Configuring Records

The Records interface for mobile devices is highly configurable to suit your organization's processes, terms, and references. SOTI Snap enables you to control what the user sees when interacting with the Records List Properties and the Records Detail Page. The following sections list the properties you can configure. For information about how to use Records, see Managing Records.

Records List Properties

The Records List Properties displays the submitter's requests, including open, sent back, or closed requests. The following video shows how to update Records List Properties's visual elements to match your workflow.

The following table lists all the configurables for Records List Properties. Review updates on the Canvas as you make changes.

Group Property Description
General ID Assign a unique identifier value to the widget used to refer to it in the script.
Name Accept the default or set a custom name for the Records List Properties page.
Page Title Set the page title for viewing the request list. Options are:
  • Same as form name
  • Same as app name
  • Custom name (specified in the Display Text property)
Display Text This property is visible when you set Page Title to Custom name. Set a custom page title for viewing the request list.
Configure Status Status Settings Review and update the available status options as required. See Status Settings for more information.
'Draft' Display Text When you upgrade your app, unsynced requests are set to a draft state. Accept the default or set the text to indicate the request is a draft version.
'Queued' Display Text When you submit a request and the device is offline, it queues the request for submission upon reconnection. You can accept the default setting or customize the text to show that the request is queued.
Field Settings Select Form Fields To Display Use the Add Fields button to select all, some, or no form fields to show in the request list.
Actions On Click Of '+' Navigate To Select the form the app will open when the user taps Plus.
Filter & Sorting Filter
  • Title—Accept the default or set a custom title for the Filter pop-up.
  • Select the method used to filter Records content. Accept the defaults or set the text of each filter as required.
    Tip: Select the Settings icon to enable additional system filters or to create custom filters.
Sorting
  • Reset—Use to reset the Title and Configure Sorting Text properties to their default values.
  • Title—Accept the default or set a custom title for the Sorting pop-up.
  • Configure Sorting Text—Select the default method used to sort Records content. Accept the defaults or set the text of each sorting method as required. Use the property handles to drag each sorting method into the desired order.

Records Detail Properties

The Records Detail Properties interacts with the details of a single request. The following video shows how you can change the visible elements of the Records Detail Properties to match your workflow by updating their properties.

The following table lists all the configurables for Records Detail Properties. Review updates on the Canvas as you make changes.

Group Property Description
General ID Assign a unique identifier value to the widget used to refer to it in the script.
Name Accept the default or set a custom name for the Records Detail Properties page.
Page Title Set the page title for viewing the request details. Options are:
  • Same as form name
  • Same as app name
  • Custom name (specified in the Display Text property)
Display Text This property is visible when you set Page Title to Custom name. Set a custom page title for viewing the request details.
Workflow Key Label Accept the default or set the label for the workflow record key.
'Submitted On' Label Accept the default or set the label for the submission date.
'Submitted By' Label Accept the default or set the label for the submitter's name.
Content Settings Fields Use the Select Form Fields To Display button to choose fields from your forms to include in the request details. Use the property handles to drag each field item into the desired order.
Delete
  • Reset—Use to reset the Title and Configure Sorting Text properties to their default values.
  • The following properties set text values for their respective buttons, headers, text boxes, and labels:
    • Dialog Header
    • Dialog Confirm Message
    • Dialog Confirm Button Label
    • Dialog Cancel Button Label