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Configuration (view source)

Revision as of 15:28, 30 September 2019

181 bytes removed ,  30 September 2019
configuration overhaul fall 2019
(configuration overhaul fall 2019)
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== User Experience ==
== User Experience ==


User Experience group houses the settings for customizing the user interface.
=== Forms ===


First subgroup contains settings for forms. User is able to set whether the forms are shown in full-screen mode, if a new flexible form UI is used or there’s an option to set the form’s list item scrolling to vertical or horizontal option.
* '''Full-Screen Forms''': Show forms in full-screen mode.
* '''Full-screen Forms''': Whether to show forms (on tablets) in full screen mode.
* '''Allow Form Resize''': Toggle between full-screen and compact (default) mode.  
* '''Allow Form Resize''': Whether to allow the user to toggle form's full-screen mode.
* '''Flexible Forms''': Use Flexible Forms UI. If disabled, tabs are automatically added to the form.
* '''Flexible Forms''': Whether to use new forms UI.
* '''Flexible Forms List Scrolling''': Use vertical or horizontal (default) scrolling list in Flexible Forms.
* '''Auto Form Grid''': The width in pixels after which a form will be switched to simple grid mode.
* '''Auto Form Grid''': The minimum width in pixels after which a form switches to the automatic grid mode.
* '''Flexible Forms use Vertical List''': Whether to use vertically scrolling list in new forms UI or horizontally (default).
* '''Save Button Action''': The form’s save button action. The default is SaveOnly (save the record, but the form remains visible) for new entity, SaveAndClose otherwise.
* '''Reload After Save''': Reload the form (re-read data) after Save.
* '''Show Collapse Button''': Show Collapse Button(s) in Flexible Forms. If disabled, Collapse Buttons are removed from Flexible Forms.
* '''Combined Booking Form''': (Dynamics Field Service only) Show the Work Order form on the Bookable Resource Booking Form.


Second subgroup gives user option to hide the list header, enable List Buttons or an option to allow Advanced Find. Also, user can enable an Incremental List Search or set the width threshold for switching to simple grid mode.
=== List ===
* '''Auto List Grid''': The width in pixels after which a list will be switched to simple grid mode.
* '''Auto List Header''': Whether to automatically show list header.
* '''Enable List Buttons''': Whether to show list row buttons.
* '''User's language Reports only''': Whether to show reports for user's language. Otherwise reports for all languages can be selected.
* '''Allow Advanced Find''': Whether the user can use Advanced Find and create custom personal views.
* '''Incremental List Search''': Whether to filter lists after every key stroke or whether to wait for the 'Enter' key.


Legacy settings are placed into the third subgroup.
* '''Auto List Grid''': The minimum width in pixels after which a list switches to the automatic grid mode.
* '''Use Legacy iOS WebView''': iOS: Whether to host iFrames in legacy UIWebView instead of default WKWebView.
* '''Auto List Header''': Show the automatic list header (displaying cell names and allowing for sorting).
* '''Use Chromium browser on Win7''': Win7 Desktop: Whether to use Chromium Embedded Framework browser instead of IE.
* '''Allow Advanced Find''': Use Advanced Find and create custom personal lists.
* '''Use Legacy Buttons''': Whether to use in-line buttons or legacy view buttons (iOS, Android).
* '''Incremental List Search''': Filter lists after every key stroke or wait for the ‘Enter’ key.
* '''Use Legacy Charts''': Whether to use HTML charts or legacy charts.
* '''Enable List Buttons''': Show list row buttons.
* '''Associated List Editable''': If True, the associated list is editable, i.e., users can create new records (only if the parent form is editable).  
* '''Use Legacy List Buttons''': (iOS, Android) Use in-line buttons or legacy list buttons.


Next subgroup contains settings for modifying the save behavior.
=== Home Screen ===
* '''Save Button Action''': The form's save button action. The default is SaveOnly for new entity, SaveAndClose otherwise.
* '''Reload After Save''': Whether to reload the form (re-read data) after Save.


