Creating records

Creating a record

There are two ways to create a record in the Mobile App:

1. Using the Add new Record option from the main menu.

2. If you have a file on your mobile that you want add to Mobile App as a record, use the share functionality of your mobile and select the Content Manager Mobile App from the displayed options.

Using Add new Record option

To create a record using Add new Record option, perform the following steps:

1. In the main menu, select Add new Record.

   The Record entry form is displayed.

2. Select a Record Type or Check In Style.

   NOTE: Currently, only simple document record type without any customization or additional fields is supported.

   Check In Style

   The Check In Styles created in Content Manager client can be made available in the Mobile App. For the Check In Styles to be available in Mobile App, make sure that in the Content Manager client System Options > Features tab, the option Cell App is enabled and when you create Check In Style in the Content Manager client, the option Suitable for Mobile App is enabled in the Processing tab.

   This is because, currently, the Mobile App does not support additional or custom fields and if the newly created Check In Style requires these fields then this new Check In Style will not be supported. Hence, enabling Suitable for Mobile App option, performs a check that these unsupported fields are not part of the Check In Style.

3. Enter a title for Record Title.

   Based on the Record Type or Check In Style you choose, few more fields may be displayed for you to enter details or may already be filled with default value.

4. Enter the container name in the Container or click KwikSelect to search for the container.

5. Click the document icon or camera icon for Add attachment option to add a file or a photo.

   NOTE: This is a mandatory field. You cannot create a flat record using Mobile App.

6. Click Save to add the new record.

The record is created and its properties are displayed.

Using Share functionality of mobile

You can use Share functionality to add to existing record or create a new record. In Android, you can share files, videos and photos from My Files, Gallery, or Photos whereas in iOS, you can only share from Files.

To add to existing record, perform the following steps:

1. On your mobile, navigate to location where the file, photo, or video is stored. Select and hold the file or photo to display the menu items, and then select Share.

2. Select the Content Manager Mobile App from the list of applications that is displayed.

   The Mobile App is opened with the following options:

   1. Add to existing record

   2. Add to new record

3. Perform one of the following:

   1. Add to existing record

      1. Search for the record you want to share the file, photo or video with using the search bar or select a record from Recent Documents or Favorites.

         You can attach to only those records that are available in result list of Recent Documents, Favorites, and Search menu items.

         NOTE: The records with Edit Status as Checked Out, Manage in Place, or Finalized are not displayed in the result list for adding to existing record option.

         At this stage, in the result list, if you click Back, then a message is displayed if you want to cancel this operation and add to new record instead. If you click No in the message, the current Mobile App session is terminated. If you click Yes, record entry form will be displayed to add to new record.

         You can also add to an existing record within a container. In the result list, navigate to the container and select the record you want to add or attach to.

      2. A confirmation dialog is displayed. Click Yes to update the record with the attachment.

         The revision of the record is incremented or the attachment is replaced depending on the Record Type settings in the Content Manager client.

         If the option to increment the revision is set, then the revision number will be increment for the record. If the option to replace the attachment is set, then the attachment will be replaced.

         The record properties are displayed.

   2. Add to new record

      The record entry form is displayed. See Using Add new Record option.

Adding an Attachment for a record

To add an attachment to the record, perform the following steps:

1. Navigate to the record's properties page and click

2. Select Add Attachment.

   A pop is displayed with two options - Camera and Attachment.

3. Click Camera, you can take live picture and attach it to the record or click Attachment, you can attach a file, or video to the record.

   Based on the options set in the Content Manager client, either the revision of the record is increment or the attachment is replaced with the new one.

Creating a record with large attachment

To create a record with large attachment, you need to add the maxRequestLength="2048576" attribute in Web.config file located at Content Manager install folder (for example, C:\Program Files\Micro Focus\Content Manager\Service_API).

To add the maxRequestLength="2048576" attribute, perform the following steps:

1. In Content Manager client, navigate to Service_API folder.

2. Open the Web.config file in a text editor.

3. Locate the <httpRuntime> tag and add the maxRequestLength="2048576" attribute.

   For example,

   <httpRuntime 
   requestValidationMode="2.0" 
   targetFramework="4.7.2" 
   maxQueryStringLength="8192" 
   maxRequestLength="2048576" />

4. Save and close the Web.config file.