$ 55.02
| Required Apps |
•
Surveys (survey)
• Discuss (mail) • CRM (crm) • Invoicing (account) • Project (project) • Sales (sale_management) • Website (website) • Calendar (calendar) • Contacts (contacts) • Employees (hr) |
| Community Apps Dependencies |
website_helpdesk_support_ticket
|
| Technical Name |
helpdesk_canned_forms
|
| License | OPL-1 |
| Technical Name |
helpdesk_canned_forms
|
| License | OPL-1 |
Introduction
The Helpdesk Canned Forms module streamlines support interactions by allowing helpdesk agents to select predefined form or survey templates that can be attached to tickets. These forms guide clients through structured data input, ensuring consistency in information capture and improving support efficiency across teams.
Key Features
Provides predefined form or survey templates that agents can attach to helpdesk tickets for structured customer input.
Enables consistent information gathering by directing users through standardized question flows.
Seamlessly integrates with Odoo’s Helpdesk ticket model, triggering forms within existing workflows.
Designed for quick deployment—agents can apply canned forms with minimal configuration.
Supports multi-step surveys or forms, ideal for scenarios requiring detailed input.
Enhances ticket context by embedding customer responses directly into helpdesk records.
Benefits
Ensures uniform data collection across customer interactions.
Improves ticket handling speed through structured and guided input.
Reduces follow-up questions by capturing complete information upfront.
Enhances collaboration between agents with richer, context-driven ticket information.
Supports knowledge sharing through consistent support documentation.
Helps enforce service quality standards across teams.
Adapts easily to various support scenarios via configurable form templates.
Minimizes manual content creation by using reusable form structures.
Streamlines customer onboarding into support processes.
Scales with growing support needs without adding complexity.
Compatibility & Technical Details
Required Modules: Survey (survey), Discuss (mail), CRM (crm), Invoicing (account), Project (project), Sales (sale_management), Website (website), Calendar (calendar), Contacts (contacts), Employees (hr)
License: OPL-1 (Odoo Proprietary License v1.0)
Technical Name: helpdesk_canned_forms
Installation Steps:
Place the module in your Odoo addons directory.
Update the Apps list via the Odoo Apps interface.
Install Helpdesk Canned Forms.
Create or configure survey/form templates and attach them to helpdesk tickets as needed.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.