Survey in Activities
by CLuedoo https://www.cluedoo.com/shop/licclusetcom0038-survey-in-activities-6541$ 150.00
| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
•
Discuss (mail)
• Surveys (survey) |
| Lines of code | 341 |
| Technical Name |
fal_survey_activities |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/licclusetcom0038-survey-in-activities-6541 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Surveys (survey) |
| Lines of code | 341 |
| Technical Name |
fal_survey_activities |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/licclusetcom0038-survey-in-activities-6541 |
ODOO'S BEHAVIOR
In Odoo, launching a contextual survey is complex and lacks direct integration within workflows. Surveys can be linked via email, but there is no hard connection between the survey and specific records or activities within the system. This limitation makes collecting feedback directly tied to specific actions or records challenging, leading to a disconnected user experience and manual intervention to analyze survey results in context.
CLUEDOO'S BEHAVIOR
CLuedoo enhances the survey functionality by introducing an activity-type survey directly linked to system records. This feature automatically records survey participation when a test survey is completed, capturing the results tied to any model that initiated the survey activity. Once the survey is finished, the model record that triggered the survey receives a score based on the participation results, creating a seamless feedback loop that directly integrates survey data into the workflow, enhancing usability and insight.
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1. Go to CRM > Configuration > Activity Types > Survey and choose a survey that you already created > Save e.g. I choose Burger Quiz
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2. Go to
Contacts
(or Invoices/Projects/Tasks/Purchase Orders) > Choose the target record > Click the
Activity
button in the chatter on the right side.
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3. A Share a Survey pop-up wizard will instantly open > Add your Recipients or Additional emails , then click the Send button at the bottom-left corner.
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Go to Survey > Choose the sent Survey > Click Registered/Participants button > The survey is now sent to correct emails. |
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4. For participant, go to Settings > Technical > Email > Emails and you will see an invitation sent to you > Start Survey After you finish, click Submit or press Enter > Your score will appear on the screen
Note: The survey will pop out on a new tab
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5. Head to Surveys > Choose the survey (e.g. Burger Quiz) > Participations and you will see that the Record has been linked to the person who sent out the survey and the participant's Score is visible as well
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6. Head back to Contacts or click on the employee's name in Record , the survey score of the participant has also been updated on the employee's profile
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Odoo 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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