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Survey Certification Sending

survey_certification_sending folder_open OCA/survey open_in_new
Marketing/Survey License: AGPL-3

This module extends the Odoo Survey application to allow automatic and manual sending of certifications when a participant successfully completes a survey.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

This module lets you control when certification emails are sent after a survey is completed. You can skip the automatic email for a whole survey or for a specific contact, and send certifications manually when needed.

When a participant successfully completes a certification survey, Odoo normally sends the certification email automatically. This module adds control over that behaviour.

  • On each survey, a new option lets you skip the automatic certification email for everyone taking that survey.
  • On each contact (res.partner), a similar option lets you skip the automatic certification email for that person, regardless of the survey.
  • On each survey answer (survey.user_input), a read-only field shows whether the certification has already been sent.
  • A new server action called "Send Certification Email" appears on survey answers in list and form views, so you can select one or more answers and send the certification manually. A notification then tells you how many were sent, or warns you if the conditions were not met.
  • The automatic email is only sent when the survey is a certification, the participant passed, neither the survey nor the contact is set to skip, a certification email template is configured, and the answer is not a test entry.
  • The completion page of the survey hides the certification download link when the survey or the contact is set to skip the email.

Depends on

survey
Models and fields (4)
  • res.partner · extends an existing modelskip_certification_email
  • mail.template · extends an existing model
  • survey.survey · extends an existing modelskip_certification_email
  • survey.user_input · extends an existing modelcertification_sent

Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 3 confirmed, 6 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 19.0

Usage

Source · Odoo 19.0

To use this module, you need to:

  • Go to Survey \> Surveys.
  • Create or edit a certification survey.
  • Configure whether you want to send certifications manually by checking the "Skip Auto Email" option.
  • Participants who pass the survey will receive their certification automatically if manual submission is not enabled.
  • If the automatic sending is disabled, passed certifications can be submitted manually from the "Send certification email" action.
  • Certifications that have already been sent will be marked as "Certification sent".
  • Passed certifications can be sent as many times as necessary.

No verified information in OCA: Installation, Configuration.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.