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Hi,

I would like to receive an email when a quotation (sales order) is created from a specific sales team.

Is possible to do create an automation rule to do that ? How ?


Thanks in advance for your help

아바타
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베스트 답변

Go to Settings -> Technical -> Automated Action


아바타
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Note : 1. My instance sales team renames as sales owner
2. Email template you can define if required

작성자 베스트 답변

Thank your for your answer.

I have already created the automated rule but I don’t receive any email.

I can’t find the button to activate Like on your screenshot (I’m on Odoo version 17). Is it activated automatically after saving ?

아바타
취소

Please check the email status
Settings -> Technical -> Email

It might have failed due to wrong mail server configuration.

작성자

I have been able to fix the issue. Thanks.
I chose: Trigger: ''On save'' (I think ''On creation'' is for Odoo version 16)

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