addons/sale_crm/process/sale_crm_process.xml

   1 <?xml version="1.0" ?>
   2 <openerp>
   3         <data>
   4
   5                 <!--
   6                         Process Node
   7                 -->
   8
   9                 <record id="process_node_crmquotation0" model="process.node">
  10                         <field name="menu_id" ref="sale.menu_action_order_tree10"/>
  11             <field name="model_id" ref="sale.model_sale_order"/>
  12                         <field eval="&quot;&quot;&quot;state&quot;&quot;&quot;" name="kind"/>
  13                         <field eval="&quot;&quot;&quot;Quotation&quot;&quot;&quot;" name="name"/>
  14                         <field eval="&quot;&quot;&quot;Convert opportunity to quotation&quot;&quot;&quot;" name="note"/>
  15                         <field name="process_id" ref="crm_configuration.process_process_contractworkflow0"/>
  16                         <field eval="&quot;&quot;&quot;object.state in ('draft', 'open', 'pending', 'done', 'cancel')&quot;&quot;&quot;" name="model_states"/>
  17                         <field eval="0" name="flow_start"/>
  18                 </record>
  19
  20                 <record id="process_node_crmopportunity0" model="process.node">
  21                         <field name="menu_id" ref="crm_configuration.menu_crm_case_categ0_act_oppor11"/>
  22                         <field name="model_id" ref="crm.model_crm_case"/>
  23                         <field eval="&quot;&quot;&quot;state&quot;&quot;&quot;" name="kind"/>
  24                         <field eval="&quot;&quot;&quot;CRM Opportunity&quot;&quot;&quot;" name="name"/>
  25                         <field eval="&quot;&quot;&quot;The CRM Opportunity can lead to a quotation.&quot;&quot;&quot;" name="note"/>
  26                         <field name="process_id" ref="sale.process_process_salesworkflow0"/>
  27                         <field eval="&quot;&quot;&quot;object.state in ('draft', 'open', 'pending', 'done', 'cancel')&quot;&quot;&quot;" name="model_states"/>
  28                         <field eval="1" name="flow_start"/>
  29                 </record>
  30
  31                 <!--
  32                         Process Transition
  33                 -->
  34
  35                 <record id="process_transition_crmopportunityquotation" model="process.transition">
  36                         <field eval="[(6,0,[])]" name="role_ids"/>
  37                         <field eval="[(6,0,[])]" name="transition_ids"/>
  38                         <field eval="&quot;&quot;&quot;Crm opportunity quotation&quot;&quot;&quot;" name="name"/>
  39                         <field eval="&quot;&quot;&quot;Opportunity goes into the quotation&quot;&quot;&quot;" name="note"/>
  40                         <field model="process.node" name="target_node_id" ref="sale.process_node_quotation0"/>
  41                         <field model="process.node" name="source_node_id" ref="process_node_crmopportunity0"/>
  42                 </record>
  43
  44
  45                 <record id="process_transition_opportunityquotation0" model="process.transition">
  46                         <field eval="[(6,0,[])]" name="role_ids"/>
  47                         <field eval="[(6,0,[])]" name="transition_ids"/>
  48                         <field eval="&quot;&quot;&quot;Opportunity Quotation&quot;&quot;&quot;" name="name"/>
  49                         <field eval="&quot;&quot;&quot;Opportunity convert into quotation&quot;&quot;&quot;" name="note"/>
  50                         <field model="process.node" name="target_node_id" ref="process_node_crmquotation0"/>
  51                         <field model="process.node" name="source_node_id" ref="crm_configuration.process_node_opportunities0"/>
  52                 </record>
  53
  54
  55         </data>
  56 </openerp>