41 lines
1.7 KiB
ReStructuredText
41 lines
1.7 KiB
ReStructuredText
Record generation configuration
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.. |Image of record creation list| image:: ../static/description/record-creations.png
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#. Go to the the survey
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#. In *Record creation* tab add a new line
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#. Set a name for created record, select the Model of the record (eg: Prospect)
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#. Add a field configuration. So for each field :
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.. |Image of record creation fields| image:: ../static/description/record-creation-customer.png
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#. You can check "unicity constraint" to prevent duplicates.
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In case of duplicates and if other record use this record to fill a m2o field, the founded record will be used
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#. You can configure explicitly where Odoo should retrieve the value of field :
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* **fixed**: To set explicit value
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* **question**: If value come from user's answer
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For m2o or m2m links, question should be configured before. See Question answers configuration section below.
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* **other created record**: If value come from other created record (m2o case only)
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Question answers configuration
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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In a survey question : to configure value of choices
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.. |Question answers| image:: ../static/description/question-answers.png
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#. Configure a multiple choice question
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#. Select value type associated to answer:
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* **Value** > eg: to fill a selection field
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* **Record** > to fill m2o or m2m field
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#. In case of *record* type:
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#. Select referenced model
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#. You can directly fill answers (eventualy with help of the domain field)
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#. Or create new answers and set associated record
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#. In case of *value* type:
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#. Add new selectable answers and set associated value
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