Configuration Tutorial - Vehicle Inspections

Hi :wave:

Today, I would like to share with you how to configure a Vehicle Inspections module in INISTATE.
The Vehicle Inspection module allows you to streamline vehicle inspections, ensure safety compliance, and generate detailed inspection reports.

Problem
Oversight important Inspection details - When it comes to inspection, every aspect and details is important to ensure everything is safe and sound especially for vehicle inspection. This problem usually happen due to the human mistakes when they oversight it during manual vehicle inspection.

Objective
To ensure meticulous oversight - To ensure every details and information for the inspection will be taken care off and minimalize the mistakes during inspection.

Step & Configuration

  1. Access your workspace builder.

  2. In builder, create 2 new module by click the “+ New” on the top right.

  3. Set a name and emoji for the modules. eg : Vehicles and Inspections

Add Information

Module : Vehicles

  1. Under module ‘Vehicles’ go to information section.

  2. Click ‘+ New’ to add new information.

  3. Add a few information :

  • VIN - Text

  • Label - Text

  • Make - Text

  • Model - Text

  • Year - Text

  • Color - Select
    *Green
    *Yellow
    *Orange
    *Red
    *Violet
    *Blue
    *White
    *Black

  • License Plates - Text

  • Photo - Image

  • Related Inspections - Table
    *Label - text
    *Details-Module
    *Module : Inspections
    *Display Information : DocumentID

  • Date - Date

    Screenshot 2023-08-01 172623
    Screenshot 2023-08-01 172636

Modules : Inspections

  1. Under modules ‘Inspections’, select information section.

  2. Click “+ New” to add new information.

  3. Add a few information.

  • Vehicles - Modules
    *Modules : Vehicles
    *Display information : Label

  • Photo - Image

  • Odometer reading - Integer

  • Date Time - Date Time

  • Front Image - Image

  • Passenger Side Image - Image

  • Driver Side Image - Image

  • Back Image - Image

  • Dashboard Alert - Table
    *No - Integer
    *Description - Text
    *Check - YesNo

  • Engine oil - Select (Enable Radio button)
    *Requires Attention
    *OK
    *Filled
    *N/A

  • Transmission - Select (Enable Radio button)
    *Requires Attention
    *OK
    *Filled
    *N/A

  • Differential - Select (Enable Radio button)
    *Requires Attention
    *OK
    *Filled
    *N/A

  • Coolant - Select (Enable Radio button)
    *Requires Attention
    *OK
    *Filled
    *N/A

  • Brake - Select (Enable Radio button)
    *Requires Attention
    *OK
    *Filled
    *N/A

  • Power Steering - Select (Enable Radio button)
    *Requires Attention
    *OK
    *Filled
    *N/A

  • Wiper - Select (Enable Radio button)
    *Requires Attention
    *OK
    *Filled
    *N/A

  • Steering - Select (Enable Radio button)
    *Requires Attention
    *Future Attention
    *OK

  • Heater - Select (Enable Radio button)
    *Requires Attention
    *Future Attention
    *OK

  • Serpentine - Select (Enable Radio button)
    *Requires Attention
    *Future Attention
    *OK

  • Alternator - Select (Enable Radio button)
    *Requires Attention
    *Future Attention
    *OK

  • Air - Select (Enable Radio button)
    *Requires Attention
    *Future Attention
    *OK

  • Oil - Select (Enable Radio button)
    *Requires Attention
    *Future Attention
    *OK

  • Fuel - Select (Enable Radio button)
    *Requires Attention
    *Future Attention
    *OK

  • L Front - Select (Enable Radio button)
    *Requires Attention
    *Future Attention
    *OK

  • L Rear - Select (Enable Radio button)
    *Requires Attention
    *Future Attention
    *OK

  • R Front - Select (Enable Radio button)
    *Requires Attention
    *Future Attention
    *OK

  • R Rear - Select (Enable Radio button)
    *Requires Attention
    *Future Attention
    *OK

