Working with Resco Mobile CRM: Part 3 – Designing Forms

Previously I have written about installing the Woodford App’ for Resco Mobile CRM and setting up a new “Mobile Project” – which you can find here: http://wp.me/p3wxxT-1a. In this part I will attempt to walk through some of the basic design functions that can be used to configure the content accessed by users.

Three of the main areas you will likely consider for configuration in Woodford are:

  • Fields
  • Views
  • Forms
  • The Home Screen

Creating Forms: In my last post we identified entities and fields from our CRM instance and added them to a Mobile Project, once you have done so you can either configure a form or create a new one. As in CRM the forms you create will be used to add and edit records when they access the application, you can also view related records and show additional tabs such as; I-Frames, Maps and other special media, (in Woodford these could provide functionality like photo or signature capture, particularly useful for users working in the field).

There are 2 types of forms: Contact Information Forms and Edit Forms. Contact Information Forms allow you to display fields and associated records. An Edit Form is where you can enter and edit data. In my recent work with Woodford I removed the existing Contact Information Forms for out of the box entities as they weren’t required, but this will largely depend on your requirements. If you don’t want to use these forms you can select the form an click “Delete”.

To create a new form navigate to; Settings > Woodford > Mobile CRM Woodford in your CRM instance, once the Silverlight application launches open your mobile project and scroll down to Entities > Select your Entity > Expand the Entity > Click Forms, (in this example I will be using Contacts) > navigate to the toolbar > Click New. You will then need to give the form a Name and a Type, here you can choose “Contact Information Form” or “Edit Form” – depending on the functionality you want to deliver.

new_form

Once the “Designer” form has loaded, (for new forms this will be blank) you can navigate to “Add Fields” from the toolbar, upon clicking the button you will see a drop down list of the fields you enabled previously. Once you have clicked to select your first field the “field explorer” list will be populated with all other available fields which can be added to the form by double-clicking the field name. You can drag and drop fields around the form for placement as well as from the “field explorer” list on the right of the screen.

Note: You can remove fields by either dragging them away from the form, or clicking “delete” in the toolbar. You can also edit the form properties on the left of the designer area once a field is selected.

new_contact_form1

In the form designer there are some key functions that you may want to re-use in addition to “Add Fields”: Add Detail – adds a ‘Tab’ as in CRM, Add List – adds an associated entity view. Add Spacer – useful to enter a break between fields as in CRM itself.

To Add a List you can either select a Detail or a List element in the designer, available lists are then visible in the “field explorer”, or by selecting from the toolbar. You can add lists that use related and unrelated entities, lists can display associated Activities, Notes, Opportunities etc. in your form.

When you have added your fields, detail tabs and lists don’t forget to hit “save”, or “save and close”. Once you have closed the form you can click “Publish” in the toolbar, you can also choose to “Validate” your mobile project – this will check for any errors in your configuration.

Note: You can also check for errors in the “About” sections of the Woodford app’ and the client version on the user’s device or laptop.

For more detailed information you can download the Woodford Guide from www.resco.net

new_contact_form

new_contact_form To Whenlick on ̍Newˈ.

Type: select ̍Public ViewˈChoose a template (shows the number of fields on the view, you can add more fields later on when designing the vie

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