{"product_id":"advanced-business-workflow-management-dolibarr","title":"Advanced Business Workflow Management - Dolibarr","description":"\u003ch1\u003e\n\u003cspan lang=\"EN-US\" style=\"color: #6d28d9;\"\u003e1. General Presentation\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\n\u003c\/h1\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eAdvanced Business Workflow Management turns Dolibarr into a complete Business Process Management (BPM) platform. It lets organizations model, configure, automate and monitor their own business processes without any software development.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eThe module is designed for SMEs, large enterprises, public administrations, consulting firms, IT service companies (ESN), industrial companies, public bodies and associations.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpFirst\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003eVisual workflow builder (drag-and-drop-like step sequencing).\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003eReusable process models across seven business domains: sales, finance, HR, project, quality, purchasing and administration.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003eSteps, approvals and electronic validations with full audit trail.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003eBusiness rules engine and automated actions.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003eDynamic forms, user tasks, notifications, documents and complete history.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpLast\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003eModern control-center dashboard and decisional reporting.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch1\u003e\n\u003cspan lang=\"EN-US\" style=\"color: #6d28d9;\"\u003e2. Architecture\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\n\u003c\/h1\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eThe module follows the standard Dolibarr modular architecture and integrates cleanly with the core framework.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2\u003e\n\u003cspan lang=\"EN-US\" style=\"color: #1e3a8a;\"\u003e2.1 Technical characteristics\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\n\u003c\/h2\u003e\n\u003cp class=\"MsoListBulletCxSpFirst\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003eModule number (numero): 515200 — unique across the DoliResources catalogue.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e14 dedicated database tables (prefix llx_wfm_*), multi-entity aware.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e8 permission groups with read \/ write \/ delete rights plus a global admin right (23 rights total).\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003eTop menu + 15 left-menu entries, all module-local URLs (no collision with other modules).\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpLast\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003eStandards: PHP 7.1–8.x, MySQL\/MariaDB, Bootstrap-compatible responsive UI, Dolibarr 16+.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2\u003e\n\u003cspan lang=\"EN-US\" style=\"color: #1e3a8a;\"\u003e2.2 Data model (main objects)\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\n\u003c\/h2\u003e\n\u003cp class=\"MsoListBulletCxSpFirst\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eProcess: \u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003eWorkflow model \/ template carrying its domain, linked object type, owner and steps.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eStep: \u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003eOrdered step of a process (validation, approval, input, control, notification, document).\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eActor: \u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003eRole \/ responsibility: user, group, department or role, with delegation and substitute.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eRule: \u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003eBusiness rule: field, operator, value and triggered action.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eAction: \u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003eAutomated action: email, task, status change, document, notification, agenda event, trigger.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eForm \/ Field: \u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003eDynamic form and its ordered fields (text, date, list, amount, file, signature…).\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eInstance: \u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003eConcrete execution of a process on a real record, with status and progress.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eTask: \u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003eUser task generated per step, with assignee, due date, priority and status.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eValidation: \u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003eApproval decision with validator, decision, date, signature and comment.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpLast\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eNotification \/ Document \/ History: \u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003eAlerts, attached documents with versioning, and full event journal.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch1\u003e\n\u003cspan lang=\"EN-US\" style=\"color: #6d28d9;\"\u003e3. Detailed Functionalities\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\n\u003c\/h1\u003e\n\u003ch2\u003e\n\u003cspan lang=\"EN-US\" style=\"color: #1e3a8a;\"\u003e3.1 Control-center dashboard\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\n\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eA digital control center in the blue \/ violet \/ green charter. It aggregates process KPIs, an instance status kanban, and analytical charts (instance evolution, distribution by domain, most used processes, tasks by status), plus performance and workload indicators.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2\u003e\n\u003cspan lang=\"EN-US\" style=\"color: #1e3a8a;\"\u003e3.2 Workflow models\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\n\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eCentral catalogue of business processes. Each process carries a domain, a linked Dolibarr object type (quote, order, invoice…), an owner, a version, a step count and an average duration. Lists offer per-column search and a show\/hide column selector.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2\u003e\n\u003cspan lang=\"EN-US\" style=\"color: #1e3a8a;\"\u003e3.3 Visual workflow builder\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\n\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eGraphical modeling of a process: select a process to display its Start → steps → End diagram. Each step card shows its type, responsible actor and delay. Steps can be added or managed directly from this view.