Configure a mobile alert overlay for a record screen to inform users of an important message and to redirect them to a specific screen. Only one mobile alert is available per instance.

Before you begin

When configuring an alert for a record screen, you must have a record screen to display the alert. See, Record screen.

Role required: admin

Procedure

  1. Configure a navigation function button for use within a mobile alert.
    1. In the web-based UI, enter sys_sg_button.list in the filter navigator.
    2. Select the button to use with the mobile alert.
    3. On the Function, make sure to fill the following fields:
      1. Name: Title for the button
      2. Type: Select the Navigation option.
      3. Context: Select the Record option.
      4. Destination type: Select the Screen option.
    4. Select the Condition tab and define the conditions that apply for the display and the hiding of the mobile alert. For more information, see Configure a navigation to a screen.
    5. Select the Action Completion tab.
    6. In the Destination screen field, select the reference lookup icon (Reference lookup icon) and select a screen where the instance redirects the user to.
    7. Select Submit.
  2. Configure the mobile alert content displayed to the user.
    1. Enter sys_sg_alert.list in the filter navigator.
    2. On the Mobile Alerts form, click New.
    3. On the form, fill in the fields.
      Table 1. Mobile Alert form
      Field Description
      Name Name of the alert.
      Title Title of the alert message displayed to the user.
      Message Body of the message displayed to the user.
    4. Select the Dismiss Button tab and enter a text that displays to the user in the Dismiss button label field. Examples are "Close" and "Dismiss".

      These texts are translated field types associated with the Translated Name / Fields [sys_translated] table, see Translated Name / Field table.

    5. Select the Primary Button tab.
      1. Enter a text in the Primary button label field that redirects the user to a screen. Examples are "View" and "Display".

        These texts are translated field types associated with the Translated Name / Fields [sys_translated] table, see Translated Name / Field table.

      2. In the Primary button field, select the reference lookup icon and select the navigation function button you defined earlier.
    6. Select Submit.
  3. Enable the mobile alert in a record screen by adding a reference to the mobile alert.
    1. Enter sys_sg_form_screen.list in the filter navigator.
    2. Select a record screen that displays the mobile alert.
    3. In the Alert field of the Record screen form, select the reference lookup icon and select the record screen where the alert displays.
    4. Select Submit.

Result

The mobile alert overlay displays over a list screen. The alert contains a message, the navigation function button, and the option to close the alert. There is also an alert icon (Alert icon with a red spot to show call to action is required.) in the screen header. The user can tap on the icon at any time, to review the mobile alert. The red spot indicates to the user that they have not performed the call to action.


Mobile alert overlay