8
OPEN ERP 7 CREATE A WORKFLOW

Open erp 7 workflow

Embed Size (px)

Citation preview

Page 1: Open erp 7 workflow

OPEN ERP 7CREATE A WORKFLOW

Page 2: Open erp 7 workflow

STEP BY STEP

1.Create state in column fields2.Create button and field in form view3.Create workflow activity4.Create workflow transition

Page 3: Open erp 7 workflow

CREATE STATE IN COLUMN FIELDSclass crossovered_budget(osv.osv): _inherit = "crossovered.budget" _description = "inherited to crossovered.budget" _columns = { #other fields 'state' : fields.selection( [('draft','Draft'), ('cancel', 'Cancelled'), ('check','Wait Approval Manager'), ('authorize','Wait Approval Dir Opr'), ('authorize_finance','Wait Approval Dir. Fin'), ('confirm','Wait Approval Finance'), ('validate','Validate'), ('done','Done')], 'Status', select=True, required=True, readonly=True) }

Page 4: Open erp 7 workflow

CREATE BUTTON AND FIELD IN FORM VIEW

<header> <button string="Confirm1" name="confirm" states="draft" type="workflow" class="oe_highlight"/> <button string="Approve" name="check" states="check" type="workflow" class="oe_highlight"/> <button string="Wait Approval Manager" name="authorize" states="authorize" type="workflow" class="oe_highlight"/> <button string="Wait Approval Dir. Operational" name="authorize_finance" states="authorize_finance" type="workflow" class="oe_highlight"/> <button string="Wait Approval Dir. Finance" name="confirm" states="confirm" type="workflow" class="oe_highlight"/> <button string="Done" name="done" states="validate" type="workflow" class="oe_highlight"/> <button name="draft" states="cancel" string="Reset to Draft" type="workflow" /> <button string="Cancel Budget" name="cancel" states="check,authorize,authorize_finance,confirm,validate" type="workflow"/> <field name="state" widget="statusbar" statusbar_visible="draft,check,authorize,authorize_finance,confirm,validate,done"/></header>

Page 5: Open erp 7 workflow

CREATE WORKFLOW ACTIVITY<record model="workflow" id="wkf_crossovered_budget"> <field name="name">wkf.crossovered.budget</field> <field name="osv">crossovered.budget</field> <field name="on_create">True</field></record>

<record model="workflow.activity" id="act_draft"> <field name="wkf_id" ref="wkf_crossovered_budget" /> <field name="flow_start">True</field> <field name="name">draft</field> <field name="action">write({'state':'draft'})</field> <field name="kind">function</field></record>

Page 6: Open erp 7 workflow

CREATE WORKFLOW ACTIVITY CONTINUE<record model="workflow.activity" id="act_done"> <field name="wkf_id" ref="wkf_crossovered_budget" /> <field name="name">done</field> <field name="flow_stop">True</field> <field name="kind">stopall</field> <field name="action">budget_done()</field> <field name="join_mode">XOR</field></record>

Page 7: Open erp 7 workflow

CREATE WORKFLOW TRANSITION<record model="workflow.transition" id="t1"> <field name="act_from" ref="act_draft" /> <field name="act_to" ref="act_confirm" /> <field name="signal">confirm</field></record>

<record model="workflow.transition" id="t2"> <field name="act_from" ref="act_confirm" /> <field name="act_to" ref="act_validate" /> <field name="signal">validate</field></record>

Related to button ActionRelated to button Action

Page 8: Open erp 7 workflow

THANK YOUHOPE IT WILL BE USEFULL