Working With Mobile Forms

You can enable your application to be accessible through the Serena mobile app. The mobile app provides two views for each form, simple and advanced. By default, the simple view displays only required fields, while the advanced view displays all fields and controls (except widgets).

To enable mobile access:

1. Select the application in App Explorer.
2. In the Application Editor, select the Enable options for Serena mobile app check box.

To set the visibility of controls on mobile forms:

1. In the form, select the field, detail, container, or other control.
2. Click the Mobile tab in the control Property Editor.
3. Select an option to show or hide the control on all mobile forms (both simple and advanced). You can also choose to show the control only on advanced mobile forms.

To set the visibility of transitions on mobile state forms:

1. In the workflow, select the transition.
2. Click the Options tab in the transition Property Editor.
3. Select an option to show or hide the transition on all mobile state forms (both simple and advanced). You can also choose to show the transition only on advanced mobile state forms.

To create a form action with a mobile form condition:

1. Open the form.
2. Click the Actions tab in the form Property Editor.
3. Click New.
4. Click Add Condition and select "the current form is or is not a mobile form."
5. Complete the rest of the form action.

To preview mobile forms: