Customize default mobile home pages

Administrators can create customized mobile home pages for their users.

Before you begin

Role required: admin

About this task

Administrators can customize mobile home pages by section and module. Depending on the level of customization required, administrators can limit user access by role to each component of the mobile home page. Mobile home pages apply to both the native mobile app and the mobile browser.
Use the following components to create a customized home page:
  • Home Page Collections
  • Home Pages
  • Home Page Section
  • Home Page Modules
Each component can be configured separately or using the following steps.

Procedure

  1. Navigate to System Mobile UI > Home Screen > Home Page Collections.
  2. Click New or open an existing Home Page Collection. For more information on completing the collection fields, see Home Page Collections.
    If you want to configure an entire homepage to be role specific with no default modules, you can create a new Home Page Collection. Otherwise, simply open an existing collection to configure the page.
  3. From the related list on the Home Page Collection form, click Edit... to add an existing Home Page or click New.
    For more information on completing the Home Page form, see Mobile Home Pages form.
  4. From the related list on the Home Page form, click Edit... to add an existing Home Page Section to the Home Page, or click New.
    For more information on completing the Home Page Section form, see Mobile Home Page Sections.
  5. To add modules to a homepage, from the related list on the Page Section form, click Edit... to add an existing module, or click New.
    For more information on completing the Home Page Modules form, see Mobile Home Page Modules.

Home Page Collections

Use the Home Page Collections as a starting point for your home page customization.

Administrators can configure Home Page Collections by role so only specific users can see a particular home page. For example, you can configure an ITIL user homepage to only have modules that are relevant to the ITIL user. However, if you have default apps that different roles use, you can also create a basic homepage, with the option of customize specific pages by roles.

Table 1. Home Page Collections fields
Field Description
Name Name of the collection. This field won't appear in the app or on the mobile web.
Priority The numbered priority of the collect. Set a higher priority than the default collection if you want the homepage collection to show up for specific roles. For example, if the default is set to 500, set the role specific collection to 200.
Hide Favorites Page Users can configure their own homepage by favoriting items in the system. The favorites page is accessible with a right swipe. Administrators can disable the favorites page by selecting this option.
Roles Use this option to configure home page collections for specific roles.

Mobile Home Pages form

Configure the look and feel of mobile home pages.

Administrators can configure more than one home page for their users. Each additional home page is accessible to users by swiping to the left from the main home page. The sort order, accessible from the Home Page Collections related lists, defines the Home page order. Administrators can also configure home pages by role.

Table 2. Mobile home page fields
Field Description
Title Title of the home page. The title appears on the home page.
Title position Determines the location of the title in the app or mobile web. Selecting Navigation Bar overrides the theme configuration and adds the title in place of the main header bar. Use Hidden to hide the title.
Subtitle Create an additional title to describe the page. Subtitle appears below the title or header image.
Header image Optional. Select an image to appear at the top of the mobile home page. A header image lets you visually communicate the purpose of the home page. Note the following guidelines:
  • Use a high-resolution image that looks good at different sizes and aspect ratios. The display size and aspect ratio of a header image vary by the device screen size. Since it is not possible to specify a fixed display size for a header image, use a high-quality image that works for different screen sizes.
  • Avoid text on a header image. Text can be cropped or appear blurry when the image is scaled for different screen sizes. Also, text is not localized because the header image is a static file. Use the home page title and subtitle properties to include any text on a home page.
  • Avoid using a company logo as a header image. Ideally a header image artistically represents the purpose of the home page. If a logo is needed, create a custom mobile theme (sys_ui_mobile_theme) with a title image that includes the company logo in the navigation bar of the home screen.
  • For domain separation, header images uploaded in the parent domain do not appear for users in the child domain. Either use a global domain or the child domain that the users are in.
Roles Configure a home page by role.

Mobile Home Page Sections

Administrators can configure Home Page Sections to determine how apps appear in a mobile home page.

Table 3. Mobile home page section fields
Field Description
Title Title of the home page section. This appears in the app or mobile home page above the list of modules.
Hide Title Hide the home page section title so it doesn't appear on the page.
Module Style How the modules appear in the section. Regular shows the modules as rectangles that stretch the length of the app or mobile web. Compact displays the modules as smaller "app-like" squares.
Roles Configure Home Page Sections by role.

Mobile Home Page Modules

Home Page Modules define what information appears on a mobile home page.

Modules must be enabled for mobile to appear on a mobile home page. Administrators can also configure Home Page Modules by role.

Table 4. Mobile Home Page Module fields
Field Description
Title Name of the module that appears in the app or mobile web.
Subtitle Optional module description that appears beneath the title.
Module Select a module from the list of available mobile modules
Roles Configure module access by role. Users without the specific role won't see the module.
Icon Select an icon from the list of available icons.
Image... Upload your own module image
Background color Select a background color for the module. Use color name or Hex color. For example, #81878e or light gray.
Content Style Select a style from available themes.