Encompass Technologies

Required Permission - ClientEdit

In the Universal Search, search for Mobile Items.

Link the Mobile Item in Encompass Mobile by following the instructions <a href="Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpresourcesversionID=633&amp;HelpResourcesID=548&amp;ApplicationID=1016&amp;SolutionID=3" target="_blank" rel="nofollow noopener noreferrer">here</a>.

1. In the Universal Search, search for Mobile Items. 
2. Click 'Add Mobile Item' 
3. Set required fields 

4. Add Record 
5. Link the Mobile Item in Encompass Mobile by following the instructions <a href="Home?DashboardID=184447&amp;CurPage=SourcePage&amp;HelpresourcesversionID=633&amp;HelpResourcesID=548&amp;ApplicationID=1016&amp;SolutionID=3" target="_blank" rel="nofollow noopener noreferrer">here</a>.

For Comparison Reports, Fusion Reports, Dashboards, and other websites, copy and paste the URL from the browser

To pass the login session, paste the URL below into the URL field of the Mobile Item record. Then, paste the destination URL starting after the ".com". This prevents the Mobile user from having to log in to the server each time they tap on the mobile item. <a href="https://{{EncompassServerURL}}/Home?ForceDesktop=True&amp;Distributor={{EncompassID}}&amp;LogOnType=LogOnByMobile&amp;EncompassSessionID={{EncompassSessionID}}&amp;DestURL=https://{{EncompassServerURL}}" rel="nofollow noopener noreferrer" target="_blank">https://{{EncompassServerURL}}/Home?ForceDesktop=True&amp;Distributor={{EncompassID}}&amp;LogOnType=LogOnByMobile&amp;EncompassSessionID={{EncompassSessionID}}&amp;DestURL=https://{{EncompassServerURL}}</a>

Example URL: <a href="https://{{EncompassServerURL}}/Home?ForceDesktop=True&amp;Distributor={{EncompassID}}&amp;LogOnType=LogOnByMobile&amp;EncompassSessionID={{EncompassSessionID}}&amp;DestURL=https://{{EncompassServerURL}}/Home?DashboardID=100100&amp;TableName=Customers&amp;EncompassID=Training" rel="nofollow noopener noreferrer" target="_blank">https://{{EncompassServerURL}}/Home?ForceDesktop=True&amp;Distributor={{EncompassID}}&amp;LogOnType=LogOnByMobile&amp;EncompassSessionID={{EncompassSessionID}}&amp;DestURL=https://{{EncompassServerURL}}/Home?DashboardID=100100&amp;TableName=Customers&amp;EncompassID=Training</a>

- For Comparison Reports, Fusion Reports, Dashboards, and other websites, copy and paste the URL from the browser 
- To pass the login session, paste the URL below into the URL field of the Mobile Item record. Then, paste the destination URL starting after the ".com". This prevents the Mobile user from having to log in to the server each time they tap on the mobile item. <a href="https://{{EncompassServerURL}}/Home?ForceDesktop=True&amp;Distributor={{EncompassID}}&amp;LogOnType=LogOnByMobile&amp;EncompassSessionID={{EncompassSessionID}}&amp;DestURL=https://{{EncompassServerURL}}" rel="nofollow noopener noreferrer" target="_blank">https://{{EncompassServerURL}}/Home?ForceDesktop=True&amp;Distributor={{EncompassID}}&amp;LogOnType=LogOnByMobile&amp;EncompassSessionID={{EncompassSessionID}}&amp;DestURL=https://{{EncompassServerURL}}</a> 
- Example URL: <a href="https://{{EncompassServerURL}}/Home?ForceDesktop=True&amp;Distributor={{EncompassID}}&amp;LogOnType=LogOnByMobile&amp;EncompassSessionID={{EncompassSessionID}}&amp;DestURL=https://{{EncompassServerURL}}/Home?DashboardID=100100&amp;TableName=Customers&amp;EncompassID=Training" rel="nofollow noopener noreferrer" target="_blank">https://{{EncompassServerURL}}/Home?ForceDesktop=True&amp;Distributor={{EncompassID}}&amp;LogOnType=LogOnByMobile&amp;EncompassSessionID={{EncompassSessionID}}&amp;DestURL=https://{{EncompassServerURL}}/Home?DashboardID=100100&amp;TableName=Customers&amp;EncompassID=Training</a>

* = Required Field *Mobile Item - Represents the individual destinations or pages in Encompass Mobile. The text in this field is what will be displayed as the title of the button in Encompass Mobile. *Embedded Browser - For Mobile Items that are external links such as a dashboard or report on the Encompass server, toggling on this setting allows the user to stay in Encompass Mobile to view the link instead of being redirected out of Encompass Mobile, to their device's internet browser. Objective Mobile Item Type - This should only be used when the Mobile Item will be tied to a System Objective available in the list. Time Clock Activity - Creates a record on the Time Clock Events table each time a user accesses the Mobile Item Permission - Limits access to the Mobile Item for only Users with the selected permission. URL - The destination of the Mobile Item. Icon - The icon displayed for the Mobile Item. Tip: Use the Icons table to browse available Icons. Badge Type - For Mobile Items that have notification functionality. Example: Customer Notes. When a new Customer Note is added, a badge is displayed on the Mobile Item to indicate something new. Color - The color of the button when displayed in EM. Color is not displayed on all pages.

Distributor steps for creating a mobile item (custom button or page) for Encompass Mobile, including report or dashboard URLs that keep the user logged in. Needs ClientEdit permission; v22.01+.

Creating a Mobile Item

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Creating a Mobile Item

Minimum Version Required: 22.01

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