Entity form, its lifecycle, events and best practices for form rules (with practical examples)

Entity form & Edit form editor Form is a screen in the application that contains numerous fields which either hold or await the data. It is a tool that enables system administrators to represent the database data and collect user data in a user-friendly way. Each form should be easily understandable, which can be achieved

Use regular expressions in form rules to validate field input in Resco Mobile CRM

Make sure your team won’t enter incorrect data into Resco Mobile CRM’s fields. In the Woodford configurator you can set up a form rule that checks the data format and notifies the user if the data doesn’t meet the required conditions. For example, on the Contact entity we want to prevent users from entering a

Woodford Rules Guide

Utilizing form rules to load information from any entity on forms: E.g. save changes only when specific data is associated

In this example we’ll take a look at a situation when you don’t want the Resco Mobile CRM app to save changes the user makes to a record, unless there is other particular data associated with it. When can this be useful?

Mobile Workflows a.k.a. Form Rules: simply explained

Workflows in MS Dynamics CRM were designed to automate business processes, or in other words to perform actions according to a set of predefined rules. With workflows you can model operations that run real-time or are triggered manually by a user.

Set up Form Rules in Mobile CRM

As part of the new Collaboration Update, we are adding a rocket engine to the configurator called Woodford. The new version (to be released on October 2nd) features Form Rules Editor allowing the administrators to easily define rules, under which mobile forms can be dynamically modified, or validated depending on field values or user input.

Spring Update 2023 Preview: What improvements to expect in this year’s first release

Resco’s Spring Update 2023 is just around the corner. Let’s look at the new features and improvements you can expect in the upcoming release at the end of March. resco.Platform Design forms with revamped editor The Form editor enables you to customize the layout, fields, rules, and actions of your mobile app according to the

Winter Update 2022

The first product webinar in 2023 – the winter edition – is here and that means it’s time for the latest installment of our regular series about the new capabilities of Resco solutions.   Our Product team will walk you through the benefits and news for the additions to Report Designer, Inspections, Guides, and Platform.

Resco Winter Update 2022: Big improvements in the last release of the year

Resco’s winter release is full of new features and improvements. It doesn’t matter if you are a user, customer or partner, there is something for everyone. Let’s get into it! resco.Inspections UI improvements for Report Designer To make working with Report Designer easier for you, we are introducing several enhancements to streamline your experience. One

Preventive Maintenance: A Comprehensive Guide

This comprehensive guide explains preventive maintenance definition, its types, maintenance strategies, importance, and more. How often have you heard people say: ‘Prevention is better than cure’? Preventive maintenance or preventative maintenance is a stiff example that fulfills the meaning of this known saying. The routine inspection and maintenance of everyday use equipment and tools lie
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