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Filter the view of a lookup on an entity form

January 19, 2016, 7:02 am
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Tell me please, is it possible to filter the view of a lookup (field type - Lookup) on an entity form dynamically by javascript?
our case: there is a territorial hierarchy: Region->City District-> City. Is it possible to filter the City(field type - Lookup) by the City District(field type - Lookup) if it is filled otherwise by the Region(field type - Lookup).
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OnLoad rule based on interface language + Possibility to use external barcode scanner

August 6, 2015, 12:25 am
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Hi, I have two questions.

1. Can I create OnLoad rule which will check language interface of Resco CRM and based on that it will set IsVisible to False/True? I have html file in 2 languages and I want to show only one of them based on language user selected in Configuration.

2. Is it possible to use external barcode scanner? Connected to USB or via Bluetooth? Using built-in camera is sometimes very difficult (for example in low light enviroment) and waiting for camera to focus takes some time. It's faster to just enter code manually.

Thanks in advance!
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Chat

January 20, 2016, 8:49 am
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Can view the Chat Wall for a record in CRM dynamics browser?
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Open a Third Party App

January 26, 2016, 8:08 am
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Is there a way to open another mobile app from inside resco mobile crm?

Let's say that I have an iframe and I want to open another app when an event happens.

Is there is a way to do that?

Thanks
Jose
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How to make the plugin work in Offline mode

January 5, 2016, 4:42 am
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Hi, 

I has a requirement where we need to fire the plugin in Offline and Online mode. 


Can i achieve this in resco? 
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Resco Sync Filters

January 28, 2016, 9:24 am
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Hello,

 

I have a question regarding the functionality and capability of sync filters:

 

We have an entity called locations in Dynamics CRM 2015 which will contain approximately 2 million records. Each Location can belong to a particular Area (entity). An Area can have multiple CRM users associated with it.

Entity Relationship:

Location (N:1) Area (1: N) User

 

Currently I've implemented a sync filter where Resco only filters Locations that have the same Area as the User.

 

However, there is also a requirement for users to be able to access (in offline mode), Locations that are not within their Area but are associated to Cases, opportunities etc assigned to them. Is this possible in Resco?

 

I have the latest version of woodford and the ipad app

 

Cheers

J

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Update Parent entity record from child record

October 27, 2015, 3:58 am
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Hi All,

I have a couple of requirements where I need to update/ disable the parent record when the child record is updated (Eg: - an account (parent) with contacts (child)). 

The way I need the functionality to work is - when a user is in an account record, they select and open a contact record from the subgrid (entity list). On the contact record the user updates a field (Eg: a whole number field called 'Contact Rating') at which point:

1.  if the number is 0, a warning message must be displayed and the parent account record must be set to read only so that when the user saves the contact and returns to the parent account all fields should be read only.
Is there a way i can accomplish this? Can I return the user Home when the contact is saved? I could set a trigger field on the parent account and then fire some js when the user returns to the parent record?

2. if the number is greater than 0, the 'Account Rating' field on the parent account must be updated with the sum of the 'Contact Rating' field from all contacts.
I have implemented this functionality using the JSBridge, but the updated value is not displayed on the parent account when I return to it. It is only refreshed if I go out of the account and re-open it.

In both scenarios i need some functionality to fire on the parent record when the user returns from the child record. I haven't been able to find an event/ trigger to make this happen. Any suggestions would greatly be welcomed.

I found a similar topic but haven't implemented the solution yet - http://www.resco.net/forums/ShowPost.aspx?PostID=50874
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Customize Woodford Interface?

February 4, 2016, 12:12 pm
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I've now got multiple environments for my client and I wish to customize the Woodford interface to make it easy to tell which environment I am in.

