5. Configuring CT Mobile to Work with CT Vision IR

To use CT Vision IR as a module within the CT Mobile app, set up the integration on the CT Mobile Control Panel/CT Mobile Control Panel 2.0 tab.

System Label

Not in use in case of the integration with the CG Cloud solution.

For more information, go to the System Label article.

JSON Web Token

Photos taken in CT Mobile using the CT Vision IR module are sent to the server. To connect to the server, the CT Mobile app sends that pair of the Salesforce Org Id in the 18-digit format and the valid cloud token to the server, and the server generates a JSON Web token.

  • The JSON Web token is used each time the CT Mobile app connects to the server. If the JSON Web token is not received or is invalid, photos will not be sent to the server.

  • The generated JSON Web Token lifetime is 1 year.

Specify CT Vision Objects to Use in the CT Mobile App

Specify the following to enable CT Vision IR logic within the CT Mobile app:

  • In CT Mobile Control Panel

  • In CT Mobile Control Panel 2.0

  1. Go to CT Mobile Control Panel: General tab.

  2. Under the Object Mappings section, specify the API name of the Product object used by CT Vision IR in the Product Object API Name field.

  3. Click Save.

  4. Go to CT Mobile Control Panel: Offline Objects tab.

  5. Add the objects used by the CT Vision IR module to the Selected field.

  6. Click Save.

  1. Go to CT Mobile Control Panel 2.0: App Menu.

  2. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings.

  3. Go to CT Mobile Control Panel 2.0: Offline Objects tab.

  4. Add the product objects used by the CT Vision IR module and objects used as Vision objects to the Selected field.

  5. Click Save.

The setup is complete.

Add CT Vision to CT Mobile app

To add the CT Vision IR module to the application menu:

  • In CT Mobile Control Panel

  • In CT Mobile Control Panel 2.0

  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 62562571 button to open the Add menu item tool.

  4. Click Add custom and enter ctvision in the appeared field.

  5. Click Add.

  6. Click Save.

  1. Go to CT Mobile Control Panel 2.0: App Menu tab.

  2. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings.

  3. Click Show Module Menu.

  4. On the All or Integrations tab, select the Vision item.

  5. Click Save.

The CT Vision IR module is added to the CT Mobile app.

Add Pictures Gallery to the Mobile Layout

Pictures allows users to view the photos they have taken on an object record details screen.

For example, to add the Pictures tab to the mobile layout of the Account object:

  1. Go to Setup → Object Manager → select the Account object.

  2. Go to Page Layouts → click the required page layout.

  3. Drag and drop the Section element to the Account Detail area. The Section Properties window opens.

    1. Type in PICTURES in the Section Name field, and select the 1-Column layout.

    2. Click OK.

  4. Drag and drop the Blank Space element below the Pictures element.

  5. Click Save.

The setup is complete.

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