Approval Workflow Process
This module is a generic approval module for Odoo, designed to support user-defined approval workflows.
It can be applied to a wide range of approval processes that you need to incorporate into your system, such as Quotations approvals, Contract approvals, HR leave approvals, and any other modules requiring an approval process.
The module allows users to either define their own approvers or assign approvers based on the organizational structure within the system, such as the initiator's leader or department head. This ensures the approval process is flexible and adaptable to fit various organizational requirements.
User Manual And Function Introduction
1、Define Approval Model
2、Define Approval Workflow
Click the 
button to enter the workflow design interface.
1、☑ Define the workflow by dragging and dropping nodes from the left panel; what you see is what you get (WYSIWYG)
We also support branching approval workflows based on different conditions within the process. For example, different approval branches can be triggered depending on the type of leave requested
2、☑ Set the details for each node, such as HOD (Head of Department).
Manager: Automatically selects the direct manager of the person initiating the approval request, as defined in the Employee module.
HOD (Head of Department): Assigns the department's head (Head of Department) as the approver for requests initiated by members of that department.
Designated User: Allows the selection of a specific user from the system to serve as the approver, providing flexibility for custom workflows.
System Role: Utilizes predefined roles within the system to designate approvers, enabling any user with the specified role to perform the approval
Record Field: Determines the approver based on a user field within the approval record itself, such as assigning the salesperson related to the record as the approver. This ties the approval directly to the context of the record.
3、Initiate Approval Process
Based on the configurations mentioned above, we have removed the previous buttons but retained the Preview button.
Click the button 
to submit for approval.
Click the button 
to view the approval process and details.
Approvers can receive approval notifications via the system's Systray Menu (without needing to refresh the page) or through Email.
Once all approvers have approved, the system automatically calls the user-configured method to update the status to Sales Order.
4、Others
Approval Setting
Disable Withdraw:
Anytime: Withdrawal is not allowed at any point.
In Review: Withdrawal is not allowed once someone has started the approval process.
Email Notifications
Support for Sending Approval Status Emails, Including Arrival Notifications to Approvers, Approval or Rejection Notifications to Submitters, and Completion Notifications to Submitters
Require Reasons
Support for Four Types of Reason Entry: Submission, Approve, Refuse,
and Withdrawal. Reasons are required only if configured;
it is recommended to require reasons during rejection.
Approval Model List
We have automatically added an Approval Status column to the list view of the approval models,
and this column supports quick search functionality.
Workflow Setting
Pass Rate:
When multiple approvers are assigned to the same node,
this setting determines the minimum proportion of approvers that must approve for the node to be completed.
For example, setting it to 1 requires all approvers to approve before the node is completed.
If set to 0.7, then at least 70% of the approvers (e.g., 2 out of 3) must approve for the node to be completed.
Branching in Approval Workflows
Supporting the Approval Process with Branching Conditions
Transfer and Additional Sign-off
The system supports Additional Sign-off and Transfer operations,
allowing approvers to add new approvers or delegate their approval responsibility during the approval process.
If a node is configured to allow these operations, approvers can perform them when reviewing an approval request.
You can learn how it works by visiting the following address
ADDRESS: https://demo.x2soft.cn
| User | Password | Description |
|---|---|---|
| ap_manager | a | Approval Process Designer/Administrator |
| ap_user1 | a | |
| ap_user2 | a |
Our Recommended Modules
Direct Print Report
Edit Button In Form
Attachment Preview
Tree View Freeze Header Columns
Form Viewing
Should you have any questions or other specific customization requirements, don't hesitate to reach out to me
Mail: yuze@x2soft.cn Skype: live:5888101
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
Please log in to comment on this module