You can use permission group to determine which fields in the job time mobile the user should see.
In Mobile Flow you control which fields a user sees in the job time mobile by assigning a permission group. If a user only has access to job time, the materials section stays hidden when they open a job. You set this up under the resource, where you assign a flow permission group and define exactly what that group can do.
You configure permission groups in the Mobile Flow user setup. You start from the user, follow through to the resource, and assign the flow permission group there. The permission group definition then lists which actions are allowed, for example job time only, or both job time and materials.
You can add separate lines for each type of access. A line for time gives access to job time, and adding a line for material gives access to both. You can also set up specific smaller actions that the user should be able to perform.
Controlling field visibility in the job time mobile
The permission group decides which fields show up when the user opens a job in the mobile app. If you set up a permission group that only includes job time, the user opens the job and sees the job time access but not the material section. This is useful when you don’t want a user to register anything on materials for a job. You create a role that only allows job time and assign it to that user.
Setting up a permission group in Mobile Flow user setup
You make these changes in the Mobile Flow user setup. From there you follow through to the resource. On the resource you find the flow permission group field, where you assign the relevant permission group, for example a job permission group.
To define what the permission group contains, you open it from the list and go into the permissions. In a job time only setup, the group is set up for job time and materials for time. You can add another line for material so the group covers both, and you can add specific actions the user should be able to perform.
Giving a user full access
If you switch the permission group back to one that includes everything, the next time the user opens the job mobile they have access to all fields and functions.
Q&A
How do you control which fields a user sees in the job time mobile?
You assign a permission group to the user. The permission group determines which fields and sections appear when the user opens a job in the mobile app.
How do you prevent a user from registering materials on a job?
You create a permission group that only includes job time and assign it to the user. When they open a job, they see the job time access but not the material section.
Where do you set up permission groups in Mobile Flow?
You set them up in the Mobile Flow user setup. You follow through to the resource and assign the flow permission group there, then define the allowed actions in the permission group’s permissions.
How do you give a user access to both job time and materials?
You add a line for material in addition to the line for time in the permission group. This gives the user access to both.
How do you give a user full access to everything?
You assign a permission group that includes everything. The next time the user opens the job mobile, they have access to all fields and functions.