Mobile Device Record Create

Sometimes you need to perform jobs offline and then submit the result to TeamDesk when the Internet is available. To address this problem, we’ve created TeamDesk mobile client application.

In order to make it work, you should add mobile device workflow actions. There are two possible types of mobile actions: Mobile Device Create Record action and Mobile Device Update Record action.

Mobile Device Create Record action.

Say, you need to make a photo-report about the placed advertisement or need to register your expenses. Moreover, this data should be stored in your database. For doing this in simple way, you can adjust the Mobile Device Create Record action in a table, where the data should be kept. After that you have to set the TeamDesk mobile client application on your mobile phone.

Please notice that the Mobile Device Create Record action does NOT need a trigger. To create this action, make the steps described below:

Click the Setup link in the top right corner of the window.

Choose a table and click a corresponding tab at the top of the window.

From the menu in the main frame select Rules > Workflow Actions.

Click New in the Mobile Device Actions section.

And fill in the action form. Let’s consider the Expenses registration example:

Name

In the Name field enter a name of the action.

Notes

Notes field holds any comments you need to keep for this action.

Sent To

Select options defining who will be able to access the action in the TeamDesk mobile client application. You can specify one or many options described below.

Option

Description

All users with access

The action will be accessible for all users who can view or add records to the table, where the action is created.

Me

The action will be accessible only for you.

The User

The action will be accessible only for a specified user.

All members of the role

You can choose a role and the action will be accessible for the users whom this role is assigned.

User Input

In the User Input section, you can choose fields/columns that should be displayed to a user, when he/she creates a new record via the TeamDesk mobile client application.

If you need to edit the action, you can user the Edit button. To transfer the changes to the Mobile Devices you must click on the Refresh On Devices button.

In the TeamDesk mobile client application you can click on the menu icon and the Register Expenses action will be listed there:

Please note that the Mobile Device Create Record action becomes instantly available via mobile client application menu for selected users, users in specific role or all users with the table record access.

Moreover, when the application sends the record back, database will check validation rules and fire record change triggers if there are any in the table.

The Register Expenses scenario is described below:

Log new expense using mobile device:

Expense is registered in the database:

Feel free to order “Example: Mobile Device Create/Update Record Database” trial to test how it works.

Next: Mobile Device Update Record