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Description

In the New York agent app, we must configure grouped lists by manually making the records in the tables. 

Release or Environment

New York

Resolution

This is an example of how to create a grouped by list for Agent Mobile in New York. In this example, we to create a list of catalog tasks that are grouped by the assignment group field.

In the ITSM Mobile scope.

  1. Create a new Applet. Save to be used at a later step.
         - Name: Group Selected
         - Screen Type: List Screen (Group By) OK.
         - Navigate to sys_sg_screen
         - Click new

    2. Create a new data item to the table you would like to group by and add some filter conditions.
          - Navigate to sys_sg_data_item and create a new data item
          - Table: sc_task
          - Name: x1_data_item_sc_task_unassigned_grouped
          - Conditions: Active, assigned to is empty.
          - Group By: Assignment Group 

    3. Create a new item view.
          - Navigate to sys_sg_item_view and create a new view.
          - Name: x1_item_view_Active Unassigned Catalog Tasks
          - Table: sc_task
          -  Item view JSON:
    {"Type":"ViewGroup","Margin":{"Top":0,"Bottom":0},"Orientation":"Horizontal","Alignment":"Stretch","Distribution":"Auto","Children":[{"Type":"Text","Margin":{},"Text":"PLACEHOLDER","CellId":"sys_group_by","TextColor":"#293e40","TextAlignment":"Left","MaxLines":2,"Font":{"Weight":"regular","Size":16},"Id":22123},{"Type":"Text","Margin":{"Right":8},"Text":"9999","CellId":"sys_count","TextColor":"#7d8a8c","TextAlignment":"Right","MaxLines":1,"Font":{"Weight":"regular","Size":14},"Id":22124},{"Type":"Text","Margin":{},"Width":20,"Text":"","TextColor":"#a7b0b2","TextAlignment":"Right","MaxLines":1,"Font":{"Weight":"regular","Size":14,"Name":"icomoon"},"Id":22125}],"Height":68,"Id":28090}

    4. Create a button (function)

          - Name: Open Catalog Task Screen By Assignment Group
          - Navigate to sys_sg_button
          - Type: Navigation
          - Context: Global
          - Destination screen (Ref): Group Selected
          - Auto-redirection: True/Checked

    4A. Create a new list screen
          - Navigate to sys_sg_screen
          - Click New
          - List Screen
          - Name: SCREEN2

    5. Create a UI parameter:
          - Navigate to sys_sg_ui_parameter table
          - Click New
          - Name: sc_task AG Item Parameter
          - In the screen file, select the screen from step 4A (Screen2)

    6. In the function created on step 4 go to the "Redirection destination fields" related list.
          - click new
          - Destination UI parameter (Ref): sc_task AG Item Parameter
          - Table is sc_task
          - Type: Field
          - Source field: assignment_group

    7. Create an item Stream
          - Navigate to sys_sg_item_stream
          - Click new
          - Name: x1_item_stream
          - Data item (Ref): x1_data_item_sc_task_unassigned_grouped (from step 2)

    8. Create an Item stream Segment
          - Navigate to sys_sg_item_stream_segment
          - Click new
          - Name: x1_item_stream_segment
          - Screen from step 1
          - In the item Stream M2M Segment add the item stream from step 7. x1_item_stream.

    8A. Add the item stream segment from step 8 to the List screen from step 1.

    9. Create a master Item.
          - Navigate to sys_sg_master_item.
          - Click New.
          - Name: x1_sc_task_master_item
          - Item View from step 3
          - Table: sc_task
          - Save

    10. Add the master item from step 9 to the item stream from step 7.


    11. Create a form Screen. From within the master Item in step 9.
          - Click the reference icon next to the "Embedded Screen" field.
          - Click New on the popup
          - Forms Screen option
          - Ok
          - Name: x3_Screen3
          - Icon: Any (you can make your own as well)
          - Save

    12. Create a details screen
          - Navigate to sys_sg_details_screen
          - Name: Details 3
          - Table sc_task
          - Any icon
          - Save

    13. From the details screen, add fields to be seen on the form
          - Navigate to "Screen fields" related list
          - Click new
          - Add the fields needed.

    14. Add a form Screen segment
          - Navigate to sys_sg_form_segment
          - Click New
          - Add the embedded screen from step 12


    15. Create an item stream M2M segment
          - Navigate to sys_sg_item_stream_m2m_segment
          - Click new
          - Add the item stream from step 7 (x1_item_stream)
          - Add the segment from step 8 (x1_data_item_sc_task_unassigned_grouped)

    16. Create an item stream M2M Master Items
          - Navigate to sys_sg_item_stream_m2m_master_item
          - Click New
          - Add the item stream (x1_item_stream)
          - Add the Master Item (x1_sc_task_master_item)

    17. Create a new function instance
          - Navigate to the master item created in step 9
          - In the related list "Func Instances belonging to Master Item" Click New
          - Name: Open Catalog Tasks By Group
          - Parent and Parent table field should be filled if you made this record from the master item related list
          - Function: Function made in step 4. (Open Catalog Task Screen By Assignment Group)
          - Label: Open Catalog Tasks By Group
          - Function: List item

    18. Create a new Data item
          - Navigate to sys_sg_data_item
          - Name: x2_data_item_sc_task_selected_group
          - table: sc_task
          - condition: active is true, assigned to is empty
          - Save

    19. In the form for a new data item from step 18
          - After the save a related list should show.
          - Click new in the "Item parameters belonging to data item"
          - Name: sc_task AG Item Parameter.
          - The rest of the fields should be already filled.

