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">[('state','=','draft')]</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="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 ]]
  21 ID: [[object.id ]]
  22 Description: [[object.description]]
  23             </field>
  24         </record>
  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')])]"/>
  34         </record>
  35
  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"/>
  42         </record>
  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})
  51             </field>
  52         </record>
  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')])]"/>
  64         </record>
  65     </data>
  66 </openerp>