Releases/Spring 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.

Inspections

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, in the field "autoreport"; 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.

Display all images of multi-image question

In release 14.2, we have introduced the option to answer image/media-type question with multiple images or files. With this release, you have finer control over how multiple images should be presented in the app: both in the questionnaire and in the report. In the properties of image/media questions, you can set up how many images are displayed in a row, and how many images should be displayed in total.

Set up report command

The option to configure the Run Report command using the user interface (instead of a JSON string) is now also available in the Questionnaire Designer.

Create new record from a lookup question

Inspectors in the field have complained that, when answering a questionnaire, if they encounter a lookup question where the lookup target record does not exist (for example, a new customer/account which is not yet in the database), they have to leave the questionnaire, go to accounts, create a new record, save it, and then they must restart the questionnaire. With this release, inspectors can create new records directly from the lookup question, without abandoning their questionnaire.

Reuse answers more effectively

The reuse answers feature is already available for quite some time. When answering a questionnaire, inspectors can load answers from an earlier inspection so that they don't have to enter the same information again. In this release, questionnaire designers gained a new tool for defining which answers should be offered to the inspectors for reuse. We have introduced a new set of rules called On Init. These are executed before a questionnaire instance is created. They can be used to define additional variables which can be used in the reuse fetch. This can ensure that inspectors can select from a relevant list of answered questionnaires.

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.

Salesforce: work with archived and deleted records

With this release, you can work with archived and deleted records in Resco mobile apps. This feature can be turned on for selected objects (entities) using the checkbox Sync archived and deleted records. This setting applies to both offline and online modes. After enabling this feature, full sync is required to make all records available offline. You can use Sync Filter or View Filter on fields "isdeleted" and "isarchived" if you want to download only deleted or only archived records.

The ability to sync archived records is particularly useful for Events because Salesforce automatically archives them after one year.

Resco Cloud Integrations

The Integrations function allows you to connect your Resco Cloud organization to various systems using connectors. It now includes several new features. Some were introduced in a bug-fix release in early 2022, some with 15.0.

Mapping of lookup fields

You can map external lookup fields to local lookup fields. This includes support for composite lookups, i.e., situations where a lookup is composed of multiple fields.

Mapping of status fields

You can map the external status field to a local field, and you can also map the individual values (statuses). If the value mapping for imported/exported value is not defined, the Integrations tool offers 3 different handling options: use a specific value, use the default value, or throw an exception.

Mapping of external date-only and time-only fields

Unlike some external systems, Resco Cloud does not have a time-only field. However, with this release, we allow mapping two external fields (time and date) to a single local DateTime field.

Batch upload

Synchronization with external systems is now faster thanks to batch upload. Multiple changes from Resco Cloud are uploaded to an external system as one request.

Woodford command-line interface (CLI)

The new command-line tool for Woodford allows you to manipulate app projects directly from the command line. With the Woodford CLI, you can automate project 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.

Woodford GitHub integration improvements

We have made our GitHub integration in Woodford more powerful. You can now create branches and pull requests directly from Woodford.

Debugger port change

The port for debugging the Windows 7 version Resco Mobile CRM is changing from 9222 to 9000. See Debugging offline HTML for more information.

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:

1. Add PDF files to the guide's media library (the same way as you do with images).
2. Drag a PDF to a step. The first page of the PDF will appear as an image of the step.
3. 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.