You and other users can get valuable insights using dashboards specific to roles. Mobile users can access the same dashboard as desktop users or an admin can assign a different dashboard for mobile users.
Admins can create role-based dashboards for mobile users by assigning specific workflows to the role. When users open the app, the default dashboard assigned to the role opens.
Mobile dashboards vs desktop dashboards - what's the difference?
The key difference is the layout of the information. Mobile dashboards provide the same information as a desktop dashboard but in widget format. In the mobile dashboard, widgets are stacked in one column for easy viewing. The layout is one vertical column with widgets stacked in order from top-left down.
Need specific functionality for mobile users?
Assign a different dashboard for mobile users and another for desktop users. This is a good idea if mobile users use a subset of features in the field. For example, if mobile users need to create or update service orders in the field you can include those features on the mobile dashboard.
Opening tabs on a mobile dashboard
To open a tab, swipe across the tab bar or open tabs from a drop-down menu.
Open a tab by swiping
- On the dashboard, swipe left or right on the tab bar to scroll through tabs.
- Tap a tab to activate the report.
Open a tab from the drop-down menu
- Tap the tab bar’s drop-down menu to view all tabs.
You’ll see a list of tabs. - Tap a tab to activate the report.
Filter records
To narrow down your search for records, you can select up to four filters on the mobile dashboard.
- Tap
.
- Tap a filter to view its options.
- Select the filters and tap OK > Apply.
View applied filters
Tap .
The filters you've applied appear.
Clear filters
Tap > Clear All
Returning to an app’s home page
Tap the App Home button () to return to an app’s home page or dashboard.