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=== II. [[:Category:Core concepts|Core concepts]] === | === II. [[:Category:Core concepts|Core concepts]] === | ||
# [[ | # [[Mobile App Development Toolkit]] | ||
# [[Data model]] | # [[Data model]] | ||
# [[Security model]] | # [[Security model]] | ||
# [[Synchronization]] | # [[Synchronization]] | ||
#* [[Automatic synchronization]] | #* [[Automatic synchronization]] | ||
#* [[Synchronization steps]] | #* [[Synchronization steps]] | ||
#* [[Shared records]] | |||
#* [[Synchronization troubleshooting]] | #* [[Synchronization troubleshooting]] | ||
#* [[Sync Filter]] | #* [[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]] | #* [[Document filters]] | ||
#* [[API calls]] | #* [[API calls]] | ||
# [[User interface components]] | # [[User interface components]] | ||
# [[Business logic]] | # [[Business logic]] | ||
# [[FetchXML]] | # [[FetchXML]] | ||
#* [[Linked entities in FetchXML]] | |||
# [[Mobile report]] | |||
# [[Activity entity]] | |||
=== III. [[:Category:Woodford|Woodford]] === | === III. [[:Category:Woodford|Woodford]] === | ||
# [[Woodford|Introduction]] | # [[Woodford|Introduction]] | ||
# [[App projects]] | # [[App projects]] | ||
#* [[Data model in mobile apps]] | |||
#* [[Data model explorer]] | |||
#* [[Publishing app projects]] | |||
#* [[Home screen]] | #* [[Home screen]] | ||
#* [[View]] | #* [[View]] | ||
#** [[Responsive view design]] | |||
#** [[Row script]] | |||
#** [[Private view]] | |||
#** [[Filtered lookup]] | |||
#** [[Filter editor]] | |||
#* [[Form]] | #* [[Form]] | ||
#** [[Command editor]] | |||
#** [[Flexible form]] | |||
#** [[Process]] | |||
#** [[Tagged image]] | |||
#** [[Timeline]] | |||
#* [[Tree view]] | |||
#* [[Hub]] | #* [[Hub]] | ||
#* [[Dashboard]] | #* [[Dashboard]] | ||
#* [[Social]] | #* [[Social]] | ||
#** [[Chat]] | |||
#* [[Global map]] | #* [[Global map]] | ||
#* [[Offline HTML]] | #* [[Offline HTML]] | ||
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# [[Rules editor]] | # [[Rules editor]] | ||
#* [[Formatting strings in rules]] | #* [[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]] | |||
#* [[Global constants]] | |||
# [[Style editor]] | # [[Style editor]] | ||
# [[Images]] | # [[Images]] | ||
#* [[Image examples]] | |||
# [[Localizations]] | # [[Localizations]] | ||
#* [[Localization examples]] | |||
# [[Entities]] | # [[Entities]] | ||
#* [[Metadata changes in live projects]] | #* [[Metadata changes in live projects]] | ||
# [[Branding]] | # [[Branding]] | ||
# [[Theme]] | # [[Theme]] | ||
# [[Guides]] | |||
# [[Custom mobile apps]] | # [[Custom mobile apps]] | ||
#* [[Enterprise deployment on iOS]] | #* [[Enterprise deployment on iOS]] | ||
# [[Geocoding]] | # [[Location-based services]] | ||
# [[Location tracking]] | #* [[Geofencing]] | ||
#* [[Geocoding]] | |||
#* [[Location tracking]] | |||
# [[Plugins]] | # [[Plugins]] | ||
# [[Maintenance]] | # [[Maintenance]] | ||
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# [[Google]] | # [[Google]] | ||
# [[Communication with external applications]] | # [[Communication with external applications]] | ||
# [[Power BI]] | |||
# [[Integration with marketing services]] | # [[Integration with marketing services]] | ||
# [[Entity notification workflow]] | # [[Entity notification workflow]] | ||
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# [[AI Image Recognition]] | # [[AI Image Recognition]] | ||
