How To: Customize Mobile App (Screen Builder)

 

  1. Select Assets
  2. Select Customization
  3. Choose which role the app will be configured for
    1. The view on the app can be configured differently for different roles. Here’s how to create custom roles (How-To)
  4. The view on the app can be configured differently for different roles. Here’s how to create custom roles
  5. Select the right arrow

Drag the desired block to the phone screen

Results:

Now select the block you would like to edit

 

This is the view for the “New” block. (Adding a new asset)

 

Top left (in red box): You will see the different screens associated with this block. For the “New” block there is New and View. Each of these will need to be filled out before it is completed

 

On left: The fields that are in your system. These can be dragged into the screen to add them to the app or dragged back to the left to remove them from the App

 

When completed Select “Go Live”

 

Troubleshooting/Hints:

 

 

2) If you would like every field in all views you can select “+ Autofill Screens”. This will pull all the fields from the left onto every screen of that block

            Caution: This will overwrite previous field arrangement

 

3) If fields do not appear on screen after update. Vigorously shake phone to refresh the fields (you will get a prompt that fields have been refreshed

 

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