  • Emergency Brake - Select (Enable Radio button)
    *Requires Attention
    *Future Attention
    *OK

  • Front Wiper Blade - Select (Enable Radio button)
    *Requires Attention
    *Future Attention
    *OK

  • Rear Wiper Blade - Select (Enable Radio button)
    *Requires Attention
    *Future Attention
    *OK

  • Notes - Multiline Text

  • Additional Images - Images

  • Attachment - Files


    Screenshot 2023-08-01 175715
    Screenshot 2023-08-01 175726
    Screenshot 2023-08-01 175737
    Screenshot 2023-08-01 175748

Set Formula

Module : Vehicles

  1. Under module Vehicles, go to Activity section, click “Basic” Tab and click “Create” to view form.

  2. Customize the form by drag and drop all the information added.

  3. Hover on the information ‘Label’, click “Operations” icon to set formula.

  4. In formula column, insert : #Form#Make + ’ ’ + #Form#Model

Modules : Inspections

  1. Under module Inspections, go to Activity section, click “Basic” Tab and click “Create” to view form.

  2. Customize the form by drag and drop all the information added.

  3. Set Formula on Information “Photo”, in formula column insert : #Form#Vehicle#Photo, to retrieve the “Photo” from the “Vehicle” that we selected.

  4. Set the field visibility by click the “Square” icon beside the set formula.

  5. Set formula for “Date Time”, to auto set current date and time. In formula column, insert : DateTime.Now.

  6. Set the field as requires for all the “Select” information type and important details by click the “star” icon.

  7. In “Dashboard Alert” table, set formula for field “No”, in formula column, insert : #rowAutoNumber.

    image

Automation

Condition : To set a fix data or detail inside the table “Dashboard Alert” like below :

  1. On activity section, click “Basic” tab, click “Create” to view form

  2. Scroll down the form and enable the Automation.

  3. Drag and drop ‘Action’ block.

  4. Add Action, Select ‘Create’.

  5. Fill the ‘value’ : [“Check Engine”, “Tire Pressure”, “Oil”, “Coolant”, “Brakes”, “ABS”, “Airbag”, “Battery”, “Oil Low”]

  6. Drag and drop ‘Condition’ block.

  7. Insert formula : #Form#DashboardAlerts.Count <= 0

  8. Drag and drop ‘For’ block.

  9. Insert #Variable1 each x

  10. Drag and drop ‘Action’ block

  11. Add Action, Select ‘Create’

  12. Insert ‘Value’, #addrow(#Form#DashboardAlerts)

  13. At the same ‘Action’ block, add action, “Set”

  14. Insert "Variable, #Variable2, Expand property select value, “Description” and enter formula #x

Condition : To pass Details and DocumentID From Modules Inspection to Table “Related Inspections” In Module Vehicles based on selected car.

  1. Under module Inspections, got to Activity section, click Basic, Add new automation on Create activity.

  2. Click “Do After”

  3. Drag and drop “Action”

  4. add Action, Find.

  5. Select Modules “Vehicles”

  6. Insert Filter, #Label is [Add Formula]#Entry#Vehicle#Label.

  7. Drag and drop Condition block

  8. Add Value, #VehiclesFound.

  9. Drag and drop Action block

  10. Add action, Form.

  11. Set Module, “Vehicles”, Activity “Edit”, Entry #VehiclesFound

  12. Drag and drop Action block

  13. Add action, Create

  14. Insert Value, #addrow(#VehicleEditForm#RelatedInspections)

  15. Drag and drop Action block

  16. Add Action, Set.

  17. Set Variable #Variable1

  18. Expand Property

  19. Add details and formula : Details - #Entry , Label - #Entry#Vehicle, Date - #Entry#DateTime

  20. Drag and drop Action block.

  21. Add Action, Perform

  22. Set Module : Vehicles

  23. Set Activity : Edit

  24. Set Entry : #VehiclesFound

  25. Set Form : #VehicleEditForm

Congratulations!!!:tada::tada: You have successfully created a Vehicle Inspections module.

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