9,275
edits
Join the Power Platform Masterclass #2 starting April 23
m (fix blog link) |
|||
(27 intermediate revisions by the same user not shown) | |||
Line 1: | Line 1: | ||
{{Branding TOC}} | {{Branding TOC}} | ||
[[Resco Mobile CRM]] offers several ways how to work with images. Broadly speaking, there are two large groups of images: | [[Resco Mobile CRM]] offers several ways how to work with images. Broadly speaking, there are two large groups of images: | ||
* ''' | * '''Dynamic images''' are related to a particular record in your database, such as the photos of your contacts, signatures on an order, or photos of broken machinery collected during an inspection. | ||
* '''Project images''' are related to your [[app projects|app project]]. They include icons and other static images used in your app. | * '''Project images''' are related to your [[app projects|app project]]. They include icons and other static images used in your app. | ||
Dynamic images can be stored in two locations: | |||
* On your backend server, in special entities designed to hold binary documents, for example, | * On your backend server, in special entities designed to hold binary documents, for example, annotation/note on Dynamics/Resco Cloud, or sf_contentversion or sf_attachment on Salesforce. | ||
* On external document storage, such as SharePoint. Use external document storage for images related to your organization entities and records, if you don’t want to use server database for these, for example, for cost reasons (storing documents in external document servers is cheaper than storing them directly in the CRM server), or you already have existing external storage that you don’t want to migrate. See [[Documents]] for more information. | * On external document storage, such as SharePoint. Use external document storage for images related to your organization entities and records, if you don’t want to use server database for these, for example, for cost reasons (storing documents in external document servers is cheaper than storing them directly in the CRM server), or you already have existing external storage that you don’t want to migrate. See [[Documents]] for more information. | ||
Line 16: | Line 16: | ||
To improve how the [[Resco Mobile CRM]] app aligns with your company colors and graphics, or simply to spice up the app a little bit, you can change the images and icons in the app. You can also add new images for custom items, such as map pins, entity icons, form tabs icons, command icons, etc. | To improve how the [[Resco Mobile CRM]] app aligns with your company colors and graphics, or simply to spice up the app a little bit, you can change the images and icons in the app. You can also add new images for custom items, such as map pins, entity icons, form tabs icons, command icons, etc. | ||
Edit an [[app projects|app project]] and select '''Images''' from the '''Project''' menu of [[Woodford]] to get started. | Edit an [[app projects|app project]] and select '''Images''' from the '''Project''' menu of [[Woodford]] to get started. See [[Image examples]] for a more detailed description of a few frequent use cases. | ||
=== Form and home icons === | |||
The modern and recommended way of changing home screen icons and form tab icons is to use the icon gallery, available directly in these UI components. | |||
* [[Home_screen#Change_icons|Home screen icons]] | |||
* [[Form#Form_tab_icons|Form tab icons]] | |||
The older, traditional way of working with images is described below. | |||
=== Working with images === | === Working with images === | ||
Line 26: | Line 34: | ||
* Common Images: This check box controls whether images that are not platform-specific should be displayed. | * Common Images: This check box controls whether images that are not platform-specific should be displayed. | ||
* Platform-specific check boxes: Select which platforms are interesting for you and work with the relevant images only. | * Platform-specific check boxes: Select which platforms are interesting for you and work with the relevant images only. | ||
While you can upload different image sizes for different platforms, we recommend using only the common images and XHDPI resolution (@2x); Woodford will automatically resize images as appropriate for the device. | |||
[[File:Images.png|600px]] | |||
=== Changing a standard image === | === Changing a standard image === | ||
Line 49: | Line 61: | ||
If you want to use your picture in the same way as default pictures are used (i.e. picture follows color selected in the theme or view style) you need to enable the Colorize option. It will create a mask from the picture that you add. The picture needs to have an alpha channel. Everything where alpha is different from 0, will be used as a mask and it will follow the color set in theme or view style. | If you want to use your picture in the same way as default pictures are used (i.e. picture follows color selected in the theme or view style) you need to enable the Colorize option. It will create a mask from the picture that you add. The picture needs to have an alpha channel. Everything where alpha is different from 0, will be used as a mask and it will follow the color set in theme or view style. | ||
To use transparency and colorization, use 32-bit PNG files with transparency. | |||
=== Bulk changes === | === Bulk changes === | ||
