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Automations
In this video, learn how you can create automation rules using Odoo Studio.
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1.
What are automation rules in Odoo?
2.
What is the purpose of the “When updating” field for “Custom” triggers such as “On Save” in Odoo Studio?
To determine the time interval for triggering the automation rule
To determine the fields to be updated when the automation is executed
To determine when the automation rule should be triggered based on specific field updates
To determine the sequence of actions to be performed in the automation rule
3.
How should the trigger for an automation rule be configured to assign the task to Mitchell Admin and send an email, but only when the priority is set to high on a task in the Research & Development project?
Make sure you are on the Research & Development Project model, then select the trigger "Tag is added" with the value "High priority"
Select the trigger "After last update" and define the conditions "Priority = High" and "Project is in (Research & Development)" in the "Extra Conditions" field
Select the trigger "On Save" and define the conditions "Priority = High" and "Project is in (Research & Development)" in the "Apply on" field
Select the trigger "On Save", define the conditions "Priority = High" and "Project is in (Research & Development)" in the "Apply on" field, and select "Priority (Task)" in the "When updating" field
