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Version: 8.1

Set up mobile application detail

Level: beginner

The mobile application includes the following detail types:

  • Embedded details display all their records on the section record page regardless of the amount of data on the detail (Fig. 1).

    Fig. 1 Job experience embedded detail on the section page
    Fig. 1 Job experience embedded detail on the section page

  • Standard details do not display their records on the section page (Fig. 2). Tap a standard detail to view its records on a separate page.

    Fig. 2 Activities and Invoices standard details
    Fig. 2 Activities and Invoices standard details

You can add new details and configure the existing details in the Mobile Application Wizard.

Add detail​

Add an embedded detail​

  1. Click btn_system_designer.png to open the System Designer.

  2. Go to the System setup block → Mobile Application Wizard.

  3. Select the workplace to edit → Open.

  4. Click Set up sections.

  5. Select a section in the list → Page setup.

  6. Click New in the bottom → Embedded detail (Fig. 3). This opens a window.

    Fig. 3 Add an embedded detail
    Fig. 3 Add an embedded detail

  7. Set the detail parameters (Fig. 4):

    Fig. 4 Set up an embedded detail
    Fig. 4 Set up an embedded detail

    Parameter

    Parameter value

    Detail

    Select a detail to add. Required. Some of the existing details are designed for specific sections. Be sure to select the version of a detail whose name specifically indicates that the detail was designed for this particular section. For example, when adding the Attachments detail to the Accounts section page, select the “Account attachments” detail.

    Title

    Specify the detail title.

    Detail column

    Select the column that connects detail records to the current record in the section. Required. For example, records on the Account addresses detail in the Accounts section are connected to the Accounts section by the Account column.

    Object column

    Specify the column that contains the section ID. Required. Out of the box, it is “Id.”

  8. Click Save. As a result, a new detail will be added to the section page. For some details, the default columns might not be configured. In this case, you must add the displayed columns manually. Adding columns to a detail is similar to adding columns a section page. Learn more: Set up mobile application section page

  9. Save the page.

Add a standard detail​

To ensure data on the standard detail is displayed correctly, add the corresponding section to the mobile application. For example, to display data on the Documents detail of the contact page, add the Documents section to the mobile application.

To add a standard detail:

  1. Click btn_system_designer.png to open the System Designer.

  2. Go to the System setup block → Mobile Application Wizard.

  3. Select the workplace to edit → Open.

  4. Click Set up details. This opens a page

  5. Click New detail (Fig. 5).

    Fig. 5 Settings page of the section detail
    Fig. 5 Settings page of the section detail

  6. Set the detail parameters:

    Parameter

    Parameter value

    Detail

    Select a detail to add. Required. Some of the existing details are designed for specific sections. Be sure to select the version of a detail whose name specifically indicates that the detail was designed for this particular section.

    Title

    Specify the detail title.

    Detail column

    Select the column that connects detail records to the current record in the section. Required. For example, records on the Documents detail in the Contacts section are connected to the Contacts section by the Owner column.

    Object column

    Specify the column that contains the section ID. Required. Out of the box, it is “Id.”

  7. Click Save.

  8. Save the changes.

  9. Add the corresponding section to mobile application and configure it for the correct operation and display of details. For example, add the Documents section to the Mobile Application Wizard to display additional fields on the Documents detail page and set up fields on the edit page. Learn more: Set up mobile application section page.

Edit detail​

Edit an embedded detail​

To edit embedded details, use the buttons next to the detail name (Fig. 6).

Fig. 6 Edit buttons for embedded detail
Fig. 6 Edit buttons for embedded detail

Click Set to edit the detail. Make your changes in the Detail setting window and click Save.

Use the btn_move_down_detail.png and btn_move_up_detail.png buttons to modify the location of the detail on the section page.

To delete the embedded detail from the section page, click Delete.

Edit standard detail​

To do this, open the detail configuration page (Fig. 7).

Fig. 7 Settings page of standard details
Fig. 7 Settings page of standard details

To delete a standard detail from a section page, click the Delete button next to the detail name.

To modify the parameters of existing standard details, click the Set button next to the detail name. Setting up parameters of the standard detail is identical to setting up parameters of the embedded detail. Learn more: Add an embedded detail.

Fig. 8 Set up a standard detail
Fig. 8 Set up a standard detail

You can specify a column of a connected object detail and configure data filtering by this object. For example, on the activity page, you can display the contacts connected to the account that is specified in the activity. To do this, add the Contacts detail to the activity record page and specify “Account” in both the Detail column and Object column fields.

See also​

Set up mobile app workplaces

Set up mobile application section list

Set up mobile application section page