# [[Adobe XD plug-in]] | # [[Adobe XD plug-in]] | ||
# [[Capsules]] | |||
# [[Woodford CLI]] | |||
=== IV. [[:Category:Resco Mobile CRM|Resco Mobile CRM]] === | === IV. [[:Category:Resco Mobile CRM|Resco Mobile CRM]] === | ||
# [[Resco Mobile CRM|Introduction]] | # [[Resco Mobile CRM|Introduction]] | ||
# [[Connecting to CRM]] | # [[Connecting to CRM]] | ||
# [[Favorites]] | # [[Favorites]] | ||
# [[Setup]] | # [[Setup]] | ||
# [[Online versus Offline]] | |||
# [[Voice control]] | |||
# [[Speech to text]] | |||
# [[OCR]] | |||
# [[List of supported languages]] | # [[List of supported languages]] | ||
# [[List of supported document formats]] | # [[List of supported document formats]] | ||
# [[Email integration]] | # [[Email integration]] | ||
# [[Command line options]] | # [[Command line options]] | ||
# [[Resco Mobile CRM | # [[Locked application]] | ||
# [[ | # [[Resco Mobile CRM on HoloLens]] | ||
# [[ | # [[NFC]] | ||
# [[RFID]] | |||
# [[Document roundtrip]] | |||
# [[Bulk update]] | |||
=== V. [[:Category:Resco | === V. [[:Category:Resco Cloud|Resco Cloud]] === | ||
# [[Resco CRM server|Introduction]] | # [[Resco CRM server|Introduction]] | ||
# [[Admin Console]] | # [[Admin Console]] | ||
# [[ | # [[Server processes]] | ||
# [[Resco CRM Connector]] | # [[Calculated fields]] | ||
# [[Plug-in assemblies]] | |||
# [[Integration]] | |||
# [[Blob storage for Resco Cloud]] | |||
#* [[Resco CRM Connector|REST API service]] / [[OData service]] / [[Questionnaire OData service]] | |||
#* [[Power Automate]] | |||
#** [[Resco Cloud connector]] | |||
#** [[Resco Reports connector]] | |||
#* [[Resco CRM sync]] | |||
#* [[Integrations|Direct integration via OData/Resco Cloud connectors]] | |||
#* [[SMS gateway]] | |||
# [[Questionnaire Designer]] | # [[Questionnaire Designer]] | ||
# [[Report Designer]] | # [[Report Designer]] | ||
# [[Sync Dashboard]] | # [[Sync Dashboard]] | ||
# [[Resco Cloud on premises]] | |||
# [[Connect Resco Cloud to Azure AD]] | |||
# [[Connect Resco Cloud to custom ADFS]] | |||
# [[Connect Resco Cloud with Okta]] | |||
# [[Resco Cloud migration (EU)]] | |||
# [[Integration with marketing services]] | # [[Integration with marketing services]] | ||
# [[resco.FieldService]] | |||
#* [[Getting started with resco.FieldService]] | |||
#* [[Work order generation in resco.FieldService]] | |||
#* [[Control panel in resco.FieldService]] | |||
#* [[Working hours]] | |||
=== VI. [[ | === VI. Security === | ||
# [[Resco | # [[Resco Mobile CRM security]] | ||
# [[ | # [[Backend security considerations]] | ||
# [[ | # [[Client and server communication]] | ||
# [[ | # [[Enterprise security]] | ||
# [[Resco licensing service]] | |||
# [[Mobile device management]] | |||
# [[Enterprise deployment on iOS]] | |||
# [[Security bulletin]] | |||
# [[OAuth]] | |||
=== VII. [[:Category:Resco Inspections|Resco Inspections]] === | === VII. [[:Category:Resco Inspections|Resco Inspections]] === | ||
# [[ | # [[Inspections|Introduction]] | ||
# [[Best practices for deploying Inspections]] | |||
# [[JSON storage for questionnaires]] | |||
# [[Resco Inspections data model]] | |||
# [[Questionnaire Designer]] | # [[Questionnaire Designer]] | ||
#* [[Questionnaire Designer examples]] | |||
#* [[Mapping questions to fields]] | |||
#* [[Adding questionnaires to app projects]] | #* [[Adding questionnaires to app projects]] | ||
#* [[How to use a template from the Resco Template Library]] | |||
# [[Automatic Dashboard]] | |||
# [[Results Viewer]] | |||
# [[Report Designer]] | # [[Report Designer]] | ||
#* [[Report Designer examples]] | |||
