Releases/Spring 2022: Difference between revisions
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== Option to disable automatic reports in Questionnaire Designer == | == Option to disable automatic reports in Questionnaire Designer == | ||
Questionnaire Designer allows you to design fitting reports along with your questionnaire templates. These automatic reports used to be available for some time, but you now have the option to disable them. | [[Questionnaire Designer]] allows you to design fitting reports along with your questionnaire templates. These [[Mobile_reports_for_Resco_Inspections#Automatic_report:_edit_in_the_Questionnaire_Designer|automatic reports]] used to be available for some time, but you now have the option to disable them. | ||
On the data level, the definition of the automatic report is saved in the questionnaire record "autoreport", and report styles are saved in the field "reportingproperties". The content of each field is a potentially large XML file. If you're not using automatic reports, disable them to save database space and sync time. | On the data level, the definition of the automatic report is saved in the questionnaire record "autoreport", and report styles are saved in the field "reportingproperties". The content of each field is a potentially large XML file. If you're not using automatic reports, disable them to save database space and sync time. | ||
Revision as of 12:02, 7 February 2022
| Warning | Work in progress! We are in the process of updating the information on this page. Subject to change. |
The Spring 2022 release (15.0) is planned for March 2022.
Multiselect actions for Questionnaire Designer
To make the management of questionnaires, folders, and snippets easier, Questionnaire Designer now allows you to select multiple items and perform bulk actions.
- To select items, either use the Select button or hold Ctrl/Command key and click the items to select.
- The following actions support multiple items: import/export, activate/deactivate, clone, move between folders.
Option to disable automatic reports in Questionnaire Designer
Questionnaire Designer allows you to design fitting reports along with your questionnaire templates. These automatic reports used to be available for some time, but you now have the option to disable them.
On the data level, the definition of the automatic report is saved in the questionnaire record "autoreport", and report styles are saved in the field "reportingproperties". The content of each field is a potentially large XML file. If you're not using automatic reports, disable them to save database space and sync time.
Route plan
- Save daily activities as route templates that you can reuse on later days.
- Add multiple activities to your calendar/route plan in one go.
- Visually distinguish between draft and saved appointments when designing route plan.
Document filters for Salesforce
Document filters allow you to control which documents should be available in the app in offline mode. This feature is now also available when using Salesforce as your backend server.
Woodford command line interface (CLI)
The new command line tool for Woodford allows you to manipulate with Woodford projects directly from command line. With the Woodford CLI, you can automate projects publishing from one environment to another and much more.
The following actions are supported:
- list project/roles
- create/import/export project
- validate/publish project
The commands support Resco Cloud and Dynamics backends.
resco.Houston
Using PDF documents in guides
Do you already have many PDFs with instructions and are terrified of converting them to resco.Houston guides? No problem. Just include them right into the guide and make them part of the process. Optionally, add your comments, tips, or warnings so your readers don't miss anything important.
In the guide editor:
- Add PDF files to the guide's media library (the same way as you do with images).
- Drag a PDF to a step. The first page of the PDF will appear as an image of the step.
- Optionally, drag it to the cover as well if you want to use it as a cover image. Or just use any other image.
When you read a guide with an embedded PDF document, an icon over the step image indicates that the step contains PDF. To read the PDF document, simply tap the image.