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Releases/Spring 2022: Difference between revisions
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The Spring 2022 release (15.0) is planned for March 2022. | The Spring 2022 release (15.0) is planned for March 2022. | ||
== | == Multiselect actions for Questionnaire Designer == | ||
To make the management of questionnaires, folders, and snippets easier, Questionnaire Designer now allows you to select multiple items and perform bulk actions. | |||
* To select items, either use the '''Select''' button or hold Ctrl/Command key and click the items to select. | |||
* The following actions support multiple items: import/export, activate/deactivate, clone, move between folders. | |||
== Route plan == | |||
* Save daily activities as route templates that you can reuse on later days. | * Save daily activities as route templates that you can reuse on later days. | ||
* Add multiple activities to your calendar/route plan in one go. | * Add multiple activities to your calendar/route plan in one go. | ||
* Visually distinguish between draft and saved appointments when designing route plan. | * Visually distinguish between draft and saved appointments when designing route plan. | ||
== Document filters for Salesforce == | |||
[[Document filters]] allow you to control which documents should be available in the app in offline mode. This feature is now also available when using Salesforce as your backend server. | |||
== resco.Houston == | |||
=== Using PDF documents in guides === | |||
Do you already have many PDFs with instructions and are terrified of converting them to resco.Houston guides? No problem. Just include them right into the guide and make them part of the process. Optionally, add your comments, tips, or warnings so your readers don't miss anything important. | |||
In the [[Resco.Houston_back_office_guide#Creating_a_new_guide|guide editor]]: | |||
# Add PDF files to the guide's media library (the same way as you do with images). | |||
# Drag a PDF to a step. The first page of the PDF will appear as an image of the step. | |||
# Optionally, drag it to the cover as well if you want to use it as a cover image. Or just use any other image. | |||
When you read a guide with an embedded PDF document, an icon over the step image indicates that the step contains PDF. To read the PDF document, simply tap the image. | |||
[[File:Pdf in houston guide.png|600px]] | |||