Create surveys

# Create surveys

To create a survey in the Odoo Surveys application, navigate to Surveys app â£
New to reveal a blank survey form.
The New button is not present on the Surveys dashboard if in the Activities view.

## Survey form

At the top of the survey form are four radio buttons, each representing a survey style. The radio
button options are:
- Survey
- Live Session
- Assessment
- Custom (selected by default)
Custom (selected by default)
These options are here to streamline the survey-making process, by providing users with automated
settings and options that are ideally specific to those types of surveys. Each of those survey type
options comes equipped with its own specific selection of options.
The Custom option, selected by default, offers all the options from every potential
survey type (located in the Options tab).
Beneath those radio survey type options is a blank field in which a name for the survey must be
entered.
Below the survey name field, is the Responsible field. Choose a user from the drop-down
menu to be in charge of the survey. By default, the user who initially created the survey is
selected as the default Responsible .
To the right of those fields, and above the tabs, is the option to add a background image,
represented by a ð· (camera) icon. When clicked, the option to upload an image becomes
available. This image would be used as the background image for the entire survey. This is not a
required option.
Below those fields and options are four tabs: Questions , Options , Description , and End Message .

### Questions tab

View, access, add, and/or delete questions and sections to the survey in the Questions tab.
By default, two columns are present in the Questions tab: Title (i.e. the
question) and Question Type .
If the Randomized per Section option is enabled in the Options tab of the
survey form, a column titled, # Questions Randomly Picked appears in the Questions tab.
Indicate whether questions require a mandatory answer by clicking the (optional columns) icon to the far-right of the column titles. Then, select Mandatory Answer from the
drop-down menu to reveal the Mandatory Answer column in the Questions tab.

#### Add a question

To add a question to a survey, click Add a question in the Questions tab,
and proceed to fill out the Create Sections and Questions pop-up window that appears.
To learn how to create and customize questions, refer to the create questions documentation.
There must be a survey title entered in order for the Create Sections and
Questions pop-up window to appear. If no title is entered for the survey, an error pop-up
message appears in the upper-right corner, instructing the user to enter a survey title.

#### Add a section

A section divides the survey into organized parts, in order to visually group similar questions
together. To make a section, click Add a section at the bottom of the Questions tab, proceed to type in a desired name for the section, then either press Enter or click away.
The section line appears in dark gray in the Questions tab.
Then, drag-and-drop desired questions beneath a section, or drag-and-drop a section title on top of
(i.e. before ) the desired question(s) in the survey. Doing so populates the section with questions
that align with its theme.
If the Randomized per Section option is enabled in the Options tab of the
survey form, the number 1 appears, by default, on the section line, beneath the #
Questions Randomly Picked column.
`1`
This indicates that 1 question from that section will be picked at random for each participant
taking the survey, bypassing every other, non-chosen question from that section. To change that
number, select that figure, and type in the desired number in its place. Then, either press Enter , or click away.
`1`

### Options tab

In the Options tab of the survey form, there are many options to choose from, separated
in four different sections: Questions , Time & Scoring , Participants , and Live Session .
The options available in this tab vary on the survey type chosen, via the radio buttons at the top
of the survey form: Survey , Live Session , Assessment , or Custom .
The Custom survey type showcases all the possible options in the Options tab. So, if any of the following options do not appear in the Options tab, it is
likely because the selected survey type does not offer it.

#### Questions section

The first field in the Questions section revolves around the Pagination ,
or overall layout, of the survey.
Choose between One page per question , One page per section , or One page with all the questions in the Pagination field.
If One page with all the questions is selected, all the remaining options in the Questions field, apart from Question Selection is removed, as they are no
longer needed.
Next, select one of the following options in the Display Progress as field:
- Percentage left : displays the percentage of the survey remaining to participants.
Percentage left : displays the percentage of the survey remaining to participants.
- Number : display the number of questions answered along with the total number of
questions to answer.
Number : display the number of questions answered along with the total number of
questions to answer.
In the Question Selection field choose to have the survey show All questions or Randomized per Section . If Randomized per Section a new column appears in
the Questions tab, titled: # Questions Randomly Picked .
In the # Questions Randomly Picked column, designate how many questions, in that
particular section, should be chosen at random to the participant.
Lastly, there is the Allow Roaming option. When enabled, participants are able to
navigate back to previous pages in the survey.

#### Time & Scoring section

The first option in the Time & Scoring section is the Survey Time Limit option. If enabled, proceed to enter in an amount of time (in minutes ) to be set as the
time limit for the survey.
Next, in the Scoring section, determine whether there should be: No scoring , Scoring with answers after each page , Scoring with answers at the end , or Scoring without answers .
If the No scoring option is selected, no other options are available in this section.
However, if any other Scoring option is selected, two additional fields appear: Required Score (%) and Is a Certification .
In the Required Score (%) field, enter the minimum percentage participants must earn
in order to pass the survey. Scores below this threshold are considered fails. This figure is also
used to determine if a participant is âcertifiedâ or not, if the Is a Certification option is enabled.
If the Is a Certification option is enabled, that makes the survey a Certification ,
which is represented on the main Surveys app dashboard via a half-tropy image behind the survey
title, while in the default Kanban view. Or, via a full-trophy icon, while in list view.
When the Is a Certification option is enabled, three additional fields appear â one
beside the option, and two below.
In the field that appears beside the option, users can select (and Preview ) a
certification template.
Beneath that, in the Certified Email Template field, users can select a preconfigured
email template, or create one on-the-fly, to be sent to certified participants of the survey upon
completion.
Lastly, if the Give Badge field is enabled, a preconfigured badge is then displayed on
the contact page for that certified survey participant.

#### Participants section

The first available option in the Participants section is the Access Mode field. This is where users can determine who has access to the survey. Users can select either: Anyone with the link or Invited people only .
Next, there is the option to Require Login . Enabling this feature means users must login before being able to take the survey, even if they have a valid token.
Lastly, in there is the Limit Attempts field. If enabled, an additional field appears
beside it, in which users can determine how many times users can attempt this survey.

#### Live Session section

The Live Session section in the Options tab of the survey form only pertains to Live Session surveys.
The first option in the Live Session section is the Session Code field. In
this field, enter a custom code, consisting of letters, numbers, and/or symbols, to be used by
participants in order to access the live session survey.
Next, is the Session Link field, which cannot be customized, but it can be sent
out to potential participants.
If a Session Code has been entered, the URL in the Session Link field
ends with that specific Session Code .
If that complete Session Link (ending in the custom Session Code ) is used
by participants to access the live session survey, that link would already be entered for them.
At that point, theyâd simply have to wait until the host of the live session begins the survey,
and then theyâd be able to enter.
If the Session Link (ending in the custom Session Code ) is sent without including the Session Code ending, participants trying to access the live
session, via that link, will need to enter the custom Session Code to gain access.
If the Session Code field is empty, a slightly longer, more complicated URL populates
the Session Link field. When participants attempt to access the live session via that
link (without a configured Session Code ), all they have to do is wait for the host of
the live session to begin the survey, and theyâd be able to participate.
Lastly, in the Live Session section, there is the option to Reward quick
answers . If that option is enabled, participants who submit their answer quickly receive more
points.

### Description tab

In this non-required tab, users can enter a custom description about the survey, along with any
explanations or guidance that a survey participant may need in order to properly participate (and
complete) the survey.

### End Message tab

In this non-required tab, users can enter a custom message that participants see upon completing the
survey.