The last subgroup of User Experience contains various options from the full-screen setting to GPS position accuracy.
* '''Show Map''': Show map(s). If disabled, map items are automatically removed from home screen.
* '''Desktop FullScreen''': Windows Desktop: Whether the App should run in FullScreen (true) or standard Window mode (false).
* '''Show Dashboard''': Show dashboard(s). If disabled, dashboard items are automatically removed from home screen.
* '''Desktop ScrollBar Width''': Windows Desktop: The width in pixels of the form scrollbars.
* '''Show Exchange Home''': Show Exchange Home item. If disabled, exchange items are automatically removed from home screen.
* '''Ask User Before Exit''': Windows Desktop: Whether the user confirmation is required to exit the App.
* '''Customize Home Screen''': Show the “Show/Hide entities” button in the app’s Setup section. If True, the user can show or hide entities from home screen directly in the app.
* '''Show Related Activities''': Whether to show Activities from related records. (Initial setting, user choice will be remembered.)
 
* '''Show Dashboard''': Whether to show dashboard(s).
=== Map, GPS ===
* '''Show Map''': Whether to show map(s).
 
* '''Map Pin Aggregation''': Whether to allow the pin aggregation on the map.
* '''Map Pin Aggregation''': Allow the pin aggregation on the map (aggregate pins from the same approx. area).
* '''Map Pin Expansion''': Whether to allow the pin expansion on the map.
* '''Map Pin Expansion''': (iOS) Allow the pin expansion on the map (show contact details for related record).
* '''GPS Position Accuracy''': The default accuracy (in meters) when resolving the current position.
* '''GPS Position Accuracy''': The default accuracy (in meters) when resolving the current position.
* '''GPS Position Age''': The default maximum age (in seconds) of the last result when resolving the current position.
* '''GPS Position Age''': The default maximum age (in seconds) of the last result when resolving the current position.
* '''Combined Booking Form''': Whether to show the Work Order form on the Bookable Resouce Booking form
* '''Use Legacy PDF Viewer''': Android Only. Whether to use the legacy PdfJS viewer or the native pdf viewer
* '''Barcode Length''': The required length of all scanned barcodes. 0 - any length is acceptable
* '''Assoc List Editable''': Whether the associated list is editable (can create new records) only if the parent form is editable.
* '''Disable prompt for Record Type: Salesforce''': Whether application should disable automatic prompt for record type when user created new record.
* '''Disable multi-layout support: Salesforce''': Whether application should disable automatic showing/hiding of form sections based on Salesforce layout configuration.
* '''Prefer Salesforce Files over Attachments: Salesforce''': Application will use Files as default entity for generated content such as Mobile Reports.


== Data ==
=== Legacy ===
Data group provides all options for handling the data, attachments, photos and databases.
 
* '''Use Legacy Charts''': Use HTML charts or legacy charts.
* '''Use Legacy PDF Viewer''': (Android only) Use the legacy PdfJS viewer or the native PDF viewer.
* '''Use Legacy iOS WebView''': (iOS) Compatibility switch: Select engine hosting in-app iFrames. WKWebView (default) is newer, faster, more secure. Use legacy WebView if your scripts rely on older features unsupported by WKWebView.
 
=== Other settings ===
 
* '''Show Related Activities''': (Only applies for related activity list.) Show Activities from related records. (Initial setting, user choice will be remembered.)
* '''Barcode Length''': The required exact length of all scanned barcodes (0 – any length is acceptable).
* '''User's language Reports only''': Show reports only for user’s language (current application language). Otherwise reports for all languages can be selected.
 
