Applications

The Application module is intended to store and display CLM presentations and custom scenarios.

You can add CLM presentations to the mobile layout and manage CLM presentations by the control buttons, gestures, or JS methods and links on the slides. For each CLM presentation, it is possible to set up statistical data to collect.

The profile must be granted access to Application, Slide, Custom Scenario, and Application Stats objects for the correct functioning.

Add Applications to the Menu

To add the Applications module to the app menu:

  1. Go to CT Mobile Control Panel: App Menu tab.

  2. Select the required profile in the Location picklist.

    General Settings will be applied to all the profiles without individual settings.

  3. Click the 62562609 button to open the Add menu item tool.

  4. Select the Applications item.

  5. Click Add to close the Add menu item tool.

  6. Click Save.

The setup is complete.

Working with Applications

The Main tab

On the Main tab:

  • select the appropriate Application list view and CLM presentation

  • tap the preview image to start the standard CLM presentation with all slides

  • tap the Plus button to add a mobile scenario and tap its name to launch it

  • add scenarios to favorites

  • switch to the Slides or Attachments tab.

The Main tab Win

The Mobile Scenario Editor

Mobile Scenario Editor is the functionality for creating and/or editing CLM presentation scenarios in the CT Mobile app in the same way as in Salesforce.

Depending on CLM presentation settings, it provides the possibility to change the order of slides, and remove or add slides to the presentation.

  • The user can select slides from different CLM presentations.

  • Upon editing completion, the set of slides is saved as Custom Scenario.

  • If a slide added to a custom scenario is excluded from the presentation (deactivated or deleted), such change will also apply to the respective custom scenarios.

  • The user can mark a scenario created in the editor as a favorite to display it on the home screen of the application and on the record details screen.

To create a scenario:

  1. Tap the Plus button to open the Mobile Scenario Editor.

  2. Drag-and-drop slide by slide to the scenario or tap/click the Add all button.

  3. Click Save and enter the custom scenario name.

The Mobile Scenario Editor Win

The scenario is created.

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