Microsoft Dynamics/Power Platform admins: Action required for Resco Mobile CRM 18.2
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On Item Added
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| Rules and examples |
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Rules are client-side scripts (no-code business logic) that are executed when a user of the mobile app interacts with the app. The On Item Added rules are executed when a user adds a new appointment on the map. Often used for initialization, if you need to set some properties for the newly created appointment. Rules are managed using the rules editor, usually in Woodford.
On Item Added rules are only available in the: Route planning.
Example: Fill in the location of appointment created on Route Plan
Create variable and load reference from the appointment regarding account. If the variable contains data, assign the location from the account to the appointment location field.
