Mobile App Academy: Configuring Safe Workplace for Mobile
good morning good afternoon and good evening everyone whether you're joining us live or on demand welcome back to another episode of the mobile app academy where we show you how to build and configure mobile apps live on the now platform my name is charlie steiner product marketer here at the mobile team in servicenow and today we'll be taking a deep dive into some configurations on the new safe workplace mobile experience if you're joining us for the first time this is a live building series that focuses on managing and building out mobile apps in real time we'll have product experts on hand to provide guidance best practices and answer some of your questions posted in the q a window we host these sessions every two weeks here on zoom at 10am pacific and our recordings will be posted on youtube shortly after as just a friendly reminder this is our last episode of 2020. so thank you all who have been with us the entire year it's been a it's been a great experience we love seeing you in the chat we love seeing repeat names and we love seeing new people frankly come in and and explore and learn more more about mobile with us so thank you for an awesome 2020 and we look forward to an even better 2021. um as we continue on oh excuse me uh as we continue with our intro what's really important to us uh is is you know as mentioned we get insight from all of you whether it's here on the chat or in the mobile community we base our session topics around what you want to hear what you want to learn about and frankly what you're working on so as we move into 2021 i would encourage everyone to get in touch with us and let us know we'd love to hear from you with all that said i'd love to introduce david haw senior product manager here on the mobile team to get things started and we'll take it away david thanks for the intro charlie good morning everyone and welcome back to another mobile app academy my name is david hawk and i'm an outbound manager here at uh servicenow i also have fujo with me who is a solution architect also on the mobile team um and we want to give a warm welcome to everyone joining us live here today uh and for today's topic actually um i think you should all be able to see my screen now um so we'll be covering the new safe workplace mobile app uh you know the safe workplace apps they constantly have updates in the servicenow store and there's been quite a few changes since it's initial release a few months back um there is now a new safe workplace mobile app that consolidates all these experiences so that you get the emergency response app as well as the safe workplace apps all into a single landing page on the now mobile app and so we'll be doing a live building session talking through some of the first few common things that you might want to consider uh when going through your own implementation of it and uh within this live building session uh we'll be covering the following we'll start with the plugins that you need from the servicenow store to roll out this mobile experience on your now mobile app i'll show you a quick preview of what this out of the box experience now looks like today and then before we jump into the configurations we'll actually define the personas and use cases that we want to enable although the new safe workplace mobile app uh it does give you access to all of the functionality that comes with the safe workplace and the emergency response management apps but you might not want or even need all of these experiences um if you just need the basic functionality or you want to expose a few experiences within your first roll-up um those are some of those things that i want to show you and some of those common use cases and over time you know you'll be able to improve upon those workflows with richer experiences and functionality so again we'll talk through some of the common things that you might want to consider as well as the best practices when customizing this out of the box experiences for each one of those different personas okay um and so uh these will be the topics that we'll cover in today's uh new safe workplace mobile app if you're looking for a more general overview um on the safe workplace mobile apps i recommend that you check out our on-demand videos where we actually did a recent update and overview there and if you're completely new to mobile i recommend that you first check out some of the resources that we have on mobile community there you can find some quick links and future content on our earlier mobile app accounting videos our mobile implementation guides and other important resources that you will definitely need to get started also important to know in order to customize the new safe workplace mobile apps we'll be heavily using the now platform ui instead of mobile studio um so it's essential that you check out our hierarchy videos and getting started resources so that you can better follow along with us as we kind of go through this configuration today okay and as a reminder this mobile app academy will take place on an orlando instance um and like charlie said today is our last mobile app academy for this year we're going to take a short break for the holidays and we launch early next year and we'll actually focus on paris instances as well but regardless of which instance you're on majority of the configurations that we go through today will um be the same across all the releases beyond new york there may just be some minor look and feel uh kind of differences another note this will be a live building session that will last about 50 minutes feel free to ask me questions along the way in our chat and qa you have charlie and phu who will help answer and uh if we have time at the end we'll just open up to open-ended questions with that being said let's go ahead and jump straight into it so i actually want to start today with the objective so the goal today is to talk about how you can deploy the safe workplace now mobile app to support your employees returning to work and how you can do that with some of the basic and minor configurations so that you can highlight your first initial rollout right we're not trying to build this perfect app on that before we roll it out but just what are the first things that you would need um so this is super important for many of our customers today because you might