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Resco Inspections on Dynamics 365: Difference between revisions
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→Result Viewer on the entity form
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See [[Results Viewer]] for more information. | See [[Results Viewer]] for more information. | ||
=== Result Viewer on | === Result Viewer on entity form === | ||
Since the Result Viewer component is a Dynamics web resource developed by Resco and included in the Woodford managed solution, it can be easily placed on any entity form in Dynamics 365/CRM and configured to display the completed questionnaires associated with the specific record. | Since the Result Viewer component is a Dynamics web resource developed by Resco and included in the Woodford managed solution, it can be easily placed on any entity form in Dynamics 365/CRM and configured to display the completed questionnaires associated with the specific record. | ||
See '''[[Results_Viewer#Adding_completed_questionnaires_to_Dynamics_entity_forms|Adding completed questionnaires to Dynamics entity forms]]''' for instructions. | See '''[[Results_Viewer#Adding_completed_questionnaires_to_Dynamics_entity_forms|Adding completed questionnaires to Dynamics entity forms]]''' for instructions. | ||
=== Questionnaire Player on entity form === | |||
Questionnaire Player is another Resco-built web resource that can be placed on the Questionnaire entity form in Dynamics. When configured properly, it displays the answered questionnaire the same way as the Resco mobile app and even allows the back-office user to modify the in-progress questionnaire. | |||
Detailed steps: | |||
# In Dynamics 365/CRM go to Settings > Customizations > Customize the System > Entities > Questionnaire > Forms > open the entity form where you want to insert the Questionnaire Player. | |||
# Go to the '''INSERT''' tab and add new one-column tab to the form. Change its label to Questionnaire Player. | |||
# Select the newly created Questionnaire Player tab and add a web resource <code>resco_MobileCRM/WebClient/index.html</code>. Enter the name and the label. | |||
# Add a custom parameter <code>qplayer=1</code> check '''Pass record object-type code and unique identifier as parameters'''. | |||
# Optionally, switch to the '''Formatting''' tab and change the '''Number of Rows''' to 20. Save and publish the changes. | |||
[[File:46 Questionnaire Player 1.png|600px]] | |||
In Dynamics 365/CRM open any in-progress questionnaire -> switch to the Questionnaire Player tab to review and update the answered incomplete questionnaire: | |||
[[File:47 Questionnaire Player 2.png|600px]] | |||