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">[('state','=','draft')]</field>
9 <field name="user_id" eval="False"/>
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="email">object.user_id.email</field>
18 <field name="subject">Reminder on Lead: [[object.id ]] [[object.partner_id and 'of ' +object.partner_id.name or '']]</field>
19 <field name="message">Warning unprocessed incoming lead is more than 5 day old.
20 Name: [[object.name ]]
22 Description: [[object.description]]
25 <record id="rule_set_reminder_lead" model="base.action.rule">
26 <field name="name">Set Auto Reminder on leads which are not open since 5 days.</field>
27 <field name="model_id" ref="model_crm_lead"/>
28 <field name="sequence">1</field>
29 <field name="filter_id" ref="filter_draft_lead"/>
30 <field name="trg_date_id" ref="field_crm_lead_create_date"/>
31 <field name="trg_date_range">5</field>
32 <field name="trg_date_range_type">day</field>
33 <field name="server_action_ids" eval="[(6,0,[ref('action_email_reminder_lead')])]"/>
36 <!-- demo automated actions add a followers on urgent USA leads -->
37 <record id="filter_usa_lead" model="ir.filters">
38 <field name="name">Leads from USA</field>
39 <field name="model_id">crm.lead</field>
40 <field name="domain">[('country_id','=','United States')]</field>
41 <field name="user_id" eval="False"/>
43 <record id="action_set_team_sales_department" model="ir.actions.server">
44 <field name="name">Set team to Sales Department</field>
45 <field name="model_id" ref="model_crm_lead"/>
46 <field name="condition">True</field>
47 <field name="type">ir.actions.server</field>
48 <field name="state">code</field>
49 <field name="code">sales_team = self.pool.get('ir.model.data').get_object(cr, uid, 'crm', 'section_sales_department')
50 object.write({'section_id': sales_team.id})
53 <record id="rule_set_followers_lead" model="base.action.rule">
54 <field name="name">Set Auto Followers on leads which are urgent and come from USA.</field>
55 <field name="model_id" ref="model_crm_lead"/>
56 <field name="sequence">2</field>
57 <field name="filter_id" ref="filter_usa_lead"/>
58 <field name="act_followers" eval="[(6,0,[ref('base.res_partner_4'), ref('base.res_partner_5'), ref('base.res_partner_6')])]"/>
59 <field name="act_user_id" ref="base.user_root"/>
60 <field name="trg_date_id" ref="field_crm_lead_create_date"/>
61 <field name="trg_date_range">0</field>
62 <field name="trg_date_range_type">minutes</field>
63 <field name="server_action_ids" eval="[(6,0,[ref('action_set_team_sales_department')])]"/>