Adding questionnaires to app projects: Difference between revisions

# 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|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|alt=Tap button to start inspection example: 3. button click rule: fetch for the questionnaire|600px]]

# 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]]

# Edit a form, click '''Add List''' and select '''Inspections''' to add the Inspections tab to the entity form.<br>[[File:34 Fake button 1.png|600px]]

# Select the Inspections tab and set the following properties:<br>Header = Hidden<br>Height = 1<br>[[File:35 Fake button 2.png|600px]]

# Select the Inspections tab and click '''Properties'''. On the '''Associated Views''' tab select the '''Templates''' view and clear all other views, then click '''Edit Filter'''.<br>[[File:36 Fake button 3.png|600px]]  

# In the '''Edit Filter''' window delete all the existing filter conditions (if any) and add a single condition Name Equals [name of your questionnaire template].<br>[[File:37 Fake button 4.png|600px]]

# Synchronize the app and open any appointment record. Tap '''Repair Form''' to start the questionnaire.<br>[[File:38 Fake button 5.png|300px]] [[File:39 Fake button 6.png|300px]]

# In Dynamics, create a new N:N relationship between the entities Questionnaire (resco_questionnaire) and Service Task Type (msdyn_servicetasktype); then save and publish the changes.<br>[[File:48 Related list button 1.png|600px]]

# In the Questionnaire Designer associate each questionnaire template with the corresponding service task type using the '''Associate''' button based on the table above.<br>[[File:49 Related list button 2.png|600px]]

# In the Woodford project, enable the N:N relationship entity created in step 1 and save the changes.<br>[[File:50 Related list button 3.png|600px]]

# In the Woodford project, open the appropriate Work Order Service Task entity associated view. Click '''Buttons''', then click '''New Command''' and configure a new button called Inspection. Save the command and return to the view.<br>[[File:51 Related list button 4.png|600px]]

#  Click '''Button Click''' to open the rule editor. Configure a simple Button Click rule.<br>[[File:52 Related list button 5.png|600px]]

# Configure the following filter in the FetchXML filter window.<br>[[File:53 Related list button 6.png|600px]]

#  Synchronize the app and open any work order with the service tasks associated. Select any service task and tap '''inspection''' to open the questionnaire associated with the corresponding service task type.<br>[[File:54 Related list button 7.png|300px]] [[File:55 Related list button 8.png|300px]]