Access Mobile Card Builder within Mobile App Builder

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Navigate between the Mobile App Builder and the Mobile Card Builder to access and edit personalized cards and card templates. The Mobile Card Builder opens in a separate tab in your browser.

    Before you begin

    Role required: admin or delegated developer

    For more information about the delegated developer role, see Delegated development and deployment.

    About this task

    When using Mobile App Builder, you can access the Mobile Card Builder to edit cards and card templates using the graphical interface.
    Note:
    If a record that you are trying to open has unsaved changes in Mobile App Builder, then you cannot open the record in Mobile Card Builder.

    Procedure

    1. Navigate to All > System Mobile > Mobile App Builder.
    2. Access the Mobile Card Builder within the Mobile App Builder in one of the following ways.
      LocationAction
      From the Mobile App Builder home page Select Open Mobile Card Builder from the home page.
      From the Mobile App Builder Cards and icons menu section
      1. From the home page, select a scoped application from the Application scopes area.
      2. Select Cards and icons from the configuration tree.
      3. Create a card, card template, or icon by selecting New, and then select Continue.

        The Mobile App Builder configuration panel opens.

        The card or icon option that you selected is displayed.

      4. Customize your card or icon by selecting the Open in Mobile Card Builder button.
      From the Mobile App Builder configuration pane Select the Open in Mobile Card Builder button (Open in Mobile Card Builder button.). The button is displayed in the configuration panel for card, card template, icon, or legacy card records.