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Dynamically define approvers and users to notify in Studio approval rules by Python code

Using Python Code to define Users to notify in Approval Rules
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ODOO'S FUNCTION

Odoo only supports notifying specific users and defining fixed approvers in approval rules, which can be limiting and reduce flexibility

CLUEDOO'S FUNCTION

CLuedoo brings cds_studio_dynamic_approvers module, allowing users to set notification recipients and approvers dynamically and flexibly in approval rules, fully supporting complex business requirements through Python code.

1

Access Studio by clicking on the icon highlighted in red on the first picture > Add an approval rule 

EX: Add approval rule to the Confirm button on the Sale Order form



2

Set up the necessary information such as Approvers, Rule Conditions  and other fields according to your needs > Put your Python Code into Approver Python Code and User To Notify Python Code > Close 


2.1 Approver Python Code

Ex: record.user_id | record.create_uid

=> This code means that only Salesperson and Sale Order Creator are allowed to approve/ reject the approval rule


2.2 User To Notify Python Code

Ex: record.user_id if record.opportunity_id else record.create_uid

=> This code means that if the opportunity field is set on the Sale Order Form, it will notify the Salesperson. Otherwise, it will notify the Sale Order Creator