10,730
edits
Important: Deprecating old WebView — Publish failed error
Inspections: Difference between revisions
Jump to navigation
Jump to search
→Filters: link sample sync filter
(→Filters: link sample sync filter) |
|||
| Line 125: | Line 125: | ||
Questionnaire templates, snippets, and questionnaire answers are stored in the same entity: questionnaire (see [[Resco Inspections data model|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: | Questionnaire templates, snippets, and questionnaire answers are stored in the same entity: questionnaire (see [[Resco Inspections data model|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! For inspiration, see this [[Sync_Filter_examples#Active_questionnaire_templates_and_recent_answers|sample sync filter]]. | ||
* 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. | ||