Creatio mobile
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This documentation is valid for Creatio version 7.15.0. 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.

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 filters

Mobile application section page

How to edit section records in the mobile application

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