all right let's get started 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 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 do come up along the way and we do host these app academies every two weeks at 10 A.M Pacific and our recordings will be posted onto YouTube on the servicenow community Channel and in case you aren't familiar just want to point out a few resources that we do have available um if you're new to mobile we recommend that you check out some of our self-imailment resources that you can find on our community site such as our essential training blog and our mobile FAQs we also have a plethora of other resources such as our labs and mobile trainings on that learning and then as well as our playlist to all the previous app academies which you can find sessions like mobile Asian quick start guides getting started with now mobile and over 30 other Academies but with all of that said let's get started with today's Topic in which we're going to further explore getting started with mobile app builder in the last two sessions we explored how you can find your data and configure a list from scratch in which you can pull in fields that you want and we even showed you how you can create new card templates from scratch but in today's session we're going to start diving into actions and functions uh more specifically we're going to start off with smart buttons these are quick and easy ways in which you can interact with the native device functionality such as you know sending it like an email message or maybe making a phone call or sending a text but just to quickly review our schedule for today we're going to start it off with a quick overview on what mobile app builder is um or smart buttons I'm sorry and then we'll jump into the exercise in which we'll wrap up some q a if there's any questions but just to provide some context before we jump into our exercises let's start off with a quick overview on Smart buns if you aren't already aware smart buttons are actions that allow your users to interact with your native device capabilities and there's four types first you have address which allows you to navigate to the location of a task accessing your device's native map app whether that be Apple Maps or Google Maps or whatever ways you can also send an email or make a phone call or send a text message all that is possible with the top of the button from the servicenow mobile app and then we also support URLs in which that will allow you to navigate to any web page like your company's website and employees LinkedIn or maybe you want to open up a specific page inside of service portal or Employee Service portal all of that is possible using smartphones okay um let's see I'm seeing a question what about interacting with camera for scanning um oh it looks like Eliza's already answering that question um so moving forward for today's use case we are going to build two smart buttons uh in which We'll add it to our out-of-the-box field service mobile apps since the field service mobile app already allows me to navigate to the location of my task and you can also see it on a map view I'm going to add a couple capabilities in which you'll be able to natively send an email or make a phone call to people who have opened up the task right so who is who is the uh the person or customer that open up the task for that field service agent to work on it um and we're going to add a couple fields to the my task list screen and then we'll make those fields actionable using smartphones so let's get started here um I'm going to reassure my screen here Okay so at this point I think you should be able to see my instance and my mobile app um the first thing I'm going to do is open up mobile Builder and then we are going to jump into the field service mobile scope right um so if you take a left uh look at my left screen here uh this is the out-of-box field service mobile app um and currently you know you can see some Fields uh for this task this is a network connectivity issue in which you can see additional details here currently you can navigate using this location smart button right and this will take me to that location in San Francisco uh but what if you know as an Asian I want to be able to make a phone call to ask that user who opened up this task more questions or maybe I want to be able to send them an email how would I go about doing that um I think I should uh first is I need to add two fields to this screen one for open by uh and then actually three Fields uh open by email as well as open by caller so we will jump into the field service mobile scope and then we're gonna find this screen here on my mobile Asian app um I believe this screen is called my task and so I'll simply look up my task and open up that screen and then if you take a look at this list screen um uh where I want to put the smart button it's going to be on the details segment of this list screen right so this detail segment lives in my record screen and so this is where I would expect to see where I can add additional Fields as well as associate my smart button to it so let's go ahead and scroll down on my left hand navigation um and find record screen which is right here uh and then it's going to want me to jump into the correct scope and so we'll go ahead and just open up the record uh and then once I'm in the record screen let's scroll down here and jump into the details screen and what you can see the embedded screen here is detail so let's open this up uh and then we'll now get into the embedded screen and then here's all my spring Fields here okay so let's add three fields to screen Fields first we'll open up um we'll just create two actually I don't need to show the open buy person we'll just have the open by Dot Lock to email and then save and then we'll create a second screen field or caller we will dot walk from open by to business phone okay and then we'll save okay so at this point if I refresh my mobile app I should be able to see those two new fields on my task okay