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Technical Name recurrent_activities
LicenseSee License tab
Websitehttps://faotools.com/apps/13.0/recurring-activities-13-0-recurrent-activities-395
Versions 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 518
Technical Name recurrent_activities
LicenseSee License tab
Websitehttps://faotools.com/apps/13.0/recurring-activities-13-0-recurrent-activities-395
Versions 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0
This is an Odoo tool to schedule activities for regular and automatic generation based on templates. With the app you are sure that all recurring tasks will be planned and assigned for proper users.

Recurrent activity for any existing Odoo object

The tool let you define rules what, when, and how frequent activities should be automatically generated. The rules to prepare repeated activities is available from the activities' systray in the header.
Each activity recurring rule represents a template where you can define:
  • Target document: the partner 'John Brown', the Opportunity 'Quote for 100 chairs', the order 'SO012-2019', etc.;
  • Responsible user;
  • Regularity: when and how frequent an activity should be repeated;
  • Deadline period: an activity creation date plus specified period in days (use the field 'Deadline in x Days');
  • Notes.

Configurable recurrence

The recurrence of activities is flexibly defined: each Tuesday and Friday, the first day or the second Saturday of the month, every 2 days, etc.
Be cautious with a month / year exact date: if it didn't exist, a last month day would be applied: 31/09 --> 30/09
It doesn't look fine to send a reminder on Sunday? No problem! Define regularity in a way you like.
  • By days: generate an activity every day, each 5 days, each 181 days
  • By weeks: assign a task on definite week days (e.g. on Mondays and Thursdays) each week or each 2,3,7,... weeks
  • By months:
    • For the first month day
    • For the last month day
    • For the exact date, e.g. the 16th
    • For a definite weekday, for instance, the first Monday, the last Friday, or the third Tuesday
  • By years: on an exact year day, e.g. on the first of September each year

Secured activities

A recurring activity might be assigned for any Odoo internal user. You can grant responsible employee a right to prepare rules for any user or grant a right for a specific user to access own recurring activities.
  • Any internal user has right to observe own recurring activities
  • Users with the right 'Only Own Recurrent Activities' may create, update and unlink recurring activities related to their users
  • Users with the right 'All Recurrent Activities' or with the right 'Administration > Access Rights' have full rights for all rules

By default Odoo checks repeated activities every day early in the morning. You can change it. To that end go to:

  • Settings > Technical > Automation > Scheduled Actions > Recurrent Activities

According to the current Odoo Apps Store policies:

  • Every module bought for version 12.0 and prior gives you access to all versions up to 12.0.
  • Starting from version 13.0, every module version should be purchased separately.
  • Disregarding the version, purchasing a tool grants you a right to all updates and bug fixes within a major version.

Please note that the faOtools team does not control those policies. For all questions, please contact the Odoo Apps Store representatives directly.

The most straightforward approach is to use the Odoo store's built-in workflow:

1. Open the module's page and click the button Deploy on odoo.sh

2. After that, you will be redirected to the GitHub page. Log in to your account and click 'Create a new repo' or use the existing one. Please make sure that your repository is private. It is not permitted to publish the apps under the OPL-1 license. If necessary, create a new repo for your Odoo.sh project

3. Then, go to odoo.sh and click the Deploy button. In the pop-up window, submit the decision and click 'Continue.' This action will trigger the installation process.

These steps will install the app for your project's production branch. If you want to deploy the apps for other branches or update the module, you should undertake the following actions:

1. Upload the source code for the app from the Odoo store

2. Commit the module to a required GitHub repository. Ensure that none of the app folders/files are ignored (included in the .gitignore of your repo). Repositories are automatically created by odoo.sh, which might add some crucial items there (e.g. /lib) by default. You should upload all module directories, subdirectories, and files without exceptions

3. Deploy a target branch of the odoo.sh project or, if your settings assume that, wait until it is automatically built.

1. Unzip the source code of the purchased tools in one of your Odoo add-ons' directories;
2. Re-start the Odoo server;
3. Turn on developer mode (technical settings);
4. Update the apps' list (the apps' menu);
5. Find the app and push the button 'Activate'/'Install';
6. Follow the guidelines on the app's page if those exist.