Is there any way to make it appear different depending on what server I am using?
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Unrelated Entity List Filter

February 16, 2016, 2:22 pm
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I am trying to accomplish something almost identical to the case in this post: http://www.resco.net/forums/ShowPost.aspx?PostID=50771 , but in my case the child entity is related to a parent entity only, which in turn is related to the entity of the Contact Information Form. I set up the filter in the way the post indicates, and I believe it should be working, but when I try to pull up the related "unrelated" records, I get the error: ServerError: faultcode=soap:Server...Attribute 'value' must be specified for condition operator: Equal". We have created a child entity for Case, and I want to display all of those records for a given Contact's Case records. Any help or suggestions appreciated.
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Contact Info Form Field Labels / View Column Labels

February 19, 2016, 12:20 pm
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I must be missing something obvious, but I cannot get any field labels to show on forms, or column labels to show in views. We are using Woodford v8.3.2. Can you point me in the right direction?
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Record security not respected when owned by team

February 21, 2016, 5:16 pm
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We have certain entities that are owned by a team. When the membership of this team is updated, it is not reflected in the resco application.

Our application is almost always running in offline mode and the sync only happens once a day or so. Even after we sync however, records that should no longer be visible to the user are still available.

How can we ensure that the security is respected in relation to the changes to a teams membership?
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Accessing Entity Image in Resco

December 9, 2015, 4:06 am
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Hi,

 

I hope you are aware of entityimage_url is the attribute used for storing the entity image URL in CRM for individual records like contacts. 

We have a requirement to use this field to show the image, however when we try to retrieve it through fetch it is throwing exception in resco (SQL server error). 

I see that when I upload Image for a contact and enable "Entity Image" field in Woodford it is showing corresponding image in Resco on contact… 

How should I achieve this through offline HTML 

Kindly help.

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LookUp View - Configure distinct or group by

December 14, 2015, 10:25 am
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Hello support,

we need to show in a LookUp View only the distinct values of a fields. For this, could we to configure the filter grouping for the field or using a distinct?

If your answer is negative, how could we do it? We'll need open de LookUp View from a field in the Main Form.

Kind regards,

Luis.
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Run OnChange rules from script in offline HTML

December 9, 2015, 4:02 am
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Is it possible to run OnChange rules from script in offline HTML, without changing field value manully?

Like field.fireOnChange in MSCRM.

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Run Workflow From App?

December 16, 2015, 6:58 am
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Hello,

Is it possible to run a workflow we have in CRM online from the app?  

We have a workflow that changes the status of an appointment when a user runs it, I would like to build a page and give the user a button they can click to run this workflow from that page.  

Would I use the MobileCRM.UI.ProcessController.changeProcess Method?

Thanks,
Adam

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Main Form not editable - Related Tab not editable

December 16, 2015, 10:06 am
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Hi support,

we have a doubt about Form Editable and Tabs.

I explain our situation, we want to update the Form.Editable=false when a user open a Form where the register has status=End.

This form has some related. He need to cancel the edition in this related Tab too. How could we do it?

Please, tell us if you need more information.

Kind regards,

Luis
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Exchange folder views

December 18, 2015, 6:10 am
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How to change the views (inbox/sent emails) in the new Exchange folder, which appeared in 8.3?
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External call to web service from Win 8 app

December 24, 2014, 5:36 am
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Hi,

First, Merry Christmas Resco friends!  I hope you all are enjoying your Christmas feast and Little Jesus brings you many presents!

I'm performing a simple AJAX call to a web service that works fine on the Android and Apple apps but doesn't run on the Windows 8 app.  Looks like it may be handling the request differently and I may be seeing a CORS issue, but I'm not sure.  My question is two-fold:

1. Does the Windows 8 app handle external calls differently than the Apple/Android apps, and if so do you have guidelines on how to use them?

and

2. Is there a way to execute a call to a web service via the bridge, or a way to pass C# code in from JavaScript via the bridge to call a web service? (Sort of a C# injection I suppose).

Merry Christmas and thanks for all of your help!

Adam
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Block all sections on button click of Form Section

December 24, 2015, 12:46 am
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Hi,

I want to block all sections ( Home Section, View Section and Form Section ) on button click of Form Section and after finishing all background process of ButtonClickEvent enable all sections till then all sections should be blocked.

I tired to us JQuery BlockUI in Offline Html, but it only blocks Forms Section and user is free to click Home Section and View Section.
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How to remove fields from Setup before publishing Project.

December 24, 2015, 1:01 am
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How to remove fields shown in Setup before publishing Project.
As shown in below screenshot i want to remove Sharepoint, Exchange and Dropbox option seen in Windows App of Resco
User should be able to see only CRM option.


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