Sale Automatic Workflow Auto Assign
This module automatically assigns a sales workflow at sale order creation.
The workflow to assign is selected from the sale.workflow.process records flagged as Auto assign, using their Auto assign domain (evaluated against the sale order) and ordered by priority.
It also extends the Copy workflow on duplication setting of sale_automatic_workflow with a third option, Copy if auto-assign finds none: auto-assignment runs first when a sale order is duplicated, and the origin workflow is copied only when no workflow could be auto-assigned.
auto_awesome What this module does
AI-generated from the code · Odoo 18.0Automatically assigns a sales workflow to new sale orders based on rules you define, and adds a new duplication option to control how workflows are copied when orders are duplicated.
This module lets you set up automatic workflow assignment for sales orders. On each workflow configuration (sale.workflow.process), you can enable "Auto assign", define a domain (filter) that determines which sale orders should get that workflow, and set a priority number (lower numbers are tried first). When a new sale order is created, Odoo checks all workflows marked for auto-assignment in priority order and assigns the first one whose domain matches the order. If no workflow matches, the order keeps no workflow.
The module also adds a new option to the "Copy workflow on duplication" setting in Sales settings: "Copy if auto-assign finds none". With this option, when a sale order is duplicated (including order splits), Odoo first tries to auto-assign a workflow based on the rules; only if no workflow is found does it copy the workflow from the original order. The other existing options (don't copy, always copy) remain available.
In the workflow configuration form, a new "Automatic assignation" section appears with the auto-assign checkbox and a domain field where you can build a filter using sale order fields. The domain field is only visible when auto-assign is enabled. The module extends the sale.order and sale.workflow.process models and adds a setting to res.config.settings.
Depends on
Models and fields (3)
- sale.order · extends an existing model
- res.config.settings · extends an existing modelsale_workflow_copy_mode
- sale.workflow.process · extends an existing modelauto_assign (Auto assign), auto_assign_domain (Auto assign domain), auto_assign_priority
Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 1 confirmed, 8 with no information of 9 versions.
Sources · Odoo 18.0
Confirmed on 2026-11-03 in branch 18.0 of OCA/sale-workflow.
terminal Installation and usage
No verified informationInstallation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
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