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Tips on completing the Printing C Formflow Forms Sf S1428 3frp Gsa

youtube video

Printing C Formflow Forms Sf S1428 3frp Gsa : Draft, Finish and save

if you want to view the responses of a.survey that's come through from forms.Pro you know that there's a couple of.different ways that you can do that so.we can look on the forms Pro survey.itself and I can dig into the question.responses I can look at the overview I.can open up information and see the.responses someone's given also if you.are using c.d.s well all of the.responses are going into CVS but if.you're using a model driven app you're.either using dynamics 365 customer.engagement or you've created a model.driven app and you've just got c.d.s.entities in there so you've got all of.the forms Pro survey related entities.the responses invites and so on then you.know that you can have a look at the.information from there so here we've got.a model driven app that I've got open.the layout might be a little bit.different from you if you haven't been.in for a while but this is very very new.in terms of how the the survey response.looks so we've got a lot more.information that's on the screen we've.also got the survey response information.that's come through that's embedded.based on the feedback that they gave to.all of those questions that's great and.we've also got the question responses.that link back to those specific.question response records as part of.that entity one thing that we don't have.is we don't have the ability to go ahead.and print this out anyone that's used.Microsoft forms will know that you have.an option to print the responses from.there but there isn't an option to do.that from forms Pro also you've got.users that are in your model driven.power-up but they're not necessarily set.up to be able to log into forms Pro so.how do we go about resolving that okay.so one of the things that in my.background have come from using CRM.dynamics 365 customer engagement and.also writing reports so what I've done.is I've gone ahead and I've written a.report that you can go ahead and you can.download if you go to my blog if you're.watching this on the on YouTube you can.go to my blog and you can have a look.and you can get this report so run.report of the minute we don't have any.options we don't have any reports in.here now you can import in a solution.that you can download from me and that.will go ahead and add a report that I've.created so if we go to.make perhaps calm make sure you're in.the right environment so if you're just.using c.d.s you might want to be in your.default I'm in my sandbox environment.for customer engagement I'm gonna go.over to the solutions area and I'm going.to do new solution oh I'm not I'm gonna.do import sorry I'm gonna go ahead and.import my solution so I'm gonna browse.out and I'm gonna browse out for my file.so there is my solution file and I'm.gonna go ahead and click through and I'm.gonna go ahead and import that now if.you haven't done this before it's.something that you'd have to be an.administrator to be able to get in and.access to do this so I'm going to go.ahead and I've imported that and we'll.see a message that basically shows that.the solution has been imported and.completed successfully awesome so if we.go ahead and let's just refresh and we.should see that solution showing up.there we go we've got our survey.response overview report the solution.all it has in there is basically the.report file that's it all right so now.if we go back to our model driven app.and we click on run report we can see.the survey response overview report is.available so if I go ahead and click on.that it's gonna go ahead and run the.report now the report vision that I'm.showing you I have a logo and they're.the one that you'd be able to download.does not have a logo if you know.somebody on your team that can write.reports SSRS reports and has the tools.to do so you can obviously go ahead and.add your own logo on there but the.version that I'm providing does not have.a logo alright so what we've got is.we've got the the name of the survey.that was responded to we've got the.response who responded now if you are.not using Microsoft and you basically.have responses that are coming in and it.shows it as anonymous then obviously.that is going to show it's not going to.be an actual person so that would just.say unknown so response from unknown.then we've got the date and the time of.which they.gave the savory response what we've then.got is if there was a net promoter score.question there wasn't on this one so.we've got na and if they're sentiment we.basically are showing whether it's.positive negative or neutral and then.what we've got is all of the questions.in the correct order so that we can see.all of the questions with all of the.responses directly underneath now when i.say correct order you might think oh we.could create a word document template to.do this one of the challenges that.anyone that has used word document.templates will know is that you cannot.do a sort of the order in which the.records show now all of these are the.survey question responses the entities.on the question entity let's go ahead.and I'll just open up a quick advance.find this is the a search for the survey.question entity you'll notice that we've.got a field called sequence that.sequence numbering is what determines.the order in which that those questions.will show and are displayed on the.survey so because we can't do sorter.sorting with a word document template.really SSRS is the way to go for this so.that we can have this in the correct.order rather than just the order in.which maybe you created the questions or.whatever it is that's that's coming back.through into the database so then if I.want to print it I've got a couple of.options I can just click print and print.it directly or I can go ahead and I can.export it and I can export it as a PDF.as other options now this is formatted.so that it is going to look correct on a.PDF.I have not formally formatted it for.anything else I don't to me this would.be what I would want to download it as.if you wanted to be downloading.something and get the responses as an.excel file I would suggest going ahead.and just running creating a view and.doing it that way all right so there.we've got it I can now print it out do.whatever I need to with that report so.hopefully this helps if that's something.that you think you might want to use.within your organization again remember.the version that I'm.making available for free download it.does not include a logo and if you.wanted to that's something that you'd.have to take responsibility for within.your own organization so that's it if.you like this let me know in the.comments below thanks guys hi I'm Megan.Walker thanks for watching I hope you.enjoyed the video and that you learned.something from it if you don't want to.miss out on any other content you can go.ahead and click on my face below to.subscribe and if you want to watch the.next video you can do that by clicking.over here and go ahead and get started.thanks again.

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