## Survey form buttons

Once the survey has been configured properly, and questions have been added, the user can utilize
any of the available buttons in the upper-left corner of the survey form.
Those buttons are the following:
- Share : click to reveal a Share a Survey pop-up form that can be used to
invite potential participants to the survey â complete with a Survey Link that can be
copied and sent to potential participants, and a Send by Email toggle switch. When the Send by Email toggle is in the âonâ position, indicated by a green switch,
additional fields appear, in which Recipients and a Subject can be added
to the email. Below that, a dynamic email template, complete with a Start
Certification button appears, which can also be modified. Once modifications are complete, click Send to send that email invite to all the email
addresses/contacts listed in the Recipients field.
Share : click to reveal a Share a Survey pop-up form that can be used to
invite potential participants to the survey â complete with a Survey Link that can be
copied and sent to potential participants, and a Send by Email toggle switch.
When the Send by Email toggle is in the âonâ position, indicated by a green switch,
additional fields appear, in which Recipients and a Subject can be added
to the email. Below that, a dynamic email template, complete with a Start
Certification button appears, which can also be modified.
Once modifications are complete, click Send to send that email invite to all the email
addresses/contacts listed in the Recipients field.
- See results : this button only appears if there has been at least one participant
who has completed the survey. Clicking See results reveals a separate tab containing
a visual analysis of the survey questions and responses. For more information, check out the scoring surveys documentation.
See results : this button only appears if there has been at least one participant
who has completed the survey. Clicking See results reveals a separate tab containing
a visual analysis of the survey questions and responses. For more information, check out the scoring surveys documentation.
- Create Live Session : clicking this button opens the Session Manager in a separate
tab. It also allows participants to access the live session, but the actual survey does not begin until the user hosting the live session survey clicks the Start button on the Session Manager window. Additionally, when Create Live Session has been clicked, and the Session Manager tab
has been opened, the Create Live Session button on the survey form is replaced with
two new buttons: Open Session Manager and Close Live Session . Clicking Open Session Manager opens another separate tab to the Session Manager , and
clicking Close Live Session closes, and subsequently ends, the live session.
Create Live Session : clicking this button opens the Session Manager in a separate
tab. It also allows participants to access the live session, but the actual survey does not begin until the user hosting the live session survey clicks the Start button on the Session Manager window.
Additionally, when Create Live Session has been clicked, and the Session Manager tab
has been opened, the Create Live Session button on the survey form is replaced with
two new buttons: Open Session Manager and Close Live Session .
Clicking Open Session Manager opens another separate tab to the Session Manager , and
clicking Close Live Session closes, and subsequently ends, the live session.
- Test : clicking this button opens a new tab to a test version of the survey, in order
for the user to check for errors or inconsistencies, from the point-of-view of a participant.
Users can tell if they are in a test version of the survey if there is a blue banner at the top of
the screen, reading: This is a Test Survey --> Edit Survey . If the link in the blue banner is clicked, Odoo returns the user to the survey form.
Test : clicking this button opens a new tab to a test version of the survey, in order
for the user to check for errors or inconsistencies, from the point-of-view of a participant.
Users can tell if they are in a test version of the survey if there is a blue banner at the top of
the screen, reading: This is a Test Survey --> Edit Survey .
`ThisisaTestSurvey-->EditSurvey`
If the link in the blue banner is clicked, Odoo returns the user to the survey form.
- Print : clicking this button opens a new tab to a printable version of the survey that
the user can proceed to print for their records.
Print : clicking this button opens a new tab to a printable version of the survey that
the user can proceed to print for their records.
- Close : clicking this button closes the survey (i.e. archives it), which is represented
by a red Archived banner across the top-right corner of the survey form. When this button is clicked, and the survey is closed, a single button appears in the upper-right
corner of the survey form, titled: Reopen . When Reopen is clicked the
survey is reopened (i.e. unarchived), and the Archived banner is removed from the
survey form.
Close : clicking this button closes the survey (i.e. archives it), which is represented
by a red Archived banner across the top-right corner of the survey form.
When this button is clicked, and the survey is closed, a single button appears in the upper-right
corner of the survey form, titled: Reopen . When Reopen is clicked the
survey is reopened (i.e. unarchived), and the Archived banner is removed from the
survey form.
- Create questions
- Scoring surveys

Survey form
Questions tab
Options tab
Description tab
End Message tab
Survey form buttons


Live Session surveys

# Live Session surveys

With the Odoo Surveys application, users can enhance in-person demonstrations and presentations
with the Live Session feature.
Live Session surveys function the same way as a normal survey, but with a host or moderator, who
presents the questions to participants, reveals their responses in real-time, and controls the tempo
of the survey.
In Live Session surveys, participants access the survey experience via a custom URL, and sign in
with an optional access code. When the survey has begun, the host presents one question at a time.
Then, the audience of participants submit their answer, either via their computer or mobile device,
and once the responses have been gathered, the host reveals all the participantâs responses, in real
time, with each answerâs results displayed as a bar graph.

## Create Live Session survey

To create a Live Session survey, begin by opening the Surveys application. From the Surveys dashboard, click the New button to reveal a blank survey form.
Any of the survey type options ( Survey , Live Session , Assessment , or Custom ), presented as radio buttons at the top of the survey,
can be used to create a Live Session .
However, selecting the Live Session survey type radio button streamlines the process
because Odoo auto-selects the optimal settings and options for a Live Session survey when that
option is selected.
If the Is a Certification option is enabled in the Options tab, the
survey cannot be used as a Live Session survey.
With the desired survey radio button option selected, proceed to create a survey with questions and sections .
While creating questions for the Live Session survey, open the Options tab on the Create Sections and Questions pop-up form, in order to reveal the Live
Sessions section, which only has one available feature: Question Time Limit .
When the Question Time Limit option is enabled, a new field appears beside it, wherein
the user must enter the desired amount of time (in seconds) the participant gets to answer the
question.

### Options tab

After the questions have been created for the Live Session survey, open the Options tab of the survey form to further configure the survey.
The Options tab is organized into four sections: Questions , Time
& Scoring , Participants , and Live Session .

#### Questions section

Regardless of the option selected for the Pagination field, the Live Session survey only shows One page per question , and will default to that option when the Create Live Session button is clicked, and a Live Session survey officially begins.
The One page per question option in the Pagination field is selected by
default, and no other options appear in the Questions section, when the Live Session survey type radio button is selected.
The Display Progress as and Question Selection options are still viable and
active options for Live Session surveys, if desired, but they are not required.
However, the Allow Roaming feature is not available during Live Session surveys
whatsoever, as the host/moderator controls the survey, and participants have no control over what
question they see, or when they see it.

#### Time & Scoring section

The Survey Time Limit option is not applicable for Live Session surveys. This
option does not even appear in the Time & Scoring section of the Options tab
if the Live Session survey type radio button option is selected.
While the Survey Time Limit option is not applicable for Live Session surveys, each
question can be affixed with its own Question Time Limit , via the Options tab of the
question pop-up form. Those question-specific time limits do work with Live Session surveys.
If desired, any Scoring option, and subsequent Required Score (%) option are
available to use with Live Session surveys.
However, if the Is a Certification option is enabled, the survey cannot be used as a Live Session survey. The Is a Certification option does not appear in the Time & Scoring section of the Options tab if the Live Session survey type radio button option is selected.

#### Participants section

The Access Mode field is set to the Anyone with the link option when the
survey is used as a Live Session . The Anyone with the link option cannot be
modified if the Live Session survey type radio button option is selected.
The Require Login option is available for Live Session surveys. However, if the Live Session survey type radio button option is selected, the usual Limit
Attempts field that appears when Require Login is enabled does not appear, as live
session participants only get to attempt the survey once, as the host leads them through it.

#### Live Session section

The Session Code field allows users to create unique codes for participants to use, in
order to gain access to the Live Session survey. This code can consist of any combination of
letters, numbers, and/or symbols.
The Session Code field is not required, however, it is encouraged because it adds a
level of exclusivity to the survey and, without a Session Code , the URL that appears in
the following Session Link field becomes far more complex.
If a Session Code is not entered, participants can access the survey, via the Session Link without needing a host, and the fundamental elements of the Live
Session are lost, as the survey is then just a normal questionnaire, without any real-time
results.
With a Session Code , the URL in the non-modifiable Session Link field is
simplified, and ends with the Session Code , preceded by /s/ .
`/s/`
If 1212 has been entered as the Session Code , the URL in the Session
Link field begins with the basic URL of the database (e.g. sample-database.odoo.com ), followed
by: /s/1212 .
`1212`
`sample-database.odoo.com`
`/s/1212`
So, collectively, that sample Session Link would be: sample-database.odoo.com/s/1212 .
`sample-database.odoo.com/s/1212`
If a user sends out the Session Link URL in its complete form - Session
Code and all - participants would not need to enter in a code, as it would already be entered
for them. That complete link places the participant in a virtual waiting room, where they simply
need to wait for the host to officially start the Live Session survey.
If a user sends out the Session Link URL - except for the Session Code at the end (i.e. the entire URL through .../s/ ) - participants would be taken to a page,
wherein they would need to enter the specific Session Code in order to access the Live Session .
`.../s/`
If any Scoring option has been enabled, the opportunity to Reward quick
answers is also available with Live Session surveys.

