How To Create And Customize Workflow Actions In Odoo

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Just take a moment to consider the meteoric rise of internet purchasing that has occurred over the previous ten years. The number of people who do their shopping online is more than it has ever been, and for many people, doing their shopping online is their principal means of acquiring products and services.

Despite the fact that this is, of course, a blessing to any e-commerce site, there is a great deal of work that goes into operating an e-commerce site that is safe, functional, and efficient, especially when one considers the intense competition that comes from enormous corporations like Amazon.

Because of this, businesses that specialize in e-commerce need to make use of every resource available to them in order to improve the efficacy and efficiency of their business operations. When faced with a situation like this, e-commerce workflow management software might be of great assistance. In this article, we will show you how to create and customize workflow actions in Odoo.

The importance of workflow management for eCommerce businesses

On an e-commerce website, merchants play a significantly greater role, and it is essential that they be onboarded as rapidly and effectively as is humanly possible. Utilizing workflow management systems to handle vendor management is an excellent approach to streamline this process while also making it more transparent significantly. This may be accomplished by combining the two phrases “dramatically streamline” and “more transparent.”

You are able to upload contract templates to a workflow server, which functions as a centralized workspace for all of the parties involved in the process. This grants everyone access to all of the documentation and information they require to begin and approve the onboarding of a vendor or make some kind of change.

When placing a purchase, customers occasionally find that they have made a mistake or that the item they ordered was not to their satisfaction. At this point, the procedure for canceling an order or making a return will be started. There is no justifiable reason why you shouldn’t have an automated method to manage this like the significant e-commerce companies such as Amazon do; in fact, you should.

How to create workflow actions in Odoo

Automated activities, known as workflow actions, can be created and customized at the level of each individual workspace. They show up next to a file whenever that file fulfills the requirements that you specify. In this manner, you will be able to perform actions such as adding tags to a file or moving it to a different workspace with only the click of a button. You may improve the efficiency of the administration of your papers and your overall business operations by utilizing workflow activities.

Step 1: Create a manual workflow action

In order to build workflow actions, navigate to Documents > Configuration > Workspaces and then choose the workspace to which the action should be applied. After selecting the Actions smart button from the toolbar, select the Create option.

Action is carried out on each of the Child Workspaces that are contained within the Parent Workspace that you have chosen. In developer mode, you will have immediate access to all of your actions by navigating to Documents > Configuration > Actions.

Step 2: Modify conditions for the workflow

Once you have given your workflow action a name, you will be able to configure the conditions that determine when the action button will appear on the right-hand panel when a file is selected.

There are three primary categories of criteria that you are able to impose:

• Tags: you have the option of using either the Contains or Does not contain conditions. This indicates that the files must either contain or not contain the tags that are set here.
• Contact: in order for the files to be associated with this contact, you must first set the contact here.
• Owner: the owner that is set here must be associated with the files in some way.

If you do not provide any conditions, the action button will show for each and every file that is located within the workspace that has been selected.

Step 3: Set up the “Domain” condition for your workflow action

To ensure that Domain filters are set up correctly, it is essential that you have some prior experience with the creation of Odoo. To gain access to the Domain condition, it is necessary first to activate the developer mode. After that is finished, select the Domain condition type from the drop-down menu and then click on the Add Filter button.

Selecting a field, an operator, and a value are the standard steps involved in the creation of a rule. For instance, if you want to add a workflow action to all of the PDF files contained within a workspace, you could set the field to Mime Type, the operator to contains, and the value to pdf. This would accomplish what you were trying to accomplish.

To add conditions and sub-conditions, you can do so by selecting the Add node (plus-circle icon) and Add branch (ellipsis icon) options, respectively. After that, you will be given the option to define whether or not your rule should match ALL or ANY circumstances. You also have the opportunity to manually update the rule by using the Code editor.

How to customize workflow actions in Odoo

Step 1: Customize the default information of the workflow

To configure your action, select the tab labeled Actions. It is possible to simultaneously:

• You can either add a contact to the file or replace an existing contact with a new one when you use the “Set Contact” function.
• You can either add a new owner to the file or replace an existing owner with a new one when you use the “Set Owner” command.
• Transfer to Workspace: Transfer the file to any of your available workspaces.
• Make: add one of the following to the list of items that will be attached to the file in your database:

• Create a product that may be immediately edited by using a product template.
• Create a Project task that you may directly edit by following this task’s instructions.
• Request for a signature: make and distribute a brand new version of the Sign template.
• Make a Sign template to sign immediately, or simply create your own signature.
• Bill to the vendor: Construct a bill to the vendor by scraping information from the file content using OCR and AI to create the bill.
• Invoice for the customer: To generate an invoice for the customer, you can use OCR and AI to scrape information from the file.
• OCR and AI can be used to scrape information from a file in order to generate a vendor credit note, which can then be sent to the vendor.
• Note de crédit: Generate a note de crédit à l’intention du client utilizing OCR and AI in order to scrape information from the file.
• Create a brand new HR application that you will be able to amend if you are an applicant immediately.

Step 2: Customize the activities of the workflow

Tags can be edited by adding, removing, or replacing any number of existing tags.

Activities - Mark all as Done: make sure that all of the activities that are connected to the file are marked as completed.

Activities - Schedule Activity: build a new activity related to the file in accordance with the action’s configuration settings. You have the option of setting the activity on the owner of the document.

Wrapping Up

We hope this article will help you clear your doubts about how to create and customize workflow actions in Odoo. No matter how smoothly we believe we operate our company, there is always room for improvement, and our clients can give us some feedback or recommendations. These are extremely valuable and should not be disregarded in any circumstance, particularly if you are seeking repeat business.

Your online reputation and the possibility that a customer would return to shop at your e-commerce site could suffer if you take too long to process a refund or respond to a question that is pertinent to the transaction. Automating handling customer complaints and comments, directing communication to the right person, and providing prompt responses to customer inquiries are all critical aspects of providing excellent customer service and retaining existing clients.