Making an Application Mobile Ready
Making an application mobile-ready enables you to use the application on the Archer IRM mobile app. Advanced Workflow must be enabled in the application you want to make mobile-ready.
The Archer IRM mobile app is available from the Apple Appstore.
Important: Before you can make an application mobile-ready, your Archer instance must be enabled for mobile use. For more information, see "Configuring an Instance for the Archer IRM Mobile App" in the Archer Control Panel Help.
On this page
Supported and unsupported fields
Editable Fields |
Read-Only Fields |
---|---|
Attachments Cross-Reference/Related Record Date Numeric Record Permissions Text User/Groups List Values List |
First Published Date Last Updated Date Record Status Tracking ID |
Unsupported System Fields |
Unsupported Field Types |
---|---|
Access History History Log |
CAST (ScoreCard) CAST (Detail) External Links Image IP Address Matrix Multiple Reference Display Controls Scheduler Sub-Form Voting |
Data driven events for mobile ready applications
Data driven events (DDEs) are supported for mobile ready applications, but with some limitations:
- For Apply Conditional Layout actions, only the Required and Read Only options are supported.
- If a DDE rule or action includes a field type that is unsupported on mobile, the DDE is in the mobile app until the record is saved.
- When a record is saved in the mobile app, all of the data driven event rules are evaluated, even those that evaluate unsupported field types.
Important: In this situation, a user may not be able save a record because of a data driven event rule on an unsupported field. To avoid this situation, do not create data driven events that evaluate unsupported fields on any mobile layout or enable mobile use for applications which have DDE rules on unsupported field types.
Task 1: Make an application mobile ready
- From the menu bar, click > Application Builder > Applications.
- Go to the Properties tab of your application.
- In the Options section, select the Enable Mobile checkbox.
- Click Apply.
Task 2: Configure the mobile layout
After your application has been enabled for mobile use, you can create a mobile layout for your existing web layout. Only data that is defined in the mobile layout of the application are downloaded to the mobile device. If you have more than one layout, you must define a mobile layout for each of your web layouts.
- From your application, go to Designer tab > Layout tab.
- If you have more than one layout, select the layout from the list.
- If not already selected, click the Designer tab.
- In the Layout Builder panel, select .
- In the Mobile Layout Configuration window, in the panel of available fields and sections, do one of the following:
-
In the available fields panel, clear the specified checkboxes for the fields to remove from the mobile layout.
-
In the selected fields panel, click next to the individual field to remove.
-
Verify that you do not have any data driven events on this layout that evaluate any unsupported fields.
-
Save your changes.
- If applicable, repeat steps 5 to 8 for each layout in your application.
Note: The mobile layout can only have up to 15 fields.
Action |
Task |
---|---|
Add individual fields |
Select the checkbox for the individual fields to move to the mobile layout. Selecting fields within different sections automatically adds those sections to the layout. |
Remove individual fields |
Do one of the following: |
Clear mobile layout |
Click Clear Mobile Layout to remove all fields and sections from the layout. |
Icon |
Name |
Description |
---|---|---|
|
Mobile field |
Denotes the field is included on the mobile layout. |
|
Key field |
Denotes the field is a key field. |