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Dynamic Approval Engine

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Universal Approvals.
Multi-Stage Workflow.
Zero Code. Perfect Control.

Universal Approval Engine is a highly dynamic, zero-code module that injects complex, multi-stage approval workflows into any model in Odoo 18. It natively injects action bars, smart buttons, and robust UI locks directly into Odoo forms via a smart hybrid architecture.

Universal Compatibility Kanban Dashboard Overview Dynamic UI & Button Locking Flexible Approver Routing Escalation & Delegation Advanced Analytics Suite
Universal Approval Engine
Multi-Stage Chains
Managers to directors to finance
Dynamic UI Locking
Hides/disables form buttons dynamically
SLA Escalations
Auto-approve, reject, or delegate
100% Odoo 18
Native ORM hook, no python code needed
Engine Workflow

How the Engine Thinks

From record creation to final decision, the engine intercepts actions and routes them through a robust validation process in milliseconds.

1

Trigger & Intercept

The ORM mixin detects new record actions, checks matching workflows, and generates an approval request.

2

Activation Check

Evaluates stage trigger conditions, auto-approve domains, and multi-company scopes to decide if verification is needed.

3

UI Lock Injection

Preloads server-side CSS to hide form action buttons instantly, preventing double confirmation or edit operations.

4

Approver Routing

Identifies targets dynamically (specific users, dynamic relations like manager paths) and alerts pending approvers.

5

Escalation & SLA

Monitors stage timeouts to automatically auto-approve, reject, or escalate requests to higher authorities.

6

Actionable Decisions

Users can Approve, Reject, Delegate, or Request Changes directly from the native form action bar.

7

BI Suite Analytics

Tracks approval durations, volume, rejection rates, and stage bottlenecks via 6 built-in pivot reports.

Functional Walkthrough

See the Engine in Action

Explore the complete step-by-step visual guide of the Universal Approval Engine. Configure stage conditions, schedule automated actions, customize dynamic UI rules, delegate tasks, and monitor SLA performance.

1. Approval Overview Dashboard

Provides a high-level overview of active approval workflows, displaying metrics such as open and total requests along with a graphical representation of request volume over time.

Approval Overview Dashboard
2. Workflow Configurations List

Displays a list of all configured approval workflows, showing details such as the target model, associated company, and activation status.

Workflow Configurations List
3. Workflow Configuration Form View

Displays the detailed configuration for a specific workflow, including global settings like resubmission policy and the list of defined approval stages with their policy rules.

Workflow Configuration Form View
4. Approval Stage Configuration Dialog

Demonstrates the configuration for a specific approval stage ("L1 Manager Review"), highlighting requirements like mandatory comments/attachments and defining the approver type.

Approval Stage Configuration Dialog
5. Stage Activation Conditions

Details the criteria under which an approval stage is triggered, featuring a domain editor that helps determine the records matching the activation rules.

Stage Activation Conditions
6. Stage Skip Conditions

Configures rules to bypass this approval stage automatically if the target document matches the specified domain criteria.

Stage Skip Conditions
7. Auto-Approve Rules

Defines domain conditions that trigger an automatic approval for the stage, writing a log directly to the chatter when matched.

Auto-Approve Rules
8. Navigating to UI Rules Settings

Illustrates the process of switching to the UI Rules configuration tab within the stage setup dialog.

Navigating to UI Rules Settings
9. UI Rules Configuration

Configures dynamic UI modifications for the stage, enabling target actions (Read-Only, Required, or Hidden) for Fields, Tabs/Pages, Groups, and Buttons while pending approval.

UI Rules Configuration
10. Stage Activity Scheduling

Configures the type of Odoo activity (e.g., Email, Call, To Do) that is automatically created for the approvers when this stage becomes active.

Stage Activity Scheduling
11. Stage Escalation Settings

Defines escalation policies to redirect approvals to alternative users (e.g., Mitchell Admin) if the pending approval exceeds a certain timeout threshold.

Stage Escalation Settings
12. Approval Notifications Setup

Sets up custom notification rules to alert specific users via email templates when certain events occur, such as stage activation.

Approval Notifications Setup
13. My Approvals Pending List

Provides users with a dedicated list view of all approval requests assigned to them that are currently in a pending state.

My Approvals Pending List
14. Approval Reporting & Analytics Options

Displays the various analytics reports available, including Approval Volume, Duration, Bottlenecks, and Performance metrics.

Approval Reporting & Analytics Options
15. Native Approval Status Bar & Action Controls

Integrates approval controls directly into the document view, allowing users to Approve, Reject, Request Changes, or Delegate the request with visible status banner.

Native Approval Status Bar & Action Controls
16. Non-Approver Read-Only Banner

Shows the document status banner when the current user is not the designated approver for the active stage, indicating they are waiting for action.

Non-Approver Read-Only Banner
17. Active Approver Action View

Displays the document view from the perspective of the current approver for the active stage (e.g., L2 Director), restoring the action buttons.

Active Approver Action View
18. Approval Confirmation Dialog

Displays the action dialog that appears when clicking "Approve", allowing the approver to add comments and upload supporting attachments before final confirmation.

Approval Confirmation Dialog
19. Rejection Confirmation Dialog

Displays the action dialog that appears when clicking "Reject", allowing the approver to enter feedback before rejecting the document.

Rejection Confirmation Dialog
20. Changes Requested State

Displays the status banner when an approver requests modifications, halting the approval flow and prompting the requester to make corrections.

Changes Requested State
21. Delegation Setup Wizard

Displays the delegation dialog that allows an approver to reassign the approval task to another user, choosing between temporary or permanent delegation.

Delegation Setup Wizard
22. Subsequent Approval Stage Progression

Shows the approval request moving to the final "L3 Finance Clearance" stage after being approved at the L2 stage, with historical progression tracked in chatter.

Subsequent Approval Stage Progression
23. Completed Approval Workflow

Displays the document (e.g., Quotation) after successfully completing all approval stages, restoring the standard Odoo document actions.

Completed Approval Workflow
Capabilities

Enterprise Level Intelligence

Unlock advanced control, routing policies, and secure locking capabilities for your Odoo databases.

Zero-Code Integration

Hooks into Odoo's BaseModel at the ORM level. Support any standard or custom Odoo model without writing a single line of python code.

Dynamic Button Discovery

Scans form view XML data automatically to extract available button IDs, offering a strict, error-free dropdown for workflow configuration.

Flicker-Free UI Locks

Dynamically locks UI elements (Fields, Tabs/Pages, Groups, and Buttons) during Odoo's view loading phase based on active stage rules, preventing flickering.

Secure State Mutations

State transitions (such as resubmission or changes) are wrapped securely in sudo context to prevent security leaks while ensuring access privileges.

Advanced Routing Policies

Configure consensus options: require first response, unanimous approval from all users, or a specific numeric count of approvers.

Relational Approver Lookup

Dynamically traverse Odoo relationship chains to find supervisors (e.g. `user_id.employee_id.parent_id.user_id`) on the fly.

Synodica Solutions

Specialized Odoo Services

We build, customize, and maintain Odoo solutions for businesses worldwide - from implementation to advanced integrations.

Synodica Services

Ready to Automate Approvals?

Stop chasing signature sheets, emails, and manual verification steps. Install the Universal Approval Engine and manage all Odoo workflow approvals automatically.

© 2026 Synodica Solutions PVT. LTD. - Universal Approval Engine for Odoo 18

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