流程审批

by
Odoo
v 16.0 Third Party 28
Download for v 16.0 Deploy on Odoo.sh
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Employees (hr)
Discuss (mail)
Lines of code 4
Technical Name jwm_web_approval
LicenseOPL-1
Versions 16.0 15.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Employees (hr)
Discuss (mail)
Lines of code 4
Technical Name jwm_web_approval
LicenseOPL-1
Versions 16.0 15.0

odoo 审批流程模块,图形化流程配置,接入企业微信发送消息通知

由于odoo官方在12版本以后弃用了web_diagram模块,视图类型也就缺少了diagram类型;原生的审批模块又不够可视化, 所以就产生了开发一套可以图形化配置审批流,实现企业数字化审批,并且对接企业微信,将审批消息通知到个人, 提醒及时审批以及审批过程中的信息通知,模块实现会签,或签,转签,转阅等基本功能。 下面简单介绍下模块的使用

1.初始化审批流,定义需要审批的模型,以及审批中的一些额外配置


字段解释:

1. 审批完成前不显示其他功能按钮:审批完成前不允许用户看到表单的其他按钮,一切后续操作需要等待单据审批完成才能执行

2. A处,可编辑表单:审批中或审批完成后可编辑的字段,如果不配置,表单不允许编辑

3. B处,设置条件:可设置字段条件,满足条件的表单进入审批流程,如果不配置,默认所有表单都会进入审批流程

4. C处,抄送相关配置:可配置表单审批完成后将单据抄送给其他用户,通知模板可配置,优先使用此处模板,如果不配置,将采用固定语言


2. 绘制流程


默认创建【开始、结束】节点


点击【添加节点】

1. 审批模式:会签,节点所有审批人审批完成才跳转到下一节点;或签,主要有一个人审批完成就可以跳转到下一节点

2. 允许转签:允许当前审批人转签给其他用户审批


添加条件,生成不同的审批路径

3.首次发布

配置完成之后 ,点击【首次发布】,发布成功之后,再次点击【绘制流程】进入到图形界面时


是不允许添加节点,删除节点,必须点击【更新流程】后才能修改审批流程


并且修改后的审批流不影响系统已经提交审批的单据


4.下面我们提交一个休假进行审批

新建休假单据,只显示【提交审批】按钮


提交审批,显示审批流程节点详细信息在表单的下面,可取消审批,暂停审批,恢复审批


关联企业微信消息通知


审批,这里模拟都是审批通过,用户【经理1】登录系统,进入审批模块,点击待审批菜单


可转签给其他人,点击审批,同意,抄送消息通知

审批完成后,显示表单其他按钮

5. 其他一些看板:我的提交,转阅,转签,抄送

6.设置模块的消息通知

默认只使用odoo内部进行消息通知,如果需要配置企微消息,进行如下配置

7. 拉取企微用户,并和odoo用户表做关联


审批驳回不在这演示

模块可根据具体需求进行拓展开发

联系方式: 18815791798

邮箱: jj190214@163.com

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