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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 09:50, 16 July 2021
, 16 July 2021→Add to form
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# 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|600px]]<br>[[File:27 Entity form Inspections 2.png|600px]] | ||
== Add to form with a custom button == | |||
You can add a custom button to the entity form and configure it to open the specific questionnaire template. | |||
In this example, we add a custom button called “Satisfaction Survey” to the Account entity form. Tapping that button opens the Satisfaction Survey questionnaire template. | |||
# 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. | |||
# Edit a form and click '''Add Button''' to add a button with the following settings:<br>[[File:29 Custom button 1.png|600px]] | |||
# Click '''Button Click''' and set up the following rule:<br>[[File:30 Custom button 2.png|600px]] | |||
# Click (FetchXML) to configure the filter that points to the Satisfaction Survey questionnaire template.<br>[[File:31 Custom button 3.png|600px]] | |||
# 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]] | |||
== From the entity form via related tab formatted as a button == | |||
TBD | |||
== Create separate views for questionnaire templates and answered questionnaires == | == Create separate views for questionnaire templates and answered questionnaires == | ||