Settings screen

Specifies the settings for your mobile app.

Figure: Settings screen

Settings screen

Video: Configure the Mobile Dashboard App

Video: Configure the Out-of-the-Box Mobile App

Prerequisites

How to Start

  1. Tap the Sidebar Menu (Sidebar Menu icon).
  2. On the sidebar menu, tap Settings (Settings icon).

Fields

Field Name Definition

Use QR Code To Configure App Settings

Function:
Specifies whether you can scan a QR code to configure the settings for your mobile app.

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.

For more information, refer to Use the QR Code to Configure the Settings for Your Mobile App.

Accepted Values:
  • On - Scans a QR code to configure your mobile app.
  • Off - The mobile app settings must be configured for each field.
Default Value:
  • Off - For users who have the app installed before it is updated.
  • On - For new app installation.
Limitations:

This field is available in these releases:

AgilePoint NX Server Instance URL

Function:
The URL of your AgilePoint Server.

For more information, refer to How Do I Find the URLs to Connect to AgilePoint NX?.

Accepted Values:
A valid AgilePoint Server URL.
Default Value:
None

Language

Function:
Specifies the language for the AgilePoint mobile app.
Accepted Values:
A language from the list.
Default Value:
None
Example:
English

Authentication Type

Function:
Specifies the type of authentication to use for the AgilePoint mobile app.
Accepted Values:
  • AgilePoint ID
  • Active Directory
  • Windows Azure Active Directory
  • Salesforce
Default Value:
AgilePoint ID

Run app in Offline Mode

Function:
Specifies whether the mobile app runs in offline mode.
To Open this Field:
  1. Tap Offline.
Accepted Values:
  • ON - The mobile app runs in offline mode.
  • OFF - The mobile app runs in online mode.
Default Value:
Off

Clear Offline Data

Function:
Deletes all offline mobile eForms data.
To Open this Field:
  1. Tap Offline.

My Task Default View

Function:
Specifies the default view for your tasks.
Accepted Values:
  • All - Shows a list of all your tasks.
  • New - Shows all the new tasks assigned to you.
  • Assigned - Shows only the tasks assigned to the specified user.
  • Overdue - Shows the tasks that are due, but are not complete.
Default Value:
Assigned

Team Task Default View

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

Default Page

Function:
Specifies the default view for your applications.
Accepted Values:
  • My Apps - Shows a list of eForms applications published for your use.
  • My Tasks - Shows a list of all your tasks.
Default Value:
My Apps

Show/Hide Task Actions on eForm

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
Limitations:

This field is available in these releases: