Business logic is a part of a program or application, essentially a set of business rules and workflows that direct the interaction between user interface and data. The Resco platform comes with a strong focus on mobility and comes with powerful options for client-side business logic. On the server side, Dynamics and Salesforce come with their own business logic; and so does Resco Cloud.
Here are some simple examples of what we understand as business logic in Resco Mobile CRM:
- Validate email address, postal code, telephone number
- Calculate the duration of an event (actual end – actual start)
- Hide a field or disable it, depending on a condition
- Populate fields on a child entity based on the parent
- Modify an order to add a special discount
- Find out how many appointments are associated to an account
Client-side business logic (Resco Mobile CRM)
Resco mobile apps come with several levels of business logic.
- Built-in / hard-coded
- Reused server-side logic
- No-code logic using rules (Form, View, Calendar, Map, …)
We are continuously adding rules support to UI components. See Rules editor for more information about rules.
Rules are formed in a simple scripting language. Essentially, you combine conditions and steps.
You don't write scripts, you build them using buttons and selecting values from a drop-down menu. Use the dot notation to work with entity fields or object properties.
Objects in rules
Rules allow you to evaluate and modify parameters of various objects:
- Entity – edit/create/delete records
- Form – modify what's displayed on a form
- Tabs – modify all the tabs of a form
- Variables / shared variables – Save a value as a variable to use later in a rule, display, or use in a different rule
- Configuration – currently logged-in user, URL, online/offline status, etc.
- Relationship – determine whether a form is opened via associated view
Form rules describe sequences of steps that are executed on form-related events. They allow you to for example to customize edit form user interface (hide or disable fields, assign values, etc.). Here are some of the events available for forms:
- On Load
- These rules are checked when you open a form. You can use these rules for example to apply custom format to certain records.
- On Change
- These rules are checked when you open a form or modify any field. Example: simple form validation.
- On Save
- These rules are checked when you save a record. For example, saving a record can automatically also update a field in a parent record.
- On Can Execute
- Define when a form command is available for the user.
- On Execute
- Define the actions that the command performs.
These are some of the events that trigger rule execution for views.
- Row Script
- Define conditions when a specific row design should be used.
- On Save, On Change
- These events are used in conjunction with editable lists, where they play a similar role as on the form.
- Button Click
- Executed when a row button is clicked.
- Cell Click
- Executed when an editable or clickable cell is clicked.
Server-side business logic (Resco Cloud)
For some business logic scenarios, client-side implementation on the mobile device is not suitable. For these cases, we recommend using processes and plugins running on the server instead. Each backend server has its own specifics. On Resco Cloud, server-side business logic is managed using the Admin Console under Processes. The following options are available:
- Processes: low-code option using a scripting language similar to the one used in the Rules editor.
- Plugins: write custom C# code that can be launched from the processes.