Releases/Winter 2021

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Releases
Preview release
Production releases

The Winter 2021 release (14.3) was released on December 11, 2021.

Platform

Tree view improvements

  • You can now add tree views as a tab on forms.
  • You can create records directly from the tree view, using the plus button in each line.

Simpler form rules

You can now save time and space when writing form rules. Until now, it was necessary to disable fields one by one. With this release, you can enable or disable all fields on a form tab with one step:

Tabs.Address.IsEnabled Assign False

The IsEnabled variable is available for basic form tabs used to display entity fields (created via Add Detail button) such as General or Address, but not for different types of tabs, such as maps or associated lists.

Pay with Resco (preview)

Here at Resco, we see payments as an important part of the field processes. In this release, we are previewing the option to pay with Stripe from Resco mobile apps. Contact your Business Development Manager at Resco for more information.

Add multiple records to associated view

You can now manage associated records in bulk. On your form, go to the Associated tab properties and on the Properties tab, enable Add Multiple Existing.

Add multiple existing.png

This feature is available as long as the parent entity has a single entity as its target. For example, if you have an associated list with activities Add Multiple Existing is not available.

Integrations improvements

Resco Cloud Integrations functions with Business Central and other systems have received further improvements.

Sync direction
For each entity, you can set up whether to synchronize records in both directions, upload only, or download only.
Distinct sync filter for upload/download
You can now configure a separate sync filter for download and upload. This improvement also solves problems like syncing two external entities with one entity on Resco Cloud.
Microsoft Dynamics 365
We have documented some specifics related to using the Integrations feature for connecting to Dynamics.

Resco Cloud connector

A new version of the Resco Cloud connector for Power Automate is being reviewed by Microsoft, with the following new features:

  • List questionnaires - returns a list of questionnaires
  • Get questionnaire - returns a list of answers for the selected questionnaire
  • Trigger - create a trigger for create/update/delete operations
  • Generate report - generate a report, just like in the mobile app

Resco Cloud Connector Q4 with new features.png

Web triggers for REST API

Resco Cloud REST API now supports webhooks.

CreateWebhook: /$hook?$entity={entity}&$action={action}

  • entity: entity name
  • action: one of [Create | Update | Delete]
  • POST BODY: <Url><CallbackUrl>URL to invoke</CallbackUrl></Url>
  • RESPONSE HEADER: Location: URL to delete webhook

The BODY of the request to the external URL is in JSON format: '{ "id": "record id" }'

Web triggers for OData

Resco Cloud OData API now supports webhooks.

CreateWebhook: /$hook?$entity={entity}&$action={action}

  • entity: entity name
  • action: one of [Create | Update | Delete]
  • POST BODY: { CallbackUrl: "URL to invoke" }
  • RESPONSE HEADER: Location: URL to delete webhook

The BODY of the request to the external URL is in JSON format: '{ "id": "record id" }'

Record Type translations support for Salesforce

Resco mobile apps now respect Record Type translations as defined in the translation workbench and display properly localized Record Type names when creating new records or when the record type field is displayed on an entity form.

Support for working with marketing campaign members for Salesforce

We added some handy automation and validations when working with defining or modifying CampaignMember records. The status picklist now offers only options defined in CampaignMemberStatus, new records have properly set default statuses and validation of required fields are in place.

Inspections

Buttons and reports

When designing a questionnaire template in Questionnaire Designer, the button component has now an additional configuration available. When you select the Run mobile report, View mobile report, or Complete with report action, you can now select which report to show.

Select which report to run in a button.png

Import questions from images/PDF documents

In the previous release, we have introduced the option to import questions from a specially formed Excel/CSV document. In this release, you can import any image or PDF document. Using a cloud service, we parse the document to identify questions; then we import them into Questionnaire Designer.

This function uses Amazon Textract for parsing documents. The file should be no more than 10 pages long and its size less than 10 MB. See also the limitations of the service, such as supported languages. You can convert some pages for free. If you need more, set up an AWS account and activate Textract; you can then enter your Amazon credentials in the Questionnaire Designer.

Questionnaire records are easier to reference

Across the whole suite of Resco tools (Woodford, Report Designer, etc.) it is now much easier for admins to choose the exact questionnaire record, be it a rules editor, sync filter, or mobile report sources and variables. Every lookup now differentiates between templates, answers, and snippets automatically. For templates and snippets, their version is also visible.

Simpler questionnaire record selection.png

Schedule Board improvements

Working hours
You can configure the different sets of working hours and assign them as the default for your organization or individually for each resource.
Start Schedule Board from work order form
You can now start the Schedule Board directly from the work order form:
  1. Click the plus button on the work order schedules associated list.
  2. If you have multiple schedule boards set up, you can select which one to use.
  3. The schedule board starts with a custom filter and focus on the work order.
Schedule Board declutter
Based on your feedback, we took a hard look at the Schedule Board user interface, moving controls around to be more intuitive and even hiding/removing some rarely used functions. Some settings were moved to the configuration in Woodford.

resco.FieldService

Geo-fencing
When the field worker starts the work on a work order, the app will verify if the worker is near the asset location.
The new Minimum Distance field on the work order entity tells the system how close must a field worker be to a work order location to be able to change the status of the work order schedule. Set to null if you don't want to use this feature.
This feature is implemented as a Button Click rule on the work order schedule entity.
Functional locations
You can organize your assets under functional locations. Often, this will be an industrial zone, a building, or a building floor. Functional locations can include a map or a floor plan, with editable pins for asset locations. In this way, field workers can quickly locate the asset they need to fix.

Asset tree with functional locations.png

resco.Houston

  • Guide editors have now more control over how images are displayed: fill (portions of the image might be hidden depending on the size of the screen) or fit (ensures that all parts of the image are visible).
  • Mobile users can leave feedback on guides.
  • Library of guides now respects user role privileges, e.g., if you don't have the right to create guides, the plus button is not shown.
  • The mobile app has been refactored to increase performance and stability, reduce memory consumption, and make future improvements easier.
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