Module: survey_crm - Odoo Module Metadata

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Survey CRM

survey_crm

REPOSITORY
REPOSITORY	odoo/odoo
GIT
GIT	https://github.com/odoo/odoo.git
GIT FOLDER
GIT FOLDER	https://github.com/odoo/odoo/tree/19.0/survey_crm
VERSION
VERSION	1.0
CATEGORY
CATEGORY	Marketing/Surveys
LICENSE
LICENSE	LGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	Yes
AUTHORS
AUTHORS	Odoo S.A.
MAINTAINERS
MAINTAINERS	Odoo S.A.
COMMITTERS
COMMITTERS	Odoo Translation Bot, Tiffany Chang (tic), Renaud Thiry, Dylan Kiss (dyki), Romain ROSANO (rros)
WEBSITE
WEBSITE
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 01:51:40
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - survey - auth_signup - base_setup - base - web - mail - bus - web_tour - html_editor - http_routing - gamification - crm - sales_team - calendar - resource - utm - contacts - digest - portal - phone_validation
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION	Bridge module between Survey and CRM. Enables the creation of a lead from a survey when the participant selects lead-generating answers. An option on the suggested answers can be activated to make them lead-generating.

Code Analysis

Views touched (4)

XML ID	Name	Model	Type	Status
`survey_question_view_form`	survey.question.form.inherit.survey.crm	survey.question	xpath	Inherits survey.survey_question_form
`survey_survey_view_form`	survey.survey.view.form.inherit.survey.crm	survey.survey	xpath	Inherits survey.survey_survey_view_form
`survey_survey_view_kanban`	survey.survey.view.kanban.inherit.survey.crm	survey.survey	xpath	Inherits survey.survey_survey_view_kanban
`survey_user_input_view_form`	survey.user_input.view.form.inherit.survey.crm	survey.user_input	xpath	Inherits survey.survey_user_input_view_form

Models touched (7)

New fields (1)

origin_survey_id Many2one → survey.survey
index='btree_not_null' ondelete='set null' string='Survey' args: 'survey.survey'

Public methods (0)

No public methods.

New fields (1)

origin_survey_ids One2many → survey.survey
string='Survey opportunities related to the sales team' args: 'survey.survey', 'team_id'

Public methods (0)

No public methods.

New fields (2)

generate_lead Boolean
compute='_compute_generate_lead' help='At least one of the question answers can generate leads.' args: 'Lead Generating'
survey_type Selection
related='survey_id.survey_type'

Public methods (0)

No public methods.

New fields (1)

generate_lead Boolean
help='Creates a lead when participants choose this answer' args: 'Lead creation'

Public methods (0)

No public methods.

New fields (4)

generate_lead Boolean
compute='_compute_generate_lead' store='True' args: 'Lead Generating'
lead_count Integer
compute='_compute_lead_count' help='Number of leads created by this survey' args: 'Leads'
lead_ids One2many → crm.lead
args: 'crm.lead', 'origin_survey_id'
team_id Many2one → crm.team
index='btree_not_null' ondelete='set null' string='Assign Leads to' args: 'crm.team'

Public methods (2)

action_end_session(self)
Checks if leads need to be created for live sessions (either custom or live_session)
action_survey_see_leads(self)
Shows the leads created from the current survey

New fields (0)

No new fields.

Public methods (1)

get_survey_templates_data(self)
@api.model

New fields (1)

lead_id Many2one → crm.lead
ondelete='set null' args: 'crm.lead'

Public methods (1)

action_redirect_lead(self)
Shows the lead associated, created from inputs

REPOSITORY
REPOSITORY	odoo/odoo
GIT
GIT	https://github.com/odoo/odoo.git
GIT FOLDER
GIT FOLDER	https://github.com/odoo/odoo/tree/12.0/survey_crm
VERSION
VERSION	2.0
CATEGORY
CATEGORY	Marketing
LICENSE
LICENSE	LGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	Yes
AUTHORS
AUTHORS
MAINTAINERS
MAINTAINERS
COMMITTERS
COMMITTERS	Odoo Translation Bot, Martin Trigaux, Fabien Pinckaers, Christophe Simonis, Xavier-Do
WEBSITE
WEBSITE
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-05 23:57:00
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - crm - base_setup - base - web - sales_team - mail - bus - web_tour - calendar - resource - fetchmail - utm - contacts - digest - portal - http_routing - survey
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION	Survey - CRM (bridge module) ================================================================================= This module adds a Survey mass mailing button inside the more option of lead/customers views

Code Analysis

Views touched (0)

No views found for this module.

Models touched (1)

New fields (0)

No new fields.

Public methods (1)

default_get(self, fields)
@api.model

REPOSITORY
REPOSITORY	odoo/odoo
GIT
GIT	https://github.com/odoo/odoo.git
GIT FOLDER
GIT FOLDER	https://github.com/odoo/odoo/tree/11.0/survey_crm
VERSION
VERSION	2.0
CATEGORY
CATEGORY	Marketing
LICENSE
LICENSE	LGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	Yes
AUTHORS
AUTHORS
MAINTAINERS
MAINTAINERS
COMMITTERS
COMMITTERS	Odoo Translation Bot, Martin Trigaux, GitHub, Odoo Online
WEBSITE
WEBSITE	https://www.odoo.com/page/survey
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-05 23:53:42
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - crm - base_setup - base - web - sales_team - mail - bus - web_tour - calendar - resource - fetchmail - utm - web_planner - contacts - survey - website - web_editor - http_routing - portal
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION	Survey - CRM (bridge module) ================================================================================= This module adds a Survey mass mailing button inside the more option of lead/customers views

Code Analysis

Views touched (0)

No views found for this module.

