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.

Resco for Salesforce

Harnessing the power of Microsoft Dataverse

As digital transformation continues to redefine the business landscape, data management is increasingly becoming a critical factor for success. Microsoft Dataverse, formerly known as the Common Data Service (CDS), stands as a beacon in this realm, providing a robust, secure, and efficient platform for data management in the cloud.  Besides serving as a centralized data

Inspections masterclass (Day 1): Enhancing questionnaires with Dataverse data

Join Timotej Lesko, Product Support Team Lead, to discover techniques enabling you to improve data flow and the efficiency of field inspections. Gain valuable insights and practical knowledge through a demonstration of various tips & examples, where you will learn how to: Details

Challenge accepted: Three unique customer demands solved with the Resco platform

Step into the world of Dynamics and discover how to make the most of it with Resco alongside our experienced Product Consultant Tomas Brutovsky. You might remember Microsoft’s Dynamics CRM 4.0, which was released in 2008. It was at the same time that Tomas entered the world of Dynamics. Witnessing its evolution over the years,
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