Table of contents

I. About

1. Glossary
2. Frequently asked questions
3. Salesforce frequently asked questions

II. Core concepts

1. resco.Platform
2. Data model
3. Security model
4. Synchronization
   • Automatic synchronization
   • Synchronization steps
   • Shared records
   • Synchronization troubleshooting
   • Sync Filter
     • Sync Filter examples
     • Sync Filter examples with linked entities
     • Sync Filter examples with child entities
     • Sync Filter examples with lookups
     • Sync Filter and incremental sync
   • Advanced sync setup
   • Deep dive: Sync download optimization
   • Document filters
   • API calls
5. User interface components
6. Business logic
7. FetchXML
8. Mobile report
9. Activity entity

III. Woodford

1. Introduction
2. App projects
   • Publishing app projects
   • Home screen
   • View
     • Row script
     • Private view
     • Filtered lookup
     • Filter editor
   • Form
     • Command editor
     • Flexible form
     • Process
     • Tagged image
     • Timeline
   • Tree view
   • Hub
   • Dashboard
   • Social
     • Chat
   • Global map
   • Offline HTML
   • Calendar
   • Events and reminders
   • Configuration
     • Duplicate detection
3. Device control
4. Mobile users
5. Rules editor
   • Formatting strings in rules
   • Execute JavaScript from rules
   • Button Click
   • Cell Click
   • On Can Execute
   • On Change
   • On Create
   • On Delete
   • On Execute
   • On Item Added
   • On Item Completed
   • On Load
   • On Repeat
   • On Save
   • Row script
   • Select Form
6. Style editor
7. Images
   • Image examples
8. Localizations
   • Localization examples
9. Entities
   • Metadata changes in live projects
10. Branding
11. Theme
12. Guides
13. Custom mobile apps
    • Enterprise deployment on iOS
14. Geocoding
15. Location tracking
16. Plugins
17. Maintenance
18. Business Process Flow
19. Auditing
20. Settings
21. Profile
22. About
23. Resco CRM sync
24. GitHub integration
25. Documents
26. Exchange
27. Google
28. Communication with external applications
29. Power BI
30. Integration with marketing services
31. Entity notification workflow
32. Barcode scanning
33. AI Image Recognition
34. Adobe XD plug-in
35. Capsules
36. Woodford CLI

IV. Resco Mobile CRM

1. Introduction
2. Connecting to CRM
3. Favorites
4. Setup
5. Online versus Offline
6. Voice control
7. List of supported languages
8. List of supported document formats
9. Email integration
10. Command line options
11. Locked application
12. Resco Mobile CRM on HoloLens
13. NFC
14. Document roundtrip
15. Bulk update

V. Resco Cloud

1. Introduction
2. Admin Console
3. Server processes
4. Calculated fields
5. Plug-in assemblies
6. Integration
7. Blob storage for Resco Cloud
   • REST API service / OData service / Questionnaire OData service
   • Power Automate
     • ‎Resco Cloud connector
     • ‎Resco Reports connector
   • Resco CRM sync
   • Direct integration via OData/Resco Cloud connectors
   • SMS gateway
8. Questionnaire Designer
9. Report Designer
10. Sync Dashboard
11. Resco Cloud on premises
12. Connect Resco Cloud to Azure AD
13. Connect Resco Cloud to custom ADFS
14. Connect Resco Cloud with Okta
15. Resco Cloud migration (EU)
16. Integration with marketing services
17. resco.FieldService
    • Getting started with resco.FieldService
    • Work order generation in resco.FieldService
    • Control panel in resco.FieldService
    • Working hours

VI. Security

1. Resco Mobile CRM security
2. Backend security considerations
3. Client and server communication
4. Enterprise security
5. Resco licensing service
6. Mobile device management
7. Enterprise deployment on iOS
8. Security bulletin
9. OAuth

VII. Resco Inspections

1. Introduction
2. Best practices for deploying Inspections
3. JSON storage for questionnaires
4. Resco Inspections data model
5. Questionnaire Designer
   • Questionnaire Designer examples
   • Mapping questions to fields
   • ‎Adding questionnaires to app projects
   • How to use a template from the Resco Template Library
6. Automatic Dashboard
7. Results Viewer
8. Report Designer
   • Report Designer examples
   • ‎Mobile reports for Resco Inspections
9. Schedule Board
10. Resco Inspections on Dynamics 365
11. Inspections on Power Platform
12. resco.Inspections (on Resco Cloud)
    • Resco Inspections (app)
    • Manager's experience
    • Client portal
13. Smartwatch integration
14. Questionnaire OData service
15. Houston video calls
16. RealWear
17. Zebra

VIII. Discontinued products

1. resco.Houston
2. Resco MobileForms Toolkit

IX. Dataverse/Dynamics specific information

1. Overview
2. Upgrading Microsoft Dynamics
3. Resco CRM sync
4. Business Process Flow
5. Plugins
6. Maintenance
7. Virtual table
8. File column
9. Resco Inspections on Dynamics 365
10. Resco Field Service 2.0 for Dynamics 365 Field Service
11. Pay with Resco
12. Deep dive: Timesheets

X. Salesforce specific information

1. Overview
2. Getting started with Salesforce
3. Salesforce FAQ
4. Salesforce trial
5. Resco managed package
6. Resco for Salesforce
7. Resco for Salesforce resources
8. Salesforce object blacklist

XI. Support

1. How to report requests
   • Privacy Notice Product Support
2. First level support
3. Releases
   • Preview
   • Release notes
   • Deprecations
4. Version number
5. Organization ID
6. Send log
7. Log files
8. Locked application
9. Conflict resolution
10. Sync Errors
11. Change List
12. Fiddler
13. XrmToolBox
14. Storage analyzer
15. SyncStats analyzer
16. Metadata changes in live projects
17. Best practices for upgrading Resco software
18. Upgrading Microsoft Dynamics
19. Resco Academy

XII. Resco JavaScript Bridge

1. Resco JavaScript Bridge
2. Debugging offline HTML
3. Offline HTML
4. Execute JavaScript from rules
5. React with JSBridge

XV. Resco Routes

1. Introduction
2. Resco Routes (app)
3. Location Monitor
4. Schedule Board
   • Schedule Board examples

XVI. Guides

1. Guides library
2. Guides feedback and statistics
3. Guides on Power Platform

XVII. Power Platform

1. Resco Docs+
2. Resco Forms+
3. Resco Steps+