Automated Task E-mails for OpenERP Project Management
'Automated Task E-mails' is a functionality developed by Zesty Beanz for Automating Task notification emails in OpenERP Project Management. The functionality is achieved as a separate module by extending the project managemnet module in OpenERP.
Task E-mails(zb_task_emails)
Module : zb_task_emails
Name : Task E-mails
Version : 6.0.1.0
Author : Zesty Beanz Technologies Pvt Ltd
Website : www.zbeanztech.com
Description
* This module allows users to receive notification e-mails, related to tasks in OpenERP Project Management.
* Notifications are sent to 'Assigned User' or 'Project Manager' upon various actions, changes and updates in a particular task
Dependencies
project
hr
smtpclient
Menus
Administration/Configuration/Sendmail Services/Email Templates
Views
* INHERIT email.smtpclient.form(form)
* INHERIT email.smtpclient.queue.form(form)
*INHERIT email.smtpclient.queue.tree(tree)
*INHERIT res.company.form.inherit1(form)
email.smtpclient.email.template.form(form)
email.smtpclient.email.template.tree(tree)
Description
'zb_task_emails' is an extention of the openerp module 'project'. It automates the email notifications related to a particular task. E-mails are sent using the module 'smtpclient'. An email is sent during the following occasions.
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Start Task : During the button action an e-mail is sent to the Assigned User. Copy to Project Manager
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Done : When a task is completed , e-mail sent to Project Manager. Copy to Assigned User
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Reactivate : On reactivating a task, e-mail sent to the Assigned User. Copy to Project Manager
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Pending : When a task is set to pending state, e-mail is sent to Project Manager. Copy to Assigned User
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Cancel: When a task is cancelled, e-mail is sent to Project Manager. Copy to Assigned User
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Task Description Changes: When the description of a task is changed, e-mail is sent to the Assigned User. Copy to Project Manager
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Task work entered or updated : When the users enter or modify work detials, e-mail is sent to Project Manager. Copy to Assigned User
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Task reassigned : When the task is handed over to another user, e-mail is sent to the newly Assigned User. Copy to Project Manager
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Ending date crossed : if a task has no entries in its 'Task Work', even after the ending date of the task, a warning mail is sent to Project Manager. Copy to Assigned User
Configuration
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Employee
Tasks are assigned to users in OpenERP. A user must be an employee to receive e-mail notification. So Create employess and relate them to users. Provide e-mail id in the 'Work E-mail' field of the employee. Automated task e-mails are sent to that particular email id. If an employee doesn't have a 'Work E-mail' , he won't receive notification emails for the tasks he belongs to.
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SMTP Server
Menu : 'Administration/Configuration/Sendmail Services/SMTP Servers'.
Create a new server with 'type' = 'task' (The field will be available only if the module 'zb_task_emails' is installed). You may check the following link to configure the server easily http://zbeanztech.com/?q=blog/sending-emails-openerp-using-module-smtpclient -
Email Templates
Menu : 'Administration/Configuration/Sendmail Services/Email Templates'.
Here we define the body of each type of emails with the help of merge fields. The OpenERP fields and corresponding merge fields are mentioned at the bottom of the form. We can define 9 'types' of template, like 'Task', 'Task(Completed)', etc.. You can't have more than one template of the same type. OpenERP will automatically choose the email body from any of these templates and send the the email, based on the action committed by the user.
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Task Warning Scheduler
Menu :'Administration/Configuration/Scheduler/Scheduled Actions'.
The scheduler checks the 'ending date' of all the tasks in state - 'In Progress', during every pre-defined interval. If the 'Task work' of any of these tasks are found to be empty, in one hour after the scheduled ending time, an email is sent to Project Manager and copy to Assigned User.
| Attachment | Size |
|---|---|
| zb_task_emails.zip | 13.61 KB |
I configured the 2 models as
I configured the 2 models as indicated by the post. So far so good.
The problem is that when I try to save or start a task, I get the following error:
* File "/ mnt / data / openerp / server / bin / addons / zb_task_emails.zip / zb_task_emails / project.py", line 85, in pm = tasks.project_id.user_id.id write AttributeError: 'NoneType' object has no attribute 'id'
Could you help me?
Thanks in advance,
Hey great module, thanks man.
Hey great module, thanks man. I was wondering I can't seem to get the URL at the bottom of the email sent to change to the ip address of the server instead of saying localhost. Have you got any ideas?
Follow the menu,
Follow the menu, "Administration>Companies>Companies". In the "configuration" tab of your company, there is a field, "webclient". Here you can change the url.
Hello, Your module is really
Hello,
Your module is really great, but I have problems with sending mail at the change of status.
The mails are sent only at opening and reopening of the activity.
I don't understand if I miss something in configuration (where I can do it) or if I must to add an action.
Thank you and good job.
Simone
one of the reasons is see, is
one of the reasons is see, is an emty list as an in put to the "To" field of the email. Make sure that, the users are employee and they have a work email in their record.
Is the module public
Is the module public available?
Where I can download it?
Thanks
@Mihai : very soon, we will
@Mihai : very soon, we will make it available for download in our site itself. If you want to get it before that, please provide your email id. I can mail it
Hi, Am interested in the task
Hi,
Am interested in the task email plugin, could you mail it to me please.
regards,
duncan
I have atached the module
I have atached the module along with this blog now. You may try it
Hello! We trying to use Your
Hello!
We trying to use Your module. We create simple task and we have next error - field Disclaimers is missing. After this cc_to fild missing, then bcc_to field missing. What is your problem.
Please help. After this we will upgrade your module and we can give newer version to You if You want. This is very useful functionality.