Survey record generation

Beta License: AGPL-3 OCA/survey Translate me on Weblate Try me on Runboat

This module allows to generate any record from surveys answers.

Table of contents

Use Cases / Context

In several cases we want to use survey application to create records. Website form application give the same possibility but the design is integrated on the web site. Futhermore this module add other functionnalities like “duplicate” check, or creation of several interconnected records

Typical use case : Information request form

  1. Submitting the form will create a contact (partner) only if it does not already exist in the database.
  2. Submitting the form will also create a crm opportunity linked to previously created partner

Configuration

Record generation configuration

  1. Go to the the survey

  2. In Record creation tab add a new line

  3. Set a name for created record, select the Model of the record (eg: Prospect)

  4. Add a field configuration. So for each field :

    1. You can check “unicity constraint” to prevent duplicates.
      In case of duplicates and if other record use this record to fill a m2o field, the founded record will be used
    2. You can configure explicitly where Odoo should retrieve the value of field :
      • fixed: To set explicit value
      • question: If value come from user’s answer
        For m2o or m2m links, question should be configured before. See Question answers configuration section below.
      • other created record: If value come from other created record (m2o case only)

Question answers configuration

In a survey question : to configure value of choices

  1. Configure a multiple choice question
  2. Select value type associated to answer:
    • Value > eg: to fill a selection field
    • Record > to fill m2o or m2m field
  3. In case of record type:
    1. Select referenced model
    2. You can directly fill answers (eventualy with help of the domain field)
    3. Or create new answers and set associated record
  4. In case of value type:
    1. Add new selectable answers and set associated value

Usage

When a survey is properly configured, once it is submited by a user, records should be created.

To find records generated from a participation go to:

  1. Survey > participation
  2. Click on # Generated records button (top-right)

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Elabore

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/survey project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.