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" name="Automated Actions"
   5             groups="base.group_extended"
   6             parent="base.menu_base_config" sequence="20" />
   7         <menuitem id="base.menu_base_action_rule_admin" name="Automated Actions"
   8             groups="base.group_extended"
   9             parent="base.menu_custom" />
  10
  11         <!--
  12             Action Rule Form View
  13         -->
  14            <record id="view_base_action_rule_form" model="ir.ui.view">
  15                <field name="name">base.action.rule.form</field>
  16             <field name="model">base.action.rule</field>
  17             <field name="type">form</field>
  18             <field name="arch" type="xml">
  19                 <form string="Action Rule">
  20                     <group col="6" colspan="4">
  21                         <field name="name"/>
  22                         <field name="model_id" select="1" on_change="onchange_model_id(model_id)"/>
  23                         <field name="filter_id" />
  24                         <field name="sequence"/>
  25                         <field name="active"/>
  26                     </group>
  27                     <notebook colspan="4">
  28                         <page string="Conditions">
  29                             <group col="2" colspan="2" name="model">
  30                                 <separator colspan="4" string="Conditions on Model Fields"/>
  31                                 <field name="regex_name" colspan="2"/>
  32                                 <field name="trg_user_id"/>
  33                             </group>
  34                             <group col="2" colspan="2" name="partner">
  35                                 <separator colspan="4" string="Conditions on Model Partner"/>
  36                                 <field name="trg_partner_id"/>
  37                                 <field name="trg_partner_categ_id"/>
  38                             </group>
  39                             <group col="2" colspan="2">
  40                                 <separator colspan="4" string="Conditions on States"/>
  41                                 <field name="trg_state_from"/>
  42                                 <field name="trg_state_to"/>
  43                             </group>
  44                             <group col="2" colspan="2">
  45                                 <separator colspan="4" string="Conditions on Timing"/>
  46                                 <field name="trg_date_type"/>
  47                                 <group col="3" colspan="2" attrs="{'invisible': [('trg_date_type', '=', 'none')]}">
  48                                     <field name="trg_date_range" string="Delay After Trigger Date"/>
  49                                     <field name="trg_date_range_type" nolabel="1"/>
  50                                 </group>
  51                             </group>
  52                             <separator colspan="4" string="Note"/>
  53                             <label align="0.0" colspan="4" width="900"
  54                                 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." />
  55                         </page>
  56                         <page string="Actions">
  57                             <separator colspan="4" string="Fields to Change"/>
  58                             <field name="act_user_id"/>
  59                             <field name="act_state"/>
  60                             <separator colspan="4" string="Server Action to be Triggered"/>
  61                             <field name="server_action_id"/>
  62                         </page>
  63                         <page string="Email Actions">
  64                                 <separator colspan="4" string="Email Reminders"/>
  65                                 <field name="act_remind_partner"/>
  66                                 <field name="act_remind_attach"/>
  67                                 <field name="act_remind_user"/>
  68                                 <group col="2" colspan="2" attrs="{'invisible': [('act_remind_user','=',False)]}">
  69                                     <field name="act_reply_to" attrs="{'required':[('act_remind_user','=',True)]}"/>
  70                                 </group>
  71                                 <separator colspan="4" string="Email Information"/>
  72                                 <field name="act_email_from" />
  73                                 <field name="act_email_to" />
  74                                 <field name="act_mail_to_user"/>
  75                                 <field colspan="4" name="act_mail_to_email"/>
  76                                 <field name="act_mail_to_watchers"/>
  77                                 <field colspan="4" name="act_email_cc"/>
  78                             <separator colspan="4" string="Email Body"/>
  79                             <field colspan="4" name="act_mail_body" height="250"
  80                                 nolabel="1" attrs="{'required':[('act_remind_user','=',True)]}" />
  81                             <separator colspan="4" string="Special Keywords to Be Used in The Body"/>
  82                             <label align="0.0" string="%%(object_id)s = Object ID" colspan="2"/>
  83                             <label align="0.0" string="%%(object_subject)s = Object subject" colspan="2"/>
  84                             <label align="0.0" string="%%(object_description)s = Object description" colspan="2"/>
  85                             <label align="0.0" string="%%(object_date)s = Creation date" colspan="2"/>
  86                             <label align="0.0" string="%%(partner)s = Partner name" colspan="2"/>
  87                             <label align="0.0" string="%%(partner_email)s = Partner Email" colspan="2"/>
  88                             <label align="0.0" string="%%(object_user)s = Responsible name" colspan="2"/>
  89                             <label align="0.0" string="%%(object_user_email)s = Responsible Email" colspan="2"/>
  90                             <label align="0.0" string="%%(object_user_phone)s = Responsible phone" colspan="2"/>
  91                         </page>
  92                     </notebook>
  93                 </form>
  94             </field>
  95            </record>
  96
  97 <!-- Action Rule Tree View -->
  98
  99            <record id="view_base_action_rule_tree" model="ir.ui.view">
 100                <field name="name">base.action.rule.tree</field>
 101             <field name="model">base.action.rule</field>
 102             <field name="type">tree</field>
 103             <field name="arch" type="xml">
 104                 <tree string="Action Rule">
 105                     <field name="sequence"/>
 106                     <field name="name" colspan="4"/>
 107                     <field name="filter_id"/>
 108                 </tree>
 109             </field>
 110            </record>
 111
 112 <!-- Action Rule Action -->
 113
 114            <record id="base_action_rule_act" model="ir.actions.act_window">
 115             <field name="name">Automated Actions</field>
 116             <field name="res_model">base.action.rule</field>
 117             <field name="view_type">form</field>
 118             <field name="view_mode">tree,form</field>
 119             <field name="view_id" ref="view_base_action_rule_tree"/>
 120             <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>
 121         </record>
 122
 123            <menuitem id="menu_base_action_rule_form"
 124                parent="base.menu_base_action_rule_admin" action="base_action_rule_act" sequence="1"/>
 125
 126
 127     </data>
 128 </openerp>