Purpose: For our internal project management, we would like to track the customer satisfaction on the open projects. We send them an email every one or 2 weeks allowing them to give a feedback by clicking on one of 3 smileys: Happy, Average, Angry. They can also put a additional explanation. We already have something similar which is working on livechat with a unusable reporting, and on issues but unusable. Our project are managed by tasks. Specification: - On the project : Selection fields : (Periodical Rating or Rating on Stage) + Fields to choose the period if periodical - On the stage : email_template_id field. - IF : ---> Periodical : Send an email to all the customers for the tasks on this stage periodically ---> On Stage : Send an email to the customer's tasks when the task reaches the stage - That way, it's impossible to send a satisfaction request both periodically and sequentially. FP request - Who is the customer : The customer on the task OR the customer on the related sales order OR the customer on the projet OR nobody - The last feedback is displayed on the task kanban card (Thumb up, down, or neutral) - On the project kanban card, the customer satisfaction is displayed. This is the simple mean of all the previous ratings.
18 lines
693 B
XML
18 lines
693 B
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<record id="project_config_settings_view_form_inherit_project_issue" model="ir.ui.view">
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<field name="name">project.config.settings.view.form.inherit.project.issue</field>
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<field name="model">project.config.settings</field>
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<field name="inherit_id" ref="project.view_config_settings"/>
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<field name="arch" type="xml">
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<xpath expr="//group[@name='timesheets']" position="after">
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<group string="Helpdesk & Support">
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<field name="module_rating_project_issue" widget="radio"/>
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</group>
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</xpath>
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</field>
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</record>
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</odoo>
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