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automatic_emailAutomatedActions
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Sergio LLanos

Hi! I´m new to Odoo and I´m having trouble while trying to setup automated emails in order to notify my sales team members when any of their planned activities will be due,  say, in one day or so. I still don´t know whether this can be accomplished by just creating and automated action (which I have tried with no sucess) or by python, creating a new module or so.  Thank you in advanced for your help. :)

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Odoo, Raluca Maria Veliciu (rmv)
Best Answer

Hi Sergio,

I would suggest setting the following automated action:

If needed you can set up from which model of Odoo will send actually an email to the sales people (in case you don't want each activity created in Odoo to send an email) in this case I have used sale.order model saying that all the activities due in 1 day on quotations/sales should send an email alert that their activities are due. You can choose your own configuration based on your needs.

Then I have set up an email template with the following configuration:



This will send an email to the responsible user of each activity. You can choose your own body of the email that you want to send out.

It's based on time condition to be triggered 1 day before the due date but you can choose your own configuration.

Once the deadline is approaching based on your rules Odoo will send out an email as per below:



Hope this helps :) 

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Nickp

How can this be done with Project Tasks? I cannot figure out the dynamic placeholder to use for the "To" field.

(Odoo is very hard for non-python developers to know how to write these dynamic fields. It's quite a shame. Furthermore, notification emails on project tasks should be a default/standard feature! Project Management 101)

Euroservis S.r.l.

I have the same issue to figure out the dynamic placeholder to use for the "To" field

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Sergio LLanos
लेखक Best Answer

Thank you so much Raluca! You have explained it in great detail and now it makes much more sense. Thank you for taking the time to clear this out. :)

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