Server-side Configurations
The Installed Base App is a field-ready mobile application that requires no additional configuration for use in the field. However, you can configure various aspects to better suit your business needs and operational efficiencies. The app's functionality depends on how you configure profiles, access to objects and records, layout, attachments, technical attributes, and other necessary settings. These configurations are done once on the server for each required group profile and are then downloaded to all devices running the Installed Base App.
Only active group profiles are considered for Installed Base App setup configurations. If a group profile is in inactive state, it will not be displayed as an option in the drop-down menu for selection, hence you cannot configure Installed Base App setup configuration for that profile.
The Installed Base App includes the following server-side configurations, which you must set up to use the app within the Field Service App:
• Layout : Determines the SFM edit process used to view and edit Installed Product and Location records
• Filters : Display only those installed products that match specific criteria in the IB tree.
• Search: Allows local searches for specific installed product records associated with the selected account.
• Attachments: Enables viewing, downloading, and uploading attachments related to Installed Product or Location records.
• Technical Attributes : Defined as templates for a Product, Product Line, or Product Family, and applied to installed products belonging to them. Technical Attributes enable you to record, update, view, and track attribute values of an installed product record.
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If you are configuring the Installed Base App for the first time, refer to the Getting Started section for more information.
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