Configuring the mobile app view

You can configure the view of the home page and the asset details page for the Oomnitza Assets app. 

To access the mobile screen builder, click Configuration > General > Mobile Screen Builder.

Did you know?
You can download the latest version of the Oomnitza Assets app from the Google Play Store or the App Store.

Contents

1. Before you start
2. Configuring the settings 
   1. About configuring the Home page view
3. Configuring the Home page view
4. Configuring the Asset details views
5. App preview
6. Configuring the block view

Before you start

You will need the following permissions to use the mobile screen builder:

• Add, Edit permissions for Assets must be set for your role 
• Read permissions for Configuration must be set for your role  

To review or change user role permissions, click Configuration > Security > Roles. Click your role and open the Permissions page.

Configuring the settings 

To configure the mobile screen builder, complete the following actions:

• From the Select the role that you want to configure list, select a role. You can manually configure the view for each role. Or, you can click the clipboard to reuse the configuration setting of another role. 

The role is not in the list? Click Configuration > Security > Roles. Click the role and ensure that Own Role is selected as the Primary UI Role. 

• Select Activate Scan on mobile app. Activates the scanner on the Assets app home page. You can populate any text field with the scanner once it is enabled. If you deactivate the scanner, you can’t add new fields to the home page or use the scanner on your mobile device.
• Select Activate camera on mobile app for Media. Enables camera access on the Assets mobile app for uploading attachments to the Media page.

About configuring the Home view 

Use the Home page view to configure the home page view for the Assets mobile app.

By default, the following fields are displayed:

• Search Assets
• Add Assets

The following options are available for searching assets:

• You can search manually
• You can search by scanning the asset’s tag

The following options are available for adding assets:

• You can add assets manually
• You can add assets by scanning the asset’s tag

Tip
Add fields to the Search Assets or Add Assets sections. For example, you might prefer to enable app users to scan and add assets by serial number.

Configuring the Home Page view

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.
Actions menu	Rearrange fields by moving them.
Remove field	Remove the field from the view

Configuring the Asset details view

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.

App preview

The preview screen for the app in the side panel lets you preview in real time the changes that are made to the mobile view of Assets by Oomnitza.

Configuring the block view of the Assets page

To change the fields that are shown in the tile for the Assets by Oomnitza app, a user with the appropriate permissions for assets must log into the Oomnitza instance and reconfigure the block view of the Assets page and save the changes. 

Configuring the block view 

Result
Once you save your changes, the design that you created should be visible in your mobile app. In some instances, you may need to log back into your app again to view the changes.

Related Links

 Assets by Oomnitza - App Store

 Assets by Oomnitza - Google Play Store

 Updating assets using the Oomnitza assets app

 Configuring object views using the screen builder. See Setting custom visibility rules to find out how to set custom visibility rules for fields.