Mobile Device Update Record

Suppose you need to report a problem, take a photo of it, and assign this problem to a user responsible for fixing it. For example, you’ve created an initial record containing problem data in your online database, and afterward, a corresponding request is sent to the mobile phone of the assigned user. Later, you want to know when this problem or task is fixed, so the assigned user should update the record using a mobile device.

To achieve this in a straightforward manner, you can add a Record Change trigger with the Mobile Device Update Record action to a table where the data should be stored. Then, the assigned user needs to set up the TeamDesk mobile client application on their mobile device.

Please note that all mobile Update Record requests will be automatically deleted from mobile devices after 30 days from the creation date.

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

  1. Create a record change trigger. For example, the "Problem Assigned to User" trigger:
    Records Changed Trigger

  2. Then, add a new Mobile Device Record Update action to this trigger and fill in the action form. For instance, you can add the "Fix the Problem" action:
    Fix the Problem Action Example

Enter a name for the action.
Add any comments you need for this action.
This option is intended to override the default “table color” logic, allowing you to set a different color for a mobile action.
This option allows you to choose an icon for the mobile action from a selection of over 900 icons covering various subjects, such as actions, brands, file types, symbols, animals, and more. The Search box above will help you narrow down the list of choices.
Sent To
Select options defining who can access the action in the TeamDesk mobile client application. You can specify one or many options described below:
User Input
In this section, you can choose fields or columns that should be displayed to a user when creating a new record via the TeamDesk mobile client application.

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

Moreover, when the application sends the record back, the system checks validation rules and triggers record change triggers if any are defined for the table.

Additionally, the action can include assignments.

Mobile Actions

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

The 'Revoke from Devices' button

If there’s a need to revoke the action from all devices, use the Revoke From Device button accessible on the action form.

Revoke From Device

Example: Construction Task Tracking

Problem registered in the database:

Database Record

We recommend adjusting the Form Behavior to make the "Problem Photo" and "Problem Description" fields Read-Only if they are not blank.

A responsible person is assigned to fix the problem:

Assigned To

The task arrives on the mobile device of the assigned user:

Task On Mobile Device

In case the task is reassigned to a new user and such a new user is selected in the Assigned To field of the database record, the trigger sends the mobile update request to this new user. Afterward, the system automatically revokes the update request for the previous user.

Task Reassigned

As a result, the newly assigned user can report a solution using a mobile device.

Graphical user interface, application Description automatically generated

When the user sends the solution, the system updates the record in the database:

Updating The Record

Feel free to request a trial for the Example: Mobile Device Create/Update Record Database to test how it works.

Revoking a Mobile Update Record Request With "Closed" Status

Sometimes a user can update a record directly in a database. In this case, you may need to revoke the update record action that has already been sent to a user’s mobile device.

To make this adjustment, you can create a Status text column with choices and the Formula-User column.

For instance, the Status column keeps two choices: Open and Closed.

Status Column Settings

When the "Closed" option is chosen and the record is saved, the system should revoke the update record request from a mobile device of the assigned user.

Record With Status "Closed"

To clean the update record request, you need to add the Formula-User column keeping the following formula:


After that, you can create, for example, a record change trigger.

Record Change Trigger

Then add to the trigger the mobile device update record action you need to revoke and choose the Formula-User column in the settings of this action.

Changing Action Settings

As a result, all update record requests with the "Closed" status will be revoked automatically.

Request Revoked