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Survey CRM generation for model selection

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

This module allows to generate new lead from surveys answers from question type model selection.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

When a survey question asks users to pick a record (like a contact or product), this module makes sure the answer can be turned into a CRM lead correctly, storing the chosen record and showing its name in the survey answers.

This module connects two existing features: surveys that can generate CRM leads, and survey questions where the answer is a record from a chosen model (for example, a contact, a company, or a product).

  • On a survey question of type 'model', the list of CRM lead fields you can map the answer to is limited to fields that can store the chosen model. Only many2one or many2many fields on the lead that point to the same model, are stored, and are not read-only are offered.
  • A check prevents saving a question if the selected lead field does not match the model used by the question. For example, if the question asks for a contact, you cannot map it to a field that expects a product.
  • When a survey answer is converted into a CRM lead, the chosen record is stored properly: a single record is saved as its ID, and multiple records are saved as a list.
  • In the survey answer summary (the HTML view of answers), answers to model questions show the display name of the selected record instead of a technical representation.

These changes appear in the survey question configuration screen and in the survey answers, and they affect the survey.question and survey.user_input models. No new menus are added.

Depends on

survey_crm_generationsurvey_question_type_model_selection
Models and fields (2)
  • survey.question · extends an existing model
  • survey.user_input · extends an existing model

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: 2 confirmed, 7 with no information of 9 versions.

terminal Installation and usage

No verified information

Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.

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.