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Revision as of 10:48, 10 July 2019

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moving content that applies to Inspections feature used with Resco Mobile CRM
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(moving content that applies to Inspections feature used with Resco Mobile CRM)
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It is also possible to manage permissions by assigning ownership of Questionnaires to teams in the CRM backend.
It is also possible to manage permissions by assigning ownership of Questionnaires to teams in the CRM backend.
== Configuring in Woodford ==
To configure inspections in [[Woodford]], you need Woodford 10.2 or later.
# Edit an [[App projects|app project]].
# Select '''Inspections''' in the '''Project''' menu.
# Check '''Enable Inspections''' and click '''Save'''.
# You can integrate Inspections with your project in a few clicks:
#* To add Inspections to your Home screen, click '''Add to Home'''.
#* To add Inspections to a Form, click '''Add to Form'''.
#* To install a pre-configured automatic report, click '''Install Report'''.
The one-click integration into app projects wasn't originally included. The bindings had to be created manually. If you want to create your integration from scratch, if you are looking for inspiration how to customize the display within the app, see [[Adding questionnaires to app projects]].
== Mobile application ==
To see it in the application, use the Resco Mobile CRM app, version 10.2.1 or higher.
After opening Questionnaires in the application, a list of questionnaires (including templates and completed questionnaires) is visible. To show a more clear-cut summary, see how to create separate views for templates and for completed questionnaires.
Once the questionnaire is filled and saved, copy of the initial template is created with all the answers and stored as a separate questionnaire. Users don’t make changes on the original questionnaire, since it is used as a template for future inquiries.
It is not possible to have two questionnaires opened at once – the user can work with one questionnaire at a time. To fill out another questionnaire, the user must save and close the questionnaire or discard changes and close it.


[[Category:Resco Inspections]]
[[Category:Resco Inspections]]
Retrieved from "https://docs.resco.net/wiki/Special:MobileDiff/216"

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