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2\u003e\n\u003cspan lang=\"EN-US\" style=\"color: #1e3a8a;\"\u003e3.4 Instances, tasks and validations\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\n\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eAn instance is the concrete execution of a process on a real record. Each step generates a user task assigned to a responsible with a due date and priority. Approval steps produce validation records (approved, rejected, changes requested, delegated) forming the approval audit trail.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2\u003e\n\u003cspan lang=\"EN-US\" style=\"color: #1e3a8a;\"\u003e3.5 Business rules \u0026amp; automation\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\n\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eThe rules engine triggers actions from conditions (e.g. \"if amount \u0026gt; 10,000 € then management approval required\"). Automated actions cover email sending, task creation, status change, document generation, user notification, agenda event creation and Dolibarr trigger calls.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2\u003e\n\u003cspan lang=\"EN-US\" style=\"color: #1e3a8a;\"\u003e3.6 Dynamic forms\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\n\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eInternal forms, requests and validation sheets can be built without programming, using text, date, list, amount, number, file and signature fields, and attached to a process.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2\u003e\n\u003cspan lang=\"EN-US\" style=\"color: #1e3a8a;\"\u003e3.7 Reporting\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\n\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eA multi-tab decisional reporting suite (process performance, instances by domain, tasks by status, validations, automation, workload) with CSV export, serving management, managers and quality teams.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch1\u003e\n\u003cspan lang=\"EN-US\" style=\"color: #6d28d9;\"\u003e4. Example Business Workflows\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\n\u003c\/h1\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eThe module ships ready-to-use process models across all domains, for example:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpFirst\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eSales: \u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003equote validation, commercial discount approval, order approval, sales cycle.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eFinance: \u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003esupplier invoice validation, payment circuit, purchase request, budget validation.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eHuman resources: \u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003eleave request, recruitment, training validation, employee onboarding.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eProject: \u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003edeliverable validation, change management, milestone validation.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eQuality: \u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003enon-conformity handling, corrective actions, internal audit.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpLast\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eAdministration: \u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003einternal requests, mail handling, authorizations.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch1\u003e\n\u003cspan lang=\"EN-US\" style=\"color: #6d28d9;\"\u003e5. Permissions\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\n\u003c\/h1\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003ePermissions are organized in 8 functional groups (processes, instances, tasks, validations, rules, forms, documents, reporting), each with read, create\/modify and delete rights, plus a global administration right.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpFirst\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eAdministrator: \u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003efull management of the module.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eManager: \u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003ecreation and configuration of workflows.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eValidator: \u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003evalidation and approval of steps.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eCollaborator: \u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003eexecution of assigned tasks.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpLast\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eObserver: \u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003eread-only access to reporting.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch1\u003e\n\u003cspan lang=\"EN-US\" style=\"color: #6d28d9;\"\u003e6. Dolibarr Integration\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\n\u003c\/h1\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eThe module integrates with the native Dolibarr modules so workflows can be attached to real business objects:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpFirst\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003eThird parties (Societe) — process instances can be linked to a customer or supplier.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003eQuotes, orders and invoices — validation and approval circuits.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003ePurchasing — purchase requests and budget validation.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003eProjects — deliverable and milestone validation, change management.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpLast\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003eUsers, Agenda and documents — task assignment, event creation and document management.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eThe module is fully multilingual (French, English, Spanish, Italian, German) and ships a complete demonstration dataset that can be installed or removed in one click from the configuration screen.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003e \u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" align=\"center\" style=\"text-align: center;\"\u003e\u003ci style=\"mso-bidi-font-style: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.0pt; mso-bidi-font-size: 11.0pt; line-height: 115%;\"\u003e© 2026 DoliResources — www.doliresources.com\u003c\/span\u003e\u003c\/i\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e","brand":"Dolibarr Resources","offers":[{"title":"Default Title","offer_id":53895108231486,"sku":null,"price":299.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0986\/4174\/0094\/files\/RestaurantManagementLogo_b0fae84c-e5bb-4963-9482-a8ced368dd04.png?v=1783692753","url":"https:\/\/doliresources.com\/products\/advanced-business-workflow-management-dolibarr","provider":"DoliResources","version":"1.0","type":"link"}