Setting up "New Tasks" - and the use of Icons

In Roam, New Tasks are represented as tiles:

Roam - New Tasks

New Tasks

For the task of ...

I need to ...

Adding processes for New Tasks to Roam

To define modules for which users can create new records in Roam, follow these steps:

  • In the Form Designer, define a Form to be a mobile Form
  • Run a publish, and restart Tomcat
  • On the Roam device, refresh forms

When no icon has been defined, then the system will display a "+" icon instead, along with the name of the underlying component.

NOTE:
Users will only see those Processes on Roam for which they have CREATE access.

Defining Icons for the tiles

To use icons for the tiles, the following is required:

  • Place the icon file into the following folder:
    ...\SAI360\custom\icons
  • Supported file types are jpg, gif and png.
  • The name of the image file must be identical to name of the Component. Spaces need to be replaced by a _
    e.g. action.png, or incident.png or risk_register.png

NOTE:
please be aware that dashboard links also make use of these image files.

See Also

Configuration of Mobile Forms

Component Filters in Roam

Lookup Filters in Roam

Setting up "My Tasks" in Roam

Setting up Searching of Records in Roam

Setting up the Creation or Opening of Records with QR Code

Find closest Location in Roam