AgileApps Support Wiki Pre Release

Difference between revisions of "Mobile Access"

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imported>Aeric
imported>Aeric
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'''To work with a record:'''
'''To work with a record:'''
# Click on a field to change its contents.
# Click on a field to change its contents.
# Click the button showing multiple bars to display the sidebar: [[File:mobileRecordBarsIcon.png]]<br>(From there, you can complete tasks associated with the record and create new ones.)
# Click on the icons to perform other operations:
# Click the box-and-arrow icon to send a message or add a private note: [[File:mobileMsgIcon.png]]
#* [[File:mobileMsgIcon.png]] - Send a message or add a private note.
# Click the list-in-a-box icon to display record history: [[File:mobileHistoryIcon.png]]
#* [[File:mobileHistoryIcon.png]]- Display record history.
# Click the speech-bubble icon to restore the list of fields: [[File:mobileListIcon.png]]
#* [[File:mobileListIcon.png]] - Restore the list of fields.
#* [[File:mobileRecordBarsIcon.png]] - display the sidebar.<br>(From there, you can complete tasks associated with the record and create new ones.)
# {{TBD| display the sidebar?}} to complete a task associated with the record.
# {{TBD| display the sidebar?}} to complete a task associated with the record.
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Revision as of 01:27, 2 October 2013

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

Template:Tenantfeatures

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 objects, where each option is equivalent to a tab in the browser GUI:

MobileObjectsView.png

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 the Home screen.
MobileAppsView.png

When you select an application, the object list for that application (re)appears:

MobileObjectsView.png

From there, 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.

To view records:

  1. Click on an item in the list of objects.
    A list of records appears, using the default view.
    MobileRecordsView.png
  2. To select a different view, click the button showing multiple bars at the end of the title bar: MobileBarsButton.png
  3. To add a record, click the "plus" button in the title bar: MobilePlusButton.png
  4. Click a record to visit it.

When you click a record, the record form appears. Here is the form for a case record (a claim) in the Claims application:

MobileRecordForm.png

To work with a record:

  1. Click on a field to change its contents.
  2. Click on the icons to perform other operations:
    • MobileMsgIcon.png - Send a message or add a private note.
    • MobileHistoryIcon.png- Display record history.
    • MobileListIcon.png - Restore the list of fields.
    • MobileRecordBarsIcon.png - display the sidebar.
      (From there, you can complete tasks associated with the record and create new ones.)
  3. __TBD: display the sidebar?__ to complete a task associated with the record.