Mobile Workspace

Form ID: (AU220013)

You use this form to configure a workspace for the MYOB Acumatica mobile app, including specifying the screens and widgets it includes and the order in which they are shown.

Form Toolbar

The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

Summary Area

In this area, you can fill in the settings for a new workspace or select an existing workspace to view and possibly modify its settings.

Element Description
Workspace ID The identifier of the workspace.
Display Name

The name of the workspace, which is displayed on the [1]janice.paganiniAs I have mentioned in many places in the non-reference topics, those topics contained two separate words for seemingly the same thing: main menu and main page. I don't know which term is more appropriate, but we must be consistent.2022/02/2118:29:35-05:00main menu of the mobile app.

Icon The icon that is displayed in the tile with the workspace on the main menu of the mobile app.

For the list of available icons, see Icons.

Visible A check box that indicates (if selected) that the workspace will be visible on the main menu of the mobile app.

Screens Tab

On this tab, you can add screens to the workspace, remove screens from the workspace, and change the order in which screens are displayed in the workspace.

Table 1. Table Toolbar

The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.

Button Description
Move Row Up

Moves up the row, which causes the tile with the selected screen to move up in the workspace.

Move Row Down

Moves down the row, which causes the tile with the selected screen to move down in the workspace.

Table 2. Table Columns
Column Description
Visible

A check box that indicates (if selected) that the screen will be visible in the workspace.

Item Name

The [2]Tatiana.Davydovacheck ?2022/02/0314:48:17+03:00item ID or the screen ID.

Display Name

The name of the screen as it is displayed in the workspace.

Item Type

The type of the screen, which is one of the following:

  • Simple Screen: A data entry [3]Tatiana.DavydovaLead Summary, Contact Summary, and Account Summary inquiry forms can also be selectedafv_csv_qsb2022/02/0315:14:22+03:00janice.paganiniDon't say "form"--it is not a form, although if we want, we can say it's a screen that corresponds to an Acumatica form. We could say something like "A screen in the mobile app, which usually corresponds to an Acumatica ERP form. Most screens correspond to data entry forms, but the Lead Summary, Contact Summary, and Account Summary inquiry forms are also available for selection." But if we say something like this (which is multiple sentences and thus must end with a period), we should end all of the descriptions with periods based on the all-or-none rule for periods after list items.9afv_csv_qsb92022/02/2120:08:04-05:00form
  • HubFolder: [4]janice.paganiniI don't follow what this means. How can a screen be a list of screens? And what sort of filter do we mean, and is there really only one? Do we mean that it's a list of records with filter tabs or something like this?2022/02/2120:10:29-05:00A list of screens with a [5]Tatiana.Davydovaan inquiry form with a filter?772022/02/2318:29:17+03:00filter
  • Dashboard: A dashboard
  • Report: [6]Tatiana.Davydovanot supported?2022/02/0314:57:46+03:00A report

Widgets Tab

On this tab, you can add widgets to the workspace, remove widgets from the workspace, and change the order in which widgets are displayed in the workspace.

[7]Tatiana.DavydovaFor editorial review2022/12/2719:19:58+03:00
Tip: In the mobile app, these elements are displayed as follows: first the widgets in the specified order, then the list of screens in the specified order.
Table 3. Table Toolbar

The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.

Button Description
Move Row Up

Moves up the row, which causes the tile with the selected widget to move up in the workspace.

Move Row Down

Moves down the row, which causes the tile with the selected widget to move down in the workspace.

Table 4. Table Columns
Column Description
Visible

The check box that indicates (if selected) the widget will be visible in the workspace.

Dashboard

The dashboard on which the widget is based.

Note: Only dashboards without parameters are supported.
Widget

The widget that will be displayed in the workspace. In the MYOB Acumatica mobile app, scorecard, meter, and trend card widgets are supported, so only widgets of these types are available for selection.