Use the bpm’online mobile application wizard to customize workplaces for different types of mobile app users. For example, make the [Opportunities] workplace in the mobile application available only for the “Sales managers” role and in it – add only those sections that are necessary for the sales reps who work in the field.
With the help of the mobile wizard, you can also customize section lists, pages and details for each workplace. For example, you can customize the page of the [Accounts] section in the [Opportunities] workplace by displaying only information that is relevant for sales reps.
Modifications made to the bpm’online configuration when working with the mobile app wizard are saved in the package specified in the “Current package”. If the system setting value is empty, or if the specified package is inaccessible by the current user, then the Mobile Wizard will prompt you to select a different package. By default, the “Custom” package is used. If you want to use another package, make sure that it is inherited from the “Mobile” package.
All changes made to the configuration by using the mobile application wizard will be applied to all users on next synchronization between their mobile app and bpm’online.
You can open the mobile application wizard only if you have access to the [Mobile app setup].
Mobile app section setup page
Section setup page is used for setting up the list of sections available for mobile app users. To open section setup page:
Manage the sections available in the mobile application by adding or removing them from the list.
Configure the lists of records for the mobile app sections.
Set up mobile app section pages.
Set up mobile app section details.