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Managing Modules and FormsForm Design FundamentalsForm CreationAdvanced Form Design ToolsDefining the WorkflowRecord List ConfigurationConsolidated Module ViewsCalendar ViewNotification BadgesSearch ConfigurationMobile App ConfigurationAccess ControlVersion ControlField Types
Advanced Configuration

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.

  1. Select Add Variable.
  2. Select the field from the drop down list.
  3. Repeat for other fields to include in the Search Results.
  4. Select Save.

Version: 1

Notification Badges

Details the creation and configuration of notification badges, which alert users to active records requiring their attention, including defining the badge message.

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.