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How to attach a survey to a workorder

  • 9 October 2021
  • 4 replies
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Userlevel 4
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Hi community,

 

How to attach a survey to a workorder ? 

 

Thanks

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Best answer by Djedai 11 October 2021, 12:26

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4 replies

Userlevel 6
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Hi,

  • Create a survey in Maintenance Survey (Technician Portal > Maintenance Survey)
  • Select appropriate Workflow type
  • Add questions
  • Approve and Publish the survey
  • Go to Technician Portal > Workflow Configuration
  • Select appropriate configuration type
  • Connect survey in "Eforms" tab
  • Add site
  • Activate the configuration

 

Once you create work order according to filters in the workflow configuration, configuration will apply. Then you can find the survey in the work order according to your workflow type.

Userlevel 4
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Thanks

Userlevel 4
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Do you know how to fill this list in order to use Mutilple answer choice ?

 

Userlevel 6
Badge +12

Hi,

You have to create Answer options using below window.