=== Windows ===


First subgroup enables the user to allow or prohibit the mobile users to hide entities or show/hide the “Delete Data” button.
* '''Desktop FullScreen''': The app should run in full-screen (true) or standard windowed mode (false).
* '''Client Customize''': Allow the mobile user to hide entities in the App Setup section. This setting does not use the Lock checkbox. If you leave the Value checkbox ticked, users will be able to use the Data part of the Setup and enable/disable entities. If you clear the Value checkbox, users will not see the Data part anymore and will not be able to enable/disable entities.
* '''Desktop ScrollBar Width''': The width in pixels of the form scrollbars.
* '''Hide Locked Settings''': Whether locked config options in SetupForm should be disabled or hidden.
* '''Ask User Before Exit''': User confirmation is required to exit the app.
* '''Allow User to Delete Data''': Show/Hide the 'Delete Data' button in the App Setup section.
* '''X Use Chromium Browser''': Switches between two browser implementations. By default, (obsolete) Internet Explorer is used to render in-app Iframes instead of (modern) Chromium Embedded Framework.


User can set the maximum size of the attachments to be created, captured photos, quality of captured videos or allow/prohibit photo cropping in the second subgroup.
== Salesforce only ==
* '''Max Upload Attachment Size''': The maximum size of attachment (notes, email attachment) in bytes that can be created in the App.
* '''Capture Photo Size''': The default photo size for photos taken in the App.
* '''Max Export Records''': The maximum number of records to export (in the 'Export' command). -1 - no limit.
* '''Audio/Video recording quality''': The recording quality for audio or video taken in the App. (Affects file size!)
* '''Allow Photo Cropping''': Whether to show the photo cropping step after a photo is taken.
* '''Save Signature As PNG''': Whether to store signature as vector SVG image or PNG.


Third subgroup provides a possibility to allow/turn off the encryption or use Sql Like Optimization.
* '''Disable prompt for Record Type''': Disable automatic prompt for record type when user creates a new record.
* '''Use Database Encryption''': Whether to encrypt the device database that stores the offline CRM data. This setting does not use the Lock checkbox, as this setting is not available on the Mobile CRM Setup. Local database is encrypted by default on the mobile devices. It can be disabled though.
* '''Disable multi-layout support''': Disable automatic selection of forms based on Salesforce Layout Configuration. This also disables support for Picklist Values based on Record Type.
* '''Use Sql Like Optimization''': Using this (SQLite) optimization can increase the BeginsWith operator performance for large data sets. (E.g., speeds up incremental search.)
* '''Prefer Salesforce Files over Attachments''': Use Files as default object for generated content such as mobile reports and scanned business cards (CamCard). The Attachment object is used by default.


Last group houses settings for using of the Entity and Attribute map and [[Duplicate detection]]
== Dynamics only ==
* '''Use Entity & Attribute Map''': Whether to use the Entity and Attribute Mappings (configured in CRM) when creating a new record. If you have an automatic field mapping set up on the CRM server, this parameter will enable the same functionality in the Mobile CRM application.
* '''Duplicate Detection''': Whether to use [[duplicate detection]] when creating a new record.
* '''Auto Save Product Detail''': Whether to edit the sales product detail entity directly or to apply changes on save.
* '''Ignore Missing Process Flow''': Whether to show an error if the Business Process Flow is not found.


== Synchronization ==
* '''Use Entity & Attribute Map''': Use the Entity and Attribute Mappings (configured in CRM) when creating a new record.
* '''Duplicate Detection''': Use duplicate detection rule (configured in CRM) when a new record is saved to identify possible duplicate.
* '''Ignore Missing Process Flow.''': If false, error is shown if the Business Process Flow is not found.
* '''CRM Login for Exchange''': Automatically use user’s CRM login for Exchange login.


This group contains the options for setting up the [[synchronization]].
== Data ==
=== Attachments, Media ===


