Handling mobile alerts

Mobile alerts are an overlay pop-up window that displays over a record screen. The mobile alert displays an important message and a button to redirect you to an alternative screen.

시작하기 전에

Role required: admin

이 태스크 정보

Mobile alerts are a way that administrators can highlight an important message and provide a call to action. In addition to the overlay pop-up window, a mobile alert icon also displays in the screen header. This icon gives you access to the alert even after closing the overlay pop-up window.

For information about configuring mobile alerts for a record screen, see Configure a mobile alert for a record screen. You must be a member of the admin role to perform this configuration.

프로시저

1. Select either the action button or the dismiss button, after reading the mobile alert message.
   • Tap the dismiss button, named "Close" in the image, to close the overlay banner.

     You can view the alert again when you revisit the record screen that initially activated the overlay banner.

   • Tap the action button, named "View" in the image, for the instance to redirect you to the designated screen.
2. 옵션: To view the overlay banner again, do one of the following.
   • Revisit the record screen that initially activated the overlay banner.
   • Tap the Alert icon () in the screen header. The red spot indicates that you have not performed the call to action.