Displaying activity products in Dialog design (mobile)

Ensure to enable Link M3 product records to activity via mobile app in M3 Mobility Core Tenant Toolbox before you proceed.

See M3 Mobility Core Tenant Toolbox Administration Guide for more information or contact your system administrator.

  1. Select System configuration > Dialog design.
  2. In the Dialog tab, select Activity phone form factor. If version 0, copy the dialog and add roles.
  3. Proceed to the Dialog layout tab.
  4. Under the Groups section, click New.
  5. Select a newly-created group and rename the group to Opportunity Products.
  6. Inside the group, click the ellipsis button at the top right.
  7. Select Fill container option.
  8. Specify 0 in Number of columns.
  9. Clear the header text.
  10. Click Misc. controls.
  11. Select Filter list.
  12. Click the right icon.
  13. In FilterListControl section, click the ellipsis button.
  14. Select Activity - Product as the filter group.
  15. Select Dialog tab.
  16. Click Yes to save the changes.