Hello
I am unable to create an automation rule in ODOO 18 that automatically creates a new sales order in the document app when messages are received at the email alias of the ‘sales’ folder. Does anyone have any ideas?
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Hi,
Please refer to the following links:
1. https://www.odoo.com/documentation/18.0/applications/studio/automated_actions.html
2. https://www.cybrosys.com/blog/how-to-configure-automated-actions-in-odoo-18
3. https://www.cybrosys.com/odoo/odoo-books/v18-ce/todo/automation-rule/
Videos:
1. https://www.youtube.com/watch?app=desktop&v=1IQB_q-2YW8
2. https://www.youtube.com/watch?v=R23ygFQrhmw
Hope it helps.
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Thank you for your support. I have worked through this as far as possible. Unfortunately, however, it still does not work.
I have made the following settings:
Automation Rule
Model: Document
Trigger: After Creation
Delay 1 Minute after creation
Apply on: Folder is in "Sales"
ACTION
Create Record
Record Create: Sales Order
Name: empty
Link field: empty