Resco is a Microsoft partner that offers a mobile app that works with Microsoft Dynamics 365 Customer Engagement. The mobile app is used as the Field Service Mobile app delivered with Dynamics 365 for Field Service and can also be used as an add-on mobile app for other D365 business applications like D365 for Sales. Configuration of the Resco app is achieved through a tool called Woodford. The Woodford tool offers many configuration features that are the equivalent of configuration functionality through D365 such as business rules and workflows. The great part about Woodford is that it also offers configuration features that go above and beyond the basic configuration features of D365. In this article, I will discuss these additional configuration capabilities.
Configuration of Views
Many of the concepts of configuring views in Woodford mirrors that of D365. You can add fields to appear in the view and set the filter and sort criteria to control the records that appear. Building a view in Woodford also allows you to:
- Present records with multiple vertical rows of data per record versus each data point presented in a separate column.
- Present data from records beyond the parent/child relationship. For example, configuring a view for Work Orders would allow you to present the Work Order’s Owner’s manager as a data point.
- Present a button on each record to allow the user to change the status of the record without opening the record form.
Woodford offers advanced functionality for configuring views called row scripts which allow you to change the style of the row based on criteria. Styling options include font color, background color, font weight, font size, and more. This configuration allows you to achieve features such as highlighting rows based on status of a work order, making the text of a row bold for attention to overdue activities, or setting font color based on the amount of revenue on an opportunity.
Just like D365, Woodford allows you to configure multiple forms for a single entity. While D365 chooses the form to display to the end user based on their security role, Woodford offers Select Form Rules which enables the functionality to present the form based on data within the record. For example, if you deploy multiple forms on the account entity based on whether the account is a customer, vendor, or supplier, you can use a Select Form Rule to present a specific form based on the value of the relationship type field on the account.
- Reference data from associated records. This includes directly associated records as well as indirectly related records.
- Hide or show tabs within the form.
- Further filter the view of a lookup for a specific form.
- Set styling to alter the font color, background color, font size and more of the fields in the form.