Improved Approval Flow in Odoo 17 Studio App
- 1. Improved Approval Flow in Odoo 17 Studio App Enterprise
- 2. Introduction Enterprise Odoo 17 Studio App introduces enhancements to its approval flow, empowering businesses to manage approvals effectively and boost productivity. This slide dives into these improvements and highlighting their benefits.
- 3. Enterprise Key Features â—Ź Multi-Level Approvals: Configure approval workflows with multiple levels, ensuring proper authorization based on hierarchy and complexity. â—Ź Conditional Approvals: Set up conditional rules to trigger approvals based on specific criteria, like order value or customer type, ensuring targeted oversight. â—Ź Parallel Approvals: Enable parallel approvals for quicker turnaround times, allowing different approvers to review simultaneously when necessary. â—Ź Enhanced Notifications: Streamline communication with improved notification features, keeping approvers informed and facilitating timely decisions.
- 4. Enterprise How to set the Approval Flow First, open the record for which we want to add the approval. Then, click on the "Toggle Studio" button located at the top right corner.
- 5. Enterprise Click on the "Confirm" button. This will load the properties section, where we can enable the option for approval rules.
- 6. Enterprise Here, we can select the approver based on group and also specify the responsible person. If we want to notify the user, we can add their name in the "User to notify" field and add a description. Additionally, we can set the notification order.
- 7. Enterprise We can add multiple approvers by clicking on "Add an approval rule" and assigning another approver as well.
- 8. Enterprise After adding all the approvers, we will see two user icons displayed inside the Confirm button. This indicates that the respective approvers can now approve the order.
- 9. Enterprise After all the approvals are completed, the order will be confirmed, and the state will be changed accordingly. We can also see the details of the approval process inside the chatter.
- 10. Enterprise Benefits â—Ź Increased Efficiency: Streamlined workflows and automation minimize bottlenecks and delays, leading to faster approvals and improved business agility. â—Ź Reduced Errors: Conditional approvals and defined workflows minimize human error and ensure consistency in decision-making. â—Ź Improved Compliance: Enforce company policies and regulations through automated workflows, ensuring adherence to internal standards and external requirements. â—Ź Enhanced Transparency: Track the approval process with detailed logs and notifications, fostering accountability and clear communication within the organization.
- 11. For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com