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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / How to query and merg...
Service | Customer Service, Contact Center, Fie...
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How to query and merge data from different inspection templates

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Posted on by fordersheng@hotmail... 95

Hi there,

We are implementing field service in our company. we have following requirements:

1. one work order can have several inspections. maximum 5 inspections. each inspection have one inspection template. and the templates are different.

2. one inspection will be assigned to one inspector. and each inspector will finish his/her inspection.

3. After all 5 inspections have been done. We need to merge all inspections in one  to generate a large inspection and generate a PDF report.

My questions:

How to read those data from different inspections.

and then how to write data to big inspections.

Thank you, very much.

Frank

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  • Suggested answer
    Lucky Dog Profile Picture
    Lucky Dog 670 on at
    RE: How to query and merge data from different inspection templates

    Hi Frank

    The data for inspections is stored in three tables:

    Customer Voice survey question or msfp_question: stores each inspection question.

    Customer Voice survey response or msfp_surveyresponse: a response to an inspection. (ie header)

    Customer Voice survey question response or msfp_questionresponse: each individual response to each inspection question.

    see: docs.microsoft.com/.../inspections-reporting

    pastedimage1645699573782v1.png

    Customer Voice survey response links to the Work Order via the Regarding Column

    pastedimage1645699346881v1.png

    So you can create a Report (SRS or paginated power BI) that picks up all the responses for a Work Order, convert to pdf etc.

    Hope this helps.


    Danny

  • Suggested answer
    fordersheng@hotmail.com Profile Picture
    fordersheng@hotmail... 95 on at
    RE: How to query and merge data from different inspection templates

    Thank you very much, Danny,

    I appreciate you help.

    Our next step is to merge several inspections response into one.

    Do you any idea?

    Thank you.

    Frank

  • Suggested answer
    Paul_Bo Profile Picture
    Paul_Bo 70 on at
    RE: How to query and merge data from different inspection templates

    Hi Frank,

    We were able to utilize Microsoft's PCF control for the Field Service Report and pull the inspection data in.  This gives you the ability to have a customized report while also giving you the ability to save the PDF to the Booking timeline.  This did take some customization of the PCF control and also pulling in the SurveyJS libraries in order to render the inspection responses - but it allows for some great flexibility.  By querying the responses for each inspection based on the Work Order - you can display it all on one report.

    Here is a link to the field service PCF and the instructions from MS on how to modify it.

    docs.microsoft.com/.../mobile-powerapp-reporting

    Here is a link to the SurveyJS libraries (I'm pretty confident this is what is currently being utilized within Dynamics Field Service)

    https://surveyjs.io/

    Let me know if you have any questions.

    Thanks

    Paul

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