## Start Live Session surveys

Once all the questions and configurations are complete, users can click the Create Live
Session button at the top of the survey form. Doing so opens a new browser tab to the Session
Manager .
When the Create Live Session button has been clicked, and the Live Session has begun,
a new Open Session Manager button appears on the survey form, which opens a new browser
tab to the Session Manager . If the Live Session has already begun, that button leads the user to
the question or section the Live Session is currently on.
Additionally, a Close Live Session button appears on the survey form. When that button
is clicked, the Live Session survey closes.
The Session Manager is controlled by the host/moderator of the Live Session survey, and is
typically shown on a projection or screen, so the participants can collectively view the questions
and real-time responses, as the host/moderator guides them through the Live Session .
The participant can see and answer the questions from their computer or mobile device, but the
results and real-time responses can only be seen on the Session Manager .
Initially, the Session Manager shows the title of the Live Session survey, the link needed to
access it, and a Waiting for attendeesâ¦ counter, which populates as participants enter
the Live Session survey.
Once the desired amount of participants have entered the Live Session survey, the host/moderator
can click the Start button on the right side of the Session Manager window to begin
the Live Session .
If the survey begins with a section title on the survey form, that section title appears in the Session Manager , and the participantâs view of the survey informs them to Pay attention to the host screen until the next question . This message appears whenever a section title appears
during a Live Session .
`Payattentiontothehostscreenuntilthenextquestion`
When the first question appears on the survey, the Session Manager shows the question above an
empty bar graph, showing the potential answer options on the x-axis. The participants see the
question and selectable answer options on their computer or mobile device.
As participants submit their answers, a progress bar, in the upper-left corner of the Session
Manager , fills in. This is how Live Session hosts/moderators know when every participant has
submitted their responses.
Then, when the desired amount of participants have submitted their responses, the host/moderator
clicks the Show Results button on the right side of the Session Manager to reveal the
collective real-time responses on the bar graph.
Once the host/moderator feels like the participants have had enough time to view the real-time
results, via the populated bar graph, they can click the Show Correct Answer(s) button
on the right side of the Session Manager window. Doing so highlights the correct response, if one
has been designated, in green. All incorrect responses are highlighted in red.
When the host/moderator feels the participants have had enough time to take in the correct and
incorrect responses, via the bar graph on the Session Manager , they can click the Next button to move on to the next portion of the survey.
Repeat this process until the survey is complete.
- Create surveys
- Create questions
- Scoring surveys

Create Live Session survey
Options tab
Start Live Session surveys


Create questions

# Create questions

In Odoo Surveys , crafting and tailoring survey questions is crucial for creating and
customizing surveys .
Fortunately, Odoo provides numerous ways to configure tailored questions for any kind of survey.
To access a list of all the questions that have been created in the database, navigate to Surveys app â£ Questions & Answers â£ Questions . There, users can view and modify
any question from any survey.
However, there is only one place in the Odoo Surveys application where survey questions can be
created. To do that, navigate to a survey form, by going to Surveys app â£ New , or
by selecting any pre-existing survey from the Surveys page ( Surveys app
â£ Surveys ).

## Questions tab

On a survey form, users can view, access, add, and/or delete questions (and sections) in the Questions tab.
By default, two columns are present in the Questions tab: Title (i.e. the
question) and Question Type .
If the Randomized per Section option is enabled in the Options tab of the
survey form, a column titled, # Questions Randomly Picked appears in the Questions tab.
To reveal the Mandatory Answer column on the Questions tab, which indicates
if questions require a mandatory answer or not, click the (optional columns) icon
located to the far-right of the column titles.

### Create sections

A section divides the survey into organized parts, in order to visually group similar questions
together. To make a section, click Add a section at the bottom of the Questions tab, proceed to type in a desired name for the section, then either press Enter or click away.
The section line appears in dark gray in the Questions tab.
Then, drag-and-drop desired questions beneath a section, or drag-and-drop a section title on top of
(i.e. before ) the desired question(s) in the survey, in order to populate the section with
specific questions that fit the theme of the section.
If the Randomized per Section option is enabled in the Options tab of the
survey form, the number 1 appears, by default, on the section line, beneath the #
Questions Randomly Picked column.
`1`
This indicates that 1 question from that section will be picked at random for each participant
taking the survey, bypassing every other, non-chosen question from that section. To change that
number, select that figure, and type in the desired number in its place. Then, either press Enter , or click away.
`1`

## Create questions

To create questions for the survey, click Add a question in the Questions tab.
Clicking Add a question opens the Create Sections and Questions pop-up
window, in which a survey question can be created.
There must be a survey title entered in order for the Create Sections and
Questions pop-up window to appear. If no title is entered for the survey, an error pop-up
message appears in the upper-right corner, instructing the user to enter a survey title.
When all desired configurations are complete click either Save & Close to save the
question and return to the survey form, or Save & New to save the question and create a
new one right away in a fresh Create Sections and Questions pop-up window.
Click Discard to discard the question entirely.

### Create Sections and Questions pop-up window

In the Create Sections and Questions pop-up window, start by typing the question into
the Question field, located at the top of the pop-up window.
Then, choose the desired Question Type . A preview of each Question Type is
to the right of the Question Type field, when a Question Type is selected.
Choose from the following Question Types :
- Multiple choice: only one answer : a multiple choice question, where only one answer is
permitted.
Multiple choice: only one answer : a multiple choice question, where only one answer is
permitted.
- Multiple choice: multiple answers allowed : a multiple choice question, where more than
answer is permitted.
Multiple choice: multiple answers allowed : a multiple choice question, where more than
answer is permitted.
- Multiple Lines Text Box : an open-ended question, where participants can type in a
multiple line response.
Multiple Lines Text Box : an open-ended question, where participants can type in a
multiple line response.
- Single Line Text Box : an open-ended question, where participants can type in a single
line response.
Single Line Text Box : an open-ended question, where participants can type in a single
line response.
- Numerical Value : a number-based question, where participants must enter a number as a
response.
Numerical Value : a number-based question, where participants must enter a number as a
response.
- Date : a date-based question, where participants must enter a date (year-month-day) as
a response.
Date : a date-based question, where participants must enter a date (year-month-day) as
a response.
- Datetime : a date-based question, where participants must enter a date and time
(year-month-day, hour-minute-second) as a response.
Datetime : a date-based question, where participants must enter a date and time
(year-month-day, hour-minute-second) as a response.
- Matrix : a multiple-choice, multiple question, in a table/chart layout, where
participants are presented with different questions on each row, and different answer options on
each column.
Matrix : a multiple-choice, multiple question, in a table/chart layout, where
participants are presented with different questions on each row, and different answer options on
each column.
Different features appear in the Answers and Options tabs, depending on
the chosen Question Type .
However, the Description tab always remains the same, regardless of the question
type chosen.
Once a Question Type has been selected, there are three possible tabs where information
can be customized for the question. These include the Answers tab (if applicable for the
chosen Question Type ), the Description tab, and the Options tab.
Each tab offers a variety of different features, depending on what Question Type was
chosen.

#### Answers tab

The Answers tab only appears if the selected Question Type provides
answer options to the participant.
However, if a custom response is required to answer the selected Question Type , like a Multiple Lines Text Box , for example. Or, if the answer to the Question Type is a number, date, or datetime, the Answers tab disappears completely.
If the Single Line Text Box is selected as the Question Type , the Answers tab remains, although it only provides two checkbox options: Input
must be an email and Save as user nickname .
If the Input must be an email option is enabled, a new field, Save as user
email appears. If that box is ticked, Odoo saves the participantâs answer to that specific question
as their email address.
If the Save as user nickname option is enabled, Odoo saves the participantâs answer as
its nickname.
For all other applicable Question Type options that provide answer options to the
participant, the Answers tab appears the same.
From here, users can add answer options by clicking Add a line , and typing in the
various answer options for that question. Then, either press Enter to lock in that answer
option and immediately add another one. Or, click away to simply lock in that answer option.
The entered answer options appear in the Choices column of the Answers tab.
If any Scoring option is enabled in the Options tab of the survey form, the Correct and Score columns appear to the right of the Choices column.
To mark an answer option as correct, tick the box beneath the Correct column for the
respective question. If Multiple choice: multiple answers allowed is set as the Question Type , multiple answers in the Choices column can be marked as Correct .
In the Score column, designate how many points (if any) should be rewarded to the
participant for entering that specific answer. It is possible to enter a negative amount as the Score to take points away for an incorrect response.
The option to upload a corresponding image to accompany the answer options is available on the
question line, beneath the Image column, by clicking Upload your file , and
uploading the desired image.
To delete any answer option, click the ðï¸ (trash can) icon to the far-right of the
question line.
An exception to that is if the Matrix option is selected as the Question
Type . If thatâs chosen, the Answers tab remains, but below the typical Choices section, there is a Rows section. Thatâs because the Matrix option provides an answer table for participants to fill out.

#### Description tab

In the Description tab of the Create Sections and Questions pop-up window is
used to provide any kind of guidelines, instructions, or any other type of supplemental material
deemed necessary to help participants answer/understand the question.
Entering a description is not required.

