automation

action_server_id_label

string

☐

action_server_id

string

☐

active

boolean

Active

☐

When unchecked, the rule is hidden and will not be executed.

activity_date_deadline_range_type

string

Due type

☐

activity_date_deadline_range

int32

Due Date In

☐

activity_note

string

Note

☐

activity_summary

string

Summary

☐

activity_type_id_label

string

☐

activity_type_id

string

☐

activity_user_field_name

string

User field name

☐

activity_user_id_label

string

☐

activity_user_id

string

☐

activity_user_type

string

Activity User Type

☐

Use 'Specific User' to always assign the same user on the next activity. Use 'Generic User From Record' to specify the field name of the user to choose on the record.

binding_model_id_label

string

☐

Setting a value makes this action available in the sidebar for the given model.

binding_model_id

string

☐

Setting a value makes this action available in the sidebar for the given model.

binding_type

string

Binding Type

☑

binding_view_types

string

Binding View Types

☐

child_ids

string

☐

Child server actions that will be executed. Note that the last return returned action value will be used as global return value.

code

string

Python Code

☐

Write Python code that the action will execute. Some variables are available for use; help about python expression is given in the help tab.

create_date

datetime

Created on

☐

create_uid_label

string

☐

create_uid

string

☐

crud_model_id_label

string

☐

Model for record creation / update. Set this field only to specify a different model than the base model.

crud_model_id

string

☐

Model for record creation / update. Set this field only to specify a different model than the base model.

crud_model_name

string

Target Model Name

☐

display_name

string

Display Name

☐

fields_lines

string

☐

filter_domain

string

Apply on

☐

If present, this condition must be satisfied before executing the action rule.

filter_pre_domain

string

Before Update Domain

☐

If present, this condition must be satisfied before the update of the record.

groups_id

string

☐

help

string

Action Description

☐

Optional help text for the users with a description of the target view, such as its usage and purpose.

id

int32

ID

☐

last_run

datetime

Last Run

☐

least_delay_msg

string

Least Delay Msg

☐

link_field_id_label

string

☐

Provide the field used to link the newly created record on the record used by the server action.

link_field_id

string

☐

Provide the field used to link the newly created record on the record used by the server action.

mail_post_autofollow

boolean

Subscribe Recipients

☐

mail_post_method

string

Send as

☐

Choose method for email sending:EMail: send directly emailsPost as Message: post on document and notify followersPost as Note: log a note on document

model_id_label

string

☐

Model on which the server action runs.

model_id

string

☐

Model on which the server action runs.

model_name

string

Model Name

☐

name

string

Action Name

☑

on_change_field_ids

string

☐

Fields that trigger the onchange.

partner_ids

string

☐

sequence

int32

Sequence

☐

When dealing with multiple actions, the execution order is based on the sequence. Low number means high priority.

sms_method

string

Send as (SMS)

☐

Choose method for SMS sending:SMS: mass SMSPost as Message: log on documentPost as Note: mass SMS with archives

sms_template_id_label

string

☐

sms_template_id

string

☐

state

string

Action To Do

☑

Type of server action. The following values are available:- 'Execute Python Code': a block of python code that will be executed- 'Create a new Record': create a new record with new values- 'Update a Record': update the values of a record- 'Execute several actions': define an action that triggers several other server actions- 'Send Email': post a message, a note or send an email (Discuss)- 'Add Followers': add followers to a record (Discuss)- 'Create Next Activity': create an activity (Discuss)- 'Send SMS Text Message': send SMS, log them on documents (SMS)

template_id_label

string

☐

template_id

string

☐

trg_date_calendar_id_label

string

☐

When calculating a day-based timed condition, it is possible to use a calendar to compute the date based on working days.

trg_date_calendar_id

string

☐

When calculating a day-based timed condition, it is possible to use a calendar to compute the date based on working days.

trg_date_id_label

string

☐

When should the condition be triggered.If present, will be checked by the scheduler. If empty, will be checked at creation and update.

trg_date_id

string

☐

When should the condition be triggered.If present, will be checked by the scheduler. If empty, will be checked at creation and update.

trg_date_range_type

string

Delay type

☐

trg_date_range

int32

Delay after trigger date

☐

Delay after the trigger date.You can put a negative number if you need a delay before thetrigger date, like sending a reminder 15 minutes before a meeting.

trg_date_resource_field_id_label

string

☐

Use the user's working schedule.

trg_date_resource_field_id

string

☐

Use the user's working schedule.

trigger_field_ids

string

☐

The action will be triggered if and only if one of these fields is updated. If empty, all fields are watched.

trigger

string

Trigger

☑

type

string

Action Type

☑

usage

string

Usage

☑

website_path

string

Website Path

☐

website_published

boolean

Available on the Website

☐

A code server action can be executed from the website, using a dedicated controller. The address is <base>/website/action/<website_path>. Set this field as True to allow users to run this action. If it is set to False the action cannot be run through the website.

website_url

string

Website Url

☐

The full URL to access the server action through the website.

write_date

datetime

Last Updated on

☐

write_uid_label

string

☐

write_uid

string

☐

xml_id

string

External ID

☐

ID of the action if defined in a XML file