Configuration: Difference between revisions

Revision as of 09:06, 26 July 2019

You can use Woodford to set up some of the default settings of the Resco Mobile CRM app remotely. You can also prohibit users from modifying the settings. Edit an app project and select Configuration from the Project menu.

The list of parameters is divided into several groups. You can expand and collapse each group by clicking its header row.

User Experience
Data
Synchronization
Security
Online Mode
PIM/Email
Accounts

Each row represents a configuration parameter.

It is identified by a name, a description, and the default value - you cannot change these.
Use the Value column to modify configuration. All changed options are displayed bold.
Optionally, use the Lock checkbox to allow or disallow app users to override the setting in the app. If you lock a setting, the option actually disappears from the Setup section of the mobile app.

You can also configure Sync Config and Blob Filter from this screen.

Configuration examples

Client Customize: This setting does not use the Lock checkbox. If you leave the Value checkbox ticked, users will be able to use the Data part of the Setup and enable/disable entities. If you clear the Value checkbox, users will not see the Data part anymore and will not be able to enable/disable entities.

Multi Thread Sync: This setting does not use the Lock checkbox, as this setting is not available in the Mobile CRM Setup. This option is enabled by default, but if users experience synchronization problems, it can be turned off.

Use Database Encryption: This setting does not use the Lock checkbox, as this setting is not available on the Mobile CRM Setup. Local database is encrypted by default on the mobile devices. It can be disabled though.

Save Signature As PNG: If this option is enabled and value set to true, the signature files will be saved as .PNG files instead of .SVG that is used when the value is set to false.

Use Entity & Attribute Map: If you have an automatic field mapping set up on the CRM server, this parameter will enable the same functionality in the Mobile CRM application.

Background synchronization: You need to set Require Sync Login option to False and Save Password to True.

Automatic synchronization: Please check our blog post. Blog

Detecting duplicates (Microsoft Dynamics)

The parameter Duplicate Detection controls whether to use duplicate detection when creating a new record. The purpose of Duplicate detection is to discover duplicate records, such as:

Accounts using the same name
Contacts using the same e-mail address

Duplicate detection rules are to be set on the CRM server (for more info, go to LINK). Mobile CRM application does not create any rules on its own; it may be directed to make use of the CRM server rules.

If you do so, then whenever an entity record is saved, this record is compared against the existing records to find the possible duplicates. If there are any, MobileCRM application displays a warning and users get a chance to edit the data.

Disabled: Duplicates are not detected.

Enabled: If MobileCRM is in offline mode: The local database is checked for duplicates by using the local rules. (Duplicate detection is stored in system entities duplicaterule and duplicaterulecondition. These entities physically contain the duplicate detection rules. They are originally stored on the server (server rules), but once enabled, the synchronization will copy the rules to the local database thus creating the local rules.); If MobileCRM is in the online mode: The server database is checked for duplicates by using the server rules.

AlwaysOnline: Even if the Mobile CRM app is set to offline mode, the server database is used when looking for duplicates.

Note	Make sure that the Sync Filter does not exclude rules that are needed for the duplicate detection. Also, do not disable these entities in Woodford.

