Mobile Layouts: Applications

The Applications widget allows you to display a carousel with favorite CLM presentations and custom scenarios on the record details screen. The carousel becomes scrollable if it contains more than two screenshots.

To learn more about CLM presentation controls, refer to Gestures in CLM presentations and CLM presentation Controls.
The Applications widget is also available on the Home screen.

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.

Add Applications to the Mobile Layout

To add the Applications widget to the mobile layout:

  1. Go to Setup → Object Manager → select an object.

  2. Click Page Layouts and select the mobile layout.

  3. Drag and drop the Section element to the area below the existing tab on which you want to display the carousel.

  4. In the Section Properties window, enter APPS in the Section Name field, and select the 1-Column layout. Ensure that the Display Section Header On checkbox is enabled.

    Do not translate the APPS section name. It is responsible for displaying Applications on the mobile layout and should be left intact.

  5. Click OK.

  6. Drag and drop the Blank Space element below the APPS element.

  7. Click Save.

The Applications widget is configured.

  • All standard scenarios and favorite custom scenarios are displayed.

  • The statistics will be collected and automatically linked to the Activity record from which the CLM presentation was started.

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