Automating Record Creation in Odoo for Beginners: Harnessing the Power of Automated Actions
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- Опубликовано: 6 сен 2024
- Welcome to our latest tutorial where we delve further into the realm of Odoo automation! In this video, we'll guide you through the process of setting up an automated action in Odoo to streamline your workflow and save precious time. Specifically, we'll focus on creating a new record effortlessly using automated actions.
You may remember, in my previous video that we talked about the basic create option in automated actions and that I said it was pretty limited. Well, this is not that process!
You can assign values to any field you want and create a record in any model you want!
By the end of this video, you'll have a comprehensive understanding of how to harness the power of the create method in conjunction with automated actions in Odoo to create new records seamlessly. Join us on this journey to optimize your Odoo experience and revolutionize your workflow!
Don't forget to like, share, and subscribe for more Odoo tutorials and tips to enhance your business operations. Let's dive in and unlock the full potential of Odoo automation together!
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#odoo #erp #automation #erpsoftware #python #tutorial #creation
Powerful technique, thank you!
You’re welcome!
Great work! Your videos make the implementation of Odoo much easier. I filled the form on your website, to get in touch for specific questions I want you to ask, but I think your website form is broken.
Got a question appropriate to the video: I tried to set the assignee of a task equal to the sales man in the sales order using python, but its not working, you got any idea, how this python script should look like? Thanks!
Thank you! I'll have to check on the form. Need to finish off the website properly. So is this a project task or an activity you're wanting to assign and is this based on sales order? If so, you'd want to point to team_id.user_id.id
Yes plz create in one2many fields tutorial pleeeeease
Thanks for responding! Would you have an example you'd like me to run through?
Great video yet again, find myself checking up on your channel almost every day to see new tips and tricks!
I have two use cases that Python Code could be very helpful for if possible: I want to add a delivery date field on the Sales Order Lines that is then shown on all related MOs (Parent and subsequent children), then any changes on the Sales Order Line updates the MOs
I also want to be able to create products from the Project app, but I will try the code (with modifications) you've provided for this scenario
Both of these sound quite doable! Please let me know if you get stuck. Are you wanting to create a product based on certain criteria in the project?
Great and powerful info, thanks
Sure hope it helps! Thank you!
Can you do a Python Code that emails certain employee when a Sales Order is confirmed?
Definitely. That would be a super simple automated action.
Hi Again,
Do you happen to know what the code would be for creating a leave allocation (Time Off) when a new employee is added (Employees)?
I have an automated action in the Time Off app already, that adds an activity to any new allocation, but I'm struggling getting the Employees>Time Off to work
Are you wanting to use a template or are you wanting to hard code the creation?
@@odoo-it-yourself I'm looking to hard code the creation, but if it's easier to create using a template, that would be fine too
I know the topic was automation record creation but that was a very helpful python as well!!! As another possible automation. How to insert a note or a message in the chatter of a record.
Definitely could do that! Just showing how to use the create method there, yeah?
@@odoo-it-yourself I suppose it would be a create really but going into a note a message will then contact a follower by their preferred method.
Very cool.
Thanks! Hopefully helps you out.
Super instructive ! I have been reading you on reddit, it's good to see video now. Please continue to share your knowledge :)
As you add python code on your DB, does that trigger maintenance cost from Odoo on top of your saas subcription ?
Thanks for the feedback. I really appreciate it! I believe the code cost is unique to ODOO.sh. ODOO.com and self hosted are safe from it.
My understanding is that work done through Studio is excluded.
Bro please show many to one and one to many and many to many bro..
How to create records in those related fields?
Great and powerful info, thanks
Thank you! Glad it helps!