User Experience

Full-screen Forms: Whether to show forms (on tablets) in full screen mode.
Allow Form Resize: Whether to allow the user to toggle form's full-screen mode.
Flexible Forms: Whether to use new forms UI.
Auto Form Grid: The width in pixels after which a form will be switched to simple grid mode.
Flexible Forms use Vertical List: Whether to use vertically scrolling list in new forms UI or horizontally (default).
Auto List Grid: The width in pixels after which a list will be switched to simple grid mode.
Auto List Header: Whether to automatically show list header.
Enable List Buttons: Whether to show list row buttons.
User's language Reports only: Whether to show reports for user's language. Otherwise reports for all languages can be selected.
Allow Advanced Find: Whether the user can use Advanced Find and create custom personal views.
Incremental List Search: Whether to filter lists after every key stroke or whether to wait for the 'Enter' key.
Use Legacy iOS WebView: iOS: Whether to host iFrames in legacy UIWebView instead of default WKWebView.
Use Chromium browser on Win7: Win7 Desktop: Whether to use Chromium Embedded Framework browser instead of IE.
Use Legacy Buttons: Whether to use in-line buttons or legacy view buttons (iOS, Android).
Use Legacy Charts: Whether to use HTML charts or legacy charts.
Save Button Action: The form's save button action. The default is SaveOnly for new entity, SaveAndClose otherwise.
Reload After Save: Whether to reload the form (re-read data) after Save.
Desktop FullScreen: Windows Desktop: Whether the App should run in FullScreen (true) or standard Window mode (false).
Desktop ScrollBar Width: Windows Desktop: The width in pixels of the form scrollbars.
Ask User Before Exit: Windows Desktop: Whether the user confirmation is required to exit the App.
Show Related Activities: Whether to show Activities from related records. (Initial setting, user choice will be remembered.)
Show Dashboard: Whether to show dashboard(s).
Show Map: Whether to show map(s).
Map Pin Aggregation: Whether to allow the pin aggregation on the map.
Map Pin Expansion: Whether to allow the pin expansion on the map.
GPS Position Accuracy: The default accuracy (in meters) when resolving the current position.
GPS Position Age: The default maximum age (in seconds) of the last result when resolving the current position.
Combined Booking Form: Whether to show the Work Order form on the Bookable Resouce Booking form
Use Legacy PDF Viewer: Android Only. Whether to use the legacy PdfJS viewer or the native pdf viewer
Barcode Length: The required length of all scanned barcodes. 0 - any length is acceptable
Assoc List Editable: Whether the associated list is editable (can create new records) only if the parent form is editable.
Disable prompt for Record Type: Salesforce: Whether application should disable automatic prompt for record type when user created new record.
Disable multi-layout support: Salesforce: Whether application should disable automatic showing/hiding of form sections based on Salesforce layout configuration.
Prefer Salesforce Files over Attachments: Salesforce: Application will use Files as default entity for generated content such as Mobile Reports.

Data

Client Customize: Allow the mobile user to hide entities in the App Setup section.
Hide Locked Settings: Whether locked config options in SetupForm should be disabled or hidden.
Allow User to Delete Data: Show/Hide the 'Delete Data' button in the App Setup section.
Max Upload Attachment Size: The maximum size of attachment (notes, email attachment) in bytes that can be created in the App.
Capture Photo Size: The default photo size for photos taken in the App.
Max Export Records: The maximum number of records to export (in the 'Export' command). -1 - no limit.
Audio/Video recording quality: The recording quality for audio or video taken in the App. (Affects file size!)
Allow Photo Cropping: Whether to show the photo cropping step after a photo is taken.
Save Signature As PNG: Whether to store signature as vector SVG image or PNG.
Use Database Encryption: Whether to encrypt the device database that stores the offline CRM data.
Use Sql Like Optimization: Using this (SQLite) optimization can increase the BeginsWith operator performance for large data sets. (E.g., speeds up incremental search.)
Use Entity & Attribute Map: Whether to use the Entity and Attribute Mappings (configured in CRM) when creating a new record.
Duplicate Detection: Whether to use duplicate detection when creating a new record.
Auto Save Product Detail: Whether to edit the sales product detail entity directly or to apply changes on save.
Ignore Missing Process Flow.: Whether to show an error if the Business Process Flow is not found.

