| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 3605 |
| Technical Name |
workflow_diagram |
| License | LGPL-3 |
| Versions | 17.0 18.0 19.0 |
🔄 Universal Drag & Drop Workflow Management for Odoo
A next-generation, visual workflow engine for all Odoo modules — design, configure, and deploy business processes with an intuitive drag-and-drop interface.
Drag-and-drop interface: add states, connect them, configure rules.
✨ Why This Module is a Game-Changer
Traditional workflow management in Odoo can be limited or require coding. With Universal Drag & Drop Workflow Management, your organization gains the ability to:
- ✅ Visually design processes without writing a single line of code
- ✅ Configure states, transitions, and rules instantly on the canvas
- ✅ Apply workflows across multiple modules — from Sales to HR
- ✅ Update workflows live without restarting the server
Example: Visual workflow connecting multiple states across departments.
📧 Approval via Email
Our workflow module allows managers and users to approve or reject requests directly from their email inbox, without logging into Odoo. Each approval email contains secure action buttons that update the workflow instantly.
- ✔ Approve or Reject with a single click from Gmail, Outlook, or any email client
- ✔ Responses are automatically logged into Odoo workflow history
- ✔ Ensures faster decision-making and reduces login friction
- ✔ Secure tokenized links prevent unauthorized access
Example: Approve or Reject directly from your email inbox.
🚀 Key Features
- Drag-and-Drop Workflow Designer — build workflows visually with a modern canvas UI.
- Unlimited States & Transitions — design processes as simple or as complex as needed.
- Inline Editing — configure state properties directly by clicking on them.
- Multi-Module Integration — Sales, Purchase, Inventory, Manufacturing, HR, Accounting, CRM, Projects, and more.
- Advanced Conditions — trigger transitions based on field values, time delays, or user permissions.
- Automation Hooks — run server actions, send notifications, or update records automatically.
- Real-Time Preview — changes are visible instantly, no page reload required.
- Version Control — keep track of workflow versions for auditing.
Click on a state to edit rules, actions, and permissions directly.
📊 Supported Business Scenarios
This module adapts to any business process, such as:
- ✔ Multi-step sales order approvals
- ✔ Purchase order validation workflows
- ✔ Inventory transfer and quality check processes
- ✔ Employee onboarding and offboarding steps
- ✔ Manufacturing production stages and quality gates
- ✔ Project task progression with conditional deadlines
- ✔ Document approval and review cycles
Example: Complex multi-branch workflow for Sales Order.
Example: Approved workflow for Sales Order.
Example: Transfer and Additional Signatories for Sales Order.
Example: History Kanban for Sales Order.
Example: Current State for Sales Order.
💡 How It Works
- Open the Workflow Designer from the configuration menu.
- Drag States onto the canvas and label them appropriately.
- Draw Transitions between states to define flow.
- Click any state or transition to configure rules, triggers, and permissions.
- Save and activate the workflow — it’s instantly live in your system.
🎯 Benefits
- ⏱ Reduce process setup time by up to 80%
- 📉 Minimize process errors with visual clarity
- 📈 Standardize workflows across departments
- 🔄 Modify processes instantly without downtime
- 👨💻 Empower non-technical users to manage workflows
- 🛠 Improve adaptability to changing business needs
Developed by Digital ERP | Version 2.0 | Compatible with Odoo 17+
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