{"id":3236,"date":"2020-04-11T13:31:20","date_gmt":"2020-04-11T08:01:20","guid":{"rendered":"https:\/\/www.appjetty.com\/blog\/?p=3236"},"modified":"2024-12-13T14:30:19","modified_gmt":"2024-12-13T09:00:19","slug":"creating-server-actions-in-odoo-13-theme","status":"publish","type":"post","link":"https:\/\/www.appjetty.com\/blog\/creating-server-actions-in-odoo-13-theme\/","title":{"rendered":"Creating Server Actions in Odoo 13"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_74 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.appjetty.com\/blog\/creating-server-actions-in-odoo-13-theme\/#Server_Actions_Definitions_and_Types\" >Server Actions: Definitions and Types<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.appjetty.com\/blog\/creating-server-actions-in-odoo-13-theme\/#Update_the_Record\" >Update the Record<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.appjetty.com\/blog\/creating-server-actions-in-odoo-13-theme\/#In_a_Nutshell\" >In a Nutshell<\/a><\/li><\/ul><\/nav><\/div>\n<div style=\"text-align: justify;\">\n<p><span style=\"font-weight: 400;\">Server actions like creating a record, executing several actions, etc. can enable customers to <a href=\"https:\/\/www.appjetty.com\/blog\/odoo-13-expectations-predictions\/\">meet their requirements in Odoo 13<\/a>. So, let\u2019s understand this functionality in detail and how to use various parameters in server actions accordingly.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Before we proceed to discuss all server actions in detail, it is important to understand what server actions actually are.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Server_Actions_Definitions_and_Types\"><\/span><b>Server Actions: Definitions and Types<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Server actions are actions that can be executed automatically. As an Odoo admin, under the \u2018Technical\u2019 menu comes the Actions -&gt; Server Actions option. However, for the \u2018Technical\u2019 menu to be visible, you need to activate the \u2018Developer\u2019 mode first.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To activate the \u2018Developer\u2019 mode, refer to this screenshot.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-3256\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/04\/New-Odoo.png\" alt=\"New - Odoo\" width=\"1425\" height=\"749\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/04\/New-Odoo.png 1425w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/04\/New-Odoo-1022x537.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/04\/New-Odoo-768x404.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/04\/New-Odoo-300x158.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/04\/New-Odoo-1024x538.png 1024w\" sizes=\"auto, (max-width: 1425px) 100vw, 1425px\" \/><\/p>\n<p>After activating the &#8216;Developer Mode&#8217;, you will find the &#8216;Server Actions&#8217; menu.<\/p>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-3240\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/04\/Server-Actions-Odoo.png\" alt=\"Server Actions - Odoo\" width=\"1425\" height=\"749\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/04\/Server-Actions-Odoo.png 1425w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/04\/Server-Actions-Odoo-1022x537.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/04\/Server-Actions-Odoo-768x404.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/04\/Server-Actions-Odoo-300x158.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/04\/Server-Actions-Odoo-1024x538.png 1024w\" sizes=\"auto, (max-width: 1425px) 100vw, 1425px\" \/><\/p>\n<div style=\"text-align: justify;\">\n<p><span style=\"font-weight: 400;\">If you use any <a href=\"https:\/\/www.odoo.com\/apps\/themes\/13.0\/theme_scita\/\">Odoo 13 theme<\/a> or app, you can define a server action for a complex and long task like \u201cProduct Website Published.\u201d<\/span><\/p>\n<p><span style=\"font-weight: 400;\">There are two ways to create a server action.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">&#8211; Using code<\/span><\/p>\n<p>&#8211; Using user interface (GUI)<\/p>\n<p><strong>Below are some available server actions:<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">&#8211; Update the record<\/span><\/p>\n<p><span style=\"font-weight: 400;\">&#8211; Create a new record<\/span><\/p>\n<p><span style=\"font-weight: 400;\">&#8211; Execute Python code<\/span><\/p>\n<p><span style=\"font-weight: 400;\">&#8211; Execute several actions<\/span><\/p>\n<p><span style=\"font-weight: 400;\">&#8211; Send Email<\/span><\/p>\n<p><span style=\"font-weight: 400;\">&#8211; Add Followers<\/span><\/p>\n<p><span style=\"font-weight: 400;\">&#8211; Create the next activity<\/span><\/p>\n<p><span style=\"font-weight: 400;\">&#8211; Send SMS<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Though all of these server actions are quite important, one of the server actions that you often need to create is \u2018Update the Record\u2019. Let\u2019s understand this server action in detail and how to use it.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Following that, we will explain the rest of the server actions in brief as well. <\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Update_the_Record\"><\/span><b>Update the Record<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Let\u2019s take a real-life scenario to understand the use of this server action.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you handle a website that has lots of products and wish to publish all the products in one go, you can simply define a server action with \u201cUpdate the Record\u201d.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Now, create a record for \u2018Server Actions\u2019.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-3242\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/04\/Product-Published-Odoo.png\" alt=\"\" width=\"1282\" height=\"669\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/04\/Product-Published-Odoo.png 1282w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/04\/Product-Published-Odoo-1022x533.