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CLuedoo Validation Process

CLuedoo Validation Process

Upgrade standard approvals into a user-friendly system by using Validation Groups to manage workflows, Validation Rules to define conditions, and Validation Entries to securely track history.
261.62 € 261.62 € (Tax excluded)
US$ 300.00 (Tax excluded)

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ODOO'S FUNCTION

Standard Odoo treats approvals as rigid, static technical configurations restricted to IT administrators. This approach offers poor process visibility, lacks organization, and prevents business controlling departments from easily managing approval conditions.

CLUEDOO'S FUNCTION

CLuedoo transforms standard approvals from a hidden technical setting into a clear, user-friendly application built on three main components:
​1️⃣ Validation Groups: Control the high-level workflow for a specific model, giving you options to enforce sequential approvals, auto-confirm steps, or revoke all validations at once.
​2️⃣ Validation Rules: Define the exact conditions for each step, allowing you to set specific sequences, use Python for dynamic approvers and notifications, and target specific methods or domains.
​3️⃣ Validation Entries: Act as the historical log, providing a clear, searchable view of every approval action taken to ensure total visibility over the process.

VALIDATION RULES


Go to CLuedoo Approval → Approval Rules → Create a new rule.
Fill the necessary information.
e.g., triggering an approval upon clicking 'Confirm RFQ' for orders over $1,000.

Actions:
  • Rule name: dept manager 
  • Sequence: Step 1
  • Model: Purchase Order
  • Method: button_confirm
  • Validation Group: PO > 1000
→ The dropdown suggests the groups related to the selected model only.
  • Approvers: Mitchell Admin

  • Conditions: Total is greater than 1000
  • Users to Notify: Mitchell Admin

Conditions

Notifications

Create one or more approval rules.

Result:

Create a Purchase Order with total > 1000, the approval rules will be triggered on the Confirm Order button.

The system automatically updates the progress after each approval.

If you are not the designated approver for this step, a warning message will appear.

DYNAMIC APPROVERS

On an approval rule, fill in a Python code to define the approver of this step.


result = record.user_id | record.create_uid

→ Only the Salesperson and Sale Order creator are allowed to approve/ reject.




DYNAMIC USERS TO NOTIFY

On an approval rule, fill in a Python code to define the users to notify of this step.

result = record.user_id if record.opportunity_id else record.create_uid

→ If the Opportunity field is set on the Sales Order form, it will notify the Salesperson. Otherwise, it will notify the Sale Order creator.


VALIDATION GROUPS


Go to CLuedoo Approval → Validation Groups → Create a new group.

Fill in group name and choose the Model (e.g., Purchase Order).

APPROVAL RULES TAB

Click Add a line to select the created rules to the group / create new rules on the fly. 

  • The pop-up wizard will suggest rules related to the selected model only.
You can also view all approval rules linked to this validation group here.


APPROVE IN ORDER
  • If not activated, approvals can be done in any order.
  • If activated, approvals need to be done in chronological order, from the top to bottom rules in the list. (e.g., CFO cannot approve before dept manager)

The system will block the action and display a warning if an unauthorized user attempts to confirm the RFQ.

AUTO CONFIRM
  • If activated > After the last approval, the PO will be auto-confirmed
  • If not activated > After the last approval, we still have to click Confirm Order manually


ALLOW REVOKE

If activated, users in the selected group can revoke all previous validation steps.

Add user(s) in the group.

The Revoke All button appears for users in the group only.

A confirmation message will appear. Click 'Yes, Reset Everything' to revoke all previously completed steps.

AUTOMATION TAB

Go to Settings → Technical → Automation → Automation Rules → Create a new rule and select the approval rule group → Save

Go back to the approval rule group → Under the Automation tab, the automation rule has been automatically added.


You can add Automation Rules from any models.

Click 'Add a line' to create/select a new automation rule.

VALIDATION ENTRIES


Go to CLuedoo Approval → Validation Entries → Users can view all approval entries of all models.

The validation history corresponding to each approval rule can also be accessed via the History tab.