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home/Knowledge Base/Template Designer(DCP)/Working with Field Service Inspection responses

Working with Field Service Inspection responses

844 views 1 Updated on November 27, 2022

Inspections are digital forms that are used to answer a list of questions as part of a Work Order. Use cases for such questionnaires can include safety protocols, pass-and-fail tests for a customer asset, an interview with a customer, or other audits and assessments performed before, during, or after a work order.

Dynamics 365 supports an export to PDF function for when you want to integrate your inspection into a work order template. With this function you can also have more flexibility regarding the file type and design to overcome known limitations of the default PDF export.

To work with the Field Service Inspection responses as part of Dynamics 365, you need at least version 10.38 of the Template Designer, and the version 2020.132 of the DocumentsCorePack Server.

If you have not worked with DocumentsCorePack Templates before, we recommend reviewing the following: Getting Started.

Sample of a inspection in the context of Dynamics 365 Field Service
Figure 1: Sample of a inspection in the context of Dynamics 365 Field Service

This type of questionnaire and the related answers do not follow the standard table-row-model (entity-record-model) of MS Dataverse. The actual data is stored in fields as blocks of JSON data and these two elements are only loosely bound.

Insepection response document created with DocumentsCorePack (left) compared to the standard PDF Export
Figure 2: Inspection response document created with DocumentsCorePack (left) compared to the standard PDF Export

Due to the data structure of inspections, the insertion of an inspection into DCP templates requires specific steps.

Figure 3: Insert as inspection button within the DocuomentsCorePack ´Template Designer
Figure 3: Insert as inspection button within the DocumentsCorePack Template Designer

The following linked articles will cover:

  • How to insert an inspection response starting from a Work Order Service Task
  • How to insert an inspection response starting form a Work Order
  • Formatting, advanced options and translation for inspection responses

That’s all about working with Field Service Inspection responses! We appreciate your feedback! Please share your thoughts by sending us an email to support@mscrm-addons.com!

Related Articles

How do I create relationships using DocumentsCorePack Template Designer

External Links

Add inspections to work orders in Dynamics 365 Field Service

Tags:inspectionfield servicejsonwork orderinsert fieldservice taskquestionnaireswork order service task

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