Synchronization

Sync Shared Records: Whether to sync shared records.
Sync Email as Text: Strips HTML from CRM emails during synchronization. Database space optimization.
Max Sync Records: The maximum number of records per entity to download. This is a hard limit. Designing more restrictive sync filters is a better way to reduce the App data.
Max Attachment Size: The maximum size of attachment (notes, email attachments) in bytes to be downloaded during sync.
Background Download: Always download records in background.
No Lock During Sync: (Contact support before use!) Whether the server should take no lock during read. Prevents deadlocks, but can cause read of uncommitted dirty data.
Send empty Picklist as Null: (Contact support before use!) Whether to send empty picklist value as Null (default is false, empty is sent as -1).
RowVersion Change Tracking: (Contact support before use!) Uses a more precise method for tracking server changes.
Use Linked Sync Filter: (Contact support before use!) Whether to use linked sync filter in incremental sync.
Multi Thread Sync: (Contact support before use!) Use multiple threads for faster sync.
# Records / UploadRequest: (Contact support before use!) The maximum number of upload requests sent to Server in one batch.
Disable Sync Analyzer: (Contact support before use!) Analyzer detects tables for which the download of the full table content is more efficient than the incremental sync.
Full Sync on Schema Change: (Contact support before use!) Whether to force full sync on schema change. (I.e. when a new customization changes entities/fields.)
Diagnostic Sync Logs: Whether to produce diagnostic output from synchronization.
Log Conflict Details: Whether the sync log should list client data changes along with logged conflict. For entities with conflict handling set to User Action.
Send Error Logs via Resco: Forces error logs to be sent via Resco web service instead of native email client
# Emails / Download batch: (Contact support before use!) The maximum number of emails to download in one batch.
Auto Sync: Setup automatic synchronization. (Never, On App start, After entity form save action)
Auto Sync Delay: Synchronizes every X seconds even if no local changes were made. 0 - disabled
Auto Sync in Online: Synchronizes after X seconds after a change is made in Online Mode. 0 - disabled
Background File Sync: Always download attachments in background. Sync does not wait for attachment download completion.
Sync Azure Attachments: Whether to use special method to download note attachments stored in azure blob storage.
Cascading Delete: Deleting a record implies deleting also its children and attachments.
Cascading Cleanup: When deleting a record all lookups pointing to that record are set to null.
Upload Order: Whether sync uploads entity records in the order in which they were created / deleted / changed for the 1st time. Same entity only.
SharePoint REST API: Whether to use new SharePoint REST API or standard web-service.
User can Ignore Sync Errors: Whether to allow the user to 'resolve' sync error with ignore.
Show Sync Warnings: Whether to show sync warnings alert or just put them to the sync log.
Field Level Permissions: Whether to enabled field level permissions. Requires a full sync.
Remote Conflict Resolution: Whether the sync should check for remote control resolution (done in Woodford's Sync Dashboard).
Legacy Marketing Sync: (Contact support before use!) Whether to use legacy marketing list member sync algorithm.

Security

Save Password: Whether password entry is required each time the App is run.
Verify Server Certificate: Refuses server connection if the HTTPS certificate is invalid or self-signed.
Pinned Server Certificate: Refuses server connection if the HTTPS certificate does not match SHA1 fingerprint [5A D5 58 21 9D 72 19 8B 6C A5 E6 3D 1F 96 6F 22 95 C3 D1 14].
Require Sync Login: Whether password entry is required each time the App is synchronized.
Enable Customization Security: Enables the Offline HTML and customization files content verification.
OAuth Offline token age: Lifetime of the OAuth offline token in seconds. 0 - unlimited. Default: 0.

Online Mode

Online Mode: Setup when to work in Online mode.
No Lock in Online: (Contact support before use!) Whether the server should take no lock during read. Prevents deadlocks, but can cause read of uncommitted dirty data.
Sync before going Online: Whether to synchronize before going into Online Mode.
Sync before going Offline: Whether to synchronize before going into Offline Mode.
Allow User Mode Switch: Whether the user can change online/offline mode via button.

