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  1. APPS
  2. Workflow
  3. Approval Workflow Engine | Multi-Step Workflow & Approval Automation v 16.0
  4. Sales Conditions FAQ

Approval Workflow Engine | Multi-Step Workflow & Approval Automation

by Aztek Computers https://www.aztekcomputers.com
Odoo

$ 23.61

v 16.0 Third Party 4
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Employees (hr)
Lines of code 26243
Technical Name base_workflow_wf
LicenseOPL-1
Websitehttps://www.aztekcomputers.com
Versions 16.0 17.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Employees (hr)
Lines of code 26243
Technical Name base_workflow_wf
LicenseOPL-1
Websitehttps://www.aztekcomputers.com
Versions 16.0 17.0
  • Description
  • License
Odoo Workflow Automation

Stop Chasing Approvals.
Automate Everything.

The most powerful, flexible, and easy-to-use multi-step approval workflow engine for any Odoo version. Configure in minutes. Works on any model. Zero code.

16+
Features
100%
No Code
Any
Odoo Model
All
Editions
Certified for Community Enterprise Odoo.sh On-Premise
Works with any document type Purchase Orders Invoices & Bills HR Requests Leave Requests Expense Reports + Any Custom Model

The Problem

Does Any of This Sound Familiar?

These are the approval nightmares this module was built to permanently eliminate

📫

Endless Email Chains

"Did you approve this?" Approvals vanish in inboxes. Decisions never get recorded. Everyone chases everyone — and nothing moves forward.

🕐

Bottlenecks & Missed Deadlines

Requests sit idle for days with no one notified, no escalation, and no visibility. Business grinds to a halt waiting on a single person.

🔎

Zero Audit Trail

Who approved this? When? With what justification? No records means no compliance, no governance, and no way to investigate later.

Dynamic Workflow Engine eliminates all of this — inside Odoo, automatically, from day one.

The Solution

What is Dynamic Workflow Engine?

A fully configurable multi-step approval & automation platform built natively for Odoo. Design approval stages, assign approvers by role or group, trigger automatic actions, lock document fields, send real-time notifications — all from a simple point-and-click interface. No developer needed. No customisation project. Just install and go.

✓
Multi-Step Approvals
✓
Auto Notifications
✓
Complete Audit Trail
✓
Delegation & Escalation
✓
Bulk Processing
✓
Zero Code Required

Full Feature Set

16+ Powerful Features

One module. Complete approval management. Every use case covered.

Multi-Step Approval Stages

Build approval chains with unlimited stages — sequential, parallel, or mixed. Each stage is independently configured with its own approvers, conditions, and automated actions triggered on completion.

Dynamic Approver Assignment

Route to the right person every time. Assign approvers by specific user, security group, or a dynamic field on the document — e.g. the department manager, project lead, or CEO — auto-resolved at runtime.

Automated Email Notifications

Zero manual follow-up — ever. Fully customisable automated alerts fire on submission, each stage transition, approval, rejection, and escalation. Every stakeholder stays informed in real time, automatically.

Sequential & Parallel Flows

Require one approver or all approvers per stage. Chain stages in sequence or let multiple approvers work simultaneously. Any combination is possible — configured through a simple form, no code needed.

Approve / Reject / Return

Four clear actions for every scenario: Approve to advance, Reject with a mandatory written comment, Return to the submitter for correction, or Escalate to a senior approver. Full flexibility.

Bulletproof Audit Trail

Every decision — who acted, when, and with what comment — is timestamped and automatically logged in Odoo's native chatter. Full compliance evidence without any manual effort. Ready for any audit, any time.

Bulk Approval Processing

Month-end backlog? Select all pending records and approve in one click. The bulk engine processes high volumes in seconds — what used to take hours now takes ten seconds. Each action still logged individually.

Smart Approval Delegation

Going on leave? Set a backup approver for a specific date range. The system auto-activates delegation on the start date, routes all your approvals to them, and automatically reverts when you return. Work never stops.

Live Approval Status Widget

A real-time visual progress bar is embedded directly on every document's form view. See the current stage, who has acted, and who is pending — all without leaving the document. Works on any Odoo model.

Conditional Stage Logic

Define domain-filter rules to automatically skip or enforce stages based on document values. For example: only require the CFO stage when the amount exceeds a threshold. Smart routing, zero manual intervention.

Automatic Field Locking

Prevent unauthorised edits while a workflow is in progress. Configured fields are locked the moment a workflow is submitted and unlock instantly when the request is rejected, returned, or completed.

SLA Deadlines & Auto-Escalation

Set a time limit on any stage. If the approver doesn't act within the SLA window, the system automatically sends a reminder and escalates to the designated manager. Nothing ever gets stuck silently.

Unlimited Flexibility

Build Any Workflow. Your Way.

Every organisation has different approval rules. Dynamic Workflow Engine adapts to yours — not the other way around. Route by hierarchy, department, amount, or any field on any form. No developer required.

