Create a task using Automated Actions

This is another example of using Automated Actions. This will create a task on an existing project when a Sales Order is confirmed.

Enable Developer Mode and navigate to Settings / Technical / (Automation) / Automated Actions:

Data to Write:

This is a very simple example and it can be adapted quite easily.

Also, Odoo already has standard functionality to create projects or tasks for service items, and that may be a simpler way to achieve the same thing.

5 thoughts on “Create a task using Automated Actions

    1. You could have one server action per task you want created and have a single automated action that executes all of them. Note that sales order confirmation times tend to take a bit of a hit from automations linked to confirmation and/or transfer creation.

      Outside of automated actions, there are also options on service product cards to create a task and/or project when a sales order that includes the product is confirmed.

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  1. Hi Chris, I have a question on the use of a boolean created with Odoo Studio. I added a Boolean field on the sale order. By default the field is not marked, but i want the field to become ‘true’ when the quotation is validated.
    I have used your example, and tried different values for updating my boolean (true/false, 0/1), but none of these values worked. Do you perhaps know what I am doing incorrect?

    Like

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