This is the documentation for older versions of Odoo (formerly OpenERP).

See the new Odoo user documentation.

See the new Odoo technical documentation.

Configuring Workflows and Processes

Workflows represent the company's different document flows. They are completely configurable and define the path that any individual OpenERP object (such as an order) must follow, depending on the conditions (for example, an order above a certain value must be approved by a sales director, otherwise by any sales person, before the delivery can be triggered).

The figure Workflow for order SO005 shows the standard workflow for an order. You can show it from the GTK client starting with Sales ‣ Sales ‣ Sales Orders. Select an order, then go to the top menu Plugins ‣ Execute a plugin ‣ Print Workflow to show the workflow below.

In the web client, you can reach a workflow from the associated cross-company process (the process itself is reached by going to the sales document and then clicking the Corporate Intelligence button above it). The chapter Process provides all of the information needed to create and modify technical workflows and cross-company processes.


Workflow for order SO005