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="3" />
   7
   8         <!--
   9             Action Rule Form View
  10         -->
  11            <record id="view_base_action_rule_form" model="ir.ui.view">
  12                <field name="name">base.action.rule.form</field>
  13             <field name="model">base.action.rule</field>
  14             <field name="type">form</field>
  15             <field name="arch" type="xml">
  16                 <form string="Action Rule">
  17                     <group col="6" colspan="4">
  18                         <field name="name"/>
  19                         <field name="model_id" select="1" on_change="onchange_model_id(model_id)"/>
  20                         <field name="filter_id" />
  21                         <field name="sequence"/>
  22                         <field name="active"/>
  23                     </group>
  24                     <notebook colspan="4">
  25                         <page string="Conditions">
  26                             <group col="2" colspan="2" name="model">
  27                                 <separator colspan="4" string="Conditions on Model Fields"/>
  28                                 <field name="regex_name" colspan="2"/>
  29                                 <field name="trg_user_id"/>
  30                             </group>
  31                             <group col="2" colspan="2" name="partner">
  32                                 <separator colspan="4" string="Conditions on Model Partner"/>
  33                                 <field name="trg_partner_id"/>
  34                                 <field name="trg_partner_categ_id"/>
  35                             </group>
  36                             <group col="2" colspan="2">
  37                                 <separator colspan="4" string="Conditions on States"/>
  38                                 <field name="trg_state_from"/>
  39                                 <field name="trg_state_to"/>
  40                             </group>
  41                             <group col="2" colspan="2">
  42                                 <separator colspan="4" string="Conditions on Timing"/>
  43                                 <field name="trg_date_type"/>
  44                                 <group col="3" colspan="2" attrs="{'invisible': [('trg_date_type', '=', 'none')]}">
  45                                     <field name="trg_date_range" string="Delay After Trigger Date"/>
  46                                     <field name="trg_date_range_type" nolabel="1"/>
  47                                     </group>
  48                             </group>
  49                             <separator colspan="4" string="Note"/>
  50                             <label align="0.0" colspan="4" width="900"
  51                                 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." />
  52                         </page>
  53                         <page string="Actions">
  54                             <separator colspan="4" string="Fields to Change"/>
  55                             <field name="act_user_id"/>
  56                             <field name="act_state"/>
  57                             <separator colspan="4" string="Server Action to be Triggered"/>
  58                             <field name="server_action_id"/>
  59                         </page>
  60                         <page string="Email Actions">
  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                         </page>
  89                     </notebook>
  90                 </form>
  91             </field>
  92            </record>
  93
  94 <!-- Action Rule Tree View -->
  95
  96            <record id="view_base_action_rule_tree" model="ir.ui.view">
  97                <field name="name">base.action.rule.tree</field>
  98             <field name="model">base.action.rule</field>
  99             <field name="type">tree</field>
 100             <field name="arch" type="xml">
 101                 <tree string="Action Rule">
 102                     <field name="sequence"/>
 103                     <field name="name" colspan="4"/>
 104                     <field name="filter_id"/>
 105                 </tree>
 106             </field>
 107            </record>
 108
 109 <!-- Action Rule Action -->
 110
 111            <record id="base_action_rule_act" model="ir.actions.act_window">
 112             <field name="name">Automated Actions</field>
 113             <field name="res_model">base.action.rule</field>
 114             <field name="view_type">form</field>
 115             <field name="view_mode">tree,form</field>
 116             <field name="view_id" ref="view_base_action_rule_tree"/>
 117             <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>
 118         </record>
 119
 120            <menuitem id="menu_base_action_rule_form"
 121                parent="base.menu_base_action_rule" action="base_action_rule_act" sequence="1"/>
 122
 123
 124     </data>
 125 </openerp>