Configure a record screen for use with a list screen

Use a record screen as part of a list so that your users can see the details of a record from their mobile app.

Before you begin

Role required: admin

About this task

Your instance creates screen records automatically for calendar, list, and map screens. You can also create your own record screens manually.

Procedure

1. Navigate to All > System Mobile > Mobile App Builder.
   The Mobile App Builder opens in a new browser tab and displays the application scope selection screen.
2. Search for the application scope you are working in and then select the name of the application scope.
   The Mobile App Builder
3. Select the Screens category, and then select the list screen where you want to configure a record screen.
4. In the navigation menu, scroll down to the Embedded Screen section, and then select an existing Record screen or select New to create a new Record Screen.
5. Under the Embedded screen section, select New to create a new embedded screen.
6. Select the Record option in the Create a screen page, and then select Continue.
7. Fill in the following fields as needed.

   Table 1. New record screen

   Field	Description
   Properties
   Name	The record screen name. This name is not visible to end users.
   Description	Additional information about the record screen.
   Settings
   Fetch type	Settings that determine when data is loaded in your screens. Select from the following fetch types: Prefetch: This option pre-loads record screen data when an end user accesses a list, calendar, or record screen. Background: The app makes a background network request to load embedded screens or record screen segments. Dynamic prefetch: Screens for the first 10 rows load as described for the Prefetch fetch type. After the 10 first rows load, additional rows of screens load with the On-demand fetch type. On-demand: The app sends a network request to load the app only when end users navigate to it. For more information about fetch types, see Mobile fetch types.
   Dynamic prefetch count	You can change the number of rows loaded with prefetch by changing the value of the Dynamic prefetch count field.
   Hide screen name	Option to determine whether the screen name is not shown as the screen header. This is useful if the text already appears in the header name or if it does not provide any value to the user.
   View using (Legacy Card/Card)	A Card used for the header section of the record screen. Use the Mobile Card Builder to change the appearance of your mobile card or the fields displayed on the card. For more detail on using the Mobile Card Builder, see Configure a record screen for use with a list screen. The best practice is using Card.
   Card	This is an element that visually displays information from different records. You can style this information by setting specific conditions for each information type
   Icon	The icon that displays for your record screen. Select Choose to use an existing icon, or select New to configure one.
   Alert	This is a mobile alert overlay for a record screen. Use it to inform users of an important message and to redirect them to a specific screen. Only one mobile alert is available per instance.
   Data item	This defines what table you want data from and what conditions must be met for the data to be displayed.
   Record screen segments	This is a UI element for switching between different lists on a single record screen. Use it to divide content into different areas on the screen.
   Dynamic segments height	Sets the height for dynamically sized segments.
   Dynamic segments minimum width	Sets the minimum width for dynamically sized segments.
   Top menu function instances	Add additional functions to the top menu. Your users access the top menu function by tapping the icon in the upper right corner of a screen
   UI parameters	UI parameters are variables that affect how a field or UI element behaves. Use UI parameters to determine how a value can be entered or whether it is automatically populated for the UI element based on the end user's action. Select an existing UI parameter or select New to add one. For more information about adding a UI parameter, see Configure a parameterized record screen.
   Dynamic screen title	Determine which user roles can access this screen. If you have selected no roles, users with any role will have access to the screen.
   Role access	Allows you to create an element and map it to a UI parameter. Use it to pass a value from one screen to another and include in the title of the destination screen.

8. Under the Card section, select New.
9. Fill in the following fields as needed.

   Table 2. New view config

   Field	Description
   Properties
   Name	The card name. This name is not visible to end users.
   Description	Additional information about the card.
   Active	Toggle that determines whether this card will be displayed.
   Table	The table where the card gets its data from.
   Card template	The template that determines the card's UI element layout.
   UI rules	Determines how the mobile interface will change or which fields will update when certain conditions are met.

10. In the Data section, select the table you wish to use.
11. Under Card template, either select Choose to use an existing card template, or select New to create a new one.
    Card templates can be customized further in Mobile Card Builder. For more information see Customize a screen using Mobile Card Builder.

    Note:

    To open your new card template in Mobile Card Builder you first need to save. An error will appear and notify you should any required fields be missing values.

12. Optional: Configure an activity stream screen for your record.
    For details on adding an activity stream, see Configure an activity stream screen for a record screen.
13. Select Save.