good morning everyone and welcome to mobile app academy this is our live building series where we show you how to build and configure mobile apps on the now platform my name is david ha and i'm an outbound product manager here at servicenow and i'll be your host for today's session also have ian kinder who's on the mobile team here and we want to give a warm welcome to everyone joining us live today if you are joining us for the first time welcome to the session our product experts are here to provide guidance best practices and answer any questions that come up along the way and we do host these academies every two weeks at 10 a.m pacific uh in which we do have these recordings posted to youtube um which you can find on the servicenow community channel as well just to point out a few resources if you're new to mobile we do recommend that you check out some of our self-announcement resources such as our mobile guide books and white papers all found on our community site and we have a plethora of other resources such as our labs mobile trainings on now learning and then a playlist to all of our previous app academies as well such as mobile agent quick start guides getting started with now mobile and then i believe we have over 40 academy videos now so lots of great content there and if you do like sessions like these our servicenow teams also do host other academies for hr service delivery platform foundations platform analytics virtual asian and many others and you can find those series in the respective community forums by navigating to those forum tabs okay and just to quickly review for today's session this will be a quick 30-minute session we'll start off with a quick five minute overview we'll jump into the exercise and today we're going to show you how you can quickly configure custom filters for your mobile list screens and then we'll open up to some q afterwards but with all that said let's go ahead and dive into our quick overview for today for mobile filters and if you aren't already aware multifilters is a feature that you can use to create customized filters on your list screens by default all of your list screens will allow users to be able to sort and filter by field selected in the header of your card um so those are gonna be you know those four five six fields that you have on the header view of the card but if those fields don't quite meet the requirements of your users let's say there's additional fields in the body of your list that you want to filter by or maybe there's just a select few that you want to be able to filter by you can actually build your own customized filtering experience using mobile app builder okay um so let me go and show you what today's exercise will look like uh and then i'll show you what the default experience will look like out of the box when you don't configure anything and then i'll show you how you can create your own custom filters okay so the use case for today is we're going to be working inside of the maya work launcher screen for the field service mobile app uh we have a critical work order test list that shows me all of my agents assigned tasks and in order for my field agents to quickly pull up any tasks that they need on this list i'm going to enable a few of these use cases here first is we're going to enable keyword search filter so that agents can quickly look up tasks using keywords or some sort of phrase that might look up the short description or any other field that might match okay second is we're going to enable a very common example which is a choice list example and so we're going to create a custom filter for the priority field so you can quickly look up um you know by critical tasks high tasks or and so forth and then last we're going to allow agents to quickly filter their list by scheduled start date um that way you know if you wanted to see all your tasks on a particular day or even like a date time range that is totally possible with these custom filters okay so let's go and get started i'm gonna show a new screen here let me do a new cast okay so now um i believe you should be able to see my screen now ian can you see both my mobile app and instance we can perfect okay so here is my critical task list which uh shows me all my assigned tasks for both critical and high you can see i have three tasks assigned to me um if i click on this filter this is actually an out of the box um filtering experience that will generate for any list um screen that you currently have um in your apps i haven't made any configuration these are available out of the box and basically it shows you all of the fields short description number location state these are all the fields that are on your card these are the exact same fields that will show on your filter experience now the user can't customize any of these on their own that's where the admin has to come in and if there's additional fields or maybe there's filters that you don't want on this that would all have to be configured by that okay so i'm going to show you a quick um example which we'll just have three uh fields we're going to filter by the priority field we're going to filter by schedule start date and then also enable keyword search so that you can look up any word and it'll pull up the tasks that are relevant to that okay so let's start with um keyword search uh to get started i'm gonna open up mobile app builder on my instance and i'm going to jump into the field service mobile scope okay so we'll go into field service mobile and what we're going to do here is we're going to look up this critical task list right for my screens so i'll just look up critical task and then open that up once we have this open