not always have the technical team to support a very custom and dev heavy implementation and you know your goal may just be roll out to to be able to roll out a very simple mobile app that allows your employees to safely return to their offices um and the out of the box experiences it might already provide you with 90 of the requirements that you already have and there might just be a few minor adjustments that you need to do to be able to roll out that app and so we're going to focus on what those simple and common configuration configurations may be um so before we actually get into the actual configuration let's talk about some of the things you may want you might want to consider uh or think about before you deploy so you know what are those personas that you're trying to enable the safe workplace mobile app will expose experiences across all of your managers or end users and employees and screeners so you want to make sure that you're being deliberate about who you're trying to expose the experiences to are you doing a pilot for just your general employees at this remote location or are you trying to roll out both experiences for your managers employees and office screeners all those different personas will have different experiences and different looks and feels to it um and you really want to be deliberate about what you're exposing so that you can optimize their experience on mobile and then also what are the main use cases that you want from the safeworkplace experiences as i mentioned before you know um you'll get access to all of it but maybe your goal is just to simply manage a simple workflow and in this first rollout you might not want pp and inventory workflow enabled yet but maybe in a layer later roll up um so you'll actually hide some of those experiences initially before actually deploying it and so with those considerations in mind what are our personas and main use cases for today so we're going to enable a simple and consolidated experience so that we can highlight a pilot a small raw for our employees to return to their office and a lot of this functionality is already available out of the box from the employee health screening mobile app but there are some other experiences from other apps such as the emergency response self report app that you can leverage to improve and enrich this experience and you know the benefit to having this consolidated app that brings all this together we now just need to pick and choose which ones we want to expose and which ones we want to hide so from the pre-built workflows we're only going to expose the following workflows um so once my organization is ready to for a pilot we're going to send a health verification form um so that employees must complete this form to be able to return to work and that basically just says you know within the past 14 days um that you've been healthy and so forth and we can use role-based permissions to make sure that only the employees that we are targeting for this roll-up is able to see this workflow on mobile so you might have some other general employees that aren't affected so you definitely don't want to expose this landing page to those that aren't relevant um and then we're also going to expose another out-of-the-box capability from the emergency response app so that employees can report their health statuses daily and that really gives management the visibility on on health statuses across the organization and then lastly and more importantly your your employees will be able to pull up an office entry qr code so that they can quickly get scanned into the building everything else we're going to hide um although some of the out-of-the-box experiences they have access to like request and manage ppne manage daily contact log managing your health screening workflows or maybe even managing your teen's health these might be irrelevant but you know you might consider enabling it later but for this initial rollout we're going to focus on enabling just a very simple workflow so that our general employees can re-enter the office not your manager persona not your office creator persona just the targeted general employee persona needs to return to the office all right um and then uh now that we've defined our goals and percentage here's the first few things that i would also want to consider modifying or customizing for initial rollout so on your navigation bar you might want to think about renaming the tabs hiding it or maybe even changing the order you also have your sections which you might want to reorder or rename as well as the individual applets and then for mobile content this is all about you know exposing what data what type of visualization and what fields you want exposed to to those end users and so um we'll actually set up the roles uh and visibility conditions on an applet we'll change the description on web form um and then we'll also change fields on on a native screen so that's slightly different than web form i'll show you the different nuances and then for the ux design um we probably will only have time to do a couple um but you know we will probably uh change the title of things the names of things maybe move a couple things around but um if you're interested in learning more about how to improve your mobile ux design we have a huge massive document on it that's featured on our mobile community site so definitely recommend checking that out to learn more about that and if any of these terms are foreign or unfamiliar i highly recommend that you check our mobile hierarchy video to get up to speed on this it'll definitely help you through your implementations all right so with that all being said let's uh jump into the configurations okay let me log in real fast all right so to get started with our implementation we're going to enable the following first you're going to want to make sure that you've already installed the now mob from your devices app store right so i have the now mobile app here in our previous app academies we showed you how to do things like configure um from the out of the box now mobile app how to configure adding new requests uh adding and customizing catalog items um on your services tab as well as adding new kbs to your information tab and you know just using the now platform ui to customize fields and so forth this is all new to you again we have a recorded mobile app academy called