Visual Workflow Builder — No-Code Automation

249.00 €

Visual Workflow Builder

No-code automation for Odoo 19 Community Edition — design, publish, and run workflows visually.

Automate repetitive business processes without writing code. Build professional workflows on a drag-and-drop canvas with triggers, conditions, actions, subworkflows, approvals, and full execution tracing — natively inside Odoo.

Why Visual Workflow Builder?

Odoo CE has automation rules — but no visual workflow designer. This app fills that gap with an enterprise-grade, standalone engine built for business users and consultants alike.

Visual Canvas

Drag nodes, connect branches, delete and reconnect edges — configure each step in a property panel.

Event-Driven

React to record creation, updates, field changes, schedules, webhooks, manual runs, and parent workflows.

Full Traceability

Every workflow run is logged step-by-step — see exactly what happened and where it stopped.

The Visual Builder

A full-screen, professional workflow designer integrated into Odoo's backend.

•  Node palette with categorized triggers, logic, actions & control steps
•  Pan & zoom canvas with snap-to-grid background
•  Drag-and-drop node positioning and connector handles
•  Click or Delete key to remove connections; drag to reconnect
•  Built-in domain filter editor (same UI as Odoo automation rules)
•  Model and field pickers for Create / Update Record nodes
•  Update Record with fixed values, copy-from-field, or calculated numeric updates
•  Validate, Save, and Publish workflow from the toolbar
•  Autosave every 15 seconds — never lose your design
•  Validation badges on invalid nodes before publish
•  True / False handles on condition nodes; per-case handles on Switch nodes
•  Loop body & done handles for iteration flows
•  User assignee dropdowns by name for Human Task and Create Activity nodes
•  Send Email with recipient field picker and {{field}} placeholders in subject/body

Trigger Nodes

Start workflows when something happens in your business data.

Record Created

Fire when a new record is saved on any Odoo model.

Record Updated

React to writes on matching records with domain filters.

Field / Stage Changed

Watch specific fields or stage/status transitions. Pick stage_id or state (e.g. project task Done checkbox vs kanban column). Fires only on real value changes.

Manual

Start a run explicitly via API or test wizard.

Scheduled

Recurring batch runs with configurable interval (minutes, hours, days, weeks) and a Run At time-of-day picker.

Webhook

External HTTP triggers via a secure URL published after save.

Called by Parent Workflow

Entry point for subworkflows. Filter by record domain and by parent context data sent at start.

Logic, Actions & Control

If / Else

Branch workflows with visual domain conditions on the current record.

Switch

Branch on a field value with a field picker, named cases, and a default branch on the canvas.

Record Actions

Create or update records with model/field dropdowns. Update fields with fixed values, copy from another field, or calculate (+, −, ×, ÷, %).

Communicate

Send emails with dynamic recipients and field placeholders, post chatter messages, create activities, and call webhooks.

Call Subworkflow

Start another published workflow, pass parent context, and optionally wait for the child to finish.

Wait & Human Tasks

Pause for a configurable delay or until a named user completes an assigned approval activity.

Loop

Iterate over related records (order lines, tasks, etc.) with a safety limit.

Execution Trace

Debug every run: enter, exit, branch, wait, error — with timestamps.

Role-Based Access

Runtime User, Designer, and Manager groups — only Designer and Manager see the Workflows app.

Smart Field Updates & Email

Go beyond static values — compute amounts and personalize messages from record data.

Update Record — three value modes

•  Fixed value â€” set a literal selection, boolean, text, or number
•  Copy from field â€” copy another field on the same record
•  Calculate â€” numeric math on integer, float, and monetary fields

Calculate operations: add, subtract, multiply, divide, increase by %, decrease by %, percentage of. Base value can be the current field, another numeric field, or a fixed number.

Send Email — dynamic content

•  Recipient field dropdown — partner, assignee, or email fields on the record
•  Field placeholders in subject and body — e.g. partner name or email
•  Insert field dropdown for quick placeholder insertion
•  Related fields supported — e.g. {{partner_id.name}}

Subworkflows

Break complex processes into reusable, maintainable pieces — without duplicating logic.

•  Call Subworkflow action starts a child workflow from any parent run
•  Child workflows use the Called by Parent Workflow trigger with record domain and parent context filters
•  Pass the same record, a record from a field, or a record from parent context
•  Optionally pass parent context (instance ID, definition name, stored workflow data)
•  Wait for completion â€” parent pauses until the child finishes
•  Fire-and-forget â€” parent continues immediately while the child runs async
•  Filter child runs by parent context (e.g. approval type stored before Call Subworkflow)
•  Parent and child runs are linked on the workflow instance form
•  Ideal for shared approval, notification, or data-enrichment flows

Example Workflows

Real-world automations you can build in minutes.

New Contact Follow-up

Trigger: Contact created

Action: Create Activity assigned to sales rep by name

End

Lead Qualification

Trigger: Lead created

Switch: Lead source field

Per case: Set priority and assign activity

Default: Normal priority

Escalation After Delay

Trigger: Stage changed to "In Review"

Wait: 2 days

Action: Send escalation email to manager

Manager Approval Gate

Trigger: Order amount > threshold

Human Task: Manager selected by name

On complete: Confirm order

Scheduled Overdue Reminders

Trigger: Scheduled daily at 09:00

Condition: Overdue tasks

Action: Send reminder email

Dynamic Price Adjustment

Trigger: Stage changed to Confirmed

Update Record: Calculate list price × 1.1 (+10%)

End

Personalized Notification Email

Trigger: Record created

Send Email: Recipient from partner_id

Subject: Hello {{name}} — welcome!

Reusable Approval Subworkflow

Parent: Call Subworkflow (wait for completion)

Child: Human Task → notify on reject

Parent resumes when child completes

Standalone Engine

Unlike simple wrappers around Odoo's automation rules, Visual Workflow Builder ships its own workflow engine with instance tracking, branching, waits, loops, and subworkflows — designed for complex business processes on any Odoo model.

•  Works on any Odoo model (Contacts, Leads, Tasks, custom models)
•  Coexists with standard Automation Rules
•  Webhook endpoint for external system integration
•  Cron jobs for scheduled triggers, wait resumption, and child completion

Built for Odoo 19 CE

Native OWL frontend using Odoo's own DomainSelector and Bootstrap styling. No third-party SaaS dependency — your workflows and data stay on your server.

•  Odoo 19 Community Edition
•  Depends on: base, web, mail
•  LGPL-3 open source license
•  In-app User Guide with patterns, troubleshooting, and subworkflow context filters