Create Nearby Activities Buttons with Auto-Filters

You can create multiple Nearby Activities buttons to launch different filter views to guide mobile workers toward activities that meet specific criteria. This feature also helps you limit the nearby activities displayed within a list and on a map. You configure the buttons with predefined or ad-hoc filters and these filters are automatically applied to the activities list or map. For example, you can configure buttons to display the activities for which SLA is ending in three days, or activities that are of high priority. This topic describes how to create the SLA End button on the Activity List page for the Technician user type.

Prerequisite: Create a custom filter named SLA End, where the condition is SLA Window End (sla_window_end] is less than 5 days. Assign this filter to the Technician user type.

1. Click Configuration > User Types.
2. Select the Technician user type.
3. Click Screens > Activity.
4. Click Activity List.
5. Click Click to add.
6. On the Add button dialog box, click Standard action screen in the Screen type field.
7. Select the check box next to Nearby Activities and click OK.
8. In the Name section, add SLA End and click Save name.
   The name of the button now shows as SLA End.
9. Click Add new visibility and then click Save.
   Read-only visibility is selected.
10. In the [Nearby Activities] Parameters section click Add new.
11. On the Add parameter dialog box select SLA End and then click Save.
    Mobile Workers can now see the SLA End tile on the landing page.