02
Creating a Survey
Design your survey with sections and questions.
1
Create a survey
Surveys
▸
NEW
Click New to create a survey. Give it a title and configure the options.
Survey options
Survey Title
*
Shown to respondents at the top of the survey.
Access Mode
*
Anyone with the link: public. Invited users only: require login. Employees only: Odoo users only.
Login Required
Require respondents to be logged in — prevents duplicate submissions.
Limit Attempts
Allow only one submission per respondent.
Time Limit
Set a maximum completion time — useful for timed quizzes.
Scoring
For quizzes: set correct answers and point values. Award a certificate for passing score.
2
Add questions
Add questions under the Questions tab. Each question has a type: Multiple Choice (radio buttons), Checkboxes (tick multiple), Text Input (short or long answer), Numerical Value, Date, Matrix (rate multiple items on the same scale), or File Upload. Organise questions into sections for multi-page surveys. Mark questions as Required to prevent skipping.
Conditional questions
Use Conditional Display to show or hide questions based on previous answers. Example: if the respondent selects "No" to "Are you satisfied?", show a follow-up question "What could we improve?". This keeps surveys concise for happy respondents while capturing detail from unhappy ones.