Custom Approval Workflow
Build flexible, multi-level approval matrices for any Odoo document Purchase Orders, Expenses, Sales Discounts, or your own custom records without a single line of code.
Stop Chasing Approvals Over Email and Chat
In a standard Odoo environment, approving high-value Purchase Orders, Expenses, or Discounts often means walking over to someone's desk, sending a chat message, or hoping the right person checks their inbox in time. There is no single place to configure who must approve what, at what value, and in what order.
Custom Approval Workflow eliminates this uncertainty. It lets you define reusable approval matrices with multiple sequential levels, attach them to any document type, and automatically route requests to the right approvers with full visibility and an audit trail at every step.
The "Before & After"
- Ping Manager on Chat
- Wait for a Reply
- Forward to Next Approver
- No Record of Who Approved
- Repeat for every document...
- Submit for Approval
- Auto-Routed to Right Approver
- One-Click Approve/Reject
- Fully Logged & Traceable!
Comprehensive Feature List
Everything you need to enforce accountability and speed on every approval process across your company.
Multi-Level Approval Matrix
Configure any number of sequential approval levels, each with its own designated approvers, minimum amount thresholds, and mandatory or optional status.
Applies to Any Document
Attach the approval flow to Purchase Orders, Sales Orders, Expenses, Invoices, or any custom model in your database fully configurable, no coding required.
Automatic Notifications
Approvers are instantly notified via Odoo activities and email the moment a document is waiting on their decision, keeping the process moving fast.
One-Click Approve / Reject
Approvers get simple, prominent Approve and Reject buttons right on the document, with an optional comment field for rejection reasons.
Full Audit Trail
Every action is logged with the user, timestamp, level, and decision, giving you a complete, tamper-proof history for every approved or rejected record.
Approval Dashboard
A dedicated view lets every approver see exactly what is pending their action, and managers can track the status of any request across the company.
How It Works
A step-by-step visual walkthrough of the module in action.
1 Configure the Approval Matrix
Go to the new Approval Settings menu and define your approval levels for a document type: which model, minimum amount, and which users or job positions must approve at each level.
2 Submit the Document
When a user creates a document that matches a configured rule, a new "Submit for Approval" button appears. Clicking it locks the record and starts the workflow at Level 1.
3 Approver Gets Notified
The designated approver for the current level instantly receives an activity/notification and can see the request waiting for them on their dashboard.
4 Approve or Reject
The approver reviews the record and clicks Approve to push it to the next level, or Reject with a comment to send it back to the originator.
Need Help or Customization?
Our expert team at Links4Engg is ready to assist you. Whether you need support configuring this app or want to request custom Odoo features, get in touch with us!
support@links4engg.com
Please log in to comment on this module