How to install the Automation Rules in Odoo:
Topics covered:
- About
- Steps to Install the Automation Rules.
About:
The Automation Rules in Odoo must be installed for all the CRM administrators at the time of onboarding. This module allows for the implementation of automation rules for any object.
Steps to Install Automation Rules:
Follow these steps to install Automation Rules in Odoo.
Step 1: Log in to your Odoo account and click My Database.
Step 2: Click Connect.
Step 3: After clicking on the connect button, you will be directed to the menu page of Odoo. On this page, click on Apps.
Step 4: Following that, your screen will display every app that is available across all categories. Define your search “Automation Rules” on the search bar.
Step 5: Click on the available search suggestion.
Step 6: In search results, you will find the Automation Rules app. Click on the Install button.
Step 7: You will be able to onboard once the Automation Rule has been installed.