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Custom Document Model

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Required Apps Employees (hr)
Discuss (mail)
Community Apps Dependencies oi_workflow
oi_base
oi_fields_selection
oi_web_selection_field_dynamic
Technical Name oi_workflow_doc
License OPL-1
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Technical Name oi_workflow_doc
License OPL-1

Introduction

The Custom Document Model Workflow App is a powerful tool designed to automate and streamline document processes within Odoo. By integrating with existing modules like HR and communication tools, this app allows businesses to define, manage, and monitor custom workflows for documents, ensuring consistency, compliance, and efficiency. Whether it's employee onboarding, contract approvals, or any other document-centric process, this app provides the flexibility to tailor workflows to specific business needs.

Key Features

  • Custom Workflow Definition: Design and implement tailored workflows for various document processes.

  • HR Module Integration: Seamlessly integrates with the HR module for processes like employee onboarding.

  • Communication Integration: Utilizes Odoo's Discuss module for notifications and updates.

  • Multi-Level Approvals: Supports multi-step approval processes with configurable conditions.

  • Audit Trail: Maintains a comprehensive log of all actions and approvals for compliance and review.

  • User-Friendly Interface: Intuitive design for easy setup and management of workflows.

  • Customizable Templates: Create and use templates for consistent document formatting.

  • Automated Notifications: Set up automatic reminders and alerts for pending actions.

  • Access Control: Define user roles and permissions to control access to sensitive documents.

  • Reporting Tools: Generate reports to analyze workflow efficiency and bottlenecks.

Benefits

  • Enhanced Efficiency: Automates repetitive tasks, reducing manual effort and errors.

  • Improved Compliance: Ensures standardized processes that adhere to company policies.

  • Better Visibility: Provides clear insights into document statuses and workflow progress.

  • Scalability: Easily adapts to growing business needs and complex workflows.

  • Cost Savings: Reduces the time and resources spent on manual document handling.

  • Increased Accountability: Tracks all actions and approvals for transparency and accountability.

  • Seamless Integration: Works harmoniously with other Odoo modules for a cohesive experience.

  • User Empowerment: Empowers users to manage and monitor their tasks effectively.

  • Customizable Workflows: Tailor workflows to fit specific departmental or organizational requirements.

  • Real-Time Updates: Keeps all stakeholders informed with timely notifications and alerts.

Compatibility & Technical Details

  • Required Apps: Employees (hr), Discuss (mail)

  • Technical Name: oi_workflow_doc

  • License: Odoo Proprietary License v1.0

  • Installation: Install via Odoo Apps interface; configure settings under Workflow > Document Workflows .

Custom Document Model

"Form Generation Redefined"

This module provides a seamless document creator/form generator solution for organizations.

Description

If your organization offers different services, then you are dealing with various forms and documents!

Creating and generating various forms for different services in the system can be challenging for system administrators and HR managers. The process becomes even more complicated when you want to create specific workflows for each document.

We have a significant solution to your needs!

The “ Custom Document Model ” is Openinside ’s specially designed module that helps you to generate any form with any workflow in the system just with a few clicks. This module offers several options for creating forms, and for defining how your form is to be generated. With the help of this module, you can make modifiable documents/forms with fillable fields. “ Custom Document Model ” provides a complete, fully customizable, and highly configurable form generator solution to transform your paper forms into digital forms where almost no real coding is required to design any complicated forms and workflows.

Menus

  • Services

    • Dashboard

    • Configuration

Reports

Odoo standard module report.

Key Features

  • Great discretion to create and generate forms.

  • Ability to define various customizable fillable fields, views, access rights, etc.

  • Fully integrated with other Odoo applications.

  • Managing complicated workflow approvals based on organization policies.

  • High flexibility to track forms by different criteria and dimensions.

  • Multilevel configurable approval and rejection notification.

Demonstration

Overview

How this module works

Wide range of attribute configuration

Need Any Help?

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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.