The only difference between between an Automated Action and a Server Action is that: So we have three different usage types (all stored in the ir.rver model): This should ensure that you can invoice your customer at the right time (without having to remember). You could create a new one (add-on module with Python code), but that’s out of the scope of this website.įor reference, this example is also for the Subscriptions app and will generate recurring invoices and payments related to subscriptions, and as standard is run once per day. They can only be used to call an existing method of a model (database table). Then we have a Scheduled Action (also called a cron job). The “action” is to to schedule a call, and this will be assigned to the user who created the subscription. This is an Automated Action, meaning that it will be triggered based upon rules (in this case a satisfaction score of less than 30%, 1 month after the start of the subscription). The next Server Action is for the Subscriptions app. “Share” allows you to create a link to the quotation / sales order.“Send a Cart Recovery Email” is used in eCommerce and will send an email to a customer who has added items to a shopping cart but not completed the purchase.

The first two examples are both for Quotations and Sales Orders (sale.order), and both are available from the Action menu (for Quotations): It’s probably easiest to understand them by looking at examples.Įnable developer mode and navigate to Settings / Technical / Server Actions There are many different types of action and they can be executed automatically or manually. They provide a simple way to execute an action against a Model (database table). Server Actions are one form of automation in Odoo.

Actions server