getting started with the now mobile app you can check it out on this playlist here it's probably these 18 video or so and there you'll be able to see uh are building that um and then to set up the environment on our instance you're gonna wanna make sure that your instance is upgraded to new york or beyond that's what's required to use the new c for workplace mobile app uh my instance is on the latest orlando patch um and once it's on one of those releases you'll need to download the now mobile plugin if you're not familiar with how to get started with the out of the box down below please watch the uh getting started with now mobile mobile academy it's a single plugin that you can also find on our product docs but just because we've reviewed that already we're going to kind of move on but once you have the now mobile plugin already installed there's gonna be three plugins that you'll need to get the new safe workplace mobile experience working so you take a look at our instance uh we're gonna jump into the servicenow store so on our left hand now we'll look at plugins and then we're gonna click on this button that says find store and this takes you to the service dog store and in the search bar you're going to look up safe safe workplace suite if i spell that correctly safely sweet and if i click into this this is the uh the first plugin so this is your core plugin that will enable all your safe workplace experiences on the platform and desktop um mobile is an extension of your platform's capabilities that you get you can't have mobile experiences without having access to your platform's capabilities right so this is the very first plugin that you need to just get access to the safe workplace maps in general the second plugin which is new you'll that you'll need installed is called safe workplace for mobile this is the new plugin that's been available for the past few weeks and this plugin will actually consolidate all of your out-of-the-box safe workplace apps as well as the emergency response management apps all into a single mobile experience and on this uh single landing page right this is all you get and this this is the plug-in um that's responsible for that and so once you have that plugin installed you'll get a new navigation tab called health um and this will give you access to all those things that you can do like health surveys verify and so forth the third plugin that i'm going to show you is an optional plugin but it's very likely a plugin that you'll also want to consider getting um and it's called um save workplace dashboard and um it's possible that this plug-ins uh may already be installed as a dependency when you install the safe workplace suite but this will actually give you access to all your reporting capabilities so that your organization can quickly evaluate whether or not your employees are ready to return to work we're not going to dive into the reporting capabilities in today's session but if you have any questions like here um i highly recommend reaching out to the safe workplace platform team on their coven 19 community site they have their own community site as well where you can ask them questions okay so now that we have our plugins installed um you have your uh you'll log into your app and now you have this uh entire landing page that's dedicated to just safe workplace um and here you can see all the out-of-the-box experiences that you get with it right i have access to my surveys on top um health screening below being able to manage pp inventory seeing your current health status uh depending on the employee that's logged in and i can even see my team's health status workflow which is really only relevant to my manager persona so as you can see this is a bit overwhelming with all the things that you immediately get on this apple launcher um it's consolidating three different personas but for today's goal it's really just simply enabling a simple return to office workflow for my general employee so i'm going to clean this up so it doesn't confuse my general points and the workflow that i want to take my general employees through um is first once my organization is ready to return to work and they're ready to pile it out to a specific office um they're gonna send out this required form that employees must complete before returning um and it's called verify my health when the unemployee opens this up this is a web form um or a record producer and they have to you know acknowledge some of these requirements whatever those things are and once you click acknowledge and submit there they're they're now verified and clear to be able to return to their office but another requirement that i want my employees uh to be able to do is to be able to report their health statuses and if you look at the top right here i have a quick action and if my employee taps on a quick action they're able to report their uh their statuses um you know if if someone was reporting symptoms then he submitted this you'll see an updated status here if i refresh um that uh the logged in user david is now reporting symptoms and so this employee would not be cleared to return to their office with that qr code but if i were to change my status to um you know returning to work because i've cleared all the requirements that my office has then i'll refresh see that my logged in user david is now returning to work it's in green i'm in green status i can pull up my qr code and i can scan into the building uh to be able to return to that office so this is a very simple workflow um and really everything else that that's on this landing page right now to me is irrelevant and so we're going to hide the rest of it so let's go ahead and do that now on our instance left hand nav um we're gonna look up navigation bar for now mobile and here you can see uh this is my navigation bar from now mobile i'll tap into this record i'm gonna switch into the scope and here i have access oh wait uh this is the wrong oh here we go okay uh click to edit record here to switch scope okay so here um i have access to all the content that lives on um uh this applet this navigation bar and now mobile so these are all my different navigation tabs right for me health services and so forth if i tap into health which is that safe work place one i have a record here called uh for apple launcher and if i open up this record now here is the access to all