Set up mobile app workplaces

All Creatio products

You can set up workplaces in the Mobile Wizard. The Mobile Wizard enables you:

  • To view the list of available workplaces.

  • To add new workplaces.

  • To change the settings of the existing workplaces.

By default, the mobile application has a single “primary” workplace. As a rule, mobile app workplaces are configured by Creatio administrators.

Installing Creatio marketplace extensions (e.g., Field Sales) may add more workplaces.

Add new workplaces 

  1. Open the System Designer by clicking btn_system_designer.png.

  2. Click Mobile application wizard in the “System setup” block.

  3. Click New workplace.

  4. Populate the page for the new mobile application workplace (Fig. 1):

    1. Enter the workplace name.

    2. Specify a unique code that would identify the workplace. The unique code can contain numbers and Latin characters only.

    3. Use the Roles detail to specify user roles that have access to the workplace in the mobile application.

      Fig. 1 The workplace setup page
  5. Save the page.

    A new workplace will have default sections. You can add or remove sections by editing the workplace.

Set up the workplace section list 

  1. Open the System Designer by clicking btn_system_designer00001.png.

  2. Click Mobile application wizard in the “System setup” block.

  3. Select the workplace to edit and click Open (Fig. 2).

    Fig. 2 Opening the mobile application wizard
  4. Click Set up sections on the workplace page (Fig. 3).

    Fig. 3 Mobile application workplace page

    As the result, the Mobile Wizard will open(Fig. 4).

    Fig. 4 Mobile application wizard
  5. Click the necessary section and use the btn_move_down.png and btn_move_up.png buttons to change its order in the list.

  6. Click the New button and select a section to add it to the workplace (Fig. 5).

    Fig. 5 Selecting a section
  7. Select a section in the list and click the Delete button to exclude it from the workplace.

    Note. The mobile application structure contains only the sections that have been already created in Creatio. Use the section wizard of the desktop application to add custom sections to Creatio.