<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data>
- <menuitem id="menu_base_action_rule" name="Action Rule" parent="base.menu_base_config" sequence="0"/>
-
- <!--
- Action Rule
- -->
- <record id="view_base_action_rule_form" model="ir.ui.view">
- <field name="name">base.action.rule.form</field>
+ <menuitem id="base.menu_base_action_rule" name="Automated Actions"
+ groups="base.group_extended"
+ parent="base.menu_base_config" sequence="20" />
+ <menuitem id="base.menu_base_action_rule_admin" name="Automated Actions"
+ groups="base.group_extended"
+ parent="base.menu_custom" />
+
+ <!--
+ Action Rule Form View
+ -->
+ <record id="view_base_action_rule_form" model="ir.ui.view">
+ <field name="name">base.action.rule.form</field>
<field name="model">base.action.rule</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Action Rule">
- <field name="name" select="1"/>
- <field name="max_level" select="1"/>
- <field name="rule_lines" colspan="4"/>
- </form>
- </field>
- </record>
-
- <record id="view_base_action_rule_tree" model="ir.ui.view">
- <field name="name">base.action.rule.tree</field>
- <field name="model">base.action.rule</field>
- <field name="type">tree</field>
- <field name="arch" type="xml">
- <tree string="Action Rule">
- <field name="name" select="1"/>
- <field name="max_level" select="1"/>
- <field name="rule_lines"/>
- </tree>
- </field>
- </record>
-
- <record id="base_action_rule_act" model="ir.actions.act_window">
- <field name="name">Action Rules</field>
- <field name="res_model">base.action.rule</field>
- <field name="view_type">form</field>
- <field name="view_mode">tree,form</field>
- <field name="view_id" ref="view_base_action_rule_tree"/>
- </record>
- <menuitem id="menu_base_action_rule_form" parent="menu_base_action_rule" action="base_action_rule_act"/>
-
- <!--
- Action Rule Lines
- -->
- <record id="view_base_action_rule_line_form" model="ir.ui.view">
- <field name="name">base.action.rule.line.form</field>
- <field name="model">base.action.rule.line</field>
- <field name="type">form</field>
- <field name="arch" type="xml">
- <form string="Action Rule Line">
- <field name="name" select="1"/>
- <field name="active" select="2"/>
+ <group col="6" colspan="4">
+ <field name="name"/>
+ <field name="model_id" select="1" on_change="onchange_model_id(model_id)"/>
+ <field name="filter_id" />
+ <field name="sequence"/>
+ <field name="active"/>
+ </group>
<notebook colspan="4">
<page string="Conditions">
- <separator colspan="4" string="Conditions on States"/>
- <field name="trg_state_from" select="2"/>
- <field name="trg_state_to" select="2"/>
- <separator colspan="4" string="Conditions on Case Fields"/>
- <field name="regex_name" string="Regex on Case Name" colspan="2"/>
- <field name="trg_user_id" select="2"/>
- <separator colspan="4" string="Conditions on Case Partner"/>
- <field name="trg_partner_id"/>
- <field name="trg_partner_categ_id"/>
- <separator colspan="4" string="Conditions on Priority Range"/>
- <field name="trg_priority_from"/>
- <field name="trg_priority_to"/>
- <separator colspan="4" string="Conditions on Timing"/>
- <field name="trg_date_type"/>
- <label align="1.0" string="Delay After Trigger Date:"/>
- <group col="2" colspan="1">
- <field name="trg_date_range" nolabel="1"/>
- <field name="trg_date_range_type" nolabel="1"/>
+ <group col="2" colspan="2" name="model">
+ <separator colspan="4" string="Conditions on Model Fields"/>
+ <field name="regex_name" colspan="2"/>
+ <field name="trg_user_id"/>
+ </group>
+ <group col="2" colspan="2" name="partner">
+ <separator colspan="4" string="Conditions on Model Partner"/>
+ <field name="trg_partner_id"/>
+ <field name="trg_partner_categ_id"/>
+ </group>
+ <group col="2" colspan="2">
+ <separator colspan="4" string="Conditions on States"/>
