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:* Additional filter for associated views and lookup fields: [https://youtu.be/MoSkk0uZyc0?t=20m8s LINK] {{Badge|Webinar}} | :* Additional filter for associated views and lookup fields: [https://youtu.be/MoSkk0uZyc0?t=20m8s LINK] {{Badge|Webinar}} | ||
:* Example: Unhiding fields and tabs according to the content of filled in fields: [https://youtu.be/RbCyjOYLewc?t=11m3s LINK] {{Badge|Webinar}} | :* Example: Unhiding fields and tabs according to the content of filled in fields: [https://youtu.be/RbCyjOYLewc?t=11m3s LINK] {{Badge|Webinar}} | ||
:* | :* [[App_projects#Managing_fields|Managing fields in app projects]] | ||
:* View – Sort fields and filter fields | :* View – [[View#Sort_fields_and_filter_fields|Sort fields and filter fields]] | ||
:* View – Date fields | :* View – [[View#Date_fields|Date fields]] | ||
:* View – Editable field (editable list) | :* View – [[View#Editable_field|Editable field (editable list)]] | ||
:* View – Clickable field | :* View – [[View#Clickable_field|Clickable field]] | ||
; {{anchor|Field_service}} Field service | ; {{anchor|Field_service}} Field service | ||
: A business process that deals with technicians visiting a customer and performing a service for them. | : A business process that deals with technicians visiting a customer and performing a service for them. | ||
:* | :* [[Schedule Board]]: a web-based tool for managing the people working in the field | ||
:* [[Resco Cloud quick guide for Field Service technicians]] | |||
: | |||
:* | |||
; {{anchor|File}} File | ; {{anchor|File}} File | ||
: A collection of data, programs, etc. stored in a computer's memory or on a storage device under a single identifying name. | : A collection of data, programs, etc. stored in a computer's memory or on a storage device under a single identifying name. | ||
:* See also | :* See also [[Glossary#Document|Document]] | ||
:* Working with the files: [https://blog.resco.net/2016/04/04/documents-in-resco-mobile-crm/ LINK] {{Badge|Blog}} | :* Working with the files: [https://blog.resco.net/2016/04/04/documents-in-resco-mobile-crm/ LINK] {{Badge|Blog}} | ||
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:* Additional filter for associated views and lookup fields: [https://youtu.be/MoSkk0uZyc0?t=20m8s LINK] {{Badge|Webinar}} | :* Additional filter for associated views and lookup fields: [https://youtu.be/MoSkk0uZyc0?t=20m8s LINK] {{Badge|Webinar}} | ||
:* Option set filtering: [https://youtu.be/1wcaUzNJpOs?t=23m30s LINK] {{Badge|Webinar}} | :* Option set filtering: [https://youtu.be/1wcaUzNJpOs?t=23m30s LINK] {{Badge|Webinar}} | ||
:* Filtering and searching within the map | :* [[Resco_Mobile_CRM#Filtering_and_searching_within_the_map|Filtering and searching within the map]] {{Badge|Resco Mobile CRM App}} | ||
:* Filtering of records | :* [[Resco_Mobile_CRM#Searching_and_filtering|Filtering of records]] {{Badge|Resco Mobile CRM App}} | ||
:* | :* [[Schedule_Board#Filter_skills_and_territories|Schedule Board: Filter by skill and territory]] | ||
: | :* Setting up a [[Sync Filter]] | ||
:* [[Sync_Filter#Incremental_linked_sync_filters|Linked sync filters (Dyn CRM)]] | |||
:* Setting up a | :* [[Filter editor]] – a common interface used to define filters in Woodford | ||
:* Linked sync filters (Dyn CRM): [ | :* View – [[View#Edit_filter|Edit filter]] | ||
:* View – Edit filter | :* View – [[View#Sort_fields_and_filter_fields|Sort fields and filter fields]] | ||
:* View – Sort fields and filter fields | :* [[Document_filters|External document sync filter options]] | ||
:* | :* [[Filtered lookup]] | ||
:* Filtered | |||
; {{anchor|Fingerprint}} Fingerprint | ; {{anchor|Fingerprint}} Fingerprint | ||
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:* [[Flexible form]]s: [https://youtu.be/1hldwY-QyNY?t=7m27s LINK] {{Badge|Webinar}} | :* [[Flexible form]]s: [https://youtu.be/1hldwY-QyNY?t=7m27s LINK] {{Badge|Webinar}} | ||
:* Flexible Forms in Woodford, Views: [https://youtu.be/1hldwY-QyNY?t=19m20s LINK] {{Badge|Webinar}} | :* Flexible Forms in Woodford, Views: [https://youtu.be/1hldwY-QyNY?t=19m20s LINK] {{Badge|Webinar}} | ||
:* New UI – Flexible | :* New UI – [[Flexible form]] | ||
; {{anchor|Footer}} Footer | ; {{anchor|Footer}} Footer | ||
: Bottom part of list/view that contains a summary. | : Bottom part of list/view that contains a summary. | ||
:* Anatomy of a [[mobile report]]: How to set it up in Resco Mobile CRM: [https://blog.resco.net/2017/02/22/anatomy-of-a-mobile-report-how-to-set-it-up-in-resco-mobile-crm/ LINK] {{Badge|Blog}} | :* Anatomy of a [[mobile report]]: How to set it up in Resco Mobile CRM: [https://blog.resco.net/2017/02/22/anatomy-of-a-mobile-report-how-to-set-it-up-in-resco-mobile-crm/ LINK] {{Badge|Blog}} | ||
:* List/View footer | :* [[View#List_.2F_view_footer|List/View footer]] | ||
; {{anchor|Form}} [[Form]] | ; {{anchor|Form}} [[Form]] | ||
: | : A form contains fields that describe a specific record that users can see or edit. | ||
: There are two types of Forms: The Edit form and the Contact Information form. The Contact information is a read-only type of form for quick access to information. By customizing the Edit form user shall be allowed to edit the field’s information. | : There are two types of Forms: The Edit form and the Contact Information form. The Contact information is a read-only type of form for quick access to information. By customizing the Edit form user shall be allowed to edit the field’s information. | ||
:* Setting up form rules for inputs: How to set it up in Resco Mobile CRM: [https://blog.resco.net/2017/12/06/use-regular-expressions-in-form-rules-to-validate-field-input-in-resco-mobile-crm/ LINK] {{Badge|Blog}} | :* Setting up form rules for inputs: How to set it up in Resco Mobile CRM: [https://blog.resco.net/2017/12/06/use-regular-expressions-in-form-rules-to-validate-field-input-in-resco-mobile-crm/ LINK] {{Badge|Blog}} | ||
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:* Flexible Forms in Woodford, Views: [https://youtu.be/1hldwY-QyNY?t=19m20s LINK] {{Badge|Webinar}} | :* Flexible Forms in Woodford, Views: [https://youtu.be/1hldwY-QyNY?t=19m20s LINK] {{Badge|Webinar}} | ||
:* Images on Lists/Views, Images on Forms: [https://youtu.be/INK4PsAyX8g?t=12m48s LINK] {{Badge|Webinar}} | :* Images on Lists/Views, Images on Forms: [https://youtu.be/INK4PsAyX8g?t=12m48s LINK] {{Badge|Webinar}} | ||
:* | :* [[Form#Creating_a_form|Form creation]] | ||
:* Form | :* [[Form#Contact_information_form|Contact information form]] | ||
:* [[Form#Edit_form|Edit form]] | |||
:* [[Style editor]] | |||
:* | :* [[Form#Add_HTML_frames|Form – Iframe]] | ||
:* Form | :* [[Form#Add_map|Form – Map frame]] | ||
:* [[Form#Add_media|Form – Media tab]] | |||
:* Form | :* [[Form#Add_commands|Form – Edit commands]] | ||
:* [[Command_editor#Form_rule_examples|Form – On can execute examples]] | |||
:* [[Form#Associated_tab_properties|Form – Additional options for associated lists]] | |||
:* [[Form#Placeholder_text|Form – Placeholder text]] | |||
:* | :* New UI – [[Flexible form]]s | ||
:* [[Images#Configurable_on.2Foff_images_on_a_form|Configurable on/off images on a form]] | |||
:* [[Images#Crop_or_edit_images_in_forms|Crop or edit images in forms]] | |||
:* [[Images#Use_Note_attachment_as_image_in_forms|Use Note attachment as image in forms]] | |||
:* New UI – Flexible | :* [[Localization_examples#Rename_form_tabs|Rename form tabs]] | ||
:* | |||
:* | |||
:* | |||
:* | |||
; {{anchor|Form_rules}} [[Form rules]] | ; {{anchor|Form_rules}} [[Form rules]] | ||
: Form | : Form rules are a pseudo-scripting language (conditional formatting) that allows user to create conditions and steps to be performed. | ||
:* [[Rules editor]]: rules overview | |||
:* [[Command editor]] including rule examples | |||
:* Save button action setup and Rule editor: [https://blog.resco.net/2016/10/12/how-to-set-up-save-button-actions-in-resco-mobile-crm/ LINK] {{Badge|Blog}} | :* Save button action setup and Rule editor: [https://blog.resco.net/2016/10/12/how-to-set-up-save-button-actions-in-resco-mobile-crm/ LINK] {{Badge|Blog}} | ||
:* Form rules to make fields appear only when needed: [https://blog.resco.net/2015/11/11/dynamically-show-hide-fields-and-sections/ LINK] {{Badge|Blog}} | :* Form rules to make fields appear only when needed: [https://blog.resco.net/2015/11/11/dynamically-show-hide-fields-and-sections/ LINK] {{Badge|Blog}} | ||
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:* Error messages/Validation: [https://youtu.be/1wcaUzNJpOs?t=18m15s LINK] {{Badge|Webinar}} | :* Error messages/Validation: [https://youtu.be/1wcaUzNJpOs?t=18m15s LINK] {{Badge|Webinar}} | ||
:* Option set filtering: [https://youtu.be/1wcaUzNJpOs?t=23m30s LINK] {{Badge|Webinar}} | :* Option set filtering: [https://youtu.be/1wcaUzNJpOs?t=23m30s LINK] {{Badge|Webinar}} | ||
; {{anchor|Full}} [[Full sync]] | ; {{anchor|Full}} [[Full sync]] | ||
: Full or | : Full or initial sync is a type of synchronization that downloads all data that meet the sync filter conditions. | ||
:* Resco Mobile CRM and data synchronization (Full sync): [https://blog.resco.net/2018/08/09/quick-overview-resco-mobile-crm-data-synchronization/ LINK] {{Badge|Blog}} | :* Resco Mobile CRM and data synchronization (Full sync): [https://blog.resco.net/2018/08/09/quick-overview-resco-mobile-crm-data-synchronization/ LINK] {{Badge|Blog}} | ||