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  1. APPS
  2. Productivity
  3. CODEerts Dynamic Approvals: Multi-Level Approval Engine v 18.0
  4. Sales Conditions FAQ

CODEerts Dynamic Approvals: Multi-Level Approval Engine

by CODEerts https://www.codeerts.com
Odoo

$ 49.00

v 18.0 Third Party
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)
Lines of code 2282
Technical Name codeerts_dynamic_approval
LicenseOPL-1
Websitehttps://www.codeerts.com
Versions 17.0 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 2282
Technical Name codeerts_dynamic_approval
LicenseOPL-1
Websitehttps://www.codeerts.com
Versions 17.0 18.0 19.0
  • Description
  • License
CODEerts  ·  Odoo 18

Dynamic Multi-Level Approvals

Put any Odoo document behind a real approval workflow.
No code, no developer, and no decision slipping through.

Block a confirmation, posting or validation until the right people sign off, or hide a brand new record until it is approved.

Any Model Action & Activation Gates Amount Routing Time-Off Delegation Live Dashboard Community & Enterprise
Any
Odoo Model
2
Gate Types
Multi
Approval Levels
0
Lines of Code
v18
Compatible

The approval problem every growing team knows

Control that lives in your head, not your system

Decisions commit before anyone signs off

Orders are confirmed, invoices posted and vendors created the moment a button is clicked. By the time a manager notices, the action has already happened.

Approvals live in email and chat

There is no record of who approved what. You chase people manually, decisions get lost, and an auditor has nothing solid to look at.

Every new rule is another customization

Sign-off is hardcoded one model at a time, so each change becomes a developer ticket, a deployment and a delay.

What this module does

Dynamic Multi-Level Approvals adds one configurable approval engine that works on any Odoo model. You choose the document and the exact moment that needs sign-off, add as many approval steps as you want, and the module holds the action until every step approves, then completes it for you. Nothing is hardcoded and nothing requires a developer.

Approvers act from a colorful personal dashboard, a bar on the document itself, an email, or a public link, and the engine even reassigns work automatically when someone is on time off. Every decision is recorded with a full audit trail.

🛡️
Gate any action

Block a confirmation, posting or validation until it is approved. On approval the engine re-runs the real action, so the delivery, journal entry or any side effect is created exactly as normal.

📦
Hide until approved

An activation gate keeps a brand new record archived and invisible until it is signed off, then activates it. It works even on models that have no native archive field.

✅
One place to approve

A My Approvals dashboard and an on-document bar let approvers approve or refuse in one click, with overdue alerts, amounts and a full history always in view.

A guided walkthrough

See it in action, from setup to daily sign-off.

Step 1 of 10 Your personal approval queue

Every approver opens My Approvals to see exactly what is waiting, what is overdue, and what they approved this month, with one-click Approve and Refuse on each item.

My Approvals dashboard
Step 2 of 10 Approve right on the document

A pipeline bar sits on top of the gated record showing each step and its status, with Approve and Refuse buttons for the person whose turn it is.

On-form approval bar, pending
Step 3 of 10 Approved, and the real action runs

Once the last step approves, the original action is re-run, so here the Sales Order is confirmed and its delivery is created automatically. Nothing is faked or skipped.

On-form approval bar, approved
Step 4 of 10 Refused? Reset and resubmit

A refused document shows the requester a Reset to Draft button, so they can fix it and send it through again, with the refusal kept on record in the chatter.

On-form approval bar, refused with reset
Step 5 of 10 All your approval rules in one place

Each Approval Flow names the model, the gate type and the trigger, so you can see every rule across the whole database at a glance.

Approval flows list
Step 6 of 10 Configure an action gate without code

Pick the model, the trigger field and value, an optional amount field, and add ordered steps with their approvers. No XML and no developer needed.

Action gate configuration
Step 7 of 10 Hide new records until approved

An activation flow gates record creation instead of a transition, perfect for new vendors, products or any master data that needs a check before it goes live.

Activation gate configuration
Step 8 of 10 Track every request and its state

The Requests list shows every approval, who raised it, the current step and whether it is pending, approved or refused.

Approval requests list
Step 9 of 10 A full audit trail per request

Open any request to see its approvers, decisions, dates, the source document, and the complete message history, everything an auditor needs.

Approval request form
Step 10 of 10 Cover approvers who are away

Turn on time-off delegation and the engine reassigns a pending approval to a delegate or a step backup while the approver is on validated Time Off.

