User Review
( votes)With Resco Mobile App, we now have the ability to show a specific form of an entity. The Resco Mobile App provides the feature of ‘Select Form’ to control which form should be displayed based on a condition. Often the use case is that a type (e.g. Option Set) has a dedicated form which should be shown when the type is set.
So, let’s take a look at how we can show the form based on a condition:
We have added 2 forms on Account entity, one is ‘Default’ and another is ‘Customer’ form as shown in the below screenshot
In our case, we want to show the ‘Customer Form’ if the ‘Relationship Type’ field value is set as ‘Customer’ on Account, otherwise, we want to show the ‘Default’ form.
We can see the ‘Select Form’ rule button is available on the toolbar of an Account entity, as you can see in the screenshot below
Click on the ‘Select Form’ button and add the rule to control which form should be displayed based on a condition. In the form rule, by using the ‘FormName’ option we can have the ability to select the specific form from the list of forms.
Refer to the below screenshot for the same
Save & Close the rule. After saving and closing the rule, we can see ‘Form Select Rule’ is added in the list of Mobile Views, Forms and Charts.
After publishing the changes, when the technician will open an Account record having the ‘Relationship Type = Customer’, the ‘Customer’ form will be shown, otherwise, the ‘Default’ form will be shown as shown in the below screenshots
Conclusion
By using the ‘Select Form’ rule button we can show the form based on a condition in Resco Mobile App.
