diff --git a/content/applications/marketing/surveys/create.rst b/content/applications/marketing/surveys/create.rst index 9468fd70e..117df1928 100644 --- a/content/applications/marketing/surveys/create.rst +++ b/content/applications/marketing/surveys/create.rst @@ -1,224 +1,331 @@ -================= -Survey essentials -================= +============== +Create surveys +============== -Companies often use surveys to collect valuable information from their customers and employees, -which in turn, allows them to make more informed business decisions. - -In Odoo, surveys are used to collect customer feedback, evaluate the success of a recent event, -measure the satisfaction of customers (or employees), and gain more insight into shifting market -sentiments. - -Getting started -=============== - -To begin, open the :guilabel:`Surveys` application and click :guilabel:`Create`. Odoo then -redirects the page to a blank survey template form. - -On the survey form, add a :guilabel:`Survey Title` and then add a cover image to the survey by -hovering over the photo icon and clicking on the :guilabel:`Edit (pencil)` icon. When the file -explorer window opens, choose an image from the local files. - -Below the :guilabel:`Survey Title` are various tabs in which the survey questions and format can be -created and customized. These tabs are labeled as follows: - -- :guilabel:`Questions`: the list of questions to be asked in the survey -- :guilabel:`Description`: contextual information to aid in understanding the survey -- :guilabel:`Options`: choices for survey respondents to answer the questions - -.. image:: create/questions-description-options.png - :align: center - :alt: Various tabs that can be found on the survey template page. - -Questions tab -============= - -Add questions and sections to the survey in the :guilabel:`Questions` tab. A section divides the -survey into parts in order to visually group similar questions together. To make a section, click -:guilabel:`Add a section` and type in a section name. Then, add questions or drag and drop -questions into the divided sections. - -Clicking :guilabel:`Add a question` opens the :guilabel:`Create Sections and Questions` pop-up to -create and customize the survey question. - -.. image:: create/survey-question-pop-up.png - :align: center - :alt: The survey question pop-up window. - -Create questions ----------------- - -In the :guilabel:`Create Sections and Questions` pop-up, type the question in the -:guilabel:`Question` field. Then, choose the :guilabel:`Question Type`. A preview of how the -question type looks is shown in the preview window. - -Choose from the following :guilabel:`Question Types`: - -- :guilabel:`Multiple Lines Text Box` -- :guilabel:`Single Line Text Box` -- :guilabel:`Numerical Value` -- :guilabel:`Date` -- :guilabel:`Datetime` -- :guilabel:`Multiple choice: only one answer` -- :guilabel:`Multiple choice: multiple answers allowed` -- :guilabel:`Matrix` +To create a survey in the Odoo *Surveys* application, navigate to :menuselection:`Surveys app --> +New` to reveal a blank survey form. .. note:: - Different features appear in the :guilabel:`Answers` and :guilabel:`Options` tabs, depending on - the :guilabel:`Question Type` chosen. However, the :guilabel:`Description` tab always remains - the same, regardless of what question is chosen. + The :guilabel:`New` button is **not** present on the *Surveys* dashboard if in the *Activities* + view. -Create sections and questions -~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ - -Once a :guilabel:`Question Type` has been selected, there are three possible tabs where information -can be customized for the question. These include the :guilabel:`Answers` (if applicable), -:guilabel:`Description`, and :guilabel:`Options` tabs. - -Each tab offers a variety of different features depending on what :guilabel:`Question Type` was -chosen. - -For example, in the :guilabel:`Options` tab, the following options may appear: - -- :guilabel:`Mandatory Answer`: the question must be answered. -- :guilabel:`Matrix Type`: for matrix-type questions, select if one choice or multiple choices can - be selected per row. -- :guilabel:`Number of columns`: select how many columns are displayed. -- :guilabel:`Images on answers`: allow images on the answer options. -- :guilabel:`Conditional Display`: determine if the question is displayed based on the - participant's answer to a previous question. -- :guilabel:`Show Comments Field`: allow the participant to type a comment in a text box. -- :guilabel:`Question Time Limit`: for live session surveys, set a time limit for the question. - -Conditional Display -******************* - -:guilabel:`Conditional Display` means the question