These are the notes for GoZync 3. Docs for the latest version of GoZync--GoZync 4--can be found here. GoZync 4 is a free upgrade and is highly recommended (hint: it's faster).
Background: Additional Table Occurrences.
You may have nothing to do on this tab and arrive here with a green checkbox already "OK" at the top of the screen. In particular, if the layout you chose on the previous screen doesn't have any related fields on it, then there is nothing to do here and you can move on to Step 3 of 4.
But if you do have related fields on your layout, GoZync will pick them up and create additional table occurrence (TO) rows for them on the Related Tables tab of the integration wizard in GZH: each of which needs a table occurrence and a blank layout added to GoZyncHosted (GZH) and to GoZyncMobile (GZM).
A Note About the Free Version
LowZync, the free version of GoZync, only supports syncing a single Table Occurrence and ships with our example QuickContact file already syncing. If you want to sync your file instead you'll need to stop syncing QuickContact or purchase a GoZync license. Here's how to remove QuickContact...
First, you may want to make a backup of these files incase you'd like to refer to a copy with QuickContact integrated.
Next, visit the dashboard in GoZyncHosted and click the "delete" button in the "QuickContactHosted" row.
Now delete the "Contacts" table occurrence from both GoZyncHosted.fmp12 and GoZyncMobile.fmp12
Step 5: Create additional table occurrences and layouts
Create a new table occurrence in GZM and one in GZH.
Select File / Manage / Database in GoZyncHosted (GZH) and select the relationships tab: click the "+" button in the lower right to begin adding a new table occurrence.
Create one new table occurrence for each row shown in step 5 with a caution icon on it (see below). Do the same in GoZyncMobile (GZM), creating a new TO for each row.
TO Names not the same?
It is perfectly OK to have different table occurrence names on the hosted and mobile sides. You'll see that you can select a TO name on the mobile side, thus selecting one that holds the same data as your hosted table but may have a different name. (You can deal with fields that may have different names between the two tables in a later step
Removing related table occurrences.
If you see table occurrences listed here but don't want to include them in the sync, you'll need to remove those related fields from the layout being synced. See "Tips on selecting a layout." from the previous integration page
Checking Your Work
Scan and Validate
Click "Refresh..." at the bottom of the screen to check your work..
When everything checks out green you can move on to Step 3 of 4
. Here is what this screen may look like when you haven't added the table occurrences or layouts:
In our example the invoice line items related to our invoice are on a table occurrence named "Invoice Data". And here is what it looks like when you have:
When everything checks out green you can click on the "Fields & Scripts" tab moving on to Step 3 of 4