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Version: 8.2

Set up mobile app workplaces

Level: beginner

You can set up workplaces in the Mobile Wizard. The Mobile Wizard lets you do the following:

  • view the list of available workplaces
  • add new workplaces
  • change the settings of the existing workplaces

Out of the box, 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) can add more workplaces.

Add new workplaces​

  1. Click to open the System Designer.

  2. Go to the System setup block → Mobile application wizard.

  3. Click New workplace.

  4. Fill out the page for the new mobile application workplace (Fig. 1):

    1. Enter the workplace name.

    2. Specify a unique code that would identify the workplace. The unique code can contain numbers and Latin characters only.

    3. Use the Roles detail to specify user roles that have access to the workplace in the mobile application.

      Fig. 1 The workplace setup page
      Fig. 1 The workplace setup page

  5. 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​

  1. Click to open the System Designer.

  2. Go to the System setup block → Mobile application wizard.

  3. Select the workplace to edit → Open (Fig. 2).

    Fig. 2 Opening the mobile application wizard
    Fig. 2 Opening the mobile application wizard

  4. Click Actions → Set up sections on the workplace page (Fig. 3).

    Fig. 3 Mobile application workplace page
    Fig. 3 Mobile application workplace page

    This opens the Mobile Wizard (Fig. 4).

    Fig. 4 Mobile application wizard
    Fig. 4 Mobile application wizard

  5. Click the necessary section and use the btn_move_down.png and btn_move_up.png buttons to change its order in the list.

  6. Click the New button and select a section to add it to the workplace (Fig. 5).

    Fig. 5 Select a section
    Fig. 5 Select a section

  7. Select a section in the list and click Freedom UI to display the section in Freedom UI in the mobile app.

    Fig. 6 Enable Freedom UI for a section
    Fig. 6 Enable Freedom UI for a section

    If needed, you can disable Freedom UI for the section by clicking the same button.

  8. Select a section in the list and click the Delete button to exclude it from the workplace.

note

The 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

Set up mobile application section page

Set up mobile application detail