Comprehensive Odoo Workflows
Complete and flexible workflow management !
Natural and simple for Odoo users !
Even for non-experts in workflow management !
Multi-company and already in French and Spanish
Features
Screenshots
Support
Automate all your management procedures in record time!
Configure Global(can be used in many or all procedures) Components!
A simple question of creation as for the workflow job!
Configure the routes taken!
If base, cannot have parent. If activity, cannot be divided. Can be both base and activity.
Configure phases(route division) connections!
For sibling phases, their parent as context.
For non-sibling phases, their parents' connection as context.
Configure the treatment stations along the route!
Job to be done, status to be displayed and division of an activity workflow.
Configure stages connections!
For sibling stages, their parent as context..
For non-sibling stages, their parents' connection as context.
Procedure: a workflowable type(model) taking a workflow(route)
Domain: the records concerned. Trigger type: on record create(automatic) or on click on "Trigger Processes" button(manual).
Configure each procedure stage !
Customize data for cancellation, pause, resume and much more.
Which jobs can be executed(mandatory or optional) at this stage?
How long does the recording take to spend at this stage for processing?
Who can access the record processing at this stage?
Configure transitions between procedure stages !
Customize data for access and action.
Both users and roles(groups) can be authorized to execute transition!
Listed all the granted users
Listed all the granted roles(user groups)
Set up counter-action with "Depends on Actions" tab!
Process: a workflowable(record) taking a workflow(route) defined by a procedure
Processes are generated by the module !
Base Processes are instanciated on record create or on click on base procedures' "Trigger Processes" button !
Sub Processes are potentially instanciated on action on statusbar process buttons !
Divided if the procedure is !
For long or complex procedures, the division (if any) into phases will be respected when generating the process.
One by one, one process stage for each stage of the procedure !
The process gradually goes through each of the steps of the procedure it belongs to.
Record the tasks(if any) performed at this stage. Its important!
Unfold your process from start to finish!
Workflowable statusbar status and buttons depending on current stage and logged USER.
Workflowable statusbar status and buttons dynamic according to the displayed process and logged USER.
Workflowable position statusbar status and buttons depending on current stage and logged USER.
Workflowable position statusbar status and buttons depending also on the state of tasks(if any) execution.
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