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         <!-- Action Rule Form View -->
   8         <record id="view_base_action_rule_form" model="ir.ui.view">
   9             <field name="name">base.action.rule.form</field>
  10             <field name="model">base.action.rule</field>
  11             <field name="arch" type="xml">
  12                 <form string="Action Rule" version="7.0">
  13                     <sheet>
  14                         <label for="name" class="oe_edit_only"/>
  15                         <h1><field name="name"/></h1>
  16                         <group>
  17                             <group>
  18                                 <field name="model_id" on_change="onchange_model_id(model_id, context)"/>
  19                                 <field name="model" invisible="1"/>
  20                             </group>
  21                             <group>
  22                                 <field name="active"/>
  23                                 <field name="sequence"/>
  24                             </group>
  25                         </group>
  26                         <notebook>
  27                             <page string="Conditions">
  28                                 <group>
  29                                     <field name="kind" required="1"
  30                                         on_change="onchange_kind(kind)"/>
  31                                     <field name="filter_pre_id"
  32                                         domain="[('model_id','=',model), ('user_id', '=', False)]"
  33                                         context="{'default_model_id': model}"
  34                                         attrs="{'invisible': [('kind', '!=', 'on_write')]}"/>
  35                                     <field name="filter_id"
  36                                         domain="[('model_id','=',model), ('user_id', '=', False)]"
  37                                         context="{'default_model_id': model}"/>
  38                                     <field name="trg_date_id"
  39                                         attrs="{'invisible': [('kind', '!=', 'on_time')], 'required': [('kind', '=', 'on_time')]}"/>
  40                                     <label for="trg_date_range" string="Delay After Trigger Date"
  41                                         attrs="{'invisible': [('trg_date_id','=',False)]}"/>
  42                                     <div attrs="{'invisible': [('trg_date_id','=',False)]}">
  43                                         <field name="trg_date_range" class="oe_inline"/>
  44                                         <field name="trg_date_range_type" class="oe_inline" attrs="{'required': [('trg_date_id','!=',False)]}"/>
  45                                     </div>
  46                                 </group>
  47                                 <p>
  48                                     Select when the action must be run, and add filters and/or timing conditions.
  49                                     <br/>
  50                                     In order to create a new filter:
  51                                     <ul>
  52                                         <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>
  53                                         <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>
  54                                     </ul>
  55                                     The filter must therefore be available in this page.
  56                                 </p>
  57                             </page>
  58                             <page string="Actions">
  59                                 <group name="action_field" col="4" string="Fields to Change">
  60                                     <field name="act_user_id"/>
  61                                     <field name="act_followers" widget="many2many_tags"/>
  62                                 </group>
  63                                 <group name="action_server" string="Server actions to run">
  64                                     <field name="server_action_ids" domain="[('model_id','=', model_id)]" nolabel="1" context="{'default_model_id': model_id}">
  65                                         <tree string="Server Actions">
  66                                             <field name="sequence"/>
  67                                             <field name="name"/>
  68                                             <field name="state"/>
  69                                         </tree>
  70                                     </field>
  71                                 </group>
  72                            </page>
  73                        </notebook>
  74                     </sheet>
  75                 </form>
  76             </field>
  77         </record>
  78
  79         <!-- Action Rule Tree View -->
  80         <record id="view_base_action_rule_tree" model="ir.ui.view">
  81             <field name="name">base.action.rule.tree</field>
  82             <field name="model">base.action.rule</field>
  83             <field name="arch" type="xml">
  84                 <tree string="Action Rule">
  85                     <field name="sequence"/>
  86                     <field name="name"/>
  87                     <field name="kind"/>
  88                     <field name="filter_id"/>
  89                 </tree>
  90             </field>
  91         </record>
  92
  93         <!-- Action Rule Action -->
  94         <record id="base_action_rule_act" model="ir.actions.act_window">
  95             <field name="name">Automated Actions</field>
  96             <field name="res_model">base.action.rule</field>
  97             <field name="view_type">form</field>
  98             <field name="view_mode">tree,form</field>
  99             <field name="view_id" ref="view_base_action_rule_tree"/>
 100             <field name="help" type="html">
 101               <p class="oe_view_nocontent_create">
 102                 Click to setup a new automated action rule.
 103               </p><p>
 104                 Use automated actions to automatically trigger actions for
 105                 various screens. Example: a lead created by a specific user may
 106                 be automatically set to a specific sales team, or an
 107                 opportunity which still has status pending after 14 days might
 108                 trigger an automatic reminder email.
 109               </p>
 110             </field>
 111         </record>
 112
 113         <menuitem id="menu_base_action_rule_form"
 114             parent="base.menu_base_action_rule_admin" action="base_action_rule_act" sequence="1"/>
 115
 116     </data>
 117 </openerp>