Mobile QR Code Configuration screen

Lets users who have access rights for the Settings module configure the QR code for Android and iOS mobile apps.

The users with Settings module access rights can specify the mobile settings in a centralized location in the NX Portal and then create a QR code based on those settings. The QR code can be scanned by mobile app users to configure their apps without requiring technical details or authentication configuration.

Figure: Mobile QR Code Configuration screen

Mobile QR Code Configuration screen

Prerequisites

How to Start

  1. Click Settings Settings icon.
  2. Click Admin Settings Admin Settings icon > Mobile Configuration.

Fields

Field Name Definition

Server Instance URL (REST)
Function:
Shows the REST URL for your AgilePoint Server instance.

This field completes by default. However, you can edit this field if you set up proxy server or gateway server because the server URL is different in this case.

For more information, refer to Find Your AgilePoint Service URL in AgilePoint NX.

Accepted Values:
A valid AgilePoint Server URL.
Default Value:
http://hostname/AgilePointServer

Default Language
Function:
Specifies the default language to use for the AgilePoint NX mobile app.
Accepted Values:
A language from the list.
Default Value:
English

Default Screen
Function:
Specifies the default view for your mobile app.
Accepted Values:
  • My Apps - Shows a list of eForms applications published for your use.
  • My Task - Shows a list of all of the tasks assigned to you.
  • Team Task - Shows a list of all of the tasks assigned to your team.
  • Outbox - Shows a list of eForms and tasks that have been submitted in offline mode. These forms are synchronized with the AgilePoint NX system once the mobile app is online..
  • Custom - Shows a custom page specified by the QR code.
Default Value:
My Apps
Limitations:

QR Default Page URL
Function:
Specifies the URL of a custom page.
To Open this Field:
  1. In the Default Screen list, select Custom.
Accepted Values:
A string in URL format.
Default Value:
None
Limitations:

Team Task
Function:
Specifies the default view of your team's tasks.
Accepted Values:
  • All Tasks - Shows a list of all the tasks for your team.
  • Task Pool - Shows all the unassigned tasks in a pool for your team.
  • Assigned Tasks - Shows only the tasks given to the specified team.
  • Overdue Tasks - Shows the tasks that are due, but are not complete.
Default Value:
All Tasks

Default Task View
Function:
Specifies the default view for your tasks.
Accepted Values:
  • All Tasks - Shows a list of all your tasks.
  • Task Pool - Shows all the unassigned tasks in a pool.
  • Assigned Tasks - Shows only the tasks assigned to the specified user.
  • Overdue Tasks - Shows the tasks that are due, but are not complete.
Default Value:
All Tasks

Enable Logs
Function:
Specifies whether to create log files on the Android mobile device.
Accepted Values:
  • On - Creates log files on the Android mobile device.
  • Off - Disables log files on the Android mobile device.
Default Value:
Off

Show/Hide Task Button
Function:
Specifies whether to show or hide the Process Viewer (Process Viewer icon), Reassign Task (Reassign Task icon), and Cancel Task (Cancel Task icon) buttons in the Task/Team Task Detail screen for iOS mobile app.
Accepted Values:
  • On - Shows buttons in the Task Detail and Team Task Detail screens for iOS mobile app.
  • Off - Hides buttons in the Task Detail and Team Task Detail screen for iOS mobile app.
Default Value:
Off

Select Authentication Providers for Your Mobile App
Function:
Specifies the authentication providers for the AgilePoint NX mobile app.
Accepted Values:
Default Value:
AgilePoint ID

Generate QR Code
Function:
Creates and shows the QR code based on the configuration.

Delete QR Code
Function:
Deletes the QR code.

Reset QR Code
Function:
Deletes your changes and sets the QR code configuration back to the most recently saved QR code configuration.

This field is enabled if you change any value after generating the QR code.

AgilePoint ID

Configures AgilePoint NX account authentication for your mobile app.

Figure: AgilePoint ID Configuration screen

AgilePoint ID Configuration screen

Fields

Field Name Definition

Use JWT Authentication
Function:
Specifies whether to use JSON Web Token (JWT) for AgilePoint NX account authentication as an alternative to the basic authentication.
To Open this Field:
  1. Click AgilePoint ID.
Accepted Values:
  • On - Specifies JWT authentication for AgilePoint ID authentication.
  • Off - Specifies basic authentication for AgilePoint ID authentication.
Default Value:
Off
Limitations:
This field is available in these releases:

Audience URL
Function:
Specifies the AgilePoint Portal Instance URL.

This field completes by default.

To Open this Field:
  1. Click AgilePoint ID.
  2. Turn on Use JWT Authentication.
Accepted Values:
AgilePoint NX Portal Instance URL.

For more information, refer to Find your Portal Instance URL.

Default Value:
None
Limitations:
This field is available in these releases:

Active Directory

Configures Active Directory authentication for your mobile app.

Figure: Active Directory Configuration screen

Active Directory Configuration screen

Fields

Field Name Definition

Domain
Function:
Specifies the name of your Active Directory domain.
To Open this Field:
  1. Click Active Directory.
Accepted Values:
A valid Active Directory domain name.
Default Value:
None
Limitations:
This field is available in these releases:

Use JWT Authentication
Function:
Specifies whether to use JSON Web Token (JWT) for Active Directory authentication as an alternative to the basic authentication.
To Open this Field:
  1. Click Active Directory.
Accepted Values:
  • On - Specifies JWT authentication for Active Directory.
  • Off - Specifies basic authentication for Active Directory.
Default Value:
Off
Limitations:
This field is available in these releases:

Audience URL
Function:
Specifies the AgilePoint Portal Instance URL.

This field completes by default.

