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HTML Form Builder vs Surveys and Extending ORM - need advice/assistance

By
Damon
on 11/28/16, 4:00 PM 319 views

Hello,

I'm basically setting up something whereby I can prequalify Leads/Partners for service. I'm trying to decide between using the HTML Form Builder or Surverys on Odoo 10 Community. With the HTML forms I'd need to extend/add to the ORM Fields in the database to be able to include all necessary info inorder to pre qualify. What's the best way of doing this? a module extension? With surveys it looks as though I can add but not easily return field data from DB queries nor add these into the sales channels easily once they have been qualified.

Any help, advice is much appreciated.

d

0
Cyril
On 1/7/17, 5:25 PM

Hello

I have the same need. I think I would use survey module :

1- make the survey and share it with partners

2 - with a wizard it would be easy to copy the data from the survey to the partner fields

Customization would be very light (add fields to res_partner model and develop a wizard...)

Since you posted the question, did you find any solution to achieve your need ?

Best regards

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Asked: 11/28/16, 4:00 PM
Seen: 319 times
Last updated: 1/7/17, 5:25 PM