Скачать или смотреть Odoo Automation: How to Configure Automation Rules in Odoo

Automation is fundamental for optimizing business workflows. It reduces repetitive tasks, limits manual errors, and ensures processes run smoothly.

Odoo includes two primary types of automation:

1. Automation Rules (Event-Based)
These are triggered when a specific event occurs, such as:
• When a Sales Order is confirmed
• When a record’s status changes

No coding is required, they are configured entirely through the interface. Ideal for users with functional knowledge of Odoo.

2. Scheduled Actions (Time-Based)
These actions are executed at predefined intervals (daily, weekly, monthly, etc.).

They typically involve Python code and are used for tasks like:
• Fetching emails
• Cleaning up old records
• Sending periodic reports

🚀 Automation Rules in Odoo

1. Create Automation Rule

• Go to Settings / Technical / Automation / Automation Rules (Developer Mode required).
(If the option isn’t visible, check whether the "Automation Rules" module is installed.)

• Click New, add a name for the rule, and select the applicable model (e.g., Sales Order, Invoice).

💡 Tip: Not sure of the model name?
Open a record from the model, then click on the Developer Tools menu; the model name will be displayed under the Interface section.

2. Define Conditions

• Trigger:
Specify when the rule should run (e.g., when status changes to "Sales Order").

• Before Update Domain (optional):
Set conditions based on the record's values before the trigger occurs.
Example: Consider only orders that had the state "Quotation" before changing to "Sales Order".

• Apply On:
Set conditions applied after the trigger occurs.
Example: Filter records where the state is "Sales Order."

3. Specify Actions

Define what the system should do when the conditions are met. Available options include:
• Update Record
• Create Activity
• Send Email
• Send SMS
• Add/Remove Followers
• Create Records
• Execute Code
• Send Webhook Notification
• Multi Actions

🧩 Practical Use Case

Scenario:
Company policy requires that a Sales Manager review any website order over $10,000.

Automation Rule Configuration:
• Model: Sales Order
• Trigger: Status changes to Sales Order
• Before Update Domain: Status ≠ Quotation Sent
• Apply On:
• Status = Sales Order
• Sales Team = Website
• Total ≥ 10,000
• Action: Create an Activity assigned to the Sales Manager.

Result:
Every time such an order is confirmed, the system automatically creates an activity for review, ensuring compliance without manual tracking.

📋 Summary
For teams aiming to optimize processes, Odoo’s built-in automation features offer a practical and accessible solution without the need for advanced technical knowledge.

📌 Discover More Odoo Tips & Tutorials at https://odoomastery.com/

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