Server Actions

Enable developer mode and navigate to Settings / Technical / Server Actions

  1. The options for “Action To Do” are the same as in Automated Actions
  2. All actions are related to a Model (database table)
  3. There are three usage types:
    1. Server Actions
    2. Automated Actions
    3. Scheduled Actions

The Binding Model is not shown as standard, but it’s easy to add with Odoo Studio. If it is set (and it will always be the same Model) it means this is a Contextual Action (see below)

The only difference between between an Automated Action and a Server Action is that:
– an Automated Action has rules that define how it is triggered.
– A Server Action can only be triggered manually.

Therefore the only reason to directly create a Server Action is if it will not be run automatically. For example:

Contextual Actions

You can select any of the three types of Server Action listed above and click on the “Create Contextual Action” button. This makes them available on the “Action” menu on both List Views and Form Views.

See this example for more details

Here are two (standard) examples for Quotations and Sales Orders (sale.order):

  • Share
  • Send a Cart Recovery Email

You will find several more:

Confirm Paymentsaccount.payment
Install Modulesir.module.module
Mark All Activities as Donecrm.lead
Mark Late Activities as Donecrm.lead
Mark as lostcrm.lead
Mrp: Plan Production Ordersmrp.production
Mrp: Unplan Production Ordersmrp.production
Process Follow-upsres.partner
Send a Cart Recovery Emailsale.order

You can review all the standard Server Actions to better understand the functionality.

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