Add a view for Mobile Applications

Service Manager Mobile Applications provides several out-of-box views to access individual and group records. For example, the default views of Incidents are My Group's Incidents and My Incidents. As the system administrator, you can create more views for one or more users to customize the default log-on view. For example, if a group of users regularly searches on the same query, you can provide them with a shared query view as their default whenever they log on to Service Manager from the Mobile Applications client.

To display an existing view in the Mobile Applications client, follow these steps:

1. Log on to Service Manager using the Windows client as a System Administrator.
2. From the System Navigator, click Favorites and Dashboards.
3. Right-click the favorite that you want to edit, and then select Properties. The View Definition form opens.
4. Select the Mobile Accessible check box.
5. In the Audience tab, update the audience which are exposed to the view and then click Save.

To create a new view for the Mobile Applications client, follow these steps:

1. Log on to Service Manager using the Windows client as a System Administrator.
2. Click System Administration > Base System Configuration > Miscellaneous > Views/Favorites.
3. Click New. The New View wizard opens.
4. Select the Area to create the view in and then click Next.
5. Specify the name and type for the view you wish to create, and then click Next.

6. Select the fields you want in your view:

   1. Click Fields.

   2. To add fields, select items from the table menu and click Add to List.

      Note If you select a field that has a link to another table, select from the secondary menu to add fields you want in the view.

7. Select properties for Group By, Sort By, Filter, and Autoformat as desired.
8. Click Finish.
9. Select the Mobile Accessible check box.
10. In the Audience tab, select an audience for the view and then click Save.
11. Open the To Do Queue, select the area in the Queue field as you defined in step 4 and check which form is used by the new view.
12. Open Form Designer and search for the form.

13. Click More Actions > Copy/Rename to copy the form with a mobile suffix.

    Note When copying the forms, do not omit the .g suffix which is used by some forms. For example, you can copy sc.manage.cmr.g to sc.manage.cmr.g.mobile.

To remove a view from the Mobile Applications client, follow these steps:

1. Follow step 1 to step 3 as described in To display an existing view in the Mobile Applications client, follow these steps:.
2. In the Audience tab, update the audience which are to be excluded from the view; or you can clear the Mobile Accessible check box to remove the view from Mobile Applications.
3. Click Save.