addons/crm_configuration/process/crm_configuration_process.xml

   1 <?xml version="1.0" ?>
   2 <openerp>
   3     <data>
   4
   5         <!--
   6             Process
   7         -->
   8
   9         <record id="process_process_contractworkflow0" model="process.process">
  10             <field eval="&quot;&quot;&quot;Contracts flow for services companies.&quot;&quot;&quot;" name="note"/>
  11             <field eval="1" name="active"/>
  12             <field eval="&quot;&quot;&quot;Contract Workflow&quot;&quot;&quot;" name="name"/>
  13         </record>
  14
  15         <!--
  16             Process Node
  17         -->
  18
  19         <record id="process_node_leads0" model="process.node">
  20             <field name="model_id" ref="crm.model_crm_case"/>
  21             <field eval="&quot;&quot;&quot;subflow&quot;&quot;&quot;" name="kind"/>
  22             <field eval="&quot;&quot;&quot;Leads&quot;&quot;&quot;" name="name"/>
  23             <field eval="&quot;&quot;&quot;Premier Contact Leads&quot;&quot;&quot;" name="note"/>
  24             <field name="process_id" ref="process_process_contractworkflow0"/>
  25             <field eval="&quot;&quot;&quot;object.state in ('draft', 'open', 'pending', 'done', 'cancel')&quot;&quot;&quot;" name="model_states"/>
  26             <field eval="1" name="flow_start"/>
  27         </record>
  28
  29         <record id="process_node_opportunities0" model="process.node">
  30             <field name="model_id" ref="crm.model_crm_case"/>
  31             <field eval="&quot;&quot;&quot;subflow&quot;&quot;&quot;" name="kind"/>
  32             <field eval="&quot;&quot;&quot;Opportunities&quot;&quot;&quot;" name="name"/>
  33             <field eval="&quot;&quot;&quot;Business Opportunities&quot;&quot;&quot;" name="note"/>
  34             <field name="process_id" ref="process_process_contractworkflow0"/>
  35             <field eval="&quot;&quot;&quot;object.state in ('draft', 'open', 'pending', 'done', 'cancel')&quot;&quot;&quot;" name="model_states"/>
  36             <field eval="0" name="flow_start"/>
  37         </record>
  38
  39         <record id="process_node_accord0" model="process.node">
  40             <field name="model_id" ref="crm.model_crm_case"/>
  41             <field eval="&quot;&quot;&quot;state&quot;&quot;&quot;" name="kind"/>
  42             <field eval="&quot;&quot;&quot;Accord&quot;&quot;&quot;" name="name"/>
  43             <field eval="&quot;&quot;&quot;Accord Client Contract&quot;&quot;&quot;" name="note"/>
  44             <field name="process_id" ref="process_process_contractworkflow0"/>
  45             <field eval="&quot;&quot;&quot;object.state=='done'&quot;&quot;&quot;" name="model_states"/>
  46             <field eval="0" name="flow_start"/>
  47         </record>
  48
  49         <record id="process_node_contractanalytic0" model="process.node">
  50             <field eval="&quot;&quot;&quot;subflow&quot;&quot;&quot;" name="kind"/>
  51             <field eval="&quot;&quot;&quot;Contract Analytic&quot;&quot;&quot;" name="name"/>
  52             <field eval="&quot;&quot;&quot;Analytic Accounts&quot;&quot;&quot;" name="note"/>
  53             <field name="process_id" ref="process_process_contractworkflow0"/>
  54             <field eval="0" name="flow_start"/>
  55         </record>
  56
  57         <record id="process_node_contractpricelist0" model="process.node">
  58             <field eval="&quot;&quot;&quot;subflow&quot;&quot;&quot;" name="kind"/>
  59             <field eval="&quot;&quot;&quot;Contract Pricelist&quot;&quot;&quot;" name="name"/>
  60             <field eval="&quot;&quot;&quot;Contract Volume (pricelist)&quot;&quot;&quot;" name="note"/>
  61             <field name="process_id" ref="process_process_contractworkflow0"/>
  62             <field eval="0" name="flow_start"/>
  63         </record>
  64
  65         <!--
  66             Process Transition
  67         -->
  68
  69         <record id="process_transition_leadopportunity0" model="process.transition">
  70             <field eval="[(6,0,[])]" name="role_ids"/>
  71             <field eval="[(6,0,[])]" name="transition_ids"/>
  72             <field eval="&quot;&quot;&quot;Lead Opportunity&quot;&quot;&quot;" name="name"/>
  73             <field eval="&quot;&quot;&quot;Creating business opportunities from leads&quot;&quot;&quot;" name="note"/>
  74             <field model="process.node" name="target_node_id" ref="process_node_opportunities0"/>
  75             <field model="process.node" name="source_node_id" ref="process_node_leads0"/>
  76         </record>
  77
  78         <record id="process_transition_opportunitiesaccord0" model="process.transition">
  79             <field eval="[(6,0,[])]" name="role_ids"/>
  80             <field eval="[(6,0,[])]" name="transition_ids"/>
  81             <field eval="&quot;&quot;&quot;Opportunities Accord&quot;&quot;&quot;" name="name"/>
  82             <field eval="&quot;&quot;&quot;When leads are confirmed&quot;&quot;&quot;" name="note"/>
  83             <field model="process.node" name="target_node_id" ref="process_node_accord0"/>
  84             <field model="process.node" name="source_node_id" ref="process_node_opportunities0"/>
  85         </record>
  86
  87         <record id="process_transition_accordanalytic0" model="process.transition">
  88             <field eval="[(6,0,[])]" name="role_ids"/>
  89             <field eval="[(6,0,[])]" name="transition_ids"/>
  90             <field eval="&quot;&quot;&quot;Accord Analytic&quot;&quot;&quot;" name="name"/>
  91             <field eval="&quot;&quot;&quot;Goes into the Analytic&quot;&quot;&quot;" name="note"/>
  92             <field model="process.node" name="target_node_id" ref="process_node_contractanalytic0"/>
  93             <field model="process.node" name="source_node_id" ref="process_node_accord0"/>
  94         </record>
  95
  96         <record id="process_transition_accordpricelist0" model="process.transition">
  97             <field eval="[(6,0,[])]" name="role_ids"/>
  98             <field eval="[(6,0,[])]" name="transition_ids"/>
  99             <field eval="&quot;&quot;&quot;Accord Pricelist&quot;&quot;&quot;" name="name"/>
 100             <field eval="&quot;&quot;&quot;Goes into the Pricelist&quot;&quot;&quot;" name="note"/>
 101             <field model="process.node" name="target_node_id" ref="process_node_contractpricelist0"/>
 102             <field model="process.node" name="source_node_id" ref="process_node_accord0"/>
 103         </record>
 104
 105     </data>
 106 </openerp>