VALIDATION RULES

• Rule name: dept manager
• Sequence: Step 1
• Model: Purchase Order
• Method: button_confirm
• Validation Group: PO > 1000

• Approvers: Mitchell Admin

• Conditions: Total is greater than 1000
• Users to Notify: Mitchell Admin

Conditions

Notifications

Create one or more approval rules.

Result:

Create a Purchase Order with total > 1000, the approval rules will be triggered on the Confirm Order button.

The system automatically updates the progress after each approval.

If you are not the designated approver for this step, a warning message will appear.

DYNAMIC APPROVERS

On an approval rule, fill in a Python code to define the approver of this step.

result = record.user_id | record.create_uid

→ Only the Salesperson and Sale Order creator are allowed to approve/ reject.

DYNAMIC USERS TO NOTIFY

On an approval rule, fill in a Python code to define the users to notify of this step.

result = record.user_id if record.opportunity_id else record.create_uid

→ If the Opportunity field is set on the Sales Order form, it will notify the Salesperson. Otherwise, it will notify the Sale Order creator.

VALIDATION GROUPS

Go to CLuedoo Approval → Validation Groups → Create a new group.

Fill in group name and choose the Model (e.g., Purchase Order).

APPROVAL RULES TAB

Click Add a line to select the created rules to the group / create new rules on the fly.

• The pop-up wizard will suggest rules related to the selected model only.

APPROVE IN ORDER

• If not activated , approvals can be done in any order.
• If activated , approvals need to be done in chronological order, from the top to bottom rules in the list. (e.g., CFO cannot approve before dept manager)

The system will block the action and display a warning if an unauthorized user attempts to confirm the RFQ.

AUTO CONFIRM

• If activated > After the last approval, the PO will be auto-confirmed
• If not activated > After the last approval, we still have to click Confirm Order manually

ALLOW REVOKE

If activated, users in the selected group can revoke all previous validation steps.

Add user(s) in the group.

The Revoke All button appears for users in the group only.

A confirmation message will appear. Click 'Yes, Reset Everything' to revoke all previously completed steps.

AUTOMATION TAB

Go to Settings → Technical → Automation → Automation Rules → Create a new rule and select the approval rule group → Save

Go back to the approval rule group → Under the Automation tab, the automation rule has been automatically added.

You can add Automation Rules from any models.

Click 'Add a line' to create/select a new automation rule.

VALIDATION ENTRIES

Go to CLuedoo Approval → Validation Entries → Users can view all approval entries of all models.

The validation history corresponding to each approval rule can also be accessed via the History tab.