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Link between resource bookings and surveys

survey_resource_booking folder_open OCA/survey open_in_new
Appointments License: AGPL-3

This module extends the functionality of surveys and resource bookings to support linking them together and to allow you to quickly request and read answers.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Link a survey to a resource booking type and invite the requester to answer it from the booking. The booking then stores the requester's survey answers for quick access.

This module connects resource bookings with surveys. On a resource booking type, you can now choose a survey to be used for that type of booking.

On each resource booking, a new field shows the requester's survey answers (the survey user input). A server action named "Invite to fill survey" is available on bookings; running it sends the survey invitation to the requester.

The invitation only works when the booking is confirmed. If the booking is not confirmed, if the requester was already invited and finished the survey, if the booking type has no survey defined, or if the requester has no email address, Odoo shows an error message instead of sending anything. When everything is valid, Odoo creates the survey answer for the requester and sends (or resends) the invitation email.

The survey field on the booking type and the survey answers field on the booking are only visible to users who have survey user access rights. The module touches the resource.booking and resource.booking.type models and adds the survey link to their existing forms.

Depends on

resource_bookingsurvey
Models and fields (2)
  • resource.booking · extends an existing modelsurvey_user_input_id (Survey user input)
  • resource.booking.type · extends an existing modelsurvey_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: 6 confirmed, 3 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:

  • Have basic permissions for both Resource Bookings and Surveys.
  • Link one survey to a resource booking type from Resource Bookings \> Types.
  • Create a resource booking for that type.
  • Confirm it.
  • Use the contextual action Invite to fill survey. Can be used in multiple records at once in the list view.

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.