[ADD] Studio: approval rules

task-3553095

closes odoo/documentation#10029

Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
This commit is contained in:
“Audrey 2024-02-13 13:19:06 +01:00 committed by Audrey (auva)
parent 7566002f49
commit 13ddb59da9
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@ -13,19 +13,27 @@ Studio
studio/models_modules_apps
studio/automated_actions
studio/pdf_reports
studio/approval_rules
Studio is a toolbox that allows you to customize Odoo without coding knowledge. For example, you
can, on any app, add or modify:
can, in any app, add or modify:
- :doc:`Fields <studio/fields>`
- :doc:`Views <studio/views>`
- :doc:`Models <studio/models_modules_apps>`
- :doc:`Automated actions <studio/automated_actions>`
- :doc:`PDF reports <studio/pdf_reports>`
- Approval rules
- :doc:`Approval rules <studio/approval_rules>`
- Security rules
Or you can :doc:`build an app from scratch <studio/models_modules_apps>`.
You can also :doc:`build an app from scratch <studio/models_modules_apps>`.
.. _studio/access:
To access Studio, navigate to the app and model you want to modify, then click the **Toggle Studio**
button, or vice versa.
To close Studio, click :guilabel:`Close` in the upper right corner.
.. seealso::
- `Odoo Tutorials: Studio <https://www.odoo.com/slides/studio-31>`_
`Odoo Tutorials: Studio <https://www.odoo.com/slides/studio-31>`_

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==============
Approval rules
==============
Studio approval rules are used to automate approval processes for actions. They allow you to define
the criteria for when an approval is required before an action can be performed using a button.
Configuration
=============
To add approval rules, proceed as follows:
#. :ref:`Open Studio <studio/access>` and switch to the required :doc:`view <views>`.
#. Select the button for which you want to add approval rules.
#. In the :guilabel:`Properties` tab on the left, enable the :guilabel:`Set approval rules`
feature.
#. Specify the :guilabel:`Approval Group` to limit the approval permission to a specific user
group.
#. Define the :guilabel:`Responsible` user to create an activity for a specific user when an
approval is requested from them.
#. Add a :guilabel:`Description` to be displayed in the :ref:`Approval dialog <approval-rules/use>`.
#. Enable :guilabel:`Limit approver to this rule` to require approvers to be different users (when
there are multiple approval rules).
Optionally, you can also add conditions for the approval rule to be applied by clicking the
:icon:`fa-filter` (:guilabel:`filter`) icon next to the :guilabel:`Approval Group` field.
Click :guilabel:`Add an approval rule` to add another rule.
Click the :icon:`fa-trash` (:guilabel:`trash`) icon next to the :guilabel:`Approval group` field to
delete the approval rule.
.. tip::
You can create :ref:`user groups <access-rights/groups>` specifically for approvals.
.. _approval-rules/use:
Use
===
Once approval rules have been defined for a button:
- A **user avatar** icon is displayed next to the button's label for each approval rule that has
been defined.
.. image:: approval_rules/approvals-button.png
:alt: Confirm button with approval for purchase orders
- When an unauthorized user clicks the button, an error message is displayed in the top-right corner
and an activity is created for the user specified in the :guilabel:`Responsible` field.
- Only users from the group defined in the :guilabel:`Approval Group` field are allowed to approve
or reject the action.
Authorized users can:
- approve and perform the action by clicking the button;
- approve the action and allow another user to perform it by clicking the **user avatar** icon next
to the button's label, then clicking the :icon:`fa-check` (:guilabel:`Approve`) button in the
dialog that opens.
- reject the action by clicking the **user avatar** icon next to the button's label, then clicking
the :icon:`fa-times` (:guilabel:`Reject`) button in the dialog that opens.
.. image:: approval_rules/approvals-awaiting.png
:alt: Approval dialog
.. tip::
- The user who approved/rejected the action can revoke their decision by clicking the **user
avatar** icon next to the button's label, then clicking the :icon:`fa-undo`
(:guilabel:`Revoke`) button.
- Approvals are tracked in the record's chatter. An approval entry is also created every time
a Studio approval-related action is performed. To access the approval entries, :doc:`activate
the developer mode </applications/general/developer_mode>` and go to :menuselection:`Settings
--> Technical --> Studio Approval Entries`.

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