Mobile App 25.1 Help

# Creating records

## Creating a record

You can create a record in the Mobile App using one of the following methods:

1. Using Add new Record option.

2. Using Share functionality of mobile.

NOTE: You cannot create a flat record using Mobile App. A record must have an electronic document attached to it.

### Using Add new Record option

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

1. Select Add new Record from the Menu.

   The Record entry form is displayed. The mandatory fields are indicated by (*).

2. Select a Record Type or Check In Style.

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

   Record Type or Check In Style

   The Record Type or the Check In Styles created in Content Manager client is 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 down arrow and the container from the list.

5. Click Add for Attachments option to add Files, Photos, Videos, Take photo, or Take video.

6. Click Save to add the new record.

   A status message is displayed in the snackbar.

The record is created and record properties are displayed.

Click More option, the context menu is displayed. You can view the attachment, edit properties, remove properties, add an attachment and so on. See Context menu.

### Using Share functionality of mobile

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.

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 create a record using Share functionality, perform the following steps:

IMPORTANT: Adding to existing record option is available only for the users with Modify Record permission.

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 Favourites.

         You can attach to only those records that are available in result list of Recent Documents, Favourites, 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.

      2. From the record list that is displayed, click on the record you want to attach the document.

         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.

      3. A warning message is displayed that the new attachment will replace the existing one. Click Continue to replace.

         A status message is displayed in the snackbar.

         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.

NOTE: Known limitation for Share functionality (Android Only)

1. User is directed to Microsoft log in page after completing the share operation in the following scenarios:

   - First scenario - User is logged out of Content Manager Mobile App and Content Manager instance is open (meaning its minimized). If user shares photo/doc using either Add to New record or Add to Existing record option, user completes the Content Manager Mobile App log in process, completes the sharing process as well, then user is navigated to Microsoft log in page. When user closes the Microsoft log in page, user is again allowed to share.

   - Second scenario- User is logged out of Content Manager Mobile App and Content Manager instance is closed (meaning the instance is killed). Now user shares photo/doc, user completes the Content Manager Mobile App log in process. Now the user is redirected to Microsoft log in page and not the Content Manager Mobile App home page. Now if the user closes the Microsoft log in page, the user will be allowed to continue with the sharing process.

2. User is logged out of Content Manager Mobile App and Content Manager instance is open (meaning its minimized), if user shares photo/doc using either Add to New record or Add to Existing record option, user is on either Create New Record or Search for record page, and uses the Phone's back button, the Content Manager Mobile App closes.

## Adding an Attachment to a record

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

1. Navigate to the record properties page and click More option.

2. Select Add an Attachment option from the context menu.

3. Select one of the options - Files, Photos, Videos, Take photo, or Take video.

   For Files, Photos, and Videos, navigate to the place in your mobile and select the item to be attached with the record.

   For Take photo and Take video, the camera of your mobile is opened. The photo or video taken will be attached with the record.

4. A warning message is displayed that the new attachment will replace the existing one. Click Continue to replace.

   A status message is displayed in the snackbar.

   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.

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Version 25.1 | Last updated January 2025
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Product: Content Manager Mobile App 25.1

Topic Title: Creating records