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Navigate to Administration -> <Your Company Name> Setup -> Mobi Setup ->and search for the newly created custom menu you created during the Getting Started process in the Menu tab (by default this menu will only display those menus that are custom copies).
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Code Value: Code Name of the menu as seen in Before you Start.
Description: Enter description- The name of the menu that app users will see
Default type: Double click to select here any Job Type cost centres (e.g. EXM, IMM) for which the menu will show by default. Leaving the field blank means the menu is available for all types (except as set in step 4).
Exclude Type: Double click to select here any Job Type cost centres (e.g. EXM, IMM) for which the menu will NOT show. Leaving the field blank means the menu is available for all types (except as set in step 3).
Branches: Double click to select here any Branches for which the menu is available. Leaving the field blank means the menu is available for all branches.
Parent menu: This determines the parent menu under in which your menu will appear. Parent menus are the bottom bar menus in Mobi. The most common types are Jobs and Daily. E.g.:
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7. Link Cont’d. Some menus will display a “?” in the Link after the html text. This refers to a parameter that allows the user to control how the menu behaves. For example, if the link field has review.html?isJob=true, then this means that the review question is based on the specific job.
The options are:
Parameter | Description/Use |
|---|---|
isJob=true | This makes the menu JOB specific (instead of Day Specific) E.g. “Client Signoff” |
isJob= false | This makes the menu DAY specific (instead of Job Specific) E.g. “Day Start” |
Lock= true | This would enable a password unlock prompt when closing or navigating away from the menu. Commonly used to prevent the customer from Navigating through Mobi. After completing a Client Signoff. The password is controlled in Mobi Settings. |
isClient=true | This parameter controls whether the menu is client controlled or user controlled. If set to True, the menu becomes un-editable. When set to false it becomes editable. This setting is commonly used on the Materials and Accounts screens |
Call=daily, | This controls the flow of the diary search screen. If call= daily, the daily menus will be displayed after a diary action is selected. If call=global, then the global jobs menu will appear after selecting a diary action. |
Search=today, Search=tomorrow | This parameter sets the default duration for diaries in the Diary search screen. |
Diary=O | This makes the menu ONLY visible when the action being worked on is an Operational action (assigned to diary O) |
Diary=W | This makes the menu ONLY visible when the action being worked on is a Warehouse action (assigned to diary W) |
Diary= True* | This makes the menu DIARY ACTION specific, meaning that on a job that operates over many days, this menu keeps re appearing every day instead of once off, and each linked review or report would display as unanswered, to be completed again. |
Reports=(NAME OF REPORT) | This is used to link the menu to a specific report (when this menu is selected the linked report will automatically load up |
IsEnabled=true | This parameter applies only to the Notes Menu. If set to true, accessing the notes will by default be editable. If set to false then notes will show as un-editable (although users can still edit by clicking the "Edit" button). |
show=true | This parameter tells Mobi to display the review menu in the Jobs menu (otherwise it will just show in the day flow) |
*Important Note:
When the diary flag mentioned above is not set then, there can be errors where a report has previously completed signatures, or a review has review questions pre-answered. The easiest way to find out if a report related issue is linked to this flag is that when generating the same report a second time (on a second date) on Mobi for a different diary action, signatures, images and/or answers are repeated over from a report of a different diary action.
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