I'm learning about several resco
features but am new to resco. For instance I did read about the Javascript Bridge .
The original task was to take serveral relationships between account and
opportunity and several relationships between contact and opportunity and
display them in one area. For instance an opportunity may have two
custom fields - 'Project Driver' and 'Salesperson' - and they're both
contacts. But I'm not interested, coming in from the contact form, having
a grid for 'Projects Drivers' and a grid for "Salespeople' I want them
both in one 'area' as 'opportunities' not as specific relationships. This
has been accomplished in the online crm. I have an HTML web resource that
uses the XRMServiceToolkit to call fetch functions on several relationships,
displaying them in HTML. To make this work, I pass theparent window's id to the web resource and use various filtered fetch commands. (the filter is the parent id) The end result is that I fetch the needed records and then display them programmatically.
I know how to make the mobilecrm links to entities, but I don't know how to get them onto the account and contact screen based on the fetchxml. Ideally I do not want to have to run a third party site and use an iframe (that would be a last resort).
How would you advise making a
similar tool in Mobile CRM to what I have created using the xrm service toolkit? Keep in mind that I am not familiar with much of mobile crm, but do have woodford installed, can make minor customizations and have written a similar application in the online crm.
I your latest update (http://www.resco.net/company/news.aspx?file=2015-06-02
) there is reference to a new function whereby a Resco user can “Capture Ink” on
a new document added to SharePoint. I added the SharePoint list to the account
form and added a new document. However I do not see this option that Resco is
referring to under the options menu. Is this something that needs to be
activated or added in Woodford seperately? Please advise what I need to do here as my client has a requirement
to have customers sign documents and saved to SharePoint.
Under the Options menu I can see the following:
Capture Picture, Choose Picture, Select File, Record Audio, Record Video, Cancel.
Under the (+) icon I can see New Document and Add existing Document. According to the link above, this applies to adding a new document. When i click on New Document I get another set of options namely Signature (opens a blank canvas), Capture Picture, Choose Picture, Select File, Record Audio and Record Video.
I click on Select File and Navigate to the folder where my documents are saved. When I select my file I just see the name of the file with a Save option and under the Action menu I can see Clear, Open, Copy and Cancel. I think this is where the problem comes in. When I click on Open, I am asked to "Complete Action Using" Mobile CRM or Polaris Office. Choosing Mobile CRM just takes me back to the previous screen.
Note that the Resco App (Andriod) and Woodford has been updated.
Thank you
Wynand
