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Has anyone of you come with the above required?

I would really appreciate any ideas thrown here, to get the survey answers visible on the mobile device.

Background: Customer is using Apps 10 Upd 8. Data needs to be viewed Offline due to poor network in regional sites. MWO Maintenance 10 is used by technicians.

Work Tasks are dispatched to service technicians, who fill out a survey. Data is capture in regards to the work location they are in (these work locations are defined as Equipment Object). The data captured in the survey is Equipment Object. Hereafter this data needs to be presented against the Equipment Object so future Work Tasks dispatched for other Service Technicians for the above Equipment Object shows the survey results.

Ex: Tech 1 receives Work Task and goes to a Street (Equipment Object of the Work Task) and identifies several information in regards to the Street. This information is fed in to the system as a survey (15 questions with drop downs, and multi select answers etc.). Answers from the above site survey/appraisal needs to be visible for any future Work Task created on this Equipment Object.

 

Below Solutions options were tried and all of them had some brick wall in front.

Option 1 - Custom Fields on Object to capture data instead of Survey. Issue: Too many information needs to be captured. Will end up with quite a lot of custom fields.

Capture the information via a survey and present it back.

Option 2 - Trigger an event at the time of Survey Answers are registered to run a Business Reporter Report filtered by the Equipment Object ID and Save it as a Document Attachment which is connected to the equipment object. Issue: Cannot view the Business Reporter Report without having Business Reporter Client installed as the rendering happens at the time of viewing the report. Using Business Reporter Execution Server will not help as it is a background job and the created report cannot be connected to the relevant document (as equipment parameter will be lost).

Option 3 - Quick Report Answers to be saved as a document revision connected to the equipment object. The only possible way to do this is via a Application Server Task passing the Parameter (Equipment ID) and Document Rev No. It is not possible to write event action to update parameter / doc rev no on the Application Task as there is no Package/Method to do it. The values are held as a .xml in a BLOB/CLOB.

Any tips / direction will be really valued.

Hi Malik :)

 

We were also planning on using survey answers to display on the mWO, though we are yet to get to it.

I’d use the custom field avenue which you have already explored with some changes. Instead of using many custom fields, why not use one custom field? The idea is to combine both questions and answers into a single field with a plain-text format like below, using special characters and tab for indentation for easier readability. 

Since the number of questions are known, and there are no free-text open answers, you might be able to find out beforehand if the total character length does exceed 4k limit allocated for a single custom field. If it does, you could add maybe 2 or 3 custom fields instead, based on the category of the question.

Hi,

Can’t you user “Equipment object” surveys specifically for this? You can configure a survey for an equipment object (or group of object) where Tech can see the survey on the equipment object (under actions) and answer anytime. However two things to note in core solution.

  1. Equipment object surveys cannot be triggered in the work task execution flow. Those are optional to answer and available only against the equipment object. 
  2. Today we do not sync back answers for equipment object surveys to mobile (due to the volume/performance) hence previous answers cannot be seen.

Maybe you can work around this and see weather you can include the survey answers for equipment objects as well so that those should be available all times on mobile. See the default where condition of the entity JtTaskSurveyAnswers to understand which survey answers are synced to mobile today.  

Thanks for the directions guys, I might have to stick with custom fields. Answers to be captured via the survey, and presented in custom fields (read only custom field with a direct look up or a migration job to populate the custom field with the survey answers). Of course there are some constraints.

@asanka displaying survey answers in a single or limited No.of custom fields pose a challenge as we have multi-select answers in couple of questions and 2 free text field answers along with a picture field. Have to drop the picture field as it is difficult to work with CLOB/BLOBs.

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