13

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 (61)

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Needs Votes
13

Ability to customize "export answers"-button

When you press the "export answers"-button on the servicetask with the inspection, it will create and download the inspection report. I would like to have the option as an administrator to customize this process. For example: Ability to remove unanswered questions from the report; Remove "Add pic...

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Category: Inspections (61)

STATUS DETAILS
Needs Votes
11

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 (61)

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.

11

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 (61)

STATUS DETAILS
Under Review
10

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 (61)

STATUS DETAILS
Needs Votes
10

Make Inspection Response available for bulk download

I have customers that have to send clients the inspection responses. In some cases up to 20 inspection sheets are filled out on a single work order. The time to go into booking or work order service task and individually download the PDF Response is putting the customers off using them. To be...

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Category: Inspections (61)

STATUS DETAILS
Needs Votes
10

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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1 Comments

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Category: Inspections (61)

STATUS DETAILS
Under Review
9

Make Inspections a generic capability

Hi Team,


Since Inspections is such a useful feature why tie it up only to field service ? This is a common scenario to have Questionnaire to be filled up for

  1. Case
  2. What are the steps followed (captured in KB) and capturing the answers

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    Category: Inspections (61)

    STATUS DETAILS
    New
8

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 (61)

STATUS DETAILS
New
8

Inspection signature field

Hello,


We have the requirment from our Business and customers to have the possibility to sign the inspection.


Could it be possible to make something about that please ?

Best regards

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Category: Inspections (61)

STATUS DETAILS
Needs Votes