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    Home New York IT Service Management Configure a smart button function

    Configure a smart button function

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    Configure a smart button function

    Smart buttons are actions that allow you to perform another action, such as sending an email, making a phone call, pulling up a location, or navigating directly to a URL.

    Before you begin

    Role required: admin

    Procedure

    1. In Studio, navigate to Mobile Studio > Functions > Smart Buttons.
    2. Click the pop out icon (Pop out icon in mobile studio) to open the Smart buttons list in a tab.
    3. Click Create a new smart button.
    4. In the Properties section, in the name field, type a name for the smart button.
      Because you can reuse smart buttons, use a name that you can easily identify.
    5. In the Type field, select a type for the smart button. You can choose from any of the following options.
      TypeDescription
      Address Opens the GPS location mobile menu. Users can select which map app to use to open the address.
      Email Creates an email with the email address automatically populated in the To: line. If you select this option, the additional fields appear:
      • Email subject: Automatically populates the subject line with any text you enter here.
      • Email content: Automatically populates the content of the email with any text entered here.
      Phone Opens a list of phone number options, such as text message, call, or save phone number. If you select this option, these additional fields appear.
      • Phone type: Whether the phone number is a cell phone or a landline. If Landline is selected, the SMS field disappears.
      • SMS: Automatically populates a text message with any text entered here.
      URL Allows a field with a web address to open in a web browser. For example, add a URL to open the company's website.
    6. In the Table field, select the table you want to add a smart button to.
    7. In the Field field, select the field you want to add a smart button to. Make sure the field you choose is appropriate for the type of smart button you are creating. For example, if you are creating a smart button with the type Phone, select a field that includes a phone number.
    8. Use the Available Offline toggle switch to determine whether or not the smart button function is available offline.
      The applet and the application containing the smart button function must also be marked as available offline for the smart button function to work offline. For more information on Offline Mode, see Mobile offline mode for Agent.
    9. (Optional) Under Advanced Configuration, in the Display Conditions section, create conditions to limit when the smart button appears. For example, if you are creating a Phone type of smart button, you could create a condition to make sure the phone number field is not empty.
    10. (Optional) In the Role Permissions section, use the slushbucket to add roles to limit who the smart button can appear for.

    What to do next

    After you create a smart button function, you need to associate it with a specific location in the mobile app. You can add a smart button function to a top menu, a swipe action, or to a specific field. For more information on associating the smart button function to a location, see Associate a function with a location in the app.

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    Release version
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      Configure a smart button function

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Configure a smart button function

      Smart buttons are actions that allow you to perform another action, such as sending an email, making a phone call, pulling up a location, or navigating directly to a URL.

      Before you begin

      Role required: admin

      Procedure

      1. In Studio, navigate to Mobile Studio > Functions > Smart Buttons.
      2. Click the pop out icon (Pop out icon in mobile studio) to open the Smart buttons list in a tab.
      3. Click Create a new smart button.
      4. In the Properties section, in the name field, type a name for the smart button.
        Because you can reuse smart buttons, use a name that you can easily identify.
      5. In the Type field, select a type for the smart button. You can choose from any of the following options.
        TypeDescription
        Address Opens the GPS location mobile menu. Users can select which map app to use to open the address.
        Email Creates an email with the email address automatically populated in the To: line. If you select this option, the additional fields appear:
        • Email subject: Automatically populates the subject line with any text you enter here.
        • Email content: Automatically populates the content of the email with any text entered here.
        Phone Opens a list of phone number options, such as text message, call, or save phone number. If you select this option, these additional fields appear.
        • Phone type: Whether the phone number is a cell phone or a landline. If Landline is selected, the SMS field disappears.
        • SMS: Automatically populates a text message with any text entered here.
        URL Allows a field with a web address to open in a web browser. For example, add a URL to open the company's website.
      6. In the Table field, select the table you want to add a smart button to.
      7. In the Field field, select the field you want to add a smart button to. Make sure the field you choose is appropriate for the type of smart button you are creating. For example, if you are creating a smart button with the type Phone, select a field that includes a phone number.
      8. Use the Available Offline toggle switch to determine whether or not the smart button function is available offline.
        The applet and the application containing the smart button function must also be marked as available offline for the smart button function to work offline. For more information on Offline Mode, see Mobile offline mode for Agent.
      9. (Optional) Under Advanced Configuration, in the Display Conditions section, create conditions to limit when the smart button appears. For example, if you are creating a Phone type of smart button, you could create a condition to make sure the phone number field is not empty.
      10. (Optional) In the Role Permissions section, use the slushbucket to add roles to limit who the smart button can appear for.

      What to do next

      After you create a smart button function, you need to associate it with a specific location in the mobile app. You can add a smart button function to a top menu, a swipe action, or to a specific field. For more information on associating the smart button function to a location, see Associate a function with a location in the app.

      Tags:

      Feedback

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