5 <record model="ir.actions.act_window" id="open_questionnaires">
6 <field name="name">Questionnaires</field>
7 <field name="res_model">crm_profiling.questionnaire</field>
8 <field name="view_type">form</field>
9 <field name="view_mode">tree,form</field>
10 <field name="help">You can create specific topic-related questionnaires to guide your team(s) in the sales cycle by helping them to ask the right questions. The segmentation tool allows you to automatically assign a partner to a category according to his answers to the different questionnaires.</field>
13 <menuitem parent="base.menu_base_config" id="menu_segm_questionnaire"
14 action="open_questionnaires" sequence="1"/>
16 <record model="ir.actions.act_window" id="open_questions">
17 <field name="name">Questions</field>
18 <field name="res_model">crm_profiling.question</field>
19 <field name="view_type">form</field>
20 <field name="view_mode">tree,form</field>
23 <menuitem parent="base.menu_base_config" id="menu_segm_answer"
24 action="open_questions" sequence="37" groups="base.group_no_one"/>
26 <!-- Profiling Questionnaire Tree view -->
28 <record model="ir.ui.view" id="view_questionnaire_tree">
29 <field name="name">Questionnaires</field>
30 <field name="model">crm_profiling.questionnaire</field>
31 <field name="type">tree</field>
32 <field name="arch" type="xml">
33 <tree string="Questionnaires">
34 <field name="name" colspan="4"/>
35 <field name="description" colspan="4"/>
36 <field name="questions_ids" colspan="4" nolabel="1"/>
41 <!-- Profiling Questionnaire Form view -->
43 <record model="ir.ui.view" id="view_questionnaire_form">
44 <field name="name">Questionnaires</field>
45 <field name="model">crm_profiling.questionnaire</field>
46 <field name="type">form</field>
47 <field name="arch" type="xml">
48 <form string="Questionnaires">
51 <separator string="Questions List" colspan="4"/>
52 <field name="questions_ids" colspan="4" nolabel="1"/>
54 <separator string="Description" colspan="4"/>
55 <field name="description" colspan="4" nolabel="1"/>
60 <!-- Profiling Answer Tree view -->
62 <record model="ir.ui.view" id="view_answer">
63 <field name="name">Answers</field>
64 <field name="model">crm_profiling.answer</field>
65 <field name="type">tree</field>
66 <field name="arch" type="xml">
67 <tree string="Answers">
68 <field name="question_id"/>
74 <!-- Profiling Answer Form view -->
76 <record model="ir.ui.view" id="view_answer_form">
77 <field name="name">Answers</field>
78 <field name="model">crm_profiling.answer</field>
79 <field name="type">form</field>
80 <field name="arch" type="xml">
81 <form string="Answers">
82 <field name="question_id"/>
88 <!-- Profiling Questions Tree view -->
90 <record model="ir.ui.view" id="view_question_tree">
91 <field name="name">Questions</field>
92 <field name="model">crm_profiling.question</field>
93 <field name="type">tree</field>
94 <field name="arch" type="xml">
95 <tree string="Questions">
96 <field name="name" colspan="4"/>
97 <field name="answers_ids" colspan="4" nolabel="1"/>
102 <!-- Profiling Questions Form view -->
104 <record model="ir.ui.view" id="view_question_form">
105 <field name="name">Questions</field>
106 <field name="model">crm_profiling.question</field>
107 <field name="type">form</field>
108 <field name="arch" type="xml">
109 <form string="Questions">
113 <separator string="Avalaible Answers" colspan="4"/>
114 <field name="answers_ids" colspan="4" nolabel="1">
115 <tree string="Answers" editable="bottom">
118 <form string="Answers">
127 <record model="ir.ui.view" id="view_partner_form">
128 <field name="name">res.partner.profile.form</field>
129 <field name="model">res.partner</field>
130 <field name="type">form</field>
131 <field name="inherit_id" ref="base.view_partner_form"/>
132 <field name="arch" type="xml">
133 <notebook position="inside">
134 <page string="Profiling">
135 <button string="Use a questionnaire"
136 name="%(action_open_questionnaire)d" type="action" colspan="1"
137 icon="gtk-justify-fill" />
139 <field name="answers_ids" colspan="4" nolabel="1"/>
145 <!-- CRM Segmentation Form view -->
147 <record model="ir.ui.view" id="crm.crm_segmentation-view">
148 <field name="name">crm.segmentation.form</field>
149 <field name="model">crm.segmentation</field>
150 <field name="type">form</field>
151 <field name="arch" type="xml">
152 <form string="Partner Segmentation">
154 <page string="Segmentation">
155 <separator string="Segmentation Description" colspan="4"/>
157 <field name="exclusif"/>
159 <field name="categ_id" colspan="2"/>
161 <field name="description" colspan="4"/>
162 <field name="state"/>
163 <group col="3" colspan="2">
164 <button name="process_start"
165 states="not running" string="Compute Segmentation" type="object"
167 <button name="process_stop" states="running"
168 string="Stop Process" type="object" icon="gtk-stop" />
169 <button name="process_continue" states="running"
170 string="Continue Process" type="object" icon="gtk-go-forward" />
173 <page string="Sales Purchase">
174 <field name="sales_purchase_active"/>
175 <separator string="Segmentation Test" colspan="4"/>
176 <field name="segmentation_line" widget="one2many_list" colspan="4"/>
178 <page string="Profiling">
179 <field name="profiling_active" colspan="2"/>
180 <separator string="Profiling Options" colspan="4"/>
181 <field name="parent_id" colspan="2"/><newline/>
182 <separator string="Included Answers :" colspan="2" />
183 <separator string="Excluded Answers :" colspan="2"/>
184 <field name="answer_yes" nolabel="1" colspan="2"/>
185 <field name="answer_no" nolabel="1" colspan="2"/>
192 <!-- CRM Segmentation Tree view -->
194 <record model="ir.ui.view" id="view_partner_crm_segmentation_tree">
195 <field name="name">crm.segmentation.tree</field>
196 <field name="model">crm.segmentation</field>
197 <field name="type">tree</field>
198 <field name="arch" type="xml">
199 <tree string="Partner Segmentations">
201 <field name="description"/>
202 <field name="categ_id"/>