Thanks a lo for your answer Nicolas, let me give you a more clear flow:

Main goal: There is an association that has to collect a bunch of data from its members to generate a report yearly.

Requirements:

​- Member user:

​ ​- Members have custom fields in their profile to categorize the type of member (region, legal entity type, tier...)

​ ​- Members can fill complex forms to store data. Fields in the form may contain complex calculations and conditional logic.

​ ​- Members can access  and download the data they already submitted in calc sheet format.

​ ​- Members can visualize the data in charts (maybe customize it).

​ ​- (extra) Members can invite other members and they become responsible for their reports.

​- Admin user:

​ ​- Starts and stops the campaign of reports making the forms visible.

​ ​- Adds/approves new member users.

​ ​- Admin user has access to the detailed report of each member user, can edit or add a notification for member users to change some data.

​ ​- Admin user has access to the member profile data and can edit it.

​ ​- Admin user has access and can download a global report that joins all the individual reports in calc sheet format.

​ ​- Admin user can visialize and dowload charts of the global report.

If you miss some information let me know. Thanks!

Hi Luis,
Ok, thanks for the details.

This seems like a multi-step project. I suggest breaking it down into smaller parts.

1. Clearly define the form structure, data and logic. Keep in mind that Odoo uses a relational database where the existing fields have properties which enable different logic and analysis across the apps. It is easier and faster to work with what is already defined than starting with custom fields right away. Once this is figured out it will inform the next step.

2. Decide if You need the association members to be users or employees, users by definition have degrees of access to the Odoo system, employees do not. However, employees can become users and be given access to the system. Based on the info you gave I would suggest creating one or more admin users and input association members as employees , with access rights added by defining the employees as users and assigning access groups afterwards. You can import members as with an .xls file in either "Contacts" or "Employees" app. Just be aware of the existing field values as you will have to map your .xls file to the Odoo Employee card template.

3. Since you will need the members to interact with a variety of apps to perform dashboard, export, etc. functions I would define a scope as to what they would need to access. Do this by testing out the app functionalities with a test document until you find the formula for the output you want. (data viz, spreadsheets, etc., etc.)

4. Define access rules based on your decisions in step 3, create an access group and apply to relevant member users.

5. Finally, create the form and apply access rules. This form could be a spreadsheet, a custom web form coded separately and pasted into the code block of the website module, or whatever format fits the needs.

6. Make the form live and notify the member users using the messaging method of your choice, email, sms, etc. using the "Contacts" app

I hope this helps with implementing your project using Odoo

Nicolas, thats a great starting point, thanks a lot. We are still dicussing which solution might fit best but if we go with Odoo I'll report with the results &/or questions about the implementation.
Cheers

Hi Luis,
Great, I'm glad I could help. To be clear I'm just a part of the open source user community, not associated with Odoo at all. All the best with your project.