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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 10:23, 16 July 2021
, 16 July 2021→From the entity form via related tab formatted as a button
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# 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|300px]] [[File:33 Custom button 5.png|300px]] | ||
== | == Add to form via related tab formatted as a button == | ||
Another option for adding inspections to a form is to configure a "fake" button that opens a specific questionnaire by formatting the related tab on the entity form. | |||
In this example, we create a fake button called "Repair Form" on the Appointment entity form that opens the "Repair Form" questionnaire template. | |||
# Edit an app project in Woodford. | |||
# Select the '''Appointment''' entity from the '''Project''' menu and click '''Show UI''' to display the list of mobile views, forms, and charts. | |||
# 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]] | |||
# Save all changes and publish the app project. | |||
# 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]] | |||
== Add to form via a related tab button == | |||
This approach can be used in more complex scenarios, such as Field Service, where each questionnaire is associated with a specific type of record. | |||
Example: In Dynamics for Field Service a work order form displays a list of associated service tasks; each service task has a certain task type. We will add a button called Inspection to the service task associated view; by pressing this button on the selected service task the questionnaire template associated with a corresponding service task type (see the table below) will automatically open. | |||
{| class="wikitable" | |||
! Service task type || Questionnaire template | |||
|- | |||
| Customer satisfaction || Satisfaction survey | |||
|- | |||
| Perform repair || Repair form | |||
|- | |||
| Standard inspection || Inspection checklist | |||
|} | |||
High-level steps: | |||
* Create a new N:N relationship in Dynamics. | |||
* Associate the questionnaires with the service task types in Questionnaire Designer. | |||
* Enable the new N:N relationship’s entity in Woodford. | |||
* Add a new button to the associated view in Woodford. | |||
* Configure Button Click rule in Woodford. | |||
Detailed steps: | |||
# 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]] | |||
# Save all the changes and publish the project. | |||
# 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]] | |||
== Create separate views for questionnaire templates and answered questionnaires == | == Create separate views for questionnaire templates and answered questionnaires == | ||