Add Saved Searches to the Mobile Inbox

While administrators can define saved searches to display in the inbox of the mobile apps for their entire domain, the Mobile section allows individual users to manage their inboxes. Any saved searches added for the entire domain by the administrator will display here, but users can remove any that they do not wish to display in their inbox. Likewise, users can add saved searches that they want displayed in their individual inboxes.

NOTE: Administrators manage which saved searches are displayed for their entire domain in Preferences > Mobile. See Configure Mobile Preferences for more information.

PREREQUISITES:

  • Saved searches must be created before they can be added to the mobile inbox. See Create a Saved Search in the Office/Tablet 15.4 for AMS Guide for more information.
  1. From either the home page or the General tab, click User Preferences.

TIP: If a user is not licensed for Designer, they can access this page by clicking User Settings from the user menu.

  1. Click Add to add a saved search.

  1. Select Work Order, Service Request, Inspection, or Permit to view a list of saved searches.

  1. Select a saved search from the list.

TIP: You can use <Shift + click> or <Ctrl + click> to select multiple saved searches.

  1. Click Add.
  2. To remove a saved search, select the desired saved search and click Remove.

NOTE: DesignerAdmin automatically saves the changes you make. A notification that says Data Saved appears in the top-right corner when you make changes to the page. You will see a progress bar in the top-right corner that says saving.