Scheduled Record Actions

Scheduled Record Actions

Schedule field updates and state changes weeks in advance

Customer success teams lose deals when follow-ups fall through the cracks. You promise a client you'll downgrade their plan in 60 days, then forget—until they're furious about the overcharge. Or an account manager needs to flip 50 leads to 'inactive' next quarter but has no reminder system.

Scheduled Record Actions lets you set future field updates or state changes on any record, then walks away. Pick the date, choose the field, set the new value. Odoo executes it automatically. Optional email reminders land in your inbox 1, 3, or 7 days before execution so nothing catches you off guard.

Typical use: scheduling contract downgrades (saves 4+ hours/month chasing manual updates), auto-archiving stale opportunities, flipping partner tiers on renewal dates. One operations manager reported eliminating 12 hours per quarter previously spent on spreadsheet-tracked status changes.

Schedule your next batch of record changes in under two minutes.

Details

• Odoo versions: 16, 17, 18, 19
• Dependencies: base
• License: LGPL-3
• Technical name: scheduled_record_actions
• Quality score: 90.5/100
• Source: GitHub