Rules editor

Rules are the most important tool for adding business logic to your Resco Mobile CRM app. Rules are scripts that are performed when a user of the mobile app opens a new view or form, taps a button or record, modifies any value, etc. You can modify many things using the scripts, most notably you change data or change the UI.

Various rules can be defined for each of the user interface components, such as form or view. They are edited in Woodford.

When you edit a UI component in Woodford, you can define actions that trigger rule execution.

Action	Description	Form	View	Other
On Load	These rules are checked when you open a form. You can use these rules for example to apply custom format to certain records.	Yes	–	Questionnaire Designer
On Change	These rules are checked when modify any field. Example: simple form validation. They are also executed when you open a form (a new form starts empty, then the values are changed as they are loaded from the database and displayed).	Yes	Yes (*)	Questionnaire Designer
On Save	These rules are checked when you save a record. For example, saving a record can automatically also update a field in a parent record.	Yes	Yes (*)	Questionnaire Designer
Row Script	This rule is executed when a row of a list is about to be displayed.	–	Yes	–
On Can Execute	This rule is executed when a button is about to be displayed. Use it to control in which situations users can see and use the command, so that you can hide this command in situation, when its action is not suitable.	Yes	–	–
On Execute	This rule is executed when a button is pressed / tapped. It defines the actions that the command performs.	Yes	–	–
Button Click	Executed when an row button is clicked.	Yes	Yes	–
Cell Click	Executed when an editable or clickable cell is clicked.	–	Yes	–
On Item Added		–	–	Route plan
On Item Completed		–	–	Route plan
Edit Rule	Calendar rules can for example change the color of calendar entries, modify records, or make the calendar read-only.	–	–	Calendar

(*) Applies to editable views.

Starting the rules editor

Forms and views:

1. Edit an app project in Woodford.
2. Select an entity from the Project menu and click Show UI.
3. Edit a form or view.
4. Click one of the rule buttons available in the toolbar.

Route plan:

1. Edit an app project in Woodford.
2. Select Route Plan from the Project menu.
3. Edit a route plan.
4. Click On Item Added or On Item Completed.
   • If you don't see the buttons, uncheck the option View-only Mode.

Calendar:

1. Edit an app project in Woodford.
2. Select Calendar from the Project menu.
3. Edit a calendar and go to the Rules tab.
4. Select an entity and click Edit Rule.

Maps:

• Maps are based on views. View rules apply also to map views.

Using the editor

The following functions are available when editing rules.

Save, Save & Close

Save your changes.

Syntax Check

Check if the script workflow is valid. Invalid scripts cannot be saved.

Disable Rule, Enable Rule

Temporarily disable a rule, until you turn it back on. To permanently disable a rule, delete it.

Edit functions

Common functions, such as Copy or Delete, help you work with longer scripts effectively.

Step

Add a step. Steps do things, for example modify data or user interface.

Say Text

Display a message.

Set GPS

Variable, Shared

Define or modify a variable. You can use the variable later in the same script. Shared variables can be used even in other scripts within the same user interface component.

If, Else

Use to define conditions when a particular step should be performed.

Condition, Group And, Group Or, Ungroup

Use Condition to add another condition to the same If. Define if the all conditions must be met (AND) or only some (OR). Use Ungroup in nested conditions.

Export XML, Import XML

Rules can be exported and reused in a different location in the project or in a different project.

Function types

Each variable data type will have different set of functions. See the table for details.

Function Name	Description	Variable data types	Argument data types
Assign	Assigns value to variable	Text, Number, Boolean, Date	Variable data type, all types for text variable
Clear	Assigns null or empty value to variable	Text, Number, Boolean, Date
Convert	Converts value from string	Number, Boolean, Date	String value
Negate	Returns negated value of argument	Boolean	Boolean
AddSufix	Adds argument value as suffix to variable	Text	Text, Number, Boolean, Date
AddPrefix	Adds argument value as prefix to variable	Text	Text, Number, Boolean, Date
Concat	Returns concatenated string from two arguments	Text	2 args: Text, Number, Boolean, Date
Concat3	Returns concatenated string from three arguments	Text	3 args: Text, Number, Boolean, Date
Format	Returns formatted string from StringList	Text	Arg1: Text; Arg2: StringList
Addition	Returns addition of arguments	Number	Arg1: Number; Arg2: Number
Difference	Returns difference between first and second arguments	Number	Arg1: Number; Arg2: Number
Multiplication	Returns product of arguments	Number	Arg1: Number; Arg2: Number
Division	Returns division of arguments	Number	Arg1: Number; Arg2: Number
SetNow	Assigns current time to variable	DateTime
SetToday	Assigns current day to variable	DateTime
SetTomorrow	Assigns tomorrow to variable	DateTime
AddMinutes	Returns DateTime argument plus X minutes	DateTime	Arg1: DateTime; Arg2: Number
AddHours	Returns DateTime argument plus X hours	DateTime	Arg1: DateTime; Arg2: Number
AddDays	Returns DateTime argument plus X days	DateTime	Arg1: DateTime; Arg2: Number
AddWeeks	Returns DateTime argument plus X weeks	DateTime	Arg1: DateTime; Arg2: Number
AddMonths	Returns DateTime argument plus X months	DateTime	Arg1: DateTime; Arg2: Number
AddYear	Returns DateTime argument plus X years	DateTime	Arg1: DateTime; Arg2: Number
AddItem	Adds argument to end of list.	StringList	Arg1: Number, Boolean, String, DateTime
InsertItem	Adds argument to specified index. Index starts at 0.	StringList	Arg1: Number, Boolean, String, DateTime; Arg2: Number
GetItem	Returns item at specified index.	StringList	Number
RemoveItem	Removes item at specified index	StringList	Number
ClearItems	Removes all items from list variable	StringList
Function	Description	Variable data types	Argument data types

Text = String, Memo
Number = Integer, Float, Decimal, Number