Questionnaire Designer: Difference between revisions

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* You can configure a custom view displayed in the app to locate the record. Click the View icon in the target entity row and define up to 7 fields that should be displayed in the view.
* You can configure a custom view displayed in the app to locate the record. Click the View icon in the target entity row and define up to 7 fields that should be displayed in the view.


:If this custom view does not exist, the app uses the lookup view for the entity (if any), or simply the default view.
If this custom view does not exist, the app uses the lookup view for the entity (if any), or simply the default view.


:Remember that one questionnaire can be used in different [[app projects]], and each project can have different views. As a result, the same questionnaire template can look differently depending on the app project of the inspector. Set up a view directly in the questionnaire to prevent this from happening.
Remember that one questionnaire can be used in different [[app projects]], and each project can have different views. As a result, the same questionnaire template can look differently depending on the app project of the inspector. Set up a view directly in the questionnaire to prevent this from happening.


* If you enable '''Allow Create New''' in the question properties, users can create a new record from the questionnaire.
[[File:Setting up a lookup question.png|alt=edit view for lookup question type|600px]]


[[File:Setting up a lookup question.png|alt=edit view for lookup question type|600px]]
In the app, users can select the lookup answer from the drop-down list or tap the ellipsis (...) button to open a new lookup dialog (which supports better sorting and filtering). If you enable '''Allow Create New''' in the question properties, users can create a new record from the questionnaire. "Automatic" means users can make the record directly from the drop-down list. "Manual" means that users have to use the lookup dialog.
 
[[File:Lookups-in-questionnaires1.png|300px]] [[File:Lookups-in-questionnaires2.png|300px]]


=== Images ===
=== Images ===

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