the content that lives on this landing page in the header here you can see that i can change the title i can add a header function or i can enable google search if i wanted to and in the body you have access to all your ui sections which compiles all your outputs in either a vertical orientation or horizontal orientation um you know ui sections can also be used to create media sections right so which kind of acts as like an image or banner at the very top which you can add description and title if you wanted to um uh with our goal in mind um immediately i can see that uh that you know the health screening ui section and the manage ppe ui section as well as uh teams health by health status ui sections they're all irrelevant uh to me in in my scope today so we're actually going to get rid of these on our instance so let's first get rid of the health screening section first so and i can do that if i click into this record and i can hide the header one seconds health screening health screening section okay here we go um and what we can do is if we jump into the scope i can actually hide this instead of just you know deleting this entire ui section because i can reuse it later i can just hide it by setting active to false and then if i click update and i refresh my mobile app that entire ui section will disappear so let's also apply that to manage ppe inventory switch to scope set this to false active is false we'll save and then we'll also do it to what else do we not want uh my team my team is irrelevant to me so we'll jump into my team and then we'll set active active is already false maybe this is a different one oh my team sorry number 70. so let's say active to false click update now if i refresh my apple puncher uh i now see only the relevant ui sections which is my current health status um as well as health status which contains my qr code and my status as well okay um next uh now that we've hit the ui sections that we don't want the next thing on our list is to hide the individual outputs that we don't want we have this entire ui section called follow these safety practices and there's a whole lot of outputs here and there's probably there's even a couple applets that i can't really see um just from uh you know kind of a best practices uh ux design we recommend that you know um you only have up to four icons at a time unless there's some sort of way that you can teach your users that you know these applets are also accessible sometimes they won't be able to see that last outlet if they don't scroll right so we're only going to expose the ones that we want and the only one we want is verified manhole so let's actually get rid of all the other ones to be able to hide those we're going to jump into follow the safety practices and here there's a field called applets and if i unlock these applets i can start removing all the ones that we don't want so we'll x out health surveys request pp e daily contact privacy consent set up a visit if you start seeing these sis ids so this is actually a known um uh it's definitely unexpected behavior but what this is indicating to me is that the this is a pre-built experience and this is a consolidation of multiple plugins if there's a plug-in that i don't already have access to um they've already built out this applet but just because i don't have access to to that content it's kind of showing a a corrupted um a thing here and so these are actually not relevant to me unless i have access to you to that we are working on this and uh we'll we'll definitely get this fixed but just so you know um if you see these cis ids you're gonna just ignore them or get rid of them for me i'll just get rid of them all right and so uh now that we've deleted those applets we'll click save and if i refresh my apple launcher will only see verify my health which is the only relevant applet to me right and uh we're not exposing all these other outputs so that we're not creating clutter or confusion for those end users um if i scroll down i have a ui section for my current status right which shows me my profile it shows me my health history and some assigned tasks this is a lots of good information and data that i want to expose to my logged employee but i also have another app that says my status underneath here and this is actually a web form and maybe this is used for maybe this is a workflow that i can consider using for upcoming workspace reservations but um other than this right here this is kind of duplicate data to me and so i'm actually going to hide this one as well so to hide the my status applet under health status we'll go back to my apple launcher for health um and then we're going to jump into health status we'll jump into the scope and then on the applets record we're going to get rid of my status and then we'll save okay if i refresh that one should disappear as well and now we have a more consolidated uh list of things that i want my employees to see these are the only things that i want them to have access to there's no extra stuff that's there for no reason um this is the comes the new consolidated view right so next we're going to start diving into the contents of these applets you know does this show the data that i want my end users to see when i open up verify my health and it takes me to a web form or a record producer it has a bunch of information on it do i need to change anything on this form or if i want to change part of this description on this form like this let's say maybe on the fourth clause we want to be a bit more specific and change it to say you must wear a mask at all times while on site around others um you know how would i go about doing that so let's actually change that now um so on our left-hand nav we're going to look up service catalogs right so this is a record producer that can be found on the platform's service catalogs if i scroll down on our left-hand nav we're going to open up record producers and there's going to be a record producer called health or yeah health verification or not the order but search by name and we're going to go and here you can see that there's a health verification record producer it looks like there's a couple i don't know which one's which exactly but let's go ahead and jump into one of these and update it and see if this is the correct one so this record is in the employee health screening application where safework places