To Open this Field:
  1. Click Active Directory.
  2. Turn on Use JWT Authentication.
Accepted Values:
AgilePoint NX Portal Instance URL.

For more information, refer to Find your Portal Instance URL.

Default Value:
None
Limitations:
This field is available in these releases:

Windows Azure Active Directory

Configure Windows Azure Active Directory account authentication for your mobile app.

Figure: Windows Azure Active Directory Configuration screen

Windows Azure Active Directory Configuration screen

Fields

Field Name Definition

Client ID
Function:
Specifies the client ID of the app you created or added in Windows Azure Active Directory.
To Open this Field:
  1. Click Windows Azure Active Directory.
Accepted Values:
A string with letters and numbers.
Default Value:
None
Limitations:
This field is available in these releases:

Return URL
Function:
Specifies the callback URL from the connected AgilePoint NX mobile app.
To Open this Field:
  1. Click Windows Azure Active Directory.
Accepted Values:
A string in URL format.
Default Value:
None
Limitations:
This field is available in these releases:

Resource
Function:
Specifies a unique universal resource identifier (URI) for your AgilePoint NX mobile app. The URI must be in a verified custom domain for an external user to grant your app access to their data in Windows Azure Active Directory account.
To Open this Field:
  1. Click Windows Azure Active Directory.
Accepted Values:
The Microsoft Graph API URL for your language.
Default Value:
None
Limitations:
This field is available in these releases:

Azure AD China

Configure authentication for the China edition of Windows Azure Active Directory account for your mobile app.

Figure: Windows Azure Active Directory China Configuration screen

Windows Azure Active Directory China Configuration screen

Fields

Field Name Definition

Client ID
Function:
Specifies the client ID of the app you created or added in the China edition of Windows Azure Active Directory.
To Open this Field:
  1. Click Azure AD China.
Accepted Values:
A string with letters and numbers.
Default Value:
None
Limitations:
This field is available in these releases:

Return URL
Function:
Specifies the callback URL from the connected AgilePoint NX mobile app.
To Open this Field:
  1. Click Azure AD China.
Accepted Values:
A string in URL format.
Default Value:
None
Limitations:
This field is available in these releases:

Resource
Function:
Specifies a unique universal resource identifier (URI) for your AgilePoint NX mobile app. The URI must be in a verified custom domain for an external user to grant your app access to their data in Windows Azure Active Directory account.
To Open this Field:
  1. Click Azure AD China.
Accepted Values:
The Microsoft Graph API URL for your language.
Default Value:
None
Limitations:
This field is available in these releases:

Salesforce Production

Configure Salesforce production environment authentication for your mobile app.

Figure: Salesforce Configuration screen

Salesforce Configuration screen

Fields

Field Name Definition

Consumer Key
Function:
Specifies the Consumer Key.

For more information, refer to (Example) How to Get the Access Token Credentials from Salesforce.

To Open this Field:
Click Salesforce Production.
Accepted Values:
A valid consumer key from Salesforce.
Default Value:
None
Limitations:
This field is available in these releases:

Callback URL
Function:
Specifies the callback URL from your connected mobile app.
To Open this Field:
Click Salesforce Sandbox.
Accepted Values:
A string in URL format.
Default Value:
None

Salesforce Sandbox

Configure Salesforce development environment authentication for your mobile app.

Figure: Salesforce Sandbox Configuration screen

Salesforce Sandbox Configuration screen

Fields

Field Name Definition

Consumer Key
Function:
Specifies the Consumer Key.

For more information, refer to (Example) How to Get the Access Token Credentials from Salesforce.

To Open this Field:
Click Salesforce Sandbox.
Accepted Values:
A valid consumer key from Salesforce.
Default Value:
None
Limitations:
This field is available in these releases:

Callback URL
Function:
Specifies the callback URL from your connected mobile app.
To Open this Field:
Click Salesforce Sandbox.
Accepted Values:
A string in URL format.
Default Value:
None

IdentityServer

Configure IdentityServer account authentication for your mobile app.

Figure: IdentityServer Configuration screen

IdentityServer Configuration screen

Fields

Field Name Definition

Client ID
Function:
Specifies the client ID of the app you created or added in IdentityServer.
To Open this Field:
  1. Click IdentityServer.
Accepted Values:
A string with letters and numbers.
Default Value:
None
Limitations:
This field is available in these releases:

Authority
Function:
Specifies the IdentityServer server URL.
To Open this Field:
  1. Click IdentityServer.
Accepted Values:
A string in URL format.
Default Value:
None
Limitations:
This field is available in these releases:

Okta

Configure Okta account authentication for your mobile app.

Figure: Okta Configuration screen

Okta Configuration screen

Fields

Field Name Definition

Client ID
Function:
Specifies the client ID of the app you created or added in Okta.
To Open this Field:
  1. Click Okta.
Accepted Values:
A string with letters and numbers.
Default Value:
None
Limitations:
This field is available in these releases:

Issuer URI
Function:
Specifies the URI of the Okta server.
To Open this Field:
  1. Click Okta.
Accepted Values:
A string in URL format.
Default Value:
None
Limitations:
This field is available in these releases:

G Suite

Configure G Suite authentication for your mobile app.

Figure: Google Plus Configuration screen

Google Plus Configuration screen

Fields

Field Name Definition

Consumer Key
Function:
Specifies the Consumer Key for your connected mobile app.

You get the Consumer Key from G Suite.

To Open this Field:
Click G Suite.
Accepted Values:
A consumer key from G Suite.
Default Value:
None
Limitations:
This field is available in these releases:

Callback URL
Function:
Specifies the callback URL from your connected mobile app.
To Open this Field:
Click G Suite.
Accepted Values:
A string in URL format.
Default Value:
None