Settings screen

Specifies the settings for your mobile app.

Figure: Settings screen

Settings screen

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

Video: Configure the Mobile Dashboard App

Prerequisites

How to Start

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

Fields

Field NameDefinition

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:
[Your AgilePoint NX Portal URL]/AgilePointServer
Default Value:
None

Authentication Type

Function:
Specifies the type of authentication to use for the AgilePoint mobile app.
Accepted Values:
  • AgilePoint ID
  • Active Directory
  • Amazon Cognito
  • Google Workspace
  • IdentityServer
  • MS Azure Active Directory
  • MS Azure Active Directory (China)
  • Okta
  • PingFederate
  • Salesforce
Default Value:
AgilePoint ID

Permissions Granted

Opens this Screen:
Permissions Granted screen
Function of this Screen:
Specifies the permissions for your Mobile Dashboard.

Offline Download

Function:
Specifies to download and synchronize offline mobile eForms based on your action.
Accepted Values:
  • Manual - Downloads and synchronize offline mobile eForms only when you specify.

Run app in Offline Mode

Function:
Specifies whether the mobile app runs in offline mode.
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.

Language

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

Application Default View

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.
  • Team Tasks - Shows a list of all the tasks for your team.
  • Outbox - Shows a list of eForms and tasks that have been submitted in offline mode.
Default Value:
My Apps

My Task Default 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

Team Task Default View

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

Clear Form's Cache

Function:
Deletes the form data from the cache in your web browser.

Enable Logs

Function:
Specifies whether to enable log files to store the debug information.
Accepted Values:
  • Selected - Stores the debug information in log files.
  • Deselected - Debug information is not saved.

Send Logs

Function:
Specifies your e-mail or social networking account to send all log files.