is only displayed if the specified conditional -answer has been selected in a previous question. - -When the box next to :guilabel:`Conditional Display` is selected, the :guilabel:`Triggering -Question` field appears. Select a question from the survey. - -Then, a :guilabel:`Triggering Answer` field appears. Here, select which answer will trigger this -:guilabel:`Conditional Display` question. - -Options tab +Survey form =========== -Back on the main survey template form, under the :guilabel:`Options` tab, there are different -sections of settings that can be modified. +.. image:: create/blank-survey-form.png + :align: center + :alt: How a blank survey form looks in the Odoo Surveys application. -The sections include: +At the top of the survey form are four radio buttons, each representing a survey style. The radio +button options are: -- :guilabel:`Questions`: focuses on the overall presentation of the survey -- :guilabel:`Scoring`: decides how the survey is scored -- :guilabel:`Candidates`: manages access to the survey -- :guilabel:`Live Session`: enables the survey into a real-time group activity. +- :guilabel:`Survey` +- :guilabel:`Live Session` +- :guilabel:`Assessment` +- :guilabel:`Custom` (selected by default) -Questions ---------- +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. -First, select the :guilabel:`Layout` of the survey. The following options can be chosen: +The :guilabel:`Custom` option, selected by default, offers all the options from every potential +survey type (located in the :guilabel:`Options` tab). -- :guilabel:`One page with all the questions` -- :guilabel:`One page per section` -- :guilabel:`One page per question` +Beneath those radio survey type options is a blank field in which a name for the survey **must** be +entered. -If either the :guilabel:`One page per section` or :guilabel:`One page per question` options are -chosen, then the :guilabel:`Back Button` option appears. If selected, the :guilabel:`Back Button` -option allows the participant to go back to a question during the survey. +Below the survey name field, is the :guilabel:`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 :guilabel:`Responsible`. -Under the :guilabel:`Layout` options is the :guilabel:`Progression Mode` setting, which indicates -how the participant's progress during the survey is displayed. It is shown as either a -:guilabel:`Percentage` or a :guilabel:`Number`. +To the right of those fields, and above the tabs, is the option to add a background image, +represented by a :guilabel:`📷 (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. -Next, there is an option available to add a :guilabel:`Survey Time Limit`. To implement this -option, simply check the box, and enter the amount of time (in minutes) participants have to -complete the survey. +Below those fields and options are four tabs: :guilabel:`Questions`, :guilabel:`Options`, +:guilabel:`Description`, and :guilabel:`End Message`. -After the :guilabel:`Survey Time Limit` option is a section labeled :guilabel:`Selection`. Here, -questions can be :guilabel:`Randomized per section`, in other words, the number of random questions -can be configured by section. This mode is ignored in a live session. +Questions tab +------------- -.. seealso:: - :doc:`time_random` +View, access, add, and/or delete questions and sections to the survey in the :guilabel:`Questions` +tab. -Scoring -------- +By default, two columns are present in the :guilabel:`Questions` tab: :guilabel:`Title` (i.e. the +question) and :guilabel:`Question Type`. -The following options are available when deciding how a :guilabel:`Scoring` method: +If the :guilabel:`Randomized per Section` option is enabled in the :guilabel:`Options` tab of the +survey form, a column titled, :guilabel:`# Questions Randomly Picked` appears in the +:guilabel:`Questions` tab. -- :guilabel:`No scoring` -- :guilabel:`Scoring with answers at the end` -- :guilabel:`Scoring without answers at the end` +Indicate whether questions require a mandatory answer by clicking the :guilabel:`(optional columns)` +icon to the far-right of the column titles. Then, select :guilabel:`Mandatory Answer` from the +drop-down menu to reveal the :guilabel:`Mandatory Answer` column in the :guilabel:`Questions` tab. -If either the :guilabel:`Scoring with answers at the end` or :guilabel:`Scoring without answers at -the end` options are selected, a :guilabel:`Success %` field appears. Set the percentage of correct -answers needed to pass the survey. +.. image:: create/mandatory-answer-dropdown.png + :align: center + :alt: The slider drop-down menu with the Mandatory Answer option selected in Odoo Surveys. -Next, there is the option to make the survey a certification. To do so, check the box next to the -option labeled :guilabel:`Is a Certification`, and two additional fields appear. Select a color -theme in the :guilabel:`Certification Template` field and then choose an :guilabel:`Email -Template`. When a participant passes the certification with the required score, an email from Odoo -will automatically be sent to that person using the selected email template. +Add a question +~~~~~~~~~~~~~~ -If the :guilabel:`Give Badge` feature is enabled and the :guilabel:`Certification Badge` is set, -the survey participant also receives a badge upon passing the certification. +To add a question to a survey, click :guilabel:`Add a question` in the :guilabel:`Questions` tab, +and proceed to fill out the :guilabel:`Create Sections and Questions` pop-up window that appears. -.. seealso:: - :doc:`scoring` +To learn how to create and customize questions, refer to the :doc:`create questions ` +documentation. -Candidates ----------- +.. important:: + There **must** be a survey title entered in order for the :guilabel:`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. -To determine access to the survey, the :guilabel:`Access Mode` has two options to choose between: -:guilabel:`Anyone with the link` and :guilabel:`Invited people only`. +Add a section +~~~~~~~~~~~~~ -Below the :guilabel:`Appraisal Managers Only` checkbox is the :guilabel:`Login Required` option to -require a login to participate in the survey. If this option is activated, an :guilabel:`Attempts -Limit` field also populates, in which the number of survey attempts is defined for the participant. +A *section* divides the survey into organized parts, in order to visually group similar questions +together. To make a section, click :guilabel:`Add a section` at the bottom of the +:guilabel:`Questions` tab, proceed to type in a desired name for the section, then either press +:kbd:`Enter` or click away. -Live Session ------------- +The section line appears in dark gray in the :guilabel:`Questions` tab. -The :guilabel:`Live Session` section is dedicated to users who are conducting surveys in real-time, -wherein they directly engage with and collect answers from a live audience. +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. -Customize the :guilabel:`Session Code` here; this code is needed for participants to access the -live session survey. Reward participants for quick answers by selecting the checkbox labeled -:guilabel:`Reward quick answers`. By checking it, attendees will get more points if they answer -quickly. +If the :guilabel:`Randomized per Section` option is enabled in the :guilabel:`Options` tab of the +survey form, the number `1` appears, by default, on the section line, beneath the :guilabel:`# +Questions Randomly Picked` column. + +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 +:kbd:`Enter`, or click away. + +Options tab +----------- + +In the :guilabel:`Options` tab of the survey form, there are many options to choose from, separated +in four different sections: :guilabel:`Questions`, :guilabel:`Time & Scoring`, +:guilabel:`Participants`, and :guilabel:`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: :guilabel:`Survey`, :guilabel:`Live Session`, :guilabel:`Assessment`, or +:guilabel:`Custom`. + +The :guilabel:`Custom` survey type showcases all the possible options in the :guilabel:`Options` +tab. So, if any of the following options do **not** appear in the :guilabel:`Options` tab, it is +likely because the selected survey type does not offer it. + +Questions section +~~~~~~~~~~~~~~~~~ + +.. image:: create/questions-section-options-tab.png + :align: center + :alt: The Questions section of the Options tab on a survey form in Odoo Surveys. + +The first field in the :guilabel:`Questions` section revolves around the :guilabel:`Pagination`, +or overall layout, of the survey. + +Choose between :guilabel:`One page per question`, :guilabel:`One page per section`, or +:guilabel:`One page with all the questions` in the :guilabel:`Pagination` field. + +.. note:: + If :guilabel:`One page with all the questions` is selected, all the remaining options in the + :guilabel:`Questions` field, apart from :guilabel:`Question Selection` is removed, as they are no + longer needed. + +Next, select one of the following options in the :guilabel:`Display Progress as` field: + +- :guilabel:`Percentage left`: displays the percentage of the survey remaining to participants. +- :guilabel:`Number`: display the number of questions answered along with the total number of + questions to answer. + +In the :guilabel:`Question Selection` field choose to have the survey show :guilabel:`All questions` +or :guilabel:`Randomized per Section`. If :guilabel:`Randomized per Section` a