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Join the Power Platform Masterclass #2 starting April 23
Glossary: Difference between revisions
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:* Copy attributes from related record: [https://youtu.be/MoSkk0uZyc0?t=27m43s LINK] {{Badge|Webinar}} | :* Copy attributes from related record: [https://youtu.be/MoSkk0uZyc0?t=27m43s LINK] {{Badge|Webinar}} | ||
:* Add new records via lists: [https://youtu.be/Eq9kav-UeHo?t=2m LINK] {{Badge|Webinar}} | :* Add new records via lists: [https://youtu.be/Eq9kav-UeHo?t=2m LINK] {{Badge|Webinar}} | ||
:* Filtering of records | :* [[Resco_Mobile_CRM#Searching_and_filtering|Filtering of records]] {{Badge|Resco Mobile CRM App}} | ||
:* Searching for records | :* [[Resco_Mobile_CRM#Searching_and_filtering|Searching for records]] {{Badge|Resco Mobile CRM App}} | ||
:* Setup – Max sync records | :* Setup – [[Setup#Max_Sync_Records|Max sync records]] {{Badge|Resco Mobile CRM App}} | ||
:* Setup – Record quality (iOS only) | :* Setup – [[Setup#Appearance|Record quality]] (iOS only) {{Badge|Resco Mobile CRM App}} | ||
:* Record – deep link | :* Record – [[deep link]] | ||
; {{anchor|Report}} [[Report_Designer#Mobile_reports|Report]] | ; {{anchor|Report}} [[Report_Designer#Mobile_reports|Report]] | ||
: Document generated from CRM data. | : Document generated from CRM data. | ||
: | : Using [[Report Designer]] you can create report templates, that can be accessed by users in [[Resco mobile apps]]. These reports run directly in the app, even in offline mode (without access to backend server), as it uses Mobile CRM data in offline mode. In online mode, it of course uses direct CRM server’s data. | ||
: Mobile Reports can be set to run on any CRM entity, for single record, or for group of records (using MultiSelect on View). | : Mobile Reports can be set to run on any CRM entity, for a single record, or for a group of records (using MultiSelect on View). | ||
:* Setting up Mobile Report: [https://blog.resco.net/2017/02/22/anatomy-of-a-mobile-report-how-to-set-it-up-in-resco-mobile-crm/ LINK] {{Badge|Blog}} | :* Setting up Mobile Report: [https://blog.resco.net/2017/02/22/anatomy-of-a-mobile-report-how-to-set-it-up-in-resco-mobile-crm/ LINK] {{Badge|Blog}} | ||
:* Attaching documents to CRM records: [https://blog.resco.net/2016/04/04/documents-in-resco-mobile-crm/ LINK] {{Badge|Blog}} | :* Attaching documents to CRM records: [https://blog.resco.net/2016/04/04/documents-in-resco-mobile-crm/ LINK] {{Badge|Blog}} | ||
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:* Offline Reports: [https://youtu.be/9vL4QRN_1dk?t=27m23s LINK] {{Badge|Webinar}} | :* Offline Reports: [https://youtu.be/9vL4QRN_1dk?t=27m23s LINK] {{Badge|Webinar}} | ||
:* Offline Reports – overview: [https://youtu.be/REgaV6ymYWM?t=2m16s LINK] {{Badge|Webinar}} | :* Offline Reports – overview: [https://youtu.be/REgaV6ymYWM?t=2m16s LINK] {{Badge|Webinar}} | ||
; {{anchor|Resolution}} Resolution | ; {{anchor|Resolution}} Resolution | ||
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:* Next Wide option on list views to efficiently display information across various screen sizes: [https://blog.resco.net/2017/10/11/utilize-next-wide-option-on-list-views-to-efficiently-display-information-across-various-screen-sizes/ LINK] {{Badge|Blog}} | :* Next Wide option on list views to efficiently display information across various screen sizes: [https://blog.resco.net/2017/10/11/utilize-next-wide-option-on-list-views-to-efficiently-display-information-across-various-screen-sizes/ LINK] {{Badge|Blog}} | ||
:* Responsive list design: [https://youtu.be/uocH_yaytq0?t=22m24s LINK] {{Badge|Webinar}} | :* Responsive list design: [https://youtu.be/uocH_yaytq0?t=22m24s LINK] {{Badge|Webinar}} | ||
:* Responsive View/List | :* [[View#Responsive_view_.2F_list|Responsive View/List]] | ||
; {{anchor|Route}} [[Route plan]]ning | ; {{anchor|Route}} [[Route plan]]ning | ||
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:* Route planning events: [https://youtu.be/ws1RbswYfFQ?t=20m3s LINK] {{Badge|Webinar}} | :* Route planning events: [https://youtu.be/ws1RbswYfFQ?t=20m3s LINK] {{Badge|Webinar}} | ||
:* Route planning – use case in application, Woodford setup: [https://youtu.be/pYbmWlqLFh8?t=2m23s LINK] {{Badge|Webinar}} | :* Route planning – use case in application, Woodford setup: [https://youtu.be/pYbmWlqLFh8?t=2m23s LINK] {{Badge|Webinar}} | ||
; {{anchor|Row}} [[Rules_editor#Actions_that_trigger_rule_execution|Row script]] | ; {{anchor|Row}} [[Rules_editor#Actions_that_trigger_rule_execution|Row script]] | ||
: Set of conditions and steps defining the visual and functional aspect of a view. | : Set of conditions and steps defining the visual and functional aspect of a view. | ||
: Using Woodford, user can change the row’s design. Such as changing of its background or highlighting of specific records. | : Using Woodford, user can change the row’s design. Such as changing of its background or highlighting of specific records. | ||
:* Row scripts for color coding: [https://blog.resco.net/2015/08/11/conditional-formatting/ LINK] {{Badge|Blog | :* [[View#Row_scripts|Row scripts]] for color coding: [https://blog.resco.net/2015/08/11/conditional-formatting/ LINK] {{Badge|Blog}} | ||
; {{anchor|Rule}} [[Rules_editor|Rule]] | ; {{anchor|Rule}} [[Rules_editor|Rule]] | ||
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:* Utilizing form rules to load information from any entity on forms: [https://blog.resco.net/2016/10/19/utilizing-form-rules-to-load-information-from-any-entity-on-forms-e-g-save-changes-only-when-specific-data-is-associated/ LINK] {{Badge|Blog}} | :* Utilizing form rules to load information from any entity on forms: [https://blog.resco.net/2016/10/19/utilizing-form-rules-to-load-information-from-any-entity-on-forms-e-g-save-changes-only-when-specific-data-is-associated/ LINK] {{Badge|Blog}} | ||
:* [[View]] rule in calendar: [https://youtu.be/sGdE8xvb92o?t=32m14s LINK] {{Badge|Webinar}} | :* [[View]] rule in calendar: [https://youtu.be/sGdE8xvb92o?t=32m14s LINK] {{Badge|Webinar}} | ||
:* [[Calendar]] – | :* [[Calendar]] – [[Calendar#Rules_tab|rules]] | ||
== S == | == S == | ||