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Mobile Interface

The mobile interface provides access to Agiloft knowledgebases from smart devices such as iPhone, Android, or other tablets. It is designed to give users quick access to their data and contains a subset of the features included in the Power User Interface.  


Log into Agiloft from any smart device to access the mobile interface.

The Mobile interface menus are:

  • Home – the Home screen displays Favorites above the other menu items.
  • Last Opened Records
  • Recent Searches
  • My Assigned
  • Tables – on the Home screen, your three most recent tables are displayed.
  • Communications

The following features are supported in the mobile interface:

  • Saved favorites including tables, searches, and reports.
  • Access to tables and records.
  • Simple and ad-hoc searches from table views
  • Create, edit, and view records.

The following features are not available in the ADA/Mobile interfaces:

  • Edit HTML text fields – HTML/plain text fields can only be edited in plain text.
  • Sending email.

Mobile Interface Access and Setup

  • To configure the mobile interface on a per-user basis, select Home > Preferences > Mobile/ADA Interface.
  • To configure the mobile interface on a team-wide basis, navigate to Setup > Look and Feel > Mobile/ADA Interface

The mobile/ADA interface wizards contain the same options in each case, but the Home > Preferences interface does not contain the General tab or the Apply tab, since a user will only have one configuration. Any customizations in Home > Preferences > Mobile/ADA Interface will override the admin team settings. See the Apply tab below for more details.  

The wizard contains the following tabs:

General

In the General tab, add a Label, a Name, and a Description for the general preferences configuration.

Preferences

The following settings are controlled on the Preferences tab of the Mobile/ADA Interface screen:

  • Number of recent searches: Set the maximum number of searches to show in the Recent Searches screen.
  • Number of saved searches: Set the maximum number of saved searches to show in the Search screen.
  • Record text length: Set the maximum amount of text to show in Record without paging.
  • Maximum input box width: Set the maximum width for field inputs when editing records.
  • Show empty fields: Choose whether to display fields with no selected value while in record view mode.

In addition to the above, the following mobile interface settings are inherited from other preferences:

  • How many records are displayed in the Last Opened section; this setting is on the Left Pane tab.
  • Whether records open in a new window or the same window; this setting is on the Preferences tab.

To configure favorites…

The Favorites section defines tables, saved searches, and charts that are shown in the Home screen of the mobile interface.

  1. Navigate to Home > Preferences > ADA/Mobile Interface. A list of all available searches, tables, and reports is displayed.
  2. To add a new favorite, highlight an item then press the > icon to move it to the Favorites pane.
  3. Or, to remove a favorite, highlight it and press the < icon to move it back to the available list.
  4. You can set the order of your Favorite items by selecting one and using the Move Up and Move Down buttons.
  5. Press Finish to save your new preferences.

Apply

Select the teams to which the current wizard settings should be applied.

The option "Notify existing users about change to their default preferences" sets up a notification to any users who already have a customized wizard, which would be disrupted by the changes in the current layout, with an optional message. When the user logs back into their KB, their Home > Preferences menu will display a notice that their preferences have changed. When they access their preferences, the administrator's message will be displayed to them, and they can choose whether to accept or reject the admin's changes. 

Access the Mobile Interface

Mobile devices are automatically detected and users will be directed to the mobile interface by default.  You can also hard-code access to the mobile interface from desktop devices by adding the string &gui=lowres to the end of a standard login hyperlink. For example:

https://example.com/gui2/login.jsp?KeyID=0&State=Main&kb=YourKBName&user=guest&password=2&gui=lowres

If you wish to use the desktop interface on a mobile device, you can add the parameter &$notmobile=true to the login hyperlink as shown in the following example. This will log you into the desktop interface regardless of the device.

https://example.com/gui2/login.jsp?KeyID=0&State=Main&kb=YourKBName&user=guest&password=2&$notmobile=true

Add a Bookmark or Shortcut on Your Mobile Device

For fast access to your  Agiloft KB, create a bookmark or a shortcut on your mobile device. Smartphone shortcuts typically create an icon on the desktop so you can quickly launch a website.

Create an iOS Bookmark or Shortcut

Follow these steps for iOS devices such as Apple iPad or iPhone.

  1. Open Safari and navigate to your  Agiloft KB login page. For instance, https://www.example.com/gui2/login.jsp
    Agiloft login screen on Safari
  2. Click the Share button. In the Safari Control Center you can create a bookmark or a shortcut.
    Safari Control Center
  3. To add a bookmark... 
    1. Click Add Bookmark and specify a name such as  Agiloft login.
    2. The resulting bookmark can be accessed at a later point by selecting it from Safari's bookmark list.
      Safari bookmark list
  4. To add a shortcut directly to the Home Screen, click Add to Home Screen.
    1. Enter a description for the shortcut, then click Add. 
    2. The resulting shortcut can be accessed by selecting its icon from your Home screen.

Create an Android Bookmark or Shortcut

You will need an Android phone or tablet to follow these steps. Note that the specific interface might differ depending on your device. 

  1. Open the Chrome browser and navigate to your Agiloft KB login page.
  2. Click the More menu button. Here you can create a bookmark or a shortcut.
    More menu in Chrome
  3. To add a bookmark...
    1. Click the Star button or Bookmarks on the More menu and you will receive a confirmation at the bottom of your screen that it has been created.
    2. The resulting bookmark can be accessed by selecting the bookmark from Chrome's bookmark list.
      Chrom's bookmark list
  4. To add a shortcut...
    1. Click Add to Home screen to create a shortcut followed by naming it.
    2. The resulting shortcut can be accessed by selecting its icon from your Home screen.
      Shortcut on Android