Where is the Self Service Mobile role in 2016.1?

Version 1

    Details

    We do not have the Self Service Mobile role in 2016.1.  Where is this and how do we get it?


    Resolution

     

    Creating a Self Service Mobile Role

    If you are using a version of HEAT prior to version 2016.1 you may need to create the role using the following procedures. For versions of HEAT beginning with 2016.1 the SelfServiceMobile role is available, but may need to be implemented or assigned to users.

    Role Detail Selection

    A new check box option New Self Service UI, is available on the Role Details page.

    Access the page from the Configuration console > Settings pane, select Configure > Users and Permissions > Roles and Permissions > Role: <any role>. The check box, if selected, allows any role to access the Self Service Mobile UI. However assigning the option to another role may cause unwanted behavior. It is recommended that you create a specific SelfServiceMobile user role and assign the web access only to that role. See the following information on how to create and implement the role.

    Create the Self Service Mobile Role

    Use the following steps to create a Self Service Mobile role that can be used to access the web-based application. Once the role is created, edit the WebSelfService.New and WebSelfService.Edit Incident forms, to ensure that they allow the appropriate views.

    1.From the Configuration Console, click Configure > Users and Permissions > Roles and Permissions.
    2.Find the SelfService role in the Role Name column and click Clone in the Action column.
    3.At the Clone Role dialog box, enter SelfServiceMobile (with no spaces).

    Check the spelling. Once entered, the role name cannot be changed.

    4.Click the newly created SelfServiceMobile role to go to the Role Details page.
    5.Check New Self Service UI. This checkbox enables access to the Mobile web pages

    6.Click Save.

    You can add this new role to any group, or assign it to any users who need to access Self Service options from a mobile device.

    Editing the Incident.WebSelfService.New Form

    1.From the Configuration Console, click Configure > Business Objects to open the Business Objectsworkspace.
    2.Open the Incident business object.
    3.Click Forms from the toolbar, then click Incident (Incident.WebSelfService.New) to open the form.
    4.Click the Summary field to select it.
    5.From the Control Properties tab, set the Width parameter to 21.
    6.Click the Description field to select it.
    7.From the Control Properties tab, set the Width parameter to 21.
    8.Click Save.

    Editing the Incident.WebSelfService.Edit Form

    1.From the Configuration Console, click Configure > Business Objects to open the Business Objectsworkspace.
    2.Open the Incident business object.
    3.Click Forms from the toolbar, then click Incident (Incident.WebSelfService.New) to open the form.
    4.Click the Activity History field and then click Delete to delete the field from the form.
    5.From the left pane, click Other, and then drag Related Object List on to the form.
    6.Ensure that the Related Object control is in its own row, and drag it to move it if needed.
    7.Select or set the following properties for the related object list from the Control Properties tab:
    NameValue
    Height2 em
    Label PosOn the top

    Style

    Default
    Tab Index1
    Width35 em
    8.Click Flex Settings to open the Related Objects List dialog box and modify the following settings:
    NameSetting
    OperationsCheck Multi-Select. (Uncheck all other options.)
    Show Items asSelect Shrink to fit from the drop-down list.

    Types

    Select Journal#Notes
    Type Configuration: [Journal#Notes]
    Show as

    Select Custom. Then enter the following code:

    <div>

    <p>

    {CreatedDateTime:date(_$R("m/d/Y g:i A"))} &nbsp&nbsp&nbsp

    <FONT COLOR="#2286BB">{Subject}</FONT>

    </p>

    </div>

    Item ClickSelect Open Form.
    View FormSelect Journal Notes (Journal Notes).
    9.Click Save from the dialog box.
    10.Click Save.