8

Allow more file types for uploading documents

My idea would be to expand the permitted/supported file types for uploading in inspections, there would e.g. .tif/.tiff same as in CRM be helpful for us.

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Category: Inspections (40)

STATUS DETAILS
Needs Votes
Ideas Administrator

We appreciate the feedback, we would like to ensure our customers can upload the files they need to an inspection. Currently, supported file types include gif, bmp, jpeg, jpg, png, mpeg, mp3, mp4, wav, mov, MOV, pdf, doc, xlsx, txt, log, ppt, pptx, xls, docx. We encourage more people to vote for this IDea and we can consider adding .tiff files.

8

Ability to Change Inspection Type (i.e. Checkbox to Radio)

Hi, Presently the logic is built based on the actual question, if a question type needs to be amended the logic also needs to be rebuilt. The scenario that exists, if a customer implements a check box for a yes/no question, both yes and no can be selected. If this check box subsequently changes...

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Category: Inspections (40)

STATUS DETAILS
Under Review
7

Inspection Templates Add text boxes that are not questions

Sometimes the inspection needs lots of narrative to explain to the customer what is happening. None of the headers or description fields allow multi line text with large amounts of chars. it would be helpful if the toolbox allowed you to add just text without it being a question.

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Category: Inspections (40)

STATUS DETAILS
Needs Votes
7

Improve out of the box reports and include inspections

I have had multiple requests to be able to offer an end customer facing and customisable report including inspection sheets. This is something being offering out of the box by a number of other companies https://www.bigchange.com/ is one.

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Category: Inspections (40)

STATUS DETAILS
Needs Votes
7

Inspection Question Configuration - Number Field Decimal Precision

When you create or revise an inspection in D365 Field Service today, there are no decimal precision settings and it auto-defaults to two decimal places. Many field organizations rely on more precise values and calculations, and will need to extend to three or four (or more) decimal places.

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Category: Inspections (40)

STATUS DETAILS
Under Review
6

Inspection Templates - ability to copy Pages within a Template

We have a scenario where a series of questions need to be answered up to a maximum of 16 times. Creation of this template is very time consuming and if there was functionality allowing a whole Page to be copied to within the same template that would be very helpful.

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Category: Inspections (40)

STATUS DETAILS
Needs Votes
6

Export completed inspection (e.g. as PDF)

As of now it is only possible to export blank inspections as PDF. Many customers need an inspection report from us. So exporting an completed inspection would be very helpful instead of only a blank one.

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Category: Inspections (40)

STATUS DETAILS
Completed
Ideas Administrator

In Wave 2021 Early Access Release which will go GA in April, 2021 there is a new button 'Export Responses' on work order service task that can be used to export inspection responses as pdf.  This is available in the new Powerapps based mobile app as well. And is in addition to the out of box capability released in october 2020 to push the individual question responses to CDS. 

5

Remove default value as an option

We can add options as a default value in the inspections template. That's awesome! It's very tempting to use that. However, there is no undo button that removes the option as default value. You can only set it to another value and not remove the default option completely from the question. We've ...

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Category: Inspections (40)

STATUS DETAILS
Under Review
Ideas Administrator

Thanks for the feedback, this is a very valid request and we are reviewing with the team how we can address it.

4

Immediately update JSON and link questions and answers to Work Order Service Task

Work Order Service Tasks makes use of Inspection Templates. The questions and answers will be generated via JSON through a Power Automate from Microsoft. This is not directly linked to your Work Order Service Task.


In the Field Service Settings you can choose to "Immediately" ...

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Category: Inspections (40)

STATUS DETAILS
New
4

Inspection Templates Auto expand text fields

It would be really helpful if any text boxes could auto expand to fit the default contents. scrolling or expanding manually can be fiddly on mobile devices.

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Category: Inspections (40)

STATUS DETAILS
Needs Votes