new column appears in +the :guilabel:`Questions` tab, titled: :guilabel:`# Questions Randomly Picked`. + +In the :guilabel:`# Questions Randomly Picked` column, designate how many questions, in that +particular section, should be chosen at random to the participant. + +Lastly, there is the :guilabel:`Allow Roaming` option. When enabled, participants are able to +navigate back to previous pages in the survey. + +Time & Scoring section +~~~~~~~~~~~~~~~~~~~~~~ + +.. image:: create/time-scoring-section-options-tab.png + :align: center + :alt: The Time and Scoring section of the Options tab on a survey form in Odoo Surveys. + +The first option in the :guilabel:`Time & Scoring` section is the :guilabel:`Survey Time Limit` +option. If enabled, proceed to enter in an amount of time (in :guilabel:`minutes`) to be set as the +time limit for the survey. + +Next, in the :guilabel:`Scoring` section, determine whether there should be: :guilabel:`No scoring`, +:guilabel:`Scoring with answers after each page`, :guilabel:`Scoring with answers at the end`, or +:guilabel:`Scoring without answers`. + +If the :guilabel:`No scoring` option is selected, no other options are available in this section. +However, if any *other* :guilabel:`Scoring` option is selected, two additional fields appear: +:guilabel:`Required Score (%)` and :guilabel:`Is a Certification`. + +In the :guilabel:`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 'certified' or not, if the :guilabel:`Is a Certification` +option is enabled. + +If the :guilabel:`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 :guilabel:`Is a Certification` option is enabled, three additional fields appear -- one +beside the option, and two below. + +In the field that appears beside the option, users can select (and :guilabel:`Preview`) a +certification template. + +Beneath that, in the :guilabel:`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 :guilabel:`Give Badge` field is enabled, a preconfigured badge is then displayed on +the contact page for that certified survey participant. + +Participants section +~~~~~~~~~~~~~~~~~~~~ + +.. image:: create/participants-section-options-tab.png + :align: center + :alt: The Participants section of the Options tab on a survey form in Odoo Surveys. + +The first available option in the :guilabel:`Participants` section is the :guilabel:`Access Mode` +field. This is where users can determine who has access to the survey. Users can select either: +:guilabel:`Anyone with the link` or :guilabel:`Invited people only`. + +Next, there is the option to :guilabel:`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 :guilabel:`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 +~~~~~~~~~~~~~~~~~~~~ + +.. image:: create/live-session-section-options-tab.png + :align: center + :alt: The Live Session section of the Options tab on a survey form in Odoo Surveys. + +.. note:: + The :guilabel:`Live Session` section in the :guilabel:`Options` tab of the survey form **only** + pertains to *Live Session* surveys. + +The first option in the :guilabel:`Live Session` section is the :guilabel:`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 :guilabel:`Session Link` field, which **cannot** be customized, but it *can* be sent +out to potential participants. + +.. note:: + If a :guilabel:`Session Code` has been entered, the URL in the :guilabel:`Session Link` field + ends with that specific :guilabel:`Session Code`. + + If that complete :guilabel:`Session Link` (ending in the custom :guilabel:`Session Code`) is used + by participants to access the live session survey, that link would *already* be entered for them. + At that point, they'd simply have to wait until the host of the live session begins the survey, + and then they'd be able to enter. + + If the :guilabel:`Session Link` (ending in the custom :guilabel:`Session Code`) is sent + **without** including the :guilabel:`Session Code` ending, participants trying to access the live + session, via that link, will need to enter the custom :guilabel:`Session Code` to gain access. + + If the :guilabel:`Session Code` field is empty, a slightly longer, more complicated URL populates + the :guilabel:`Session Link` field. When participants attempt to access the live session via that + link (without a configured :guilabel:`Session Code`), all they have to do is wait for the host of + the live session to begin the survey, and they'd be able to participate. + +Lastly, in the :guilabel:`Live Session` section, there is the option to :guilabel:`Reward quick +answers`. If that option is enabled, participants who submit their answer quickly receive more +points. Description tab -=============== +--------------- -Back on the main survey template page