First subgroup enables user to set maximum number of records per entity to download, maximum size of downloaded attachment or email text sync.
* '''Max Upload Attachment Size''': The maximum size of an attachment (documents, notes, email attachments) in bytes that can be created, captured, or attached in the app.
* '''Sync Shared Records''': Whether to sync shared records.
* '''Capture Photo Size''': The maximum photo size for photos taken in the app. Larger photos are automatically resized (aspect ratio is respected). Applies to capture from Mobile CRM app.
* '''Sync Email as Text''': Strips HTML from CRM emails during synchronization. Database space optimization.
* '''Audio/Video recording quality''': The recording quality for audio or video taken in the app (affects file size!). (Recording quality depends on specific device.)
* '''Max Sync Records''': The maximum number of records per entity to download. This is a hard limit. Designing more restrictive sync filters is a better way to reduce the App data.
* '''Allow Photo Cropping''': Show the photo cropping step after a photo is taken.
* '''Max Attachment Size''': The maximum size of attachment (notes, email attachments) in bytes to be downloaded during sync.
* '''Save Signature As PNG''': Store the signature as an SVG (vector image) or a PNG (bitmap image).
* '''Background Download''': Always download records in background.
* '''Plain text file viewer encoding''': (Windows 10) Specify preferred encoding when viewing plain text attachments.


This subgroup has the settings for lock during the sync or RowVersion change tracking. In case of needing to make changes, it’s advised to contact support (changing these options usually helps in troubleshooting specific issues).
=== Delete Behavior ===
* '''No Lock During Sync''': (Contact support before use!) Whether the server should take no lock during read. Prevents deadlocks, but can cause read of uncommitted dirty data.
* '''Send empty Picklist as Null''': (Contact support before use!) Whether to send empty picklist value as Null (default is false, empty is sent as -1).
* '''RowVersion Change Tracking''': (Contact support before use!) Uses a more precise method for tracking server changes.


Similarly to the previous subgroup, setting in this group should be changed only after contacting support (same as above).
* '''Allow User to Delete Data''': Show/Hide the ‘Delete Data’ button in the app Setup section.
* '''Use Linked Sync Filter''': (Contact support before use!) Whether to use linked sync filter in incremental sync.
* '''Cascading Delete''': If set to ‘True’, deleting a record also deletes its child records and attachments.
* '''Multi Thread Sync''': (Contact support before use!) Use multiple threads for faster sync. This setting does not use the Lock checkbox, as this setting is not available in the Mobile CRM Setup. This option is enabled by default, but if users experience synchronization problems, it can be turned off.
* '''Cascading Remove Link''': If set to ‘True’, deleting a record also removes any link to that record. (All lookups pointing to that record are set to null.)
* '''# Records / UploadRequest''': (Contact support before use!) The maximum number of upload requests sent to Server in one batch.
* '''Disable Sync Analyzer''': (Contact support before use!) Analyzer detects tables for which the download of the full table content is more efficient than the incremental sync.
* '''Full Sync on Schema Change''': (Contact support before use!) Whether to force full sync on schema change. (I.e. when a new customization changes entities/fields.)
* '''Diagnostic Sync Logs''': Whether to produce diagnostic output from synchronization.
* '''Log Conflict Details''': Whether the sync log should list client data changes along with logged conflict. For entities with [[Conflict resolution|conflict handling]] set to User Action.
* '''Send Error Logs via Resco''': Forces error logs to be sent via Resco web service instead of native email client
* '''# Emails / Download batch''': (Contact support before use!) The maximum number of emails to download in one batch.


The last subgroup deals with auto sync settings. For more information, see [[Automatic synchronization]] or read our [http://blog.resco.net/2014/08/13/automatic-synchronization/ blog]. {{Badge|Blog}}
=== Other settings ===
* '''Auto Sync''': Setup automatic synchronization. (Never, On App start, After entity form save action)
 
