Use Cases / Context

When we have the modules survey_contact_generation, survey_sale_generation or survey_crm_generation a salesman or a portal users could want to act as a representative of another using the surveys that generate those documents as an entry point.

Configuration

Users that can make surveys on behalf of others need to have the Representative on surveys special permission.

If you want to allow that a survey is filled on behalf of others by the authorized users:

1. Go to Surveys > Surveys and choose the survey you want to configure.
2. Go to the Options tab and in the Candidates section set the Allow Partner Representing option on.

Usage

A user acting on behalf of other can start a new survey from the share link:

• On the survey backend form, click on Share and copy the survey URL.
• Paste it in your browser and fill the survey with needed data.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Maintainers

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

This module is part of the OCA/survey project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.