#### Options tab

In the Options tab of the Create Sections and Questions pop-up window, there
are four available sections: Answers , Constraints , Conditional
Display , and Live Sessions .
Fields in the Answers section in the Options tab of the Create
Sections and Questions pop-up window vary, depending on the selected Question Type and overall Options configured on the survey form.
If the selected Question Type is either Multiple choice: only one answer or Multiple choice: multiple answers allowed , there is a Show Comments Field present in the Answers section.
When enabled, two additional fields appear: Comment Message and Comment is an
answer .
In the Comment Message field, type in a guiding message to help participants know what
is expected of them (e.g. If other, please specify ).
`Ifother,pleasespecify`
If the Comment is an answer option is enabled, Odoo takes the participantâs commented
response as an answer, and not just commentary on the question. This is best utilized in surveys
where there is no scoring option enabled.
If the selected Question Type is Multiple Lines Text Box , a Placeholder field appears in the Answers section of the Options tab.
In the Placeholder field, enter a guiding direction to help participants know what they
should write in the Multiple Lines Text Box presented to them.
If the selected Question Type is Single Line Text Box , Numerical
Value , Date , or Datetime , two options appear in the Answers section of the Options tab: Validate Entry and Placeholder .
If the Validate Entry option is enabled, two additional fields appear beneath: Min/Max Limits and Validation Error .
In the Min/Max Limits field, designate the minimum and maximum allowed quantities for
that specific question.
In the Validation Error field, enter a custom message that Odoo displays when an answer
is not valid.
In the Placeholder field, enter a guiding direction to help participants know what they
should write in the Multiple Lines Text Box presented to them.
The Constraints section in the Options tab is the same, regardless of the
selected Question Type .
In the Constraints section, there is one option available: Mandatory Answer .
When Mandatory Answer is enabled, that means that specific question requires an answer
from the participant before they can move on. Also, when Mandatory Answer is enabled,
that reveals an additional field: Error Message .
In the Error Message field, enter a custom error message prompting the participant to
provide an answer for this question.
Conditional Display means the question is only displayed if a specified conditional
answer(s) (i.e. Triggering Answers ) has been selected in a previous question(s).
The Conditional Display section of the Options tab is not available
when questions are randomly picked.
There is only one field in the Conditional Display section: Triggering
Answers .
In the Triggering Answers field, select specific responses from previous questions that
would trigger this question. More than one answer can be selected. Leave the field empty if the
question should always be displayed.
The option in the Live Sessions section of the Options tab are only supported by Live Session surveys.
There is only one option available in the Live Sessions section: Question
Time Limit .
When the Question Time Limit option is enabled, designate how much time (in seconds ) participants have to answer the question during a Live Session survey.
Survey text colors are directly linked to the colors used for the website theme .


Scoring surveys

# Scoring surveys

To measure a survey participantâs performance, knowledge, or overall satisfaction, Odoo ascribes
points to survey answers. At the end of the survey, these points are summed up, resulting in the
participantâs final score.
To add points to questions, open the Surveys application, choose the desired survey
form, and then click on the Options tab. Under the :guilabel;`Scoring` section, choose
between Scoring with answers at the end or Scoring without answers at the
end .
- Scoring with answers at the end shows the survey participant their answers after
completing the survey, and displays which questions they got right or wrong. On questions where
there was an incorrect answer, the correct answer will be highlighted.
Scoring with answers at the end shows the survey participant their answers after
completing the survey, and displays which questions they got right or wrong. On questions where
there was an incorrect answer, the correct answer will be highlighted.
- Scoring without answers at the end does not show the survey participant their answer
choices after completing the survey, only their final score.
Scoring without answers at the end does not show the survey participant their answer
choices after completing the survey, only their final score.
To indicate correct answers, click on the Questions tab and choose a question. In the
question form, check the Is a correct answer box for the choice that is the correct
answer and attach a score value.
Back on the Options tab of the survey, set the Success % . The percentage
entered determines what percentage of correct answers is needed to pass the survey.
Further on the Options tab of the survey, survey administrators can also choose to make
the survey a certification. A certification indicates that the survey asks questions to test the
participantsâ knowledge level on a subject.
When enabling the Is a certification option, choose a Certification email
template . The certification will automatically be emailed using this email template to users who
pass the survey with a final score that is greater than or equal to the set Success % .
In the Candidates section, participants can be required to log in to take the survey.
If the Login Required setting is enabled, two new options appear: the Attempts Limit checkbox, which limits the number of times a participant can attempt
the survey, and the option to Give Badge , located beneath the Certification options in the Scoring section.
Badges are displayed on the eLearning portion of a given userâs portal, and are a way to set
milestones and reward participants for passing surveys or gaining points. Besides the awardee,
website visitors who access the Courses page will also be able to see the granted
badges.


Discuss

# Discuss

Odoo Discuss is an internal communication app that allows users to connect through messages,
notes, file sharing, and video calls. Discuss enables communication through a persistent chat
window that works across applications, or through the dedicated Discuss dashboard.
Upon opening the Discuss app , the Discuss dashboard appears.

## Inbox, starred, and history

Upon opening the Discuss app , the Discuss dashboard appears.
On the Discuss dashboard, unread messages are visible in the Inbox . Starred is where starred messages are stored. History shows chatter updates for records in the Odoo database the
user has been assigned to, or tagged on.

## Direct messages

Direct messages allow the user to communicate privately with one or multiple team members. To
start a new direct message, click the icon, next to Direct Messages on
the Discuss dashboard, and enter the name of the desired person in the Start
a conversation search bar that appears.
Multiple names can be selected in the Start a conversation search bar. Once all of
the names have been entered, press Enter .

### Direct message actions

Hover over a direct message in the chat window to see a menu of actions to take on the message.
- (Add a Reaction) : open a drop-down menu of emojis that can be
used to react to the direct message.
(Add a Reaction) : open a drop-down menu of emojis that can be
used to react to the direct message.
- (Reply) : reply to the direct message in a thread.
(Reply) : reply to the direct message in a thread.
- (Mark as Todo) : add the message to the Starred tab.
(Mark as Todo) : add the message to the Starred tab.
- (Expand) : reveals more message actions, including: Pin Mark as Unread Edit Delete
(Expand) : reveals more message actions, including:
- Mark as Unread
- Delete

### Conversation actions

The icons in the top-right corner of a direct message conversation represent different actions the
user can take on that conversation.
Click Notification Settings to set up notification preferences for the
conversation, or click Start a Call to begin a meeting. See the Meetings section for more information about meetings.
At the top of the direct message window, click the name of the direct message to change the group
name, and choose to add a description in the adjacent Add a description field.
The Add a description field is only available for group messages with more than
two participants.

### User status

It is helpful to see what colleagues are up to, and how quickly they can respond to messages, by
checking their status. The status is displayed as a circle in the bottom-right corner of a contactâs
photo in the (Members List) .
The color of the circle represents the userâs status:
- Green = online
- Orange = away
- White = offline
- Airplane = out of the office
Airplane = out of the office

### Leave a direct message conversation

To leave a direct message conversations, click the (Leave this channel) icon next to the conversation name in the Direct Messages section of the sidebar.
Leaving a conversation does not delete the direct messages in the conversation. The direct
message conversationâs history is visible when another direct message with the same person, or
group, is created.

## Meetings

In Discuss , Meetings are video calls. To start a meeting from the Discuss dashboard, click Start a meeting in the top-left corner, and select who to invite to the
meeting, via the Invite People drop-down window that appears. To start a meeting from a
direct message, click the Start a Call icon in the top-right corner.
Once a meeting has been started, the following buttons can be used:

## User-specific notification preferences

Access user-specific preferences for the Discuss app by navigating to Settings
app â£ Manage Users , select a user, then click the Preferences tab.
By default, the Notification field is set as Handle by Emails . With this
setting enabled, a notification email is sent by Odoo every time a message is sent from the chatter
of a record, a note is sent with an @ mention (from the chatter of a record), or a notification is
sent for a record the user follows.
`@`
By choosing Handle in Odoo , the above notifications are shown in the Discuss appâs Inbox .

## Chat from different applications

The Discuss application enables communication across all of Odooâs applications. To view chats
and channels, or start a new message, select the speech bubbles that are consistently present in the
upper-right corner of the database header.
- Use channels for team communication
Use channels for team communication
- Activities
- Configure ICE servers with Twilio
Configure ICE servers with Twilio
- Chatter

Inbox, starred, and history
Direct messages
Direct message actions
Conversation actions
User status
Leave a direct message conversation
Meetings
User-specific notification preferences
Chat from different applications


Canned responses

# Canned responses

Canned responses are customizable inputs where a typed shortcut populates a longer response. A
user enters a keyword shortcut, which is then automatically replaced by the expanded substitution
response. Canned responses save time by allowing users to use shorthand phrases to populate longer
messages. This also limits the possibility of errors when typing out longer messages because these
are pre-set messages. This maintains consistency throughout customer interactions.
Canned responses consist of two main components: the shortcut and the substitution . The shortcut
is the keyword or key phrase that is to be replaced. The substitution is the longer message that
replaces the shortcut.
Canned responses are available to use in Live Chat conversations, the Discuss app, and the Chatter composer. This includes direct message conversations, channel
conversations, and WhatsApp messages.

## Creating canned responses

Canned responses are managed through the Discuss application. To create a new canned response,
or manage the list of existing responses, navigate to Discuss app â£ Configuration
â£ Canned Responses .
Then, to create a new canned response, click New at the top-left of the list. Doing so
reveals a new blank line in the list.
Canned responses consist of two main components, a shortcut the user enters, and the substitution that replaces the shortcut.
Type a shortcut command in the Shortcut field. Next, click on the Substitution field, and type the message that will replace the shortcut.
Try to connect the shortcut to the topic of the substitution. Not only does this make it easier
to use the responses, it prevents the list of responses from becoming disorganized and
overwhelming.
In the Description field, add any information that provides context for this response,
such as guidelines for when it should or should not be used.
The Created by field automatically populates with the name of the user that creates a
new response. This field cannot be edited.
To share this response with other users, select one or more
groups in the Authorized Group field that should have access.
If the Authorized Group field is left blank, the response can only be used by the
user that created it.
Canned responses created by the database are automatically credited as created by OdooBot . They
must be assigned to an authorized group before they can be used by any users. To view the
responses created by OdooBot , navigate to Discuss app â£ Configuration â£
Canned Responses . Click into the search bar, and remove any filters.
Lastly, the Last Used field keeps track of the date and time each response was most
recently used. This field cannot be edited.

