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odoo workflows

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odoo 9.0 official document

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Workows

In Odoo, a workflow is a technical artefact to manage a set of "things to do" associated to the records

of a model. The workflow provides a higher-level way to organize tasks to perform with or on a record.

More specifically, a workflow is a directed graph where the nodes are called "activities" and the arcs

are called "transitions".

Activities define work that should be done within the Odoo server, such as changing the state of

some records, or sending emails.

Transitions control how the workflow progresses from activity to activity.

In the definition of a workflow, one can attach conditions, signals, and triggers to transitions, so that

the behavior of the workflow depends on user actions (such as clicking on a button), changes to

records, or arbitrary Python code.

All in all, Odoo's workflow system provides:

a description of the evolution of a record (document) over time

automatic actions based on various and flexible conditions

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management of company roles and validation steps

management of interactions between objects

a visual representation of document flows through their lifecycle

For instance, a basic order could have the following flow:

Draft

Confirmed

Closed Canceled

Orders start in the Draft state, can be Confirmed by a user, and then either shipped (Closed) or

Canceled.

A company using Odoo may want to add discount support to orders, where sales staff has

discretionary discounting powers up to 15%, but manager validation is required for discounts beyond

15%. The workflow can be altered online to add the relevant steps without editing Python or XML files:

Draft

Confirmed

discount <= 15% Validation

discount > 15%

Closed Canceled

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