automated actions do not seem to work

Bug #834446 reported by jiniya
12
This bug affects 2 people
Affects Status Importance Assigned to Milestone
Odoo Addons (MOVED TO GITHUB)
Confirmed
Wishlist
OpenERP R&D Addons Team 1

Bug Description

i want that whenever a lead has been changed into an opportunity, the responsible person will be changed and an email will be sent to the responsible.

i have set the conditions only to responsible, sales team and state is open. so when a lead has a responsible of admin and sales team to sales department with a state of open, the responsible person should be changed with what i have set in the actions tab and sends an email with the values i have set in email configuration.

But, there were no changes whenever the lead has been changed to opportunity.

Could somebody enlighten me with this?

:)

Revision history for this message
Jignesh Rathod(OpenERP) (jir-openerp) wrote :
Revision history for this message
Jignesh Rathod(OpenERP) (jir-openerp) wrote :

Hello ,

I am confirming this issue.
For more reference I have attached a related video.

Changed in openobject-addons:
assignee: nobody → OpenERP R&D Addons Team 1 (openerp-dev-addons1)
importance: Undecided → Low
status: New → Confirmed
Revision history for this message
Jigar A. (ifixthat) wrote :

hello jiniya,
         The problem you have described is right, but technically it is being triggered and it is working as usual but problem is Lead and Opportunity are technically same object crm.lead so when you say convert lead to opportunity it will trigger all other detail as usual but Salesman will be current user responsible. So for now we are converting this to Wish-list.
Thank You

Revision history for this message
Amit Parik (amit-parik) wrote :

Hello,

According to comment#3 I am setting this as a "Wishlist".

Thanks.

Changed in openobject-addons:
importance: Low → Wishlist
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