Skip to main content
Solved

IFS Cloud Survey on an object


Forum|alt.badge.img+2

Is it possible to connect a survey to either a serial object or a service object? If so, could someone show how?

Best answer by anmise

You can link Maintenance Surveys to Objects, and answer them in mWO ad-hoc. 

To do that, you need two things;

 

  1. A survey with Workflow Type = Object Information (don’t forget to Publish)
  2. You need a Workflow Configuration with Configuration Type = Object 

    You need to link the Maintenance Survey in the EFORMS tab.

     

View original
Did this topic help you find an answer to your question?

4 replies

  • Superhero (Employee)
  • 1427 replies
  • Answer
  • April 10, 2024

You can link Maintenance Surveys to Objects, and answer them in mWO ad-hoc. 

To do that, you need two things;

 

  1. A survey with Workflow Type = Object Information (don’t forget to Publish)
  2. You need a Workflow Configuration with Configuration Type = Object 

    You need to link the Maintenance Survey in the EFORMS tab.

     


Forum|alt.badge.img+2
  • Author
  • Do Gooder (Partner)
  • 3 replies
  • April 12, 2024
anmise wrote:

You can link Maintenance Surveys to Objects, and answer them in mWO ad-hoc. 

To do that, you need two things;

 

  1. A survey with Workflow Type = Object Information (don’t forget to Publish)
  2. You need a Workflow Configuration with Configuration Type = Object 

    You need to link the Maintenance Survey in the EFORMS tab.

     

When I try to create the survey I get this box. How can that be?

 


  • Superhero (Employee)
  • 1427 replies
  • April 12, 2024
CurJulieN wrote:
anmise wrote:

You can link Maintenance Surveys to Objects, and answer them in mWO ad-hoc. 

To do that, you need two things;

 

  1. A survey with Workflow Type = Object Information (don’t forget to Publish)
  2. You need a Workflow Configuration with Configuration Type = Object 

    You need to link the Maintenance Survey in the EFORMS tab.

     

When I try to create the survey I get this box. How can that be?

 

Looks very odd. Is your user linked to a person record? 

Check in Application Base Setup / Enterprise / Person / Person

 

Which version of IFS Cloud is this?


Forum|alt.badge.img+2
  • Author
  • Do Gooder (Partner)
  • 3 replies
  • April 12, 2024
anmise wrote:
CurJulieN wrote:
anmise wrote:

You can link Maintenance Surveys to Objects, and answer them in mWO ad-hoc. 

To do that, you need two things;

 

  1. A survey with Workflow Type = Object Information (don’t forget to Publish)
  2. You need a Workflow Configuration with Configuration Type = Object 

    You need to link the Maintenance Survey in the EFORMS tab.

     

When I try to create the survey I get this box. How can that be?

 

Looks very odd. Is your user linked to a person record? 

Check in Application Base Setup / Enterprise / Person / Person

 

Which version of IFS Cloud is this?

Thank you for both of the answers. It was very helpful.
Could you show how the workflow would look like from the Tech Portals?


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings