Publishing app projects

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Publishing is the process of making an app project available for use in Resco mobile apps.

Publish.png

Publish

Once you are done editing your app project in Woodford, you need to save and publish the project. Click Publish and wait for the process to finish. If the published project has the highest priority of all available projects for a particular user role, those users will now receive the updated project during synchronization.

Publish all projects

This button is useful if you are using project hierarchy. Any change in the parent project requires that all child projects are republished. To save you unnecessary clicking and to ensure that you don't accidentally omit one of the child projects, use the Publish All button.

For more information, see the feature introduction Webinar

Validate

When publishing, app projects are first validated, i.e., the system verifies that the app can successfully run the project. Validation also launches whenever you publish a project.

Publishing with older version

If you publish an app project with a newer Woodford version than is the mobile app version of your users, synchronization may fail with the error Unsupported metadata version. In this case, you have two options:

  • Ask your mobile users to upgrade to the most recent version of the mobile app.
  • Republish the project with an older release version. As Publish Version, select a version compatible with your mobile apps, then click Publish.

When you decrease the app version while publishing, most (*) of the new Woodford features are removed from the published project, even if you enabled them in your project. This is because the older version of the Resco mobile apps is not able to use these features, as they are not yet implemented in the version of the app used on devices.

*Some features are not removed; for example, Execute JS from rules. In this case, either remove the new functions from the project or make users to update their apps.

If you're not sure what version of Resco mobile apps are your users working with, you can find this information on the device control screen, in the AppVersion column. Of course, you also need to check the Synchronized on column. When users reinstall Resco apps, the device ID changes, i.e., the same device can be listed more than once. Check only the latest occurrence per user.

Resco Mobile CRM is compatible with several MDM providers that can control the deployment of newer app versions to all managed devices.

Permissions

Accessing any app project via the mobile app requires that the mobile user has a set of permissions (see below). When you publish an app project, Woodford will verify that all security roles associated with the project have the permissions necessary to access it. If not, you have two options:

  • Let Woodford modify the security roles to include the needed permissions. Users gain access to custom Resco entities necessary for Resco mobile apps to function correctly.
  • Do not modify any permissions. In this case, you need to grant an additional “Resco MobileCRM” security role (which has the minimum required permission set) to all users of Resco mobile apps with this project. This is done on your backend server; for example, in the case of Resco Cloud, this is done using the Admin Console.

These are the necessary permissions:

  • Read permission: AppProject entities (resco_mobiledata, resco_mobileproject), resco_mobilelicense (for backup license verification while the Resco licensing service is down), resco_mobilereport
  • Write (possibly including append, appendto, create, delete) permissions:
    • resco_mobileaudit, resco_mobiledevice, resco_mobiletracking, resco_favorite, resco_devicecontrol, resco_mobilesecuritypolicy
    • chat entities (resco_chatcomment, resco_chatpost, resco_chattopic, resco_chatuser)

Additional entities for Resco Cloud:

  • Read: organization, businessunit, role, team, activitypointer, activityparty, roleprivileges, mobilelocalization, resco_workflowlog
  • Read/Write: systemuser
  • Read/AppendTo: transactioncurrency

User permissions are relevant for Resco Cloud and Dynamics. On Salesforce, the integration is somewhat different, app projects reside on Resco Cloud and Resco Cloud roles are generated automatically when updating metadata.

Authentication error

If you run into an authentication error while publishing while using location tracking, see the following tips.

Troubleshooting: no project changes after publish

You might have encountered the following situation: You published an app project in Woodford, but when users synchronize their app, the changes are not applied. So what can you do? Should the app misbehave like this? When you publish a project, even without any change, the user should see the message “Application was updated” after the synchronization.

Application was updated.png

If this doesn’t happen but the synchronization itself was successful, without any error, something is wrong. Fortunately, there are 3 basic things you are able to check and fix easily by yourself.

Check security role assigned to the project

The first thing you should check is the security role, or roles, assigned to the project. You need to make sure that the user’s security role is assigned to the project. Select the app project in Woodford, click Properties and verify whether you’ve checked the required roles.

Check security roles.png

Check users with relevant access rights

Another option is to check the list of users who have the security role assigned to the project. To do so, select the app project and click Show Users. If users who cannot see the changes are not listed, it means they don’t hold the required security role.

Show app project users.png

However, if the user has a relevant security role, there might be another basic catch causing the app to not reflect the changes made in the project.

Modify project priority

Click Check User and enter the user's name. You will see a list of projects assigned to the roles of the user. If you can see more than one project, make sure that the one, which you want the user to access has the highest priority number. If it doesn’t, you need to update the project and increase its priority number.

Check user.png

Remember to publish the project after each change.

Advanced: licensing server access

If all the above is set as it should be and the changes are still not being reflected after syncing, verify that the user can access to Resco's licensing server (https://iservices.resco.net) from the device.

To verify this:

  • Start the browser on the device.
  • Go to https://iservices.resco.net.
  • Check the result. The page should say simply "Resco Mobile CRM" on a white page.
    Iservices success result.png

If the result on the user's device shows something else, you need to make this URL available to the user or contact us to enable offline licenses.

Advanced: check the log

If none of the above helped, ask the user to send you (or your support provider) the log from Resco Mobile CRM’s About section.

At the same time, let the support provider know which of the aforementioned tips have you already tried and what were the results. Then the support can immediately start investigating the more complex parts of the log so that they are able to find the right solution to your problem faster.

See also