the current application so let's check out the second one this is representing itsm mobile agent so this is this is a record producer for the servicenow mobile agent app so i know that the first one's actually for me right because we're uh editing the now mobile app so now we'll go ahead and switch into the scope so that i can uh update this record producer and now you have access to all these things that you can change right but just to keep it simple we're just going to change this fourth clause um that says you know you must wear personal protective equipment such as uh must wear a mask while on site and around others at all times and then we'll even bold at all times and now if i click update and i refresh i go back to my apple launch and refresh my mobile app well again clicking to verify my health we'll click show more and there i think you should be able to see there you go so now you see the fourth clause has been updated and i've bolded the at all times okay so that's an example of uh you know being able to modify your record producers or web forms that you might have access to on this uh safe workplace mobile app um the next thing i want to do is let's dive into my current health status um so this is a native screen when i tap into it uh it takes me to a native form screen that shows me fields on my login user right so all of these fields that you see here are totally modifiable right if you want to add fields change fields or new fields all possible you have three segments up here one for status one of the activity stream which they renamed to help history and then one related list uh actually no this is an embedded list that shows me at my assigned task all this is configurable again if this is all unfamiliar to you please check out our mobile hierarchy mobile app academy video which will uh definitely get you wrapped up on that hierarchy stuff but for this use case um let's actually um you can see that there is a field called updated by admin this is irrelevant to my end user and really i only want to expose the fields that are useful to my my end user so there's no point of having a field called updated by let's go ahead and remove that for that general employee how would i go about doing that back on our instance we're going to look up this applet um so and if you don't know what this applet is called i would uh encourage that you first look at the apple launcher because then it kind of makes it easier finding what this applies might be called so we're going to look up apple launchers i know that this apple launcher is called health so that makes it easy for me to find we'll tap into health here you can see all the different ui sections so let's just keep going down the list right um we want to get to my current health status so we'll tap into my current health status this this field here this is an item section and within this item section contains your applet on the on the field it's called destination screen but here i know that this is a list applet because i see the see all button if you tap on see all this is actually a list screen um although your general employees will most likely tap directly on the record yourself and it will take you to that form screen instead but once i navigate to this list screen here i want to actually get to the form screen here so i have to keep going down the item stream segment into the item stream to my master item right the master item is controlling this viewer here you can just assign conditions and then this embedded screen is that form screen so i tap into the form screen this is this view on the instance and this is the vm mobile on this forum screen contains three different segments one for status one for health history and one for assigned task i want to be able to change or remove a field on the status segment right for updated by so we're going to navigate to status and in the related list i have screen fields and these are how you add new fields or change them i just want to simply remove the assist updated by field so let's go ahead and delete this field and now if i refresh my go back to my apple launcher and refresh this it should update for my end user all right so you no longer see the updated by status okay so another key piece to configuring content within our mobile app is making sure that you have the right roles applied to each one of these applets and have launchers um right so we're trying to roll it out to very specific group of uh group of users and for mobile you can control it using role-based permissions and let's say you can create a custom role you can use roles so that only the user the end employees that you want to deploy this to will have visibility on this landing page everyone else will just have the their typical now mobile app for for me services and information but maybe you know you want um a remote site that you're piloting this launch to to be able to access this landing page so how would i go about doing that let's say that um i want to apply a role based permission to this entire landing page so that it disappears for everyone else if they don't have that role so let's again find this health um this health uh apple launcher so on our left-hand nav let's look at apple launchers look up health and then there's a field here on this app launcher for required roles you know you can create your own custom roles or you can select one out of the box um but i have a custom role called uh see if i can find it sn int health let's see okay so we'll just go ahead and bring over this role called a check-in check-in reader and only the end users that has this role will be able to access this apple launcher right so let's go and update this um i'm gonna add this role to my uh logged in user for david so let's look up users and then i'm going to create another user called beth and beth won't have access to this role and i'll show you you know only david will be able to log in and see this view but beth won't be able to so let's look at david and then david will give that role so imt uh check in reader okay so now we'll go ahead and save so now uh i'm also going to create another user for beth look at best and then i'm going to give beth a login and as you can see let me save this real fast if i check her roles she shouldn't have shouldn't have this uh role so sn int check in all right so this this is not a role that's assigned