Adding a new form and data

Open the Mobile Extensions form.

Select Actions > New.

Specify this information:

Data Source: Select the IDO that you want to add to the app. The IDO must be part of the Disconnected Mobile license or customer-created.
List Caption: Specify a string value to use on the menu and list-view forms. This can be a hard-coded value or string.
Detail Caption: Specify a string value to use on the detail forms, showing a single record. This can be a hard-coded value or string.

Specify this information on the Form Properties tab:

Allow

Use these fields to select what is allowed for the new data. These fields are disabled for system records. Corresponding toolbar buttons will be added for the selected fields.

Allow Add: Allows users to create records.
Allow Delete: Allows users to delete records.
Allow Documents: Allows documents to be downloaded for the record.
Allow Notes: Allows notes to be downloaded and created.
Allow Camera: Allows photos from the camera or photo gallery to be attached to the record.

Days History Filter Property

Select how the downloaded data will be limited by the Days of History mobile field. This can be any Date-type field and it will be filtered by the mobile setting.

For example, if the Days of History mobile field is set to 30, and the Days History Filter Property field is set to RecordDate, the synchronization includes any record that has been modified in the last 30 days.

Show On Menu

Select this check box if you want the data to be displayed on the menu in the app.

Picture

Optionally, add a picture to display on the menu. This field is only enabled when Show On Menu is selected.

On the Fields tab, some fields have default values from the IDO, after selecting the property. For the remaining fields, specify this information:

Property Name

Select the property name of the fields that you want to add.

Style

Select how you want the fields to render in the app. Header fields are displayed as bold and blue. Body fields are displayed as normal text, like standard fields.

Read Only

Select this check box if you want the fields to be read-only. If you are adding an IDO property that is read-only or derived, this field is disabled.

Device Interaction

If applicable, determine how the fields interact with the device's phone, email, and map features. Select one of these options:

Blank: The field does not interact with other features on the device.
Phone: This option displays a phone icon next to the field on the app and enables the mobile device to call the specified phone number.
Email: This option displays an email icon next to the field on the app and enables the mobile device to send an email to the specified email address.
Map: This option displays a map pin icon next to the field on the app and enables the mobile device to show the specified address on a map. We recommend that the map option is used with derived address fields that combine all address fields into a single value.

Show On List

Select this check box to show the fields on the Custom List form in the app. Clear the check box to show the fields only on the Detail List form in the app.

Inline List

Specify a definition for an inline list, which will serve as the list source for the fields.

This field is disabled for Boolean, image, and date type fields. The default value comes from the IDO property. Double-clicking in the field opens the Edit Inline List form. Advanced search will show the other display fields up to five.

Specify this information on the User Permissions tab:

User Name: Typically, you will select your user name. Optionally, select other users for whom you want to give permission for the fields associated with the data source . A description is displayed, if applicable.
Group: Optionally, select a group if you want to make the data source and fields available to users in a certain group. The group description is displayed.

Save the record.