+ <field name="trg_state_from"/>
+ <field name="trg_state_to"/>
+ </group>
+ <group col="2" colspan="2">
+ <separator colspan="4" string="Conditions on Timing"/>
+ <field name="trg_date_type"/>
+ <group col="3" colspan="2" attrs="{'invisible': [('trg_date_type', '=', 'none')]}">
+ <field name="trg_date_range" string="Delay After Trigger Date"/>
+ <field name="trg_date_range_type" nolabel="1"/>
+ </group>
</group>
- <separator colspan="4" string="Condition on Communication History"/>
- <field name="regex_history" string="Regex on Communication History"/>
<separator colspan="4" string="Note"/>
- <label align="0.0" string="The rule use a AND operator. The case must match all non empty fields so that the rule execute the action described in the 'Actions' tab." colspan="4"/>
+ <label align="0.0" colspan="4" width="900"
+ string="The rule uses the AND operator. The model must match all non-empty fields so that the rule executes the action described in the 'Actions' tab." />
</page>
<page string="Actions">
<separator colspan="4" string="Fields to Change"/>
- <field name="act_state"/>
<field name="act_user_id"/>
- <field name="act_priority"/>
- <separator colspan="4" string="E-Mail Reminders (includes the content of the case)"/>
- <field name="act_remind_user"/>
- <field name="act_remind_partner"/>
- <field name="act_remind_attach"/>
- <field colspan="4" name="act_email_cc"/>
+ <field name="act_state"/>
<separator colspan="4" string="Server Action to be Triggered"/>
<field name="server_action_id"/>
</page>
- <page string="E-Mail Actions">
- <separator colspan="4" string="Template of Email to Send"/>
- <field name="act_mail_to_user"/>
- <field name="act_mail_to_partner"/>
- <field name="act_mail_to_watchers"/>
- <field colspan="4" name="act_mail_to_email"/>
- <field colspan="4" name="act_mail_body"/>
+ <page string="Email Actions">
+ <separator colspan="4" string="Email Reminders"/>
+ <field name="act_remind_partner"/>
+ <field name="act_remind_attach"/>
+ <field name="act_remind_user"/>
+ <group col="2" colspan="2" attrs="{'invisible': [('act_remind_user','=',False)]}">
+ <field name="act_reply_to" attrs="{'required':[('act_remind_user','=',True)]}"/>
+ </group>
+ <separator colspan="4" string="Email Information"/>
+ <field name="act_email_from" />
+ <field name="act_email_to" />
+ <field name="act_mail_to_user"/>
+ <field colspan="4" name="act_mail_to_email"/>
+ <field name="act_mail_to_watchers"/>
+ <field colspan="4" name="act_email_cc"/>
+ <separator colspan="4" string="Email Body"/>
+ <field colspan="4" name="act_mail_body" height="250"
+ nolabel="1" attrs="{'required':[('act_remind_user','=',True)]}" />
<separator colspan="4" string="Special Keywords to Be Used in The Body"/>
- <label align="0.0" string="%%(case_id)s = Case ID" colspan="2"/>
- <label align="0.0" string="%%(case_subject)s = Case subject" colspan="2"/>
- <label align="0.0" string="%%(case_description)s = Case description" colspan="2"/>
- <label align="0.0" string="%%(case_date)s = Creation date" colspan="2"/>
- <label align="0.0" string="%%(email_from)s = Partner email" colspan="2"/>
+ <label align="0.0" string="%%(object_id)s = Object ID" colspan="2"/>
+ <label align="0.0" string="%%(object_subject)s = Object subject" colspan="2"/>
+ <label align="0.0" string="%%(object_description)s = Object description" colspan="2"/>
+ <label align="0.0" string="%%(object_date)s = Creation date" colspan="2"/>
<label align="0.0" string="%%(partner)s = Partner name" colspan="2"/>
- <label align="0.0" string="%%(partner_email)s = Partner email" colspan="2"/>
- <label align="0.0" string="%%(case_user)s = Responsible name" colspan="2"/>
- <label align="0.0" string="%%(case_user_email)s = Responsible email" colspan="2"/>
- <label align="0.0" string="%%(case_user_phone)s = Responsible phone" colspan="2"/>
