Access Mobile Card Builder within Mobile App Builder

Access Mobile Card Builder without leaving Mobile App Builder. By selecting Open in Mobile Card Builder, you can create and edit personalized cards and card templates without needing to open a new browser tab.

Before you begin

Role required: admin or delegated developer

For more information about the delegated developer role, see Exploring Delegated Development.

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 the record that you’re trying to open has unsaved changes in Mobile App Builder, then you can’t 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.

   Location	Action
   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	From the home page, select a scoped application from the Application scopes area. Select Cards and icons from the configuration tree. 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. 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 (). The button is displayed in the configuration panel for card, card template, icon, or legacy card records.