up all i'm going to do is i'm going to scroll down to custom filters so you're going to notice that although we do have a default filtering experience it doesn't have any records um so when there is no record applied to custom filters you're going to get that default um philips screen experience that you see here now as soon as i create a new custom filter whatever i put here is going to override this current experience okay so i'm going to create a new custom filter here and you can name it whatever you want this is just a container so that we can populate our other filtering fields so let's call this you know my critical task um filter custom filter okay we can add a description if we want but i'm going to go and click save here i'm then going to need a filtering category i'm going to create a new filter category and we'll also call this um my vertical task category we can give this a label we'll do the same thing copy and paste and then it's gonna ask for the table that you want um to filter across which we want uh work order task and then we'll save okay so the real configuration comes in uh for this table here filter conditions for every field that you want to filter by you will need a filter condition for so we want three fields so we'll also need three filter conditions we'll start with the first one for uh [Music] keyword search so we're going to create a new filter condition and we will call this keyword search and we'll also call the label keyword search um and the condition type is going to be shrink right because the user is going to type in some sort of string or uh words um and then we'll save specifically for keyword search you're not going to need any condition fields since keyword search isn't really a field on the workload tasks table all you're going to need to pull in are two attributes uh we're going to create two attributes here the first one is going to be um display type and we're going to have to type a hard code a value here um and it's cap sensitive so this is something you need to watch out for so if for whatever reason your keyword search isn't working i would double check to make sure that the value is uh typed in correctly uh and i believe this display type is going to be um [Music] what was it oh text so display type this text and then operators keywords okay so we'll save this this is going to be our first attribute and then our second attribute let's go back to our filter conditions and creates a second attribute for um operator and value for this is going to be keywords capital k and then with an s if you works in lower cases k or even remove this s it won't work correctly so make sure that this is kind of verbatim okay and then we'll save so at this point we have a working filter and what the expected experience i should see is i'm going to have one single filter that will allow me to type in some sort of keywords here so i'm going to refresh my mobile app now and then we'll open up my critical task list and see this new filter experience okay so now as a user i can type in anything i want so let's say i don't know let's look up service and then apply um so i guess service wasn't enough let's do like you know rounder maintenance um this keyword search should have the same logic as zinc search and so you're gonna have a very similar experience um to zoom so let's call this router i mean it's and there you go so you know if your agent were to have dozens of records or hundreds even hundreds you would be able to quickly look up the tasks that you want based on those keywords okay so now let's go ahead and create our second filter um we're going to go back to our filter into our categories uh if i want a second filter i'll need to create that second filter condition okay so now let's create one for priority um i want to use priority as an example because choice lists are pretty common um fields that you'd want to apply so we'll call this prairie label priority the condition type for this is going to be choice list and then we'll save and then for priority you're actually going to need both the filter condition fields as well as the condition attributes so let's fill in the field first all we're doing here is making sure that it's pulling the priority field from the report task table and we're mapping it to this record here so we're going to create a new one this is going to be called priority it's going to ask what table it's pulling from it's work or test and then we want it to map to the party field then we'll save and then we'll go back to our filter condition and then fill out the attributes okay so i think the attributes we need for priority is going to be two you're going to need display type in operator so let's create the display type first again this is also going to be verbatim um for the hard quoted value you'll want to type in choice list capital c capital l now we do plan on improving this experience on mobile app builder so that you don't ever have to you know manually write out these values but right now this is the current experience so let's go and click save and david yep so we had one question um which is to the where we can find the hard coded values you use like for example text and keywords right so uh i we recently scrubbed our product docs and we realized that um our docs for filters uh hasn't been updated recently and that's the reason why we wanted to do this academy so that we can shed light on this but we do plan on updating these docs so that you can actually find all these hard-coded values um and we plan on updating it soon uh but for now you can reference this academy for um on how to configure thanks david and do you want me to share the current docs page