## Share responses

Canned responses, by default, are made available only to the user who creates them. To make a
canned response available for others to use, they need to be shared.
Users with Administrator access rights can view and edit canned responses created by other
users through the Discuss app. However, they are only able to use them if they are
included in an authorized group that has been designated on that canned responses item line,
located on the Canned Responses page.
Access to shared responses is granted on the groups level.
To view the Groups a user is a member of, first enable Developer mode ,
then navigate to Settings app â£ Users & Companies â£ Users . Select a user from
the list, and click to open their User Record . Then, click the Groups smart
button at the top of the page.
To view a list of users in a specific group, first enable Developer mode . Next, navigate to Settings app â£ Users &
Companies â£ Groups . Select a group from the list, then click to open the Group
Record . A list of users is included on the Users tab.
After determining what groups should have access to a response, they must be added to the Authorized Groups field for each canned
response.
The user who created the response can use it, even if they are not a member of one of the Authorized Groups .

## Use a canned response

Canned responses can be used in the Discuss app, in a Live Chat conversation, or on any
record that contains a Chatter composer. This includes direct message conversations, channel
conversations, and WhatsApp messages.
To use a canned response, type a colon ( : ) into a Chatter composer or chat window, followed by
the shortcut. Then press Enter . This replaces the shortcut with the substitution, though the
response can still be edited before it is sent.
`:`
Typing : in the Chatter composer, or chat window, on its own generates a drop-down list of
available canned responses. A response can be selected from the list, in addition to the use of
shortcuts.
`:`
To search through the list of available responses, type : , followed by the first few letters of
the shortcut.
`:`
- Chatter
- Discuss
- Commands and Canned Responses
Commands and Canned Responses

Creating canned responses
Share responses
Use a canned response


Chatter

# Chatter

The Chatter feature is integrated throughout Odoo to streamline communication, maintain
traceability, and provide accountability among team members. Chatter windows, known as composers ,
are located on almost every record within the database, and allow users to communicate with both
internal users and external contacts.
Chatter composers also enable users to log notes, upload files, and schedule activities.

## Chatter thread

A chatter thread can be found on most pages in the database, and serves as a record of the updates
and edits made to a record. A note is logged in the chatter thread when a change is made to the
record. The note includes details of the change, and a time stamp.
A user, Mitchell Admin, needs to update the email address of a contact. After they save the
changes to the contact record, a note is logged in the chatter of the contact record with the
following information:
- The date when the change occurred.
The date when the change occurred.
- The email address as it was previously listed.
The email address as it was previously listed.
- The updated email address.
The updated email address.
If a record was created, or edited, via an imported file, or was otherwise updated through an
intervention by the system, the chatter thread creates a log note, and credits the change to
OdooBot.

## Add followers

A follower is a user or contact that is added to a record and is notified when the record is
updated, based on specific follower subscription settings .
Followers can add themselves, or can be added by another user.
If a user creates, or is assigned to a record, they are automatically added as a follower.
To follow a record, navigate to any record with a chatter thread. For example, to open a Helpdesk ticket, navigate to Helpdesk app â£ Tickets â£ All Tickets , and select a ticket
from the list to open it.
At the top-right, above the chatter composer, click Follow . Doing this changes the
button to read Following . Click it again to Unfollow .

### Manage followers

To add another user, or contact, as a follower, click the (user) icon. This opens a drop-down list of the
current followers. Click Add Followers to open an Invite Follower pop-up
window.
Select one or more contacts from the Recipients drop-down list. To notify the contacts,
tick the Send Notification checkbox. Edit the message template as desired, then click Add Followers .
To remove followers, click the (user) icon to open the current followers list. Find the name of the
follower to be removed, and click the (remove) icon.

### Edit follower subscription

The updates a follower receives can vary based on their subscription settings. To see the type of
updates a follower is subscribed to, and to edit the list, click the (user) icon. Find the appropriate
follower in the list, then click the (pencil) icon. This opens the Edit Subscription pop-up window for the follower.
The list of available subscription settings varies depending on the record type. For example, a
follower of a Helpdesk ticket may be informed when the ticket is rated. This option would not be
available for the followers of a CRM opportunity.
Tick the checkbox for any updates the follower should receive, and clear the checkbox for any
updates they should not receive. Click Apply when finished.
The Edit Subscription options vary depending on the record type. These are the options for a
Helpdesk ticket.

## Log notes

The chatter function includes the ability to log internal notes on individual records. These notes
are only accessible to internal users, and are available on any records that feature a chatter
thread.
To log an internal note, first navigate to a record. For example, to open a CRM opportunity,
navigate to CRM app â£ Sales â£ My Pipeline , and click on the Kanban card of an
opportunity to open it. Then, at the top-right, above the chatter composer, click Log
note .
Enter the note in the chatter composer. To tag an internal user, type @ , and begin typing the name
of the person to tag. Then, select a name from the drop-down menu. Depending on their notification
settings, the user is notified by email, or through Odoo.
`@`
Outside contacts can also be tagged in an internal log note. The contact then receives an email
with the contents of the note they were tagged in, including any attachments added directly to
the note. If they respond to the email, their response is logged in the chatter, and they are
added to the record as a follower.
Outside contacts are not able to log in to view the entire chatter thread, and are only
notified of specific updates, based on their follower subscription settings , or when they are tagged directly.

## Send messages

Chatter composers can send messages to outside contacts, without having to leave the database, or
open a different application. This makes it easy to communicate with potential customers in the Sales and CRM applications, or vendors in the Purchase app.
To send a message, first navigate to a record. For example, to send a message from a CRM opportunity, navigate to CRM app â£ Sales â£ My Pipeline , and click on the Kanban
card of an opportunity to open it. Then, at the top-right, above the chatter composer, click Send message .
Press Ctrl + Enter to send a message, instead of using the Send button.
If any followers have been added to the record, they are added as
recipients of the message.
Followers of a record are added as recipients of a message
automatically. If a follower should not receive a message, they must be removed as a follower
before the message is sent, or a note is logged.

### Expand full composer

The chatter composer can be expanded to a larger pop-up window, allowing for additional
customizations.
To open the full composer, click the (expand) icon in the bottom-right
corner of the composer window.
The expand icon in a chatter composer.
Doing this opens a Compose Email pop-up window. Confirm or edit the intended Recipients of the message, or add additional recipients. The Subject field
auto-populates based on the title of the record, though it can be edited, if desired.
To use an email template for the message, click the (vertical ellipsis) icon, then select a template from the list. Existing templates can also be overwritten or
deleted from this menu.
The number and type of templates available vary, based on the record the message is created from.
Click (paperclip) icon to add any files to the message, then click Send .

#### Generate text with AI

To generate message text using AI, click the AI icon from the expanded chatter composer. This opens
a Generate Text with AI pop-up.
Enter a prompt in the Send a message field to instruct the AI on the type of content
needed, then press enter, or click the (paper plane) icon.
After the text is generated, click Insert to insert the text into the message composer.
Before sending the final message, be sure to edit any commentary from the AI, or any text in
brackets.

### Edit sent messages

Messages can be edited after they are sent, to fix typos, correct mistakes, or add missing
information.
When messages are edited after they have been sent, an updated message is not sent to the
recipient.
To edit a sent message, click the (vertical ellipsis) menu to the right of the message. Then, select Edit . Make any necessary adjustments to the message.
To save the changes, press Ctrl + Enter . To discard the changes, press Escape .
Users with Admin-level access rights can edit any sent messages. Users without Admin rights can only edit messages they created.

## Search messages

Chatter threads can become long after a while, because of all the information they contain. To make
it easier to find a specific entry, users can search the text of messages and notes for specific
keywords.
First, select a record with a chatter thread. For example, to search a CRM opportunity, navigate
to CRM app â£ Sales â£ My Pipeline , and click on the Kanban card of an
opportunity to open it. Then, at the top-right, above the chatter composer, click the (search) icon to open the search bar.
Enter a keyword or phrase into the search bar, then hit Enter , or click the (search) icon to the right of the search bar. Any messages or notes
containing the keyword or phrase entered are listed below the search bar, with the keyword
highlighted.
To be taken directly to a particular message in the chatter thread, hover over the upper-right
corner of the result to reveal a Jump button. Click this button to be directed to that
messageâs location in the thread.
Search results in a chatter thread. Hover over the upper-right corner of a result to see the Jump option. Click it to be taken directly to that message in the chatter thread.

