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By: Sruthi C Nair

Automated Actions (Automation) in the Odoo 16 ERP

Technical Odoo 16

You can use automated actions to trigger actions based on time conditions automatically. They can be used to automatically perform some operations on datasets that meet certain criteria and time constraints. Schedulers are automated actions that run automatically over a period of time and can do many things. It performs actions without manual intervention and makes background jobs a lot easier. Just insert a record into the ir.cron table, and Odoo will do it as defined.

Automated Actions and Server Actions, which are related, are a potent approach to extending the functionality of Odoo without having to write any code (or with only a few lines of Python code). Additionally, you cannot perform development or install add-ons from third parties when using Odoo Online, but you can use Automated Actions (and Server Actions).

Odoo functionality can be improved and customized in a number of ways through automated actions:

1. Simple workflow: based on rules, alter a document's "stage" automatically.

2. validation if a user tries to alter the "stage" manually.

3. Create follow-up tasks for users.

To make data entry easier and to cut down on mistakes, automatically assign values for fields based on rules. Validation to stop users from entering data incorrectly (e.g., Preventing duplicate products from being created)

On the creation, deletion, or update of a database record in the given Odoo Model (database table), automated actions may be initiated. They may also be based on form modification or a timed condition. In order to specify "business rules," Automated Actions can be conditioned on domains and/or "watched fields" (an action for one group of customers, or one type of product, etc.), and Python code can be used to implement more sophisticated logic.

Start by enabling developer mode and navigating to Settings / Technical / Automated Actions. 

automated-actions-(automation)-in-the-Odoo-16-erp-cybrosys

Installation

If you can't find this option, you may need to install the Automatic Action Rules module.

First, remove the “Apps” filter by clicking on the ‘X’:

automated-actions-(automation)-in-the-Odoo-16-erp-cybrosys

Schedulers are automated actions that run automatically over a time period and can do a lot of things. It performs actions without manual intervention and makes background jobs a lot easier. Just insert a record into the ir.cron table, and Odoo will do it as defined.

1. Creating the model and fields

The first step is to create a model (if you don’t have one yet) and to create some fields on this model:

class  ModelName(models.Model): 
  _name = 'model.name'
   fields_name = fields.Char(string=" ")
   def method_name(self):  

2. Creating the views

Now that you have the database part ready, it is time to create your view.

3. Creating the automated action

  "Your code here"
<data noupdate="1">
   <record id="sequence_storage_container_id" model="ir.sequence">
       <field name="name">Storage Container</field>
       <field name="code">storage.container</field>
       <field name="active">TRUE</field>
       <field name="prefix">00000</field>
       <field name="padding">1</field>
       <field name="number_next">1</field>
       <field name="number_increment">1</field>
   </record>
In conclusion, automated actions in Odoo 16 are a powerful tool for extending the functionality of the software without having to write any code. With automated actions, you can trigger actions automatically based on time conditions or other criteria, making background jobs much easier. Additionally, with schedulers, you can automate tasks over a period of time without any manual intervention.
Automated actions can be used for a variety of purposes, such as altering a document's stage, preventing incorrect data entry, and creating follow-up tasks for users. By enabling developer mode and navigating to Settings / Technical / Automated Actions, you can create automated actions and customize them according to your business needs. Overall, automated actions are a great way to improve the efficiency and accuracy of your business processes in Odoo 16.


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