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Viewing records
When viewing a list of records, tap on a record
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to view its details:
- On an iPhone, the screen will refresh to display the record. When viewing the record, a < arrow navigates back to the list of records.
- On the iPad, details will be displayed on the right side of the screen.
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- There is no need to refresh the screen as space allows the display of both the list and detailed information.
Key
- Edit / Delete icons – these are displayed IF the current record can be edited / removed / deleted.
- Basic record details – depending on how fields are grouped in the server, some record details will be displayed at the top of the screen.
- Details toggle – this displays / hides information that cannot be displayed in the basic record details screen. The display will extend to display additional information.
- Related list – this shows related objects, tapping on the bar will display a list of related records. The number of related records (on the current device) is displayed in brackets.
- Plus icon – wherever a plus icon is displayed, tapping on it will create a new record. In the related list, tapping + on Activity will create an Activity record (related to current record). You can see Creating / editing records for more information.
Interacting with records
Depending on the type of data being displayed, links are available in the application and are highlighted in blue. Selecting a link will perform the following actions:
- Phone numbers – iMessage, Facetime, Call (iPhone only), SMS (iPhone only)
- Email addresses – Mail, iMessage, Facetime. Only the native device email clients are supported.
- Website addresses – Launch website browser (preview) in current application
- Address information – Launch Apple Maps and search for the address
A dialog box will be displayed asking you which operation you wish to perform where more than one choice is available.
Note: The ability to interact with other applications depends on your configuration settings. If you cannot interact with a field, please contact your iEnterprise Mobile™ Server Administrator.
When launching a website, we do not launch a full browser. The facility is designed to offer a preview of a webpage, as a result, the preview may not be fully operational. The screen will refresh in the iPhone to display the page with a 'Back' link. On an iPad, the preview is displayed in the right side of the application, so record lists are still available:
