| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 1886 |
| Technical Name |
ip_dynamic_approval |
| License | OPL-1 |
| Website | https://iplexsoft.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 1886 |
| Technical Name |
ip_dynamic_approval |
| License | OPL-1 |
| Website | https://iplexsoft.com |
Dynamic Approval for Odoo 19
Add controlled, traceable approval workflows to installed Odoo business models without changing their original source code. Configure approvers, approval levels, status behavior, protected fields, business actions, notifications, notes, signatures, and audit history from one place.
Any Compatible Model
Use approvals on standard, custom, and third-party models with compatible form views.
Multi-Level Routing
Route each level to one responsible user or every eligible member of a security group.
Controlled Actions
Hide selected buttons or fields and execute a configured action after final approval.
Complete Audit Trail
Record submission, approval, rejection, resubmission, notes, users, dates, and signatures.
A Clear Approval Lifecycle
The generated statusbar keeps every user aware of the document's approval position.
Draft
The document remains editable and can be submitted.
To Approve
Only the configured user or group can approve or reject the current level.
Approved
The final status is applied and the configured business action can run automatically.
Rejected / Resubmit
A rejected document can be corrected and returned to the approval flow.
User and Group Approvers
Build sequential approval levels with a clear name and order. Each level can be assigned to a specific Odoo user or a security group. The server validates the responsible approver, so an unauthorized user cannot approve by calling the action directly.
- Single-user approval levels
- Security-group approval levels
- Automatic next-approver assignment
- Company-aware workflow selection
Approval Inside the Business Document
Approval controls are injected into the selected form view. Users can submit the document and authorized approvers can approve or reject it without leaving their normal workflow.
- Submit, Approve, Reject, and Re-submit controls
- Draft, To Approve, Approved, and Rejected statusbar
- Selected original status field hidden only while approval is active
- Works on a primary form or selected specific forms
Traceable Approval History
Every decision is stored directly on the document. The history shows the action, previous status, next status, responsible user, note, date, and captured signature.
- Color-coded submit, approval, and rejection entries
- Approver identity and decision timestamp
- Approval notes and handwritten signatures
- Current approval information visible on the form
Automatic Notifications
The next approver receives an in-app inbox notification and, when an email address and outgoing mail are configured, an email notification. The document chatter also tracks approval-field changes for operational visibility.
Complete Feature Set
Workflow Configuration
- Configure an approval for an installed Odoo model
- Apply to the primary form or selected form views
- Company-specific approval configuration
- Generated inherited views without editing the original module
- Technical model name shown to prevent ambiguous selections
Business Controls
- Hide selected object or action buttons until approval
- Hide selected fields until approval is completed
- Protect the original state or stage during approval
- Set a final selection value or many2one status record
- Execute a configured object method or server action after final approval
Advanced Approval
- Unlimited sequential approval levels
- User-based and group-based approvers
- Optional amount and currency threshold configuration
- Approve, reject, correct, and resubmit lifecycle
- Server-side authorization and transition validation
Signatures and PDF Documents
- Capture a handwritten approval signature
- Select a PDF attachment from the related document
- Preview the PDF and drag or resize the signature position
- Create a new signed PDF while preserving the original attachment
- Attach the signed result back to the business document
Built for Odoo 19
Community and Enterprise | Default, Custom, and Third-Party Modules
PDF signing requires the Python modules pypdf, reportlab, and PyMuPDF (imported as fitz) on the Odoo server.
Developed and maintained by IplexSoft
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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