survey_custom_certificate_template/docs/TEMPLATE_DELETION_GUIDE.md

Template Deletion Guide

Quick Reference: Deleting Custom Certificate Templates

Overview

This guide explains how to delete custom certificate templates from surveys and revert to default template options.

When to Delete a Template

You might want to delete a custom certificate template when:

• You no longer need custom certificates for a survey
• You want to switch back to Odoo's default certificate templates
• You need to start fresh with a new template design
• The template is outdated or incorrect

How to Delete a Template

Step-by-Step Instructions

1. Navigate to Survey

   • Go to Surveys app
   • Open the survey with the custom certificate template

2. Locate Delete Button

   • Scroll to the "Certification" section
   • Find the "Delete Custom Certificate" button
   • The button appears only when:
     • Certification Report Layout = "Custom Template"
     • A custom template is configured

3. Delete Template

   • Click "Delete Custom Certificate" button
   • Confirm deletion in the dialog box
   • Wait for success notification

4. Verify Deletion

   • Custom certificate fields are cleared
   • Certification Report Layout is reset
   • You can now select default templates

What Gets Deleted

When you delete a custom certificate template, the following data is removed:

Cleared Fields

• ✓ Custom certificate template file (DOCX)
• ✓ Template filename
• ✓ Placeholder mappings (JSON)
• ✓ Custom certificate flag
• ✓ Certification report layout selection

Preserved Data

• ✓ Survey configuration
• ✓ Survey questions and answers
• ✓ Participant responses
• ✓ Previously generated certificates (as attachments)

Important Notes

Confirmation Required

• Deletion requires confirmation
• Action cannot be undone
• Previously generated certificates remain available

Survey-Specific

• Deleting a template from one survey doesn't affect other surveys
• Each survey maintains its own custom template independently

Default Reversion

• After deletion, certification_report_layout is reset to "no selection"
• You can then choose from Odoo's default certificate templates
• Or upload a new custom template

Error Scenarios

No Template to Delete

Error: "No custom certificate template to delete."

Cause: Survey doesn't have a custom certificate configured

Solution: Verify the survey has a custom template before attempting deletion

Button Not Visible

Cause: One of the following conditions:

• Certification Report Layout is not set to "Custom Template"
• No custom template is configured (has_custom_certificate = False)

Solution: Check survey configuration and ensure custom template exists

After Deletion

Next Steps

After deleting a custom certificate template, you can:

1. Use Default Templates

   • Select from Odoo's built-in certificate templates
   • Configure using standard Odoo options

2. Upload New Template

   • Click "Upload Custom Certificate" button
   • Follow the template configuration wizard
   • Configure new placeholder mappings

3. Disable Certification

   • Leave certification_report_layout empty
   • Survey will not generate certificates

Technical Details

Database Changes

# Fields set to False after deletion
{
    'custom_cert_template': False,
    'custom_cert_template_filename': False,
    'custom_cert_mappings': False,
    'has_custom_certificate': False,
    'certification_report_layout': False,
}

Logging

Deletion actions are logged with:

• Survey ID
• Timestamp
• Action type (deletion)

Notification

Success notification displays:

• Title: "Template Deleted"
• Message: "Custom certificate template has been deleted successfully."
• Type: Success (green)

Best Practices

Before Deletion

1. Backup Template: Download the template file if you might need it later
2. Document Mappings: Note the placeholder mappings for reference
3. Check Dependencies: Verify no active processes depend on the template
4. Inform Users: Notify stakeholders about the change

After Deletion

1. Verify State: Confirm all custom certificate fields are cleared
2. Test Workflow: Ensure survey still functions correctly
3. Update Documentation: Update any documentation referencing the custom template
4. Monitor: Check that certificate generation works with new settings

Troubleshooting

Problem: Delete button not working

Solution:

1. Check browser console for errors
2. Verify user has appropriate permissions
3. Refresh the page and try again
4. Check Odoo logs for error messages

Problem: Template still appears after deletion

Solution:

1. Refresh the browser page
2. Clear browser cache
3. Check database directly to verify deletion
4. Contact system administrator

Problem: Cannot select default templates after deletion

Solution:

1. Verify certification_report_layout field is cleared
2. Check if default templates are available in your Odoo installation
3. Restart Odoo server if necessary

Support

For additional help:

• Check Odoo logs: /var/log/odoo/odoo.log
• Review module documentation
• Contact system administrator
• Refer to Odoo Survey documentation

Related Documentation

• Template Update Guide
• Custom Certificate Configuration
• Multi-Survey Template Management