so you can see that there's an email Associated to this um open by caller as well as your business phone so at this I can't really tap on this quite yet right so you can see that I can copy and paste but this isn't a very efficient way to send an email or make a phone call um I want to make it so that you know I can just go in here tap on it once and it'll take me directly to my mail app or it'll take me to my phone app um so let's create let's first create a smart button for a business phone um I'm going to first I need to figure out where do I associate my smart button my smart button needs to go into the details screen and that's where I'll create my smart button okay so let's go back to my record screen we'll scroll down here and there's four segments right there's um one for details activity let's open up details open up the embedded screen and then uh if I scroll down here this is where you'll find field function instances this is where smart buttons uh this is where I will associate my smart button to make these specific Fields um actionable okay so let's create a new function instance and we will call this um let's do business phone I can give a description if I want the display label uh let's call this business phone this display label will actually only matter if you associate it on like a top menu um right so since I'm making it tappable this display level won't actually show up uh and then it's going to ask where do you want this function to to trigger from right it doesn't really know what field you want to trigger from this detail screen and so I have to Define it as business phone foreign from the openby field and then I'm going to create a brand new function in which we'll call this function business um smart button now the type um there's four types of smart bonds right you have URL phone address and email this one specifically I want phone uh the context is going to be record because this is a field within work order task and I want it to open within this list screen here the data is going to pull from the work order task table and then I want it to take the source value for the field and what that means is if there's a value being populated um I want to make that number actionable right rather than hard coding a phone number so I'll turn this on and it's going to ask where is it pulling the value from I'll have to map it back to my openby business phone again and then it's going to ask you know what the phone type is whether it's a landline or cellular if it's cellular then you have the capabilities to send text right since this is a business phone I can set it to landline and then click save and I can accept some conditions if I want but I won't do that here as well as apply roles uh but I think at this point if I refresh my mobile device the action should work so I open up my task you can see that there's now a new icon um hovering to the right a business phone if I tap on that I can now make a phone call and I'll make that phone call natively for my device right I'm not going to actually call that phone number because I think this is actually a real number but that's smart buttons for phones okay uh let's take a quick break and answer any questions that come that came up uh looks like Roberto mentioned it looks like this is the exact topic I want to learn more about that's great it's awesome um Adam's asking is the smart button applicable for updating a reference type variable and an SE task record this way the use case is filling in a tagged asset field in order to use flow designer to then update the sine 2 values Adam I think what you're looking more for um is update types of write-back actions and we'll actually cover that um specifically input form screens we'll use input form screens to create write-back actions in the next two academies so not quite smart bonds we actually have other academies on input form screens on our mobile app Academy playlist I would recommend checking that out um you can't we cover reference type variables we also cover Auto filling variables so those are definitely two topics I would recommend recommend checking out yeah okay so let's uh I'm going to show you two more configurations let's enable a smart button for my email and then we'll do one for a URL as well so um creating the email one is going to be very similar um I go back into my record screen um record screen oh to the very top and then again this is going to live on the detail screen so let's navigate to details whoops details and then open up the embedded screen and then we're going to create a new field function instance uh and we'll call this one uh email smart button okay the display label you know smart button again the display doesn't matter because it's going to be directly in The Fill itself and then it's going to ask where this is triggering from and so we'll Dot from open by to email and then we'll create that new smart Bond here okay um and then we'll change the type from action item to email okay um this is going to pull from the work order test table and I also want it to take the source field value okay that way I'm not just setting hard coded emails um it's going to pull from the email field and then uh I can actually create um templated emails and so if this agent is sending many many emails in a day and they're all very similar you can actually fill in like the mail subject and mail contacts to save some time so you know this could be um servicenow related servicenow Network issue mail content you know we can start it by saying hello comma okay and so when I trigger this email it will already pre-populate that email with these two fields so let's go and save this um and then I think this should work so if I refresh my mobile app and I think I'm currently logged in to a personal email and so it won't open up um I'll show that in just a second okay so if I tap on this email field now it'll pull the subject and the body that I typed in okay and I can probably just send this email since this is both mine we'll send up