Approval rules

Odoo Studio approval rules require specific users to sign off before a button, such as confirming an order or releasing a payment, can be used. They suit workflows where sensitive or high-value actions need authorisation first.

How to configure an approval rule

1. Open Studio and switch to the view containing the button to secure.
2. Select the button, then click Add an approval step in the Properties tab.
3. Choose Approvers (specific users), an Approver Group, or both.

Optionally add Users to Notify when the action is approved or rejected, and a Description shown on the button. Click the filter icon next to Approvers to set a condition for when the step applies, such as only above a certain order value.

Adding more steps

Click Add an approval step again for a multi-step approval. Enable Exclusive Approval so the same person cannot approve two steps on the same record, and set the Approval Order to control the sequence. Click the trash icon next to a step’s approvers to remove it.

How approval rules work in use

A user avatar icon appears next to the button for each approval step. An unauthorised user who clicks the button sees an error message, and an activity is created for the approvers. Authorised users can perform the action directly if it is the final step, or click the avatar icon to approve or reject it and move it to the next step.

Delegating and revoking approvals

An approver can delegate their rights to other users for all records: from the kanban view, click Delegate, choose the approvers, an optional expiry date, and anyone to notify. A decision can be revoked by clicking the avatar icon and choosing revoke, including decisions on earlier steps unless Exclusive Approval is enabled. All approvals are recorded in the record’s chatter, and full entries are listed under Settings > Technical > Studio Approval Entries with Developer mode active.