| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) |
| Lines of code | 4237 |
| Technical Name |
smart_workflow_automation_builder |
| License | OPL-1 |
| Website | https://www.auraodoo.tech/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) |
| Lines of code | 4237 |
| Technical Name |
smart_workflow_automation_builder |
| License | OPL-1 |
| Website | https://www.auraodoo.tech/ |
Smart Workflow Automation Builder
Create, manage, and automate complex business workflows in Odoo 19 with an intuitive visual builder and powerful automation engine.
Key Features
Visual Workflow Builder
Drag-and-drop interface for creating automation workflows without coding knowledge.
Advanced Conditions
Create complex conditional logic with multiple branches and logic operators.
Smart Triggers
Automated triggers based on events, schedules, webhooks, and custom conditions.
Real-time Monitoring
Monitor workflow execution with comprehensive logging and real-time dashboards.
Action Templates
Pre-built action templates for common operations like email, database updates, and integrations.
Extensible Architecture
Create custom actions and conditions via plugins and Python integration.
How It Works
Define Workflow Structure
Create a workflow by defining nodes, edges, and connections. Each node represents a step in your automation process - whether it's a decision, action, or condition.
Configure Triggers
Set up triggers that will initiate your workflow. Choose from event-based triggers (record creation/modification), scheduled triggers (cron jobs), or webhook triggers.
Define Conditions
Create conditional logic to determine which path the workflow takes. Use advanced operators and combine multiple conditions for complex decision flows.
Execute Actions
Configure actions at each node including sending emails, creating records, updating fields, calling external APIs, or executing custom Python code.
Monitor & Debug
Track execution history, view logs, and debug workflow issues. Use the execution dashboard to see real-time status and performance metrics.
Setup & Installation
Requirements
- Odoo 19.0 or higher
- Python 3.8 or higher
- Database access with admin privileges
- Basic knowledge of Odoo workflows
Installation Steps
Step 1: Module Installation
Copy the module to your Odoo addons directory and install through the Apps menu.
Step 2: Activate Module
In Odoo, navigate to Apps and search for "Smart Workflow Automation Builder" and install it.
Step 3: Configuration
Go to Settings to configure workflow categories and execution settings.
Step 4: Create Your First Workflow
Navigate to Automation or Workflows menu and click "Create" to build your first workflow using the visual builder.
Usage Examples
Email Notification
Automated email notifications when orders reach delivery stage.
Workflow Steps:
- •Trigger: Sales Order status changes to "To Deliver"
- •Condition: Check if customer has email
- •Action: Send email with order details
- •Log: Record sent notification
Data Processing
Process and validate data automatically on record creation.
Workflow Steps:
- •Trigger: New invoice created
- •Condition: Check invoice amount and vendor
- •Action: Auto-validate if amount below threshold
- •Action: Assign to appropriate department
- •Log: Track processing status
Lead Qualification
Automatically qualify and route leads based on criteria.
Workflow Steps:
- •Trigger: New lead from website form
- •Condition: Lead value above threshold
- •Action: Assign to senior sales rep
- •Action: Send welcome email
- •Action: Schedule follow-up reminder
- •Log: Track lead source and conversion
Security & Permissions
Access control is managed through Odoo's security model:
User Roles
- •Workflow Manager - Create and manage workflows
- •Workflow User - Execute workflows and view results
- •Workflow Viewer - View-only access to workflows
Features
- •Record-level security integration
- •Safe Python code evaluation
- •Audit logging of all executions
- •Role-based access control
Support & Documentation
Resources
- •Complete documentation with API reference
- •Video tutorials and workflow examples
- •Community forum for discussions and support
- •Regular updates and new feature releases
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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