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/04\/Product-Published-Odoo-768x401.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/04\/Product-Published-Odoo-300x157.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/04\/Product-Published-Odoo-1024x534.png 1024w\" sizes=\"auto, (max-width: 1282px) 100vw, 1282px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Add the following details:<\/span><\/p>\n<p><b>&#8211; Model<\/b><span style=\"font-weight: 400;\"> &#8211; Model linked to the action<\/span><\/p>\n<p><b>&#8211; Action to do <\/b><span style=\"font-weight: 400;\">&#8211; Select the action \u2018Update the Record\u2019<\/span><\/p>\n<p><b>&#8211; Field &#8211;<\/b><span style=\"font-weight: 400;\"> Specify the field you need to update.<\/span><\/p>\n<p><b>&#8211; Evaluation Type &#8211; <\/b><span style=\"font-weight: 400;\">This is the type to be updated and is of three types &#8211; value, reference and python expression\u00a0<\/span><\/p>\n<p><b>&#8211; Value &#8211;<\/b><span style=\"font-weight: 400;\"> It specifies the \u2018Value\u2019 field as a literal value.<\/span><\/p>\n<p><b>&#8211; Reference &#8211; <\/b><span style=\"font-weight: 400;\">Allows you to select the existing values in the \u2018Record\u2019 field.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Now add your server action to the related object via the \u2018Create Contextual Action\u2019 button. After you add this button, you will see that the menu appears under the \u2018Action\u2019 button of the related objects. In this case, the related object will be \u201cProducts\u201d.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-3239\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/04\/Odoo.png\" alt=\"\" width=\"1282\" height=\"669\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/04\/Odoo.png 1282w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/04\/Odoo-1022x533.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/04\/Odoo-768x401.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/04\/Odoo-300x157.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/04\/Odoo-1024x534.png 1024w\" sizes=\"auto, (max-width: 1282px) 100vw, 1282px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Below are the several other types of server actions that you can create similarly:<\/span><\/p>\n<p><b>Send Email: <\/b><span style=\"font-weight: 400;\">Using this server action, you can send emails to your partners.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><b>Add Followers: <\/b><span style=\"font-weight: 400;\">Using this server action, you can add <a href=\"https:\/\/earthweb.com\/buy-instagram-followers\/\" target=\"_blank\" rel=\"noopener\">followers<\/a> and channels.<\/span><\/p>\n<p><b>Execute Python: <\/b><span style=\"font-weight: 400;\">Using this server action, you can execute a block of python code. <\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><b>Send SMS\/Text Message: <\/b><span style=\"font-weight: 400;\">Using this server action, you can send text messages in bulk<\/span> <span style=\"font-weight: 400;\">to your business partners and customers.<\/span><\/p>\n<p><b>Create Next Activity: <\/b><span style=\"font-weight: 400;\">Using this server action, you can create the next activity. For instance, if you have a meeting with a client, you can create an activity \u2018Meeting\u2019 and specify its due date.<\/span><\/p>\n<p><b>Execute Several Actions: <\/b><span style=\"font-weight: 400;\">Using this server action, you can perform several server actions at a time.<\/span><\/p>\n<p><b>Create a New Record: <\/b><span style=\"font-weight: 400;\">Using this server action, you can create a new record. <\/span><span style=\"font-weight: 400;\">But for that, you need to specify the model you want to create the record in.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"In_a_Nutshell\"><\/span><b>In a Nutshell<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Defining server actions in an Odoo 13 theme or app helps users create or update a\u00a0 record, create an activity, etc. enabling them to meet their requirements.<\/span><\/p>\n<div class=\"blg-content\">\n<div class=\"clearfix\">\n<div id=\"scroll_top\" class=\"grid_9\">\n<div class=\"blg-right-content blog-main-content\">\n<p><em>All product and company names are trademarks\u2122, registered\u00ae or copyright\u00a9 trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.<\/em><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Server actions like creating a record, executing several actions, etc. can enable customers to meet their requirements in Odoo 13. So, let\u2019s understand this functionality in detail and how to use various parameters in server actions accordingly. Before we proceed to discuss all server actions in detail, it is important to understand what server actions&hellip; <a class=\"more-link\" href=\"https:\/\/www.appjetty.com\/blog\/creating-server-actions-in-odoo-13-theme\/\">Continue reading <span class=\"screen-reader-text\">Creating Server Actions in Odoo 13<\/span><\/a><\/p>\n","protected":false},"author":23,"featured_media":3243,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"","_yoast_wpseo_metadesc":"","_yoast_wpseo_opengraph-title":"","_yoast_wpseo_opengraph-description":"","_yoast_wpseo_opengraph-image":"","_yoast_wpseo_twitter-title":"","_yoast_wpseo_twitter-description":"","_yoast_wpseo_twitter-image":"","inline_featured_image":false,"footnotes":""},"categories":[60],"tags":[],"class_list":["post-3236","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-odoo","entry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Creating Server Actions in Odoo 13 - AppJetty<\/title>\n<meta name=\"description\" content=\"Server actions like creating a record, executing several actions, etc. can enable customers to meet their requirements in Odoo 13. 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