$ 56.03
| Required Apps |
•
Discuss (mail)
• Employees (hr) |
| Technical Name |
base_workflow_wf
|
| License | OPL-1 |
| Also available in version | 17.0 16.0 |
Introduction
The Workflow Engine Base module provides the fundamental framework for workflow automation in Odoo. It allows businesses to design and manage structured processes by defining workflows made of activities and transitions. With this module, organizations can automate record progression, enforce rules, and streamline multi-step approvals—ensuring efficiency, accuracy, and consistency across operations.
Key Features
Define workflows as directed graphs with activities and transitions
Support multiple activity types, including automated actions, state changes, and custom operations
Configure conditional transitions with split modes such as XOR, OR, and AND
Enable sub-workflows to handle complex, multi-layered business processes
Provide a visual structure for tracking record lifecycle and workflow states
Benefits
Automates repetitive processes to save time and reduce manual errors
Improves control and visibility over approvals and record lifecycle
Ensures consistent enforcement of business rules across all departments
Simplifies workflow management through configuration instead of heavy coding
Adapts quickly to changing business needs with flexible workflow structures
Compatibility & Technical Details
Required modules: None additional; acts as the foundation for workflow-related automation
Technical name: base_workflow_wf
License: Odoo Proprietary License (OPL-1) or equivalent
Installation steps:
Place the module in the Odoo addons directory
Activate developer mode in Odoo
Update the Apps list via the Apps menu
Search for the module by its technical name and install it
Full Odoo workflow engine
Full workflow engine to manage all process flow in Odoo for any models
Features
Fully dynamic workflow
No customization need
Powerful dashboard
User delegation
Email Notification
Custom Email Template
SLA Alerts and Actions
Multi approve level
Attachment Validation
Action on Steps
Comment on Steps
Return and forward
Screenshot
Detailed dashboard for your own approval list
A responsive dashboard allowing users to track tasks and pending items in any workflow process, with features including task management,task status tracking, notifications
Admin dashboard to manage all workflow activity
From the admin dashboard for workflow, you can manage all processes, create new workflows for any module, make delegations for any users, and even forward the pending steps of the workflow to another user.
Open any document details
Easy access to workflow document that need action
Customise your custom dashboard
you can customize end users dashboard by category EX: Human resource , Finance , Sales ...etc
full configure Email Notification for every step in workflow
Add email notification for every step in workflow and , email reminder , Esclation
Delegation
Easily, you can make delegations to another user.
Workflow Widget
workflow widget to easily view the approval status in the docments
User can approve his all open request at one time
User can approve , reject , return for correction , also can add any comment on his approval EX : Approved go forward
In any Process user can attach file with his approval to appear to other users in approval cycle
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-
Year to
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Top deals
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Monthly revenue goals.
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Initial Commit for workflow dashboard.
Features
Organization Structure
Allow you to align workflows with your organizational structure, defining workflows for departments, teams, or projects, and assigning roles or users based on responsibilities. This streamlines processes, improves collaboration, and ensures efficient task completion across your organization.
By Role or specific user
Role-based assignment allows you to assign specific roles or users or groups to each workflow step, ensuring tailored workflows, enhanced collaboration, accountability, and efficiency within your team.
By Department Manager
Based on Requester department manager you can configure the flow , even the department manager can delegate another employee to do his approval on his behalf , also you can configure it by manager level EX : level 1 mean his direct manager , level 2 mean the manager of employee manager
Fields validation
The Fields validation feature in our Workflow Engine allows you to configure whether a field is required or not based on the current workflow status. This enables you to enforce data integrity and ensure that all necessary information is collected at each step. By dynamically adjusting field requirements, will improve data quality
Call function in step
Allow automation of complex tasks and enforcement of business rules by executing custom Python functions before or after specific workflow steps.
Attachment validation
Configure your process flow based on organization structure
Write your Own Condition
through expression customize your condition based on your need from UI , and no code need it
Emails and Notification
Any action need to approve or notify emails and notification will send to the users
SLA Support
SLA management feature lets you set time constraints and monitor workflow progress, ensuring timely task completion and compliance with service level agreements.
Multi Path Support
supports multi-path workflows based on conditions like price, department, or priority, enabling efficient automation of complex processes.
Customizable Dashboard
you can customize your company approval dashboard
Admin Dashboard
The Admin Dashboard offers centralized management of workflow processes and settings. Administrators can create, edit, and monitor workflows, assign roles, configure validation rules, and define SLAs. This ensures efficient process management, collaboration, and adherence to organizational standards.
User Delegation
User delegation lets you transfer task ownership to others when you're unavailable, ensuring uninterrupted workflow progress and seamless collaboration within your team.
Forward Request
The workflow engine allows users to forward approval requests to alternative reviewers. This forwarding functionality enables flexible, collaborative approvals and helps ensure timely progression through the workflow.
Request more Info
The workflow engine enables users to request additional details from previous approval steps. This allows documents to be sent back for supplementary information, facilitating an iterative review process before progressing through the full workflow.
Return for Correction
The workflow engine supports the ability to return documents to prior approval steps when corrections are needed. This rollback functionality enables an iterative review process, allowing documents to be sent back for updates before progressing through the full workflow
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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.