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[REF]mail_activity_plan:change relation between plans and templates

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Laetitia Da Costa
2023-10-16 15:41:53 +02:00
parent ee4e791185
commit 7b17be925c
5 changed files with 44 additions and 84 deletions
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mail_activity_plan/README.rst
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@@ -9,17 +9,18 @@ Use Odoo normal module installation procedure to install ``mail_activity_plan``.
Configuration
=============
To create activity templates, go to Settings > Technical > Discuss > Activity templates :
Select a activiy type, select a user to assign, fiel the other fields (summary, note)
To create activities plans, go to Settings > Technical > Discuss > Activity plans :
Provide a name, select or create activity templates
Provice a name
Add activity templates :
Select an activity type, write a summary. Optionnaly assigne to a user and write a note.
A plan can be related to many activity templates
A activity template can be related to many plans
A activity template can be related to only one plan
A activity template is related to only one activity type
@@ -33,7 +34,9 @@ Go to Settings > Technical > Actions > Server Actions
Provide a name, select a model, select action "[generate_activities]", select a plan.
Once your new server action is configured, go to an instance of the chosen model,
click on the server action to generate automatically the activities of the plan
click on the server action to generate automatically the activities of the plan.
If nobody is assigned to a activity, the current user will be automatically assigned.
Known issues / Roadmap
======================