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

on 11/28/16, 4:00 PM 571 views


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.


On 1/7/17, 5:25 PM


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: 571 times
Last updated: 1/7/17, 5:25 PM