Create a card template with Mobile Card Builder

Use Mobile Card Builder to create a card template to use for cards in your mobile screens.

Before you begin

Role required: admin or delegated developer

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

About this task

Note:

Use these steps to create a new card template from scratch, and then associate the new card template to an existing screen. Card templates can only be applied to screens created in Quebec of later releases using mobile card views.

Procedure

1. Navigate to All > System Mobile > Mobile Card Builder.
2. In the open screen pop-up, select Create blank template button in the upper right corner.
   The Template properties pop-up window displays.
3. In the Name field, enter a name for your card template.
4. In the Short description field, enter a description of your card template.
   Use your short description to indicate the type of record best suited to your card template, for example, incidents, or user records.
5. Select Save.
   The Mobile Card Builder opens, displaying an empty mobile card.

   

6. Add elements to your card template using the card builder interface.
   For details on using the card builder UI, see Mobile Card Builder user interface
7. Open the screen where you want to apply your card template by using the following methods.
   1. Open Card builder from the web-based UI.
   2. In Card builder, select Menu > Open.
   3. Use the Application and Screen lists to select your screen, then select the Open button in the bottom-right corner of the window.
8. To apply your card template to the screen, select Menu > Change Template.
9. If you want to assign field values to your card, you can do that at this point.
   For details on that process, see Assign field values to your mobile card.
10. Select Save.