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:
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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 |
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Sorting |
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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:
|
|
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 |
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