Configuration settings

Review the settings to help you configure the screens for the mobile app. 

Best practice is for administrators to create dedicated roles for app users. To use the app, users must have at least read permissions for assets. To use all of the app’s features, such as editing and bulk editing, add and edit permissions for assets are required. Mobile app users don't need workflow permissions to complete actions. See Granting role permissions.

To access the mobile screen builder, click Configuration > General > Mobile Screen Builder. From the Select the role that you want to configure list, select a role.  Instead of configuring the Asset details page for each role, you can copy the settings selected of another role.  

Table: List of the actions that you can complete to configure the HOME PAGE view

Action	Description
+ Add fields	Add fields to the Search Assets or Add Assets sections.
Action menu	Rearrange fields by moving them.
Remove fields	Remove the field from the view.
+ Add actions	Add the actions that you configured on the ASSET ACTON DETAILS page.

Table: List of the actions that you can complete to configure the ASSET DETAILS view

Search for fields	Search for fields in the ASSET DETAILS view.
Add group	Arrange fields in groups to make it easier to find and review the information that is displayed. For example, you can add the following groups for asset information: General information Purchasing  Audit information And then you can drag and drop fields into the groups. Alternatively, to add the fields to a group, click the Actions menu .
Reset to Web Screen Builder view	Choose this option and click Save to reset the view or clear the changes that you made to the Asset details view.
Field configuration for the mobile app is inherited from the Web Screen builder	This means that no changes were made to the Asset details view and that the mobile view and web screen builder view are in sync.
+ Add fields	Click Add Fields to add fields to the Assets view. You select the fields that you want to add.
Action menu	Drag and drop the fields to reposition them. Alternatively, click the Actions menu and choose an option such as move a field to the top or bottom. Click Move field to to move a field to another group.  Click Remove field to remove the field from the view.
Default list	From the Default list for each field, you can choose one of these options: Read-only Read-only and hide when empty Mandatory Set custom visibility rules. For example, you might want to make the Asset Type mandatory if the Serial Number field is not empty.

Table: List of the actions that you can complete to configure the ASSET ACTION DETAILS view

Action	Description
Add action	Add the name of the action and add fields, or a workflow, or both. Then, add the action to the HOME PAGE.
Actions menu	Rearrange fields and removing actions.