Now a days Mailing mechanism is to fast for any communication. Here I would like to serve you how to send mail in Odoo (OpenERP) and how to use a custom templates for sending mail.
Required module for Installation:
First of all you need to configure outgoing email server.
For Outing Mail Servers:
Settings/Technical/Email/Outing Mail Servers
SSL Port 465
StartTLS Port 587
SSL Port 465
If you success to configure Odoo (Openerp) outgoing email server then lets see how to use a custom templates for sending mail.
Here First of all you need to install email_template module.This module is used to specify the format in which the email has to be send.
In templates need to set required field
Name : Name of the template
Applies to: Model to which the template is related [Ex: sale order]
Form: sender address
To: Destination mail address
Reply To : Preferred Reply address
Subject : Subject of the mail
Body : Body of the email [either plain text or an HTML format]
Add signature: predefine signature for all.
Main important feature of email_templates is dynamically value builder tab where you can fetch your required field from related document model and also use the field value in [Form,TO,Subject,Body] anywhere in mail template.
Field : Select field from Applies to model
In our Example:we select sale order modele in applies to so all sale order filed display here like [name, ref, company_id, partner_id, etc]
Sub-Model : When a relation field like many2one is selected, this field specify the Related model.
Example: partner_id is many2one field which related with res.partner
Sub-field : When a relation field is selected, this field let us select the target field inside the Sub-Model
Ex: In sub-model if you select partner_id than you can use all partner table field as sub field
Placeholder Expression : This is the resulting expression generated when the fields are selected in Dynamic Value Builder. This can be copy pasted in fields in email template.
In Advanced tab you can find this many field:
Language: language of the mail
Outgoing mail server: Outgoing Mail Server configured before
Auto Delete : Permanently delete the email after sending it to save space
Attachment: to attach files on email.
Preview: preview of mail_template
Add context action: this creates a links in [more] in the related document model form view which helps in sending email any time from the form view.
example: I have created a template for the sale.order and a link is created by clicking “Add Context action” button in template, a link will be created as shown below screen-shot:
When you click on this link, a wizard pops up using from which we can send email to clicking send button: