Set up the Sync Date filters

Beginning with MobileTech 7.5, the Start Sync Date filters are now set up in Woodford and are a global setting. Prior to MobileTech 7.5 this was a device setting in the MobileTech Client app. If you need to have different sync rules for different technicians, you will have to clone the Woodford project and use different Roles to identify those different sync rules.

The default setting is +/- 1 month. If you need to adjust the Sync Filter range, you will need to update each of the following 3 entities in Woodford:

• Appointment
• Customer
• Service Call

To set up the Sync Date filters:

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, select an entity from the left navigation. 

   

   Make sure to click on the entity name to display the Entity view. If you click the icon to the left of the entity name, the Mobile Views, Forms and Charts view displays. The Sync Filter button only displays on the Entity view.

4. Click Sync Filter in the top navigation.
5. In the Edit Filter window, to the right of each Start Date:
   1. Enter a new value for Last X Months.
   2. Enter a new value for Next X Months.
6. Select Save.
7. Complete the same steps for the other entities, making sure to enter the same values as the first entity.
8. Save the project.
9. Publish the project.