'active': fields.boolean('Active'),
'sequence': fields.integer('Sequence'),
- 'trg_state_from': fields.selection([('',''),('escalate','Escalate')]+AVAILABLE_STATES, 'Case state from', size=16),
- 'trg_state_to': fields.selection([('',''),('escalate','Escalate')]+AVAILABLE_STATES, 'Case state to', size=16),
+ 'trg_state_from': fields.selection([('',''),('escalate','Escalate')]+AVAILABLE_STATES, 'Case State', size=16),
+ 'trg_state_to': fields.selection([('',''),('escalate','Escalate')]+AVAILABLE_STATES, 'Button Pressed', size=16),
'trg_date_type': fields.selection([
('none','None'),
'trg_partner_id': fields.many2one('res.partner', 'Partner'),
'trg_partner_categ_id': fields.many2one('res.partner.category', 'Partner Category'),
- 'trg_priority_from': fields.selection([('','')] + AVAILABLE_PRIORITIES, 'Priority min'),
- 'trg_priority_to': fields.selection([('','')] + AVAILABLE_PRIORITIES, 'Priority max'),
+ 'trg_priority_from': fields.selection([('','')] + AVAILABLE_PRIORITIES, 'Minimum Priority'),
+ 'trg_priority_to': fields.selection([('','')] + AVAILABLE_PRIORITIES, 'Maximim Priority'),
'act_method': fields.char('Call Object Method', size=64),
'act_state': fields.selection([('','')]+AVAILABLE_STATES, 'Set state to', size=16),
'act_section_id': fields.many2one('crm.case.section', 'Set section to'),
'act_user_id': fields.many2one('res.users', 'Set responsible to'),
'act_priority': fields.selection([('','')] + AVAILABLE_PRIORITIES, 'Set priority to'),
- 'act_email_cc': fields.char('Add watchers (Cc)', size=250),
+ 'act_email_cc': fields.char('Add watchers (Cc)', size=250, help="These people will receive a copy of the futur communication between partner and users by email"),
- 'act_remind_partner': fields.boolean('Remind partner'),
- 'act_remind_user': fields.boolean('Remind responsible'),
- 'act_remind_attach': fields.boolean('Remind with attachment'),
+ 'act_remind_partner': fields.boolean('Remind Partner', help="Check this if you want the rule to send a reminder by email to the partner."),
+ 'act_remind_user': fields.boolean('Remind responsible', help="Check this if you want the rule to send a reminder by email to the user."),
+ 'act_remind_attach': fields.boolean('Remind with attachment', help="Check this if you want that all documents attached to the case be attached to the reminder email sent."),
'act_mail_to_user': fields.boolean('Mail to responsible'),
'act_mail_to_partner': fields.boolean('Mail to partner'),
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Case Rule">
- <notebook>
- <page string="Rule Information">
- <separator colspan="4" string="General Information"/>
- <field name="name" select="1"/>
- <field name="active" select="2"/>
-
- <separator colspan="4" string="Criterions to be checked"/>
+ <field name="name" select="1"/>
+ <field name="active" select="2"/>
+ <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="trg_section_id" select="1"/>
<field name="trg_categ_id"/>
<field name="trg_user_id" select="2"/>
-
- <newline/>
- <field name="trg_priority_from"/>
- <field name="trg_priority_to"/>
-
+ <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>
+ <separator colspan="4" string="Note"/>
+ <label string="The case must match all non empty fields so that the rule trigger the action described in the 'Actions' tab." colspan="4"/>
+ </page>
+ <page string="Actions">
- <separator colspan="4" string="Actions to execute"/>
+ <separator colspan="4" string="Fields to Change"/>
<field name="act_state"/>
<field name="act_section_id"/>
<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 name="act_method" colspan="4" readonly="1"/>
-->
-
</page>
- <page string="E-Mail Information">
- <separator colspan="4" string="Email to send"/>
+ <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"/>
- <group col="2" colspan="4" string="Special Keywords">
- <label align="0.0" string="%%(case_id)s = Case ID"/>
- <label align="0.0" string="%%(case_subject)s = Case subject"/>
- <label align="0.0" string="%%(case_date)s = Creation date"/>
- <label align="0.0" string="%%(email_from)s = Partner email"/>
- <label align="0.0" string="%%(partner)s = Partner name"/>
- <label align="0.0" string="%%(partner_email)s = Partner email"/>
- <label align="0.0" string="%%(case_user)s = Responsible name"/>
- <label align="0.0" string="%%(case_user_email)s = Responsible email"/>
- <label align="0.0" string="%%(case_user_phone)s = Responsible phone"/>
- </group>
+
+ <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_date)s = Creation date" colspan="2"/>
+ <label align="0.0" string="%%(email_from)s = Partner email" 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"/>
</page>
</notebook>
</form>