BIM 2.0Odoo 19

Process manual

Search for what you want to do and follow the steps. Each process shows where it is in the menu, what you need first and which mistakes to avoid.

The life of a project

Customer Surveys

How do I create the questions of a survey?Each question is scored from 1 to the value you choose, or answered Yes / No.

Where BIM › Documentation › Customer Evaluation › Customer Question

How do I create the questions of a survey?

Steps

  1. Go to BIM › Documentation › Customer Evaluation › Customer Question and click New.
  2. Write the question in Name (for example, "How do you rate the cleanliness of the site?").
  3. In Long enter the maximum score: with 5 the customer will choose between 1, 2, 3, 4 and 5.
  4. For a Yes / No question set Long = 1: the customer will see "Yes" and "No" (Yes counts 1, No counts 0).
  5. Save. The same question can be used in as many templates as you like.
Site note

Use the same scale for questions you are going to compare: adding a 5 out of 5 and a 1 out of 1 confuses the results.

Documented version: BIM 2.0 (base_bim_2 19.0.19.04.2026) · Odoo 19