Mobile experience setup 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. Download the native app from the iTunes store or from the Google Play store.

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

Configure the application menu
Determine which applications and modules you want to appear in the mobile application navigator.
Customize the mobile home screen
Customize the appearance of the mobile app or on a mobile web browser by navigating to System Mobile UI > Home Screen. Use the home screen configuration options to customize the mobile experience for each user by role.
Create a mobile theme
Add a consistent look and feel to the mobile experience by creating a mobile theme.
Set up mobile lists
Mobile devices have less screen real estate so you may need to change the length of titles or the default fields that appear in a mobile list. Customize the mobile list view 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.
Configure Connect Chat for mobile
Configure the users or roles that can access Connect Chat on a mobile device.
Configure mobile UI properties
Disable the mobile or tablet experience.

Next steps

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