* '''Auto Sync Delay''': Synchronizes every X seconds even if no local changes were made. 0 - disabled
* '''Use Sql Like Optimization''': Using this (SQLite) optimization can increase the BeginsWith operator performance for large data sets. (E.g. speed up incremental search.)
* '''Auto Sync in Online''': Synchronizes after X seconds after a change is made in Online Mode. 0 - disabled
* '''Max Export Records''': The maximum number of records to export (in the ‘Export’ command), (-1 – no limit).
* '''Background File Sync''': Always download attachments in background. Sync does not wait for attachment download completion.
* '''Hide Locked Settings''': Locked options in the Configuration section in Mobile Project are hidden in app’s Setup form.
* '''Sync Azure Attachments''': Whether to use special method to download note attachments stored in azure blob storage.
* '''Auto Save Product Detail''': Sales product detail entity (e.g. order product) can be saved immediately to database or only after parent form (e.g. order) is saved.
* '''Cascading Delete''': Deleting a record implies deleting also its children and attachments.
* '''Cascading Cleanup''': When deleting a record all lookups pointing to that record are set to null.
* '''Chronological Upload Order''': Whether sync uploads entity records in the order in which they were created / deleted / changed for the 1st time. Same entity only.
* '''SharePoint REST API''': Whether to use new SharePoint REST API or standard web-service.
* '''User can Ignore Sync Errors''': Whether to allow the user to 'resolve' sync error with ignore.
* '''Show Sync Warnings''': Whether to show sync warnings alert or just put them to the sync log.
* '''Field Level Permissions''': Whether to enabled field level permissions. Requires a full sync.
* '''Remote Conflict Resolution''': Whether the sync should check for remote [[conflict resolution]] (done in Woodford's [[Sync Dashboard]]).
* '''Legacy Marketing Sync''': (Contact support before use!) Whether to use legacy marketing list member sync algorithm.


== Security ==
== Security ==
=== Passwords ===
* '''Save Password''': If password is not stored, password entry is required each time the app is opened or maximized.
* '''Require Sync Login''': Sync dialog with login details (URL, username, password) is displayed before the sync. Disabling this option effectively enables background sync.
=== Certificates ===


Security group has couple options for customization security, sync logins and password saving.
* '''Save Password''': Whether password entry is required each time the App is run.
* '''Verify Server Certificate''': Refuses server connection if the HTTPS certificate is invalid or self-signed.
* '''Verify Server Certificate''': Refuses server connection if the HTTPS certificate is invalid or self-signed.
* '''Pinned Server Certificate''': Refuses server connection if the HTTPS certificate does not match SHA1 fingerprint [5A D5 58 21 9D 72 19 8B 6C A5 E6 3D 1F 96 6F 22 95 C3 D1 14].
* '''Pinned Server Certificate''': Refuses server connection if the HTTPS certificate does not match SHA1 fingerprint [5A D5 58 21 9D 72 19 8B 6C A5 E6 3D 1F 96 6F 22 95 C3 D1 14] (Public key fingerprint encoded into hexadecimal strings.)
* '''Require Sync Login''': Whether password entry is required each time the App is synchronized.
 
=== Other settings ===
 
* '''Use Database Encryption''': Encrypt the device database that stores the offline CRM data.
* '''Enable Customization Security''': Enables the Offline HTML and customization files content verification.
* '''Enable Customization Security''': Enables the Offline HTML and customization files content verification.
* '''OAuth Offline token age''': Lifetime of the OAuth offline token in seconds. 0 - unlimited. Default: 0.
* '''OAuth Offline token age''': Lifetime of the OAuth offline token in seconds (0 – unlimited. Default: 0). (Min is 0, Max is 2147483647.)


== Online Mode ==
== Online Mode ==


Online Mode group contains settings for Online and Offline modes.
* '''Online Mode''': Set when the Online mode option is available or activated. (Always-runs always in online mode, WifiOnly-runs in online mode when the device is connected to internet via Wi-Fi, Manual-switch between Online and Offline manually, Never-online mode is always switched off.)
* '''Online Mode''': Setup when to work in Online mode.
* '''Allow User Mode Switch''': The user can toggle between online and offline mode via a button.
* '''No Lock in Online''': (Contact support before use!) Whether the server should take no lock during read. Prevents deadlocks, but can cause read of uncommitted dirty data.
* '''No Lock in Online''': (Dynamics only) Server should take no lock during read. Prevents server deadlocks but can read uncommitted dirty data.
* '''Sync before going Online''': Whether to synchronize before going into Online Mode.
* '''Sync before going Online''': Sync before going into Online Mode.
* '''Sync before going Offline''': Whether to synchronize before going into Offline Mode.
* '''Sync before going Offline''': Sync before going into Offline Mode.
* '''Allow User Mode Switch''': Whether the user can change online/offline mode via button.


