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Resco Inspections on Dynamics 365: Difference between revisions
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Resco Inspections on Dynamics 365 (view source)
Revision as of 13:02, 8 September 2022
, 8 September 2022→Questionnaire Player on entity form: preparing some stuff for later
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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 list, form, and player === | |||
The questionnaire is a custom entity that holds questionnaire data. By installing Woodford, you also install a customized list and form for the questionnaire entity and the Questionnaire Player. | |||
Go to the Inspections section and open the list of questionnaires. | |||
[[File:List of questionnaires on dynamics.png|600px]] | |||
The '''questionnaire list''' allows you to browse questionnaire templates, snippets, and answered questionnaires. | |||
[[File:Dynamics list of questionnaires.png|600px]] | |||
The '''questionnaire form''' displays the details about a template, snippet, or answered questionnaire. The form does NOT include all the questions or answers. | |||
[[File:Dynamics questionnaire form.png|600px]] | |||
The '''Questionnaire Player''' is a Resco-built web resource that displays the answered questionnaire the same way as the Resco mobile app. It is accessible from the questionnaire list or form: simply click '''Run Player'''. | |||
* When you start the player from a questionnaire template, you open a brand new questionnaire instance that you can answer. | |||
* When you start the player for an in-progress questionnaire, you can continue answering and complete the questionnaire. | |||
* When you start the player for a completed answered questionnaire, you display a read-only version of the questionnaire. | |||
--> | |||
=== Questionnaire Player on entity form === | === Questionnaire Player on entity form === | ||