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How to Create & Configure Server Actions in the Odoo 18
- 1. How to customize report using studio in odoo 18 Enterprise
- 2. Enterprise Introduction In this slide, well discuss on how to create & configure server actions in the Odoo 18. Server Actions in Odoo provide a powerful way to automate processes without extensive custom development. They allow users to define tasks or operations that are triggered automatically under specific conditions, such as creating records or updating fields.
- 3. Enterprise To access all server actions in Odoo, enable debug mode and go to Settings > Technical > Server Actions.
- 4. Enterprise Here we can see all the server actions.
- 5. Enterprise A server action can perform the following types of actions. 1. Execute a python code 2. Create new record 3. Update new record 4. Sent an email 5. Sent SMS message 6. Add followers 7. Create next activity 8. Execute multiple actions
- 6. Enterprise In our custom module, we can add a server action in the ir_action_data.xml file inside the data directory. In the state field, we choose it as code for executing a Python script.
- 7. Enterprise After adding the XML code, we can include the function action_move_entry_post() in the account.move model as mentioned in the server action.
- 8. Enterprise After upgrading the module, from the UI, we can click on the server action we created now from server action in settings. In that we can see the type as Execute code since we have chosen code in state field in the xml file.
- 9. Enterprise If we go to the invoices in accounting module select some records in the tree view, we can see the actions button. In that we can see the server action named Post Entries, which we added now.
- 10. Enterprise After clicking on the Post entries, all the draft entries in the selected records will be now posted in a single click.
- 11. For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com