[ADD] Studio: approval rules

task-3553095

closes odoo/documentation#10141

X-original-commit: 13ddb59da9
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>

content/applications/studio.rst

@@ -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>`_

content/applications/studio/approval_rules.rst

@@ -0,0 +1,79 @@
+==============
+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:`Allowed Group` to limit the approval permission to a specific user
+   group.
+#. Select the :guilabel:`Responsible` user to create an activity for a specific user when approval
+   is requested from them.
+#. Select the :guilabel:`Users to notify` via internal note.
+#. Add a :guilabel:`Description` to be displayed in the :ref:`Approval dialog <approval-rules/use>`.
+
+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:`Allowed Group` field.
+
+To add another rule, click :guilabel:`Add an approval rule`. When there are multiple approval rules,
+you can:
+
+- enable :guilabel:`Exclusive Approval` to require approvers to be different users;
+- change the :guilabel:`Notification Order` of the approval rule so that the :guilabel:`Responsible`
+  and :guilabel:`Users to notify` are only notified when the previous rule has been approved, and
+  their approval is required. If the approval rules have the same :guilabel:`Notification Order`,
+  all users are notified at the same time when the first approval is requested.
+
+Click the :icon:`fa-trash` (:guilabel:`trash`) icon next to the :guilabel:`Allowed 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:`Allowed Group` field are authorized 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`.