| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 326 |
| Technical Name |
crm_dynamic_approval |
| License | AGPL-3 |
| Website | https://www.odolution.com/ |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 326 |
| Technical Name |
crm_dynamic_approval |
| License | AGPL-3 |
| Website | https://www.odolution.com/ |
| Versions | 16.0 17.0 18.0 19.0 |
Why CRM Dynamic Approval?
CRM Dynamic Approval is essential for organizations that require structured decision-making and accountability in their sales process. It enables companies to enforce approval workflows before critical actionsâsuch as moving a lead to an opportunity or confirming a dealâare taken. This ensures that only authorized personnel can approve transitions based on configurable rules involving sales stages, deal size, or specific users or groups. By using CRM Dynamic Approval, businesses can reduce errors, prevent unauthorized actions, maintain an audit trail, and align their sales processes with internal policies and compliance standards.
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Key Attributesof CRM Dynamic Approval
Multi-level Approval
Supports one or more approval stages (e.g., CRMs Manager, then Finance).
Blocking Actions
Prevents confirmation or progression until approval is granted.
User Roles & Permissions
Only specific user or groups of users (e.g., CRMs Manager) can approve or reject.
Status Tracking
Easily check if an order is pending, approved, or rejected.
Re-request
You can re-submit approval requests.
To change the status from '' to '' all approvals must be granted
The CRM Dynamic Approval Rule lets companies control who can approve CRMs order state changes, like moving from draft to confirmed. It defines specific transitions between order states (from_state â to_state) and assigns either a user or user group (like CRMs Manager) who must approve that transition. You canât select both a user and a group for the same ruleâonly one. Each rule is ordered by a sequence number, can be activated/deactivated, and optionally described. This setup ensures only authorized people approve critical CRMs actions, adding a layer of security and control in the CRMs process.
Go to the CRMs Order and click on the "Configuration" menu. Select "CRM Dynamic Approval Rule" from the dropdown.
CRM Dynamic Approval Rule lets companies control who can approve CRMs order state changes, like moving from draft to confirmed. It defines specific transitions between order states (from_state â to_state) and assigns either a user or user group (like CRMs Manager) who must approve that transition. You canât select both a user and a group for the same ruleâonly one. Each rule is ordered by a sequence number, can be activated/deactivated, and optionally described. This setup ensures only authorized people approve critical CRMs actions, adding a layer of security and control in the CRMs process.
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