We intended to open a specific Product form, distinct from the default one, when clicking a view button. Since using a ‘Select Form’ rule was not viable, we opted for the following code solution. When employing the ‘FormManager.showEditDialog’ function, we…
Tag: Woodford
How to get more space out of your views in Resco Mobile CRM
This post will show you how you can get some extra space in your views in Resco Mobile CRM. Below is an example of using extra space in the view where I have added custom icons in place of the…
Custom Drip Scheduling for Field Service Mobile
Microsoft has currently deprecated the drip scheduling feature in Field Service which means we must build this feature ourselves, luckily there is a simple way of achieving drip scheduling using sync filters. Below is an example of a sync filter…
How to upgrade from v9.1 to v11+ for Field Service Mobile
Microsoft have added an official article on how to upgrade your mobile project https://docs.microsoft.com/en-us/dynamics365/field-service/mobile-upgrade-project. You have 2 options: Import the new project template from Microsoft, derive the template and create a child project, and manually recreate your customizations in the…
Techniques to build complex sync filters in Woodford
When dealing with offline functionality the key is to limit the amount of data being synced to the device. In some cases you may have thousands if not millions of records for an entity and can take a long amount…
Open and prepopulate fields onto a new form using JavaScript in Resco Mobile CRM
The only way to achieve opening of a new form is to write some JavaScript using JSBridge. I would assume already that you know how to add commands and OfflineHTML within Woodford. Below is an example of creating a…
Edit System Alerts in Woodford
You may have found text pop ups when using and navigating the Resco Mobile App. But what if you need to edit the message of the Alert? Here’s how you do it! Go to Localizations Drop down the ‘Standard App…
How to fetch data from other Entities in Woodford (Without code)
Here I will go into detail on how you can retrieve data from other entities without the need for code! Load Reference Load Reference can only be used if there are Lookup’s on the form you wish to retrieve data…
The state of Reporting for Field Service Mobile version 9.1
This post will go into detail on the current state of Reporting for Field Service Mobile version 9.1. Below is just showing evidence of the version number of the app I was running. Mobile Reports One way of developing custom…
Plugins in Resco Woodford – “The secret setting”
If you have been using Resco Mobile CRM for a while you may have realised that by default the mobile app does not update certain changes while you are in offline mode. One example would be that a back office…