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Help

How to send a unique form with odoo16

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crmform
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luca li

Hello everyone,

I would like to be able to send the link to a form to a client by email, and when the client fills out this form, it automatically updates my database with their information based on their email address, and I want this link to be valid only for them.

thx for your help 

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luca li
Penulis Jawaban Terbai

Thx for you answer. So i need to code in python ? Is there not a way in odoo to sent an email to a customer to complete an opportunity in the database ?

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Tapha LY
Jawaban Terbai

To achieve this in Odoo, you can follow the steps below:

  1. Create a form view in Studio: In Studio, create a form view for the model you want to use to collect the information from your clients. This form should contain the fields that you want your clients to fill out.

  2. Create an action: In the same model, create an action that opens the form view you created in step 1. This action will be used to generate a unique link for each client that you can send by email.

  3. Create a menu item: Create a menu item that opens the action you created in step 2. This menu item will be used to generate the unique link for each client.

  4. Write a python function to generate a unique link for each client: Write a Python function that generates a unique link for each client based on their email address. The function should use the menu item you created in step 3 to generate the link, and should store the link and the client's email address in the database.

  5. Send the link by email: Use the email composer in Odoo to send the unique link generated in step 4 to each client by email.

  6. Update the database based on the client's email address: When a client fills out the form, their information should be automatically updated in the database based on their email address. To achieve this, you can write a Python function that updates the database based on the email address stored in the database.

By following these steps, you will be able to send a unique link to each client by email, and when they fill out the form, their information will be automatically updated in your database based on their email address.

MML

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