Common tasks in the List view

Refer to the following content for some common user tasks in the List view.

• To switch between different modules:

  Tap the Module icon at the top and select other categories from the list. The default categories includes Incident, Change and so on.

• To switch between different list views:

  Refer to the Incident module as an example. Tap Assigned to My Groups at the top and scroll down to select Assigned to Me and so on from the list.

  Tip For more information about how to add views on Mobile Applications client, see Add a view for Mobile Applications.

• To access the Detail view of a record:

  When navigating through the records list, tap a record to access its Detail view.

• To search for specific incidents and change requests by record ID:

  1. Tap the Magnifier icon at the top. A Search field opens.
  2. In the Search field, type the IM or C prefix with ID of the incident record or change request. For example: IM10002 or C10003.
  3. Tap Enter. The specific incident record or change request opens in the Detail view.

  Note

  • When using the search function, make sure the prefix of the incident record or change request aligns with those in your Service Manager environment. For example, C is the prefix for a change request. For more information about how to configure the prefix of an incident record or a change request, see Configure the prefix of a record.
  • Service Manager Mobile Applications supports wildcards in the Search field. If you type IM1000* and then tap Enter, the multiple search results will be displayed as a list of Incident records.

• Tap the Ellipsis icon at the top and select corresponding option in the list opened to:

  • View or clear system messages for the current user
  • Log out of the mobile session

• Tap the floating action bar and select corresponding option in the list opened to:

  • Refresh the current page
  • Sort the records in the List View