I set up a loop with multiple screens but once set up, I realized I could not print the checklist on my PDF designer (work order). I am hoping someone will see a different solution that I am missing.
I have separate checklists for 5 different TYPES of equipment, so it is a loop contingent on the user choosing the equipment type. For example, if the user is working on a boiler it is a different list than if s/he is working on a chiller. So they 1st choose the equipment type, then the corresponding checklist comes up. This all works fine, but I want the checklist they use to print on the work order so the customer can see what was done.
Since it is a work order, there is a lot of other information as well. Any solutions or ideas are welcomed - thank you for your time!
thanks, Emily
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Hi Emily,
I think what I would do, based on the information here, is use a combination of conditional logic and loop screens (the loop screens assume you might be inspecting multiple boilers - if that's not the case, just conditional screens will work). Here's what I'm thinking:
On the first screen of your App, you'll want some checkboxes for each type of inspection (boiler, chiller, etc). They have to be checkboxes otherwise it gets a little out of hand when you're setting your conditions. Here's what that looked like for me:
Next I have a loop for each type of inspection, so one for boilers, chillers, etc. Each of those loops is conditional - it will only appear if the appropriate checkbox is checked on the first screen:
Then you can put whatever fields you need specific to that inspection onto the appropriate loop screen. This is kind of the overall outline of that process:
On mobile, that means that if I check boiler on the first screen, I'll only see that loop:
But, if I have both boiler and chiller selected, I'll see that loop as well:
Because they're individual loops, you can display them on the PDF Designer version of the PDF with no problem (they'll show up as tables).
Does that work? I am sure other people have something similar set up, I'd love to hear other options!
Thank you so much, Sara - it does work!
It seems like such a simple solution, but I could not make the leap. Thank you for your help!
Emily
Glad to hear it's working for you! Thanks for your contributions to the Community - I think a lot of other users will be able to benefit from your questions.
This Idea is Great. I would like to ask before implementing is how the PDF is going to look like in the table that you mentioned Sara? Since the information that I will input in the screen of inspection will include technical observations, numbers and even some photos. Will the PDF Designer be capable of organising all this information in the table?
Hi Andres,
A loop screen is always going to layout in a table in the PDF designer. With this setup - conditional loop screens - they'll be in separate tables. Here's what that looks like based on the example from before: