odoo12-addon-mail-activity-mail-template 12.0.0.1.0.99.dev1

Applies a mail template to the note field based on the mail activity type.

This module allows to apply an email template to the note field (note) of activities (mail.activity) based on the selected activity type (mail.activity.type). This makes it easier to create activities with predefined notes that can be configured for each activity type.

Table of contents

• Configuration

• Usage

• Known issues / Roadmap

• Bug Tracker

• Credits

  • Authors

  • Contributors

  • Maintainers

Configuration

No configuration needed for this module.

Usage

1. Create or edit a mail activity type (mail.activity.type) and assign it an email template (mail.template) on their field mail_template_ids.

2. Create or edit an activity (mail.activity) from the user interface.

3. When you select the activity type, the note field (note) will automatically be updated with the content of the associated email template.

Mail templates are associated to one model, so you have two possibilities:

• Assign the model mail.activity to the activity type so it will be shown / available to every activity.

• Assign a particular model to the activity type so only mail templates related to that particular model will be available for that mail activity type.

Note: If you select an activity type that does not have an associated email template, the note field will not be updated. If you select an activity type that has more than one associated email template, the note field will be updated with the first email template found.

Known issues / Roadmap

There are no issues for the moment.

Bug Tracker

Bugs are tracked on GitLab Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

• SomIT SCCL

• Som Connexio SCCL

Contributors

• SomIT SCCL:

  • Álvaro García <[e-mail]>

  • José Robles <[e-mail]>

• Som Connexio SCCL:

  • Gerard Funosas <[e-mail]>

Maintainers

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.