[IMP] marketing: sms essentials automation rule v17

closes odoo/documentation#8980

X-original-commit: a443e6b9d1
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>

content/applications/marketing/sms_marketing/essentials/sms_essentials.rst

@@ -61,8 +61,7 @@ will be sent. By default, Odoo has :guilabel:`Mailing List` selected. If this is
    Odoo displays all previously created mailing lists, along with various types of data related to
    that specific list (e.g. number of contacts, mailings, recipients, etc.).
 
-   To learn more about mailing lists and contacts, check out
-   :doc:`mailing_lists_blacklists`
+   To learn more about mailing lists and contacts, check out :doc:`mailing_lists_blacklists`.
 
 .. image:: sms_essentials/sms-mailing-list.png
    :align: center
@@ -176,6 +175,82 @@ is visualized as different graphs and charts, which can be sorted and grouped in
    :align: center
    :alt: Reporting page in SMS Marketing.
 
+.. tip::
+   SMS messages can be sent using automation rules in Odoo. Odoo *Studio* is required to use
+   automation rules.
+
+   To install Odoo *Studio*, go to the :menuselection:`Apps application`. Then, using the
+   :guilabel:`Search...` bar, search for `studio`.
+
+   If it is not already installed, click :guilabel:`Install`.
+
+   Adding the *Studio* application upgrades the subscription status to *Custom*, which increases the
+   cost. Consult `support <https://www.odoo.com/contactus>`_, or reach out to the database's
+   customer success manager, with any questions on making the change.
+
+   To use automation rules, navigate in :ref:`developer mode <developer-mode>`, to
+   :menuselection:`Settings app --> Technical menu --> Automation section --> Automation Rules`.
+   Then, click :guilabel:`New` to create a new rule.
+
+   Enter a name for the automation rule, and select a :guilabel:`Model` to implement this rule on.
+
+   Based on the selection for the :guilabel:`Trigger`, additional fields will populate below. Set
+   the :guilabel:`Trigger` to one of the following options:
+
+   :guilabel:`Values Updated`
+
+   - :guilabel:`User is set`
+   - :guilabel:`State is set to`
+   - :guilabel:`On archived`
+   - :guilabel:`On unarchived`
+
+   :guilabel:`Timing Conditions`
+
+   - :guilabel:`Based on date field`
+   - :guilabel:`After creation`
+   - :guilabel:`After last update`
+
+   :guilabel:`Custom`
+
+   - :guilabel:`On save`
+   - :guilabel:`On deletion`
+   - :guilabel:`On UI change`
+
+   :guilabel:`External`
+
+   - :guilabel:`On webhook`
+
+   Other options may appear based on the :guilabel:`Model` selected. For example if the
+   :guilabel:`Calendar Event` model is selected, then the following options appear in addition to
+   those above:
+
+   :guilabel:`Email Events`
+
+   - :guilabel:`On incoming message`
+   - :guilabel:`On outgoing message`
+
+   Under the :guilabel:`Before Update Domain` field, set a condition to be met before updating the
+   record. Click :guilabel:`Edit Domain` to set record parameters.
+
+   Under the :guilabel:`Actions To Do` tab, select :guilabel:`Add an action`. Next, in the resulting
+   :guilabel:`Create Actions` pop-up window, select :guilabel:`Send SMS`, and set the
+   :guilabel:`Allowed Groups`. :guilabel:`Allowed Groups` are the access rights groups that are
+   allowed to execute this rule. Leave the field empty to allow all groups. See this documentation:
+   :ref:`access-rights/groups`.
+
+   Next, set the :guilabel:`SMS Template` and choose whether the SMS message should be logged as a
+   note, by making a selection in the drop-down menu: :guilabel:`Send SMS as`. Click
+   :guilabel:`Save and Close` to save the changes to this new action.
+
+   .. image:: sms_essentials/automation-rule-sms.png
+      :align: center
+      :alt: Automation rule template with rule to do, SMS template and log as note highlighted.
+
+   Add any necessary notes under the :guilabel:`Notes` tab. Finally, navigate away from the
+   completed automation rule, or manually save (by clicking the :guilabel:`☁️ (cloud)` icon), to
+   implement the change.
+
 .. seealso::
    - :doc:`sms_campaign_settings`
    - :doc:`mailing_lists_blacklists`
+   - :doc:`../../../essentials/in_app_purchase`