Resco Forms+
| Power Platform |
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Resco Forms+ is a managed solution that showcases Resco's digital forms (inspections, questionnaires) on the Power Platform, from form design to data collection.
What is in the package
The Forms+ solution contains two preconfigured model-driven apps integrating the functionality of Resco's digital forms (Inspections).
- Forms+ Manager app designed for users who design digital forms.
- Forms+ User app designed for regular users who fill in the forms.
How to install Forms+
Getting the solution files
- Go to the product page and start a free trial.
- Download the Forms+ zip file.
- Extract the zip file to get two managed solution files:
- Resco Forms+
- Resco Suite (Woodford)
Installing Resco Suite
Forms+ requires Resco Suite (Woodford) managed solution as a prerequisite. You can skip this step if you already have an environment with Resco Suite installed.
- Log in to https://make.powerapps.com with your Power Platform/Dataverse/Dynamics account.
- Select the environment where you want to install Woodford. You must have admin rights in that environment.
- Select Solutions to display a list of solutions on your environment.
- Click Import solution and choose the downloaded solution file, then click Next.
- Power Apps verifies the package. Click Import and wait until the installation is complete.
- Publish all customizations to conclude the installation.
Installing Resco Forms+
- Log in to https://make.powerapps.com with your Power Platform/Dataverse/Dynamics account.
- Select an environment where Resco Suite is available. You must have admin rights in that environment.
- Select Solutions to display a list of solutions on your environment.
- Click Import solution and choose the downloaded solution file, then click Next.
- Power Apps verifies the package. Click Import and wait until the installation is complete.
- Publish all customizations to conclude the installation.
| Note | At this point, you can start the newly installed Forms+ Manager app and follow the instructions on the Get Started page, or you can continue with the instructions in this article. |
Publish a project in Woodford
- On the list of published apps in your organization, find Resco Suite and start it.
- Start Woodford.
- Click New to start the New Project Wizard.
- On the first page, select Inspector from the template gallery and click Next.
- On the second page, select the "Default" app or create it, then click Next.
- On the third page, enter a name like "App project". Select a role matching your Dataverse role, such as "System Administrator". Click Create.
- Double-click the new project and click Publish.
- Wait until the project is published. You can close Woodford.
(Optional) Install sample form
If you want to experiment with digital forms (questionnaires), it makes sense to have at least one such form available. You can either import a sample form template or create it from scratch.
- On the list of published apps in your organization, find Resco Forms+ Manager and start it.
- Select Design Forms from the menu to start Questionnaire Designer.
- Click Sample Templates on the toolbar.
- Select the templates you want to import, then click OK.
- Select the imported template, then click Activate or Publish.
(Optional) Install sample Dataverse data
If your current environment/organization does not include data, consider adding sample data for demonstration/training purposes. See Power Platform documentation for this subject.
Forms+ Manager app
This model-driven app aims to provide options to design forms via the embedded Resco designer tool. Also, it allows you to fill in the forms (questionnaires) or finalize them after your employees save them. Finally, you can easily view and export completed forms via a dedicated tool.
- Get Started: The home page serves as an introduction to the app.
- Answered Forms: List of questionnaires that have been answered (filled).
- Form Templates: Templates are blank forms ready to be answered.
- Accounts: The classic Dataverse table. Forms can be associated with table records and listed on table form.
- Design Forms: Use the Questionnaire Designer for creating, editing, and managing form templates.
- Export Results: Quickly access and export results from your forms.
Forms+ User app
This model-driven app offers a subset of functions in the manager app. It is used to fill in and view Resco questionnaires (forms).
- Get Started: The home page serves as an introduction to the app.
- Answered Forms: List of questionnaires that have been answered (filled).
- Form Templates: Templates are blank forms ready to be answered.
- Accounts: The classic Dataverse table. Forms can be associated with table records and listed on table form.
What's next
- Read more about the questionnaire list, form, and player.
- If you want to create your own model-driven app or Power Page with Resco forms (questionnaires), see Inspections on Power Platform.
- To learn about designing form templates, see Questionnaire Designer.
- Check the product webpage: https://www.resco.net/power-platform/forms/
| Note | You don't need Forms+ installed in your environment to make custom apps with Resco forms. Resco Suite (Woodford) contains all the necessary building blocks for that. |