OCA/survey

Confirmed modules per version

Modules in the repository

• Partner SurveyOdoo 12, 13, 15, 16, 17, 18, 19
  partner_survey

  Adds a survey counter button on contact and company forms that opens the list of survey answers linked to that partner. It also lets you see and filter survey answers per partner.

• Survey answer generationOdoo 15, 17, 19
  survey_answer_generation

  Link one survey to a follow-up survey so answers are prefilled automatically, and highlight where the respondent changed their answer between the two.

• Survey Certification BrandingOdoo 16
  survey_certification_branding

  Lets you set a custom company name and logo for each survey certification, so printed certificates show your chosen branding instead of the default company details.

• Survey Certification Py3oOdoo 15, 17, 19
  survey_certification_py3o

  Lets you replace the standard survey certification PDF with your own ODT template, so certificates sent by email or downloaded by participants use your custom design.

• Survey Certification SendingOdoo 15, 17, 19
  survey_certification_sending

  This module lets you control when certification emails are sent after a survey is completed. You can skip the automatic email for a whole survey or for a specific contact, and send certifications manually when needed.

• Survey Conditional QuestionsOdoo 14
  survey_conditional_question

  Make survey questions appear only when earlier answers meet conditions you set. You can link a question to a previous choice or to a numeric range, and Odoo hides or skips it automatically.

• Survey contacts generationOdoo 13, 15, 16, 17, 19
  survey_contact_generation

  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.

• Survey contacts generation for model selectionOdoo 17, 19
  survey_contact_generation_model_selection

  When a survey question asks the respondent to pick a record (model selection), this module lets that answer be used to fill a matching contact field when a new contact is created from the survey.

• Survey leads generationOdoo 13, 15, 17, 19
  survey_crm_generation

  Turn survey answers into CRM leads or opportunities automatically. Choose which survey creates leads, which sales team and tags they get, and map questions to lead fields.

• Survey CRM generation for model selectionOdoo 17, 19
  survey_crm_generation_model_selection

  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.

• Survey sales linked to leadsOdoo 13, 15, 17, 19
  survey_crm_sale_generation

  When a survey that generates a quotation and a lead is submitted, the lead is automatically linked to that quotation and its expected revenue is updated. Confirming the quotation also marks the linked opportunity as won.

• Survey description fieldOdoo 12, 13, 14
  survey_description

  Adds a 'Thank you message' tab to the survey form in the Odoo backend, letting users edit the message shown to participants after they complete a survey.

• Survey Form.ioOdoo 13, 16
  survey_formio

  This module lets you export an Odoo survey as a form.io compatible JSON and import answers coming back from a form.io form into a survey answer record.

• Survey legal termsOdoo 13, 15, 17, 18, 19
  survey_legal

  Adds an optional legal terms acceptance checkbox to surveys, which participants must tick before submitting. When enabled, the acceptance is recorded with the participant's IP address, browser and language details.

• Survey Link BaseOdoo 16
  survey_link_base

  This module adds a reusable building block and a pop-up wizard that let you generate a personalised survey link for a contact directly from other Odoo records, and it stores which record and contact each survey answer belongs to.

• Survey company rulesOdoo 15, 17, 19
  survey_multi_company

  Lets you assign each survey to a specific company and automatically hides surveys that belong to other companies, so each company only sees its own surveys.

• Survey Multiple Choice Max AnswerOdoo 14
  survey_multiple_choice_max_answer

  Lets you set a minimum and maximum number of answers a respondent must select for a multiple choice survey question, and blocks the answer if it is outside that range.

• Update generated partner on next surveyOdoo 15, 17, 19
  survey_next_survey_update_partner

  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.

• Survey Partner RepresentativeOdoo 15, 17, 19
  survey_partner_representative

  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.

• Survey placeholderOdoo 15
  survey_placeholder

  Lets you add a placeholder hint text to survey questions so participants see guidance inside the answer field before they type.

• Survey binary question typeOdoo 14, 15, 16, 17
  survey_question_type_binary

  Adds two new survey question types that let respondents upload one or several files as their answer, with optional limits on file type and size.

• Survey Question Type Binary Result MailOdoo 15
  survey_question_type_binary_result_mail

  Adds file answers (single or multiple uploads) to the survey result email, so respondents receive their uploaded documents attached to the confirmation email.

• Survey five stars question typeOdoo 13, 14, 16
  survey_question_type_five_star

  Adds a "Five Stars Rating" question type to surveys, letting respondents rate on a 1-to-5 star scale and showing star-based results in statistics and printed surveys.

• Survey model selection question typeOdoo 17, 19
  survey_question_type_model_selection

  Adds a new "Model selection" question type to surveys, letting you ask users to pick a record from any Odoo model (for example a customer, product or project) with a searchable dropdown.

• Survey nps question typeOdoo 14, 16
  survey_question_type_nps

  Adds an NPS (Net Promoter Score) rating question type to surveys, letting respondents score from 0 to 10 and automatically classifying them as promoters, passives or detractors.

• Link between resource bookings and surveysOdoo 12, 13, 15, 16, 17, 19
  survey_resource_booking

  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.

• Survey Result MailOdoo 13, 15, 17, 19
  survey_result_mail

  Lets you automatically email survey participants a copy of their own answers as soon as they complete the survey, either written inside the email or as a PDF attachment.

• Survey sale generationOdoo 13, 15, 17, 19
  survey_sale_generation

  Turn survey answers into sales quotations automatically. Link products to survey questions and answers, and when a respondent submits the survey, Odoo creates a draft quotation with the matching products and quantities.

• Survey Skip StartOdoo 15, 17, 18, 19
  survey_skip_start

  Adds a "Skip start screen" option on surveys so respondents go straight to the questions instead of seeing the welcome/start page.

• Survey Text Question Validation LengthOdoo 14
  survey_text_question_validation_length

  Lets you set a minimum and maximum number of characters for text box answers in surveys, and shows an error message when the answer is too short or too long.

• Survey XLSXOdoo 13, 14, 15, 16, 18
  survey_xlsx

  Adds an Excel (XLSX) report that exports the answers of a survey, one row per completed participant, with one column per question.