== PIM/Email ==
== PIM/Email ==
This group offers user to set reminders, show/hide personal events, contacts, whether to show emails as original HTML and setting of the CamCard ApiKey.
=== Reminders, Calendars, Contacts, Emails ===
 
* '''Use Reminders''': Use the device’s notifications for configured entities. Configure in Events & Reminders section.
* '''Show Personal Events''': Show personal events from personal calendar (system calendar) in the App Calendar.
* '''X Show Personal Contacts''': Show personal contacts in the app, in a merged view with CRM records (contact entity).
* '''Send Meeting Invitations''': Send meeting invitations when Appointment is modified.
* '''Use CRM Email''': When sending emails use CRM email (email entity) or device’s email application (not supported for Salesforce).
* '''X HTML Emails''': Show emails as HTML or plain text. (Applies to CRM emails where HTML wasn’t stripped off. Google, Exchange, and Salesforce emails are always shown as HTML.)
* '''Create 'Phone Call' record''': Show the new Phone Call form after a call that was started from the app (call button was pressed).
* '''Calendar Week Rule''': The rule for calculating Week Number (0-Auto, 1-FirstDay, 2-FirstFullWeek, 3-FirstThursday) (ISO8601).
* '''Mark Email Read After''': Number of seconds to wait before an email is marked as read (-1 for never).
* '''Email Signature''': Email signature added at the end of new email.
 
== Integrations ==
=== Google ===
 
* '''Enable Google''': Show/hide the ‘Google Connect’ button in the app’s Setup section.
* '''Google Drive Root Folder ''': Root folder for files related to CRM records. Must begin with ‘/’.
* '''Google API Key''': (Windows only) Google Maps API key used by the map. Generate it via Google API Console.
 
=== Exchange ===


* '''Use Reminders''': Uses the device notifications for CRM configured entities. Configure in Reminders section.
* '''Enable Exchange''': Show/hide the ‘Exchange Connect’ button in the app’s Setup section.
* '''Show Personal Events''': Whether to show personal calendar events in the App Calendar.
* '''Show Personal Contacts''': Whether to show personal contacts in the App merged with CRM records.
* '''Send Meeting Invitations''': Whether to send meeting invitations when Appointment is modified.
* '''Use CRM Email''': When sending emails use CRM email or device email application.
* '''HTML Email''': Whether to show emails as original HTML or converted to text. (Applies to CRM emails for which HTML wasn't stripped off. Google/Exchange emails are shown as HTML always.)
* '''Create 'Phone Call' record''': Whether to show the new Phone Call form after a call that was started from the App.
* '''CamCard ApiKey''': The api key you got from CamCard.com for using the Business Card scanner application
* '''CamCard Save Image''': Whether to save the image of the business card as attachment
* '''Calendar Week Rule''': The rule for calculating Week Number, 0-Auto, 1-FirstDay, 2-FirstFullWeek, 3-FirstThursday (ISO8601)
* '''Mark Email Read After''': Number of seconds to wait before e-mail is marked as read. -1 for never.
* '''Email Signature''': E-mail signature added at the end of new email
* '''CRM Login for Exchange''': Whether to automatically use user's CRM login for Exchange login
* '''Exchange Server URL''': Exchange Server URL. Leave blank for Exchange Online.
* '''Exchange Server URL''': Exchange Server URL. Leave blank for Exchange Online.
* '''Show Exchange Home''': Whether the exchange home item is visible.


== Accounts ==
=== Sharepoint ===
The last group deals with the account setup, root folders for Dropbox or OneDrive or setting up of the Google API key(disabling or locking any of these options will hide them in MCRM app’s Setup).
 
* '''Enable SharePoint''': Show/hide the ‘SharePoint Connect’ button in the app’s Setup section.
* '''SharePoint REST API''': Use the new SharePoint REST API or standard web-service.
 
=== Dropbox ===
 
* '''Enable Dropbox''': Show/hide the ‘Dropbox Connect’ button in the app’s Setup section.
* '''Dropbox Root Folder''': Root folder for files related to CRM records. Must begin with ‘/’.
 
