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Learn how to effectively send emails in Odoo 14 using recordsets and templates. Discover how to pass data into your email rendering for dynamic content.
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This video is based on the question https://stackoverflow.com/q/71559930/ asked by the user 'Steff' ( https://stackoverflow.com/u/3223117/ ) and on the answer https://stackoverflow.com/a/71561235/ provided by the user 'CZoellner' ( https://stackoverflow.com/u/3146213/ ) at 'Stack Overflow' website. Thanks to these great users and Stackexchange community for their contributions.

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How to Send an Email in Odoo 14 Using Code and Recordsets

In the world of business management software, Odoo is known for its flexibility and extensive features. One common requirement that many users face is the ability to automate email notifications based on certain conditions or records. For instance, you might want to send an email regarding the status of open tasks. This guide will delve into how to effectively send an email in Odoo 14 while utilizing recordsets and templates.

The Problem

When attempting to send an email using Odoo's email templates, you may find yourself limited to accessing only the current record via the $object variable. However, you might want to pass an entire recordset to the template, allowing you to loop through multiple records and include dynamic content. This is especially useful when you need to inform users about the status of several tasks in a single email.

The Solution

The good news is that you can easily achieve this by using the context to "transport" your recordset data into the email rendering process. This solution allows you to loop through your recordset and present relevant information in a clean and organized manner. Let’s break down the steps involved.

Step 1: Sending the Email with Context

To send an email using Odoo’s framework, you first need to retrieve your mail template. After that, you can call the send_mail method while passing your recordset via the context. Here’s how to do it:

[[See Video to Reveal this Text or Code Snippet]]

In this code snippet:

my_recordset is the variable containing your filtered records.

self.id represents the ID of the current record you are processing.

Step 2: Modifying the Mail Template

Once you have passed the recordset into the context, you need to adjust your mail template to handle this new data. Inside your email template, you can access the context and loop through the records as shown below:

[[See Video to Reveal this Text or Code Snippet]]

In this HTML structure:

ctx.get('my_recordset', []) retrieves the recordset you've provided in the context.

You can replace my_attribute with the actual field name you wish to display for each record.

Additional Tips

Ensure your template is properly designed for email formatting to ensure readability.

Testing is key! Make sure to test your email sending functionality in a development environment before deploying in production.

Conclusion

By utilizing the context in Odoo 14, you can seamlessly send emails with dynamic content derived from recordsets, making your notifications informative and engaging. This method not only saves time but ensures that recipients are kept in the loop regarding multiple tasks or records in a single correspondence.

Now you’re well-equipped to implement this solution in your Odoo setup! Happy coding!