The Mobility Manager widget is a pre-built/standard widget which can be added to a Landing Experience Dashboard to Create New Case Records, to View/Edit Existing Case Records and/or Create New Authorizations.
To add a Mobility Manager widget to a Landing Experience Dashboard, edit an existing LE Dashboard, add a widget, and select Mobility Manager from the Pre-Built widgets.
On the Configure Mobility Manager Widget side panel, enter a title for the Mobility Manager widget, and select a color on the Theme field. Select whether to allow Authorization Templates on the widget by checking the box. If enabled, new tiles for authorization templates will appear under a section titled 'Start a new authorization'.
Note - specific authorization templates can be hidden from the Mobility Manager Widget, regardless of whether the Allow Authorization Templates tick box is checked.
Drag and re-size the widget on the LE Dashboard grid, and click on
to finalize the Mobility Manager widget.
Opening the Mobility Manager Widget from a Data Table Widget
Opening the Mobility Manager widget can be done from a Data Table Widget by adding the following SQL field in its backing user report.
The SQL Formula in the screenshot needs to be added, with the Column Caption of EQ_OPEN_EDIT_MOVE_WIDGET.
will appear next to the records shown on the Data Table widget in the Landing Experience Dashboard.
The "View/Edit an Existing Record Modal" can appear by clicking on
Thing to Note
Appropriate security rights to the Assignment screen must be given to users' roles to create and view these Case Records/Create Authorizations
If a company does not have any authorization templates, or the user accessing the widget doesn't have access to the Authorization page, then no tiles will appear on the modal in the widget.