Mobile Forms

A Mobile Form is a simplified version of a CSM Form that is optimized for Cherwell Mobile Users accessing CSM on a mobile device.

Like all CSM Forms, a Mobile Form is a graphical representation of a Business Object that is used to view and input data using controls (ex: Text boxes, drop-down, buttons, etc). However, instead of a complex layout with configurable controls, a Mobile Form simply lists:

• Sections: Configurable headers that organize Fields.
• Fields: A subset of Fields that are useful when accessing a Business Object from a mobile device.

For example, the Incident Mobile Form might display only:

• Limited general details: ID, Customer, Description, and Priority.
• Categorization Fields: Service, Category, and Subcategory.
• Task Fields: Title, Owner, and Status.
• Resolution Fields: Closed By and Closed Date.

  Android iOS

CSM provides an OOTB Mobile Form for several standard Business Objects (ex: Incident, Problem, Change, Task, and Customer-Internal). You can use these Mobile Forms as-is, edit them, or create your own using the Edit Mobile Form window in CSM Administrator (Blueprint operation).