Multiple checklists in loop

Answered
Avatar
Emily Martinez

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

0

Comments

5 comments

Sort by Date Votes
  • Avatar
    Sara Kaplow, Community Manager
    • Edited

    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!

    2
    Comment actions Permalink
  • Avatar
    Emily Martinez

    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

    0
    Comment actions Permalink
  • Avatar
    Sara Kaplow, Community Manager

    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. 

    0
    Comment actions Permalink
  • Avatar
    Andres Zuniga

    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?

    0
    Comment actions Permalink
  • Avatar
    Sara Kaplow, Community Manager

    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: 

    0
    Comment actions Permalink

Please sign in to leave a comment.