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Line 68: − * Process Control to guide users through a series of steps+ − * simplified icons configuration with partial WYSIWYG+ − * chart improvements - dynamic date grouping, multiple Group By clauses+ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +
→Platform
== Platform ==
== Platform ==
=== Process ===
[[Process]] is a new optional component in [[Resco mobile apps]] that you can add to your [[form]]s. Its main purpose is to guide app users through a series of steps (i.e., through a process), allowing for easier navigation and completion of process steps in the mobile app. It is designed for entities that include a state/status field, for example, the Opportunity entity.
[[File:Summer 2020 edit process.png|600px]]
[[File:Summer 2020 add process.png|600px]]
[[File:Summer 2020 use process.png|600px]]
=== Simplified configuration of images ===
You can now see [[Form#Form_tab_icons|form tab images]] directly in the [[Woodford]] form designer. To avoid duplicate images, you are now able to reuse entity's image used on the [[home screen]].
[[File:Summer 2020 form tab icons.png|600px]]
=== Charts ===
The [[chart]] component in Resco has been enhanced to provide the ability to define up to two "group by" clauses, effectively making it possible to segment the data in two layers. For example, the total amount of opportunities grouped by month and – within each month – divided by customer type. Also, when date grouping is defined, the users in the app can change the grouping, so they can change the division by month to division by week (or day, year, etc.) without any change to the project in Woodford.
For additional customization, you can now [[Chart#Charts_with_JSBridge|supply the data source for charts using JavaScript]].
=== Sync improvements - sync status indication & optimization for linked sync filters ===
In the app, the information about the last synchronization was extended to provide more details about the result of synchronization. Now it indicates not only when sync started but also when it ended, and whether the sync was successful, or ended with errors, warnings.
The info is available also on [[Sync Dashboard]], on [[Device control]], and in the Resco Mobile Device entity.
Also, linked sync filters imply complex fetches that combine 2+ entities. They can be very slow if the concerned tables are large. This can cause both increased server load and long wait times on the client side. The sync process has been optimized to avoid linked filters if the parent entity has 0 changes since the last sync. This will result in faster incremental synchronization in most cases - particularly if the automatic sync is executed frequently.
=== Salesforce default project ===
We made the initial mobile user experience better through several improvements. Account, Contact, and Event objects now use [[Form#Table|form table]] to better utilize the screen's real estate. New buttons were added on Account form — '''Create new order''' and '''Create new event''' — that automatically fill new records with related data.