Mobile Device Update Record

Assume, you need to report a problem, make a photo of it and assign this problem to a user via mobile phone directly to your web-database. Further, you want to know when this problem or task is fixed. For doing this in simple way, you can add a Record Change trigger with the Mobile Device Update Record action to a table, where the data should be kept. Then you have to set the TeamDesk mobile client application on your mobile device.

Please notice that the Mobile Device Update Record action needs a trigger. To make the adjustment, please follow these steps:

Create a record change trigger. For example, the Problem Assigned to User trigger:

Then add a New Mobile Device Record Update action to this trigger and fill in the action form. For instance, the Fix the Problem action can be added.

Name

In the Name field enter a name of the action.

Notes

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

Color

The Color option is intended to override default “table color” logic, allowing to set a different color for a mobile action.

Icon

This option allows to select icons for a mobile action. You have a choice of 900+ icons covering various subjects – actions, brands, file types, symbols, animals and a lot more. The Search box above will help you to narrow down the list of choices.

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.

The user listed in the column

You can choose a column comprising a user name. So the action will be accessible for this user.

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.

Please note that the Mobile Device Update Record action is associated with trigger or custom button to send form filling request to user’s mobile device.

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.

Also, the action can include assignments. Furthermore, we’ve added new functions to use in Mobile Device Create/Update action assignments section:

DeviceLatitude (),  DeviceLongitude() – GPS coordinates of mobile device when the user clicks “Send” button.
DeviceTimestamp() – Timestamp at the moment of using “Send” button.

In case it is needed to revoke action, use the Revoke From Device button accessible on the action form.

The Construction Task Tracking scenario is described below:

Problem registered in the database:

A responsible person is assigned to fix the problem:

Job arrives to mobile device of the assigned user:

The user reports a solution using mobile device.

Problem is solved and the solution is registered in the database:

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

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