Setting up DEFAULT FOLDER for a SECTION in the mobile app.
Hi Team,
The query is related to viewing records in the mobile application. By default, when we open a section in the Creatio mobile app, the listing page is empty, with a note to search for specific conditions to display records.
Is there an option to set a default folder from the already available saved folders for the section in the web app to be used as the default folder/condition for listing records as soon as the section is opened in the mobile application? Later, if users wish to change the filter, they can do so by selecting a different folder instead of viewing empty records in the list. For example, is it possible to display records for which the user has access? How can this be achieved? Are there any code samples available if code needs to be written, and if it's a configuration, how can we configure it for the mobile app?"
Thanks for the help in advance!
Regards,
Mayan
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Hello,
Please feel free to use the resolution from this article: https://community.creatio.com/articles/setting-filter-mobile-application
Also, in case you want the assignee to be "current user" you may be interested in this answer: https://community.creatio.com/questions/get-current-user-contact-mobile
Thanks Bogdan,
If I log in to an instance as a regular user and not as a supervisor in web isntancce, by default, it lists all the records in a section for which the user has access, irrespective of whether they are the owner or assignee. This happens because the user has access, and the user's name is not available in any of the fields in the record, such as the owner field or assignee field. The record is shown because the user has access to it.
The same functionality needs to be achieved in the mobile app. However, here, we need to add a filter condition. For the scenario described above, we need to specify a reference field. If we set the owner field to the current user, it will list only the records where the user's name is linked to the owner field. But what about the records that the user has access to but does not own? How do we achieve this in the mobile application?
Thanks Bogdan, but can you help for the below scenario:
If I log in to an instance as a regular user and not as a supervisor, by default, it lists all the records in a section for which the user has access, irrespective of whether they are the owner or assignee. This happens because the user has access, and the user's name is not available in any of the fields in the record, such as the owner field or assignee field. The record is shown because the user has access to it.
The same functionality needs to be achieved in the mobile app. However, here, we need to add a filter condition. For the scenario described above, we need to specify a reference field. If we set the owner field to the current user, it will list only the records where the user's name is linked to the owner field. But what about the records that the user has access to but does not own? How do we achieve this in the mobile application?
Regards,
Mayan
Hello Mayan,
You can use this method to display all data:
Enter link [NameOfYourWebSite] .creatio.com/0/Features, search for UseMobileSearchOnlyInSections on this page. Uncheck all the boxes as you see in the image:
At this stage you can see all records in the mobile app.
Next you can use an article from Bogdan’s link to add filters if needed. Also I can recommend you one No-code way of filtering:
- System designer -> Mobile application wizard -> Needed workplace
- Find needed page (for example Order) and set the default filter. It will be impossible to get data in a mobile app which does not match the criteria of this filter
Best regards, Anhelina!