how i can execute an Automated Action on click of a button?
please help with exampl(s).
regards
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1. Create an Automated Action:
Access the developer mode (Settings -> Activate the developer mode).
Navigate to the desired model (e.g., Sales Orders).
Click on "Automated Actions" under the "Automation" tab.
Click on "Create".
2. Configure the Action:
Trigger: Select "On Click".
Action To Do: Choose the action you want to automate (e.g., Send Email, Create a Task, Execute Python Code).
Apply On: Specify when the action should be triggered (e.g., Records created, Records updated, All records).
Additional Conditions: Set any necessary filters for the action (optional).
3. Add a Button to the Form View:
Edit the form view of the model where you want the button to appear.
Add a button element using XML code:
Replace your_action_id with the actual ID of your automated action.
thanks... great help. will check this and confirm.
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Hello Perry Gy,
You can try with On Save trigger.
Let me know the button name where you want to apply the change.
Thanks
Hi,
does this also work with Odoo 17?
I’m currently not seeing the trigger “On Click”. Instead, I only have the following options available:
On save → triggered when a record is saved
On deletion → triggered when a record is deleted
On UI change → triggered when changes are made via the user interface
From what I can see, “On Click” does not seem to be available anymore in Odoo 17.
What I would like to achieve is something like an automated button in the Helpdesk, where an action is executed directly when clicking the button (e.g. updating fields, triggering logic, etc.).
Is there a recommended way to implement this in Odoo 17?
Would this require a custom button linked to a server action / Python method, or is there a standard approach I might be missing?
Thanks in advance!