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workflow-map

Map and explain Odoo 18 business workflows with stage transitions and validation rules.

Updated Mar 15, 2026
Search Tags:#workflow#project management#debugging#documentation#onboarding#odoo#crm
One-click install
npx skills add https://github.com/sabryyoussef/cursor_plugins --skill workflow-map
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: workflow-map
Source: https://github.com/sabryyoussef/cursor_plugins/tree/main/skills/workflow-map
Command: npx skills add https://github.com/sabryyoussef/cursor_plugins --skill workflow-map

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill helps you understand, document, and debug complex business workflows within the Odoo 18 Freezoner installation, preventing process bottlenecks and improving team knowledge.

Core Features & Use Cases

  • Workflow Visualization: Provides detailed stage-by-stage breakdowns of key Odoo processes like CRM, onboarding, sales, and project management.
  • Debugging Assistance: Helps identify the exact validation rules or missing data that might be blocking a record's progression.
  • Documentation Aid: Serves as a reference for new team members to quickly grasp how Odoo processes function.
  • Use Case: A record is stuck in the 'Negotiation' stage of the CRM pipeline. Use this Skill to understand the required fields and validations for the next stage, identify the missing information, and unblock the process.

Quick Start

Use the workflow-map skill to understand the CRM lead pipeline stages and their requirements.

Frequently Asked Questions about workflow-map

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I debug a stuck CRM lead in the Odoo 18 pipeline?▼

To debug a stuck Odoo 18 CRM lead, check the stage transition validation rules and required model fields for the crm.lead record. This skill maps these workflow requirements to identify missing data blocking progression.

What are the stage transitions for client onboarding in Odoo?▼

Odoo client onboarding uses the initial.client.onboarding model to manage stage transitions and validation rules. This skill details the stage-by-stage breakdown of the onboarding workflow to clarify process requirements.

How does the sale.order approval workflow work in Odoo 18?▼

The Odoo 18 sale.order approval workflow involves specific stage transitions and validation rules. This skill maps the sales approval process, detailing key model fields required for a record to progress correctly.

Can I document project management workflows using project.task and project.project models in Odoo?▼

Yes, you can document Odoo project management workflows by mapping stage transitions and key fields for project.project and project.task models. This skill provides a reference to help teams grasp how these processes function.

Why does a res.partner record fail lifecycle validation in Odoo?▼

A res.partner record fails lifecycle validation in Odoo when required fields or transition rules are unmet. This skill maps the partner lifecycle workflow to identify the exact validation rules blocking progression.

Does this workflow mapping tool support the Odoo 18 Freezoner installation?▼

Yes, this workflow mapping tool is designed specifically to understand, document, and debug complex business workflows within the Odoo 18 Freezoner installation. It details key models including crm.lead and sale.order.

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