is the :guilabel:`Description` tab, where a custom -description of the survey can be added. This is displayed beneath the title on the survey's -homepage, which is on the front end of the website made through the Odoo :guilabel:`Website` app. +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. -Test and share the survey -========================= +End Message tab +--------------- -Once the survey is created and saved, run a test to check for possible errors before finally -sending it out to the participants by clicking :guilabel:`Test` in the upper left corner of the -survey template page. +In this non-required tab, users can enter a custom message that participants see upon completing the +survey. -When activated, Odoo redirects the page to a test version of the survey on the front end of the -website. This page displays how the survey will look to participants. Proceed to run through the -survey, like a normal participant, to check for errors. +Survey form buttons +=================== -To return to the survey template form in the backend, simply click the :guilabel:`This is a test -survey. Edit Survey` link in the blue banner along the top of the page. Once Odoo redirects the -page to the survey template in the backend, make any further changes, as needed, before officially -sending the survey out to participants. +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. -When the survey is ready to be shared with the audience, click the :guilabel:`Start Survey` button -in the upper-left corner of the survey template form. Then, click :guilabel:`Share`. +.. image:: create/survey-form-buttons.png + :align: center + :alt: The various buttons on a survey form in Odoo Surveys. -In the pop-up window, add the survey recipients in the :guilabel:`Recipients` field (for existing -contacts in the Odoo database) or the :guilabel:`Additional emails` field (for contacts that do not -want to be listed in the Odoo database). Finally, click :guilabel:`Send`. +Those buttons are the following: -As answers are received, check them by clicking the :guilabel:`Answers` smart button on the survey -template form, or the :guilabel:`See Results` button in the upper left corner. To end the survey, -click the :guilabel:`Close` button on the survey template form. +- :guilabel:`Share`: click to reveal a :guilabel:`Share a Survey` pop-up form that can be used to + invite potential participants to the survey — complete with a :guilabel:`Survey Link` that can be + copied and sent to potential participants, and a :guilabel:`Send by Email` toggle switch. + + .. image:: create/share-survey-popup.png + :align: center + :alt: The 'Share a Survey' pop-up window that appears in the Odoo Surveys application. + + When the :guilabel:`Send by Email` toggle is in the 'on' position, indicated by a green switch, + additional fields appear, in which :guilabel:`Recipients` and a :guilabel:`Subject` can be added + to the email. Below that, a dynamic email template, complete with a :guilabel:`Start + Certification` button appears, which can also be modified. + + .. image:: create/share-survey-popup-email-toggle.png + :align: center + :alt: The 'Share a Survey' pop-up window in Odoo Surveys with the Send by Email toggled on. + + Once modifications are complete, click :guilabel:`Send` to send that email invite to all the email + addresses/contacts listed in the :guilabel:`Recipients` field. +- :guilabel:`See results`: this button **only** appears if there has been at least one participant + who has completed the survey. Clicking :guilabel:`See results` reveals a separate tab containing + a visual analysis of the survey questions and responses. For more information, check out the + :doc:`scoring surveys ` documentation. +- :guilabel:`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 :guilabel:`Start` button on the + *Session Manager* window. + + Additionally, when :guilabel:`Create Live Session` has been clicked, and the *Session Manager* tab + has been opened, the :guilabel:`Create Live Session` button on the survey form is replaced with + two new buttons: :guilabel:`Open Session Manager` and :guilabel:`Close Live Session`. + + Clicking :guilabel:`Open Session Manager` opens another separate tab to the *Session Manager*, and + clicking :guilabel:`Close Live Session` closes, and subsequently ends, the live session. +- :guilabel:`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. +- :guilabel:`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. +- :guilabel:`Close`: clicking this button closes the survey (i.e. archives it), which is represented + by a red :guilabel:`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: :guilabel:`Reopen`. 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