Advanced Configuration
Mobile App Configuration
Covers the steps to enable a form for use in the mobile app and how to configure the specific record list display for mobile devices.
Modules can be enabled for mobile devices, with a configurable record list for the app.
Enabling a module for the mobile app
- Select Enable this form for mobile app.
- Select Add.
- Choose the field to include in the record list.
- Repeat for other fields.
- Select Save.
Version: 1
Search Configuration
Explains how to configure the search functionality for a module by selecting which fields from the form should be included in search results.
Access Control
Details the configuration of access permissions for forms, covering general settings, advancing workflow, record readability at different workflow steps, and section-level access for user groups.