=============================
Survey Partner Representative
=============================
..
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsurvey-lightgray.png?logo=github
:target: https://github.com/OCA/survey/tree/15.0/survey_partner_representative
:alt: OCA/survey
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:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/survey&target_branch=15.0
:alt: Try me on Runboat
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Do surveys on behalf of others.
**Table of contents**
.. contents::
:local:
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 <https://github.com/OCA/survey/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 <https://github.com/OCA/survey/issues/new?body=module:%20survey_partner_representative%0Aversion:%2015.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Do not contact contributors directly about support or help with technical issues.
Credits
=======
Authors
-------
* Tecnativa
Contributors
------------
- `Tecnativa <https://www.tecnativa.com>`__
- David Vidal
Maintainers
-----------
This module is maintained by the OCA.
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
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.
.. |maintainer-chienandalu| image:: https://github.com/chienandalu.png?size=40px
:target: https://github.com/chienandalu
:alt: chienandalu
Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-chienandalu|
This module is part of the `OCA/survey <https://github.com/OCA/survey/tree/15.0/survey_partner_representative>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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"description": "=============================\nSurvey Partner Representative\n=============================\n\n.. \n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! This file is generated by oca-gen-addon-readme !!\n !! changes will be overwritten. !!\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! source digest: sha256:32924103c7ee99139f60cb1d89ae02a2085ced8d944a379da91f5d3a2426cf11\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n\n.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png\n :target: https://odoo-community.org/page/development-status\n :alt: Beta\n.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png\n :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html\n :alt: License: AGPL-3\n.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsurvey-lightgray.png?logo=github\n :target: https://github.com/OCA/survey/tree/15.0/survey_partner_representative\n :alt: OCA/survey\n.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png\n :target: https://translation.odoo-community.org/projects/survey-15-0/survey-15-0-survey_partner_representative\n :alt: Translate me on Weblate\n.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png\n :target: https://runboat.odoo-community.org/builds?repo=OCA/survey&target_branch=15.0\n :alt: Try me on Runboat\n\n|badge1| |badge2| |badge3| |badge4| |badge5|\n\nDo surveys on behalf of others.\n\n**Table of contents**\n\n.. contents::\n :local:\n\nUse Cases / Context\n===================\n\nWhen we have the modules ``survey_contact_generation``,\n``survey_sale_generation`` or ``survey_crm_generation`` a salesman or a\nportal users could want to act as a representative of another using the\nsurveys that generate those documents as an entry point.\n\nConfiguration\n=============\n\nUsers that can make surveys on behalf of others need to have the\n*Representative on surveys* special permission.\n\nIf you want to allow that a survey is filled on behalf of others by the\nauthorized users:\n\n1. Go to *Surveys > Surveys* and choose the survey you want to\n configure.\n2. Go to the *Options* tab and in the *Candidates* section set the\n *Allow Partner Representing* option on.\n\nUsage\n=====\n\nA user acting on behalf of other can start a new survey from the share\nlink:\n\n- On the survey backend form, click on *Share* and copy the survey URL.\n- Paste it in your browser and fill the survey with needed data.\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues <https://github.com/OCA/survey/issues>`_.\nIn case of trouble, please check there if your issue has already been reported.\nIf you spotted it first, help us to smash it by providing a detailed and welcomed\n`feedback <https://github.com/OCA/survey/issues/new?body=module:%20survey_partner_representative%0Aversion:%2015.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.\n\nDo not contact contributors directly about support or help with technical issues.\n\nCredits\n=======\n\nAuthors\n-------\n\n* Tecnativa\n\nContributors\n------------\n\n- `Tecnativa <https://www.tecnativa.com>`__\n\n - David Vidal\n\nMaintainers\n-----------\n\nThis module is maintained by the OCA.\n\n.. image:: https://odoo-community.org/logo.png\n :alt: Odoo Community Association\n :target: https://odoo-community.org\n\nOCA, or the Odoo Community Association, is a nonprofit organization whose\nmission is to support the collaborative development of Odoo features and\npromote its widespread use.\n\n.. |maintainer-chienandalu| image:: https://github.com/chienandalu.png?size=40px\n :target: https://github.com/chienandalu\n :alt: chienandalu\n\nCurrent `maintainer <https://odoo-community.org/page/maintainer-role>`__:\n\n|maintainer-chienandalu| \n\nThis module is part of the `OCA/survey <https://github.com/OCA/survey/tree/15.0/survey_partner_representative>`_ project on GitHub.\n\nYou are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.\n\n\n",
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