Set up workspace relations
The template may be used as-is immediately after it is installed. It does not require additional configuration before its first use (other than role assignment). However, you may want to enable connections to your existing workspaces to improve data quality and transparency.
If the given workspaces do not exist in your tenant, you may download them from the Template Library or remove or hide the given fields.
| Tab to update | Section to update | Field to update | Data Type | Data Source |
|---|---|---|---|---|
| Inspection Report | Basic | Inspected Item | Picklist | Items workspace |
| Inspection Report | References | Related Project | Picklist | Projects workspace |
| Inspection Report | References | Customer Name | Picklist | Customers picklist |
| Inspection Report | References | Inspection Documentation | Picklist | Documents workspace |
| Inspection Report | Inspected Item Details | Item Number | Derived | Pivot: Inspected Item Derived Field Source: Number |
| Inspection Report | Inspected Item Details | Item Title | Derived | Pivot: Inspected Item Derived Field Source: Title |
| Inspection Report | Inspected Item Details | Item Description | Derived | Pivot: Inspected Item Derived Field Source: Description |
| Inspection Report | Inspected Item Details | Item Image | Derived | Pivot: Inspected Item Derived Field Source: Image |
| Inspection Report | Supplier Part Details | Supplier Package | Picklist | Supplier Packages workspace |
To enable bi-directional references to your 8D reports, you may want to adjust the Workspace Relationships tab of this workspace. Add any additional processes you may find useful to the Relationships Tab.