addons/crm/process/crm_configuration_process.xml

   1 <?xml version="1.0" encoding="utf-8"?>
   2 <openerp>
   3     <data>
   4
   5         <!--
   6             Process
   7         -->
   8
   9         <record id="process_process_contractprocess0" model="process.process">
  10             <field eval="1" name="active"/>
  11             <field eval="&quot;&quot;&quot;Contract&quot;&quot;&quot;" name="name"/>
  12         </record>
  13
  14         <!--
  15             Process Node
  16         -->
  17
  18         <record id="process_node_leads0" model="process.node">
  19             <field eval="&quot;&quot;&quot;state&quot;&quot;&quot;" name="kind"/>
  20             <field eval="&quot;&quot;&quot;Leads&quot;&quot;&quot;" name="name"/>
  21             <field eval="&quot;&quot;&quot;Very first contact with new prospect&quot;&quot;&quot;" name="note"/>
  22             <field name="process_id" ref="process_process_contractprocess0"/>
  23             <field eval="&quot;&quot;&quot;object.state in ('draft', 'open', 'pending', 'done', 'cancel')&quot;&quot;&quot;" name="model_states"/>
  24             <field eval="1" name="flow_start"/>
  25         </record>
  26
  27         <record id="process_node_partner0" model="process.node">
  28             <field name="menu_id" ref="base.menu_partner_form"/>
  29             <field name="model_id" ref="base.model_res_partner"/>
  30             <field eval="&quot;&quot;&quot;state&quot;&quot;&quot;" name="kind"/>
  31             <field eval="&quot;&quot;&quot;Partner&quot;&quot;&quot;" name="name"/>
  32             <field eval="&quot;&quot;&quot;Convert to prospect to business partner&quot;&quot;&quot;" name="note"/>
  33             <field name="process_id" ref="process_process_contractprocess0"/>
  34             <field eval="0" name="flow_start"/>
  35         </record>
  36
  37         <record id="process_node_opportunities0" model="process.node">
  38             <field eval="&quot;&quot;&quot;state&quot;&quot;&quot;" name="kind"/>
  39             <field eval="&quot;&quot;&quot;Opportunities&quot;&quot;&quot;" name="name"/>
  40             <field eval="&quot;&quot;&quot;When a real project/opportunity is detected&quot;&quot;&quot;" name="note"/>
  41             <field name="process_id" ref="process_process_contractprocess0"/>
  42             <field eval="&quot;&quot;&quot;object.state in ('draft', 'open', 'pending', 'done', 'cancel')&quot;&quot;&quot;" name="model_states"/>
  43             <field eval="0" name="flow_start"/>
  44         </record>
  45
  46         <record id="process_node_meeting0" model="process.node">
  47             <field eval="&quot;&quot;&quot;state&quot;&quot;&quot;" name="kind"/>
  48             <field eval="&quot;&quot;&quot;Meeting&quot;&quot;&quot;" name="name"/>
  49             <field eval="&quot;&quot;&quot;Schedule a normal or phone meeting&quot;&quot;&quot;" name="note"/>
  50             <field name="process_id" ref="process_process_contractprocess0"/>
  51             <field eval="&quot;&quot;&quot;object.state in ('draft', 'open', 'pending', 'done', 'cancel')&quot;&quot;&quot;" name="model_states"/>
  52             <field eval="0" name="flow_start"/>
  53         </record>
  54
  55         <!--
  56             Process Transition
  57         -->
  58
  59         <record id="process_transition_leadopportunity0" model="process.transition">
  60             <field eval="[(6,0,[])]" name="transition_ids"/>
  61             <field eval="&quot;&quot;&quot;Prospect Opportunity&quot;&quot;&quot;" name="name"/>
  62             <field eval="&quot;&quot;&quot;Creating business opportunities from Leads&quot;&quot;&quot;" name="note"/>
  63             <field model="process.node" name="target_node_id" ref="process_node_opportunities0"/>
  64             <field model="process.node" name="source_node_id" ref="process_node_leads0"/>
  65         </record>
  66
  67         <record id="process_transition_leadpartner0" model="process.transition">
  68             <field eval="[(6,0,[])]" name="transition_ids"/>
  69             <field eval="&quot;&quot;&quot;Prospect Partner&quot;&quot;&quot;" name="name"/>
  70             <field eval="&quot;&quot;&quot;Prospect is converting to business partner&quot;&quot;&quot;" name="note"/>
  71             <field model="process.node" name="target_node_id" ref="process_node_partner0"/>
  72             <field model="process.node" name="source_node_id" ref="process_node_leads0"/>
  73         </record>
  74
  75         <record id="process_transition_opportunitymeeting0" model="process.transition">
  76             <field eval="[(6,0,[])]" name="transition_ids"/>
  77             <field eval="&quot;&quot;&quot;Opportunity Meeting&quot;&quot;&quot;" name="name"/>
  78             <field eval="&quot;&quot;&quot;Normal or phone meeting for opportunity&quot;&quot;&quot;" name="note"/>
  79             <field model="process.node" name="target_node_id" ref="process_node_meeting0"/>
  80             <field model="process.node" name="source_node_id" ref="process_node_opportunities0"/>
  81         </record>
  82
  83     </data>
  84 </openerp>