Record Type and Layouts
Survey record types are synced to [Survey Type Picker] screen and survey page layouts are synced to [Survey Editor] screen. These metadata are refreshed after login, or by Reload Metadata button on [Settings] screen.
Active record types on Field Survey (GRMS_Survey__c) are displayed in [Survey Type Picker] screen. If no record types (Master only) or if you create one record type, Survey Type Picker screen is skipped and the record type id is automatically set.
Survey form is generated based on the page layout assigned to the record type selected on the type picker screen and to the profile of the integration user.
- Read-only field and lookup to other than contact are ignored.
- Only sections visible in edit page are displayed on the screen. For below example, [Information] section is not displayed on the mobile app because it's not visible in edit page.
Title on survey list is based on compact layout setting. The first field, except for lookup, on the compact layout assigned to the record type is used as survey title. But if the field is read-only (like auto number, formula, and so on.), the title shows local number. You can see the read-only field just after the survey is synced.