Custom KPIs for Digest Emails | Getting Started
In this video, learn how to create custom KPIs and implement them in your periodic digest emails with Odoo Studio!
0:00 - Intro
0:53 - Digest Email Backend
1:51 - Create a Custom KPI Field
3:37 - Models, Fields, and Code
6:21 - Demo
8:24 - Conclusion
**Check out more Odoo tutorials**
- Studio playlist: https://www.youtube.com/watch?v=LsatXuSWhR0&list=PL1-aSABtP6ADrLdkRuSAuLPd7qqql4T8c
**App documentation**
- Digest Emails: https://www.odoo.com/documentation/18.0/applications/general/companies/digest_emails.html
**See what Odoo can do for you!**
- Schedule a demo: https://www.odoo.com/r/dG48
- Start a free trial: https://www.odoo.com/r/y6C
The code we are using today (note: angled brackets are not allowed in youtube so make sure you replace the words AND the dashes below with the actual symbols for 'greater than or equal to'):
self._calculate_company_based_kpi("crm.lead",
"x_studio_kpi_big_opportunities_value",
date_field="create_date",
additional_domain=[
('type', '=', 'opportunity'),
('expected_revenue', 'greater-than-or-equal', 10000),
])
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1.
What are the two fields you need to create in Odoo Studio to add a custom KPI to digest emails?
2.
Where do you go to input custom code into an Odoo Studio field?
3.
Where do you configure the recipients for digest emails?