Select view to be used for mobile projects

This feature allows Portal Admins to set what saved view is shown for a user on mobile. Please note that when using this feature, it will override any sort setting that is currently set such as "Managers only see assigned work" and "Hide completed projects" on a user's SiteCapture mobile app. Once the portal admin has set the view, the user will need to sync on mobile to see the projects in this view. 

1. Portal Admins will need to set the mobile views.  The first step is to decide if you need a new view with unique criteria, or if you have an existing view that will be utilized. If you need to create a new view or views please refer to this guide which will walk you through that process.

2. Once the view is set up, go to Admin>Users. Select the user to whom you will be assigning a specific mobile view.

3. Next to "Types and Saved Views", click on Manage. 

4. Under "Mobile View" click on the drop down menu. 

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5. Select the view that you would like to set for the user and click "Close". 

6. When the user opens the mobile app, they will need to sync and will now see the view (e.g., Due this week) that you set. Only projects that meet the criteria defined in the view that you have set for the individual user will appear in their project list on mobile. They can use the search feature (iOS or Android) to search for other projects not shown in the view when they need to find another project and are out in the field.

                                                      

Admins & Managers can only see assigned work in mobile

By default, Portal Admins and Managers have access to all work across all users on the mobile apps.

We have a setting that SiteCapture can turn on, to allow Portal Admins and Managers to only see their assigned work. Please contact [e-mail] if you would like this feature turned on. 

By turning this feature on, it will only allow them to view their own work as an assigned user or set as a manager in the mobile apps. Portal admins and Managers will still have access to all work across all users in the web app. 

If Managers are creating projects from the mobile app, then the feature to "auto-assign on create" located at Admin>Settings under Security should be checked. 

Once we turn this feature on, Portal Admin and Manager users will need to fully sync, then log out and back into the mobile app to see the update.