Odoo Form Builder Guide: Create, Embed and Connect Custom Forms

Setup: Install & Enable the Module

Install the addon, update the Apps list, enable access rights, and confirm menus are visible.

Quick Start: Build Your First Form

Create a form, add fields, set target model, publish, and test.

Publish, Preview & Duplicate a Form

Preview safely, publish/unpublish anytime, and duplicate for new campaigns.

Design Your Form: Layout & Fields

Choose a layout, theme, header style, and add field options and help text.

Branding & Background Styling

Add your logo, set colors, choose backgrounds, and use custom CSS when needed.

Form Behavior & Messages

Control progress bar, submit button text, and success/error messages.

Field Validation Rules

Set required fields, length limits, number ranges, and format rules.

File Uploads

Allow documents and images, limit file types/sizes, and view attachments in Odoo.

Smart Logic: Show or Hide Fields

Make forms shorter by showing only relevant questions.

Connect to Odoo: Map Fields

Map answers to Odoo fields safely with compatibility checks.

Embed on Your Website (JS/iFrame)

Copy and paste a snippet — works on any CMS or custom site.

After Submit: What Happens in Odoo

Understand when submissions create Odoo records (and when they don’t).

Manage Form Submissions

View submissions, process into Odoo records, export to CSV.

Email Notifications

Send admin alerts and user confirmations using templates.

Public Access Controls (Admin)

Enable/disable public viewing, restrict tokens, and hide public pages when needed.

Security & Spam Protection

Use reCAPTCHA, tokens, rate limits, and access rules.

Analytics & Reports

Track views, submissions, conversion rate, and export data.

Admin Settings

Control global options: web access, embedding, analytics, debug, and more.

Roles & Permissions

Decide who can build forms, delete records, and manage global settings.

Troubleshooting & FAQ

Fix common issues with embedding, mappings, emails, and access.