OmniApproval™ - Purpose-based Approvals
by Viindoo
| Lines of Code | 1317 |
| Technical name | viin_approval_purpose_routing |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/17.0/viin_approval_purpose_routing |
| Read description for | v 18.0 |
| Required Apps | Discuss (mail) Employees (hr) |
| Included Dependencies | Approvals Viindoo Base OmniApproval™: One platform. Every approval. Advanced HR Management Safe IR Metadata Proxies |
| Extensions | Approval Suite |
Approvers chosen by the purpose of the request
Usage purposes - Marketing Campaign, Capital Expenditure, Business Travel - each with its own approver rule; an approval type asks for the purpose and adds the matching approver step on top of its usual ones.
OmniApproval™ - Purpose-based Approvals (technical name viin_approval_purpose_routing) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for requester, approval admin, cfo.
At a Glance
The facts of OmniApproval™ - Purpose-based Approvals, version 0.1.0, in one place. Published by Viindoo.
How It Works
Define purposes; add purpose steps to the type; require the purpose; submit.
The request
Replacement forklift, purpose set.
Approvers
The usual chain plus the capex approver.
Purposes
Six purposes with their selectors.
A purpose
Approver and required flag.
The type
Marketing and capex rows.
What You Get
Usage purposes with approver selectors
Purpose required or optional per approval type
Type steps scoped to a purpose
Approver list recomputed from the purpose
User, job, department and tag selectors
Submitter-manager restriction option
More Screens
Everything below was taken on a database seeded with real business data, on this series - not a mock-up and not a screenshot from an older version.
A marketing request
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
Add them to the group.
Set the manager or use a user selector.
Trim the type if it should.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use OmniApproval™ - Purpose-based Approvals?
Requester
Picks the purpose, not the approver.
Approval admin
One rule per purpose instead of one type per purpose.
CFO
Every capex request lands on their desk.
Frequently Asked Questions
What does OmniApproval™ - Purpose-based Approvals do?
Usage purposes - Marketing Campaign, Capital Expenditure, Business Travel - each with its own approver rule; an approval type asks for the purpose and adds the matching approver step on top of its usual ones.
What does OmniApproval™ - Purpose-based Approvals not do?
Approvers must be Approval Officers. Add them to the group. A department without an eligible manager is skipped. Set the manager or use a user selector. Purpose steps add to the type's steps, never replace them. Trim the type if it should.
Who is OmniApproval™ - Purpose-based Approvals for?
Requester: Picks the purpose, not the approver. Approval admin: One rule per purpose instead of one type per purpose. CFO: Every capex request lands on their desk.
Which Odoo version and editions does it support?
Odoo 17.0 - Odoo Community, Odoo Enterprise, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: viin_approval. Odoo installs them with it.
How do I set it up?
Define purposes; add purpose steps to the type; require the purpose; submit.
What works well with it?
Approvals (viin_approval): The engine. Flexible Approval Flow (viin_approval_flexible_flow): Edit the chain per request.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens the module's own screen on a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name viin_approval_purpose_routing; pre-sales questions go to sales@viindoo.com.
See OmniApproval™ - Purpose-based Approvals in Action
Live demo: v17demo-int.viindoo.com
Need help with OmniApproval™ - Purpose-based Approvals?
For questions, implementation support or a custom feature, contact Viindoo.
Pre-Sales & Partnership
sales@viindoo.comUpgrades to a newer Odoo series are a separate purchase for that series.
All Viindoo apps: apps.odoo.com/apps/modules/browse?author=Viindoo
Technical Requirement
Changes log
0.1.0 - Latest on the 17.0 line
- Aligned with the 17.0 models and views.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
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The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.