    20. In the sys_sg_data_item form created in step 18.
          - Add query condition
          - assignment group is [ sc_task AG item parameter made in step 19 ]
          - save

    21. Create an item view
          - Navigate to sys_sg_item_data
          - Click New
          - Name: x2_item_view_Unassigned items (Selected Group)
          - Item view JSON:
    {"Type":"ViewGroup","Margin":{"Top":17,"Bottom":15},"Orientation":"Vertical","Alignment":"Stretch","Distribution":"Auto","Children":[{"Type":"ViewGroup","Orientation":"Horizontal","Alignment":"Stretch","Distribution":"Equal","Children":[{"Type":"ViewGroup","Margin":{"Right":12},"Orientation":"Vertical","Alignment":"Left","Distribution":"Auto","Children":[{"Type":"Text","CornerRadius":2,"BackgroundColor":"#f1f1f1","Height":21,"Width":100,"Margin":{},"studio_template_field_id":"E1","Text":"","CellId":"state","TextColor":"#293e40","TextAlignment":"Center","MaxLines":1,"Font":{"Weight":"semibold","Size":13},"Id":11566}],"Id":42845},{"Type":"ViewGroup","Margin":{},"Orientation":"Vertical","Alignment":"Right","Distribution":"Auto","Children":[{"Type":"Text","Margin":{},"studio_template_field_id":"E2","Text":"","TextColor":"#7d8a8c","TextAlignment":"Right","MaxLines":1,"Font":{"Weight":"regular","Size":13},"CellId":"number","Id":3907}],"Id":42846}],"Id":12259},{"Type":"Text","Margin":{"Top":9},"TextColor":"#293e40","TextAlignment":"Left","MaxLines":2,"Font":{"Weight":"regular","Size":18},"studio_template_field_id":"E3","Text":"","CellId":"short_description","Id":22124},{"Type":"ViewGroup","Orientation":"Vertical","Alignment":"Left","Distribution":"Auto","Children":[{"Type":"ViewGroup","Margin":{"Top":9},"Orientation":"Horizontal","Alignment":"Center","Distribution":"Auto","Children":[{"Type":"Text","Margin":{"Right":8},"studio_template_is_label":true,"studio_template_field_id":"E4","TextColor":"#7d8a8c","TextAlignment":"Left","MaxLines":1,"Font":{"Weight":"regular","Size":13},"Text":"${request.requested_for}","Id":3091},{"Type":"Image","CornerRadius":11,"Height":22,"Width":22,"Margin":{"Right":6},"studio_template_field_id":"E5","Scaling":"Fill","CellId":"request.requested_for.avatar","Id":38286},{"Type":"Text","Margin":{},"studio_template_field_id":"E4","Text":"","TextColor":"#293e40","TextAlignment":"Left","MaxLines":1,"Font":{"Weight":"regular","Size":13},"CellId":"request.requested_for","Id":3093}],"Id":34348},{"Type":"ViewGroup","Margin":{"Top":7},"Orientation":"Horizontal","Alignment":"Center","Distribution":"Auto","Children":[{"Type":"Text","studio_template_is_label":true,"studio_template_field_id":"E6","TextColor":"#7d8a8c","TextAlignment":"Left","MaxLines":1,"Font":{"Weight":"regular","Size":13},"Margin":{"Right":8},"Text":"${due_date}","Id":9763},{"Type":"Text","Margin":{},"studio_template_field_id":"E6","Text":"","TextColor":"#293e40","TextAlignment":"Left","MaxLines":1,"Font":{"Weight":"regular","Size":13},"CellId":"due_date","Id":9764}],"Id":34349}],"Id":12261}],"studio_card_id":"9599488923452300a8ed7f4fc7bf652e","Id":28090}
          - Table: sc_task

    22. Create a new item stream segment
          - Navigate to sys_sg_item_stream_segment
          - Click new
          - Name: x2_item_stream_segment
          - Screen: Screen 2 from step 22.

    23. Create a new Item stream
          - Navigate to sys_sg_item_stream
          - Name: x2_item_stream
          - Data item (Ref): x2_data_item_sc_task_unassigned_selected_group (from step 18)

    25. Create a form screen
          - Navigate to sys_sg_screen
          - Click new
          - List screen
          - Name: Screen2

    25A. Add the item stream segment from step 22 to the screen made in step 25.

    25B. Add the screen made in step 25 to the button made in step 4.

    25C. Add the parameter made in step 5 to the list screen made in step 25.

