Tag Archives: Resco Mobile CRM

How to show Form based on a Condition in Resco Mobile App

With Resco Mobile App, we now have the ability to show a specific form of an entity. The Resco Mobile App provides the feature of ‘Select Form’ to control which form should be displayed based on a condition. Often the use case is that a type (e.g. Option Set) has a dedicated form which should… Read More »

How to Use Custom Commands on Entity Lists in Resco Mobile App

Introduction Recently, we had a business requirement where we wanted to change the status of Bookable Resource Booking record from ‘Entity List’ in Resco mobile app. So, in order to achieve this functionality we have used ‘Custom Command’ of ‘Entity List’. Follow the steps given below to add ‘Custom Command’ on the ‘Entity List’. 1.… Read More »

How to access Source Element of Relationship while creating new records in Resco Mobile App

Introduction Recently we had a business requirement in which we needed to create child records of Account entity from Parent Account record with pre-populated ‘Account Type’ field. For example, we have an Option Set field (‘Account Type’ with four options Architects, Customers, Designers and Drafters) and four Entity Lists added on the Account Entity Form.… Read More »

Events and Reminders in Resco Mobile App

Introduction Resco Woodford provides many features one of which is, to be used by the technician by working on the field. Resco provides one of the features that user/technician gets notified for any of the events from the Dynamics CRM in the latest version of the Woodford (11.3.1.0). Consider that user needs to be notified… Read More »

Custom Commands in Resco Mobile App

Introduction: Commands in Resco mobile app allow certain actions throughout the whole form. The main principle is to create a command in Woodford, but the logic that need to be performed on execute of the command can be defined in the JavaScript. Let’s consider an example, on “Work Order” user wants a custom command to… Read More »

Upload Documents to SharePoint from Resco Mobile App

Introduction: Resco Mobile app allow user to upload the documents to SharePoint. Users can upload PDF files, Office documents, images, audio/video files etc. to the SharePoint from mobile. Below options are available for user to upload the documents from mobile app: Signature Capture Picture Choose Picture Select File Record Audio Record Video Use Last Photo… Read More »