Configure platform applications

Platform applications host Web and mobile app views.

Overview

Create a platform application and configure separate Web and mobile app views. Use one to provide a dedicated workspace for sales, channel, or operations teams.

Before you begin

IMPORTANT

• You need System Administrator permission.
• Identify the applicable employees, departments, or roles.
• Configure required custom pages and charts first.

Create a platform application

1. Go to Setup > App Center Management > App List.
2. Click New Platform Application.

3. Enter an Application Name of up to 10 characters.
4. Select or upload an Application Icon.
5. Enter the Feature Introduction.
6. Select the Applicable Scope.
7. Click Save.

Field reference

Field	Description	Recommendation
Application Name	User-facing name, up to 10 characters.	Use a short team-friendly name.
Application Icon	Icon shown at the application entry.	Match the business purpose.
Feature Introduction	Application purpose and features.	Identify the roles or Business Scenario.
Applicable Scope	Employees, departments, or roles that can see the application.	Start with a pilot team.

Configure a Web app view

1. Open the Web App View tab and click New Template.

2. Enter the template name, a priority from 0 to 9, the Applicable Scope, and the Page Layout.

3. Select menus.

4. Add up to three scenarios, tools, schedules, or tasks to the toolbar.

5. Add page components and click Save.

Web app view configuration reference

Setting	Description
Template Name	Required name of the Web app view.
Template Priority	The highest applicable priority loads first. Higher numbers have higher priority.
Applicable Scope	Controls visibility by employee, department, or role.
Page Layout	The original product material lists five layouts.
Toolbar	Add up to three scenarios, tools, schedules, or tasks.
Global Search	Global Settings control availability and search-box style.

Configure a mobile app view

1. Open Mobile App View and click New Template.

2. Enter the name, priority, and scope. Select a single-page or bottom-navigation layout.

3. Configure components and click + in the bottom navigation.

4. Select an object or page entry and click Save.

Mobile app view configuration reference

Keep frequently used entries in bottom navigation. The editor contains a component list, canvas, Global Settings, and Component Settings.

Enable and maintain the application

Use Enable, Edit, or Delete from the application list.

WARNING

Deleting a platform application also deletes its configuration. Confirm that employees no longer use it.

Expected result

Employees in scope can open the application and its configured Web or mobile view.

Related topics

• Configure CRM application views
• Configure custom menu items
• Interface customization capability map