## Schedule activities

Activities are follow-up tasks tied to a record in an Odoo database. Activities can be scheduled
on any database page that contains a chatter thread, Kanban view, list view, or activities view of
an application.
To schedule an activity through a chatter thread, click the Activities button, located
at the top of the chatter on any record. On the Schedule Activity pop-up window that
appears, select an Activity Type from the drop-down menu.
Individual applications have a list of Activity Types dedicated to that application. For
example, to view and edit the activities available for the CRM application, go to CRM app â£ Configuration â£ Activity Types .
Enter a title for the activity in the Summary field, located in the Schedule
Activity pop-up window.
Select a name from the Assigned to drop-down menu to assign the activity to a different
user. Otherwise, the user creating the activity is automatically assigned.
Add any additional information in the optional Log a noteâ¦ field.
The Due Date field on the Schedule Activity pop-up window auto-populates
based on the configuration settings for the selected Activity Type . However, this
date can be changed by selecting a day on the calendar in the Due Date field.
Lastly, click one of the following buttons:
- Schedule : adds the activity to the chatter under Planned activities .
Schedule : adds the activity to the chatter under Planned activities .
- Schedule & Mark as Done : adds the details of the activity to the chatter under Today . The activity is added to Today , and is automatically marked as
done.
Schedule & Mark as Done : adds the details of the activity to the chatter under Today . The activity is added to Today , and is automatically marked as
done.
- Done & Schedule Next : adds the task under Today marked as done, and opens
a new activity window.
Done & Schedule Next : adds the task under Today marked as done, and opens
a new activity window.
- Cancel : discards any changes made on the pop-up window.
Cancel : discards any changes made on the pop-up window.
Scheduled activities are added to the chatter for the record under Planned activities ,
and are color-coded based on their due date.
- Red icons indicate an overdue activity.
Red icons indicate an overdue activity.
- Yellow icons indicate an activity with a due date scheduled for the current date.
Yellow icons indicate an activity with a due date scheduled for the current date.
- Green icons indicate an activity with a due date scheduled in the future.
Green icons indicate an activity with a due date scheduled in the future.
Click the (info) icon next to a planned activity to see
additional details.
After completing an activity, click Mark Done under the activity entry in the chatter.
This opens a Mark Done pop-up window, where additional notes about the activity can be
entered. After adding any comments to the pop-up window, click: Done & Schedule Next , Done , or Discard .
After the activity is marked complete, an entry with the activity type, title, and any other details
that were included in the pop-up window are listed in the chatter.

## Attach files

Files can be added as attachments in the chatter, either to send with messages, or to include with a
record.
After a file has been added to a chatter thread, it can be downloaded by any user with access to
the thread. Click the (paperclip) icon to make the files header visible, if necessary. Then, click the (download) icon the file to download it.
To attach a file, click the (paperclip) icon located at the top of the chatter composer of any record
that contains a chatter thread.
This opens a file explorer pop-up window. Navigate to the desired file, select it, then click Open to add it to the record. Alternatively, files can be dragged and dropped directly
onto a chatter thread.
After files have been added, they are listed in the chatter thread, under a Files heading.
After at least one file has been added to a chatter record, a new button labeled Attach files appears below the Files heading. To attach any additional
files, this is the button that must be used, instead of the (paperclip) icon at the top of the
chatter thread.
After the Files section heading appears in the thread, clicking the (paperclip) icon no
longer opens a file explorer pop-up window. Instead, clicking the (paperclip) icon toggles the Files section from visible to invisible in the chatter thread.

## Integrations

Beyond the standard features, additional integrations can be enabled to work with the chatter
feature, specifically WhatsApp and Google Translate .
Before the WhatsApp and Google Translate integrations can be used with the chatter, they must be configured. Step-by-step instructions on how to set-up each of these features can be
found in the documentation below:
- WhatsApp
- Google Translate

### WhatsApp

WhatsApp is an instant messaging and voice-over-IP app that allows users to send and receive
messages, as well as share content.
WhatsApp is an Odoo Enterprise-only application that does not work in the Odoo Community
edition. To sign up for an Odoo Enterprise edition, click here: Odoo Free Trial .
After WhatsApp has been configured and enabled within a database, a WhatsApp button is
added above the chatter composer on any applicable record. If one or more approved WhatsApp templates are found for that model, clicking this button opens a Send WhatsApp Message pop-up window.
WhatsApp templates must be approved before they can be used. See WhatsApp templates for more information.

### Google Translate

Google Translate can be used to translate user-generated text in the Odoo chatter.
To enable Google Translate on a database, an API key must first be created through the Google API Console .
After creating the API key, navigate to the Settings app â£ Discuss section and
paste the key in the Message Translation field. Click Save to save the
changes.

#### Translate a chatter message

To translate a userâs text from another language, click the (vertical ellipsis) menu to the right of the chatter.
Then, select Translate . The content translates to the language set in the userâs
preferences .
Using the Google Translate API requires a current billing account with Google .
- Discuss
- Discuss Channels
- Activities
- WhatsApp

Chatter thread
Add followers
Manage followers
Edit follower subscription
Log notes
Send messages
Expand full composer
Edit sent messages
Search messages
Schedule activities
Attach files
Integrations
WhatsApp
Google Translate


Configure ICE servers with Twilio

# Configure ICE servers with Twilio

Odoo Discuss uses WebRTC API and peer-to-peer connections for voice and video calls. If one of the
call attendees is behind a symmetric NAT, you need to configure an ICE server to establish a
connection to the call attendee. To set up an ICE server, first, create a Twilio account for video
calls, and then, connect that Twilio account to Odoo.

## Create a Twilio account

First, go to Twilio and click Sign up to create a new
Twilio account. Next, enter your name and email address, create a password, and accept Twilioâs
terms of service. Then, click Start your free trial . Verify your email address with
Twilio, as per their instructions.
Next, enter your phone number into Twilio. Then, Twilio will send you an SMS text message
containing a verification code. Enter the verification code into Twilio to verify your phone
number.
After that, Twilio redirects to a welcome page. Use the following list to answer Twilioâs
questions:
- For Which Twilio product are you here to use? , select Video .
For Which Twilio product are you here to use? , select Video .
- For What do you plan to build with Twilio? , select Other .
For What do you plan to build with Twilio? , select Other .
- For How do you want to build with Twilio? , select With no code at all .
For How do you want to build with Twilio? , select With no code at all .
- For What is your goal today? , select 3rd party integrations .
For What is your goal today? , select 3rd party integrations .
If necessary, change the billing country. Finally, click Get Started with Twilio .

## Locate the Twilio Account SID and Auth Token

To locate the Account SID and Auth Token, go to the Twilio account dashboard. Then, click Develop on the sidebar. In the Account Info section, locate the Account SID and the Auth Token . Both of these are needed to connect Twilio
to Odoo.

## Connect Twilio to Odoo

Open the Odoo database and go to Settings â£ General Settings â£ Discuss . Check
the box next to Use Twilio ICE servers and enter the Twilio accountâs Account SID and Auth Token . Finally, click Save to apply these
changes.

## Define a list of custom ICE servers

This step is not required for the Twilio configuration. However, if Twilio is not configured or is
not working at any given moment, Odoo will fall back on the custom ICE servers list. The user must
define the list of custom ICE servers.
In Settings â£ General Settings â£ Discuss , click the ICE Servers button under Custom ICE server list .
Odoo will redirect to the ICE servers page. Here you can define your own list of ICE
servers.
For on-premise instances of Odoo, the package python3-gevent is necessary for the Discuss
module to run calls/video calls on Ubuntu (Linux) servers.
`python3-gevent`


Use channels for team communication

# Use channels for team communication

Use channels in the Odoo Discuss app to organize discussions between individual teams,
departments, projects, or any other group that requires regular communication. With channels,
employees can communicate inside dedicated spaces within the Odoo database around specific topics,
updates, and latest developments having to do with the organization.

## Create a new channel

To create a new channel, navigate to the Discuss app, and then click on the (plus) icon next to the Channels heading in the left-side
menu.
The channelâs Group Name , Description , and Privacy settings can
be modified by clicking on the channelâs settings, represented by a (gear) icon in the left sidebar menu, next to the channelâs name.

### Privacy tab

To control which users can join a channel, open the channelâs setting page and navigate to the Privacy tab.
To limit access of the channel to a specific group, select an option from the Authorized
Group drop-down menu.
To automatically add members of a group as followers of the channel, click the Auto
Subscribe Groups field, and select one or more groups from the list.
Users who are automatically added as followers can manually edit their subscription to the
channel, if necessary.
The option to Auto Subscribe Groups automatically adds users of that particular user
group as followers. In other words, while Authorized Groups limits which users can
access the channel, Auto Subscribe Groups automatically adds users as members as long as
they are part of a specific user group. The same is true for Auto Subscribe Departments .

