Survey Introduction in Odoo18

The steps below guide you through understanding and creating a “Survey” in Odoo18, specifically for gathering customer feedback on manufactured products. This workflow explains how to navigate to the survey module, create a new customer feedback survey, define its type, add questions with various answer options, and configure settings like mandatory answers and time limits.

• Navigate to the Survey Module: From the Odoo web application, go to the “Surveys” module.
• Understand the Purpose of Surveys: Surveys are used to gather customer feedback, for instance, on the “PUF Insulation Panel” manufactured by Bharat India Private Limited. This is particularly useful for products with different models (e.g., HF10, HF8, HF100) or thicknesses.
• Select an Existing Survey (or Create New): The presenter demonstrates by selecting an already created survey titled “PUF Panel Customer Feedback”.
• Review Survey Details: Inside the survey, you can see its name (“PUF Panel Customer Feedback”).
• Configure Survey Type: Under the “Options” tab, you can set the survey type (e.g., “Custom” as selected in the example).
• Add and Customize Questions: Go to the “Questions” tab.
  • Add a question (e.g., “Is your ordered PUF insulation panel satisfy your quality expectation”).
  • Define the “Question Type” (e.g., “Multiple choice: only one answer”).
  • Add options for answers (e.g., “Yes,” “No”).
  • Add a description for the question (e.g., “This question is for to know the customer feedback”).
  • Configure additional settings like “Show Comments Field,” “Triggering Answers,” “Mandatory Answer,” and “Time Limit”.
• Save the Survey: Save the changes to the survey.