Deep dive: Generate repeatable groups from associated records

Warning

Work in progress! We are in the process of updating the information on this page. Subject to change.

Deep dives
Aggregate questions in repeating groups Combined entity form Create records from repeatable groups Generate repeatable groups Linked entities in FetchXML Questionnaire visualization in Power BI Shopping cart with barcode scanning Sync download optimization Timesheets

‎

In this guide, we will demonstrate how a custom JavaScript function can be used to generate as many repeatable groups as there are associated records of the parent. This use case showcases a scenario where we open a questionnaire directly from a work order, with as many repeatable groups as there are associated work order incidents. These repeatable groups are automatically generated based on the number of related incidents. Each group contains a lookup question filled with an incident.

Prerequisites

Workorder lookup question.
Repeatable group with workorder lookup incident.

Script

Define your own questions and question groups accordingly.

const CHECKLIST_STEP_GROUP_NAME = "group";
const WO_INCIDENT_ENTITY_NAME = "msdyn_workorderincident";
const WO_INCIDENT_LOOKUP_QUESTION_NAME = "work-order-incident";
const WORKORDER_LOOKUP_QUESTION_NAME = "resco_workorder";

Functions explanation

generateQuestionnaireContent - loads the questionnaire context, initializes loadTemplateGroupId and then generateGroups loadTemplateGroupId - finds id of the group we want to repeat generateGroups - initialize LoadWorkorderIncidents and repeatNext, by invoking repeatGroup we already have two instances of group therefore -2 LoadWorkorderIncident - fetches and returns dynamic entities with incidents repeatNext - generates as many repeatable groups as the checklist length and initializes setGroupValues. setGroupValues - fills in the questions from the incident into already created repeatable groups.