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Adding questionnaires to app projects: Difference between revisions
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Adding questionnaires to app projects (view source)
Revision as of 11:12, 14 November 2023
, 14 November 2023no edit summary
Marek Rodak (talk | contribs) No edit summary |
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# Edit an [[App projects|app project]]. | # Edit an [[App projects|app project]]. | ||
# Select '''Inspections''' in the '''Project''' menu. | # Select '''Inspections''' in the '''Project''' menu. | ||
# Click '''Add to Home'''.<br>[[File:25 Add to Home.png|600px]] | # Click '''Add to Home'''.<br>[[File:25 Add to Home.png|alt=add inspections to home screen menu|600px]] | ||
# Save everything and publish the app project. | # Save everything and publish the app project. | ||
# The home screen menu in the app now includes inspections.<br>[[File:24 Home form templates.png|600px]] | # The home screen menu in the app now includes inspections.<br>[[File:24 Home form templates.png|alt=inspections on the home screen menu|600px]] | ||
== Add to form == | == Add to form == | ||
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# Edit an [[App projects|app project]]. | # Edit an [[App projects|app project]]. | ||
# Select '''Inspections''' in the '''Project''' menu. | # Select '''Inspections''' in the '''Project''' menu. | ||
# Click '''Add to Form''', then select an entity and click '''OK'''.<br>[[File:28 Add to Form.png|600px]] | # Click '''Add to Form''', then select an entity and click '''OK'''.<br>[[File:28 Add to Form.png|alt=add inspections to the form|600px]] | ||
# Save everything and publish the app project. | # Save everything and publish the app project. | ||
# The form of the entity in the app now includes an inspections tab.<br>[[File:26 Entity form Inspections 1.png|600px]]<br>[[File:27 Entity form Inspections 2.png|600px]] | # The form of the entity in the app now includes an inspections tab.<br>[[File:26 Entity form Inspections 1.png|alt=inspections on the task form|600px]]<br>[[File:27 Entity form Inspections 2.png|alt=inspection started from form|600px]] | ||
== Add to form with a custom button == | == Add to form with a custom button == | ||
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# Edit an app project in Woodford. | # Edit an app project in Woodford. | ||
# Select the '''Account''' entity from the '''Project''' menu and click '''Show UI''' to display the list of mobile views, forms, and charts. | # Select the '''Account''' entity from the '''Project''' menu and click '''Show UI''' to display the list of mobile views, forms, and charts. | ||
# Edit a form and click '''Add Button''' to add a button with the following settings:<br>[[File:29 Custom button 1.png|600px]] | # Edit a form and click '''Add Button''' to add a button with the following settings:<br>[[File:29 Custom button 1.png|alt=Tap button to start inspection example: 1. add custom button|600px]] | ||
# Click '''Button Click''' and set up the following rule:<br>[[File:30 Custom button 2.png|600px]] | # Click '''Button Click''' and set up the following rule:<br>[[File:30 Custom button 2.png|alt=Tap button to start inspection example: 2. button click rule|600px]] | ||
# Click (FetchXML) to configure the filter that points to the Satisfaction Survey questionnaire template.<br>[[File:31 Custom button 3.png|600px]] | # Click (FetchXML) to configure the filter that points to the Satisfaction Survey questionnaire template.<br>[[File:31 Custom button 3.png|alt=Tap button to start inspection example: 3. button click rule: fetch for the questionnaire|600px]] | ||
# Save everything and publish the app project. | # Save everything and publish the app project. | ||
# Synchronize the app and open any account record. Tap '''Satisfaction Survey''' to start the questionnaire.<br>[[File:32 Custom button 4.png|300px]] [[File:33 Custom button 5.png|300px]] | # Synchronize the app and open any account record. Tap '''Satisfaction Survey''' to start the questionnaire.<br>[[File:32 Custom button 4.png|alt=Tap button to start inspection example: 4.click the button on the form|300px]] [[File:33 Custom button 5.png|alt=Tap button to start inspection example: 5.inspection is started|300px]] | ||
== Add to form via related tab formatted as a button == | == Add to form via related tab formatted as a button == | ||