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Modeling general business workflows

Hello,

is anyone aware of any module that would allow for some kind of general workflow? I have a requirement for something the customer calls "Personnel Requisition Request" where hiring manager initiates a request to head of department, then when approved moves to another department for filling in some data, then is set back, ...  This particular case involves hiring but I guess such need is more general.

I can handle approvals with existing tier validation modules. I can build an object to represent the request. Using tasks as request and stages came to my mind. But I have a feeling that there is (could be) fomething to automate the business flow. Any ideas are welcome. Thank you very much.

Best regards

	Radovan Skolnik



by Radovan Skolnik - 04:20 - 18 Mar 2024

Follow-Ups

  • Re: Modeling general business workflows
    David,
    
    this is quite intriguing... Probably a bit overkill for this case but can be 
    very useful... Thank you.
    
    Best regards
    
    	Radovan
    
    On utorok 19. marca 2024 9:22:20 CET David Beal wrote:
    
    > Maybe there
    
    > https://github.com/acsone/scobidoo [1]
    
    > Bonne journée
    
    > David BEAL  Akretion [2]
    
    > Consultant ERP Odoo
    
    > 
    
    > Le lun. 18 mars 2024 à 20:37, Pedro M. Baeza <
    
    > notifications@odoo-community.org [3] > a écrit : Maybe 
    
    > https://github.com/OCA/automation/pull/1 [4] may serve you. Regards.
    
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    by Radovan Skolnik - 09:40 - 19 Mar 2024
  • Re: Modeling general business workflows
    Maybe there


    Bonne journée

    David BEAL
    Consultant ERP Odoo


    Le lun. 18 mars 2024 à 20:37, Pedro M. Baeza <notifications@odoo-community.org> a écrit :
    Maybe https://github.com/OCA/automation/pull/1 may serve you.

    Regards.

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    by David BEAL - 09:20 - 19 Mar 2024
  • Re: Modeling general business workflows
    Maybe https://github.com/OCA/automation/pull/1 may serve you.

    Regards.

    by Pedro M. Baeza - 08:34 - 18 Mar 2024
  • Re: Modeling general business workflows
    Hi Adam,
    
    I am very much aware of this but that would mean programming all the logic. I 
    was looking for something where I would just configure things.
    
    Best regards,
    
    	Radovan
    
    On pondelok 18. marca 2024 18:31:47 CET Adam Heinz wrote:
    
    > Odoo has some special handling for any model with a field named "state" that
    
    > lends itself towards this sort of effort. You can decorate other fields
    
    > with "states" in Python and XML to pay attention to its value, i.e.
    
    > currency_id = fields.Many2one('res.currency', store=True, readonly=True,
    
    > tracking=True, required=True, states={'draft': [('readonly', False)]},
    
    > string='Currency',
    
    > default=_get_default_currency)
    
    > <button name="action_post" states="draft" icon="fa-check" title="Post"
    
    > type="object" groups="account.group_account_invoice"/> This should allow
    
    > you to drive a user through a mostly linear workflow without too much
    
    > trouble, by showing only actions appropriate to the current state and
    
    > marking fields readonly once they should no longer be changed. On Mon, Mar
    
    > 18, 2024 at 11:22 AM Radovan Skolnik < notifications@odoo-community.org [1]
    
    > > wrote: Hello,
    
    > is anyone aware of any module that would allow for some kind of general
    
    > workflow? I have a requirement for something the customer calls "Personnel
    
    > Requisition Request" where hiring manager initiates a request to head of
    
    > department, then when approved moves to another department for filling in
    
    > some data, then is set back, ... This particular case involves hiring but I
    
    > guess such need is more general. I can handle approvals with existing tier
    
    > validation modules. I can build an object to represent the request. Using
    
    > tasks as request and stages came to my mind. But I have a feeling that
    
    > there is (could be) fomething to automate the business flow. Any ideas are
    
    > welcome. Thank you very much. Best regards
    
    > Radovan Skolnik
    
    > 
    
    > 
    
    > _______________________________________________
    
    > Mailing-List: https://odoo-community.org/groups/contributors-15 [2]
    
    > Post to: mailto: contributors@odoo-community.org [3]
    
    > Unsubscribe: https://odoo-community.org/groups?unsubscribe [4]
    
    > 
    
    > 
    
    > _______________________________________________
    
    > Mailing-List: https://odoo-community.org/groups/contributors-15 [5]
    
    > Post to: mailto:contributors@odoo-community.org
    
    > Unsubscribe: https://odoo-community.org/groups?unsubscribe [6]
    
    > 
    
    > 
    
    > 
    
    > [1] mailto:notifications@odoo-community.org
    
    > [2] https://odoo-community.org/groups/contributors-15
    
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    > [6] https://odoo-community.org/groups?unsubscribe
    
    
    
    
    

    by Radovan Skolnik - 06:36 - 18 Mar 2024
  • Re: Modeling general business workflows
    Odoo has some special handling for any model with a field named "state" that lends itself towards this sort of effort. You can decorate other fields with "states" in Python and XML to pay attention to its value, i.e.

        currency_id = fields.Many2one('res.currency', store=True, readonly=True, tracking=True, required=True,
            states={'draft': [('readonly', False)]},
            string='Currency',
            default=_get_default_currency)

        <button name="action_post" states="draft" icon="fa-check" title="Post" type="object" groups="account.group_account_invoice"/>

    This should allow you to drive a user through a mostly linear workflow without too much trouble, by showing only actions appropriate to the current state and marking fields readonly once they should no longer be changed.


    On Mon, Mar 18, 2024 at 11:22 AM Radovan Skolnik <notifications@odoo-community.org> wrote:
    Hello,
    
    is anyone aware of any module that would allow for some kind of general workflow? I have a requirement for something the customer calls "Personnel Requisition Request" where hiring manager initiates a request to head of department, then when approved moves to another department for filling in some data, then is set back, ...  This particular case involves hiring but I guess such need is more general.
    
    I can handle approvals with existing tier validation modules. I can build an object to represent the request. Using tasks as request and stages came to my mind. But I have a feeling that there is (could be) fomething to automate the business flow. Any ideas are welcome. Thank you very much.
    
    Best regards
    
    	Radovan Skolnik
    
    
    

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    by Adam Heinz - 06:31 - 18 Mar 2024