Survey contacts generation
This module allows to generate new contacts from surveys answers.
Table of contents
Configuration
To configure the contact generation:
Go to the configured survey.
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.
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.
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:
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.
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.
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
Contributors
-
David Vidal
Ernesto Tejeda
Stefan Ungureanu
Pilar Vargas
Eduardo Ezerouali
Maintainers
This module is maintained by the OCA.
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:
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.
1 maintainer
Release files for odoo-addon-survey-contact-generation 17.0.1.1.0
For a detailed explanation of source distributions (sdists) and built distributions (wheels), please see the package formats documentation.
Built distribution (wheel)
| File | Interpreter | ABI | Platform | Reset |
|---|---|---|---|---|
| odoo_addon_survey_contact_generation-17.0.1.1.0-py3-none-any.whl | Python 3 | none | any | Details |
Release files / odoo_addon_survey_contact_generation-17.0.1.1.0-py3-none-any.whl
| Download URL | odoo_addon_survey_contact_generation-17.0.1.1.0-py3-none-any.whl |
|---|---|
| Size | 39.5 kB |
| Tags | Python 3 |
|
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