addons/crm/crm_action_rule_demo.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data noupdate="1">
   4         <!-- demo automated actions add messge on new lead after 5 days -->
   5         <record id="filter_draft_lead" model="ir.filters">
   6             <field name="name">Draft Leads</field>
   7             <field name="model_id">crm.lead</field>
   8             <field name="domain">[('stage_id.sequence', '=', 1)]</field>
   9             <field name="user_id" eval="False"/>
  10         </record>
  11         <record id="action_email_reminder_lead" model="ir.actions.server">
  12             <field name="name">Reminder to User</field>
  13             <field name="model_id" ref="model_crm_lead"/>
  14             <field name="condition">True</field>
  15             <field name="type">ir.actions.server</field>
  16             <field name="state">email</field>
  17             <field name="template_id" ref="email_template_opportunity_reminder_mail"/>
  18         </record>
  19         <record id="rule_set_reminder_lead" model="base.action.rule">
  20             <field name="name">Set Auto Reminder on leads which are not open since 5 days.</field>
  21             <field name="model_id" ref="model_crm_lead"/>
  22             <field name="sequence">1</field>
  23             <field name="kind">on_time</field>
  24             <field name="filter_domain">[('stage_id.sequence', '=', 1)]</field>
  25             <field name="trg_date_id" ref="field_crm_lead_create_date"/>
  26             <field name="trg_date_range">5</field>
  27             <field name="trg_date_range_type">day</field>
  28             <field name="server_action_ids" eval="[(6,0,[ref('action_email_reminder_lead')])]"/>
  29         </record>
  30
  31         <!-- demo automated actions add a followers on urgent USA leads -->
  32         <record id="filter_usa_lead" model="ir.filters">
  33             <field name="name">Leads from USA</field>
  34             <field name="model_id">crm.lead</field>
  35             <field name="domain">[('country_id','=','United States')]</field>
  36             <field name="user_id" eval="False"/>
  37         </record>
  38         <record id="action_set_team_sales_department" model="ir.actions.server">
  39             <field name="name">Set team to Sales Department</field>
  40             <field name="model_id" ref="model_crm_lead"/>
  41             <field name="condition">True</field>
  42             <field name="type">ir.actions.server</field>
  43             <field name="state">code</field>
  44             <field name="code">sales_team = self.pool.get('ir.model.data').get_object(cr, uid, 'sales_team', 'team_sales_department')
  45 object.write({'team_id': sales_team.id})
  46             </field>
  47         </record>
  48         <record id="rule_set_followers_lead" model="base.action.rule">
  49             <field name="name">Set Auto Followers on leads which are urgent and come from USA.</field>
  50             <field name="model_id" ref="model_crm_lead"/>
  51             <field name="sequence">2</field>
  52             <field name="kind">on_create</field>
  53             <field name="filter_id" ref="filter_usa_lead"/>
  54             <field name="act_user_id" ref="base.user_root"/>
  55             <field name="act_followers" eval="[(6,0,[ref('base.res_partner_4'), ref('base.res_partner_5'), ref('base.res_partner_6')])]"/>
  56             <field name="server_action_ids" eval="[(6,0,[ref('action_set_team_sales_department')])]"/>
  57         </record>
  58     </data>
  59 </openerp>