Set up mobile app workplaces
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
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Open the System Designer by clicking .
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Click Mobile application wizard in the “System setup” block.
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Click New workplace.
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Populate the page for the new mobile application workplace (Fig. 1):
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Enter the workplace name.
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Specify a unique code that would identify the workplace. The unique code can contain numbers and Latin characters only.
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Use the Roles detail to specify user roles that have access to the workplace in the mobile application.
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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
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Open the System Designer by clicking .
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Click Mobile application wizard in the “System setup” block.
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Select the workplace to edit and click Open (Fig. 2).
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Click Actions → Set up sections on the workplace page (Fig. 3).
As the result, the Mobile Wizard will open (Fig. 4).
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Click the necessary section and use the and buttons to change its order in the list.
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Click the New button and select a section to add it to the workplace (Fig. 5).
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Select a section in the list and click Freedom UI to display the section in Freedom UI in the mobile app.
noteIf needed, you can disable Freedom UI for the section by clicking the same button.
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Select a section in the list and click the Delete button to exclude it from the workplace.
noteThe 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.
See also
Set up mobile application section list