Standard headers

You can configure standard headers in CRM.mobile like the Search and Expand headers.

The below standard headers are available:

Search

The Search header defines the following:

  • Text: The header text is used as list header for the search results list and as header text of the page. If undefined, the plural of the info area name is used for the search results list; the page header is left empty in that case.

    If a search is started by tapping on a sub-list header in a record's Details view, the page header shows a link to the parent record. The text of the link is created using the parent info area's default table caption.

  • Buttons: Extended actions available on a search results page, e.g. AddCompany for FI. For further details, see Extended actions.
    Note: Notes: Make sure you use/define extended actions that make sense in the current context.
    Note: The (Search) button is hard-coded and therefore not visible in the Search header configuration.
  • Infoareas: Specify predefined filters available for the info area search:
    1. Select the info area from the drop-down list and click on (Add).
    2. Select the desired filter from the Filter drop-down list.

    The name of the filter option displayed in the info area search is determined in the following order:

Text in the header definition.

Display-Text in the filter definition, the filter's name would be FI.MYCustomers in the example above.

Expand

The Expand header is used by Details Overviews and tabular Details views. For further details, see Expand configuration.

The Expand header defines the following:

  • Text: The header text is used as page header for the Details view. If undefined, no text is displayed.

    For child records, Text is used, if no Breadcrumb Parent is defined in the Expand configuration.

  • Buttons: Header buttons available for the Details view. For further details, see Buttons.
  • Infoareas: Defines the Related Data area for Details views. For further details, see Related data area.

    The following settings are available:

    • Link: Check Link to select another than the default link. For further details, see Link IDs in the Aurea.CRM Web Administrator Guide.
    • CRM Proc: Assign one or more CRM processes to the sub-info area. For further details, see Assigning CRM Processes in the Aurea CRM Web Administrator Guide.
    • Text: Defines the header of the sub-list (fallbacks if undefined: header text from the Search&List configuration, info area name in plural).
    • Filter: You can specify a filter to filter the child records.
    • Menu: The menu action that is executed to display the sub-list, e.g. a CalendarView action for activity records (MA). For further details, see CalendarView.
    • Search: The name of the Search&List configuration used by the sub-list. For further details, see Search&List Configuration. If undefined, the info area's default Search&List configuration <infoAreaId> is used.
      Note: If an action is defined (Menu option), the Search&List configuration from that action is used, regardless of what is defined here.

    The other settings are not supported by CRM.mobile.