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Odoo Community Association

Mail Activity Plan Domain

Beta License: AGPL-3 OCA/mail Translate me on Weblate Try me on Runboat

This module extends Odoo's activity plan feature with domain-based filtering at two levels:

Plan domain

Each activity plan gains a Domain field. Only records matching this domain will have the plan available in the scheduling wizard (mail.activity.schedule). This lets you restrict plans to, for example, company-type partners or records in a specific stage.

Template domain

Each line of an activity plan (template) gains its own Domain field. When executing a plan, activities whose template domain does not match the target record are silently skipped. This allows a single plan to cover heterogeneous records while still generating only the relevant activities per record.

Notes

  • The error preview shown in the scheduling wizard (missing responsible, etc.) deliberately ignores template domains so that all potential configuration issues remain visible.
  • When scheduling a plan on multiple records, execution is serialized record by record so that each record is evaluated independently against both plan and template domains.
  • Domain syntax follows the standard Odoo domain format, e.g. [('is_company', '=', True)].

Table of contents

Usage

To use this module:

  1. Go to Discuss > Configuration > Activity Plans.
  2. Open or create an activity plan.
  3. In the Domain field, set the domain that records must match for this plan to appear in the scheduling wizard (e.g. [('is_company', '=', True)] to restrict the plan to company-type partners). Leave empty or use [] to apply to all records.
  4. In the plan lines, each activity template also has its own Domain field. Set it to skip that activity for records that do not match (e.g. [('is_company', '=', False)] to schedule an activity only for individual contacts). Leave empty or use [] to always schedule the activity.

When scheduling a plan from a record, only plans whose Domain matches that record will be listed. During execution, activities whose template domain does not match the record are silently skipped.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Tecnativa

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/mail project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.