Odoo Website: Customize Website Forms the Easy Way

Public Channel / Odoo Experience 2016

By Antoine Sencie - Business Analyst, Odoo

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3. Business Benefits 1

5. How it works 2

11. LIVE DEMONSTRATION 3

13. Thank you. #odooexperience EXPERIENCE 2016

12. “Your most unhappy customers are your greatest source of learning.” Bill Gates 4

1. Odoo website forms: Customize your website forms: the easy way Antoine Sencie • Functional consultant EXPERIENCE 2016

9. How it works Add custom fields ❖ Pre-defined options ➢ Checkbox (True or False option) ➢ Radio button (One choice) ➢ Multi-check box (Multi choice)

4. Business Benefits ❖ Create website forms to collect the information you need from your customers ❖ Integrate it with other modules to create: ➢ Leads (CRM) ➢ Issue (Project)

8. How it works Add custom fields ❖ Free input: ➢ Text (one line text) ➢ Long Text (multi-lines text) ➢ Number (interger numbers only) ➢ Decimal number (float numbers)

2. Business Benefits 1 How it works Demonstration Conclusion Q & A 2 3 4 5

6. How it works ❖ Create a new page where you will build your website form ❖ Edit the page to add the block “Form builder” ❖ Choose the type of action you want your contact form to perform: TIP: Install the contact form and Issue form to create leads or issue through the contact form

10. How it works Add custom fields ❖ Others: ➢ Date (dd/mm/yyyy) ➢ Date time (dd/mm/yyyy hh:mm:ss) ➢ File upload (attach a document) ❖ All the answers will be saved in the notes of the created record

7. How it works Add model fields ❖ It opens a dropdown menu with all the fields existing on the related model ❖ There are three main types of fields you can select: ➢ Free text fields ➢ Selection fields (selection option can be shorten) ➢ Date fields ❖ You can also defined if a field is Required

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