SBM Mobile 11.5 Release Notes

About this Release

Welcome to SBM Mobile. This document provides an overview of the latest changes in the SBM Mobile app.

This document pertains to both on-premise and on-demand versions.
On-premise customers – You must install and configure SBM 11.5 or higher.
Before you access SBM Mobile for the first time, you must open your process apps in SBM Composer and enable mobile support for your applications. For details, refer to Configuring SBM Mobile.
SBM Mobile is available in English only.

Overview

SBM Mobile provides access to SBM from supported mobile devices. SBM Mobile enables users to browse available applications, and then submit and monitor work items from their mobile devices.

Users can use SBM Mobile to:

Create and customize mobile dashboards for each application
Submit and view items using the simple or advanced form view
Transition items through a workflow
Search for items and reports
Run reports, including graphical and listing reports
View notifications
Input data from bar codes and QR codes
Work with items and forms while offline

Supported Platforms

The following operating systems are supported with SBM Mobile:

Android – 4.4.x, 5.0, and higher
iPhone – iOS 9.X, 10.X, 11.X, and 12.X for iPhone 5, 6, 6 plus, 6s, and 6s plus
iPhone – iOS 10.X, 11.X, and 12.X for iPhone 7 and 7 plus
iPhone – iOS 11.X and 12.X for iPhone X

Helpful Links

Documentation Center

SBM 11.5 Release Notes

Third-Party Tools

What's New

The following features and changes have been added in this release.

Support for Quick Links

Users can now create and access quick links in SBM Mobile. Quick links are supported in SBM Server 11.03 and later, and can open a specific item, report, Web page, Submit form (created in Work Center only), or view (created in Work Center only).

Once created, quick links can be accessed from the navigation menu as well as from App shortcuts (Android) and Home screen quick actions (iOS).

Note the following limitations in SBM Mobile:

Submit form values set for EditBox, ListBox, and ComboBox are not restored in quick links
Submit form values are not restored when accessing quick links in Web-based forms mode
Adding Submit forms to quick links from native mobile forms is not available
Adding responsive forms to quick links is not available (known SBM issue)

Submit and Update Auxiliary Items

Users can now submit and update auxiliary items in SBM Mobile.

To submit an auxiliary item, users must first create a quick link to a Submit form for an auxiliary table in Work Center or Application Administrator. Users can then access the quick link in SBM Mobile and submit an item into the auxiliary table.

Folder Support

Only quick link folders are supported in SBM Mobile.

Useful Tips

This section provides useful tips to help you maximize SBM Mobile for your users.

Configuring SBM Mobile

SBM Mobile is a portal for your users who want to work with items from their mobile devices. You can decide which applications are available to your users on their mobile devices.

To enable mobile support for an application:

Launch SBM Composer and open your process app.
Select the application in App Explorer.
In the Application Editor, select the Enable options for SBM mobile app check box.

This enables users to access the application from their mobile devices once the process app is deployed.

Once access is enabled, you can configure the following throughout your application:

Visibility for controls such as fields, details, containers, and other form controls.
Visibility for transitions on state forms.
Form actions that apply specifically to mobile forms.

In addition, you can select a device type and preview the mobile form in either simple or advanced view.

For complete details on enabling mobile access throughout your application, refer to "Working with Mobile Forms" in the SBM Composer Guide or help.

Configuring Network Access

On-Premise Only – SBM Mobile requires that users have network access to your SBM Application Engine Web Server that hosts SBM. For example, if users are connecting to a WiFi network outside of your corporate network and your SBM Application Engine Web Server is behind a corporate firewall, they must connect to your corporate network using a VPN from their mobile devices. If your users do not use your company's VPN regularly from their mobile devices, contact your IT department for assistance with connecting your users to the corporate network.

When a mobile user attempts to log in, SBM Mobile sends the authentication request back to the SBM server. This means SBM Mobile works with all SBM authentication types, with the exception of IIS applications that are configured with anonymous authentication for external access.

Additional Information

When you access a process app for the first time, a wizard helps you import widgets from your other Work Center dashboards to create a new default landing page (My Dashboard). Other widgets and reports can be added to the dashboard as well.
Tap the menu icon or swipe right from the launch page to access the navigation menu. From here, you can select an application, and then access reports, submit items, search for items, view notifications, and manage settings.
When you are viewing a dashboard, swipe right to return to the previous page in iOS. Click the back icon in Android.
On a submit form, click the icon next to + to toggle the Simple view on or off (for Android). In iOS, click the ... icon. Click + to add a photo, file, note, or send an e-mail from the item.
Note that SBM Mobile supports regular transitions only. Post, Subtask, Publish, and Copy transitions are not available.

Known Issues

For a complete list of known issues and potential workarounds, refer to the Knowledgebase.

Legal Notice

Trademarks

Serena, Dimensions, ChangeMan, Comparex, and StarTool are registered trademarks of Serena Software, Inc. The Serena logo, PVCS, TeamTrack, License Manager and Composer are trademarks of Serena Software, Inc. All other products or company names are used for identification purposes only, and may be trademarks of their respective owners.

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