### Invite members to a channel

To invite members to a channel, click on the Members tab. Click Add a line ,
then select either a Partner or Guest from the drop-down menu.
Inviting members can also be done from the Discuss appâs main dashboard, by selecting the
channel, clicking the (add user) icon in the top-right corner of
the dashboard, and finally clicking Invite to Channel once all the users have been
added.

## Quick search bar

Once at least 20 channels, direct messages, or live chat conversations are pinned in the sidebar, a Quick searchâ¦ bar is displayed. This feature is a convenient way to filter conversations
and find relevant communications.

### Finding channels

To view all available channels, click on the (gear) icon to the right of
the CHANNELS menu. Users can join or leave channels on this screen by clicking the Join or Leave buttons that appear in the channel boxes.
There is also the ability to apply filtering criteria and save them for later use. The Searchâ¦ function accepts wildcards by using the underscore character [ _ ], and
specific searches can be saved by using the Favorites â£ Save Current Search drop-down menu.
`_`

## Linking channel in chatter

Channels can be linked in the chatter of a record to share relvant discussions. To do so, type: # and the channel name. Click or press enter on the Channel name. Upon logging the note a link
to the channel appears. After clicking on the link a chat window with the channel conversation pops
up in the lower right corner of the screen.
`#`
Users are able to contribute to this group channel by typing messages in window and pressing enter .
- Discuss
- Activities

Create a new channel
Privacy tab
Invite members to a channel
Quick search bar
Finding channels
Linking channel in chatter


CRM

# CRM

Odoo CRM helps you organize your sales activities: track leads, close opportunities and get
accurate forecasts. Keep opportunities organized with the pipeline and manage your day-to-day
activities with meetings and next activities.
- Odoo Tutorials: CRM


Convert leads into opportunities

# Convert leads into opportunities

Leads act as a qualifying step before an opportunity is created. This provides additional time to
review its potential, and gauge its viability, before the opportunity is assigned to a salesperson.

## Configuration

To activate the Leads setting, navigate to CRM app â£ Configuration â£ Settings and check the box labeled, Leads . Then, click Save .
Activating this feature adds a new menu option, Leads , to the header bar, located along
the top of the screen.
Once the Leads setting has been activated, it applies to all sales teams by default. To turn off
leads for a specific team, navigate to CRM app â£ Configuration â£ Sales Teams .
Then, select a team from the list to open that teamâs configuration page. Clear the Leads checkbox, located beneath the Sales Team field, then click Save .

## Convert a lead into an opportunity

To convert a lead into an opportunity , navigate to CRM app â£ Leads , and click
on a lead from the list to open it.
If a Similar Leads smart button appears at the top of the page for the lead, it
indicates a similar lead or opportunity already exists in the database. Before converting this
lead, click the smart button to confirm if the lead should be merged.
Click the Convert to Opportunity button, located at the top-left of the page.
This opens a Convert to opportunity pop-up modal. Here, in the Conversion
Action field, select the Convert to opportunity option.
To merge this lead with an existing similar lead or opportunity, select Merge with
existing opportunities in the Conversion Action field. This generates a list of the
similar leads/opportunities to be merged.
When merging, Odoo gives priority to whichever lead/opportunity was created in the system first,
merging the information into the first created lead/opportunity. However, if a lead and an
opportunity are being merged, the resulting record is referred to as an opportunity, regardless
of which record was created first.
Then, select a Salesperson and a Sales Team to which the opportunity should
be assigned. Neither field is required, though if a selection is made in the Salesperson field, the Sales Team field is populated automatically, based on the salespersonâs team
assignments.
If the lead has already been assigned to a salesperson or a team, these fields automatically
populate with that information.
Under the Customer heading, choose from the following options:
- Create a new customer : choose this option to use the information in the lead to create
a new customer record.
Create a new customer : choose this option to use the information in the lead to create
a new customer record.
- Link to an existing customer : choose this option, then select a customer from the
resulting drop-down menu, to link this opportunity to an existing customer record.
Link to an existing customer : choose this option, then select a customer from the
resulting drop-down menu, to link this opportunity to an existing customer record.
- Do not link to a customer : choose this option to convert the lead, but not link it to
a new or existing customer.
Do not link to a customer : choose this option to convert the lead, but not link it to
a new or existing customer.
Lastly, when all configurations are complete, click Create Opportunity .
To view the newly created opportunity, navigate to CRM app â£ My Pipeline .
Some filters may need to be removed from the Searchâ¦ bar on the top Pipeline page to view all opportunities.

Configuration
Convert a lead into an opportunity


Create leads (from email or manually)

# Create leads (from email or manually)

Leads can be added to the CRM app from custom email aliases, and by manually creating new
records. This is in addition to the leads and opportunities created in the app through the website contact form .
First, ensure the Leads feature is enabled in the database by navigating to CRM
app â£ Configuration â£ Settings . Tick the Leads checkbox, then click Save .

## Configure email aliases

Each sales team has the option to create and utilize their own unique email alias. When messages
are sent to this address, a lead (or opportunity), is created with the information from the
message.
To create or update a sales teamsâ email alias, navigate to CRM app â£
Configuration â£ Sales Teams . Click on a team from the list to open the teamâs details page.
In the Email Alias field, enter a name for the email alias, or edit the existing name.
In the Accept Emails From field, use the drop-down menu to choose who is allowed to send
messages to this email alias:
- Everyone : messages are accepted from any email address.
Everyone : messages are accepted from any email address.
- Authenticated Partners : only accepts messages from email addresses associated with a
a partner (contact or customer) record.
Authenticated Partners : only accepts messages from email addresses associated with a
a partner (contact or customer) record.
- Followers only : only accepts messages from those who are following a record related to
the team, such as a lead or opportunity. Messages are also accepted from team members.
Followers only : only accepts messages from those who are following a record related to
the team, such as a lead or opportunity. Messages are also accepted from team members.
- Authenticated Employees : only accepts messages from email addresses that are connected
to a record in the Employees app.
Authenticated Employees : only accepts messages from email addresses that are connected
to a record in the Employees app.

### Leads created from email

Leads created from email alias messages can be viewed by navigating to CRM app â£
Leads . Click a lead from the list to open it, and view the details.
The email received by the alias is added to the chatter thread for the lead. The subject line of
the message is added to the title field, and the Email field is updated with the
contactâs email address.
If the leads feature is not enabled on the database, messages to the email alias are added
to the database as opportunities.
Communication in Odoo by email

## Manually create leads

Leads can be added directly to the CRM app by manually creating a new record. Navigate to CRM app â£ Leads to view a list of existing leads.
Leads can also be added via the Generate Leads button.
At the top-left of the list, click New to open a blank Leads form.
In the first field of the new form, enter a title for the new lead. Next, enter a Contact
Name , and a Company Name .
If a lead is converted to an opportunity , the Company Name field is
used to either link this opportunity to an existing customer, or to create a new customer.

### Manually create opportunities

To manually create an opportunity, navigate to CRM app â£ Sales â£ My Pipeline .
At the top-left of the page, click New to create a new opportunity Kanban card. In the Organization/Contact field, enter the name of the company the opportunity is for.
Choose a name, and enter it in the Opportunity field. This is a required field. When
manually creating an opportunity, it is helpful to add a name that relates to the details of the
opportunity.
In the example below, the opportunity is named 5 VP Chairs . This identifies the product the
customer is interested in, as well as the potential number of products.
`5VPChairs`
Enter the contact information for the opportunity in the Email and Phone fields.
In the Expected Revenue field, enter an estimated value for the opportunity.
The information in the Expected Revenue and priority fields can be used to track
performance for individual salespeople, and on a team basis. See Expected revenue report and Assign leads with predictive lead scoring for more
information.
Then, use the (star) icons to assign a priority.
- : low priority
- : medium priority
- : high priority
- : very high priority
Assigning a priority changes the order of leads in Kanban view, with higher priority leads
displayed first.
Once all the necessary information has been entered, click Add .

Configure email aliases
Leads created from email
Manually create leads
Manually create opportunities


Lead mining

# Lead mining

Lead mining is a feature that allows CRM users to generate new leads directly into their Odoo
database. To ensure lead qualification, lead mining output is determined by a variety of filtering
criteria, such as the country, the company size, and the industry.

## Configuration

To get started, go to CRM app â£ Configuration â£ Settings , and tick the Lead Mining checkbox to activate the feature. Then, click Save .

