Adding processes for New Tasks to Roam
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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.
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Defining Icons for the tiles
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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.
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