Setting up the Site or Switch Site feature on a mobile form

If you want users to be able to access data from more than one site through your custom mobile form, you can include one of these features:

  • If the IDO uses an _all table to display data from multiple sites, then use the Site field's multi-site dropdown to switch sites without requiring a new login.
  • If the IDO does not use an _all table, then use the Site feld and the Switch link, which logs users out of the current site and logs them into the other site, preserving the form's context.
Note:  If you have a set of forms where one is the "parent" and the others are "child" (detail) forms, just set up the site or switch site feature on the parent form. The child forms will inherit the site information from the parent.

The Site field and Switch link are visible in FormOnly mode, but not in the standard client.