Time off delegation settings

Everything inside

🌐 Works on any model

Gate sale orders, invoices, purchases, contacts, products or any custom model from one engine.

🛡 Action gate with real re-run

Blocks a transition and re-runs the full action on approval, so the side effects survive, not just the field value.

📦 Activation gate

Keeps a new record archived and hidden until it is approved, then activates it, even with no native archive field.

🔗 Multi-step routing

Add as many sequential steps as you need; each must pass before the next one begins.

👥 Three ways to pick approvers

Specific users, the requester's department manager, or by amount tier.

⚖ Approve-all or approve-any

Require every approver on a step, or accept the decision of just one of them.

💰 Amount-based routing

A step applies only when the document amount is in its range, so small documents skip senior approvers.

🌴 Time-off aware delegation

Reassigns pending approvals to a delegate or step backup when an approver is on validated leave.

🔔 Reminders that chase for you

An email, a To-Do activity, and a daily reminder while a request stays pending.

🔗 Public approve or reject link

Approvers can decide from a secure link without logging in to the backend.

↩ Reset to draft after refusal

The requester can fix and resubmit a refused document in one click, with the refusal kept on record.

📜 Full audit trail

Every request carries chatter, activities and a complete decision history with dates and comments.

Route approvals exactly how you work

Specific Users

Name the exact people who approve a step.

Department Manager

Route to the requester's manager automatically, with HR installed.

Amount Tier

Send only documents above a threshold to a senior step.

All or Any

Require everyone on a step, or just one approver.

How it works

1
Create an Approval Flow

Pick the model and the moment that needs sign-off, a status change for an action gate or a new record for an activation gate.

2
Add your steps

Choose the approvers and whether all or any of them must approve, for each step, and add amount tiers if you need them.

3
Users work as normal

When someone hits the gated action, the module holds it and opens an approval request automatically. No extra steps to remember.

4
Approvers decide

From the dashboard, the document bar, an email or a public link, in one click, with reminders if they forget.

5
The engine finishes the job

It re-runs the action or activates the record, notifies the requester, and records every decision with a full audit trail.

Technical information

Version
18.0
License
OPL-1
Editions
Community & Enterprise
Dependencies
Discuss (mail)

Technical name: codeerts_dynamic_approval   ·   Optional: the Time Off app (hr_holidays) enables department-manager routing and leave-based delegation

Frequently asked questions

How do I add a multi-level approval workflow to any model in Odoo?

Create an Approval Flow, choose the model and the trigger that needs sign-off, then add as many ordered steps as you want with the approvers for each. Any user action that reaches the trigger is held until every step approves, with no custom code required.

Can I require approval before a sales order is confirmed or an invoice is posted in Odoo?

Yes. An action gate blocks the transition, for example a status reaching Confirmed or an invoice about to post, and opens an approval request. When the last step approves, the engine re-runs the original action so its full side effects, like the delivery a confirmation creates, are reproduced exactly.

How do I keep a new record hidden until it is approved in Odoo?

Use an activation gate. A newly created record is archived and hidden everywhere until the approval is granted, then it is activated automatically. It works even on models that do not have a native archive field, because the module provisions one safely.

Can approvals route by amount in Odoo?

Yes. Mark a step as an amount tier and give it a minimum and optional maximum. The step only applies when the document amount falls in that range, so small documents skip the senior approvers and large ones pick them up automatically.

What happens to a pending approval when the approver is on leave?

With time-off delegation enabled, the module checks validated Time Off and reassigns the pending step to the approver's personal delegate, or the step's backup approver, and records who it was originally assigned to. Approvals never stall because someone is away.

Which Odoo versions are supported?

Use the version selector at the top of this page to pick your Odoo release. Each branch is published as its own listing for that exact version, and the module works on both Community and Enterprise.

The team behind this module

About CODEerts

Full-Service Odoo ERP Agency  ·  Solutions That Scale

Every module in our store is built from real client work, tested in production and maintained long-term by a team of Odoo certified consultants. When you need more than an app, we deliver the full solution.

🏗️ Implementation

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🧩 Custom Development

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🔄 Migrations

Zero-data-loss upgrades from older Odoo versions with full custom module porting.

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🔍 Odoo Audits

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🧑‍💻 Support & Training

Ongoing helpdesk, user training and monthly retainers so your team stays productive.

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Questions, customization requests, or bug reports. We respond fast.

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