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Version: 8.1All Creatio products

Get started with Freedom UI in the mobile app

After synchronizing with the Creatio server you can start working with the mobile application (Fig. 1).

Fig. 1 Mobile application workplace
Fig. 1 Mobile application workplace

Tap btn_group_mobile_menu.png to access the main page (Fig. 2) and move between sections of the mobile application.

Fig. 2 Main page of the mobile application
Fig. 2 Main page of the mobile application

The main page of the mobile application contains a list of sections configured in the Mobile Application Wizard as well as the Approvals section.

The section list of the mobile application (Fig. 3) contains a list of section records. Configure the list and display method in the main application.

Fig. 3 Account section list of the mobile application
Fig. 3 Account section list of the mobile application

To open the record, tap it in the list.

Search records

To search for a record in a section, enter the search parameters (for example, a fragment of a company name) in the Search field (Fig. 4). The search is performed in the current section and by the columns that are visible in the list.

For example, enter a fragment of an account name in the Accounts section, and in a couple of seconds, the result corresponding to the search parameters will be displayed.

Fig. 4 Search in the section list
Fig. 4 Search in the section list

To display all the records of a section, clear the search field.

Add records

To create a new record, tap the btn_add_from_list.png button in the section list. Fill out the page and save the changes.

Edit records

You can edit data when viewing it. You can make changes to the page fields and embedded columns. For example, to change the name of the company where the contact works:

  1. Open the Contacts section of the mobile application.

  2. Tap the Account column (Fig. 10).

    Fig. 5 Edit a contact's Account column
    Fig. 5 Edit a contact's Account column
  3. Select a value from the lookup.

Run actions

Tap btn_mobile_card_menu.png in the lower part of the record to access the section actions menu. (Fig. 13).

Fig. 6 Action menu in the Contacts section
Fig. 6 Action menu in the Contacts section

Approve records

The approval functionality of Creatio desktop applications is available in the mobile app as well. After a record is submitted for approval in the main Creatio application, the assignee can approve or reject the record in the mobile app. To do this, use the Approvals section.

The Approvals section lists all records submitted for approval, including records from sections normally unavailable in the mobile app (Fig. 14). For example, you can approve a contract and an order using your mobile app, even if the app is not configured to display the Contracts and Orders sections. Learn more about setting up mobile app sections: Mobile app setup.

Fig. 7 Records submitted for approval in the mobile Approvals section
Fig. 7 Records submitted for approval in the mobile Approvals section

Approvals require an active Internet connection.

To process an approval:

  1. Open the Approvals section of the mobile application.

  2. Swipe the record left to approve a record.

  3. Swipe the record right to reject a record.

    A few seconds after the swipe, you can cancel your approval or rejection using the cancel button in the notification at the bottom of the app.

As a result, the record will be approved or rejected. The app will display a notification about a successful approval processing to the approver. The approval status will be changed to “Positive” or “Negative”. The record will be no longer listed in the Approvals section.

note

Instead of swiping, you can tap a record in the Approvals section to open the approval page, then tap Approve or Reject.


See also

Mobile application FAQ

Get started with the mobile app setup