10
Hi,
We have a requirement to export inspection response in word template or PDF with Work order information. I understand, there is an OOB functionality to export inspection response in PDF from Work order service task. However there is no option to export the responses from inspection entity directly.
Can you please advise if there is any option where we can export the response in PDF from inspection entity?
Thanks,
San
Hi Nelson,
Thank you for your answer. Unfortunately the link you provided did not work.
For me it's mindblowing that it's so hard to get a decent PDF report out of an inspection.
Even to display it in a microsoft portal digitally is a challenge.
That said: I was also browsing through solutions and I came across the option to activate the analysis option in the fieldservice inspections.
This creates new tables (msfp_) and is discussed here: Field Service – Inspection Reporting | Microsoft Dynamics 365 (neilparkhurst.com)
This seems to do what you made yourself?
Problem for me is how to use these tables in a Word template.
We solved this, but it required some effort. We started with this hint from the documentation (learn.microsoft.com/.../inspections-reporting) which uses flows that parse the data. We found that approach came up short because it lacked the ability to carry the question text with the answers, so we had to build additional flows and tables to combine all the questions and answers into a single table. Then you can use flow to merge into a Word document, or use a 3rd party product like DocumentsCorePack.
I'm facing the same issue I guess. I have a inspection report on my service task and I would like to send my customer a copy in PDF with our company logo and such.
While testing I got 2 possibilities.
1. The button on top marked "Export response" wich gives me an overview but I can't enrich it to make it more like our Company style (logo's etc)
2. I made the screen available to "Export to PDF" which could be the answer but I struggle with how to get the data on the report. Which tables (enteties) do I need to fill in the report simular to option 1.
Any ideas?
Hi
You can create a flow to trigger on completion of the Inspection and use the data to populate a word template (which you can convert into a PDF if you wish). As your inspection is linked to a Work Order Service task you can combine work Order Data with your Inspection results in your Template.
The inspection response data is in a field called msdyn_responsejsoncontent which you will need to decode and parse
Hi Matt,
I haven't find yet.
#1
André Arnaud de Cal...
292,516
Super User 2025 Season 1
#2
Martin Dráb
231,436
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (
