[ADD] website_event_crm: create leads from attendees
PURPOSE Introduce an automated tool to create leads from event registrations. Events are a powerful source of leads as they attract attention. This leads to leads with good quality as they mark interest while gathering contact information which allows to follow-up. This merge aims at automating this process by automatically creating leads based on user-defined rules. SPECIFICATIONS Display group-based option for rules as registrations can now be created by group. LINKS Task ID 2166679 PR #52334 Upgrade PR odoo/upgrade#1292 Co-Authored-By: Jérémy Hennecart <jeh@odoo.com> Co-Authored-By: Thibault Delavallée <tde@odoo.com>
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committed by
Thibault Delavallée
co-authored by
Thibault Delavallée
parent
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# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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{
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'name': 'Website Events CRM',
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'version': '1.0',
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'category': 'Website/Website',
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'website': 'https://www.odoo.com/page/events',
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'description': "Allow per-order lead creation mode",
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'depends': ['event_crm', 'website_event'],
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'data': [
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'views/event_lead_rule_views.xml',
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],
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'demo': [
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'data/event_crm_demo.xml',
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],
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'installable': True,
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'auto_install': True,
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}
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<?xml version="1.0"?>
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<odoo>
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<data>
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<!-- Event CRM Rule 1 -->
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<record id="event_lead_rule_1" model="event.lead.rule">
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<field name="name">Rule per order</field>
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<field name="lead_creation_basis">order</field>
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<field name="event_id" ref="event.event_0"/>
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<field name="lead_user_id" ref="base.user_demo"/>
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<field name="lead_tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor3')]),(6, 0, [ref('sales_team.categ_oppor6')])]"/>
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</record>
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</data>
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</odoo>
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<record id="event_lead_rule_view_tree" model="ir.ui.view">
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<field name="name">event.lead.rule.view.tree.inherit.website.event.crm</field>
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<field name="model">event.lead.rule</field>
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<field name="inherit_id" ref="event_crm.event_lead_rule_view_tree"/>
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<field name="arch" type="xml">
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<xpath expr="//field[@name='lead_creation_basis']" position="attributes">
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<attribute name="invisible">0</attribute>
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</xpath>
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</field>
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</record>
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<record id="event_lead_rule_view_form" model="ir.ui.view">
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<field name="name">event.lead.rule.view.form.inherit.website.event.crm</field>
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<field name="model">event.lead.rule</field>
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<field name="inherit_id" ref="event_crm.event_lead_rule_view_form"/>
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<field name="arch" type="xml">
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<xpath expr="//group[@name='lead_creation_basis']" position="attributes">
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<attribute name="invisible">0</attribute>
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</xpath>
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</field>
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</record>
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</odoo>
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