147 lines
5.5 KiB
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147 lines
5.5 KiB
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========================
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Survey record generation
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========================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:03eeb5c11b7d8330051c416331c84103b2641351fdc1d0a1bad43acd09501a33
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsurvey-lightgray.png?logo=github
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:target: https://github.com/OCA/survey/tree/16.0/survey_record_generation
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:alt: OCA/survey
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/survey-16-0/survey-16-0-survey_record_generation
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/survey&target_branch=16.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module allows to generate any record from surveys answers.
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**Table of contents**
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.. contents::
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:local:
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Use Cases / Context
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===================
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In several cases we want to use survey application to create records.
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Website form application give the same possibility but the design is integrated on the web site.
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Futhermore this module add other functionnalities like "duplicate" check, or creation of several interconnected records
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Typical use case : Information request form
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#. Submitting the form will create a contact (partner) only if it does not already exist in the database.
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#. Submitting the form will also create a crm opportunity linked to previously created partner
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Configuration
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=============
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Record generation configuration
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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.. |Image of record creation list| image:: https://raw.githubusercontent.com/OCA/survey/16.0/survey_record_generation/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:: https://raw.githubusercontent.com/OCA/survey/16.0/survey_record_generation/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:: https://raw.githubusercontent.com/OCA/survey/16.0/survey_record_generation/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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Usage
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=====
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When a survey is properly configured, once it is submited by a user, records should be created.
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To find records generated from a participation go to:
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#. Survey > participation
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#. Click on **# Generated records** button (top-right)
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/survey/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/survey/issues/new?body=module:%20survey_record_generation%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* Elabore
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Contributors
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~~~~~~~~~~~~
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* `Elabore <https://www.elabore.coop>`_
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* Clément Thomas
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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This module is part of the `OCA/survey <https://github.com/OCA/survey/tree/16.0/survey_record_generation>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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