Odoo oi_workflow Engine Documentation
Introduction
This module is used to make the workflow of the Odoo application dynamic and customizable. It can be applied to any model in Odoo, either standard or custom models. While standard models like Sale Orders and Purchase Orders typically have static workflows, this module allows you to transform them into dynamic and fully customizable processes, giving you complete control over your workflow management.
Features
Dynamic Workflow
- • Create custom approval flows
- • Define multiple approval levels
- • Set conditional approvals
- • Dynamic workflow approval
User Management
- • Role-based approvals
- • Delegate approval rights
- • Set up approval committees "Group Approval"
Notifications
- • Email notifications
- • In-app notifications
- • Reminder system
- • Custom notification templates
Tracking & Reporting
- • Approval history tracking
- • Audit trails
- • Status monitoring
How to use
Standard Modules
You can download our plugins to integrate the workflow engine to standard modules like:
- Purchase Order
- Sale Order
- ...
Custom Modules
Enable workflow for custom modules:
Table of Contents
Approval Settings Configuration
🔘Smart Buttons
Approval Status
Configure approval states and their conditions.
Key Features:
- Define approval states with conditions
- Committee Approval: Enable multi-user approval requirements
- Approval Groups: Assign user groups for each state
- Custom Conditions: Python expressions for state transitions
- Activity Scheduling: Automated activities for approvals
Automation
Set up automated actions for workflow states.
Features:
- Triggers: On create, state change
-
Actions:
- Email templates
- Server actions
- Custom Python code
- Conditions: Domain filters for automation
- State Mapping: Define from/to states
Buttons
Customize approval action buttons.
Configuration Options:
-
Button Types:
- Action buttons (Server actions)
- State return buttons
- Custom workflow buttons
- Visibility: Control by groups or conditions
- Styling: Custom classes and icons
- Behavior: Confirmation messages, form validation
- Hotkeys: Keyboard shortcuts

Smart Buttons
Approval Status
Basic Configuration
-
Sequence
Define the order of approval states in the workflow
-
State & Name
Set technical and display names for each state
-
Auto Approve
Enable automatic state transitions based on conditions
Advanced Settings
-
Committee Approval
Set up multi-user approval requirements with configurable limits
-
Conditions
Define Python expressions for state transition logic
-
Escalation
Configure time-based escalation rules

Approval Status Settings Interface
Automation
Triggers & Conditions
-
On Create
Automate actions when new records are created
-
On State Change
Execute actions during state transitions
-
Domain Filters
Apply conditions to control when automations run
Available Actions
-
Email Templates
Send automated notifications with customizable templates
-
Server Actions
Execute predefined server-side operations
-
Custom Code
Implement complex logic with Python code

Automation Rules and Settings
Field Configuration
Field Configuration
Static States
Enable custom static statuses for the workflow:
-
Custom States
Define your own state names and sequences
-
Reset Functionality
Restore default states with one click
-
State Management
Control state visibility with active/inactive toggle
Tree View Structure
- State: Technical identifier
- Name: Display label
- Type: Before/After classification
- Reject State: Rejection indicator
- Active: Visibility control
Status Bar Configuration
-
Duration Tracking
Monitor time spent in each status:
- Track approval process efficiency
- Identify workflow bottlenecks
- Analyze approval patterns
-
Dynamic Status Bar
Control status bar visibility:
- Show/hide available states
- Dynamic state updates
- Visual workflow progression

Field Configuration Settings
Mass Approval Settings
Approval Actions
-
Show Action Approve All
Enable mass approval functionality:
- Batch approval processing
- List view approval actions
- Efficiency for bulk operations
Note: Button visibility doesn't guarantee approval rights
Access Control
-
Approval All Groups
Configure group-based access:
- Select authorized groups
- Multiple group support
- Tag-based selection
Only visible when "Show Action Approve All" is enabled

Mass Approval Configuration Panel
Demonstration
Create a new "State" and add an "Approval Group" to it
Create and edit "Buttons" and make them visible in all "States" or specific states for approval or all users
Show created "Buttons" and "Workflow Transition"
Show "Workflow Transition"

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Can you please share where the plugins are to download, since the app is already purchased, and the Download button redirects to other apps.