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Important: Deprecating old WebView — Publish failed error
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→Detecting duplicates (Microsoft Dynamics)
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{{Note|Make sure that the [[Sync Filter]] does not exclude rules that are needed for the duplicate detection. Also, do not disable these entities in Woodford.}} | {{Note|Make sure that the [[Sync Filter]] does not exclude rules that are needed for the duplicate detection. Also, do not disable these entities in Woodford.}} | ||
== User Experience == | |||
; Full-screen Forms: Whether to show forms (on tablets) in full screen mode. | |||
; Allow Form Resize: Whether to allow the user to toggle form's full-screen mode. | |||
; Flexible Forms: Whether to use new forms UI. | |||
; Auto Form Grid: The width in pixels after which a form will be switched to simple grid mode. | |||
; Flexible Forms use Vertical List: Whether to use vertically scrolling list in new forms UI or horizontally (default). | |||
; Auto List Grid: The width in pixels after which a list will be switched to simple grid mode. | |||
; Auto List Header: Whether to automatically show list header. | |||
; Enable List Buttons: Whether to show list row buttons. | |||
; User's language Reports only: Whether to show reports for user's language. Otherwise reports for all languages can be selected. | |||
; Allow Advanced Find: Whether the user can use Advanced Find and create custom personal views. | |||
; Incremental List Search: Whether to filter lists after every key stroke or whether to wait for the 'Enter' key. | |||
; Use Legacy iOS WebView: iOS: Whether to host iFrames in legacy UIWebView instead of default WKWebView. | |||
; Use Chromium browser on Win7: Win7 Desktop: Whether to use Chromium Embedded Framework browser instead of IE. | |||
; Use Legacy Buttons: Whether to use in-line buttons or legacy view buttons (iOS, Android). | |||
; Use Legacy Charts: Whether to use HTML charts or legacy charts. | |||
; Save Button Action: The form's save button action. The default is SaveOnly for new entity, SaveAndClose otherwise. | |||
; Reload After Save: Whether to reload the form (re-read data) after Save. | |||
; Desktop FullScreen: Windows Desktop: Whether the App should run in FullScreen (true) or standard Window mode (false). | |||
; Desktop ScrollBar Width: Windows Desktop: The width in pixels of the form scrollbars. | |||
; Ask User Before Exit: Windows Desktop: Whether the user confirmation is required to exit the App. | |||
; Show Related Activities: Whether to show Activities from related records. (Initial setting, user choice will be remembered.) | |||
; Show Dashboard: Whether to show dashboard(s). | |||
; Show Map: Whether to show map(s). | |||
; Map Pin Aggregation: Whether to allow the pin aggregation on the map. | |||
; Map Pin Expansion: Whether to allow the pin expansion on the map. | |||
; GPS Position Accuracy: The default accuracy (in meters) when resolving the current position. | |||
; GPS Position Age: The default maximum age (in seconds) of the last result when resolving the current position. | |||
; Combined Booking Form: Whether to show the Work Order form on the Bookable Resouce Booking form | |||
; Use Legacy PDF Viewer: Android Only. Whether to use the legacy PdfJS viewer or the native pdf viewer | |||
; Barcode Length: The required length of all scanned barcodes. 0 - any length is acceptable | |||
; Assoc List Editable: Whether the associated list is editable (can create new records) only if the parent form is editable. | |||
; Disable prompt for Record Type: Salesforce: Whether application should disable automatic prompt for record type when user created new record. | |||
; Disable multi-layout support: Salesforce: Whether application should disable automatic showing/hiding of form sections based on Salesforce layout configuration. | |||
; Prefer Salesforce Files over Attachments: Salesforce: Application will use Files as default entity for generated content such as Mobile Reports. | |||
== Data == | |||
; Client Customize: Allow the mobile user to hide entities in the App Setup section. | |||
; Hide Locked Settings: Whether locked config options in SetupForm should be disabled or hidden. | |||
; Allow User to Delete Data: Show/Hide the 'Delete Data' button in the App Setup section. | |||
; Max Upload Attachment Size: The maximum size of attachment (notes, email attachment) in bytes that can be created in the App. | |||
; Capture Photo Size: The default photo size for photos taken in the App. | |||
; Max Export Records: The maximum number of records to export (in the 'Export' command). -1 - no limit. | |||
; Audio/Video recording quality: The recording quality for audio or video taken in the App. (Affects file size!) | |||