    25D. Add the UI parameter made in step

    26. Create a form Screen
          - Navigate to sys_sg_screen
          - Name: x4_screen_selected_record_detail

    27. Add the screen from step 26 to the master item from step 9

    27A. Add the form screen from step 26 to the form screen segment from step 14

    28. Create an item view
          - Navigate to sys_sg_item_view.
          - Name: x3_My groups unassigned task (by groups) item view
          - Table: sc_task
          - Item view JSON:
    {"Type":"ViewGroup","Margin":{"Top":0,"Bottom":0},"Orientation":"Horizontal","Alignment":"Stretch","Distribution":"Auto","Children":[{"Type":"Text","Margin":{},"Text":"PLACEHOLDER","CellId":"sys_group_by","TextColor":"#293e40","TextAlignment":"Left","MaxLines":2,"Font":{"Weight":"regular","Size":16},"Id":22123},{"Type":"Text","Margin":{"Right":8},"Text":"9999","CellId":"sys_count","TextColor":"#7d8a8c","TextAlignment":"Right","MaxLines":1,"Font":{"Weight":"regular","Size":14},"Id":22124},{"Type":"Text","Margin":{},"Width":20,"Text":"","TextColor":"#a7b0b2","TextAlignment":"Right","MaxLines":1,"Font":{"Weight":"regular","Size":14,"Name":"icomoon"},"Id":22125}],"Height":68,"Id":28090}

    29. Create a master item

          - Navigate to sys_sg_master_item
          - Name: x2_master_item_selected_group
          - Add the item view from step 28
          - Add the screen from 27

    30. Create an item view
          - Navigate to sys_sg_item_view.
          - Name: x4_unassinged detail item vie
          - Table: sc_task
          - Item view JSON:
    {"Type":"ViewGroup","Margin":{"Top":17,"Bottom":15},"Orientation":"Vertical","Alignment":"Stretch","Distribution":"Auto","Children":[{"Type":"ViewGroup","Orientation":"Horizontal","Alignment":"Stretch","Distribution":"Equal","Children":[{"Type":"ViewGroup","Margin":{"Right":12},"Orientation":"Vertical","Alignment":"Left","Distribution":"Auto","Children":[{"Type":"Text","CornerRadius":2,"BackgroundColor":"#f1f1f1","Height":21,"Width":100,"Margin":{},"studio_template_field_id":"E1","Text":"","CellId":"state","TextColor":"#293e40","TextAlignment":"Center","MaxLines":1,"Font":{"Weight":"semibold","Size":13},"Id":11566}],"Id":42845},{"Type":"ViewGroup","Margin":{},"Orientation":"Vertical","Alignment":"Right","Distribution":"Auto","Children":[{"Type":"Text","Margin":{},"studio_template_field_id":"E2","Text":"","CellId":"number","TextColor":"#7d8a8c","TextAlignment":"Right","MaxLines":1,"Font":{"Weight":"regular","Size":13},"Id":3907}],"Id":42846}],"Id":12259},{"Type":"Text","Margin":{"Top":9},"TextColor":"#293e40","TextAlignment":"Left","MaxLines":2,"Font":{"Weight":"regular","Size":18},"studio_template_field_id":"E3","Text":"","CellId":"short_description","Id":22124},{"Type":"ViewGroup","Orientation":"Vertical","Alignment":"Left","Distribution":"Auto","Children":[{"Type":"ViewGroup","Margin":{"Top":9},"Orientation":"Horizontal","Alignment":"Center","Distribution":"Auto","Children":[{"Type":"Text","Margin":{"Right":8},"studio_template_is_label":true,"studio_template_field_id":"E4","Text":"${request.requested_for}","TextColor":"#7d8a8c","TextAlignment":"Left","MaxLines":1,"Font":{"Weight":"regular","Size":13},"Id":3091},{"Type":"Image","CornerRadius":11,"Height":22,"Width":22,"Margin":{"Right":6},"studio_template_field_id":"E5","CellId":"request.requested_for.avatar","Scaling":"Fill","Id":38286},{"Type":"Text","Margin":{},"studio_template_field_id":"E4","Text":"","CellId":"request.requested_for","TextColor":"#293e40","TextAlignment":"Left","MaxLines":1,"Font":{"Weight":"regular","Size":13},"Id":3093}],"Id":34348},{"Type":"ViewGroup","Margin":{"Top":7},"Orientation":"Horizontal","Alignment":"Center","Distribution":"Auto","Children":[{"Type":"Text","studio_template_is_label":true,"studio_template_field_id":"E6","Text":"${due_date}","TextColor":"#7d8a8c","TextAlignment":"Left","MaxLines":1,"Font":{"Weight":"regular","Size":13},"Margin":{"Right":8},"Id":9763},{"Type":"Text","Margin":{},"studio_template_field_id":"E6","Text":"","CellId":"due_date","TextColor":"#293e40","TextAlignment":"Left","MaxLines":1,"Font":{"Weight":"regular","Size":13},"Id":9764}],"Id":34349}],"Id":12261}],"studio_card_id":"7a51ef8123012300a8ed7f4fc7bf6539","Id":28090}

Article Information

Last Updated:2019-11-13 10:21:43
Published:2019-11-13