sir so first um since i've already applied the role to this entire landing page let's go ahead and log in as beth just so that i can show you that beth won't have access to this we'll log out of our instance and log back in log in as beth england okay so now beth only sees her general employee these cases right access to her for me tab to be able to request services and catalog items kb's notifications but you know there's no uh she definitely doesn't see the safe workplace landing page but if i log back into as david because this is these are the roles uh these are the groups of users that i want to roll this out to for my first initial pilot david still has access to that health tab right um so there you can see that you know you can kind of use role-based permissions to kind of control the visibility of certain landing pages or or applets and just so you remember you can also apply roles to individual outputs as well so if you have different personas like manager persona versus a general employee you can set up roles so that you know only managers have specific access to management reports and then general employees won't be able to see any of that right so that's the what i want to cover for role-based permissions um the last topic i want to cover are mobile ux best practices so really just customizing the look and feel of your landing pages um and i'll probably only have enough time to cover a few basic things but again if you want more in-depth guidelines definitely check out our building mobile apps with servicenow best practices guidebook that's featured on mobile community um if you look at underneath featured content it's uh this guidebook here right so we're gonna go through a couple one of these um uh oh and one more thing that i want to mention here um you can refer to this document to really just uh if you're trying to think of ideas and ways to optimize and improve the overlook of your mobile workflows so that it's more intuitive and easier to use and just looks good this is kind of your all-income syntax and we're also open to feedback if there's other things that you want to learn on this definitely add in the comments so we kind of get that feedback there okay um but just to tackle a few low-hanging fruit um let's configure a couple things here um i think that our landing page will look better if our my current health status ui section is between the media section and we follow the safety practices ui section so let's go and do that real quick um again we'll open up our applet launcher uh and we'll open up the health apple launcher and uh here on your apple launcher sections you can use order to kind of rearrange your ui sections so i want my current health status to sit in between these two so i can do that by setting my current health status order to 15. um although best practices we do recommend um to use increments of 10 but just to save time i'll just set it to 15. um and then we'll go ahead and click save to update those changes now if i refresh the mobile app you'll see my kernel status jump up to the top right um [Music] let's do another couple of things uh so again this exercise that i'm kind of going through with you is just moving things around renaming things changing the titles you know the workflow is already there now it's just kind of improving the overall apps look and feel right um so let's actually rename the follow these safety practices to prerequisites to entering the office um and we're actually going to change this to a horizontal icon section uh or a no this is already horizontal right so it kind of spans left to right we're going to change it so it spans top to bottom i think it'll look a little better kind of like my office entry code here um best practices when you're using icon sections so recommend have three or more otherwise you're just gonna have this white space and it doesn't look all that great so on our atlas uh our ui section for health follow these safety practices we're going to tap into that and you're going to have a field called orientation so we're going to switch that up from horizontal to vertical and then you can also display vcount but that's not relevant to me so we'll go ahead and click save and then if i refresh the app now i went from horizontal to vertical another thing that uh that i want to point out is there's also these visibility conditions that you can apply to help hide your applets for example if there is a form that only needs to be completed once and never again you can trigger conditions that invokes a certain response type uh so that it will hide that output once it's completed um so this is definitely very useful um if you ever have use cases for that but verify my health this is something that's reoccurring so i'm not going to apply any conditions there um but definitely something worth mentioning okay another thing that i want to do is uh let's go ahead and change the color of this icon to green because it looks like our overall kind of look and feel right now is kind of green icons but this one is kind of purple how would i change this icon so usually as uh as a system admin um you're probably more familiar with changing your icons and colors with mobile studio but again because we're configuring the now mobile app most your configuration is going to be on the now platform so how would i go about changing this icon what i recommend is that you open up both screens let's we're going to open up both this applets icon as well as this atlas icon and essentially what we're going to do is we're going to copy the content within this icon and paste it into this i think that's the easiest way uh another great thing that you can do with mobile studio is because there's already icons built in mobile studio you can just create like a templated applet grab that icon in color and then just paste that content into into the applet that you actually want okay so let's go through the exercise of uh actually copying the content of this applet icon into this icon so on our back on our apple launcher i'm going to open up both of these ui sections i might open up follow the safety practices as well as health status for my office entry code and for uh we're going to open up this applet called verify my health this is a web screen and if i switch into the scope there's a field for icon um something good to know is anytime you type is font it is a