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Mobile App v4 – User Guide

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Introduction

The latest ShareVision Mobile App for iOS and Android supports both smart phones and tablets. It will also allow ShareVision administrators to add links to any list forms that have had a filter page created using the Filter Page Wizard add-on. As such, owning the Filter Page Wizard add-on is a requirement for installing the v4 Mobile App.

The v4 mobile app replicates most of the main pages in ShareVision home page, individual’s details, program details, residence details, and their associated lists.

New in this version of the mobile app is the ability for administrators to define which parts of each page show on which device as well as which columns will show in each part.

Navigating through the app for staff should be self-explanatory so this guide will concentrate on the administrator’s app configuration screens. 

Device Requirements

Android (Phone/Tablet)

Operating System version 4.2.1 or above.

Apple (iPhone/iPad)

Operating System iOS8 or above

  • iPhone 4s can upgrade or come with iOS8.
  • iOS8 can also run on iPad2 and up.

Installing the App on your Device

On your device go to Google Play or Apple iTunes, search for ‘ShareVision’ and follow the usual store installation instructions/procedure. The app is free to download and your organization has no limit on downloads.
You can go directly to the store items here;

Android – Google Play > HERE

Apple – iTunes > HERE


Navigating to the Mobile App Admin Pages 

  1. Log into your Browser ShareVision site as a ShareVision Administrator.

  2. Go to Site Actions -> Site Settings->Site Collection Administration, find the Mobile App Settings link and select it.

Change Mobile App Theme Colours

  1. On App/Site Settings screen click on “Change Theme Colours”.
  2. Choose the colours you prefer for any or all of the three options, then click the Save button. If you don’t like the results you can reset the site back to its default by clicking the Reset to Default button.



Configuring Site Browser Filter Pages to be Display on Mobile App

The Mobile App must be configured to display Browser Site Filter Pages.

  1. On App/Site Settings screen click on “Configure Filter Pages”.

  2. The filter pages that you have created using the Filter Page Wizard add-on in your ShareVision site will all show up here, broken down into the three categories of filter page, individual, program, and residence. Click on the down arrow next to the heading corresponding to the filter page you wish to show or hide.

  3. To change the text that shows in the slide out menu on the details pages in the app, enter the new text in the Link Text field and click the Save button.

  4. To show or hide a filter page for a specific device, check or uncheck the checkbox under that device. 

Configuring the QuickStart Menu

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Configure

On App/Site Settings screen click on “Configure Quick Start Menu”

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Section

Changing Icon Text

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  1. Choose the QuickStart Item you wish to change and type the new text into the text field.

  2. Click the Save button to save your changes

 



Section

 Changing an Icon

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  1. Choose the QuickStart item you wish to change and click the Change button next to its icon.
  2. Choose the icon you wish to use from the list in the resulting dialog and click the Set button.




Section

Choose the Devices on Which to Show an Icon

Choose the QuickStart item you wish to set and check or uncheck the checkbox under each device to show or hide the item on that device.


Section

Change the Order of an Icon

Choose the QuickStart item you wish to change the order of and click the up or down arrow buttons to move that item up or down.



Configuring Page Part Visibility  

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  1. On App/Site Settings screen click on “Configure Page Part Visibility”.

  2. Click the down arrow next to the name of the page with the page part that you wish to change.


Tip

Check or uncheck the checkbox under the each device and next to each page part to show or hide that page part on that page.




Edit Page Parts

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A Page Part displays chosen columns from a Browser Site Filter Page on a Mobile App page.

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This screen is used primarily for adding or removing fields from existing page parts. If this is what you are wishing to do jump to point 9. 

  1. On App/Site Settings screen click on “Edit Page Parts”.

  2. Click the down arrow next to the name of the page on which the part you wish to edit exists.

  3. Click the Edit icon next to the name of the part you wish to edit.

    Section




  4. To change the text that shows in the page part header in the app, edit the name field and click the Save button at the bottom of the form.

    Section




  5. Check or uncheck the Display Name checkbox to show or hide the page part header on the page.

  6. The Order field contains a number corresponding to the order this part will appear on the page. Lower numbers display closest to the top of the page. It is possible to enter the same number in more than one page part so be sure that each part on a page has a unique number to avoid confusion.

  7. Choose an option in the Type field to set the formatting of the page part. Caution should be used when changing this value as not all lists will support all types.

  8. The Description field can be used to store a description of the page part for your own information.

  9. The Data Source fields are used to set which list the data in the page part is coming from. Set the List field to choose the list, the Content Type field to choose the content type, and the Filter Field to choose the column to filter by. Filter fields only apply to some pages (like Individual, Program, and Residence details), so leave it blank if you are uncertain. 

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  10. The Links section is where you can set whether or not a list, calendar, or announcement page parts shows an Add New or Edit link. You can also set the text of these links by editing the text in the New Link Text and Edit Link Text fields.

  11. The Fields section is where you can determine which fields appear in this page part. Click the up or down arrows to change the sort order of existing fields or click the Remove icon to remove a field from this part. To show or hide the field name in the page part check or uncheck the Show Field Title checkbox next to the field name. To add another field from the list to the part, click the Add Fields button and check the checkbox next to any fields you want to add.

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  12. The Additional Filters section allows you to add filters beyond the one set in the Filter Field in the Data Source section. This would only be used for creating very specific page parts that could be used in special scenarios.





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