; Allow Photo Cropping: Whether to show the photo cropping step after a photo is taken. | |||
; Save Signature As PNG: Whether to store signature as vector SVG image or PNG. | |||
; Use Database Encryption: Whether to encrypt the device database that stores the offline CRM data. | |||
; Use Sql Like Optimization: Using this (SQLite) optimization can increase the BeginsWith operator performance for large data sets. (E.g., speeds up incremental search.) | |||
; Use Entity & Attribute Map: Whether to use the Entity and Attribute Mappings (configured in CRM) when creating a new record. | |||
; Duplicate Detection: Whether to use duplicate detection when creating a new record. | |||
; Auto Save Product Detail: Whether to edit the sales product detail entity directly or to apply changes on save. | |||
; Ignore Missing Process Flow.: Whether to show an error if the Business Process Flow is not found. | |||
== Synchronization == | |||
; Sync Shared Records: Whether to sync shared records. | |||
; Sync Email as Text: Strips HTML from CRM emails during synchronization. Database space optimization. | |||
; Max Sync Records: The maximum number of records per entity to download. This is a hard limit. Designing more restrictive sync filters is a better way to reduce the App data. | |||
; Max Attachment Size: The maximum size of attachment (notes, email attachments) in bytes to be downloaded during sync. | |||
; Background Download: Always download records in background. | |||
; No Lock During Sync: (Contact support before use!) Whether the server should take no lock during read. Prevents deadlocks, but can cause read of uncommitted dirty data. | |||
; Send empty Picklist as Null: (Contact support before use!) Whether to send empty picklist value as Null (default is false, empty is sent as -1). | |||
; RowVersion Change Tracking: (Contact support before use!) Uses a more precise method for tracking server changes. | |||
; Use Linked Sync Filter: (Contact support before use!) Whether to use linked sync filter in incremental sync. | |||
; Multi Thread Sync: (Contact support before use!) Use multiple threads for faster sync. | |||
; # Records / UploadRequest: (Contact support before use!) The maximum number of upload requests sent to Server in one batch. | |||
; Disable Sync Analyzer: (Contact support before use!) Analyzer detects tables for which the download of the full table content is more efficient than the incremental sync. | |||
; Full Sync on Schema Change: (Contact support before use!) Whether to force full sync on schema change. (I.e. when a new customization changes entities/fields.) | |||
; Diagnostic Sync Logs: Whether to produce diagnostic output from synchronization. | |||
; Log Conflict Details: Whether the sync log should list client data changes along with logged conflict. For entities with conflict handling set to User Action. | |||
; Send Error Logs via Resco: Forces error logs to be sent via Resco web service instead of native email client | |||
; # Emails / Download batch: (Contact support before use!) The maximum number of emails to download in one batch. | |||
; Auto Sync: Setup automatic synchronization. (Never, On App start, After entity form save action) | |||
; Auto Sync Delay: Synchronizes every X seconds even if no local changes were made. 0 - disabled | |||
; Auto Sync in Online: Synchronizes after X seconds after a change is made in Online Mode. 0 - disabled | |||
; Background File Sync: Always download attachments in background. Sync does not wait for attachment download completion. | |||
; Sync Azure Attachments: Whether to use special method to download note attachments stored in azure blob storage. | |||
; Cascading Delete: Deleting a record implies deleting also its children and attachments. | |||
; Cascading Cleanup: When deleting a record all lookups pointing to that record are set to null. | |||
; Upload Order: Whether sync uploads entity records in the order in which they were created / deleted / changed for the 1st time. Same entity only. | |||
; SharePoint REST API: Whether to use new SharePoint REST API or standard web-service. | |||
; User can Ignore Sync Errors: Whether to allow the user to 'resolve' sync error with ignore. | |||
; Show Sync Warnings: Whether to show sync warnings alert or just put them to the sync log. | |||
; Field Level Permissions: Whether to enabled field level permissions. Requires a full sync. | |||
; Remote Conflict Resolution: Whether the sync should check for remote control resolution (done in Woodford's Sync Dashboard). | |||
; Legacy Marketing Sync: (Contact support before use!) Whether to use legacy marketing list member sync algorithm. | |||
== Security == | |||
; Save Password: Whether password entry is required each time the App is run. | |||