supported icon if the type is ever image you're going to get this nasty question mark that shows up on your uh on your mobile screens and then if you see question marks this indicates to you that it's an unsupported icon as of today's support we only support all the icons that mobile studio gives you templates for so you can't just create your own icons as of today but it is something that we are looking into as we've gotten a lot of feedback from customers that's something that they want to do um so let's go ahead and open up this record for icon and have this up and then let's also open up icon for health status switch the scope open up this applet and then open up this icon record okay so let's switch into the scope and then switch into the scope okay so because i want to make this green let's let's uh look at my office entry code icon and these are basically all the things that you can change on it um the font names uh and shapes uh definitely refer to product docs to see what is supported uh we have a product docs just on icons alone and it really shows you how you what we do support today so if i go into building and configuring mobile apps might be faster i just look at mobile icons i think it's under ui style for styles and then mobile icons so here definitely leverage this document anytime you're trying to customize your icons okay but just keep it simple and short we're just going to change the color from purple screen so um i think background color as well as font color oh font color is this one because that's what i meant by kind of copying the content into this applet here so now if i click update and if i refresh my screen now you've you see it um change from purple to green of course it's much easier to do this in mobile studio um but we're not just not quite there yet with configuring the now mobile app inside of mole studio we will get there in the next few releases but it's something we're definitely investing lots of resources to improve on okay um and that was pretty much everything that i kind of want to show for today those were a lot of the common use cases and things that you'll you'll definitely consider doing uh when it comes to uh changing the look and feel of your overall app launcher as well as changing the contents inside of it right what kind of data and visualizations you want to expose for end users um as well as hiding and removing the things that you don't want right you you essentially you definitely only want to expose the things that your your employees will use so now now that i have this consolidated view um my uh my workflow essentially is uh the david will log into this download he'll open up this applet for verify my health whoops i actually forgot to change follow these safety practices uh let's actually change this to prerequisites so that they know that this is important and then you must do this before anything else so let's do that really quick we'll jump into the ui section for fall uh for this we'll change it to prerequisites uh to return to office and then we'll update now if i refresh the screen now that uh david's first thing to do is to complete this prerequisite to verify his health he'll look through this form make sure that he meets all his requirements and then if he does and acknowledges that he meets all these requirements he'll submit this and then you'll get a qr code to be able to access your building and you can see that this user is cleared right in addition um david is also constantly reporting his health status every day and management will get a report using the safe workplace dashboards and be able to see um health status change over time across their organization right so david's on his way to returning to work for today he's in green and um you can also pop up your office entry code real quick with the top of a button and now david's able to return to his office safely very simple workflow but this was just a short example of some of the things that you do with this out of the box app all right so let's go and open up to questions now um foo are there any questions that we want to highlight in the chat yes thanks david um that was a great presentation we have one the neo so basically um he wants to display a true false toggle on a function i believe that's what he asked and i told him that you can change the type to boolean in the item param but he's apparently i don't think that it worked um so um do you should we should we unmute video and yeah let's do it um i'm going to unmute you real fast allow to talk now if you unmute yourself video you should be able to ask your question directly to us sure hi uh thank you so much for giving your time um so we we are migrating from a classic app to um asian app and we in our work order task form view we have certain fields that are uh that we used for toggle from the classic app so we tried the same in the agent app and we added uh the field in the action parameter as a type boolean and we save that in the in our edit form in the form view and um so when i try to change when i try to look into that edit and see the field name under the field name the box is always empty it's not showing either true or false and if i change or if it's not instead of a toggle it's like kind of a text box even though i entered a type boolean but uh i tried to you so it said a text box so i typed it like it true and false and when i hit submit and it's still not reflecting those things in the form view okay um so let's let's verify this so uh david do you have um do you have an incident tape uh uh incident applet with an edit function or any any out of the box stuff you have we check one out real fast i'll use the asian app i don't mind changing this up okay let's uh just use any function yeah so let's look up so first we start with the action item action uh oh my gosh there's so much stuff here so let's consolidate all of this and then mobile cd only action items uh let's do edit control fine uh it's an update type it looks good um here you can set your parameters right so let's say um go to a short description just change it to type 2 boolean leave all that's the same sure uh so here under your item parameters in the related list there is a parameter for description we're going to change the type from string to boolean uh we'll save everything else should still be the same um i don't know where this function lives on