Difference between revisions of "Mobile Access"
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With | 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: | ||
:* Add, | :* Search for records | ||
:* | :* Add and edit records | ||
: | :* Complete tasks associated with the record | ||
{{:Option:Mobile Access}} | |||
{{PermissionRef|Mobile Access|access the platform from a mobile device}} | |||
===Using Mobile Access=== | |||
To use the mobile interface, visit this URL in your browser or mobile device: | |||
:<tt>{{mobileURL}}</tt> | |||
After logging in, the default application begins running. It displays a list of objects, where each option is equivalent to a tab in the browser GUI: | |||
:[[File: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. | |||
:[[File:mobileAppsView.png]] | |||
When you select an application, the object list for that application (re)appears: | |||
:[[File:mobileObjectsView.png]] | |||
From there, you can search for records: | |||
# The default search includes '''All''' objects.<br>To limit the search, click the down arrow and select the object to examine. | |||
# Enter a term in the search box. Press Enter to search.<br>A list appears showing the number of records in each object. | |||
# Click the object name to view the search results. | |||
'''To view records:''' | |||
# Click on an item in the list of objects.<br>A list of records appears, using the default view. | |||
#:[[File:mobileRecordsView.png]] | |||
# To select a different view, click the button showing multiple bars at the end of the title bar: [[File:mobileBarsButton.png]] | |||
# To add a record, click the "plus" button in the title bar: [[File:mobilePlusButton.png]] | |||
# 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: | |||
:[[File:mobileRecordForm.png]] | |||
'''To work with a record:''' | |||
# Click on a field to change its contents. | |||
# Click on the icons to perform other operations: | |||
#* [[File:mobileMsgIcon.png]] - Send a message or add a private note. | |||
#* [[File:mobileHistoryIcon.png]]- Display record history. | |||
#* [[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 tasks.<noinclude> | |||
[[Category:Design]] | |||
[[Category:Tenant Capabilities]] | |||
</noinclude> | |||
Latest revision as of 21:54, 15 January 2015
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 and edit records
- Complete tasks associated with the record
- The Mobile Access option is enabled by your Service Provider.
- The default single sign-on setting on on-premises installation is On.
- The default single sign-on setting on the cloud is On. (Contact Support to make changes.)
-
Users that have the Mobile Access permission can access the platform from a mobile device.
Using Mobile Access
To use the mobile interface, visit this URL in your browser or mobile device:
- https://{yourDomain}/m
After logging in, the default application begins running. It displays a list of objects, where each option is equivalent to a tab in the browser GUI:
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.
When you select an application, the object list for that application (re)appears:
From there, you can search for records:
- The default search includes All objects.
To limit the search, click the down arrow and select the object to examine. - Enter a term in the search box. Press Enter to search.
A list appears showing the number of records in each object. - Click the object name to view the search results.
To view records:
- Click on an item in the list of objects.
A list of records appears, using the default view. - To select a different view, click the button showing multiple bars at the end of the title bar:
- To add a record, click the "plus" button in the title bar:
- 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:
To work with a record:
- Click on a field to change its contents.
- Click on the icons to perform other operations:
- Send a message or add a private note.
- Display record history.
- Restore the list of fields.
- Display the sidebar.
From there, you can complete tasks associated with the record and create new tasks.
