Automated Actions

Automated Actions (and their close cousin, Server Actions) are a powerful way to add functionality to Odoo without any programming (or with only a few lines of Python code).

Usage

Automated Actions can be triggered on Creation, Deletion or Update of a database record in the specified Odoo Model (database table).

Available Actions

  1. Update fields on the current model (database table)
    1. Set a fixed value
    2. Derive a new value from other fields
    3. Clear a field
  2. Create new records on another table
  3. Send email
  4. Add followers
  5. Create activities
  6. Other Python functions (e.g. Error Messages, Copy Records)

All of the above can be made conditional based on business rules.

Here are a few examples:

Note: Every Automated Action is also a Server Action, which enables it to be added as a “contextual action” (example).

Getting started

Start by enabling developer mode and navigating to Settings / Technical / Automated Actions.

If you cannot find this option, you may need to install the module “Automated Action Rules”.

First remove the “Apps” filter by clicking on the ‘X’:

Then search for “Automated”

If it’s not installed, click on ‘INSTALL’.

Then follow the instructions for the specific Automated Action.

Use cases

This is a quite powerful function. One example is to create analytic accounts for sales orders, which replicates the standard functionality in Odoo to automatically create an Analytic Account for each project.

  • This example also contains some information about how to overcome a bug in Automated Action.

There will be other business cases where this could be a good technique.

This is also useful (and easy to setup): Create Reordering Rules

Send email alerts

This is another handy feature, though email templates are not easy to setup!

Validation

Various types of validation can be done:

  1. Prevent duplicates
  2. More complex validation in CRM (workflow related)