Creatio mobile
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This documentation is valid for Creatio version 7.14.0. We recommend using the newest version of Creatio documentation.

Mobile application list

The mobile application list (Fig. 1) contains a list of section records. The list and display method are configured in the main application

Fig. 1 [Accounts] section list of mobile application

scr_mobile_overview_list.png 

To open record, tap it in the list.

Section search

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. 2). The search is performed in the current section and by the primary displayed column (the first column configured in the mobile application wizard).

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. In the [Accounts] section the search is performed only by account name. Searching by primary account won't return any search results.

Fig. 2 Search in section list

scr_mobile_overview_search.png 

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

How to add a record to the list

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

See also

Mobile application section page

How to edit section records in the mobile application

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