<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data>
- <menuitem id="menu_base_action_rule" name="Action Rule"
+ <menuitem id="base.menu_base_action_rule" name="Automated Actions"
groups="base.group_extended"
- parent="base.menu_base_config" sequence="0" />
+ parent="base.menu_base_config" sequence="3" />
<!--
Action Rule Form View
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Action Rule">
- <field name="name" select="1"/>
- <field name="active"/>
- <field name="sequence"/>
- <field name="max_level" />
- <field name="domain" colspan="4"/>
+ <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">
<group col="2" colspan="2" name="model">
<separator colspan="4" string="Conditions on Model Fields"/>
- <field name="regex_name" string="Regex on Model Name" colspan="2"/>
+ <field name="regex_name" colspan="2"/>
<field name="trg_user_id"/>
</group>
<group col="2" colspan="2" name="partner">
<group col="2" colspan="2">
<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"/>
+ <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>
</group>
<separator colspan="4" string="Note"/>
- <label align="0.0" string="The rule use a AND operator. The model 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_user_id"/>
<field name="act_state"/>
- <separator colspan="4" string="E-Mail Reminders (includes the content of the object)"/>
- <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>
- <field colspan="4" name="act_email_cc"/>
<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_watchers"/>
- <field colspan="4" name="act_mail_to_email"/>
- <separator colspan="4" string="Mail Body"/>
- <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="%%(object_id)s = Object ID" 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="%%(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_email)s = Responsible Email" colspan="2"/>
<label align="0.0" string="%%(object_user_phone)s = Responsible phone" colspan="2"/>
- <label align="0.0" string="%% = The '%%' Character" colspan="2"/>
</page>
</notebook>
</form>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Action Rule">
- <field name="name" colspan="4"/>
<field name="sequence"/>
- <field name="max_level"/>
- <field name="domain"/>
+ <field name="name" colspan="4"/>
+ <field name="filter_id"/>
</tree>
</field>
</record>
<!-- Action Rule Action -->
<record id="base_action_rule_act" model="ir.actions.act_window">
- <field name="name">Action Rules</field>
+ <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_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_form"
- parent="menu_base_action_rule" action="base_action_rule_act" />
+ parent="base.menu_base_action_rule" action="base_action_rule_act" sequence="1"/>
</data>