Edit a Transaction Objects Layout

You can edit a Transaction Objects layout once its open.

These objects are used to store operational data that users interact with on a daily basis and users make use of them when they need to view, edit, or create that specific type of data on mobile.

  1. On the Transaction Objects Layout tab, open a layout to begin editing it.

  2. Drag new fields onto the Details tab.

  3. You can also drag and move fields on the Details canvas to a new location.

  4. If you want to add space between fields, drag the New Blank Space button onto the canvas and position it before or after the desired field.

  5. If you want to group fields in a new section,

    1. Click the New Section button at the bottom of the canvas and drag the New Section button to the desired location.

    2. Enter the name of the section in the New Section modal under the Section Name.

    3. Click Confirm to save the section name.

    4. Drag the field to a blank space on canvas in the new section.

    5. Click and drag the desired field block underneath the new section.

      You will see a green line indicating a valid location.

  6. Click Save button.

  7. To configure either the Tile Tab, Table Tab, the Hidden Tab as follows,

    • Drag the field from the Available Fields section to a blank space on canvas.

      Only fields with a move icon can be dragged to the canvas.

      Each tab has a maximum number of fields that can be added.

      Tab name Maximum Fields

      Tile Tab

      5

      Table Tab

      20

      Hidden Tab

      N/A

Do not set Geolocation fields as Required on mobile page layouts. Geolocation fields are not supported as required fields in FieldFX Mobile.

Setting a Geolocation field as required will prevent users from completing status changes or saving records in the app. This occurs because:

  • Not all mobile devices support geolocation.

  • The geolocation service may be unavailable on a device.

  • Geolocation may take an extended period of time to return a value.

Configure Geolocation fields as optional to avoid blocking users from completing status changes or saving records in the app.

  1. Click Save after configuring the remaining tabs.