$ 150.00
In-App Purchases| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 1191 |
| Technical Name |
approval_matrix_confianz |
| License | OPL-1 |
| Website | https://www.confianzit.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 1191 |
| Technical Name |
approval_matrix_confianz |
| License | OPL-1 |
| Website | https://www.confianzit.com |
Approval Matrix Engine for Odoo
Build model-agnostic, multi-level approval workflows in Odoo with configurable rules, automated routing, document locking, and full approval history.
Govern every approval workflow from one engine.
Define approval rules once, then let Odoo submit, notify, lock, track, and release records automatically.
Model-Agnostic Rules
Apply approval logic to any standard or custom Odoo model with configurable fields and conditions.
Three Approval Modes
Use sequential, any-one-can-approve, or all-must-approve behavior based on the risk and process.
Automatic Record Locking
Prevent unauthorized edits while a business document is waiting for approval or rejection.
Full Audit Trail
Capture submit, approve, reject, comment, date, and user details for governance and compliance.
Email and Activities
Notify approvers through Odoo activities and email so pending decisions stay visible.
Granular Security
Control who can configure matrices, view requests, approve, reject, and access approval records.
Everything is configured from Odoo screens. No custom code is required to create new approval matrices.
From business document to final decision.
The module monitors configured records, creates approval requests, locks the source document, and releases it after the workflow is completed.
Configure the matrix
Select the model, trigger fields, conditions, approval mode, levels, and approvers.
Choose by sequence
If more than one active matrix matches, Odoo selects the matrix with the lowest sequence value first.
Trigger approval
Odoo creates one approval request from the selected matrix and links it to the source document.
Review and decide
Approvers act from activities, emails, or the approval request screen according to the active level.
Unlock and audit
The source record is unlocked after completion, with the full decision trail preserved.
Create approval matrices without development work.
Set up reusable workflows for high-value orders, vendor bills, purchase requests, expenses, leave requests, or any custom model.
Navigate
Open Approval and go to Approval Matrix.
Select the target model
Choose the business document that should require approval.
Add trigger conditions
Define field-based rules such as amount thresholds, partner criteria, or document states.
Set matrix priority
Use the sequence value to control priority. Lower sequence numbers are evaluated first when multiple matrices match the same record.
Pick the approval mode
Choose sequential, any one approver, or all approvers at a level.
Assign approvers
Create levels and assign the users responsible for each decision stage.
Approval status stays visible on the source record.
Users can see when a sales order or other document is under approval, while the record remains protected from unauthorized updates.
Approver notifications
Email and Odoo activity alerts guide approvers to pending records as soon as their level is active.
- Activities are created for responsible approvers.
- Email templates keep approval communication consistent.
Access control
Security groups and record rules keep configuration and approval actions in the right hands.
- Separate permissions for users, approvers, and managers.
- Record rules help restrict approval visibility by role.
One approval framework for many departments.
Use the same engine to standardize approvals across finance, sales, purchasing, HR, operations, and custom workflows.
Sales Orders
Route quotations and orders for approval before confirmation based on amount, customer, or margin rules.
Vendor Bills
Require finance or management approval for bills that match configured vendor or value thresholds.
Purchase Requests
Control procurement approvals with structured approval levels and automatic request tracking.
Install and start configuring inside Odoo.
Install the module, refresh apps, then create your first approval matrix from the Approval menu.
Add to add-ons folder
Copy the approval_matrix_confianz
module into your Odoo add-ons path alongside other custom modules.
Update apps list
Activate Developer Mode and click Update Apps List from the Apps menu to register the new module.
Install
Search for Approval Matrix Engine in the Apps menu and click Install to activate the module.
Get started with Approval Matrix Engine
Confianz can help map your approval policies into Odoo workflows with security, notifications, and auditability built in.
Built by Confianz — Odoo Silver Partner since 2007
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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