◊

Organisational Hierarchy

Route approvals up your org chart automatically. The engine resolves the correct approver at runtime based on the document's owner — no manual assignment needed.

✓  Direct line manager
✓  Department head
✓  CEO / Board level
✓  Any custom management level
≃

Amount & Value Conditions

Define thresholds on any numeric field. Invoices under SAR 5,000 go to the supervisor; over SAR 50,000 require the CFO. The engine enforces it automatically, every time.

✓  Invoice / PO total amount
✓  Budget or credit limits
✓  Quantity, discount %, or margin
✓  Any numeric field on any model
▷

Any Form Field Condition

Use Odoo domain filters to trigger or skip stages based on any field — department, product category, customer type, country, priority, and more. Total flexibility.

✓  Department or team
✓  Product category or type
✓  Customer, vendor, or country
✓  Any field on any Odoo model

Workflow Chain Builder

Combine Any Conditions Into One Powerful Chain

Mix and match routing types across stages. Stage 1: department manager. Stage 2: only if amount > SAR 10,000, route to Finance Director. Stage 3: CFO sign-off for international vendors only. Every stage is independently configured — any combination is valid.

✓  Sequential chains ✓  Parallel multi-approver ✓  Conditional skip/enforce
✓  Mixed routing types ✓  Unlimited stages ✓  Zero code required
Stage 1
Dept. Manager
↓
if amount > 10,000
Stage 2
Finance Director
↓
if vendor is international
Stage 3
CFO Sign-off

Real Impact

Measurable Results From Day One

80%

Faster Approvals

Replace multi-day email chains with same-hour automated workflows. Approvers are notified instantly and can act from anywhere.

100%

Audit Compliance

Every decision is recorded automatically — who approved, when, and why. Always ready for internal reviews or external audits.

Zero

Missed Requests

Auto-escalation, smart delegation, and SLA reminders ensure every single request is acted on. Nothing falls through the cracks.

Detailed Product Tour

See Every Feature in Action

Real screenshots — exactly what your team will use every day

Odoo Personal Approval Dashboard
PERSONAL DASHBOARD

Your Personal Approval Command Centre

Every team member gets a dedicated personal dashboard showing every pending approval task assigned to them — across all workflows, all models, and all departments. No more checking multiple documents or opening emails. Your complete workload, front and centre, always up to date.

✓All pending requests in one unified view
✓Filter and sort by urgency, category, or date
✓One click opens the full source document
ADMIN CENTRE

Total Administrative Control

Managers get a bird's-eye view of every active workflow across every department. Instantly identify who is blocking what, how long items have been waiting, which approvers are overloaded — then act immediately to unblock it.

✓Full cross-department visibility in real time
✓Override, re-assign, or escalate any request
✓Monitor SLA compliance and team workload
Odoo Workflow Admin Control Centre
Odoo One-Click Document Navigation for Approvals
INSTANT ACCESS

One Click to Any Document

Tap any item in the dashboard and you land directly on the source document — with all data fully visible and the approval action buttons right there. No navigating through menus. From dashboard to decision in a single click.

✓Direct deep-link to source document
✓Approve or reject without switching screens
✓All document fields visible for informed decisions
CATEGORY DASHBOARDS

Department-Focused Views

Group workflows into categories by department or business unit. HR sees only HR requests. Finance sees only financial approvals. Each team gets a clean, focused view — no noise, no confusion, no irrelevant items cluttering the screen.

✓Unlimited categories — one per team or more
✓Role-based access control per category
✓Each team sees exactly what matters to them
Odoo Workflow Category Dashboard by Department
Odoo Smart Approval Delegation System
SMART DELEGATION

Work Never Stops When You're Away

Set a delegation before you leave — choose your backup approver and your absence dates. The system auto-activates on day one, routes all your approvals to your delegate, and automatically reverts to you the moment you return. No manual intervention ever needed.

✓Set any start and end date range
✓Automatically activates and expires
✓Complete audit trail maintained throughout
STATUS WIDGET

Always Know Where Things Stand

A live approval progress widget is embedded directly on every document's form view. At a glance: current stage, colour-coded status, who has already acted, and who is still pending. Click it to open the full decision history. Works on every Odoo model automatically.

✓Embedded on every document form view
✓Colour-coded: pending, approved, rejected
✓Click to open full decision history
Odoo Approval Status Widget on Document Form
Odoo Bulk Approval Processing
BULK PROCESSING

50 Approvals in 10 Seconds

High-volume days — month-end invoices, payroll, mass purchase orders — used to mean hours of clicking. Now: open the dashboard, select all, click Approve. Done. The bulk engine processes every record simultaneously. Each action is still individually timestamped and logged in the audit trail.

✓Multi-select any number of records
✓Apply approve or reject to all in one action
✓Every record individually logged in audit trail
DECISION ACTIONS

The Right Action for Every Situation

Not every approval is a simple yes or no. Approvers get the full toolkit: approve and advance, reject with a mandatory written justification, return to the submitter with specific correction requests, or escalate to a higher authority. Every action is permanently traceable.

