How to dynamically filter Questionnaire templates on the Appointment entity form based on Appointment Type

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Collecting information in the field, in most use cases you expect a certain type of questionnaire to be available in certain situations and not in others. To enable this in Resco Inspections, we have introduced an option to associate a questionnaire template.

The general idea is that – when integrating Resco Inspections with Microsoft Dynamics 365/CRM – you can use many-to-many relationships to associate a questionnaire with an entity. The many-to-many relationship connects the questionnaire template to the actual record, so this defines which template belongs to which record.

We know that it’s always better to show than just to talk about it, so we’ve prepared the following detailed example.

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How to create Sales, Field Service and Inspection mobile projects for Salesforce with Resco

When it comes to enterprise mobility, the user adoption can be tricky. Therefore, we must make it as simple as it gets when introducing new mobile processes at companies.

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Advanced tip: Managing cell anchors in views

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Resco’s Woodford customization tool provides multiple components that allow you to make the corresponding parts of the mobile app dynamically adapt to different display sizes.

One of those components are anchors that are used to control the view’s cell behavior when the row is resized. Continue reading

Entity form, its lifecycle, events and best practices for form rules (with practical examples)

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Entity form & Edit form editor

Form is a screen in the application that contains numerous fields which either hold or await the data. It is a tool that enables system administrators to represent the database data and collect user data in a user-friendly way. Each form should be easily understandable, which can be achieved by organized placement of the required components on the form. Continue reading

Quick tip: How to send a log from the Resco Mobile CRM app and Woodford

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To fast-track solving any unexpected issue, relevant information is essential. For our support team, it usually comes from a log file that you can send from both the Resco Mobile CRM app and the Woodford configurator.

But why send a log? Isn’t the error message enough? Well, log contains much more information than an error message. Continue reading

FAQ: Microsoft Dynamics 365 for Field Service Mobile App Licensing

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Ever since the Resco platform was incorporated as the default Microsoft Dynamics 365 for Field Service mobile client, we’ve received numerous inquiries about the licensing requirements and customization of the solution.

Today we’re bringing you an overview of the most frequently asked questions, so you can always find the answers easily organized in one place. Continue reading