Configuration of Mobile Forms

Note: Images presented are from an Android phone. The look will vary depending on the device used.

Setting up Logo and Color

A company logo can be defined to display in Roam.

The image file needs to be called "roam_logo.png" and stored in the SAI360 directory under ...\SAI360\custom\images\logos

The color used in Roam will use the same accent color as defined in the Global Settings for the Web Application.

Roam - Home

Note: The app icon cannot be changed.

roam_icon-normal

Defining a Form to be a "Mobile Form"

note_awesome

NOTE

The following instructions are only required for the "Main Forms".

It is not necessary to mark Subforms, which are contained in any of the Main Forms, as 'mobile'.

Before a Form can be used for Roam, on a mobile device, it needs to be defined as a "Mobile Form".

This is done using the Form Designer:

SAI360 Roam is locked to portrait mode on all devices. The layout is optimized for each mobile device's touch displays.

Unsupported Configuration Options for Mobile Forms in Roam

When designing and defining forms for Roam, you will need to be aware of the following limitations.

Field-Specific Component List Views

Field-Specific Component List Views are not supported (Field-Specific Component Filters are supported).

Dynamic Row Visibility

Dynamic row visibility based on component lookups (simple lookups ARE supported).
Dynamic row visibility based on drill-through fields (i.e. fields on related components).

Lookups

Form Fields

Placeholder text is not shown.
Field tooltip is not shown.
Free text fields (including hyperlinks) are not supported - Use form element 'Label' or 'Rich Link' field types instead fields where possible.
Text fields set a File/URL field (e.g. Supporting Documentation) are not supported. Opening existing records with this field populated will show the URL (not as a "hyperlink"). Any changes/updated to this field will be ignored by Roam.

Form Field Defaults

Defaulting date fields to constants that contain functions / date arithmetic (e.g. TODAY_ADD_14) is not supported.
Defaulting person relationships from Constants is not supported.

Questionnaires

Information hyperlinks for the Questionnaire Sections are not supported - they do work for individual questions.

Subforms

Having the same subform twice in a Roam form won't upload, you must make a duplicate subform - having a separate relationship is not enough.
Subforms are all shown the same way in Roam.

Validations

As-you-type validations are not supported in Roam, validation errors are triggered on upload/submit of a record.

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