documentation/survey/overview/create.rst

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Get Started with Surveys
========================
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Surveys can be used for a range of purposes that can go from collecting customer feedback, evaluate
the success of an event, measure how pleased customers are with your products/services, gauge
whether employees are happy and satisfied with their work environment, and even to find out what
your market is thinking.
Get started
===========
When creating your survey, choose a *Title* and *Category*. The *Category* field is used to know in
which context the survey is being conducted, as different applications might use it for different
purposes such as recruitment, certification, or employee appraisal.
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.. image:: media/new_survey.png
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:align: center
:alt: Form view of a survey with a title and category being chosen in Odoo Surveys
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Tab: Questions
--------------
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| Add sections and questions by clicking on the respective links.
| On the *Sections and Questions* form, once the question type is chosen and the answer added,
under the tab *Options*, enable *Mandatory Answer*, and set an *Error message* to be shown
when the user tries to submit the survey without answering the respective question.
| Depending on the *Question Type*, the tab *Options* aggregates extra and different
possibilities. Examples:
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- *Single Line Text Box* - can choose a minimum and maximum text length (number of characters -
spaces do not count), and its error message.
- *Multiple choice: multiple answers allowed*: choose between radio buttons or a dropdown menu
list, and if you would like to have a comment field. If the user select an answer and type a
comment, the values are separately recorded. Or, enable the comment field to be
displayed as an answer choice, with which a text type field is displayed.
- *Matrix Type*: choose if you would like to have one or multiple choices per row.
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.. image:: media/sections_questions.png
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:align: center
:alt: Sections and questions view of a survey in Odoo Surveys
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Tab: Description
----------------
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Write a *Description* to be displayed under the title of the survey's homepage.
.. image:: media/frontend_description.png
:align: center
:alt: Frontend of a survey showing the title and description of a survey for Odoo Surveys
.. tip::
Click on *Edit* to personalize your pages with the website builder.
Tab: Options
------------
Under the tab *Options*, choose the *Layout* of your questions. If choosing *One page per section* or
*One page per question*, an option *Back Button* becomes available, which allows the user to go back
pages.
.. image:: media/tab_options_layout.png
:align: center
:alt: Form view of a survey emphasizing the layout feature under options in Odoo Surveys
Test and share the survey
=========================
| Once your Survey is ready, *Test* it to avoid *Sharing* it with potential errors. As answers get
collected, click on *Answers* to access all the details of the respondent and his answers.
| By default, a filter *Except Test Entries* is applied to keep the list of entries clean with only
real participants.
.. image:: media/user_feedback.png
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:align: center
:alt: View list of the participations of a survey in Odoo Surveys
| Another way to access detailed answers is by going to :menuselection:`Participations -->
Participations`.
| Click on *See results* to be redirected to an analytical page.
.. image:: media/analytical_page.png
:align: center
:alt: View of an analytical page for Odoo Surveys
.. seealso::
- :doc:`scoring`
- :doc:`time_random`