Recurring Activities
by faOtools https://faotools.com/apps/18.0/recurring-activities-18-0-recurrent-activities-946$ 42.20
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 518 |
| Technical Name |
recurrent_activities |
| License | See License tab |
| Website | https://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 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 518 |
| Technical Name |
recurrent_activities |
| License | See License tab |
| Website | https://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 |
Recurrent activity for any existing Odoo object
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.
Plan a recurring activity for any task with any regularity
Rules for scheduled activities is available from the Systray
Have an unlimited number of rules for repeated activities
Configurable recurrence
- 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
Repeat an activity each month in a proper day
Recurring activities planned by days
Plan regular activities per years
Secured 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
Security for scheduled activities' 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.
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).
No, we only distribute the tools through the official Odoo apps store.
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.
Plan a recurring activity for any task with any regularity
Repeat an activity each month in a proper day
Rules for scheduled activities is available from the Systray
Have an unlimited number of rules for repeated activities
Recurring activities planned by days
Plan regular activities per years
Security for scheduled activities' rules
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).
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.
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.
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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Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written 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 any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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Need a demo
Hi,
I need a demo for Odoo 13 community on my email: abdulrahmooon2009@gmail.com
Re: Need a demo
Hello Mohamed,
sure: please leave a request in our support portal: https://faotools.com/s/n9qlit. Thanks!
Any other solutions
Hi Thanks for the reply is there any other way or app?
Re: Any other solutions
Hello Daly! No, at this moment we do not have solution for this goal.
Action plan on opportunitites
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
Hello Daly! Regretfully, the app would not help in that since it assumes recurrent activities for existing documents, not for new ones.