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Additional configuration for mobile app

Suggest edit Updated on May 11, 2021

To use the 8.5.1 Pega Sales Automation mobile app improvements and enable the offline mode, perform the following steps:

Initial configuration for online mode

  1. Create a mobile app channel in App Studio. For more information, see Building the mobile app.
  2. On the Content tab, in the Navigation section, ensure that you leave the Override app navigation check box cleared. 
  3. Click List pages to review the available native list pages as well as the default configuration in the List item information section for each list page. Note: Pega Sales Automation mobile app supports organizations, opportunities, leads, contacts, accounts, tasks, recents, following, and activities mobile list pages. 
  1. In the Navigation section, click Add items to add pages to your application.
    1. To add Forecast, from the Pages list, select Forecast Mobile and then rename it to Forecast by using the gear icon next to it.
    2. To use icons for the Recents and Following pages, add icons manually. By default, these pages do not have icons.
    3. By default, Forecast and Notifications pages have the same icon. To have different icons, edit icons manually.
  2. Click Configuration > General and select a role from the Select role dropdown. Note: For example, select sales representatives to allow them to access your mobile app. For more information about adding roles, see Granting portal access to an access group
  3. Add the SAMobileUser skin to your out of the box, circumstanced mobile channel portal by performing the following steps:
    1. Switch to Dev Studio.
    2. In the Dev Studio header search for your circumstanced mobile channel portal.
    3. In User interface section, select Other Skin, and then add the SAMobileUser skin.
    4. Click Save
  4. Click Save, and then click Build app.

Optional: Enabling offline mode

To use your mobile app in offline mode, perform the following steps:

  1. In App Studio, click Channels and open your mobile app.
  2. Click Configuration > Offline.
  3. Select the Enable offline support check box.
  4. Click Add case type to add cases.
  5. Expand the Advanced section and in the Select offline resource field, select PegaSalesAutomation.

  6. If you want to add the task, activity, or lead case types, you must switch to Dev Studio and perform the following steps:

    1. In the Dev Studio header, click Your application > Channels and interfaces and open your mobile app.

    2. On the Content tab, in the Navigation section, select the gear icon next to the Task case type.

    3. Click Advanced and select D_MyTasks from the Select data page with case IDs field.

    4. Ensure that the Allow use of attachments check box is cleared to improve performance by skipping processing of attachments and signatures for this case.

    5. Click OK.

    6. Repeat steps b to e for activities and leads by selecting D_MyActivities or D_crmLeadsListMobile.

  7. Click Save, and then click Build app.

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