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The one-click integration into app projects (the Add to... buttons) wasn't originally included. The bindings had to be created manually. If you want to create your integration from scratch, or if you are looking for inspiration how to customize the display within the app, see [[Adding questionnaires to app projects]]. | The one-click integration into app projects (the Add to... buttons) wasn't originally included. The bindings had to be created manually. If you want to create your integration from scratch, or if you are looking for inspiration how to customize the display within the app, see [[Adding questionnaires to app projects]]. | ||
== Filters == | === Filters === | ||
Questionnaire templates, snippets, and questionnaire answers are stored in the same entity ( | Questionnaire templates, snippets, and questionnaire answers are stored in the same entity: questionnaire (see [[Questionnaire_Designer#Technical_information|technical information]] for details). Additionally, templates can have different states, depending on their [[Questionnaire_Designer#Life_cycle_of_a_questionnaire_template|lifecycle]] (draft/active/inactive or draft/staged/published/archived). All of these can be displayed in the mobile app. However, it usually does make sense to differentiate and filter these records. Consider the following Woodford settings: | ||
* Use [[Sync Filter]] to define what data from the server is replicated in the Resco Mobile CRM application during a synchronization. Remember that sync filters usually only apply in offline mode! | * Use [[Sync Filter]] to define what data from the server is replicated in the Resco Mobile CRM application during a synchronization. Remember that sync filters usually only apply in offline mode! | ||
* Use [[View#Edit_filter|view filters]] to restrict the displayed data in the view to only those that meet the specified conditions. You can create multiple views for different use cases. | * Use [[View#Edit_filter|view filters]] to restrict the displayed data in the view to only those that meet the specified conditions. You can create multiple views for different use cases. | ||
For example, when displaying a list of available templates for mobile users to choose from, use only active or published templates. Set this up in the view filter. For the sync filter, however, consider also including archived templates if you want to allow the mobile users to view older completed questionnaires. | |||
== Permissions == | == Permissions == | ||