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.
Odoo tricks and tips 
How about if I wanted to create multiple tasks?
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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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This may be somewhat beyond the scope of this site, but I think it should be possible using Python code.
There are a couple of examples that might be useful:
Create Analytic Accounts for Sales Orders
Make a copy and remove an attachment
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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?
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Something like this should work
rec['x_studio_boolean_field'] = TrueLikeLike
Hi Chris
I’m trying to make an automated action to create a task when I create a new Contact. I want to task linked to the new Contact, but the action shall only apply if attribute company_type = [company]
Do you have any suggestion how I would do this?
Regards,
Rickard
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Yes, can be done. The domain is [[“is_company”,”=”,True]] and you need to add an extra line:
Customer (project.task) Python expression record.id
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Hello, I’d like to use this to create a new scheduled activity (“call”) for a lead in CRM when the lead moves from one stage to another. I tried a few options but am getting errors – can someone advise what the specific “Data to write” should be to create a scheduled action?
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For “Action to do”, select “Create next activity”, then you get an “Activity” field to populate rather than “Data to write”
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I’m trying to make an automated action based on when a specific activity has been marked done. I tried to find ‘state’ or ‘status’ in the Before Update Domain (and After), but the field is not there, can you help? I’m using Community Edition (13, I think)
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Which Model (db table)?
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Do you have a suggestion on how to update a field in another model once the task is completed.
Currently I have an AA that uses the above to create a task that is connected to the sales order. I added the Sales Order Field and am Copying Over the ‘record.id’ so that the connection button appears.
I have created a Boolean field in studio that I want to be checked when the task reached the completed state, but cannot figure out how to change it. Any ideas would be awesome!
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You need a many2one linking field – something like partner_id for the customer can give you currency as partner_id.currency_id
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Hi, How can I automatically create a task only after another specific task has been completed?
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