Create a Custom Mobile App for iOS

To create a new custom mobile app for the iOS operating system, do the procedure in this topic.

Prerequisites

• Configure Default App Settings.
• AgilePoint NX OnDemand (public cloud), or AgilePoint NX Private Cloud or AgilePoint NX OnPremises v7.0 or higher.

How to Start

1. On the AgilePoint Mobile App Accelerator (Home) screen, click Create New App .

Procedure

1. On the Basic Settings screen, in the Mobile App Name field, enter a display name for your custom mobile app.
2. In the Mobile App Description field, enter a text description for your custom mobile app.
3. In the Mobile App Version field, enter the version number for your app.
4. In the Default Locale field, select your language.
5. In the Company Name field, enter the name of organization associated with your app.
6. In the Company Website field, enter the website URL of organization associated with your app.
7. In the Company Support Email field, enter the e-mail address of your organization for customer support.
8. In the Company Info Email field, enter the e-mail address of your organization for company information.
9. In the Copyright Info field, enter the copyright information of the mobile app user's organization.
10. Click Next.
11. On the Authentication screen, in the Select Authentication Providers for Your Mobile App field, select the authentication providers for your custom mobile app.
    • For Salesforce Configuration, complete these fields:
      1. In the Server Instance URL (REST) field, enter the REST AgilePoint Service URL for your tenant.

         For more information, refer to Find your AgilePoint Server Instance REST URL.

      2. In the Consumer Key field, enter the Consumer Key.
      3. In the Consumer Secret field, enter the Consumer Secret.

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

    • For Microsoft Azure Active Directory/Microsoft 365 Configuration, complete these fields:
      1. In the Server Instance URL (REST) field, enter the REST AgilePoint Service URL for your tenant.

         For more information, refer to Find your AgilePoint Server Instance REST URL.

      2. In the Client ID field, enter the client ID of the app you created or added in Microsoft Azure Active Directory.
      3. In the Return URL field, enter the callback URL from the connected custom mobile app.
      4. In the Resource field, enter a unique universal resource identifier (URI) for your custom 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.

    • For Active Directory Configuration, complete these fields:
      1. In the Server Instance URL (REST) field, enter the REST AgilePoint Service URL for your tenant.

         For more information, refer to Find your AgilePoint Server Instance REST URL.

      2. In the Domain field, enter the name of your Active Directory domain.
    • For AgilePoint NX Configuration, complete this field:
      1. In the Server Instance URL (REST) field, enter the REST AgilePoint Service URL for your tenant.

         For more information, refer to Find your AgilePoint Server Instance REST URL.

12. Click Next.
13. On the App Filters screen, do one of these:
    • To show all of your AgilePoint NX apps in your custom mobile app, select Show all of my AgilePoint NX apps in the custom mobile app.
    • To show the specific AgilePoint NX apps in your custom mobile app, select Show only the AgilePoint NX apps selected below and do this procedure:
      1. On the NX App list, select the AgilePoint NX apps that you want to show in your custom mobile app.
14. Click Next.
15. On the Menu Options screen, select Yes for the features to include in your custom mobile app.

    Field Name	Definition
    Menu Options	Function: Shows the default name for a menu, and lets you specify a different name that shows in the Dashboard of your custom mobile app. Accepted Values: My Apps - Specifies a different name for the My Apps menu on the Dashboard of your custom mobile app. My Tasks - Specifies a different name for the My Tasks menu on the Dashboard of your custom mobile app. Team Tasks - Specifies a different name for the Team Tasks menu on the Dashboard of your custom mobile app. Processes I Started - Specifies a different name for the Processes I Started menu on the Dashboard of your custom mobile app. Processes I've Worked - Specifies a different name for the Process I've Worked menu on the Dashboard of your custom mobile app. Delegations - Specifies a different name for the Delegation menu on the Dashboard of your custom mobile app. Settings - Specifies a different name for the Settings menu on the Dashboard of your custom mobile app. Help - Specifies a different name for the Help menu on the Dashboard of your custom mobile app. About - Specifies a different name for the About menu on the Dashboard of your custom mobile app. Default Value: The value specified in Default App Settings > Menu Options tab.
    Enable	Function: Specifies whether to show the features in the Dashboard of your custom mobile app. Accepted Values: Yes - Shows the features in the Dashboard of your custom mobile app. No - Does not show the features in the Dashboard of your custom mobile app. Default Value: The value specified in Default App Settings > Menu Options tab.

16. Click Next.
17. On the Platform screen, select iPhone and iPad.
18. Complete these fields.

    Field Name	Definition
    Build Type	Function: Specifies the type of deployment for your custom mobile app. To Open this Field: Select Android or iPhone and iPad. Accepted Values: MDM Build - Lets you deploy your custom mobile app through MDM solution. In the current release, only Intune is supported for MDM deployment. For more information, refer to MDM Deployment Guide. Store Build - Lets you deploy your custom mobile app to a public app store. Device Specific Build - Lets you deploy your custom mobile app directly to a mobile device. Default Value: MDM Build
    Certificate	Function: Specifies your iOS certificate. To Open this Field: Select iPhone and iPad. Accepted Values: Use the Select File button to select your iOS Certificate.
    Password	Function: Specifies a password for your certificate. To Open this Field: Select iPhone and iPad. Accepted Values: A valid password for your certificate. Default Value: None
    Provisioning Profile	Function: Specifies your provisioning profile for the iOS operating system. To Open this Field: Select iPhone and iPad. Accepted Values: Use the Select File button to select your provisioning profile.

19. Click Next.
20. On the Styling screen, select a style for your custom mobile app.

    Field Name

    Definition

    Select Styling to be Applied

    Function: Specifies a style for your custom mobile app. Accepted Values: Blue - Specifies a blue color for your menu and button in the custom mobile app. Orange - Specifies a orange color for your menu and button in the custom mobile app. Green - Specifies a green color for your menu and button in the custom mobile app. Red - Specifies a red color for your menu and button in the custom mobile app. Custom - Lets you specify custom colors for the menu and button in the custom mobile app. Default Value: The style specified in Default App Settings > Styling tab.

21. Click Next.
22. To select your app icon image, click the Select File button.
23. To select your splash screen image, click the Select File button.
24. Click Next.
25. On the Build App screen, in the Enter a list of email addresses to get notification when the build is ready field, specify the e-mail addresses to receive a notification for your custom mobile app build.
26. To compile the custom mobile app, click Build.