How to Use Mobile Version Screens

On the mobile version, mobile-friendly user interfaces (UIs) such as the navigation menu are provided. With these interfaces, users can easily access the information they need. This page explains how to use mobile UIs.

First Time Access

When you access the mobile UI for the first time, "Welcome to new Kintone mobile!" screen and the message "Tap to open the menu" are displayed.

Portal

The portal is displayed on the top page, like in the Desktop View. Under the announcement area, the list of apps and the list of spaces are displayed.
Tapping the app pasted in the announcement area will navigate you to the relevant app.
In the list of apps, favorite apps are displayed first. Likewise, spaces you have joined are displayed first in the list of spaces.
You can tap pin icon to add/remove apps to/from your favorite.

If you tap the menu icon , the navigation menu is opened.
By tapping the notifications icon , you can confirm notifications sent to you.

Navigation Menu

From any screen in Portal, App, and Space, you can tap the menu shown at the upper left side of the screen to open the navigation menu. You can easily access following items from the navigation menu.

• User Name
  Tapping the display name navigates you to the People screen.
• Create
  "Desktop View" (when accessed from Web browsers), "Help"and "Logout" are displayed.
• Reload (only for Mobile apps)
  You can reload the screen. This icon is displayed only on Mobile apps.
• Portal
  Portal screen is displayed.
• Assigned to Me
  App names in which you have to proceed the status and the number of assigned records are displayed.
• Search Kintone
  You can search all of Kintone.
• App
  In the list of apps, you can tap pin icon to add/remove apps to/from your favorite.
• Space
  The list of spaces is displayed.
• People
  The list of People (other users) is displayed.

Search

You can search all of Kintone like in the Desktop View. The search results screen displays results not only from apps and spaces, but also from attached document file contents. On the app screen, you can search inside the app.

Notification

The notification icon stays on the top right of each screen, so you can confirm your notifications at any time. The number of unread notifications is displayed over the notification icon.
You can confirm notifications while you are working in another screen, and go back to the original screen by tapping back . This feature is useful because you can check notifications without suspending your work.
In the notification screen, you can toggle between Read and Unread, and also can filter notifications by using "To Me", "Flagged", and "All" (or notification filters you created).
For details on notifications, see the description in Understanding Notifications on Mobile Devices.

Record View

You can show List, Calendar, and Custom views as in the Desktop View. On icons to open the record details, the number of comments are displayed. Also, you can switch between views and graphs by tapping tabs.

You can switch between views by tapping view names.

Record Details

In the record details screen, you can concurrently edit the record and input your comment.
The following menus appear on the bottom of the screen as their fixed position.

• Actions to proceed processes
• App actions
• Action menu for this record
• Previous record/Next record buttons
• Edit

Details on the menus on Record details are as follows.

App Actions

Next to the buttons to proceed the process, buttons for app actions are displayed. By tapping an action button, a target app is opened in a new tab and you can reuse the record contents.

Process Management

Before proceeding the process, a confirmation screen is displayed. You can confirm the flow after taking your action at a glance.

Action Menu for the App

Action menu for the app is displayed by tapping the app name. From the action menu, you can move to the top page of the app, or you can add/remove the app to/from your favorites.

Editing Records

You can edit records by clicking Edit on the bottom-right corner.

Action Menu for Records

You can perform following actions using the menu icon on the bottom-left corner.

• Delete records
• Copy Record Link
  You can copy the URL of the Record details, and paste it to Kintone or non-Kintone services.
• Share records
  You can share the URL of the Record details with non-Kintone apps and mails.
• Copy
• Add records

Search in App

From record view and record details screens, you can perform a search inside the app.
As in the Desktop View, records, record comments, and attachments are searched.
See "Searching Data"
Breadcrumbs (hierarchical list of links) are displayed in the Search in App screen, and you can easily go to the top page of the app (record view) and Kintone search screen.

Space

In Space, you can use the following features:

• View Announcement (Space body)
• View threads and post comments
• Use apps in the Space
• See members of the space on People tab
• Use apps and spaces that are added in Related apps & spaces.
• Search in spaces
  As in the Desktop View, spaces, threads, thread comments, records and record comments in apps in the space, and attachments are searched.
  See "Searching Data"

There are some restrictions you can do on the Desktop View but cannot on the Mobile-optimized view such as setting spaces and adding threads.

The following components are displayed on Space tab.

• Notices
• Threads
• Apps (if there are any apps that users are allowed to view in the space)
• People
• Related apps & spaces (if there are any Related apps & spaces that users are allowed to view in the space)

If no tab appeared even if you added related apps & spaces, scrolling the tab name to left shows them.