addons/crm/crm_action_rule_demo.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data noupdate="1">
   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 ?
  15
  16 Lead: [[object.id ]]
  17 Description:
  18
  19     [[object.description]]
  20
  21 Thanks,
  22             </field>
  23         </record>
  24
  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.
  35
  36 Lead: [[object.id ]]
  37 Description:
  38
  39     [[object.description]]
  40
  41 Thanks,
  42             </field>
  43         </record>
  44
  45         <record id="filter_draft_lead" model="ir.filters">
  46             <field name="name">Filter on leads which are draft.</field>
  47             <field name="model_id">crm.lead</field>
  48             <field name="domain">[('state','=','draft')]</field>
  49             <field name="user_id" eval="False"/>
  50         </record>
  51
  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')])]"/>
  62         </record>
  63
  64         <record id="filter_usa_lead" model="ir.filters">
  65             <field name="name">Filter on leads which come 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"/>
  69         </record>
  70
  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>
  83         </record>
  84     </data>
  85 </openerp>