Chapter 12: Automation, Workflows, Emails, and Printing
Business applications are expected not only to store records but also to manage business workflows. Some objects, such as leads or project tasks, have a lot of records that run in parallel. Having too many records for an object makes it harder to have a clear picture of the business. Odoo has several techniques that can deal with this problem. In this chapter, we will look at how we can set a business workflow with dynamic stages and kanban groups. This will help the user to get an idea about how their business is running.
We will also look at techniques, such as server actions and automated actions, that can be used by power users or functional consultants to add simpler process automation without the need to create custom add-ons. Finally, we will create QWeb-based PDF reports to print out.
In this chapter, we will cover the following recipes:
- Managing dynamic record stages
- Managing kanban stages
- Adding...