just because it has a lot of okay go ahead and share that thoughts um it might be referencing old mobile studio docs uh and in fact mobile studio still works but of course we want to show the latest configurations uh on mobile app builder uh so just stay in the tune forward for updates on that okay so back to this priority configuration uh we need our second condition attribute we're going to create a new one uh for operator okay and that one is going to be one of i think it's yeah like this maybe it's couple no it should be like this and then we'll save uh so choice list you're just going to need two attributes is display type choice list and then second operator value one f okay so now at this point this priority filter should work if i refresh and open up my critical task i should now see priority okay and then you can see that this is pulling into values from um the priority field on the order test table okay so if i filter by [Music] hi i should only see one task okay and then of course you can clear your filters at the top as well okay um for our third example uh a pretty common ask on filters is can you filter by dates that's usually something that's a bit tricky um but um when we um mobile app builder actually simplifies this configuration bit uh exact same configuration steps we're just gonna need two attribute types and you're gonna see just how easy it is to filter with this new experience so let's go back to our filter and create our third filter condition this one we're going to want to filter by schedule and this could be any daytime field of course i'm just pulling one field from the workload test table we'll also call this schedule to start the condition type is going to be date type okay and then we'll save and then we're also going to want to map this to field that we want on the work order tasks table so we'll create new um [Music] and i think schedule start date is just an alias name the actual column name on this table is actually called i think expected start nope actually let's go start okay schedule travel start okay and then we'll save and then we'll go back to filter conditions and fill out the two attributes that we need and again we just need display type and operator for display this is going to be um date time range picker and again this has to be verbatim so capitals are necessary okay and then we'll save and then we'll create our second attribute for um operator so uh hopefully you're seeing the theme here for every filter um for every field that you want to filter by every field is going to require two attributes right it's gonna need an operator and a display type uh the other attributes are really just to help um you know you can have a max or min um and then depending on the field you know a slider might apply but basically every filter just needs to offer for this is going to be between and then we'll save okay so now if i refresh my mobile app i should be able to filter this by a date time duration so now if you look at schedule start date if i were to tap on that i can select range and then let's say that my agent only wants to see tasks that are assigned to me from today uh until now tomorrow and you can see there's only one task that i need to get done today okay so pretty useful when you know there's dozens and dozens of tasks and you just want to be quick be able to quickly filter um by whatever field that that user needs okay now the last thing i want to show before we wrap up for some q a um i want to show a quick config for sorting so previous to releasing the mobile filtering experience um you would only be able to sort um using your data item right so you we never gave users the ability to sort from a to z or z to a ascending descending and so forth we want to give that accessibility back to the users and so you can actually enable this for them let's say that i want to allow users to be able to sort their um tasks by priority but then i want to be able to see you know highest priority to lowest priority in that order and so it would be an ascending sort how would i make that configuration or enable that configuration let me go and show you here um if we go to our filter conditions or actually filter filter category there is a table for item sorting we're going to create a new one here and you can basically apply a sort to any field that you've enabled filters for so let's say that i want to be able to sort by priority so we'll call this priority sorting we'll also name this priority then the type for this is going to be choice list okay we'll save it's going to ask what field do you want to sort by so we'll just map it to the priority field save and then we'll go back and then also fill in this attribute for item sorting and this is just going to ask you know which um options do you want to be able to sort by um i just want the ascending label so we'll go and save this for the label value i think if you go to docs it will tell you what you can type in here for define ascending label if you were to enter a custom label in the translatable value field this value will basically just take over [Music] the sorting label so if you want to be able to change that label you can apply here but you can see that it's not a required field so i'll just leave it as default so we'll go save and so by default it's just going to name it this right here okay so now let's go and refresh my mobile app i believe when you enable the ascending sort it it will show both um so if i tap on this you can sort by um ascending and descending i want let's say that i want to see my lowest task for whatever reason we'll do descending and apply you should be able to see you know my lowest task to highest