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 AgilePoint 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.

Mobile QR Code Configuration screen

Configures the QR code for Android and iOS mobile apps.

Figure: Mobile QR Code Configuration screen

Mobile QR Code Configuration screen

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:
[Your AgilePoint NX Portal URL]/AgilePointServer
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..
Default Value:
My Apps
Limitations:

Team Tasks

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, Reassign Task, and Cancel Task 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

Show/Hide Application Owner

Function:
Specifies whether to show or hide the app owner name in the My Apps screen for the iOS mobile app.
Accepted Values:
  • On - Shows the app owner name in the My Apps screen for the iOS mobile app.
  • Off - Hides the app owner name in the My Apps screen for the iOS mobile app.
Default Value:
Off
Limitations:
This field is available in these releases:

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:

MS Azure Active Directory

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

Figure: MS 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 Microsoft Azure Active Directory.
To Open this Field:
  1. Click MS 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 MS 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 Microsoft Azure Active Directory account.
To Open this Field:
  1. Click MS Azure Active Directory.
Accepted Values:
The Microsoft Graph API URL for your language.
Default Value:
None
Limitations:
This field is available in these releases:

Use Microsoft Authenticator App Only for iOS

Function:
Specifies whether to sign in to Microsoft Azure Active Directory with the Microsoft authenticator app for the iOS mobile app for AgilePoint NX.
To Open this Field:
  1. Click MS Azure Active Directory.
Accepted Values:
  • Selected - Sign in to Microsoft Azure Active Directory with the Microsoft authenticator app for the iOS mobile app.
  • Deselected - Sign in to Microsoft Azure Active Directory with Microsoft Azure Active Directory account for the iOS mobile app.
Default Value:
Deselected
Limitations:
This field is available in these releases:

MS Azure AD China

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

Figure: MS 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 Microsoft 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 Microsoft 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:

Use Microsoft Authenticator App Only for iOS

Function:
Specifies whether to sign in to the China edition of Microsoft Azure Active Directory with the Microsoft authenticator app for the iOS mobile app for AgilePoint NX.
To Open this Field:
  1. Click MS Azure AD China.
Accepted Values:
  • Selected - Signs in to the China edition of Microsoft Azure Active Directory with the Microsoft authenticator app for the iOS mobile app.
  • Deselected - Signs in to the China edition of Microsoft Azure Active Directory with Microsoft Azure Active Directory account for the iOS mobile app.
Default Value:
Deselected
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