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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