Creating a work distribution.

To create a “Work distribution”, access the “Work distribution” module and click on the “Create” button. This module can be found in the “Settings” or “Configuration” section, depending on your Odoo configuration.

Select the model and the field.

Select the model that represents the business concept you wish to distribute, for example: opportunity. Once you have selected the model, you will be able to choose the field where the assignment will be registered, for example: salesman.

Activate the assignment, so that it is applied. Deactivate it when you want to make any adjustments.

Define the application conditions.

Indicate when the mapping will be applied. If “Always” is checked, the field will be overwritten with the new value. If “Value not set” is checked, the field will only be mapped if the field is empty.

For one object several assignments can be defined, and sometimes it is necessary to define an order for these assignments. An example of this is in the case of sales orders, where you can assign a sales team and then a salesperson.

Indicate the priority with which the assignment will be applied with respect to other assignments. The highest priority is 0.

Select candidates for work.

To define the set of candidates that can receive the job, access the “Candidates” section and define the “Group Field” by which the distribution is to be made. Example: Sales Team. The field only appears when the “Group Strategy” is activated.

You can define the conditions that must be met by the elements to be candidates for distribution. Example: Active salesmen.

Define an advanced candidate domain.

You can program a specific assignment method or specify a candidate domain that depends on more complex filters or conditions.

Activate the “Advanced” field and add the Python code of the specific assignment method. Example: Distribute to specific assignment groups.

Define the distribution strategy.

To define the distribution strategy that suits your company's needs, go to the “Distribution” section and select a distribution strategy.

You can enable several distribution strategies if you have selected a “per group strategy” in the Candidates selection.

In this case, check the distribution strategies to be applied in the distribution.

Objects to be distributed.

You can apply the distribution only to some objects.To do this, define the domain of the objects to which the distribution is to be applied. The domain is established by placing conditions on any of the object's fields. Example: Do not assign responsible to tickets of a certain category.

Specify the label translation.

To configure the translations of the label that will appear to select the distribution strategy, access the “Translations” section and click on “Add a line” to specify the translations of the label.

Enable the permissions to use the work Distributions to the users in charge of defining the distribution strategy to be used in their work teams.

In the “Access rights > Tools” section of the user, check the “Automatic job distribution manager” permission.

To access the “Work distribution” configuration you need to have one of the following permissions enabled: “Access Rights” or “Settings”.

When creating distribution strategies by groups, users with group editing permissions will be able to choose the distribution strategy to be applied to each group.

Access the module for which you configured the work distribution. Example: CRM > Configuration > Sales teams. In the “Members” section, select the distribution strategy you want to apply to that group.