Sync Filter: Difference between revisions

Jump to navigation Jump to search
1,083 bytes added ,  22 June 2021
no edit summary
No edit summary
Line 2: Line 2:
{{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]].
Line 9: Line 11:


[[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.
=== Accessing 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".
# Open the zip archive; you can find the file SyncFilter.xml in the Configuration folder.
{{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}}


== Introduction ==
== Introduction ==
Line 76: Line 98:
== 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 of 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'''.
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 ==

Navigation menu