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Survey contacts generation

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

This module allows to generate new contacts from surveys answers.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Turn survey answers into real contacts in Odoo. Map each question to a contact field, and when someone submits the survey a contact (or a whole hierarchy of contacts) is created automatically.

This module links surveys to the Contacts app. On each survey you get a new "Contact" option block where you can switch on contact generation, and optionally ask for a company name so that a parent company contact is created to hold the generated person.

On each question you get a "Contact" group where you pick which contact field the answer should fill (name, email, phone, country, tags, notes, etc.). Only fields that fit the question type are offered. For choice questions you can also say which real record each suggested answer stands for, so picking "Spain" fills the country, or picking a tag fills that tag.

When a survey is submitted, the module builds the contact values from the answers. If an email is given and a contact with that email already exists, it is reused instead of duplicated. Questions mapped to the name open a contact of their own, and you can attach them under another question's contact, so you can build a company with workcenters and employees underneath. A note is posted on the created contact linking back to the survey.

Depends on

survey

Required by other modules

survey_contact_generation_model_selectionsurvey_next_survey_update_partner
Models and fields (5)
  • res.partner · extends an existing modelgenerating_survey_user_input_id
  • survey.survey · extends an existing modelgenerate_contact, create_parent_contact
  • survey.question · extends an existing modelres_partner_type (Contact address type), res_partner_field (Contact field), res_partner_field_name, survey_question_node_id (Node), allowed_partner_field_domain
  • survey.user_input · extends an existing model
  • survey.question.answer · extends an existing modelres_partner_field, res_partner_field_resource_ref (Contact field value)

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: 5 confirmed, 4 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 19.0

Configuration

Source · Odoo 19.0

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

Source · Odoo 19.0

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.

No verified information in OCA: Installation.

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.