PIM/Email

Use Reminders: Uses the device notifications for CRM configured entities. Configure in Reminders section.
Show Personal Events: Whether to show personal calendar events in the App Calendar.
Show Personal Contacts: Whether to show personal contacts in the App merged with CRM records.
Send Meeting Invitations: Whether to send meeting invitations when Appointment is modified.
Use CRM Email: When sending emails use CRM email or device email application.
HTML Email: Whether to show emails as original HTML or converted to text. (Applies to CRM emails for which HTML wasn't stripped off. Google/Exchange emails are shown as HTML always.)
Create 'Phone Call' record: Whether to show the new Phone Call form after a call that was started from the App.
CamCard ApiKey: The api key you got from CamCard.com for using the Business Card scanner application
CamCard Save Image: Whether to save the image of the business card as attachment
Calendar Week Rule: The rule for calculating Week Number, 0-Auto, 1-FirstDay, 2-FirstFullWeek, 3-FirstThursday (ISO8601)
Mark Email Read After: Number of seconds to wait before e-mail is marked as read. -1 for never.
Email Signature: E-mail signature added at the end of new email
CRM Login for Exchange: Whether to automatically use user's CRM login for Exchange login
Exchange Server URL: Exchange Server URL. Leave blank for Exchange Online.
Show Exchange Home: Whether the exchange home item is visible.

Accounts

Allow Google Connect: Show/Hide the 'Google Connect' button in the App Setup section.
Google Drive Root Folder: Root Folder for CRM record's related files. Must begin with '/'
Allow Exchange Connect: Show/Hide the 'Exchange Connect' button in the App Setup section.
Allow SharePoint Connect: Show/Hide the 'SharePoint Connect' button in the App Setup section.
Allow DropBox Connect: Show/Hide the 'DropBox Connect' button in the App Setup section.
Dropbox Root Folder: Root Folder for CRM record's related files. Must begin with '/'.
Allow OneDrive Connect: Show/Hide the 'OneDrive Connect' button in the App Setup section.
OneDrive Root Folder: Root Folder for CRM record's related files. Must begin with '/'. OneDrive for Business: For other than user's default drive, enter drive's ID as prefix separated by a colon, e.g.'SharedDriveId:/MyFolder/'
Allow Box Connect: Show/Hide the 'Box Connect' button in the App Setup section.
Box Root Folder: Root Folder for CRM record's related files. Must begin with '/'.
Google API Key: Windows Desktop: Google Maps API key used by the map view. Generate it on Google API Console.
Bing Maps API Key: Windows 10: Bing Maps API key used by the map view. Generate it on Bing Maps portal.
Mapbox Access Token: Access Token for Mapbox maps. Needed for custom maps.
Allow Universign Connect: Show/Hide the 'Universign Connect' button in the App Setup section.
Show/Hide the 'Universign Connect' button in the App Setup section.: Use sandbox environment when connecting to Universign services.
Allow DocuSign Connect: Show/Hide the 'DocuSign Connect' button in the App Setup section.
Use DocuSign sandbox: Use sandbox environment when connecting to Docusign services.
Docusign Integrator Key: Docusign Integrator (API) Key, created in Docusign Admin console.
Docusign Secret Key: Docusign Secret Key, generated under Integrator Key settings.

Revision as of 09:05, 26 July 2019 view source Jzambor (talk \| contribs) Interface administrators, Administrators 11,390 edits →Detecting duplicates (Microsoft Dynamics) ← Older edit		Revision as of 09:06, 26 July 2019 view source Jzambor (talk \| contribs) Interface administrators, Administrators 11,390 edits No edit summary Newer edit →
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	You can use [[Woodford]] to set up some of the default settings of the [[Resco Mobile CRM]] app remotely. You can also prohibit users from modifying the settings. Edit an [[app projects\|app project]] and select '''Configuration''' from the '''Project''' menu.		You can use [[Woodford]] to set up some of the default settings of the [[Resco Mobile CRM]] app remotely. You can also prohibit users from modifying the settings. Edit an [[app projects\|app project]] and select '''Configuration''' from the '''Project''' menu.