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Inspection response in word template or PDF

Posted on by 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

  • HSinc Profile Picture
    HSinc 12 on at
    RE: Inspection response in word template or PDF

    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. 

  • Suggested answer
    Eccountable Profile Picture
    Eccountable 611 on at
    RE: Inspection response in word template or PDF

    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.

  • HSinc Profile Picture
    HSinc 12 on at
    RE: Inspection response in word template or PDF

    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. 

    pastedimage1665923679909v1.png

    Any ideas?

  • prof711 Profile Picture
    prof711 115 on at
    RE: Inspection response in word template or PDF

    I'm facing the same requirement. I need the responses from an inspection in a word template/pdf. Has anyone found a solution?

  • Matt1405 Profile Picture
    Matt1405 125 on at
    RE: Inspection response in word template or PDF

    Thanks John I’ll have a go and see how I get on.

  • Verified answer
    John Holmes Profile Picture
    John Holmes 260 on at
    RE: Inspection response in word template or PDF

    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

    Screenshot-2021_2D00_09_2D00_10-at-13.16.02.png

  • Matt1405 Profile Picture
    Matt1405 125 on at
    RE: Inspection response in word template or PDF

    Working in the same sort of thing so I'll let you know if I get anywhere.

  • Sanskrudha Profile Picture
    Sanskrudha 10 on at
    RE: Inspection response in word template or PDF

    Hi Matt,

    I haven't find yet.

  • Matt1405 Profile Picture
    Matt1405 125 on at
    RE: Inspection response in word template or PDF

    Hi San

    Did you ever find a resolution to this?

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Inspection response in word template or PDF

    Hi Sanskrudha,

    Unfortunately, you can't export the response in PDF from inspection entity directly.

    Based on following document, you just can export one PDF with the blank inspection questions in inspection entity.

    https://docs.microsoft.com/en-us/dynamics365/field-service/inspections-advanced#export-inspection-as-blank-pdf 

    pastedimage1630565439790v1.png

    Inspection responses only can be exported as a PDF from the work order service task.

    https://docs.microsoft.com/en-us/dynamics365/field-service/inspections-advanced#export-inspection-responses-as-pdf 

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