This is another example of using Automated Actions. When a Sales Order is confirmed this will create tasks (on a project) for each of the sales order lines.
Enable Developer Mode and navigate to Settings / Technical / (Automation) / Automated Actions:
Data to Write:
record.order_id.name + ' / ' + record.product_id.name
This is a very simple example and it can be adapted quite easily.
- You could write other information to the task by changing the Python expression:
record.product_id.name + ' / ' + str(record.product_uom_qty)
(that will write the Product name and quantity)
Note that 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. This is described in more detail here.
4 thoughts on “Automated Actions to create tasks for Sales Order lines”
Is there any preparation I have to do in Project App before creating this automation? For some reason I can’t get it to work.
You need to have created a project in the Project app. In my example I had a project called “Odoo implementation”.
Do you have an error or is nothing happening?
how about the opposite way. Automatically make a sales order with a service on sales order line by given qty. from task?
I have task on project already, and given a qty from a field. THen by button / action like to create sales order automatically with a given service and that qty.? I know ODOO project standard can do something similar. But i need it more specific.
Not sure whether that is possible. It’s more complex because you need to create a Sales Order and a Sales Order line. It may go beyond what Automated Actions are supposed to be used for. It should be fairly straightforward for a developer to copy the existing logic and amend it to meet your requirements.