Overview
DYNAMIC APPROVAL MANAGEMENT SYSTEM
Configure dynamic approvals for any chatter-enabled Odoo model
Odoo provides only a limited number of built-in approvals that are hard-coded and restricted to specific documents. When organizations need approval workflows for custom screens, special buttons, amount limits or multi-level processes, implementing them usually requires complex customization.
The Approval Engine solves this challenge by providing a centralized, rule-based approval framework for all chatter-enabled models in Odoo. Any document that supports the chatter (mail.thread) can now be configured with dynamic approval rules without modifying core business flows.
This module is ideal for organizations that require strong governance, internal controls, audit tracking and flexible approval workflows across standard and custom business processes.
Note: If approval configurations are created via Odoo Studio, the system will prioritize and apply the Studio configuration and the Approval Engine module rules will be ignored for that process.
Key Features
Chatter-Based Approval Framework
Works on mail-enabled models.
Rule-Based Triggering
Domain and condition driven approvals.
Sequential & Parallel Approvals
Flexible approval flows.
User & Group Approvers
Assign individuals or teams.
Multi-Company Approval Rules
Company-wise configurations.
Central Approval Dashboard
Status-wise approval tracking.
My Requests & All Requests
Personal and global views.
Real-Time Approval Banners
Instant pending status display.
Automatic Escalation Control
Time-based escalation support.
Complete Audit Trail
Chatter-based approval history.
Module Screenshots & Explanations
The module introduces a dedicated Approval Engine application with three core menus:
- Dashboard
- Requests
- Configuration
Dashboard
The dashboard provides a real-time overview of approval requests categorized by:
- Pending
- Approved
- Rejected
- Cancelled
Managers and approvers can quickly monitor approval workloads and decision status.
Requests
Two smart request views are available:
My Requests - Displays approval requests created by the current user
All Requests - Displays approval requests created by all users.
This ensures full transparency and centralized monitoring of approvals across the organization.
Flexible Configuration with Approval Rules & Stages
Approval Rules
Users can define approval rules by selecting:
- A chatter-enabled target model
- Multiple approval stages
Each rule can be linked to a specific button action (method) and triggered only when configured domain conditions are satisfied.
Approval Stages
Each rule can contain one or multiple approval stages with:
- Company and model control
- Target button method
- Domain conditions (example: amount > 50,000)
- Sequential or parallel approval types
- Approver users and approver groups
- Escalation days per stage
Once a model is selected in the Approval Rule, the same model is automatically populated in the Approval Stages and cannot be modified. This ensures that all stages belong to the same model and avoids confusion about where each approval stage should be applied.
This allows businesses to design simple to complex multi-level approval workflows without writing custom code.
Automatic Approval Triggering with Visual Status
When a user performs an action on a configured document:
- The system automatically raises an approval request
- A warning banner appears on the document indicating pending approval
- The requested approvers receive approval notifications
- When the approval type is set to Sequential and multiple approvers are configured:
- The first approver receives an email notification requesting approval
- Once approved, the next approver in the sequence is notified automatically
- This process continues until all required approvals are completed
- When the approval type is set to Sequential and multiple approvers are configured:
- The original action is temporarily restricted until approval is completed
Intelligent Approver Handling
If the creator of the record already belongs to the configured approver group:
- The action is allowed immediately
- The approval is automatically recorded in the chatter
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This prevents unnecessary blocking and ensures smooth business operations.
Delegation of Pending Approvals
The Approval Engine allows approvers to delegate pending approval requests to other users when required. For approval requests that are in Pending status, a dedicated Delegate button is available in the request view.
By clicking the Delegate button, users can select one or more users to whom the approval responsibility should be transferred.
Once delegated, the system automatically sends email notifications to the selected users, informing them that their approval is required.
This feature ensures business continuity when approvers are unavailable and enables flexible workload distribution across teams.
If an approver or manager rejects a request, the system instantly updates the banner to display the latest approval status.
Advanced Rule Protection & Data Integrity
The module enforces strong validations:
Rules with active requests cannot change the target model
Rules with existing requests cannot be deleted (only archived)
Modifying a rule automatically cancels all related pending requests
Cancelled requests remain visible in the dashboard
This guarantees consistent approval behavior and protects historical approval data.
Free Support
You will get 90 Days free support in case any bugs or issue (Except data recovery).
If any other custom modules are installed and because of that module some issue occurs then we charge extra.
Srikesh Infotech is an India based software company that focuses on highly qualitative, timely delivered and cost-effective offshore software development. We have 18+ years of technical and functional experience in ERP Customization and Implementation. The experience made us understand all the logics followed in business both functionally and technically.
Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on
info@srikeshinfotech.com
or contact us on WhatsApp +91 75388 24350 or raise a ticket on support.
