Customizing Mobile Forms

Typically, you will use the Mobile Home Page Configuration form to customize a list of mobile forms for each user.

Additional customization of mobile forms can be done in Design mode. For example, you can change the mobile toolbars and set options for displaying charts. For more information, see the online help.

System administrators can give other users permission to access the Mobile Home Page Configuration form. Non-system administrator users who access that form will, by default, see no entries. If a system administrator created a customized set of options with the user's name, the user can see those options and change the sequence or description of the options. The user can also add an option to link to a custom mobile form.

Note:  Only administrators can delete menu items and add or remove icons.

When creating new records, consider the relationship between the User and Mobile Home Page fields:

Mobile Home Page field User field Result
Blank Populated Only the specified user will be able to access this mobile form.
Populated Blank All users will see this form when they log into the specified home page.
Populated Populated Only the specified user will be able to access this mobile form, and the mobile home page entry is ignored.
Blank Blank No users will be able to access this form. Avoid this combination.