Yes, sure. Simultaneously, Odoo automatically adds all dependencies to a cart, so you should exclude previously purchased tools to avoid double payment.

A red/orange warning does not influence the app's features. Regretfully, sometimes our modules do not pass standard automatic tests since the latter assume behavior that conflicts with our app's goals. For example, we change the price calculation, while the standard Odoo module tests compare the final price to a standard algorithm.

So, first of all, please check the deployed database features. Does everything work correctly?

If you still assume that the warning influences real features, please contact us and forward full installation logs and the full list of deployed modules (including core and third-party ones).

Regretfully, we do not have the technical means to provide individual prices. 

No, third-party apps can not be used on Odoo Online. Unfortunately, Odoo SaaS blocks such a possibility.

Yes, our tool requires all modules marked in dependencies to work correctly. The price marked on the app page already includes all necessary dependencies.

The price for our modules is set in euros. The Odoo store converts prices to other currencies according to its internal exchange rate. Thus, the price in US Dollars may change when the exchange rate is updated.

Bug reporting

If you encounter bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes within 60 days of purchase and are intensely interested in improving our tools even after this period.

To send us a bug report, press the "Website" link at the top of this page and push the button "Bug Report" (the tab Support). Alternatively, copy the link https://faotools.com/s/5cgies

You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.

Please include as many details as possible in your request: screenshots, Odoo server logs, a full description of how to reproduce your problem, and so on. Usually, it takes a few business days to prepare a working plan for an issue (if a bug is confirmed) or provide you with guidelines on what should be done (otherwise).

Bug Report QR code

Public features requests and module ideas (free development)

We are strongly motivated to improve our tools and would be grateful for any feedback. If your requirements are of public use and might be efficiently implemented, the team will include those in our to-do list.

Such a to-do list is processed regularly and does not assume extra fees. Although we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.

To share ideas, press the "Website" link at the top of this page and push the button "Share Features Ideas" (the tab Support). Alternatively, copy the link https://faotools.com/s/yslkuo

You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.

Module Ideas QR code

Questions and misc issues

Feel free to contact us with any other concerns, doubts, or questions: press the "Website" link at the top of this page and push the button "Raise Question" (the tab Support). Alternatively, copy the link https://faotools.com/s/v3ad6j

You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.

Questions QR code

About the team

faOtools (faotools.com, former odootools.com) is the developers and business analysts team that helps you extend Odoo's potential. Since 2012, we have communicated with end users for whom the software became the primary business tool. As a result, we are proud of the dozens of successful apps that have been developed. We are open to new ideas and challenges to create the best Odoo tools for business needs worldwide.

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agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
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Need a demo
by
mohamed
on 2/19/22, 5:57 AM

Hi,

I need a demo for Odoo 13 community on my email: abdulrahmooon2009@gmail.com

Re: Need a demo
by
Odoo Tools
on 2/19/22, 6:17 AM Author

Hello Mohamed,

sure: please leave a request in our support portal: https://faotools.com/s/n9qlit. Thanks!


Any other solutions
by
Daly Babay
on 1/21/20, 5:06 AM

Hi Thanks for the reply is there any other way or app?

Re: Any other solutions
by
Odoo Tools
on 1/21/20, 9:17 AM Author

Hello Daly! No, at this moment we do not have solution for this goal.


Action plan on opportunitites
by
Daly Babay
on 1/20/20, 7:22 PM

Hi I would like to have a set of activities on my new opportunities or and leads example: 0 days from opportunity added in the CRM I would like to : send an email assigned to user ___ Summary: ____ 3 days after: to do assigned to ___ Summary: ____ 6 days after: call assigned to ____ Summary: ____ Can your app do so or do you have an alternative to this?

Re: Action plan on opportunitites
by
Odoo Tools
on 1/21/20, 5:04 AM Author

Hello Daly! Regretfully, the app would not help in that since it assumes recurrent activities for existing documents, not for new ones.