=== Box ===
 
* '''Enable Box''': Show/hide the ‘Box Connect’ button in the app’s Setup section.
* '''Box Root Folder''': Root folder for files related to CRM records. Must begin with ‘/’.
 
=== OneDrive ===
 
* '''Enable OneDrive''': Show/hide the ‘OneDrive Connect’ button in the app’s Setup section.
* '''OneDrive Root Folder''': Root folder for files related to CRM records. Must begin with ‘/’. OneDrive for Business: For other than user’s default drive, enter drive’s ID as prefix separated by a colon, e.g. ‘SharedDriveId:/MyFolder/’
 
=== Universign ===
 
* '''Use Universign sandbox''': Use a sandbox environment when connecting to Universign services.
 
=== DocuSign ===
 
* '''Enable DocuSign''': Show/hide the ‘DocuSign Connect’ button in the app’s Setup section.
* '''Use DocuSign sandbox''': Use a sandbox environment when connecting to DocuSign services.
* '''Docusign Integrator Key''': DocuSign Integrator (API) Key, created in DocuSign Admin console.
* '''Docusign Secret Key''': DocuSign Secret Key, generated under Integrator Key settings.
 
=== CamCard ===
 
* '''CamCard ApiKey''': The API key for using the business card scanner application (CamCard app integration). Obtain it via CamCard.com
* '''CamCard Save Image''': Save the image of the business card as attachment.
 
=== Maps ===
 
* '''Bing Maps API Key''': (Windows 10) Bing Maps API key used by the map list. Generate it on Bing Maps portal.
* '''Mapbox Access Token''': Access token for Mapbox maps. Needed for Mapbox integration offering offline maps, custom layers and custom maps.
 
== Offline Data Sync ==
=== Background Sync ===
 
* '''Auto Sync''': Set up automatic sync (Never, On App start, After entity form Save or Delete action). Background sync needs to be enabled.
* '''Auto Sync Delay''': Launches sync every X second. Even if no local changes were made (0 – disabled). Background sync needs to be enabled.
* '''Auto Sync in Online''': Launches sync after 10X seconds when a change was made in Online Mode (0 – disabled). Background sync needs to be enabled.
* '''Background Download''': Always download records in background. If True, foreground sync switches to background after executing upload & customization update. No impact for background sync.
* '''Background File Sync''': Always download attachments in background. If True, foreground sync does not wait for attachment download completion. No impact for background sync.
 
=== Sync Data ===
 
* '''Sync Email as Text''': Strips HTML from CRM emails during sync. Database space optimization.
* '''Max Sync Records''': Max number of records per entity to download. This is a hard limit that violates data integrity. (More restrictive sync filter is a better way to reduce app data.)
* '''Max Attachment Size''': Max size of an attachment (documents, notes, email attachments) in bytes to be downloaded during sync. Larger attachments can be downloaded on user request.
* '''Sync Shared Records''': (Dynamics only) Sync shared records. (Shared records are always downloaded during full sync. Incremental sync updates shared records only when this setting is ON.)
* '''Sync Azure Attachments''': (Dynamics only) Use special method to download note attachments stored in Azure blob storage. (Requires Azure blob store plugin from Jenkins.)
* '''Field Level Permissions''': (Dynamics only) If True, field level permissions set in Dynamics CRM are respected also in the mobile app.
 
=== Sync Errors ===
 
* '''User can Ignore Sync Errors''': Sync Errors form: Allow the user to ‘resolve’ sync error with Ignore.
* '''Show Sync Warnings''': Show sync warnings alert after sync completion or just silently write them to the sync log. (In case of multiple warnings only the first one is shown.)
* '''Diagnostic Sync Logs''': Produce extended diagnostic output from sync.
* '''X Log Conflict Details''': Sync log should list client data changes (modified properties & their new values) along with logged conflict. For entities with conflict handling set to User Action.
* '''Remote Conflict Resolution''': Sync should check for remote conflict resolution (done in Woodford’s Sync Dashboard).
* '''Send Error Logs via Resco''': If True, error logs will be sent via Resco web service instead of native email client. Use when native client truncates email messages.
 
