To set up new conditional icons used for modules within the Swift MEAP™ iEnterprise Mobile™ client:
- Select Map Settings in the Navigation Menu on the left of the page.
- Click on Module Settings.
- Click on the icon marked Icon Configuration next to the module you wish to create a conditional icon for. A list of existing icons will appear.
- Click 'Add Conditional Icons'.
- Choose the field you wish to use for the argument using the Field Name drop down selection box.
- Select the operation argument from the Rule Operation drop down selection box. Choose from either:
- Equals: Display this icon when record's field matches the value entered in the Value field.
- Not Equal: Display this icon when record's field does not match the value entered in the Value field.
- Less than: Display this icon when record's field contains a value less than the value entered in the Value field
- Greater than: Display this icon when record's field contains a value greater than the value entered in the Value field.
- If the field you have chosen is a Keyword field, a list of possible values will be available as a drop down selection box in the Value column. If the field contains a numeric or text value, you will need to type a value in the Value column.
- Click on the Add button to add the argument. The query defined will be converted to sql code, the syntax of the argument will be displayed in the Rule box.
- Click Choose File. Select the icon file you wish to upload.
- Click Save to make the changes.
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An example of a use for conditional icons might be when the Leads module contains a field labeled "Rating", which contains a keyword to identify whether a lead is Hot, Warm or Cold. Three separate rules can be created to define when different icons should be displayed. The three rules would state:
- If Rating = Hot, display a red list icon
- If Rating = Warm, display a yellow list icon
- If Rating = Cold, display a blue list icon
This allows users to quickly identify whether leads are hot, warm or cold without needing to open the record on a device to view the Rating field.
On the device, the conditional list icons are displayed to the left of each record in the List View.
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Separate icons are not provided by iEnterprises. |