it works okay so those were two smart buttons one for phone one for email I don't want to do all of them because all the configurations are very similar um and I would recommend checking out product docs if you need any additional details there um one that might be slightly different is the URL one so I'll configure that one and then we'll wrap up with some q a very short session for today um let's go back to our record screen and I'll actually skip step and just go directly into my details I think details is right here okay um so let's say that um I think uh the Box field service already has open knowledge out of the box and so I see here view knowledge um but if you wanted to create like a similar experience let me show you in other out of box apps or maybe in your own workflows I'll show you how you can create a very quick URL smartphone um we will create a new uh I want to create a smart button on this top menu here and so it's no longer going to be toppable on my Fields rather it's gonna be located in the top right Okay so I actually want to go back to my record screen at the very top and my top many function instances live here so we'll create one here uh and we will call this um let's have it open up service portal smart one uh the display here actually matters and so we'll give this open knowledge or open KB uh and then we will create that new smart button open KV smart one uh and the type will be URL which pulls from the work or test table okay so you can't so if you are using a field that has URLs you can use the take Source field value but this doesn't apply to this use case I just want it to open up uh KBS for my field service agent and so um on my instance [Music] if I open up service portal I can just take this relative URL and open that up or if I want it specifically to open up knowledge I have that capability as well okay so let's paste this in the link URL and then call this um open KB and click save I think that should do it so let's refresh my mobile app and then you can open up KB okay um and there are ways to make this more Dynamic too um so to give an example if you wanted the URL smart button to automatically pull in this short description and then have it have it open up a KB based on this short description that's totally possible and we have that documented in our product docs so we recommend checking that out if that's a use case that applies to you but I think field service already has this built out of the box so um just know that it's possible let's see are there any questions we want to highlight from the chats um let's see uh if I'm using a URL type smart button what are my options to tap on the record screen the alternative that I don't like as much as placing the function action in the top level menu that's a very good question actually um uh you can put it in the top menu if you're asking where can I place my smart buttons inside of a record screen I think there's three main locations here uh you can put it in the top menu but I've heard you know many customers have mentioned that this top India is kind of hard to discover um and so you also have the ability to put it in the footer right so where this close complete is you can also associate it here okay um why does the out of the box view knowledge function open up the Legacy knowledge portal uh I think the field service team are they're planning on making an update uh to that so I think as you upgrade into Utah and Beyond um they should be making those updates and so that it takes advantage of the latest KBS or maybe you're using employee Center uh that's all on the roadmap for field service but I think uh they use service portal as a standard because I think most customers um had the Legacy knowledge portal and so it's going to take some time for everyone to migrate over to the new stuff okay um can you include any work order info under content um under content not quite sure what you mean by that so I'm going to meet you and then uh feel free to ask your question for us those with the email smart button when you are pre-populating the email template oh um can you include work order info under content oh um no so I think that would require an enhancement we you can only pre-populate the subject and body of your email templates I don't think you can pull in any fields and have it automatically populate then I'm worth what uh that could be a good use case so definitely let us know in our um idea portal you can open that up as an enhancement does this apply to the Asian app too uh yes I'm currently using the servicenow agent app and so yes um what I showed you smart Bunch they're applicable to both clients um I don't think it's uh specific to one or the other uh we use the InTune managed version of our mobile apps is it possible to redirect email and URL functions to the manage mail and browser app um that's a great question John I'd recommend opening that question up on the community I don't have an answer for you at the moment but that's something that we can look into okay uh Eliza are there any other any other questions that I saw okay okay then we can probably wrap up um let me share one last screen okay um thank you everyone for joining us today if you found this session helpful please let us know in our post session survey there's also gonna be a couple other questions that ask you what topics you want us to explore in the future and we love getting this kind of feedback from all of you so um please let us know in that post session survey um if you're interested in any of our past mobile lab academies we do record these and upload them to YouTube in which you can also find on our community site so make sure to subscribe to that Forum register to our App Academy series um that way you can get notifications on the latest updates and topics but with all that being said thank you all for joining us today and we hope to see you again in two weeks at our next Academy in which we will dive deeper into action functions using input form screens thank you everyone