tasks or sort the other way which makes more sense sort by ascending most critical task to lowest task okay so you can apply this sort to any field that you want um you can have many sorts but really you should be sorting by the most important field okay so this is a short and quick example on how to configure your mobile filters we've seen some community posts about it so we wanted to cover this topic as a buffer to give us time to update our docs as well so hopefully this is a helpful and with your configurations for mobile filters in the chat that we want to highlight yes uh we have one more question in the q a which is when would we typically need a new filter category and how we display it on the mobile app so you know i think the reasons for having a new you know filter a custom filter you may want to add the obvious one most common one would be maybe you want to filter on a field that's not on the card itself because by default it's going to show only those fields on the card the other thing is you may want to change um you know the the existing default and show less fields for example you may want to only show filtering on keywords or certain fields that that you might choose there right exactly um so you know the default filtering experience for this list specifically would only give you prior uh assigned to priority and short description you know there's other fields in my body that i wouldn't have been able to filter by like scheduled start keyword search if there's any of these fields in the body that you'd want to filter by you would have to configure it um was there also a question on the categories why there would be a need for multiple yeah um actually uh asked that uh just now which is you know initially the question was how do we configure the filter for my groups task but the clarification because of multiple types of tasks so do you want to cover that oh yeah so [Music] basically you at all you need filter categories anytime that your list shows more than one type of table so i think a common example is on the now mobile app there's my approvals or my requests and so you'll see different record types like uh request items requests maybe cases all in a single list and so you would need multiple categories for that um and we'll make sure to document that in the latest update for partybox if if that comes up this is less of a common use case and so we won't cover it for today and then thanks david and we had one more question um just kind of off topic but um let's see if we can uh get an answer here so um it's the question was is the agent mobile landing page uh the hero image updateable i know we can hide it but is it now updatable so i wanted to run that by you because i also i'm not sure that i fully understood that one is that just media section that they're referencing what do you mean by banner um yeah that was that was what i was thinking too um should we allow robert to unmute himself to ask that or clarify definitely okay let's let me get up the list here robert you should be able to unmute yourself now yeah uh hi uh so where yours says field service mobile image right there um on the on the agent mobile there's a there's another image that's there in the past it was not updatable it was only you can only hide it um is that updatable now in in the agent mobile oh yes you must be a a customer from back in madrid so that was called the hero banner i think that you're referencing and it wasn't updatable and fast but i think starting in new york and beyond this we've introduced a new feature called media sections that will allow you to customize it to whatever you want so whatever image as well as any description and title and we actually covered a mobile app academy specifically for this you can either use mobile campaigns if you have access to hr but if not then you can use media sections which is available for anybody so let me find that link and we can share that in the chat um if you go to youtube and look up mobile app we have an entire video just on banners [Music] oh part four designing more blacks i think we cover it here so let me go and paste this in the chat okay uh besides that any other questions before we wrap up that's all uh sorry let me scratch that let me just check one more time i believe we're good okay cool um there's no other questions let's go ahead and wrap up thank you everyone for joining us today um if you find this session helpful please let us know in our post-session survey the reason why we covered mobile filters today is because this was a session that was um asked for in our surveys so it definitely drives our topics that we explore in the future so definitely let us know we love getting feedback from all of you making sure that our topics are relevant to you every week and again if you're interested in any of our past mobile app academies we do record these and upload them to youtube which you can find on our community site as well so make sure you subscribe and register to our academy series but with all that said thank you all for joining us and we hope to see you again in two weeks we have an exciting new series actually that ian will be running we're going to show you how to build a completely new app from scratch so a completely new workflow what does it look like if you wanted to use custom tables be able to build actions be able to build screens um basically everything and what it takes to build that from scratch this is going to be a four part series um and this is we're gonna start that session um two weeks from today so we hope you join us in that session um it's gonna be lots of great learnings um and yeah thank you everyone and we hope to see you again soon