| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 1267 |
| Technical Name |
ps_dynamic_approval |
| License | LGPL-3 |
| Website | https://odoo.pysquad.com |
| Versions | 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 1267 |
| Technical Name |
ps_dynamic_approval |
| License | LGPL-3 |
| Website | https://odoo.pysquad.com |
| Versions | 17.0 18.0 19.0 |
Dynamic Workflow Approval
Streamline and automate approval processes in Odoo with dynamic multi-level workflows.
Flexible configurations, role-based approvals, and real-time tracking for smooth operations.
Top Features
Enhance business processes with configurable approvals.
Multi-Level Workflows
Configure unlimited approval levels with role-based rules.
Role-Based Access
Grant approval rights based on users, groups, or hierarchy.
Real-Time Notifications
Stay updated with instant email & system notifications.
Approval Tracking
Track approval status, pending requests, and history easily.
Freeze Records
Restrict record edits until all approval levels are completed.
Delegation Support
Easily delegate approval rights when users are unavailable.
Workflow Configuration
Here you can create workflows for specific models where you want to add approval functionality.
Workflow Setup
Define the workflow name, select the model, choose which buttons to hide for record freezing, and set approval levels with designated approvers.
Purchase Order Workflow
An example workflow approval applied to purchase orders. Selected buttons are hidden and a new 'Approval' tab is displayed.
Step-by-Step Approval
Buttons for approval and rejection appear for each approver in sequence. Once one approver acts, the request moves to the next approver. Email notifications are also sent for better tracking.
Workflow Completion
Once all approvals are granted, the hidden buttons reappear and the record is ready for further processing.
User Delegation
The workflow includes a delegation option for users who are on leave, ensuring their pending approvals can still be processed.
Delegation Wizard
A wizard allows delegation by selecting the current user (on leave) and the new user who will temporarily handle approvals.
Revert Delegation
When the original user returns, their records can be reassigned back to them by selecting the employee and clicking 'Revert'.
Approval Requests Overview
The Approval Requests menu lists all workflow requests with search functionality for quick access.
Bulk Actions
Users can select multiple requests and perform bulk approval or rejection actions.
Approval Dashboard
An attractive dashboard provides a quick summary of workflows, including approvals, rejections, and detailed record counts.
Activities Integration
Dynamic workflow approval is also integrated with activities for easy access and follow-up.
User Access Control
Access can be granted as Admin or User. Admins can view all records and dashboards, while normal users can only see their own records.
For Support
NeedHelp?
Got questions or need help? Get in touch.
Contact Us
Email: contact@pysquad.com
Phone:+91
8160395422
WhatsApp: +91 8160395422
Discover more at
www.pysquad.com
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