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[IMP] mail_prevent_send_note_to_external:

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better module description
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clementthomas
2024-06-27 11:03:44 +02:00
parent 1e762d8c47
commit b636093219
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mail_prevent_send_note_to_external/README.rst
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@@ -1,42 +1,22 @@
====================
mail_activity_plan
mail_prevent_send_note_to_external
====================
Installation
============
Use Odoo normal module installation procedure to install ``mail_activity_plan``.
Use Odoo normal module installation procedure to install ``mail_prevent_send_note_to_external``.
Configuration
=============
To create activities plans, go to Settings > Technical > Discuss > Activity plans :
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 only one plan
A activity template is related to only one activity type
Nothing to do
Usage
=====
Once your plan is configured, you can define a server-action to launch automatically the activities for a choose model
If module is installed, notes will never send email to partners not linked to internal users.
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.
If nobody is assigned to a activity, the current user will be automatically assigned.
Known issues / Roadmap
======================
@@ -57,7 +37,7 @@ Credits
Contributors
------------
* Laetitia Da Costa (https://github.com/LaetitiaElabore)
* Clément Thomas
Funders
-------