- <label align="0.0" string="%% = The '%%' Character" colspan="2"/>
+ <label align="0.0" string="%%(partner_email)s = Partner Email" colspan="2"/>
+ <label align="0.0" string="%%(object_user)s = Responsible name" colspan="2"/>
+ <label align="0.0" string="%%(object_user_email)s = Responsible Email" colspan="2"/>
+ <label align="0.0" string="%%(object_user_phone)s = Responsible phone" colspan="2"/>
</page>
</notebook>
</form>
</field>
- </record>
- <record id="view_base_action_rule_line_tree" model="ir.ui.view">
- <field name="name">base.action.rule.line.tree</field>
- <field name="model">base.action.rule.line</field>
- <field name="type">tree</field>
- <field name="arch" type="xml">
- <tree string="Action Rule Lines">
- <field name="name"/>
- <field name="active"/>
- </tree>
- </field>
- </record>
- <record id="base_action_rule_line_act" model="ir.actions.act_window">
- <field name="name">Action Rule Lines</field>
- <field name="res_model">base.action.rule.line</field>
- <field name="view_type">form</field>
- <field name="view_mode">tree,form</field>
- <field name="view_id" ref="view_base_action_rule_line_tree"/>
- </record>
- <menuitem action="base_action_rule_line_act" id="menu_base_action_rule_line_form" parent="menu_base_action_rule"/>
-
- <!--
- Action Rule History
- -->
- <record id="view_base_action_rule_history_form" model="ir.ui.view">
- <field name="name">base.action.rule.history.form</field>
- <field name="model">base.action.rule.history</field>
- <field name="type">form</field>
- <field name="arch" type="xml">
- <form string="Action Rule History">
- <field name="rule_id" select="1"/>
- <field name="res_id" select="1"/>
- <field name="date_action_last"/>
- <field name="date_action_next"/>
- </form>
- </field>
- </record>
-
- <record id="view_base_action_rule_history_tree" model="ir.ui.view">
- <field name="name">base.action.rule.history.tree</field>
- <field name="model">base.action.rule.history</field>
+ </record>
+
+<!-- Action Rule Tree View -->
+
+ <record id="view_base_action_rule_tree" model="ir.ui.view">
+ <field name="name">base.action.rule.tree</field>
+ <field name="model">base.action.rule</field>
<field name="type">tree</field>
<field name="arch" type="xml">
- <tree string="Action Rule History">
- <field name="rule_id" select="1"/>
- <field name="res_id" select="1"/>
- <field name="date_action_last"/>
- <field name="date_action_next"/>
+ <tree string="Action Rule">
+ <field name="sequence"/>
+ <field name="name" colspan="4"/>
+ <field name="filter_id"/>
</tree>
</field>
- </record>
-
- <record id="base_action_rule_history_act" model="ir.actions.act_window">
- <field name="name">Action Rule History</field>
- <field name="res_model">base.action.rule.history</field>
+ </record>
+
+<!-- Action Rule Action -->
+
+ <record id="base_action_rule_act" model="ir.actions.act_window">
+ <field name="name">Automated Actions</field>
+ <field name="res_model">base.action.rule</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
- <field name="view_id" ref="view_base_action_rule_history_tree"/>
+ <field name="view_id" ref="view_base_action_rule_tree"/>
+ <field name="help">Use automated actions to automatically trigger actions for various screens. Example: a lead created by a specific user may be automatically set to a specific sales team, or an opportunity which still has status pending after 14 days might trigger an automatic reminder email.</field>
</record>
- <menuitem id="menu_base_action_rule_history_form" parent="menu_base_action_rule" action="base_action_rule_history_act"/>
-
+
+ <menuitem id="menu_base_action_rule_form"
+ parent="base.menu_base_action_rule_admin" action="base_action_rule_act" sequence="1"/>
+
+
</data>
-</openerp>
\ No newline at end of file
+</openerp>