Adding questionnaires to app projects: Difference between revisions

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(Created page with "If you are using Resco Mobile CRM as your app with Resco Inspections, you need to add questionnaires to your app projects. You can either use the Resco_Inspections#Conf...")
 
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Administrators can create custom views via Woodford:
Administrators can create custom views via Woodford:
# Choose the Questionnaire entity from the entity list in Woodford.
# Choose the Questionnaire entity from the Project menu in Woodford.
# Select Views and click on the “New” button to add a new view.
# Click '''Show UI''',  then click '''New View'''.
# Rename the view so it is clear whether it is for templates or answered questionnaires.
# Rename the view so it is clear whether it is for templates or answered questionnaires.
# Open the view and edit its filter:
# Open the view and edit its filter:
#* for templates add condition “Is Template equals True (Yes)”
#* For templates, add condition "Is Template Equals Yes".
#* for answered questionnaires add condition “Is Template equals False (No)”
#* For answered questionnaires, add condition "Is Template equals No".
# Once the view is created, save the changes, publish and sync the application.
# Once the view is created, save the changes, publish and sync the application.
# Open Questionnaires in the application. You can now switch to your custom view.
# Open Questionnaires in the application. You can now switch to your custom view.


Additionally, you might want to ensure that only published Questionnaire templates are displayed in the '''Questionnaire Templates''' view. The information whether a template is published or not (and in general what is the state of the template) is stored in the ''Status Reason'' field on the ''Questionnaire'' entity.
Additionally, you might want to ensure that only published questionnaire templates are displayed in the '''Questionnaire Templates''' view. The information whether a template is published or not (and in general what is the state of the template) is stored in the ''Status Reason'' field on the ''Questionnaire'' entity.


Therefore, you can add one more condition into your '''Questionnaire Templates''' view - the ''Status Reason'' should equal ''Active'' (which corresponds to Published). If you prefer to have also other Templates (drafts or deactivated) displayed, you can omit this step or include other values as well.
Therefore, you can add one more condition into your '''Questionnaire Templates''' view - the ''Status Reason'' should equal ''Active;Published''. If you prefer to have also other Templates (drafts or deactivated) displayed, you can omit this step or include other values as well.


== Distinguish partially answered (saved) questionnaires and completed questionnaires ==
== Distinguish partially answered (saved) questionnaires and completed questionnaires ==

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