Bulk import is done by importing a specifically named zip file that contains the images in a specific folder structure | Bulk import is done by importing a specifically named zip file that contains the images in a specific folder structure. To ensure that you have the folders right, you can start with the existing icons: | ||
* either download a [https://www.resco.net/downloads/MobileCRM.zip zip file with the default icons] from Resco web | |||
* or export all custom icons from a Woodford project: Edit an app project, select '''Design > Images''' from the '''Project''' menu and click '''Export'''. | |||
: Tip: Export the icons from an inspections project, it contains many custom icons. | |||
Once you have the file, extract it and remove the directories and files that you don’t want to change. This way you won’t need to worry about getting the names of the folders or the structure of the folders wrong. | |||
Different devices have different screen capabilities, and therefore there are different directories for them. | |||
* MonoDroid – Android devices | * MonoDroid – Android devices | ||
* MonoTouch – iOS (iPhone, iPad) | * MonoTouch – iOS (iPhone, iPad) | ||
* Windows – Windows tablets | * Windows – Windows tablets | ||
You can also use images in different resolutions. The standard resolution (used mostly in older devices) is 72 pixels per inch (PPI). These days, our projects use double of the standard resolution; this is indicated by the suffix @2x in the file name. It is generally sufficient to add only one image resolution when importing new icons, Woodford will generate all the necessary sizes automatically. | |||
If | If you are familiar with the Adobe XD design tool, you can use it for managing images; see [[Adobe XD plug-in]] for more information. | ||
==== Example ==== | |||
For example, if we want to add only one image to the home screen for our custom entity with name cust1 and overwrite the default image for invoices, we have to create a zip file with the following structure: | For example, if we want to add only one image to the home screen for our custom entity with name cust1 and overwrite the default image for invoices, we have to create a zip file with the following structure: | ||
<pre> | <pre> | ||
MobileCrm\Images.MonoTouch\Home\cust1@2x.png | MobileCrm\Images.MonoTouch\Home\cust1@2x.png | ||
MobileCrm\Images.MonoTouch\Home\invoice@2x.png | MobileCrm\Images.MonoTouch\Home\invoice@2x.png | ||
</pre> | </pre> | ||
To import the file, go to your [[app projects|app project]], select '''Images''' from the '''Project''' menu, click '''Import''' and upload the zip file. | To import the file, go to your [[app projects|app project]], select '''Design > Images''' from the '''Project''' menu, click '''Import''' and upload the zip file. Don't forget to '''Save''' all changes. | ||
After the import is done, we can verify the added images by searching for them in the list (use the filters Directory and Folder to get a quicker access to the images) or it can be verified by exporting the Images.zip, or by exporting the app project, adding an extension .zip to it and inspecting it. Images.zip file should be in the root. | |||
{{Note|The zip should only contain images you want to replace or add, so if you use the sample zip, you need to remove all the default images, otherwise, they will be used twice in the project, and the project will increase in the size, resulting to possible problems in synchronization, and increasing the time of synchronization.}} | |||
=== Default image size === | |||
Each part of the user interface has its own directory for icons. Each directory has a recommended size: | |||
{ | {| class="wikitable sortable" | ||
! Directory || Size in pixels for mockups (72 PPI) || Size in pixels for final export (@2x) | |||
|- | |||
| Home || 40x40 || 80x80 | |||
|- | |||
| Tabs || 28x28 || 56x56 | |||
|- | |||
| Activity || 32x32 || 64x64 | |||
|- | |||
| CallDirection || 32x32 || 64x64 | |||
|- | |||
| DetailView || 24x24 || 48x48 | |||
|- | |||
| Email || 20x20 || 40x40 | |||
|- | |||
| Search || 16x16 || 32x32 | |||
|- | |||
| Buttons || 32x32 || 64x64 | |||
|- | |||
| Controls || 32x32 || 64x64 | |||
|- | |||
| Cmd || 28x28 || 56x56 | |||
|} | |||
== | == Dynamic images == | ||
When designing a custom [[view]] or [[form]], you can display images related to your record. | When designing a custom [[view]] or [[form]], you can display images related to your record. See [[Image examples]] for a more detailed description of a few frequent use cases. | ||
* To learn more about what view and form images represent in Dynamics, please check this [ | * To learn more about what view and form images represent in Dynamics, please check this [https://www.resco.net/blog/data-images-simply-explained/ blog post]. {{Badge|Blog}} | ||
* See also an example of Woodford setup for view and form images in this [ | * See also an example of Woodford setup for view and form images in this [https://www.resco.net/blog/data-images-setup/ blog post]. {{Badge|Blog}} | ||
=== Use Note attachment as image in views === | === Use Note attachment as image in views === | ||
Line 91: | Line 136: | ||
You add pictures that were originally saved as Note attachments to the view and/or to an edit form. This way you can, for example, show the photo of your contact or a picture of your product in the app's forms and views. | You add pictures that were originally saved as Note attachments to the view and/or to an edit form. This way you can, for example, show the photo of your contact or a picture of your product in the app's forms and views. | ||
