Creating a Self Service Mobile Role
If you use a version prior to 2016.1, you must create the Self Service Mobile role using the following steps. In versions beginning with 2016.1, the Self Service Mobile role is available but must be assigned to users.
Creating the Self Service Mobile Role
The Self Service Mobile role can access the Self Service Mobile user interface.
Select the Self Service Mobile checkbox only if the role is limited to mobile tasks. This restricts access to other features..
To create Self Service Mobile role:
1.From the Configuration console, click Configure > Users and Permissions > Roles and Permissions.
2. In the Role Name column, select the Self Service role and click Clone in the Action column.
3.In the Clone Role dialog box, enter SelfServiceMobile (with no spaces).
Verify the spelling. After you save the name, you cannot change it.
4.Select the newly created SelfServiceMobile role to open the Role Details page.
5.Select New Self Service UI. This provides access to the Self Service Mobile user interface.
Enabling the Self Service UI check box overrides any settings configured in the top level tabs for that role. Use Self Service Mobile UI customizations to configure mobile options. Refer to Configuring the Self Service Mobile Portal for more information.
6.Click Save.
You can add this new role to any group, or assign it to any users who need to access the Self Service Mobile user interface.
Ensure that the Self Service Role is checked under the Branding Options, as this setting designates the role as a Self Service role. For more information refer to Setting up Roles.
After you create the role, edit the WebSelfService.New and WebSelfService.Edit Incident forms to ensure that they allow the appropriate views.
Editing the Incident.WebSelfService.New Form
1.From the Configuration console, click Configure > Build > Business Objects to open the Business Objects workspace.
2.Open the Incident business object.
3.Click Forms from the toolbar, then click Incident (Incident.WebSelfService.New) to open the form.
4.Click the Summary field to select it.
5.From the Control Properties tab, set the Width parameter to 21.
6.Click the Description field to select it.
7.From the Control Properties tab, set the Width parameter to 21.
8.Click Save.
Editing the Incident.WebSelfService.Edit Form
1.In the Configuration console, click Configure > Build > Business Objects.
2.Open the Incident business object.
3.Click Forms from the toolbar, then click Incident (Incident.WebSelfService.Edit) to open the form.
4.Click the Activity History field and then click Delete to delete the field from the form.
5.From the left pane, click Other, and then drag Related Object List on to the form.
6.Ensure that the Related Object control is in its own row, and drag it to move it if needed.
7.Select or set the following properties for the related object list from the Control Properties tab:
| Name | Value |
|---|---|
| Height | 2 em |
| Label Pos | On the top |
|
Style |
Default |
| Tab Index | 1 |
| Width | 35 em |
8.Click Flex Settings to open the Related Objects List dialog box and modify the following settings:
| Name | Setting |
|---|---|
| Operations | Check Multi-Select. (Uncheck all other options.) |
| Show Items as | Select Shrink to fit from the drop-down list. |
|
Types |
Select Journal#Notes |
| Type Configuration: [Journal#Notes] | |
| Show as |
Select Custom. Then enter the following code: <div> <p>
</p> </div> |
| Item Click | Select Open Form. |
| View Form | Select Journal Notes (Journal Notes). |
9.Click Save from the dialog box.
10.Click Save again to confirm changes.