Previous Topic

Next Topic

Book Contents

Book Index

Create a Mobile Form

Use the Edit Mobile Form window (within the Blueprint Object Manager) to create a Mobile Form. When you create a Mobile Form, you define:

Good to know:

To create a Mobile Form:

  1. In the CSM Administrator main window, click the Blueprints category, and then click the Create a New Blueprint task.

    Note: If working on a saved Blueprint, open the existing Blueprint.

    The Blueprint Editor opens, displaying the Object Manager in its Main Pane. The Object Manager lists the existing Business Objects.

  2. Click a Business Object (ex: Incident).
  3. Click Edit Mobile Form.

    The Edit Mobile Form window opens, listing the sections that are currently displayed on the Mobile Form.

    Edit Mobile Form Window

  4. (Optional) Use Search Result Fields for Display: Select this check box to display the default Search Results Fields defined in a Business Object's properties. If you select this check box, you do NOT have the option to define a customer list of sections and Fields to display.
  5. Define which sections to display on the Mobile Form:
    1. Click Add to add a new section to the form.

      Tip: Click Edit to edit a selected section. Click Delete to remove the selected item from the list. Use the Up/Down arrows Arrow Down Blue Arrow Up Blue to change the order in which the sections appear on the Mobile Form.

      The Mobile Form Section window opens.

      Mobile Form Section window

    2. Define general properties for the section:
      • Section Name: Provide a name to use within CSM.
      • 1-Many Section: See the following procedure for more information.
      • Header Text: Provide the text to display in the section header. (This is what mobile Users see). You can optionally include:
        • Dynamic Values: Click the Selector button Selector button (ONE-STEPS) (or right-click in the text box) to access a menu of Tokens (ex: Fields, System Functions, Prompts, Expressions, Stored Values, Metrics, and Counters). Then, select/build your Token. For example, include the Record ID in the section header (ex: Incident 000100).
        • Image: Click the Image button to open the Image Manager, and then select an existing image or import a new image to represent the Business Object in the UI.
      • Only Show Section if Condition is True: Select this check box to conditionally display the section on the Mobile Form. Then, define the condition, using either:
        • Stored Expression: Click the Ellipses button Ellipses Button to open the Expression Manager, and then select an existing stored Expression or create a new stored Expression. Stored Expressions can be reused in numerous places in CSM.
        • Custom Expression: Click the Custom Expression button Expression Button to open the Custom Expression Builder, and then create a custom Expression specifically for this scenario.
  6. Define which Fields to list under each section:
    1. In the Available Fields area, select the Fields you want to add to the section by moving them to the Fields to Show in Section box:
      • Use the Left/Right arrows Arrow Left Green Arrow Right Green to move Fields from/to the Fields to Show in Section box.
      • Use the Up/Down arrows Arrow Up Green Arrow Down Green to order the Fields in the section (first through last).

        Tip: You can also add and remove Fields by clicking-and-dragging.

  7. Click OK.

To add a Field from a 1-to-Many Relationship:

  1. Select the 1-Many Section check box.
  2. Select a 1-Many Relationship in the drop-down.

    The Fields from the related Business Object appear in the Available Fields list (ex: Incident Links Task).

  3. In the Available Fields area, select the Fields you want to add to the section by moving them to the Fields to Show in Section box.
  4. Select a list order for the records in the section (first through last):

    Note: These options are available only if you selected the 1-Many Section check box because 1-Many Relationships might have multiple records (ex: Multiple Tasks related to one Incident).

    1. Order by: In the drop-down, select the Field to use to order multiple records when displayed in a list (ex: Closed Date Time will list Tasks in the order in which they were closed, either first closed (ascending) or last closed (descending)).
    2. Descending: Select this check box to order records in descending order, largest to smallest (10-1). Clear the check box to order the records in descending order, lowest to highest (Z-A).
  5. Click OK.

See Also

Configuring Cherwell Mobile

Configure Cherwell Mobile Security Rights

Create a Mobile Dashboard

Configure Cherwell Mobile Login Settings

Configure Cherwell Mobile Settings