General Discussion

  • 1.  Previous Inspection Results available to form user

    Adopter
    Posted 12-07-2023 14:55

    Hi everyone, I am working on an inspection form right now where a technician will select a site from a dropdown menu, and then fill out an inspection report for that site. On that form, I would like to display the previous readings from the last time that one of our tech's inspected that specific site. That is the part I am struggling with right now, as I can't find an option to access that information and display it within the form itself.

    Let me know if anyone has any ideas or have come across solutions for similar problems involving displaying previous inspection results in a form.

    Thanks,

    Thomas



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    Thomas W.
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  • 2.  RE: Previous Inspection Results available to form user
    Best Answer

    Adopter
    Posted 12-07-2023 15:05

    You can use a SharePoint list as data destination and data source at the same time, this way you can display not only the original comments but the updated ones.

     

    BR

     

    Cesar

     






  • 3.  RE: Previous Inspection Results available to form user

    Posted 12-07-2023 15:55

    Using SharePoint lists as a data destination and data source is covered in our Level 2 training in the TrueContext University (which all Community members have access to).  The specific lesson covering this is right here: https://university.truecontext.com/training/0e287946-4e6c-11ee-b36a-0213f4967ee3/overview

    Additionally, there is a video covering this in our Community, which you can find here: https://community.truecontext.com/groups/community-home/digestviewer/viewthread?GroupId=49&MessageKey=ef5af52b-0047-4848-9bdd-09859f1f19dd&CommunityKey=8431333a-0930-454e-a1e8-d9e926110d5e



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    Pat Cooney
    Community Engineer
    TrueContext
    community@truecontext.com
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    Original Message


  • 4.  RE: Previous Inspection Results available to form user

    Adopter
    Posted 12-07-2023 16:30

    Thanks Pat! I will look into this soon!



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    Thomas Wheeler
    Analyst - II - Reliability
    Arkansas Electric Cooperative Corporation
    AR
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    Original Message


  • 5.  RE: Previous Inspection Results available to form user

    Adopter
    Posted 12-07-2023 16:29

    Thanks Cesar! I will look into this!



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    Thomas Wheeler
    Analyst - II - Reliability
    Arkansas Electric Cooperative Corporation
    AR
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    Original Message


  • 6.  RE: Previous Inspection Results available to form user

    Adopter
    Posted 12-15-2023 15:32

    If your form is very complex, one option is to use the Dispatch API to dispatch pre-filled forms to the user. It is not a simple implementation and requires either custom documents (handlebars/freemarker) or an external service/api to generate the dispatch JSON/XML data (usually from a previous data record XML/JSON, but it could be from a sharepoint list, etc.) but it is a very powerful feature.

    If the form is simple and you can contain all the question data in sharepoint columns, Cesar and Pat's solution with data source/destinations are a good way to do it.



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    Calvin Hunter
    Project Manager
    Vipond Inc
    calvin.hunter@vipond.ca
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  • 7.  RE: Previous Inspection Results available to form user

    Posted 12-18-2023 09:43

    I'm in the process of using the API to save previously submittted PDF's.  Our service coordinators didn't save the 1300 PDF's we had submitted over the last 3 years.  Our goal is to put them in a Sharepoint Folder available to all our FSEs when going on a service call.  I haven't yet attempted to use the Dispatch API mentioned above.



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    Scott Gilleland
    Senior Field Service Engineer
    Messer Cutting Systems
    WI
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  • 8.  RE: Previous Inspection Results available to form user

    Adopter
    Posted 02-08-2024 15:00

    Hi Thomas,

    I am doing something like what you are describing with a repeatable section that I populate with a SharePoint list. In my case I am only looking to display the most recent inspection in the form, so I store the last inspection in the same list as the questions.

    My repeatable section summary table acts as the list of inspection questions. The first field in the section is the question itself (read only). The next field is the previous answer (read only). Then I have a field for the current answer.

    When the form is sent, I use the repeatable SharePoint list destination to update the SharePoint list with all the new answers.



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    Mark Warwick
    Gas Engineer
    PG&E
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    Original Message


  • 9.  RE: Previous Inspection Results available to form user

    Adopter
    Posted 03-21-2024 15:22

    @Mark Warwick,

    Sorry for the delay in response. Thank you for your idea! I really liked this. One question: was there a reason why you didn't just have 2 fields instead of 3? My idea would be to create a repeatable section that includes following fields:

    Question 1 (Previous Inspection) [read-only]

    Question 1 [actual response from current inspection]

    Question 2 (Previous Inspection) [read-only]

    Question 2 [actual response from current inspection]

    etc.

    Just wanted to ask if you ran into any issues trying to map it out this way. Thanks!



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    Thomas Wheeler
    Analyst - II - Reliability
    Arkansas Electric Cooperative Corporation
    AR
    ------------------------------

    Original Message


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