Using stages for document-centered workflows

In Odoo, we can implement workflows centered on documents. What we refer to as documents can be things such as sales orders, project tasks, or HR applicants. All of these are expected to follow a certain life cycle since they're created until they come to a conclusion. They're recorded in a document that will progress through a list of possible stages, until it is completed.

If we present the stages as columns in a board, and the documents as work items in those columns, we get a Kanban board, providing a quick view over the work in progress.

There are two approaches to implement these progress steps are usually referred to as states and stages.

States are implemented through a closed selection ...

Get Odoo 12 Development Essentials - Fourth Edition now with the O’Reilly learning platform.

O’Reilly members experience live online training, plus books, videos, and digital content from nearly 200 publishers.