Odoo Community Association

Survey contacts generation

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

This module allows to generate new contacts from surveys answers.

Table of contents

Configuration

To configure the contact generation:

  1. Go to the configured survey.
  2. In the Contact section of the Options tab, set Generate Contact on, if you want contacts to be generated from the answers to this survey.
  3. If you want the generated to have a parent company, set the option Create Parent Contact and link the company_name field to a question in the survey.
  4. In each question associated with a future new contact, specify the corresponding contact field. To do this, go to the ‘Options’ tab, then navigate to the ‘Contact’ group, and select the ‘Contact field’ field.

To generate a hierarchy of contacts out of a single survey:

  1. A question mapped to the Name contact field opens a contact of its own. Any other question fills in a field of the contact opened by its Node.
  2. In such a question, set Node to the question opening the contact it hangs from. Leave it empty and its answers will belong to the main generated contact.
  3. Contacts typed as Contact share their address with their parent, so set Contact address type to Other address in the questions opening a contact that holds an address of its own.

For instance, this survey generates a company, two of its workcenters with their own address, and an employee hanging from each workcenter:

Question Contact field Node Address type
Company name name    
Workcenter 1 name Company name Other address
Workcenter 1 street street Workcenter 1  
Workcenter 1 employee name Workcenter 1  
Workcenter 2 name Company name Other address
Workcenter 2 street street Workcenter 2  
Workcenter 2 employee name Workcenter 2  

A node whose name goes unanswered generates no contact, and whatever hangs from it hangs from its own node instead.

Usage

if the survey is properly configured, once it is submited by an anonomous user, a new contact is create or an existing one is linked.

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

  • Tecnativa

Contributors

  • Tecnativa
    • David Vidal
    • Ernesto Tejeda
    • Stefan Ungureanu
    • Pilar Vargas
    • Eduardo Ezerouali
    • Adasat Torres

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.

Current maintainer:

pilarvargas-tecnativa

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.