Looking for some guidance on implementing a survey for inspections with this general workflow:
From a database viewpoint, it makes most sense to me to have the main table and a related table with each inspection, like:
Name | Dept | Facility | Date |
Asset | Question 1 | Question 2 | Question 3 |
It appears that repeats are needed to work with related tables? If so, is it possible to pre-populate the repeat with the list of assets? And is it possible to display all the repeats one after another instead of with the <> navigation I see in all the examples?
Any advice or alternative approaches appreciated. Thanks
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I can think of a couple of approaches. One which could be ideal, but not technically possible as far as I know, and the second, which is technically possible, but may or may not work for you.
Approach 1: It would be great if the form could follow exactly the workflow you describe, where the initial questions help set the exact facility and once the facility is known a repeat with all the assets in it were displayed. Unfortunately, it is not possible to prepopulate a repeat like you want when completing a new form. I just wanted to bring this up front so you do not waste time trying the impossible.
Approach 2: Another approach is to use the Inbox in the field app. By enabling the Inbox you can download all your facilities into the device, and then make edits to them. Elements in the Inbox can be filtered and sorted by date, alphabetically and geographically to help select the right facility. Once a facility is selected, the actual form would open and in it, you will find a repeat with the corresponding assets.
To implement Approach 2 you would:
I can think of a couple of approaches. One which could be ideal, but not technically possible as far as I know, and the second, which is technically possible, but may or may not work for you.
Approach 1: It would be great if the form could follow exactly the workflow you describe, where the initial questions help set the exact facility and once the facility is known a repeat with all the assets in it were displayed. Unfortunately, it is not possible to prepopulate a repeat like you want when completing a new form. I just wanted to bring this up front so you do not waste time trying the impossible.
Approach 2: Another approach is to use the Inbox in the field app. By enabling the Inbox you can download all your facilities into the device, and then make edits to them. Elements in the Inbox can be filtered and sorted by date, alphabetically and geographically to help select the right facility. Once a facility is selected, the actual form would open and in it, you will find a repeat with the corresponding assets.
To implement Approach 2 you would:
@IsmaelChivite thanks for the detailed reply, saved me from trying things that weren't ever going to work. I haven't gotten to figuring out Inbox yet, but I'll try out Approach 2 and see if it's simple enough for my users.
I didn't really need a spatial component for this, but another alternative I'm thinking of now is a map-centric app, similar to hydrant inspections examples I've seen, showing all the assets around the inspector that haven't been inspected yet this quarter and letting them tap on the asset and start a new inspection. Not to bail to a "competing" product 🙂 but maybe a job for Field Maps instead?