Checklist app for field technicians

(0) Share

Report

Posted on by RS-15100643-0

I've been tasked with developing a Power App Canvas app for our field technicians. While they work on equipment, they need to complete checklists that include details like temperature, power consumption, etc.

The plan is for them to either select a checklist from a dropdown menu or have it prepopulated, then proceed to answer the questions. All data should be stored in one or more Dataverse tables. Once a checklist is completed, it should generate a PDF with the results and save it in a SharePoint folder. Questions are set up in Sections that contain specific related questions.

We have the following type of answers set up:

Text
Yes / No
OK / Not OK
Multichoice
Multiline
Attachment

I'm unsure of the best way to set this up. The business has requested that questions be related to each other. For example, if the answer to question 1 is "No," it should display a certain set of follow-up questions, whereas if the answer is "Yes," it should show a different set.

Does anyone have any recommendations or can point me in the right direction? I've included a screenshot of the initial setup I've created.

Update: 19 Feb 2025 - 12:39
We need to upload over 100 checklists in multiple languages, each containing 50+ questions. We're looking to avoid a solution that requires coding each question individually. Please note that each checklist is unique and provides different follow-up questions based on the Yes/No answers from previous questions.

Categories:

Mobile App

Checklist_2.png

Checklist_1.png

All responses (2)

Answers (0)

Suggested answer

mmbr1606 11,112 Super User 2025 Season 1 on at

Like (0)

Report
Checklist app for field technicians

hey

this should be easy to achieve, you need to set the visible property of the controls you want to show based on yes/no selection of the control above

like this:

If(DataCardValue1.Selected.Value = "Yes", true, false)

same goes for no:

If(DataCardValue1.Selected.Value = "No", true, false)

you just need to pick thr right DatacardValue from your control, select the dropdown and see which datacardvalue it has in the treeview on the left

if my answer helped please mark as verified answer
Suggested answer

MSR@08012015 576 on at

Like (0)

Report
Checklist app for field technicians

Hi,

Whenever we are going to design the Power Apps First thing we have to design the Backend.

Design the Dataverse Table

Based on the Customer Request create the relevant tables.

Since you are using the Dataverse as a source create a relationship for the parent and child tables for processing.

Power Apps Canvas App

Form Control is available in PowerApps design the app using form control

Connect the DataSource Property of the form to the respective DataSource in the Dataverse.

Add the respective fields from the dataverse to the form which you need for processing.

Use this formula to hide/show the controls based on the value

dd_Question1.Selected.Value = "Yes" in the visible property of control which you want to target.

Use Patch function to store all the data in the DB (you can create all columns you want or JSON format).

Storing & Generating PDFs

Create a sharepoint document library add one column for the Parent ID for relating the information.

Enable the PDF function in PowerApps settings.

Follow this blog to generate PDF https://www.matthewdevaney.com/power-apps-pdf-function-create-view-download-pdfs/

Hope this helps!