To display pictures on a view, you need to do following: | To display pictures on a view, you need to do the following: | ||
# Edit an app project and select the entity from the '''Project''' menu. | # Edit an app project and select the entity from the '''Project''' menu. | ||
Line 101: | Line 146: | ||
By default, the Note where the view picture should be attached must have a subject name set to be exactly “ListImage”. This can be changed using [[style editor]]. | By default, the Note where the view picture should be attached must have a subject name set to be exactly “ListImage”. This can be changed using [[style editor]]. | ||
# Click '''Edit Styles''' and select '''ListNoteImage'''. | # Click '''Edit Styles''' and select '''ListNoteImage'''. | ||
# To change the Subject name of the Note, click | # To change the Subject name of the Note, click the '''[[ImageQuery]]''' field. | ||
# By changing the Subject field you set the name of the Note, from where the picture will be taken. | # By changing the Subject field you set the name of the Note, from where the picture will be taken. | ||
# You can also create more ListNoteImage styles in order to use different notes for different views. | # You can also create more ListNoteImage styles in order to use different notes for different views. | ||
Line 108: | Line 153: | ||
If you use multiple ListNoteImage styles, you should make sure to set the correct style in the properties of the image item back in the view designer window. | If you use multiple ListNoteImage styles, you should make sure to set the correct style in the properties of the image item back in the view designer window. | ||
Now, you need to save these changes, publish the mobile project and synchronize the Mobile CRM application. Then open any Account record in the app, create an associated Note with Subject “ListImage” and attach/capture a picture. This picture is used in the list for this record. | Now, you need to save these changes, publish the mobile project, and synchronize the Mobile CRM application. Then open any Account record in the app, create an associated Note with Subject “ListImage” and attach/capture a picture. This picture is used in the list for this record. | ||
=== Use Note attachment as image in forms === | === Use Note attachment as image in forms === | ||
Line 138: | Line 165: | ||
# Select the image. You can rename it by editing the '''Binding''' field in the '''Properties''' pane (for example to ''Account Image''). To apply the change, just click the image field item. | # Select the image. You can rename it by editing the '''Binding''' field in the '''Properties''' pane (for example to ''Account Image''). To apply the change, just click the image field item. | ||
# By default, the Note where the edit form picture should be attached needs to have a subject name exactly “FormImage”. If you need to change the subject name, use styles: | # By default, the Note where the edit form picture should be attached needs to have a subject name exactly “FormImage”. If you need to change the subject name, use styles: | ||
#* Click '''Edit Styles''', select '''FormNoteImage''', then click | #* Click '''Edit Styles''', select '''FormNoteImage''', then click the '''[[ImageQuery]]''' field to change the Subject name of the Note. | ||
#* You can also create more FormNoteImage styles and use different notes for different entities. Close the style editor. | #* You can also create more FormNoteImage styles and use different notes for different entities. Close the style editor. | ||
# If you have multiple FormNoteImage styles, make sure that you set the correct style for the image1 item ('''Properties''' pane > '''Style'''). | # If you have multiple FormNoteImage styles, make sure that you set the correct style for the image1 item ('''Properties''' pane > '''Style'''). | ||
{{Note|If you set the same Note Subject for your view and form, the same image attached to a simple Note will be used for both.}} | {{Note|If you set the same Note Subject for your view and form, the same image attached to a simple Note will be used for both.}} | ||
=== Entity image (Dynamics) === | === Entity image (Dynamics) === | ||
Line 187: | Line 184: | ||
When changes are saved, the project needs to be published and synchronized with the Mobile CRM app. Entity images will appear on the view and on the edit form for those records that have an entity image. | When changes are saved, the project needs to be published and synchronized with the Mobile CRM app. Entity images will appear on the view and on the edit form for those records that have an entity image. | ||
The maximum size of the image is 144x144 pixels. <sup>[https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/image-attributes#uploading-image-data [docs.microsoft.com]]</sup> | |||
=== Change filename of note images === | === Change filename of note images === | ||
Line 192: | Line 191: | ||
# Using Woodford, edit the form for the Note entity and add the parameter File Name.<br>[[File:Add filename to form.png]] | # Using Woodford, edit the form for the Note entity and add the parameter File Name.<br>[[File:Add filename to form.png]] | ||
# In the app, go to the Note form. Modify the filename and click '''Save'''. | # In the app, go to the Note form. Modify the filename and click '''Save'''. | ||
It is not possible to change the filename directly on the media tab. | |||
[[Category:Woodford]] | [[Category:Woodford]] |