Learn the best practices for using conditional logic in Microsoft Dynamics 365 Field Service inspections. Discover how to optimize your inspection design to ensure clarity, avoid confusion, and enhance technician efficiency.
Table of Contents
Question
Your organization uses Microsoft Dynamics 365 Field Service to manage work orders and has recently implemented inspections to enhance service quality. The inspections include conditional logic to streamline the process based on prior responses. You need to evaluate the current inspection design to ensure that it adheres to best practices for conditional logic use. What of the following approaches should you recommend?
A. Avoid using conditional logic as it complicates the inspection process for technicians.
B. Design the inspection so that each question’s visibility is controlled by a single rule with multiple conditions.
C. Implement conditional logic only for questions on the last page of the inspection.
D. Utilize multiple rules with overlapping conditions to trigger question visibility.
Answer
B. Design the inspection so that each question’s visibility is controlled by a single rule with multiple conditions.
Explanation
Option B is correct because best practices suggest that a question’s visibility should map to a single rule with the ability to add more conditions to that rule, ensuring clarity and avoiding conflicts. Option D is incorrect as overlapping conditions can create confusion and unintended behaviors. Option A is incorrect because conditional logic, when used correctly, streamlines the inspection process rather than complicating it. Option C is incorrect as conditional logic should be used throughout the inspection where appropriate, not just on the last page.
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