## Generate leads

After the Lead Mining setting is activated, a new button called Generate Leads is available to
use in the upper-left corner of the CRM Pipeline ( CRM app â£ Sales â£ My
Pipeline ).
Lead mining requests are also available through CRM app â£ Configuration â£ Lead
Mining Requests , or through CRM app â£ Leads â£ Leads , where the Generate Leads button is also available.
Click the Generate Leads button, and a pop-up window appears, offering a variety of
criteria by which to generate leads.
Choose to generate leads for Companies to get company information only, or choose Companies and their Contacts to get company information and individual employee contact information.
When targeting Companies and their Contacts , additional options are available to filter contacts based on Role or Seniority .
Additional filtering options include the following:
- Countries : filter leads based on the country (or countries) they are located in.
Countries : filter leads based on the country (or countries) they are located in.
- States : further filter leads based on the state in which they are located, if
applicable.
States : further filter leads based on the state in which they are located, if
applicable.
- Industries : filter leads based on the specific industry they work in.
Industries : filter leads based on the specific industry they work in.
- Filter on Size : tick this checkbox to specify the number of employees at the company.
This generates a field labeled Size . Fill in the blanks to create a range for the
desired company size.
Filter on Size : tick this checkbox to specify the number of employees at the company.
This generates a field labeled Size . Fill in the blanks to create a range for the
desired company size.
- Sales Team : choose which Sales Team the leads will be assigned to.
Sales Team : choose which Sales Team the leads will be assigned to.
- Salesperson : choose which member of the Sales Team the leads will be assigned to.
Salesperson : choose which member of the Sales Team the leads will be assigned to.
- Default Tags : choose which tags are applied directly to the leads once found.
Default Tags : choose which tags are applied directly to the leads once found.
Make sure to be aware of the latest EU regulations when receiving contact information. Get more
information about the General Data Protection Regulation on Odoo GDPR .

### View leads

After leads are generated, they are assigned to the designated salesperson and team. To view
additional information regarding the lead, select one from the list, and click to open it.
In the chatter thread for the lead, additional information is provided. This can include the number
of employees, the technology used by the company, the timezone, and direct contact information.
If Leads are not enabled for the database, then leads are generated as opportunities , and added to the pipeline for the designated salesperson.
To enable the Leads feature, navigate to CRM app â£ Configuration
â£ Settings , and tick the Leads checkbox. Then, click Save .

## Pricing

Lead mining is an In-App Purchase feature, and each generated lead costs one credit .
Generating Companies and their Contacts costs one additional credit for each contact generated. See here for complete
pricing information: Lead Generation by Odoo IAP .
To buy credits, navigate to CRM app â£ Configuration â£ Settings . In the Lead Generation section, under the Lead Mining feature, click Buy
Credits .
Credits may also be purchased by navigating to the Settings app . In the Contacts section, under the Odoo IAP feature, click View My
Services .
Enterprise Odoo users with a valid subscription get free credits to test IAP features before
purchasing more credits for the database. This includes demo/training databases, educational
databases, and one-app-free databases.
In-app purchases (IAP)

Configuration
Generate leads
View leads
Pricing


# Create opportunities from web contact forms

Adding a contact form to a website makes it easy to convert visitors into leads and opportunities.
After a visitor submits their information, an opportunity can be created automatically, and assigned
to a designated sales team and salesperson.

## Customize contact forms

By default, the Contact Us page on an Odoo website displays a preconfigured contact form. This
form can be customized, as needed, to suit the needs of a specific sales team.
Navigate to Website app â£ Contact Us , then click Edit in the
top-right of the screen to open the web editor. Click on the form building block in the body of the
webpage to open the form configuration settings on the right sidebar. The following options are
available to customize the contact form from the From section of the right sidebar:
- Action : the default action for a contact form is Send an Email . Select Create an Opportunity from the drop-down list to capture the information in the CRM app.
Action : the default action for a contact form is Send an Email . Select Create an Opportunity from the drop-down list to capture the information in the CRM app.
- Sales Team : choose a sales team from the drop-down menu that the opportunities from
this form should be assigned to. This field only appears if the Action field is
set to Create an Opportunity .
Sales Team : choose a sales team from the drop-down menu that the opportunities from
this form should be assigned to. This field only appears if the Action field is
set to Create an Opportunity .
- Salesperson : if the opportunities should be assigned to a specific salesperson, select
them from the drop-down menu. If no selection is made in this field, the opportunities are
assigned based on the teamâs existing rules.
Salesperson : if the opportunities should be assigned to a specific salesperson, select
them from the drop-down menu. If no selection is made in this field, the opportunities are
assigned based on the teamâs existing rules.
- Marked Fields : use this field to alter how the form handles marked fields. The default
option is to treat marked fields as Required , which is the recommended setting.
Marked Fields : use this field to alter how the form handles marked fields. The default
option is to treat marked fields as Required , which is the recommended setting.
- Mark Text : choose how Marked Fields should be identified. The default
character is an asterisk ( * ).
Mark Text : choose how Marked Fields should be identified. The default
character is an asterisk ( * ).
`*`
- Labels Width : use this field to alter the pixel width of the labels, if desired.
Labels Width : use this field to alter the pixel width of the labels, if desired.
- On Success : select how the webpage reacts after a customer successfully submits a
form. Nothing keeps the customer on the same screen, with the addition of a
confirmation message that the form was submitted successfully. Redirect sends the
customer to a new webpage, based on the address provided in the URL field below. Show Message replaces the form with a preconfigured message that informs the customer
someone should respond to them as soon as possible.
On Success : select how the webpage reacts after a customer successfully submits a
form. Nothing keeps the customer on the same screen, with the addition of a
confirmation message that the form was submitted successfully. Redirect sends the
customer to a new webpage, based on the address provided in the URL field below. Show Message replaces the form with a preconfigured message that informs the customer
someone should respond to them as soon as possible.
- URL : if Redirect is selected in the On Success field, enter
the URL for the webpage, where customers should be directed after successfully submitting a form.
URL : if Redirect is selected in the On Success field, enter
the URL for the webpage, where customers should be directed after successfully submitting a form.
- Visibility : use the drop-down menu to add any visibility conditions for this field, if
desired.
Visibility : use the drop-down menu to add any visibility conditions for this field, if
desired.
If leads are activated in CRM settings, selecting Create an Opportunity generates
a lead instead. To activate leads, navigate to CRM app â£ Configuration â£
Settings , and tick the Leads checkbox. Then, click Save .

### Customize contact form fields

In addition to the settings for the form, the settings for each field can be customized, as well.
With the web editor menu still open, click into a field to open the Field configuration
settings section on the sidebar. The following options are available to customize a field:
- Type : choose a custom field option or an existing field type.
Type : choose a custom field option or an existing field type.
- Input Type : determine the type of information customers should input. Available
options are Text , Email , Telephone , or Url . The
selection made in this field limits the format that customers can use when entering information.
Input Type : determine the type of information customers should input. Available
options are Text , Email , Telephone , or Url . The
selection made in this field limits the format that customers can use when entering information.
- Label : enter the name for the field.
Label : enter the name for the field.
- Position : choose the way the label is aligned with the rest of the form. The label can
be hidden, above the field, to the left of the field, or right adjusted and closer to the field.
Position : choose the way the label is aligned with the rest of the form. The label can
be hidden, above the field, to the left of the field, or right adjusted and closer to the field.
- Description : slide the toggle to add a description for the field, which can provide
additional instructions to customers. Click under the field on the form to add the description.
Description : slide the toggle to add a description for the field, which can provide
additional instructions to customers. Click under the field on the form to add the description.
- Placeholder : enter an example to help users know how to input information where
formatting is important, such as a phone number or email address.
Placeholder : enter an example to help users know how to input information where
formatting is important, such as a phone number or email address.
- Default Value : enter a value to include in the form, by default, if the customer does
not provide information in the field. It is not recommended to include a default value for
required fields .
Default Value : enter a value to include in the form, by default, if the customer does
not provide information in the field. It is not recommended to include a default value for
required fields .
- Required : slide the toggle to mark this field as required if it must be filled in
for every submission.
Required : slide the toggle to mark this field as required if it must be filled in
for every submission.
- Visibility : select when this field should be visible. Use the button on the left to
choose whether to show or hide this field on a desktop users. Use the button on the right to
choose whether to show or hide this field to mobile users.
Visibility : select when this field should be visible. Use the button on the left to
choose whether to show or hide this field on a desktop users. Use the button on the right to
choose whether to show or hide this field to mobile users.
- Animation : select if this field should have any animation.
Animation : select if this field should have any animation.

## View opportunities

After a customer submits a contact form, and an opportunity is created, it is assigned based on the form settings . To view opportunities, navigate to CRM app â£ Sales â£ My Pipeline .
If leads are activated on the database, contact form submissions are generated as leads, not
opportunities. To activate leads, navigate to CRM app â£ Configuration â£
Settings , and tick the Leads checkbox. Then, click Save .
Navigate to CRM app â£ Leads to view the newly-created leads.
On the My Pipeline dashboard, click on an opportunity card in the Kanban view to open
the opportunity record. The information submitted by the customer is visible on the opportunity
record.
As the contact form fields are customizable, the fields on the opportunity record, where the form
information is stored, varies accordingly.
If the preconfigured contact form is used, the Subject field is added to the Title field, and the content in the Notes field, which is labeled as Your
Question , is added to the Internal Notes tab.
- Manage sales teams
- Convert leads into opportunities
Convert leads into opportunities
- Assign leads with predictive lead scoring
Assign leads with predictive lead scoring
- Website forms

Customize contact forms
Customize contact form fields
View opportunities