4 <!-- email server actions -->
5 <record id="action_email_reminder_lead" model="ir.actions.server">
6 <field name="name">Reminder to User</field>
7 <field name="model_id" ref="model_crm_lead"/>
8 <field name="condition">True</field>
9 <field name="type">ir.actions.server</field>
10 <field name="state">email</field>
11 <field name="email">object.user_id.email</field>
12 <field name="subject">Reminder on Lead: [[object.id ]] [[object.partner_id and 'of ' +object.partner_id.name or '']]</field>
13 <field name="message">Hello [[object.user_id.name]],
14 can you check following lead, it's not open since 5 days ?
19 [[object.description]]
25 <record id="action_email_reminder_customer_lead" model="ir.actions.server">
26 <field name="name">Reminder to Customer</field>
27 <field name="model_id" ref="model_crm_lead"/>
28 <field name="condition">True</field>
29 <field name="type">ir.actions.server</field>
30 <field name="state">email</field>
31 <field name="email">object.email_from</field>
32 <field name="subject">Reminder on Lead: [[object.id ]]</field>
33 <field name="message">Hello [[object.partner_id and object.partner_id.name or '']],
34 your following lead is not open since 5 days.
39 [[object.description]]
45 <record id="filter_draft_lead" model="ir.filters">
46 <field name="name">Draft Leads</field>
47 <field name="model_id">crm.lead</field>
48 <field name="domain">[('state','=','draft')]</field>
49 <field name="user_id" eval="False"/>
52 <!-- automated actions -->
53 <record id="rule_set_reminder_lead" model="base.action.rule">
54 <field name="name">Set Auto Reminder on leads which are not open since 5 days.</field>
55 <field name="model_id" ref="model_crm_lead"/>
56 <field name="sequence">1</field>
57 <field name="filter_id" ref="filter_draft_lead"/>
58 <field name="trg_date_type">create</field>
59 <field name="trg_date_range">5</field>
60 <field name="trg_date_range_type">day</field>
61 <field name="server_action_ids" eval="[(6,0,[ref('action_email_reminder_customer_lead'), ref('action_email_reminder_lead')])]"/>
64 <record id="filter_usa_lead" model="ir.filters">
65 <field name="name">Leads from USA</field>
66 <field name="model_id">crm.lead</field>
67 <field name="domain">[('country_id','=','United States')]</field>
68 <field name="user_id" eval="False"/>
71 <record id="rule_set_followers_lead" model="base.action.rule">
72 <field name="name">Set Auto Followers on leads which are urgent and come from USA.</field>
73 <field name="model_id" ref="model_crm_lead"/>
74 <field name="sequence">2</field>
75 <field name="regex_name">urgent.*</field>
76 <field name="filter_id" ref="filter_usa_lead"/>
77 <field name="act_followers" eval="[(6,0,[ref('base.res_partner_4'), ref('base.res_partner_5'), ref('base.res_partner_6')])]"/>
78 <field name="act_user_id" ref="base.user_root"/>
79 <field name="act_section_id" ref="section_sales_department"/>
80 <field name="trg_date_type">create</field>
81 <field name="trg_date_range">0</field>
82 <field name="trg_date_range_type">minutes</field>