Auto-fill answers from reference questions
by Fassi Théo https://www.subteno.com/ , Subteno https://www.subteno.com/$ 69.28
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Surveys (survey)
• Discuss (mail) |
| Lines of code | 141 |
| Technical Name |
survey_autocompletion |
| License | OPL-1 |
| Website | https://www.subteno.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Surveys (survey)
• Discuss (mail) |
| Lines of code | 141 |
| Technical Name |
survey_autocompletion |
| License | OPL-1 |
| Website | https://www.subteno.com/ |
Auto-fill on website forms via the Survey application
Modules involved : Website and Survey applications
Features
What can you do with this application ?
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Automatically fill in fields on a survey form based on contact information.
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Selecte specific fields to be auto-filled with precise data according to the reference question.
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Retrieve information from data stored in the back office.
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During a survey, the question "Account number" serves as the reference question, allowing the retrieval and auto-completion of the following information: Company name, SIRET number, Postal code, and City.
A new feature in your Odoo ERP
Why use the application ?This feature allows fields in a survey form to be automatically filled with existing back-office data.
Your users will save time when completing the survey.
Usage
How to set up the application ?
Go to the Survey application.
Add the questions needed for your survey and configure them.
Choose the reference question and the auto-filled responses
In each question row within the Survey application, the "Options" tab contains a "Reference" and "Auto-fill" section, allowing you to configure each question for automatic filling.
Choose the reference question and auto-filled responses
The reference question serves as the entry point for auto-filling, meaning it is the key data used to complete the following fields.
Check the box to mark a question as the reference. The reference model determines where the information will be retrieved from, while the reference field specifies which field will correspond to the answer.
If the reference model is "Contact," it is possible to add a category corresponding to a tag on the contact record.
Configure question auto-fill
For the auto-fill feature to work, you must indicate on the following questions that the answer should be automatically completed by checking the dedicated box.
Specify the reference question to determine the source of the information and define the field that the auto-fill should use to complete the answer.
FAQ
Are you interested in the application?
Contact usOdoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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