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Update generated partner on next survey

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

This module acts as a bridge of survey_contact_generation and survey_answer_generation so when we link contact generation questions, the values that change in the next survey update those of the created partner.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

When a contact was created from an earlier survey, this module updates that contact's details with the answers given in a follow-up survey. It keeps names, emails, addresses, tags and notes in sync automatically.

This module links two survey features: the one that creates a contact from a survey and the one that generates answers. When a respondent who was created from a previous survey fills in a new survey, the answers are used to update the existing contact instead of creating a duplicate.

The update happens automatically when the survey response is marked as done. Only questions that are linked to a contact field are taken into account, and skipped questions are ignored. Answers that changed compared to the original survey are applied, as well as questions that did not exist in the first survey.

  • Simple answers (text, number, date, single choice) overwrite the matching contact field.
  • Multiple-choice answers linked to tags add the selected tags to the contact.
  • Answers linked to a country or another record set that record on the contact.
  • Free-text notes are appended to the contact's internal notes, together with the question title.
  • If the survey is configured to create a parent contact, a company name answer updates the parent company's name; otherwise it is stored as the company name on the contact.

The module works on survey.user_input and relies on the contact-generation and answer-generation modules. It adds no new menus or screens; the behaviour is visible on the contact record after the survey is completed.

Models and fields (1)
  • 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: 3 confirmed, 6 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 19.0

Just configure the base modules. When the values in the second survey change, the generated contact will be updated.

We can also add new info to the survey, so the partner gets updated with it as well.

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.