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odoo_bpm's Introduction

Business Process Management odoo app

B.P.M. is an integration between odoo (12) and ProcessMaker (3.2)

Installation

Install the app syd_process_maker in odoo.

Create a Process Group of type ProcessMaker and add the authentication parameter.

To obtain the ProcessMaker authentication parameter goes on your ProcessMaker installation http://{pm-server}/sys{workspace}/en/neoclassic/oauth2/applications and create a new application called odoo.

Configuration

Design a Process in ProcessMaker goes to odoo and click on Update on your ProcessGroup.

Odoo will read all the process that you have made in ProcessMaker.

Configure Process

You can configure your process activity. Each activity can be:

Manual Activities

The Manual activities will create a note to the user that have to be complete. For manual activities you can user Specific User: The user specified User of Process Case : The user that you insert in your Launch Process Form Dynamic User: User inside a Process Object Process Role: User of a specific role (selected based on a Rule)

Automated Activities

Activities of this type will execute an odoo Server Action

Subprocess Activities

Activities of this type will launch another process

Configure Process Object

Process Objects are object manipulated inside a process (case). Process Objects can be ProcessMaker variable or odoo specific object. Each variable create inside ProcessMaker will create automatically a Process Object inside odoo.

In the execution you can manipulate the process object in two way:

Dynamic Form

You can create dynamic form linked with a specific manual activity. The user, before completing the note, have to compile the form updating the value of a Process Object

Code Context

Inside the context of the code of an Automated activity you will access all the process object through their name.

Executing Process

You can launch a Process in two ways:

Contextual action

Selecting a process (that have the startable flag, selected) you can chose the action Process Start

Trigger

You can create a Automated Action Launch a BPM process . In this automated action you will add also the code (with all the process object inside the context) that will be executed after the launch.

Contributing

Pull requests are welcome. For major changes, please open an issue first to discuss what you would like to change.

Please make sure to update tests as appropriate.

License

AGPL3

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Contributors

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