Create a notification model

The notification model form has the following fields:

• "Action name" - the name of the record

• "Model" - the model for which the notification will be created



• "Active" - archiving button

• "Trigger" - the type of event for which the notification will be created

• Description of each item in the "Trigger" field:
• • "On Creation" - a notification about the creation of a model
  • "On Creation & Update" - a notification about creating a model or updating its records
  • "On Update" - a notification about updating model records. There is an option to specify a specific field of the model (further described in the "Apply on" field)
  • "On Deletion" - a notification about the deletion of the model
  
  

• "Recipient" - a list of users who will receive the message

• "Recipient Groups" - if there are many recipients, it is convenient to choose a group of system users who will receive notifications"



• "Apply on" - since it is convenient to receive notifications only under certain conditions of the model, there is an option to set filters for creating notifications. For example, receive notifications only about high-priority leads



• "Trigger fields" - used if the "Trigger" field is set to "On Creation & Update" or "On Update". An alert will be generated only when these fields are changed. If the field is empty, the model will respond to the change of all fields

• "Message template" - selection of a message template. Some models have pre-created message templates (crm.lead, help.ticket). There is also a default template (Default template)

• "Message" is a field for creating messages. There is always the option to supplement the existing template or create your own message

• "Edit code" - to expand the functionality, there is an opportunity to change the standard code for sending notifications

• "Add template" - button to save message content to templates. After clicking, a dialog box will open with filled template fields

Message templates

The module contains message templates, to view the available templates click on "Message Template" in the module menu

To create a new template, select a model and write your own message

Message

The "Message" field contains functionality similar to e-mail templates. To add message elements, you need to write the command "/" in the input field, after which a corresponding window with additional message elements will appear

An example of creating your own message based on the functions of the "/" command:

The created message can be added to templates:

As a result, a message was received after creating a contact card

To use the model field in the message, you need to write the command "/" and select the item "Dynamic placeholder"

Next, a window with available model fields will open

Some useful information about notifications:

• Each message contains a link to the created model. By clicking on "Link to model" you can easily go to the model card
• If the user is in the Odoo system window and the notification condition is met, a chat will automatically open with a message about the action
  
• If the user is in the Odoo system, but the window is not active, then a system notification will be received
  
• In case the system notifications are not working, make sure that the permission to receive system notifications is enabled in the browser settings