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="arch" type="xml">
32 <tree string="Questionnaires">
33 <field name="name" colspan="4"/>
34 <field name="description" colspan="4"/>
35 <field name="questions_ids" colspan="4" nolabel="1"/>
40 <!-- Profiling Questionnaire Form view -->
42 <record model="ir.ui.view" id="view_questionnaire_form">
43 <field name="name">Questionnaires</field>
44 <field name="model">crm_profiling.questionnaire</field>
45 <field name="arch" type="xml">
46 <form string="Questionnaires">
49 <separator string="Questions List" colspan="4"/>
50 <field name="questions_ids" colspan="4" nolabel="1"/>
52 <separator string="Description" colspan="4"/>
53 <field name="description" colspan="4" nolabel="1"/>
58 <!-- Profiling Answer Tree view -->
60 <record model="ir.ui.view" id="view_answer">
61 <field name="name">Answers</field>
62 <field name="model">crm_profiling.answer</field>
63 <field name="arch" type="xml">
64 <tree string="Answers">
65 <field name="question_id"/>
71 <!-- Profiling Answer Form view -->
73 <record model="ir.ui.view" id="view_answer_form">
74 <field name="name">Answers</field>
75 <field name="model">crm_profiling.answer</field>
76 <field name="arch" type="xml">
77 <form string="Answers">
78 <field name="question_id"/>
84 <!-- Profiling Questions Tree view -->
86 <record model="ir.ui.view" id="view_question_tree">
87 <field name="name">Questions</field>
88 <field name="model">crm_profiling.question</field>
89 <field name="arch" type="xml">
90 <tree string="Questions">
91 <field name="name" colspan="4"/>
92 <field name="answers_ids" colspan="4" nolabel="1"/>
97 <!-- Profiling Questions Form view -->
99 <record model="ir.ui.view" id="view_question_form">
100 <field name="name">Questions</field>
101 <field name="model">crm_profiling.question</field>
102 <field name="arch" type="xml">
103 <form string="Questions">
107 <separator string="Avalaible Answers" colspan="4"/>
108 <field name="answers_ids" colspan="4" nolabel="1">
109 <tree string="Answers" editable="bottom">
112 <form string="Answers">
121 <record model="ir.ui.view" id="view_partner_form">
122 <field name="name">res.partner.profile.form</field>
123 <field name="model">res.partner</field>
124 <field name="inherit_id" ref="base.view_partner_form"/>
125 <field name="arch" type="xml">
126 <notebook position="inside">
127 <page string="Profiling" groups="base.group_user">
128 <button string="Use a questionnaire"
129 name="%(action_open_questionnaire)d" type="action" colspan="1"
130 icon="gtk-justify-fill" />
132 <field name="answers_ids" colspan="4" nolabel="1"/>
138 <!-- CRM Segmentation Form view -->
140 <record model="ir.ui.view" id="crm.crm_segmentation-view">
141 <field name="name">crm.segmentation.form</field>
142 <field name="model">crm.segmentation</field>
143 <field name="arch" type="xml">
144 <form string="Partner Segmentation">
146 <page string="Segmentation">
147 <separator string="Segmentation Description" colspan="4"/>
149 <field name="exclusif"/>
151 <field name="categ_id" colspan="2"/>
153 <field name="description" colspan="4"/>
154 <field name="state"/>
155 <group col="3" colspan="2">
156 <button name="process_start"
157 states="not running" string="Compute Segmentation" type="object"
159 <button name="process_stop" states="running"
160 string="Stop Process" type="object" icon="gtk-stop" />
161 <button name="process_continue" states="running"
162 string="Continue Process" type="object" icon="gtk-go-forward" />
165 <page string="Sales Purchase">
166 <field name="sales_purchase_active"/>
167 <separator string="Segmentation Test" colspan="4"/>
168 <field name="segmentation_line" widget="one2many_list" colspan="4"/>
170 <page string="Profiling">
171 <field name="profiling_active" colspan="2"/>
172 <separator string="Profiling Options" colspan="4"/>
173 <field name="parent_id" colspan="2"/><newline/>
174 <separator string="Included Answers :" colspan="2" />
175 <separator string="Excluded Answers :" colspan="2"/>
176 <field name="answer_yes" nolabel="1" colspan="2"/>
177 <field name="answer_no" nolabel="1" colspan="2"/>
184 <!-- CRM Segmentation Tree view -->
186 <record model="ir.ui.view" id="view_partner_crm_segmentation_tree">
187 <field name="name">crm.segmentation.tree</field>
188 <field name="model">crm.segmentation</field>
189 <field name="arch" type="xml">
190 <tree string="Partner Segmentations">
192 <field name="description"/>
193 <field name="categ_id"/>