=== Sync Advanced (contact support before use!) ===
 
* '''Chronological Upload Order''': Sync uploads entity records in the order in which they were edited (created/modified) first time. (Default is order by last modification date.) Defines upload order of the records within the same entity; not the order of entities.
* '''# Records / UploadRequest''': Max number of upload requests sent in one batch to the Server.
* '''Disable Sync Analyzer''': Analyzer is an optional module that detects tables for which it is faster to download full content instead of executing incremental sync. (May improve sync times if server has many changes.)
* '''Use Linked Sync Filter''': Use linked sync filter in incremental sync. Defines ‘Project Default’ option for entity ‘Incremental Linked SyncFilter’ setting.
* '''# Emails / Download batch''': Max number of emails to download in one batch (20-500). Emails have separate limit (other entities use batch size 500) because they can carry large data.
* '''No Lock During Sync''': (Dynamics only) Server should take no lock during read. Prevents server deadlocks but can read uncommitted dirty data.
* '''Send empty Picklist as Null''': (Dynamics only) Send empty picklist value as Null. (Default is ‘False’, i.e. empty value is sent as -1.)
 
=== Sync, Legacy settings (Do not change without a reason!) ===


* '''Allow Google Connect''': Show/Hide the 'Google Connect' button in the App Setup section.
* '''Multi Thread Sync''': Use multiple download threads for faster sync.
* '''Google Drive Root Folder''': Root Folder for CRM record's related files. Must begin with '/'
* '''Full Sync on Schema Change''': Force full sync when a new customization changes entities/fields. (Default: database schema is updated, and incremental sync executed.)
* '''Allow Exchange Connect''': Show/Hide the 'Exchange Connect' button in the App Setup section.
* '''RowVersion Change Tracking''': (Dynamics only) Uses a more precise method for tracking server changes. (Alternative is modifiedon date.)
* '''Allow SharePoint Connect''': Show/Hide the 'SharePoint Connect' button in the App Setup section.
* '''Legacy Marketing Sync''': (Dynamics only) Use legacy marketing list member sync algorithm.
* '''Allow DropBox Connect''': Show/Hide the 'DropBox Connect' button in the App Setup section.
* '''Dropbox Root Folder''': Root Folder for CRM record's related files. Must begin with '/'.
* '''Allow OneDrive Connect''': Show/Hide the 'OneDrive Connect' button in the App Setup section.
* '''OneDrive Root Folder''': Root Folder for CRM record's related files. Must begin with '/'. OneDrive for Business: For other than user's default drive, enter drive's ID as prefix separated by a colon, e.g.'SharedDriveId:/MyFolder/'
* '''Allow Box Connect''': Show/Hide the 'Box Connect' button in the App Setup section.
* '''Box Root Folder''': Root Folder for CRM record's related files. Must begin with '/'.
* '''Google API Key''': Windows Desktop: Google Maps API key used by the map view. Generate it on Google API Console.
* '''Bing Maps API Key''': Windows 10: Bing Maps API key used by the map view. Generate it on Bing Maps portal.
* '''Mapbox Access Token''': Access Token for Mapbox maps. Needed for custom maps.
* '''Allow Universign Connect''': Show/Hide the 'Universign Connect' button in the App Setup section.
* '''Show/Hide the 'Universign Connect' button in the App Setup section''': Use sandbox environment when connecting to Universign services.
* '''Allow DocuSign Connect''': Show/Hide the 'DocuSign Connect' button in the App Setup section.
* '''Use DocuSign sandbox''': Use sandbox environment when connecting to Docusign services.
* '''Docusign Integrator Key''': Docusign Integrator (API) Key, created in Docusign Admin console.
* '''Docusign Secret Key''': Docusign Secret Key, generated under Integrator Key settings.


== Technical details ==
== Technical details ==
Retrieved from "https://docs.resco.net/wiki/Special:MobileDiff/1083"

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