How to edit section records in the mobile application

You can edit data either in edit mode or in normal mode (when viewing data).

In view mode, you can make changes to the page's fields and embedded columns. You can also make changes to the page using the actions menu. In section page edit mode all columns are available for editing.

How to work with a section page in normal mode

In normal mode (view mode), column values containing main information and communication options are available for editing.

For example, to change the name of the company where a contact works:

1.Open the [Contacts] section of mobile application.

2.Tap and hold the [Account] column and drag it through the column to the left (Fig. 1).

Fig. 1 Editing a contact's [Account] column

 

3.Tap the [Change] button.

4.Select a value from the lookup.

Communication options are edited in the same way in view mode.

Note

To change, for example, the name of a contact, tap on the column and enter the value.

How to work with a section page in edit mode

In edit mode all pages are available for editing.

To edit a record:

1.Tap the [Edit] button in the upper right corner of mobile application (Fig. 2).

Fig. 2 Editing records in mobile application

 

2.Enter the required values in the edit page (Fig. 3).

Fig. 3 Editing mobile application section page

 

3.Tap the [Save] button.

How to fill in lookup fields

All lookup fields are filled in by selecting values from the list. For example, in the [Address type] field values are selected from the lookup and values in the [Owner] field are selected from the [Accounts] section (Fig. 4).

Lookup fields are identified by the icon.

Fig. 4 Lookup fields on the section page

 

To fill in a lookup field, tap the field and select a value from the lookup (Fig. 5).

Fig. 5 Selecting a value from the lookup

 

How to fill in text and numeric fields

Text and numeric fields are filled with mobile device's virtual keyboard. For example, [Full job name] is a text field, and contact phone number is a numeric one (Fig. 6).

Fig. 6 Numeric fields

 

To fill in text and numeric fields, tap the field and enter the value (Fig. 7).

Fig. 7  Editing [Full job name] text field

 

Filling in time and date fields

Time and date fields are filled in by selecting values from calendars. For example, a date is selected from the calendar when adding contact's or account's noteworthy event. When adding a new activity from the calendar, the time should be selected as well (Fig. 8).

Fig. 8 Selecting time and date from the calendar

 

To fill in date and time fields, drag the calendar values field highlighted gray and tap [Select].

Section actions

Section actions are contained in the actions menu. To expand the menu, tap the  button in the bottom of the record (Fig. 9).

Fig. 9 Expanding section actions menu

 

The list of actions available in the actions menu depends on the opened section (Fig. 10).

Fig. 10 [Contacts] section actions menu

 

List of section actions in bpm'online mobile application.