Change 1 of 9
Automation rules: activity plans
Trigger activity plans through automations.
Official Odoo 20 release note
In plain words
An automation rule's Create Activity action can now launch a whole Activity Plan, a preset series of activities such as Onboarding, instead of only a single activity.
Where to find it
- Settings > Technical > Automation Rules, open or create a rule.
- Add an action of type Create Activity, then choose an Activity Plan instead of a single Activity Type.
For users
One automation rule can schedule a full plan of activities, possibly for several people, instead of one activity for one person.
For developers
ir.actions.server's Create Activity action gains an activity_plan_id and a plan mode alongside the existing single activity_type_id, reusing the same scheduling logic as the Launch Plan button on a record.
Upgrading from Odoo 19
No migration impact; existing single-activity automations keep working unchanged.
