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 show Form based on a Condition in Resco… »

How to send Email with Attached Dynamics 365 CRM Report in Resco Mobile App

Introduction: Recently we had a business requirement, where we needed to send Dynamics 365 CRM Report through Email from Resco Mobile App. In this blog, you will see how to do the same. To achieve this,  follow the steps given below: 1) We added a custom button (i.e.Command) on the Entity Form of the Invoice… Read More: How to send Email with Attached Dynamics 365 CRM Report… »

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 Use Custom Commands on Entity Lists in Resco… »

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: How to access Source Element of Relationship while creating new… »

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: Events and Reminders in Resco Mobile App »

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: Custom Commands in Resco Mobile App »

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: Upload Documents to SharePoint from Resco Mobile App »

Working with Filters of views in Resco Mobile App

Introduction: Recently, we had a business requirement where we need to filter the List View on the entity form of Resco mobile app. Generally, when you add a List View on an entity form, it will show all related records in that list. But we can filter the Views in Resco mobile app to show… Read More: Working with Filters of views in Resco Mobile App »

How to Show the Field Label along with the value in List view in Resco Project

Introduction: Recently, we had a business requirement where we need to show the Field Label in List view in the mobile app. Generally, when we create the List view in the Resco Woodford mobile project, Only the values of the fields added in that View are displayed on the mobile app whereas the label of… Read More: How to Show the Field Label along with the value… »

How to concatenate multiple string field values in Resco Mobile CRM

Introduction: Time and again we have received the requirement to concatenate two or more strings fields value & store it in a string field in Resco Mobile CRM. In this blog, will provide a quick walkthrough of the process to achieve this. Suppose we need to store the Address1 street1, Address1 street2, Address1 street3, Address1… Read More: How to concatenate multiple string field values in Resco Mobile… »