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Note

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.

Enabling flexible forms

  1. In MobileTech Administration, choose Tools, and then choose Launch Woodford.
  2. Choose the MobileTech project and then choose Edit from the menu bar.
  3. In the navigation bar, choose Configuration.
  4. In the Mobile CRM Configuration section, complete the following:
    • Flexible Forms: Enable Flexible Forms by setting this to True.
    • Flexible Forms use Vertical List: We recommend you leave this option set to True. If set to False, the forms scroll horizontally on larger devices.
Note
  • Smaller devices like smart phones 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.