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Sync Filter: Difference between revisions
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→Edit the entire SyncFilter.xml
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{{Synchronization TOC}} | {{Synchronization TOC}} | ||
Synchronization filters define what data from the server is replicated in the [[Resco Mobile CRM]] application after a [[synchronization]]. Filters are defined in [[Woodford]]; each entity for each app project can have custom settings. | Synchronization filters define what data from the server is replicated in the [[Resco Mobile CRM]] application after a [[synchronization]]. Filters are defined in [[Woodford]]; each entity for each app project can have custom settings. | ||
== Editing the sync filter == | |||
# Edit an [[App_projects#Managing_entities|app project]]. | # Edit an [[App_projects#Managing_entities|app project]]. | ||
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[[File:Sync filter.png|600px]] | [[File:Sync filter.png|600px]] | ||
== Editing the sync filter as XML == | |||
Internally, the sync filters for all entities are saved into a single file, SyncFilter.xml. If you prefer to edit the sync filter directly as XML, you have two options. | |||
=== Per-entity editing === | |||
# Edit the sync filter for an entity as described in the previous section. | |||
# Click '''Export XML''' to download the sync filter for the entity as an XML file. | |||
# Edit the file in your favorite editor, perform any changes as needed. | |||
# Return to Woodford and upload the modified XML file using the '''Import XML''' button. | |||
# Save all changes. | |||
=== Editing the entire SyncFilter.xml === | |||
# On the list of all your app projects in Woodford, select a project and click '''Export''' to download the entire project. | |||
# Change the extension of the downloaded file from "woodford" to "zip". | |||
# Extract the file SyncFilter.xml from the Configuration folder and modify it as needed. | |||
# Add the modified file back to the archive. | |||
# Change the extension back to "woodford" and import the file to Woodford. | |||
[[File:Export and rename project.png|600px]] | |||
{{Note|If you want to upload a modified version of the app project back into Woodford, always keep a backup copy of the original file.|Warning}} | |||
=== Why use XML === | |||
Some Woodford administrators prefer editing the filter in XML format because they are familiar with the used [[FetchXML]] format. See [[Sync_Filter#Analyzing_SyncFilter.xml|Analyzing SyncFilter.xml]] below for more information. | |||
Additionally, there's also a rare scenario where the Woodford filter editor user interface does not allow you to be as exact in your sync filter as you need: some [[FetchXML#Special_FetchXML_options_for_Dynamics|SQL server optimization options for Dynamics]] can only be edited in XML format. | |||
== Introduction == | == Introduction == | ||
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== Use sync filter in online mode == | == Use sync filter in online mode == | ||
If you want to ensure the same data in the application in online and offline mode, you can force using | If you want to ensure the same data in the application in online and offline mode, you can force using the sync filter also in online mode. This can be configured for each mobile [[view]]; edit the properties of your view and enable '''Sync Filter - Use Sync Filter in Online Mode'''. | ||
== Mark as Parent Pointer == | == Mark as Parent Pointer == | ||
You can enable the parameter [[Mark as Parent Pointer]] in the properties of a lookup field to ensure that both parent and child records are available. However, this setting is only effective if the lookup has only a single lookup target (also displayed on the [[App_projects#Managing_fields|properties pane for entity fields]]). | You can enable the parameter [[Mark as Parent Pointer]] in the properties of a lookup field to ensure that both parent and child records are available. However, this setting is only effective if the lookup has only a single lookup target (also displayed on the [[App_projects#Managing_fields|properties pane for entity fields]]). When you use this option, the sync filter of the parent entity is also used for synchronization (application uses this flag and runs the parent sync filter in the code, parent sync filter will not be copied to the child entity sync filter). See [[Sync Filter examples with child entities]] for a more detailed explanation. | ||
== Analyzing SyncFilter.xml == | == Analyzing SyncFilter.xml == | ||