Workflow & Approval Customization
Design approval workflows that match your organizational hierarchy and business rules, from simple single-step to complex multi-level processes.
Workflow Capabilities
Build approval processes that reflect how your organization actually makes decisions.
Multi-Step Approvals
- Sequential approval chains (Manager → Director → CFO)
- Parallel approvals for cross-department sign-off
- Amount-based approval thresholds
Conditional Routing
- Route based on department, amount, or category
- Skip steps when conditions are met
- Escalation rules for delayed approvals
Role-Based Access
- Approval rights based on user roles
- Delegation and substitute approvers
- Notification to relevant stakeholders
Status Management
- Custom status stages for any document
- Automated status transitions
- Status-based field restrictions
Example: Purchase Order Approval Flow
Draft
Team Lead Review
Manager Approval
Finance Check
Approved
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