Versions Compared

Version Old Version 1 New Version Current
Changes made by

Documentation Reviewer

Documentation Reviewer

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The Flexible Form is a way for users to get a perfect overview of any record at a glance. Instead of users choosing selecting various tabs to view information, you can put the record's fields, associated views, and other items into one screen.

Notewarning

The Appointment, Appointment Completion, Customer, and Location entities have been tested to work with Flexible Forms. While other forms can be modified to use with Flexible Forms, doing so is at your own risk. You may lose the typical button functionality and could experience performance issues. Flexible Forms is not compatible with Microsoft Windows 11.

Enabling Flexible Forms

  1. In MobileTech Administration, go to Tools > Launch Woodford.
  2. Open the MobileTech project.
  3. In the left navigation bar, under Settings, select Configuration.
  4. On the UI tab, in the Forms section, complete the following:
    • Flexible Forms: Enable Flexible Forms by setting this to True.
    • Flexible Forms List Scrolling: We recommend setting this option to True to use vertical scrolling. If set to False, the forms scroll horizontally on larger devices.
  5. Select OK.
  6. Publish the Woodford project.
Note
  • Smaller devices like smartphones display the information in a single vertical scroll window. Larger devices may display up to three columns of information, depending on the size of the device. Additionally, when scrolling on an Android or iOS device, a hover menu bar displays that a user can tap to navigate quickly to a section.
  • The barcode icon is not available when a list is displayed in a completion form if Flexible Forms is set to True in Woodford. The barcode icon is available in full panel mode, which you can access by double-tapping the section header.

Customizing Forms

For information about how to customize the Appointment, Appointment Completion, Customer, and Location forms and their associated tabs, see the Flexible Forms section in the Resco Mobile CRM Woodford User Guide.