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v 17.0 Third Party 4
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Lines of code 2647
Technical Name to_approvals
LicenseOPL-1
Websitehttps://viindoo.com/apps/app/17.0/to_approvals
Versions 13.0 14.0 15.0 16.0 17.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Employees (hr)
Discuss (mail)
Community Apps Dependencies
Lines of code 2647
Technical Name to_approvals
LicenseOPL-1
Websitehttps://viindoo.com/apps/app/17.0/to_approvals
Versions 13.0 14.0 15.0 16.0 17.0

Demo video: Approvals

Optimize your business operations with the Approval module. This powerful tool automates and simplifies the approval process, enabling teams to collaborate efficiently while ensuring compliance with organizational policies.

Key Features

  1. Customizable Approval Types: Create approval processes tailored to your organization with multiple levels of review and sequential workflows.
  2. Sequential Approvals: Manage complex approvals with ease, enabling sequential decision-making and individual accountability.
  3. Real-Time Notifications: Keep stakeholders informed at every stage with automated email updates and scheduled activities.
  4. Overview Dashboard: Quickly view how many requests are pending, approved, or in total for better operational control.

Business Value

  1. Streamline complex approval workflows, reducing bottlenecks and improving turnaround times.
  2. Enhance visibility and accountability in approval processes across teams and departments.
  3. Ensure compliance with standardized procedures, minimizing errors and risks.
  4. Empower managers to make faster, data-driven decisions with actionable insights.
  5. Enable future-proof integration with other approval modules for expanding operational capabilities.

Who Should Use This Module?

This module is ideal for HR teams, procurement managers, and any organization looking to improve operational efficiency through structured approval workflows. From SMEs to large enterprises, Approval simplifies collaboration and ensures transparency at every level.

Known Issues

Warning: To avoid conflicts in the process of using this Approval Module , you must uninstall Odoo's Approval if you are using it.

Supported Editions

  1. Community Edition

Installation

  1. Navigate to Apps.
  2. Search with keyword to_approvals.
  3. Press Install.

How to use

Instruction video: Approvals

Access rights

Navigate to Settings > Users & Companies Users to grant the Approval access right to users.

Grant Approval access right

Set up Approval types and Approval levels

Navigate to Approval > Configuration > Approval Request Types to create Approval type and approval levels.

Create an Approval type

Manage Approval requests

Create a request

Go to the Approval module, on the Approval main view, select the approval type you want to create the request, and press Create Request to create an approval request.

Create approval request Approval request view

Press Save to save the draft request, and press Submit to change its status to To Approval.

Approval the requests

After the approval requester press Submit, the system will send a notification to all approvers at the same time or level by level (depending on the setting on the Approval type).

Approval notification

On the approval request, the Approve Schedule activities will be auto-scheduled for the approver.

Schedule activity

Now the approver can approve or refuse the request:

  • If refused: The request will immediately be moved to the Refused stage without needing the next approval levels.
  • If Approved: The request will be pushed to the next approver or moved to the Approved stage if this is the last approval level.
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.

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