this out of the box app i think let's see log into mobile real fast patients surprise agent agents um this hopefully the apple launchers are exposed should be out of the box its um instance edit there it is the boolean description see that right there so are you not seeing this experience here yeah we um and we are unable to see that is it is it only effective for the itsm so what i recommend is try reverse engineering one of the out of the box function right kind of follow these steps i even have a video on how to create functions from scratch and some training on it you look up a service now for functions [Applause] here our limitation is if it if you build that field from the scratch um we have we have to map that data again from the uh native ui so we already have that existing field uh we just want to change the type there okay is it possible to show us right now or or later i probably don't want to show a customer instantly okay i would recommend uh well first just to see if you can figure this out on your own some common troubleshooting uh things that i've seen if your boolean isn't working it's possible that your mappings aren't correct right so making sure that these parameters are also mapped to your query conditions up here make sure these are mapped and you also have to check your action function so this is just the action item but you also need to map your action item to your action function so i have an edit here um for action function all right edit incident it's consuming uh this edit instant and here i can define the things that this is actually doing and how those parameters are showing up to me um so here you also have to create your ui parameters and then map your item parameters to your ui parameters so that's probably one of the most common troubleshooting techniques look at ui parameter or which uh what's that category we we just toggle it is it yeah uh so we so this already came with a description ui primer i can click into it show you some of the details on this um and here you can just specify whatever you want right like um you know what's the input source is it autofill or user input type text or list you want to do input type for yourself you have to have an input type a user input type not autofill yes so these two if you want to use boolean these two have to be user input in text maybe that's the reason and and one more thing like on that if you scroll little talk um the input style should be pop-up or inline it doesn't matter uh try inline i've never tried pop-up before but but we are playing with pop-ups so and i see if if it doesn't work with pop-up open up a uh a ticket on that i'm not sure why i wouldn't work up his pop-up um the most important thing is to map it to maybe that's why and the okay yeah maybe maybe i'll try with the input source as a user input and i'm sure we kept that input type as text and the input style as a pop-up but yeah do you want to show them the mapping parameter oh yes the last thing is uh just making sure your item parameter is mapped to your ui primer right so i had this action item this description item parameter and i oh sorry uh and on our action function you have the ui parameter so these two need to map together and you can create a new one so that your item parameter maps to your ui parameters by clicking to this record it's really simple just either parameter number that's it um ideally in the future the mappings will happen on its own but that's kind of the state of studio at the moment yeah we we are we are making sure we're mapping um right when we add a ui parameter we are making sure adding an action parameter mapping as well but yeah okay we'll we'll try in this way thank you thank you so much yes any other last minute questions before we wrap up uh where are we at the top of the hour any other highlights maybe one more um yeah so um question is so in toto uh this is from ou how many out of the box mobile apps are available can you confirm now agent onboarding and safe workspace you might want to talk about what safe workspace is between uh so that's good um so we actually just did a paris overview webinar um on the on-demand uh and this will actually show you all the out-of-the-box experiences that are available um there is a lot but if you look up um on-demand webinars for service now i should have a link on this wait let me stop sharing just for a quick second and i'll pop the screen so just pull this up really really fast um webinars webinars webinars paris ah here it is okay found it so now if i re-share my screen uh can you see my screen yes okay perfect so if you look up new paris mobile capabilities for new world work in this is a recorded overview of all the uh features and out-of-the-box apps that we have as of today um definitely check out this webinar really good lots of information and uh we definitely talk about how safe workplace plays a part in this as well so definitely check this out um and this can actually you can access this on the official service now website just go to events and then under events you have on-demand webinars and it's called new paris mobile capabilities okay so with that i think we're out of time um thank you everyone uh for joining us today for another mobile app academy i hope you found this session super informative and helpful if you have any other questions feel free to keep posting on our mobile community site um we will still be active on that and also it will give us feedback on other topics and configurations that we can explore in future app academies um if they are safe workplace specific please post them to our coven 19 community site where those gurus will be much more helpful um if you found our powerpoint that we were showing earlier helpful we'll also post that on mobile community in a few days as well as the link to this recording one last mention today's session is the last mobile academy for the year as we ramp up ramp down for the holidays um however we'll kick it off again at the beginning of next year and you know we'll have a whole lot more exciting topics on our agenda and we can't wait to share them with you until then please continue following our mobile community site to get the latest dates and information thank you for joining today's session and i hope to see you in a couple months at the next mobile academy cheers everyone
https://www.youtube.com/watch?v=YXo2p8ZhKbE