✓Approve → advance to next stage instantly
✓Reject with mandatory written comment
✓Return to submitter for specific revision
Odoo Approve Reject Return Action Options

Use Cases

Works Across Every Department

One engine, infinite use cases — configure any approval process in minutes

Human Resources

Leave requests, recruitment approvals, contracts, promotions, policy exceptions, and training authorisations — all automated.

Leave · Recruitment · Contracts

Finance & Accounting

Multi-level invoice approvals with value thresholds, expense claims, budget exceptions, and credit note authorisations.

Invoices · Expenses · Budgets

Procurement

Purchase order approvals with amount-based routing, vendor onboarding, RFQ sign-off, and supplier contract reviews.

PO · RFQ · Vendor Approval

Sales & Operations

Discount approvals, custom order sign-offs, credit limit exceptions, contract reviews, and project authorisations.

Discounts · Contracts · Orders

Enterprise Power

Advanced Capabilities

Enterprise-grade intelligence under a simple no-code interface

Conditional Stage Logic

Define Odoo domain filters to automatically skip or enforce stages based on any document field. Smart routing with zero manual intervention.

Automatic Field Locking

Prevent edits while a workflow is active. Fields lock on submission and unlock instantly on rejection or completion. Full data integrity guaranteed.

SLA Deadlines & Escalation

Time-limit any stage. Overdue items trigger automatic reminders and escalate to the designated manager — nothing gets stuck silently.

Reports & Analytics

Track approval cycle times, identify bottleneck stages, measure approver response rates, and report on overall workflow performance.

Parallel Multi-Approver Stages

Require sign-off from multiple people within a single stage simultaneously. Set "any one" or "all must approve" rules per stage.

Native Odoo Chatter Log

Every workflow event logged automatically in the Odoo chatter on the source document. No separate tool needed — everything in one place.

Quick Setup

Live in 3 Simple Steps

No developers. No consultants. No training required.

1

Create Your Workflow

Give it a name, select the Odoo model it applies to — any model — and add your stages. Each stage gets its own name, approvers, and settings.

2

Configure Approvers

Assign approvers by user, group, or dynamic field. Set sequential or parallel order, require one or all, and configure notifications for each stage.

3

Activate & Go Live

Activate. Users submit. Approvers get notified. The engine tracks every stage, escalates when needed, and logs everything — fully automatic.

Side-by-Side Comparison

Before vs. After

This is what your team experiences from day one of installation

Feature / Challenge
✘ Without Module
✔ With Dynamic Workflow
Approval Tracking
Knowing where requests stand
Manual emails & spreadsheets Real-time automatic tracking
Approver Notifications
Alerting the right person at the right time
Manual follow-up & phone calls Instant automated email alerts
Audit Trail & Compliance
Recording who approved what and when
None — or scattered in emails Full timestamped log in Odoo chatter
Missed & Forgotten Requests
Requests that fall through the cracks
Happens constantly Impossible — SLA & escalation built in
Approval Steps & Routing
Multi-level, conditional approval chains
Not possible without custom dev Unlimited stages, configured in minutes
Delegation When Absent
Continuity during leave or travel
Work stops — no system in place Auto-delegated, date-limited, seamless
Bulk Approval Processing
Handling high-volume approval days
Open & approve one by one Select all & approve in one click
Document Field Locking
Preventing edits during approval
Anyone can edit at any time Auto-locked on submit, unlocked on completion
SLA & Deadline Enforcement
Ensuring timely decisions
No time limits, no escalation Configurable SLA with auto-escalation
Cross-Department Visibility
Managers seeing all pending items
No central view — ask individually Unified admin dashboard, real-time
Conditional Approval Logic
Routing based on amount, dept, or data
Requires developer customisation Domain filter rules, no code needed
Setup & Go-Live Time
Time from decision to live workflow
Weeks — requires IT & development Under 15 minutes — zero code
The bottom line: Dynamic Workflow Engine replaces chaos with clarity — every approval is tracked, notified, enforced, and recorded, automatically, from the moment you install it.

Why Us

Why Teams Choose Dynamic Workflow Engine

Built by Odoo experts. Trusted by businesses across the region.

Live in Minutes

Install, configure your first workflow, and go live — no developers, no implementation project, no training sessions needed.

One Engine, Every Model

Sales orders, invoices, HR, procurement, custom models — one module handles all. No separate tool for each department.

Expert Support

Real Odoo experts, fast responses. We help you configure correctly and make it work perfectly for your exact business processes.

Actively Maintained

Regular updates, new features, and compatibility with every new Odoo version. We invest continuously so you always have the best version.

Get Started Today

Ready to Transform
Your Approval Process?

Join businesses that have permanently eliminated approval bottlenecks, email chains, and missed deadlines. Buy now, or contact us for a free personalised demo.

Email Us
info@aztek.com
WhatsApp
+966 509 134 503
Website
www.aztek.com
Aztek Computers

Dynamic Workflow Engine  ·  Odoo Approval & Workflow Automation  ·  OPL-1 License

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