Using Mobile

By default, forms on a mobile device are read-only. However, administrators can give users the right to add new records.

Log into the Mobile Console and select a role.

If your role has permission to create new records, a + sign on the header appears. If this is missing, your role does not have permission to create new records.

Mobile - Click + to Add an Entry

By default, forms on a mobile device are read-only. However, administrators can assign edit access to designated roles. If your role has edit permissions, you will see an Edit button. You can modify data in:

• Validated fields (including constrained lists)
• Date fields
• Text fields
• Numeric fields
• Boolean/bit fields

You can use quick actions related to the business object on the Mobile Client.

• Click Quick Action in the bottom right corner of the screen.

Upon saving the record, the required field list is calculated. The object state may affect the required condition of a field.

• All required fields must contain a valid entry, or an error message is displayed, and the save aborted.
• When the validation occurs, the object data is passed to the server.

You can send an email from within the mobile client.