Mobile Access

With Mobile Access enabled, users can access and interact with the Platform from a mobile device, using an iPhone, iPad, Android, or tablet device to:

• Search for records
• Add, edit, and delete records
• Complete process tasks

Using Mobile Access

To use the mobile interface, visit this URL in your browser or mobile device:

https://{yourDomain}/m

The default application begins running. It displays a list of options, where each option is equivalent to a tab in the browser GUI. For example:

• Dashboard
• Cases
• Tasks

...

If multiple applications exist, a Home button appears in the title bar. Click it to select a different application. (It is also possible to log out from that screen.)

From the application screen, you can search for records:

1. The default search includes All objects.
   To limit the search, click the down arrow and select the object to examine.
2. Enter a term in the search box. Press Enter to search.
   A list appears showing the number of records in each object.
3. Click the object name to view the search results.

You can also work with records:

1. Click on an item in the list of objects.
   A list of records appears, using the default view.
2. To select a different view, click the button showing multiple bars at the end of the title bar.
3. Click a record to visit it, and click on a field to change its contents.
4. To add a record, click the "plus" (+) button in the title bar.