#* [[Mobile reports for Resco Inspections]] | |||
# [[Schedule Board]] | # [[Schedule Board]] | ||
# [[Resco Inspections (app)]] | # [[Resco Inspections on Dynamics 365]] | ||
# [[ | # [[Inspections on Power Platform]] | ||
# [[ | # [[resco.Inspections]] (on Resco Cloud) | ||
# [[ | #* [[Resco Inspections (app)]] | ||
#* [[Manager's experience]] | |||
#* [[Client portal]] | |||
# [[Smartwatch integration]] | |||
# [[Questionnaire OData service]] | |||
# [[Houston video calls]] | |||
# [[RealWear]] | |||
# [[Zebra]] | |||
=== VIII. [[Resco | === VIII. Discontinued products === | ||
# [[resco.Houston]] | |||
# [[Resco MobileForms Toolkit]] | |||
=== IX. [[:Category:Salesforce|Salesforce specific information]] === | === IX. [[:Category:Dynamics|Dataverse/Dynamics specific information]] === | ||
# [[Salesforce | # [[Dynamics|Overview]] | ||
# [[Upgrading Microsoft Dynamics]] | |||
# [[Resco Suite]] | |||
# [[Resco CRM sync]] | |||
# [[Business Process Flow]] | |||
# [[Plugins]] | |||
# [[Maintenance]] | |||
# [[Virtual table]] | |||
# [[File column]] | |||
# [[Resco Inspections on Dynamics 365]] | |||
# [[Resco Field Service 2.0 for Dynamics 365 Field Service]] | |||
# [[Pay with Resco]] | |||
# [[Deep dive: Timesheets]] | |||
# [[MSAL authentication]] | |||
# [[TDS]] | |||
=== X. [[:Category:Salesforce|Salesforce specific information]] === | |||
# [[Salesforce|Overview]] | |||
# [[Getting started with Salesforce]] | |||
# [[Salesforce FAQ]] | |||
# [[Salesforce trial]] | |||
# [[Resco managed package]] | |||
# [[Resco for Salesforce]] | # [[Resco for Salesforce]] | ||
# [[Resco | # [[Resco for Salesforce resources]] | ||
# [[Salesforce object blacklist]] | |||
=== XI. [[:Category:Support|Support]] === | |||
# [[How to report requests]] | |||
#* [[Privacy Notice Product Support]] | |||
# [[First level support]] | |||
# [[Releases]] | |||
#* [[Preview]] | |||
#* [[Release notes]] | |||
#* [[Deprecations]] | |||
# [[Version number]] | |||
# [[Organization ID]] | |||
# [[Send log]] | |||
# [[Log files]] | |||
# [[Locked application]] | |||
# [[Conflict resolution]] | |||
# [[Sync Errors]] | |||
# [[Change List]] | |||
# [[Fiddler]] | |||
# [[XrmToolBox]] | |||
# [[Storage analyzer]] | |||
# [[SyncStats analyzer]] | |||
# [[Metadata changes in live projects]] | |||
# [[Best practices for upgrading Resco software]] | |||
# [[Work with Resco app folder]] | |||
# [[Upgrading Microsoft Dynamics]] | |||
# [[Resco Academy]] | |||
=== XII. Resco JavaScript Bridge === | |||
# [[Resco JavaScript Bridge]] | |||
# [[Debugging offline HTML]] | |||
# [[Offline HTML]] | |||
# [[Execute JavaScript from rules]] | |||
# [[React with JSBridge]] | |||
=== XIII. [[Mobile Solutions]] === | |||
# [[Resco Field Service+|Field Service+]] | |||
# [[Resco Field Sales+|Field Sales+]] | |||
# [[Inspections]]+ | |||
# [[Resco Property+|Property+]] | |||
=== XIV. [[Resco City Smart Services]] === | |||
=== XV. [[:Category:Resco_Routes|Resco Routes]] === | |||
# [[Resco Routes|Introduction]] | |||
# [[Resco Routes (app)]] | |||
# [[Location Monitor]] | |||
# [[Schedule Board]] | |||
#* [[Schedule Board examples]] | |||
=== XVI. [[Guides]] === | |||
# [[Guides library]] | |||
# [[Guides feedback and statistics]] | |||
# [[Guides on Power Platform]] | |||
=== XVII. [[Power Platform]] === | |||
# [[Power Solutions]] | |||
#* [[Resco Docs+]] | |||
#* [[Resco Forms+]] | |||
#* [[Resco Steps+]] | |||
