I have added a offline HTML page on contact and checked "Delay Load", still the page is loaded when the form loads. But i want the page to loaded when the user taps the tab.

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Check if List View Related Tab has values in the creation of a new register

December 12, 2015, 3:24 am

≫ Next: Filter the view of a lookup on an entity form

≪ Previous: Delay load

Hi Support!

we'll like to share the next request and we aren't sure about the best way to develop it.

We have a custom entity A. When the user is creating a new register, we show the Main Form for A and we show a related tab with a List View of another related entity. If mandatory that the user include one or more register in this related tab.

Our doubt here is, how could check in the save of the new register A if the user have included 1 or more registers?.

Please, tell us if you need more information.

Thanks for your help.
Kind regards,
Luis

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Filter the view of a lookup on an entity form

January 19, 2016, 7:02 am

≫ Next: OnLoad rule based on interface language + Possibility to use external barcode scanner

≪ Previous: Check if List View Related Tab has values in the creation of a new register

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

≫ Next: Chat

≪ Previous: Filter the view of a lookup on an entity form

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

≫ Next: Open a Third Party App

≪ Previous: OnLoad rule based on interface language + Possibility to use external barcode scanner

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

≫ Next: How to make the plugin work in Offline mode

≪ Previous: Chat

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

≫ Next: Resco Sync Filters

≪ Previous: Open a Third Party App

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

≫ Next: Update Parent entity record from child record

≪ Previous: How to make the plugin work in Offline mode

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

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Update Parent entity record from child record

October 27, 2015, 3:58 am

≫ Next: Customize Woodford Interface?

≪ Previous: Resco Sync Filters

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

≫ Next: Unrelated Entity List Filter

≪ Previous: Update Parent entity record from child record

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

≫ Next: Contact Info Form Field Labels / View Column Labels

≪ Previous: Customize Woodford Interface?

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

≫ Next: Record security not respected when owned by team

≪ Previous: Unrelated Entity List Filter

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

≪ Previous: Contact Info Form Field Labels / View Column Labels

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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