7d45830ac8
Task-3761784 closes odoo/documentation#11977 Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
74 lines
3.2 KiB
ReStructuredText
74 lines
3.2 KiB
ReStructuredText
==============
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Approval rules
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==============
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Approval rules are used to automate approval processes for actions. They allow you to define
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the criteria for when an approval is required before an action can be performed using a button.
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Configuration
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=============
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To add approval rules with Studio, proceed as follows:
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#. :ref:`Open Studio <studio/access>` and switch to the required :doc:`view <views>`.
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#. Select the button for which you want to add approval rules.
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#. In the :guilabel:`Properties` tab on the left, enable the :guilabel:`Set approval rules`
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feature.
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#. Specify the :guilabel:`Approval Group` to limit the approval permission to a specific user
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group.
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#. Define the :guilabel:`Responsible` user to create an activity for a specific user when an
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approval is requested from them.
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#. Add a :guilabel:`Description` to be displayed in the :ref:`Approval dialog <approval-rules/use>`.
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#. Enable :guilabel:`Limit approver to this rule` to require approvers to be different users (when
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there are multiple approval rules).
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Optionally, you can also add conditions for the approval rule to be applied by clicking the
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:icon:`fa-filter` (:guilabel:`filter`) icon next to the :guilabel:`Approval Group` field.
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Click :guilabel:`Add an approval rule` to add another rule.
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Click the :icon:`fa-trash` (:guilabel:`trash`) icon next to the :guilabel:`Approval group` field to
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delete the approval rule.
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.. tip::
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You can create :ref:`user groups <access-rights/groups>` specifically for approvals.
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.. _approval-rules/use:
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Use
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===
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Once approval rules have been defined for a button:
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- A **user avatar** icon is displayed next to the button's label for each approval rule that has
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been defined.
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.. image:: approval_rules/approvals-button.png
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:alt: Confirm button with approval for purchase orders
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- When an unauthorized user clicks the button, an error message is displayed in the top-right corner
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and an activity is created for the user specified in the :guilabel:`Responsible` field.
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- Only users from the group defined in the :guilabel:`Approval Group` field are allowed to approve
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or reject the action.
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Authorized users can:
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- approve and perform the action by clicking the button;
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- approve the action and allow another user to perform it by clicking the **user avatar** icon next
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to the button's label, then clicking the :icon:`fa-check` (:guilabel:`Approve`) button in the
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dialog that opens.
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- reject the action by clicking the **user avatar** icon next to the button's label, then clicking
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the :icon:`fa-times` (:guilabel:`Reject`) button in the dialog that opens.
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.. image:: approval_rules/approvals-awaiting.png
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:alt: Approval dialog
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.. tip::
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- The user who approved/rejected the action can revoke their decision by clicking the **user
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avatar** icon next to the button's label, then clicking the :icon:`fa-undo`
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(:guilabel:`Revoke`) button.
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- Approvals are tracked in the record's chatter. An approval entry is also created every time
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a Studio approval-related action is performed. To access the approval entries, :doc:`activate
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the developer mode </applications/general/developer_mode>` and go to :menuselection:`Settings
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--> Technical --> Studio Approval Entries`.
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