Creatio mobile
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

How to set up workplaces in the mobile app

When you run the mobile application wizard, a page with the list of workplaces will open (Fig. 1). Here you can manage workplaces available in the mobile app.

Note

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.

Fig. 1 A list of mobile app workplaces

scr_mobile_wizard_workplaces_list.png 

Contents

Adding a new workplace

How to set up the workplace section list

Adding a new workplace

To add a new workplace:

1.Go to the mobile application wizard (Fig. 1) and click the [New workplace] button.

2.Populate the page for the new mobile application workplace (Fig. 2):

a.Enter the workplace name.

b.Specify a unique code that would identify the workplace.

Attention

The unique code can contain numbers and Latin characters only.

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

Fig. 2 The workplace setup page

scr_mobile_wizard_new_workplace.png 

3.Save the page.

Note

A new workplace will have default sections. You can add or remove sections by editing the workplace.

How to set up the workplace section list

You can add or remove sections from a workplace and change their order. Use the mobile application section setup page to set up section list. To set up the workplace section list:

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

2.Click the [New] button and select a section to add it to the workplace (Fig. 3).

Fig. 3 Selecting a section

scr_mobile_wizard_new_section.png 

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

Note

The mobile app structure contains only the sections that exist in Creatio. Use the section wizard of the desktop application to add custom sections to Creatio.

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