Customize Workflows in Odoo
Learn to customize Odoo's powerful workflow engine.
Video Length: 32 minutes Subscription onlySubscription Options
Would you like to learn to customize workflows in Odoo?
Finally an easy to follow video that shows you how
Learn to use Odoo workflows to solve real world requirements
Customizing workflows in Odoo v8
Why would I want to learn to customize Odoo workflows?
Odoo workflows provide a powerful way to control the flow of documents through various processes. When you install Odoo you get a set of default workflows that can typically work pretty well for many businesses. However as a business grows beyond more than a few dozen employees the ability to create custom workflows becomes increasingly valuable to have a well designed ERP system. Fortunately Odoo provides a visual editor for constructing your workflows:
In this video we cover how to add nodes to the workflow, create the required transitions, and create signals from buttons. The goal is to provide the foundation and basic knowledge so that you can begin creating your own workflow solutions.
Do I have to know how to develop modules to modify workflows?
In this video we show you how to modify workflows without writing any Python modules and with very little programming required. While it is certainly helpful and will be easier for a developer to understand this video, if you are familiar with basic business processes and computer terms. For example, if you can make spreadsheets... you can likely learn the basics for customizing workflows in Odoo. Like most subjects however with implementing ERP systems, often the scope can be quite complex and knowledge of Python and the ability to create modules will be important to implementing more complex workflow solutions in Odoo.