone" colspan="2"/>
  88                                 </group>
  89                             </page>
  90                         </notebook>
  91                     </sheet>
  92                 </form>
  93             </field>
  94            </record>
  95
  96 <!-- Action Rule Tree View -->
  97
  98            <record id="view_base_action_rule_tree" model="ir.ui.view">
  99                <field name="name">base.action.rule.tree</field>
 100             <field name="model">base.action.rule</field>
 101             <field name="type">tree</field>
 102             <field name="arch" type="xml">
 103                 <tree string="Action Rule">
 104                     <field name="sequence"/>
 105                     <field name="name" colspan="4"/>
 106                     <field name="filter_id"/>
 107                 </tree>
 108             </field>
 109            </record>
 110
 111 <!-- Action Rule Action -->
 112
 113            <record id="base_action_rule_act" model="ir.actions.act_window">
 114             <field name="name">Automated Actions</field>
 115             <field name="res_model">base.action.rule</field>
 116             <field name="view_type">form</field>
 117             <field name="view_mode">tree,form</field>
 118             <field name="view_id" ref="view_base_action_rule_tree"/>
 119             <field name="help">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.</field>
 120         </record>
 121
 122            <menuitem id="menu_base_action_rule_form"
 123                parent="base.menu_base_action_rule_admin" action="base_action_rule_act" sequence="1"/>
 124
 125
 126     </data>
 127 </openerp>