| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Employees (hr) • Inventory (stock) • Invoicing (account) • Purchase (purchase) |
| Lines of code | 2775 |
| Technical Name |
workflow_diagram |
| License | LGPL-3 |
| Versions | 17.0 18.0 |
🔄 Universal Drag & Drop Workflow Management for Odoo
A next-generation, visual workflow engine for all Odoo modules — design, configure, and deploy business processes with an intuitive drag-and-drop interface.
Drag-and-drop interface: add states, connect them, configure rules.
✨ Why This Module is a Game-Changer
Traditional workflow management in Odoo can be limited or require coding. With Universal Drag & Drop Workflow Management, your organization gains the ability to:
- ✅ Visually design processes without writing a single line of code
- ✅ Configure states, transitions, and rules instantly on the canvas
- ✅ Apply workflows across multiple modules — from Sales to HR
- ✅ Update workflows live without restarting the server
Example: Visual workflow connecting multiple states across departments.
🚀 Key Features
- Drag-and-Drop Workflow Designer — build workflows visually with a modern canvas UI.
- Unlimited States & Transitions — design processes as simple or as complex as needed.
- Inline Editing — configure state properties directly by clicking on them.
- Multi-Module Integration — Sales, Purchase, Inventory, Manufacturing, HR, Accounting, CRM, Projects, and more.
- Advanced Conditions — trigger transitions based on field values, time delays, or user permissions.
- Automation Hooks — run server actions, send notifications, or update records automatically.
- Real-Time Preview — changes are visible instantly, no page reload required.
- Version Control — keep track of workflow versions for auditing.
Click on a state to edit rules, actions, and permissions directly.
📊 Supported Business Scenarios
This module adapts to any business process, such as:
- ✔ Multi-step sales order approvals
- ✔ Purchase order validation workflows
- ✔ Inventory transfer and quality check processes
- ✔ Employee onboarding and offboarding steps
- ✔ Manufacturing production stages and quality gates
- ✔ Project task progression with conditional deadlines
- ✔ Document approval and review cycles
Example: Complex multi-branch workflow for Sales Order.
Example: Approved workflow for Sales Order.
Example: Transfer and Additional Signatories for Sales Order.
Example: History Kanban for Sales Order.
Example: Current State for Sales Order.
💡 How It Works
- Open the Workflow Designer from the configuration menu.
- Drag States onto the canvas and label them appropriately.
- Draw Transitions between states to define flow.
- Click any state or transition to configure rules, triggers, and permissions.
- Save and activate the workflow — it’s instantly live in your system.
🎯 Benefits
- ⏱ Reduce process setup time by up to 80%
- 📉 Minimize process errors with visual clarity
- 📈 Standardize workflows across departments
- 🔄 Modify processes instantly without downtime
- 👨💻 Empower non-technical users to manage workflows
- 🛠 Improve adaptability to changing business needs
Developed by Cloud Open Technologies/K8 Team | Version 2.0 | Compatible with Odoo 17+
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