; Verify Server Certificate: Refuses server connection if the HTTPS certificate is invalid or self-signed. | |||
; Pinned Server Certificate: Refuses server connection if the HTTPS certificate does not match SHA1 fingerprint [5A D5 58 21 9D 72 19 8B 6C A5 E6 3D 1F 96 6F 22 95 C3 D1 14]. | |||
; Require Sync Login: Whether password entry is required each time the App is synchronized. | |||
; Enable Customization Security: Enables the Offline HTML and customization files content verification. | |||
; OAuth Offline token age: Lifetime of the OAuth offline token in seconds. 0 - unlimited. Default: 0. | |||
== Online Mode == | |||
; Online Mode: Setup when to work in Online mode. | |||
; No Lock in Online: (Contact support before use!) Whether the server should take no lock during read. Prevents deadlocks, but can cause read of uncommitted dirty data. | |||
; Sync before going Online: Whether to synchronize before going into Online Mode. | |||
; Sync before going Offline: Whether to synchronize before going into Offline Mode. | |||
; Allow User Mode Switch: Whether the user can change online/offline mode via button. | |||
== PIM/Email == | |||
; Use Reminders: Uses the device notifications for CRM configured entities. Configure in Reminders section. | |||
; Show Personal Events: Whether to show personal calendar events in the App Calendar. | |||
; Show Personal Contacts: Whether to show personal contacts in the App merged with CRM records. | |||
; Send Meeting Invitations: Whether to send meeting invitations when Appointment is modified. | |||
; Use CRM Email: When sending emails use CRM email or device email application. | |||
; HTML Email: Whether to show emails as original HTML or converted to text. (Applies to CRM emails for which HTML wasn't stripped off. Google/Exchange emails are shown as HTML always.) | |||
; Create 'Phone Call' record: Whether to show the new Phone Call form after a call that was started from the App. | |||
; CamCard ApiKey: The api key you got from CamCard.com for using the Business Card scanner application | |||
; CamCard Save Image: Whether to save the image of the business card as attachment | |||
; Calendar Week Rule: The rule for calculating Week Number, 0-Auto, 1-FirstDay, 2-FirstFullWeek, 3-FirstThursday (ISO8601) | |||
; Mark Email Read After: Number of seconds to wait before e-mail is marked as read. -1 for never. | |||
; Email Signature: E-mail signature added at the end of new email | |||
; CRM Login for Exchange: Whether to automatically use user's CRM login for Exchange login | |||
; Exchange Server URL: Exchange Server URL. Leave blank for Exchange Online. | |||
; Show Exchange Home: Whether the exchange home item is visible. | |||
== Accounts == | |||
; Allow Google Connect: Show/Hide the 'Google Connect' button in the App Setup section. | |||
; Google Drive Root Folder: Root Folder for CRM record's related files. Must begin with '/' | |||
; Allow Exchange Connect: Show/Hide the 'Exchange Connect' button in the App Setup section. | |||
; Allow SharePoint Connect: Show/Hide the 'SharePoint Connect' button in the App Setup section. | |||
; Allow DropBox Connect: Show/Hide the 'DropBox Connect' button in the App Setup section. | |||
; Dropbox Root Folder: Root Folder for CRM record's related files. Must begin with '/'. | |||
; Allow OneDrive Connect: Show/Hide the 'OneDrive Connect' button in the App Setup section. | |||
; OneDrive Root Folder: Root Folder for CRM record's related files. Must begin with '/'. OneDrive for Business: For other than user's default drive, enter drive's ID as prefix separated by a colon, e.g.'SharedDriveId:/MyFolder/' | |||
; Allow Box Connect: Show/Hide the 'Box Connect' button in the App Setup section. | |||
; Box Root Folder: Root Folder for CRM record's related files. Must begin with '/'. | |||
; Google API Key: Windows Desktop: Google Maps API key used by the map view. Generate it on Google API Console. | |||
; Bing Maps API Key: Windows 10: Bing Maps API key used by the map view. Generate it on Bing Maps portal. | |||
; Mapbox Access Token: Access Token for Mapbox maps. Needed for custom maps. | |||
; Allow Universign Connect: Show/Hide the 'Universign Connect' button in the App Setup section. | |||
; Show/Hide the 'Universign Connect' button in the App Setup section.: Use sandbox environment when connecting to Universign services. | |||
; Allow DocuSign Connect: Show/Hide the 'DocuSign Connect' button in the App Setup section. | |||
; Use DocuSign sandbox: Use sandbox environment when connecting to Docusign services. | |||
; Docusign Integrator Key: Docusign Integrator (API) Key, created in Docusign Admin console. | |||
; Docusign Secret Key: Docusign Secret Key, generated under Integrator Key settings. | |||