Odoo
Server
Action
In Odoo, a server action is a powerful feature that allows you to automate tasks and processes without the need for custom development. Server actions are typically used to perform operations on records in the database, such as creating, updating, or deleting records, as well as executing Python code.
What is a server action in Odoo?
In Odoo, a server action is a type of automated action that allows you to execute Python code on the server side in response to specific triggers or conditions. Server actions are typically used to automate processes, perform calculations, or manipulate data without requiring user intervention.
Here are some key points about server actions in Odoo:
- Automation: Server actions can be triggered by various events, such as creating, updating, or deleting records. This allows for automation of repetitive tasks.
- Python Code: The core of a server action is the Python code that you write. This code can access and manipulate Odoo models and records, enabling complex operations.
- Contextual Execution: Server actions can be executed in the context of the current record, allowing you to perform actions based on the specific data of that record.
- Integration with Other Features: Server actions can be integrated with other Odoo features, such as scheduled actions (cron jobs), automated emails, and workflows.
- User Interface: In the Odoo interface, server actions can be created and managed through the Settings menu, under Technical > Actions > Server Actions. Users with the appropriate permissions can define the conditions under which the action should be executed.
- Use Cases: Common use cases for server actions include sending automated emails, updating related records, generating reports, and performing batch operations on records.
Guide to Creating and Configuring Server Actions in Odoo
Server Actions in Odoo serve as a dynamic mechanism for automating processes without the need for extensive custom development. These actions enable users to define a sequence of operations or tasks that the system executes automatically under specific conditions. From creating records and updating fields to triggering complex business logic, Server Actions empower users to automate routine activities and respond intelligently to various scenarios within the ERP environment.
To view all the server actions available in the Odoo system, enable debug mode, then go to Settings -> Technical -> Server 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
Ultimately, Odoo Server Actions provide users with the ability to automate multiple workflows, increasing operational efficiency and lessening the need for manual tasks, thereby improving the overall functionality of the ERP system.