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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 07:16, 26 September 2022
, 26 September 2022→Reviewing questionnaires in Dynamics: redesigned Questionnaire entity view/form
(→Questionnaire Player on entity form: preparing some stuff for later) |
(→Reviewing questionnaires in Dynamics: redesigned Questionnaire entity view/form) |
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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. | 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. | ||
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* When you start the player for a completed answered questionnaire, you display a read-only version of the questionnaire. | * When you start the player for a completed answered questionnaire, you display a read-only version of the questionnaire. | ||
{{Note|Questionnaire Player does not support [[mobile report]]s.}} | |||
=== Questionnaire Player (alternative access) === | |||
=== Questionnaire Player | |||
Questionnaire Player is | Questionnaire Player is integrated out-of-the-box when you install Woodford. It is available from the Questionnaire entity form as described in the previous chapter. | ||
If you are using an older version of Woodford (or for custom integrations) here's the original procedure for adding Questionnaire Player to the Questionnaire entity form as a new tab: | |||
# 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. | # 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. | ||
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[[File:47 Questionnaire Player 2.png|600px]] | [[File:47 Questionnaire Player 2.png|600px]] | ||
== Resco Inspections data structure == | == Resco Inspections data structure == | ||