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How to Create Surveys in Odoo?


Introduction

Odoo offers a built-in Survey module that helps users create, distribute, and analyze surveys for various purposes such as customer feedback, employee evaluation, and more. The interface is user-friendly, making it easy to design interactive surveys and track responses efficiently. Here’s a step-by-step guide to creating and testing a survey in Odoo.

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Step-by-Step Process

1. Click on the New Surveys

  1. Open the Odoo Survey module.
  2. Click on the Create or New Survey button to start creating a new survey.

Get a closer look – Here’s the feature at work.

2. Fill in the Survey Name and Click on the Add a Question.

  1. Enter a suitable name for your survey..  
  2. Click on the Add a Question button to begin designing your survey.

Get a closer look – Here’s the feature at work.

3. Fill in the Question and Options, then Save & Close.

  1. Enter the question..  
  2. Provide the answer options.  
  3. After completing the question, click Save & Close.

Get a closer look – Here’s the feature at work.

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4. Show Survey Added

Your newly created survey will now be visible in the survey list.

Get a closer look – Here’s the feature at work.

5. Click on the Test

To verify your survey design, click on the Test button to preview it.

Get a closer look – Here’s the feature at work.

6. Choose the Right Option and Click on Submit

Answer the survey by selecting one of the options and clicking Submit.

Get a closer look – Here’s the feature at work.

7. Click on the See Result Button

Once submitted, click the See Result button to view the survey responses.

Get a closer look – Here’s the feature at work.

8. Check the Result

Review the survey results and analyze the feedback provided by the respondents.

Get a closer look – Here’s the feature at work.

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Conclusion

Creating surveys in Odoo is straightforward, making it a valuable tool for gathering feedback or conducting assessments. With just a few clicks, users can design surveys, collect responses, and analyze results in real-time. The test and result features ensure the survey works as expected, providing seamless insights to improve operations and decision-making. Odoo’s Survey module simplifies data collection and is ideal for businesses of any size.

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With SDLC CORP’s Odoo customization services, businesses can adapt the ERP to meet specific needs, adding modules for CRM, inventory, HR, or finance with ease. Their experienced Odoo ERP consultants guide clients through every phase, providing strategic advice and best practices. SDLC CORP also offers ongoing support to ensure that your Odoo platform remains efficient, secure, and up-to-date.

As a full-service Odoo development agency, SDLC CORP covers everything from technical support to process automation, allowing clients to focus on growth while they manage the technical details. By choosing SDLC CORP, businesses gain a reliable partner for scalable, high-quality Odoo ERP development solutions.

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