Mobile experience set up for admins

As an administrator, configure the mobile experience for your users to access an instance on a tablet or smartphone.

Requirements

Configuration for the mobile experience takes place in a regular desktop instance. Most of the configuration options are available for both the native mobile app and the mobile web experience. Use the native app or the mobile web to test your configuration.

Role required

admin

Before you begin

Take the following into consideration before configuring the mobile experience:
  • What applications and modules do you want to be accessible from a mobile device?
  • How do you want mobile lists to appear on a mobile device?
  • Which users or roles should have access to Connect Chat?

What to do

Activate the mobile interface
If you are using the native mobile app, download the app from the iTunes store or from the Google Play store. Make sure you are on an instance using Geneva patch 6 or higher to use the Android app.
If you are accessing an instance on a mobile device or tablet from the web, activate the mobile web interface.
Configure the application menu
Determine which applications and modules you want to appear in the mobile application navigator.
Set up mobile lists
Use the table titles configuration option to determine the length of a title in a mobile list, as well as the default fields that appear in a table.
Customize sortable columns in a mobile list.
Configure available search fields.
Define homepage favorites
Set up the default homepage favorites for your users.
Configure Connect Chat for mobile
Determine which users or roles need access to Connect Chat on a mobile device.
Configure mobile UI properties
Disable the mobile or tablet browser UI.
Define devices that use the smartphone interface.
Configure additional theming options.
Configure the tablet UI
Use tablet UI properties to allow access to the table UI, determine which devices have access to the tablet UI, and perform some basic custom theming.
Configure UI actions to determine the functionality allowed on a tablet.
Configure tablets to run the smartphone interface in place of the tablet interface.

Next steps

Most configuration items for the mobile UI are optional. Click any of the topics below for additional configuration.