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
  • ...
       Download Plugins
🔌

Custom Modules

Enable workflow for custom modules:

  1 Go to Settings > Technical > Models
  2 Select your target model
  3 Enable "Approval Record" option
  4 Save changes

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
Workflow Engine Base Descriptions, Smart Buttons Configuration

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

Workflow Engine Base Descriptions, Approval Status Configuration

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

Workflow Engine Base Descriptions, Automation Configuration

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
Workflow Engine Base Descriptions, Field Configuration

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
Workflow Engine Base Descriptions, Workflow Engine Base Descriptions,

Mass Approval Configuration Panel


Demonstration

Create a new "State" and add an "Approval Group" to it

Workflow Engine Base 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

Workflow Engine Base Demonstration, 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"

Workflow Engine Base Demonstration, Show created Buttons and Workflow Transition

Show "Workflow Transition"

Workflow Engine Base Demonstration, Show Workflow Transition