#[[Resco Power Components]] | |||
Latest revision as of 07:27, 18 November 2024
I. About
II. Core concepts
- Mobile App Development Toolkit
- Data model
- Security model
- Synchronization
- User interface components
- Business logic
- FetchXML
- Mobile report
- Activity entity
III. Woodford
- Introduction
- App projects
- Device control
- Mobile users
- Rules editor
- Style editor
- Images
- Localizations
- Entities
- Branding
- Theme
- Guides
- Custom mobile apps
- Location-based services
- Plugins
- Maintenance
- Business Process Flow
- Auditing
- Settings
- Profile
- About
- Resco CRM sync
- GitHub integration
- Documents
- Exchange
- Communication with external applications
- Power BI
- Integration with marketing services
- Entity notification workflow
- Barcode scanning
- AI Image Recognition
- Adobe XD plug-in
- Capsules
- Woodford CLI
IV. Resco Mobile CRM
- Introduction
- Connecting to CRM
- Favorites
- Setup
- Online versus Offline
- Voice control
- Speech to text
- OCR
- List of supported languages
- List of supported document formats
- Email integration
- Command line options
- Locked application
- Resco Mobile CRM on HoloLens
- NFC
- RFID
- Document roundtrip
- Bulk update
V. Resco Cloud
- Introduction
- Admin Console
- Server processes
- Calculated fields
- Plug-in assemblies
- Integration
- Blob storage for Resco Cloud
- Questionnaire Designer
- Report Designer
- Sync Dashboard
- Resco Cloud on premises
- Connect Resco Cloud to Azure AD
- Connect Resco Cloud to custom ADFS
- Connect Resco Cloud with Okta
- Resco Cloud migration (EU)
- Integration with marketing services
- resco.FieldService
VI. Security
- Resco Mobile CRM security
- Backend security considerations
- Client and server communication
- Enterprise security
- Resco licensing service
- Mobile device management
- Enterprise deployment on iOS
- Security bulletin
- OAuth
VII. Resco Inspections
- Introduction
- Best practices for deploying Inspections
- JSON storage for questionnaires
- Resco Inspections data model
- Questionnaire Designer
- Automatic Dashboard
- Results Viewer
- Report Designer
- Schedule Board
- Resco Inspections on Dynamics 365
- Inspections on Power Platform
- resco.Inspections (on Resco Cloud)
- Smartwatch integration
- Questionnaire OData service
- Houston video calls
- RealWear
- Zebra
VIII. Discontinued products
IX. Dataverse/Dynamics specific information
- Overview
- Upgrading Microsoft Dynamics
- Resco Suite
- Resco CRM sync
- Business Process Flow
- Plugins
- Maintenance
- Virtual table
- File column
- Resco Inspections on Dynamics 365
- Resco Field Service 2.0 for Dynamics 365 Field Service
- Pay with Resco
- Deep dive: Timesheets
- MSAL authentication
- TDS
X. Salesforce specific information
- Overview
- Getting started with Salesforce
- Salesforce FAQ
- Salesforce trial
- Resco managed package
- Resco for Salesforce
- Resco for Salesforce resources
- Salesforce object blacklist
XI. Support
- How to report requests
- First level support
- Releases
- Version number
- Organization ID
- Send log
- Log files
- Locked application
- Conflict resolution
- Sync Errors
- Change List
- Fiddler
- XrmToolBox
- Storage analyzer
- SyncStats analyzer
- Metadata changes in live projects
- Best practices for upgrading Resco software
- Work with Resco app folder
- Upgrading Microsoft Dynamics
- Resco Academy
XII. Resco JavaScript Bridge
- Resco JavaScript Bridge
- Debugging offline HTML
- Offline HTML
- Execute JavaScript from rules
- React with JSBridge