How can you share calendars and set up scheduling rules in Odoo 17?

SHARING CALENDARS MADE EASY

With Odoo 17, sharing calendars with your team is straightforward. Here’s how you do it :

1) Sharing a Calendar

Go to Calendar > Calendars.

Click on the calendar you want to share.

Hit the Share button, select the users and click Share again.

2) Using Joint Calendar

This feature in Odoo helps create departmental calendars easily, keeping everyone in the loop​.

3) Syncing Appointments

Sync your Odoo appointments with Google or Microsoft Calendars, so you never miss any important dates​​.

SETTING UP SCHEDULING RULES – AUTOMATING YOUR SCHEDULES

Odoo 17 allows you to set up rules to automate your scheduling. Here’s how to do it :

1) Creating a Rule

 Navigate to Calendar > Settings > Scheduling Rules.

 Click on Create, fill in the details, and hit Save.

2) Configuring the Rule

Customize the rule settings as per your needs. For example, set up a rule to schedule a follow-up call with a customer after a week of purchase.

Example of a Scheduling Rule:

Automate a weekly team meeting or set a reminder for a follow-up call. It’s all about making scheduling effortless.

CODING EXAMPLE FOR TECH-SAVVY USERS

For those who enjoy coding, here’s a simple example to create a scheduling rule in Odoo 17 :

python
from odoo import models, fields
class MySchedulingRule(models.Model):
_name = ‘my.scheduling.rule’
name = fields.Char(‘Name’)
description = fields.Text(‘Description’)
rule_type = fields.Selection([(‘create_event’, ‘Create Event’), (‘send_email’, ‘Send Email’)], string=’Rule Type’)
def run(self):
# Your scheduling rule logic here

At Pragmatic Techsoft, we excel in helping businesses transition to newer versions of Odoo smoothly. With a rich history of successful migrations, we ensure your business operations remain updated and efficient.

Odoo 17’s calendar and scheduling features are designed to simplify your daily tasks, keeping you and your team organized. 

Stay tuned to our website and blogs for more insights on Odoo 17 and discover how it can streamline your operations.