| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Maintenance (maintenance) |
| Lines of code | 1415 |
| Technical Name |
windx_request_approval |
| License | LGPL-3 |
| Website | https://windx.com.vn |
| Versions | 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Maintenance (maintenance) |
| Lines of code | 1415 |
| Technical Name |
windx_request_approval |
| License | LGPL-3 |
| Website | https://windx.com.vn |
| Versions | 17.0 18.0 |
REQUEST APPROVAL
This module creates a system that helps manager creates request form templates and employees can submit request forms based on those templates
Free 60 Days support
WinDX will provide FREE 60-day support for any doubts, queries, and bug fixing or any types of
issues related to this module.
This is applicable from the date of purchase.
- Whatsapp: 0945027735
- Facebook: https://www.facebook.com/windxofficial
- Youtube: https://www.youtube.com/@WinDXJSC
- Email: nguyenxuanlinh@windx.com.vn
- Website: https://windx.com.vn/
FEATURES
- Create/Manage request form templates (for sick leave, equipment supply, etc.)
- Submit request forms for approvals
- Approve or deny the request sent in
HOW IT WORKS
-
Configure access level in each user's setting: Request Approval > Request Approval Access
- Standard: able to send requests, can only check your own request
- Approval: can approve/deny requests, can only check your own requests or requests sent for your approval
- Admin: can approve/deny requests, manage templates, or check any ongoing requests (sent in for approval)
-
Manage Template: As Admin, from Request Approval root menu, go to Configuration > Form Templates and choose New or choose an existing template
-
Basic Template configurations (name, descriptions, availability, icon)
-
Request fields: pick whether each field is optional (default), required or not included in the form. This provides versatility to your request templates
Items and Products are linked to item and product models in odoo system
-
Required Approvals: Create default approvals that are required for the request
Apply Approval Sequence: approve users can only take action in sequence according to the approval list
User creating the form can add additional approvals but cannot delete default approvals set in template;
-
Basic Template configurations (name, descriptions, availability, icon)
-
Create a request: as any user, go to Request > New Request and choose a template for the request
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Fill in necessary fields
-
Add more approval users if necessary
-
Use buttons Complete > Send Request to submit
Emails will be sent to approval users
If Approval Sequence is applied, only the next approval user in line will receive notification, and they will receive when their turn comes
-
Fill in necessary fields
-
Approve Request: As Approval/Admin user, pick a template and choose Sent Requests
-
Choose Approve/Deny the request
Action can be done in kanban/list or in form view
-
If all users approved the request, it becomes an approved request
If one user denied the request, it becomes a denied request
The result will be sent through email to the sender
-
Choose Approve/Deny the request
Configure access level in each user's setting: Request Approval > Request Approval Access
WinDX Odoo Services
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Odoo Community Apps
Odoo Support & Maintenance
Odoo Customization
Odoo Integration Services
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