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Survey Partner Representative

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

Do surveys on behalf of others.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Lets authorised users fill in a survey on behalf of someone else, recording who the real respondent is. A new option on each survey enables this, and a security group controls who may use it.

This module adds the ability to answer a survey for another person. On the survey configuration form, in the participants section, a new option lets you allow this behaviour for that survey.

Only users belonging to the new "Representative on surveys" security group can use it. When such a user opens an allowed survey, the usual check that the answer belongs to the logged-in contact is skipped, so they can fill it in for someone else.

When the answer is created, the system clears the normal respondent name, email and nickname, and instead stores the logged-in user as the representative who filled it in. The answer form then shows this representative next to the participant field, but only when one has been set.

A reusable technical component is also provided so other records linked to a survey answer can automatically pick up the representative contact; it can be overridden manually if needed.

In short: surveys can be marked as fillable on behalf of others, a dedicated permission group governs who may do it, and each answer keeps track of both the participant and the person who actually completed it.

Depends on

survey
Models and fields (3)
  • survey.survey · extends an existing modelallow_partner_representing
  • survey.user_input · extends an existing modelrepresentative_partner_id
  • survey.representative.mixin · new modelsurvey_user_input_id, survey_representative_partner_id

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

Users that can make surveys on behalf of others need to have the Representative on surveys special permission.

If you want to allow that a survey is filled on behalf of others by the authorized users:

  • Go to Surveys > Surveys and choose the survey you want to configure.
  • Go to the Options tab and in the Participants section set the Allow Partner Representing option on.

A user acting on behalf of other can start a new survey from the share link:

  • On the survey backend form, click on Share and copy the survey URL.
  • Paste it in your browser and fill the survey with needed data.

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.