Command editor

When you are designing an app project in Woodford, you can customize commands that available on your form.

Available commands

ChangeState – Change state code of a record. You can also specify which state options will be available to users. Each state option will be displayed as a separate command.
ChangeStatus – Change status code of a record. You can also specify which status options will be available to users. Each state option will be displayed as separate command.
Delete – Deletes the record from the database. If it is performed in offline mode, after synchronization it is also deleted from the CRM server.
EmailLink – Creates an email with links to the record, for CRM server and for Mobile CRM application.
Favorite – Adds/Removes record from Favorites. You also need to add Favorites to Home to give users a way to access favorite records.
PrintReport – Runs a report. For more information please check this BLOG POST.
RunMobileReport
Scan – Only on the new records belonging to Contact and Lead entity – Starts barcode scanner and by scanning VCard/Me Card enabled QR code on a business card (or elsewhere) it will fill in appropriate fields of a new record.
ScanBusinessCard – Only on a Contact and Lead entity – Similar to the previous command, but runs CamCard application to scan business card and by using text recognition it fills in the appropriate fields. User needs to have CamCard application installed on the device and needs to enter CamCard Api Key to Project’s Configuration (section Advanced).
Qualify – Allows record qualifying. Available on Lead and Activity entities.
GetProducts – Loads products to Invoice or Order from the selected associated record (e.g. opportunity).
WonOpportunity – Sets opportunity as won and closes it.
LostOpportunity – Sets opportunity as lost and closes it.
CreateInvoice – Creates an invoice from the order.
CheckIn

Hidden commands

UpdateGPS – Sets the current device’s position to record’s latitude and longitude fields, by using Google Maps Services.
UpdateAddress – Sets the current device position (latitude, longitude fields) and address (Street, City, Country) by using Google Maps Services.

Rules

Each command can be adjusted with the On Can Execute and On Execute rules. More about these rules can be found in the next section.

Business card scanning

CamCard integration with Mobile CRM app works in such way, that when creating a new Lead or a Contact, you can select a command (in Mobile CRM app) that starts the CamCard app and you can scan the card. Then it transfers the information back to Mobile CRM app’s new Lead or Contact record.

You need to do the following:

Enable the command (ScanBusinessCard) on Lead or Contact entity edit form.
Install the CamCard app on your device (with iPad you need to install the CamCard app from iPhone, not the HD version)
Obtain Open API key for iOS from Intsig (company that develops CamCard app) and enter it into app project’s Configuration CamCard ApiKey field. This key is used for both iOS and Android platforms.

Note	Intsig has special pricing for Resco customers, you just need to specify that you are Resco customer when contacting them. If you are not already in contact with Intsig, you can let us know and we can give then contact to Intsig.

Resco Mobile CRM app can update the following fields by using the scanned card information from CamCard:

LastName	Tel (Work/Home/Fax/Cell)
FirstName	Email (Work/Home)
MiddleName	Address
Prefix	GEO
Suffix	Url
Title	NickName
Org	Bday

Check in / check out

Check In/Check out functionality is available from the 11.2 version of the application. It can be configured for any entity available in Woodford. This is how you can configure it:

Enable Check In command for entity. You will find it in Command section on Form. The entity we are using is Appointment.
In the Selected Commands pane, select CheckIn and click Properties to open the configuration.
Select the fields for Check In/Out Time, Duration, Latitude, Longitude etc. Two mandatory fields are Check In time and Check Out time. Once you hit Check In command, the time will be set for Check In time field. The behavior is the same for Check Out time field (Check Out command hit). Please keep in mind that enabling Check In command makes these two fields read-only, since we do not want users to change the time set by command.

TBD