Configure a Standard Action Screen for Inventory Actions

If your mobile workers use inventory to complete the activities assigned to them, you must add the required buttons to the Equipment page. These could be buttons that open the pages such as Install and Deinstall. You can also add the Update Inventory button to change inventory properties.

1. Click Configuration > User Types.
2. Select the User Type for which you want to add the inventory pages.
3. Go to Screen configuration and expand Application screens.
4. Click Add/Details inventory.
5. Drag the Button element to the required position.
6. Click Button and then click the pencil icon in the Standard action screen field.
7. Select the required inventory-related page, for example, install_inventory.
   To enable mobile workers to update customer inventory information when changes are required, you can create a new tab in the Add/Details Inventory layout. Drag the properties you want to edit into this tab. This will add the Update Inventory button (or the name you assign to the tab) on the Equipment Details page. Mobile workers can use this button to update the properties and save the changes.
8. Add the required visibility conditions for the page.
   For example, Activity type (aworktype) in (equal) Cardio Equipment Installation.
9. Click Save on the Visibility Settings dialog box.
10. Click Save on the Visual Form Editor.
    Users of the selected User Type can see the Install button on the Equipment page for the Cardio Equipment Installation type of activity. Further, users can see the button only when the basic conditions such as activating the route and starting the activity are fulfilled.