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Process Guide Engine

by
Odoo

$ 201.38

v 19.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 3244
Technical Name process_guide_engine
LicenseOPL-1
Websitehttps://odiflux.com
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 3244
Technical Name process_guide_engine
LicenseOPL-1
Websitehttps://odiflux.com
Odoo 19 · User Enablement

Process Guide Engine

In‑app guided tours and a contextual Help side panel for SOPs. Train your users inside Odoo — no videos, no PDFs, no context switching.

Visual Step Capture
Live Tour Runner
SOP Help Center
Odiflux LGPL-3

Why Choose This Module?

One unified enablement suite that covers authoring, delivery, and on-screen reference material — for Community and Enterprise.

🧭

Visual Step Capture

Click the real button, field, or menu — the Step Builder records a stable selector automatically. No CSS hunting, no code.

🕚

Systray Launcher

A compass icon in the systray surfaces every tour that matches the current screen. Tours can also auto-start for first-time users.

💭

SOP Help Center

A docked Help tab opens a slide‑in panel with the right Standard Operating Procedure for every model and view type.

🔗

SOP ↔ Tour Linking

Link an SOP to a tour; users press Play tour straight from the Help panel to run the guided walkthrough on the same screen.

📊

Progress Tracking

Per-user, per-company progress records: current step, completed, skipped, plus start and finish timestamps.

🔒

Scoped & Secure

Restrict tours and SOPs by model, view type, module, company, or user group. Three ready-made security roles.

Requirements

No Python packages. No external API. No cloud dependency.

✅ Stock Odoo only: Depends on core base, web, and mail. Works on Community & Enterprise. No licensing impact.

How It Works

Four actions cover every rollout: author the tour, capture its steps, publish with rules, run on the real screen.

✏️

Author

Create a tour, pick a model & view scope.
🧭

Capture

Open Step Builder, click each control on the live screen.
📱

Publish

Set companies & groups, publish; it's live immediately.
▶️

Run

Users launch from the systray or a tour auto-starts.
Step 1

Author Your Tour

In the Process Guides app, create a tour. Choose its scope (model + view type, or entire module), the start mode (manual, automatic, or both), plus optional company and group restrictions. Kanban by Draft, Published, and Archived keeps your catalogue organized.

Process Guides overview kanban
Step Builder capturing the New button on Quotations Step 2

Capture Steps Visually

Press Open Step Builder, then click the real controls on a live screen. Each hover outlines its target in green; each click records a step with a stable selector, title, and tooltip position. Esc or F9 pause capture; Finish returns to the tour form.

Step 3

Users Launch In One Click

A compass icon in the systray lists every published tour that matches the current screen. Alternatively, an Automatic start mode runs the tour on first visit. A step counter (e.g. 1 / 7) and Previous / Next / Skip controls put the user in charge.

Tour runner step highlighting Customer field on a new quotation
Second Half

Help Center & SOPs

Tours are best when users need to do. Sometimes they need to read — the rules, the checklist, the reference. The Help Center puts the right SOP on every backend screen, and can launch a linked tour on the same page.

Step 4

The Docked Help Tab

A vertical Help tab is docked on the right edge of every backend screen — Quotations list, Sales Order form, custom dashboards. One click slides in the Help Center panel filtered to SOPs that match the current model, view, company, and user group.

Vertical Help tab on the right edge of the Quotations list
Help Center slide-in panel listing relevant SOPs Step 5

Read & Run — Same Panel

The panel shows each matching SOP with its one-line summary and an Includes guided tour tag when a tour is linked. Click a row to read the full HTML body; press Play tour in the footer to launch the linked walkthrough on the same screen. Close with ×.

Step 6

Author SOPs In Odoo

Managers open Process Guides → SOPs → New. Set Target Model, View Type, Companies, Allowed Groups, Priority, and optionally a Linked Tour. Author the body in the Odoo rich‑HTML editor — images, headings, links, all stored in the database.

Process Guides SOP form with targeting, display, and body tabs
💡 Tip: An SOP with no Target Model is shown everywhere (global FAQ). Add a model and view type to pin it to a specific screen. Priority & Sequence control the order in the panel.

Admin Configuration

Three security roles, per-record targeting, and built-in per-user progress rows.

1

3 Security Roles

User (runs), Manager (authors), Admin (user-form shortcut).

2

Targeting

Scope by model + view type, by module, or globally. Company + group filters.

3

Progress Rows

Per-user, per-company completion state, current step, and timestamps.

4

Lifecycle

Draft → Published → Archived for both tours and SOPs, with validation.

Built For Production

⚡

Database-Authored

Tours and SOPs live as Odoo records — versionable, exportable, migratable. No static files, no re-deploys.

🔑

Record-Rule Aware

Every tour and SOP respects Odoo's multi-company and group rules — users only see what they're allowed to.

📅

Sample Content Included

Ships with an example tour and three SOPs (global, Tour, SOP) so your team sees the flow immediately after install.

Technical Information

Odoo Version
19.0
License
LGPL-3
Category
Productivity
Dependencies
base, web, mail
✅ Zero Python Dependencies: No pip install, no external API. Community & Enterprise compatible.

Need Help or Customization?

Odiflux is here to help with SOP templates, tour authoring workshops, and any custom enablement requirements.

Visit odiflux.com → 
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).

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