Models touched (1)

New fields (0)

No new fields.

Public methods (1)

default_get(self, fields)
@api.model

REPOSITORY
REPOSITORY	odoo/odoo
GIT
GIT	https://github.com/odoo/odoo.git
GIT FOLDER
GIT FOLDER	https://github.com/odoo/odoo/tree/10.0/survey_crm
VERSION
VERSION	2.0
CATEGORY
CATEGORY	Marketing
LICENSE
LICENSE	LGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	Yes
AUTHORS
AUTHORS
MAINTAINERS
MAINTAINERS
COMMITTERS
COMMITTERS	Odoo Translation Bot, Martin Trigaux, Olivier Dony, Christophe Simonis, Jérome Maes, Julien Legros
WEBSITE
WEBSITE	https://www.odoo.com/page/survey
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-05 23:50:47
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - crm - base_action_rule - base - resource - mail - base_setup - web_kanban - web - bus - web_tour - sales_team - calendar - web_calendar - fetchmail - utm - web_planner - survey - website - web_editor
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION	Survey - CRM (bridge module) ================================================================================= This module adds a Survey mass mailing button inside the more option of lead/customers views

Code Analysis

Views touched (0)

No views found for this module.

Models touched (1)

New fields (0)

No new fields.

Public methods (1)

default_get(self, fields)
@api.model

REPOSITORY
REPOSITORY	odoo/odoo
GIT
GIT	https://github.com/odoo/odoo.git
GIT FOLDER
GIT FOLDER	https://github.com/odoo/odoo/tree/9.0/survey_crm
VERSION
VERSION	2.0
CATEGORY
CATEGORY	Marketing
LICENSE
LICENSE	LGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	Yes
AUTHORS
AUTHORS
MAINTAINERS
MAINTAINERS
COMMITTERS
COMMITTERS	Odoo Translation Bot, Martin Trigaux, Olivier Dony, Christophe Simonis, Yannick Tivisse
WEBSITE
WEBSITE	https://www.odoo.com/page/survey
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-05 23:48:30
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - crm - base_action_rule - base - resource - mail - base_setup - web_kanban - web - bus - sales_team - calendar - web_calendar - fetchmail - utm - marketing - web_tip - web_planner - survey - website - web_editor
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION	Survey - CRM (bridge module) ================================================================================= This module adds a Survey mass mailing button inside the more option of lead/customers views

Code Analysis

Views touched (0)

No views found for this module.

Models touched (1)

New fields (0)

No new fields.

Public methods (1)

default_get(self, cr, uid, fields, context=None)

REPOSITORY
REPOSITORY	odoo/odoo
GIT
GIT	https://github.com/odoo/odoo.git
GIT FOLDER
GIT FOLDER	https://github.com/odoo/odoo/tree/8.0/survey_crm
VERSION
VERSION	2.0
CATEGORY
CATEGORY	Marketing
LICENSE
LICENSE	LGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	Yes
AUTHORS
AUTHORS	OpenERP SA
MAINTAINERS
MAINTAINERS	OpenERP SA
COMMITTERS
COMMITTERS	Odoo Translation Bot, Martin Trigaux, Fabien Pinckaers, Olivier Dony, Richard Mathot (OpenERP)
WEBSITE
WEBSITE	https://www.odoo.com/page/survey
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-05 23:45:38
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - crm - base_action_rule - base - resource - mail - base_setup - web_kanban - web - sales_team - web_kanban_sparkline - email_template - calendar - web_calendar - board - fetchmail - survey - website - share - marketing
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION	Survey - CRM (bridge module) ================================================================================= This module adds a Survey mass mailing button inside the more option of lead/customers views

Code Analysis

Views touched (0)

No views found for this module.

Models touched (1)

New fields (0)

No new fields.

Public methods (1)

default_get(self, cr, uid, fields, context=None)

Survey CRM

Code Analysis

Views touched (4)

Models touched (7)

crm.lead Extends Model 1 field 0 methods CrmLead · inherits crm.lead

crm.team Extends Model 1 field 0 methods CrmTeam · inherits crm.team

survey.question Extends Model 2 fields 0 methods SurveyQuestion · inherits survey.question

survey.question.answer Extends Model 1 field 0 methods SurveyQuestionAnswer · inherits survey.question.answer

survey.survey Extends Model 4 fields 2 methods SurveySurvey · inherits survey.survey

survey.survey Extends Model 0 fields 1 method SurveySurvey · inherits survey.survey Add the new 'Lead Qualification' survey template to the templates that can be selected in the helper screen.

survey.user_input Extends Model 1 field 1 method SurveyUser_Input · inherits survey.user_input

Code Analysis

Views touched (0)

Models touched (1)

survey.mail.compose.message Extends TransientModel 0 fields 1 method SurveyComposeMessage · inherits survey.mail.compose.message

Code Analysis

Views touched (0)

Models touched (1)

survey.mail.compose.message Extends TransientModel 0 fields 1 method SurveyComposeMessage · inherits survey.mail.compose.message

Code Analysis

Views touched (0)

Models touched (1)

survey.mail.compose.message Extends TransientModel 0 fields 1 method SurveyComposeMessage · inherits survey.mail.compose.message

Code Analysis

Views touched (0)

Models touched (1)

survey.mail.compose.message Extends TransientModel 0 fields 1 method survey_mail_compose_message · inherits survey.mail.compose.message

Code Analysis

Views touched (0)

Models touched (1)

survey.mail.compose.message Extends TransientModel 0 fields 1 method survey_mail_compose_message · inherits survey.mail.compose.message