good morning everyone and welcome to the mobile app Academy this is our live building Series where we show you how to build and configure mobile apps on the nav 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 um if you are joining us for the first time welcome to the session we have product experts here to provide guidance best practices and answer any questions that come up along the way and we do host these app academies once every month at 10 A.M Pacific in which our recordings will be posted onto YouTube on the servicenow now Community Channel but in case you aren't familiar I just want to point out a few resources that we do have available if you're new to mobile we recommend that you check out some of our self-named resources that you can find on our community site such as our Essentials training blog and mobile feqs we also have other resources such as labs and mobile trainings on now learning as well as a playlist to all of our previous app academies where you find sessions like little Asian quick start guide getting started with now mobile and so many more uh but with that being said let's get started with today's topic um in which we're going to further explore getting started with mobile builder in fact in today session we're going to be deep diving into configuring related list using mobile app builder um how do I create a related list screen to give my users easy access to records related to the current record that they're reviewing right um just to quickly review today's schedule we'll start off with a quick overview on um related lists and then we'll jump into exercise and wrap up with any q a okay related lists so I think a common misunderstanding that I hear from a lot of customers is that you know related lists are available automatically and that there's not a lot of work that you need to do to turn them on but the truth is there's actually quite a few configurations necessary necessary in order for them to to work to configure related lists first you actually need to create a list that will display your related records so you have to build a completely new screen from scratch right um the second thing we need to do is we need to create a parametrized data item so that when we pass the parameter from the regular list it only populates the relevance record data to our parent list right so using instant as an example you know if you're trying to go from incident to uh I don't know um child incident you'll need to pass uh the child incident uh parameterized data item the parameter from that back to your parents uh which is the instant list stream right so there's two screens that you'll be working with and it'll make a lot more sense when I dive into the configuration um but the very last step that we'll need to do is um is we have to define the relationship between the current record from our parent list to the related list itself and uh I think an important call out here is that for related lists we always support relationships that are defined by a reference field between two tables if you happen to be using custom relationships uh from the assist relationship table or you're using scripted relationships those are not supported unfortunately using related lists but you do have other means to display those type of relationships you can use things like embedded lists and that will support custom and scripted relationships but for today's session we're only going to focus on a related list that uses reference field Association okay um and for our exercise today we will be using the out of the box field service mobile app we'll be using the latest mobile app builder version tools uh in the card Billiards Builder list screens and Forum screens and really list but the use case that we have for today is um uh we are going to not uh my mistake we're going to be navigating from critical tasks not instance critical task and uh from our critical task we're going to create a related list displaying task slas that are related to that task okay and again to create this really list we'll go through these three steps we'll build a list that will display my task slas and then on that test SLA screen we're going to build a parameterized data item and then we're going to pass that parameter back to my critical um critical task list that way that that's that's what will connect to our two screens uh in order for us to um display the correct relevant records and then lastly we'll just Define the relationship and I'll show you how you can find that relationship to use for your related list okay so let's go let me display my instance I'm gonna share a new screen here on seconds okay so you should be able to see my desktop now I have my mobile app on the left side then I have my instance on the right um just to show you what we're about to build real fast in the middle here you have my critical instance or my critical test sorry and if I tap into one of these I currently have two segments only I only have details in activity stream um I need to create a third segment that will display my related list right when I create that segment that segment is expecting some sort of screen for you to navigate there um this related list will not just automatically appear you have to build a list screen for it to display the related records that you want and this really list we're going to want to show task slas show me all the task slas that are related to this critical task right so the first step is we're going to build a task SLA list screen and then we'll associate that escalator will scream to this new segment this third segment that we will enable later okay so let's get started um I'm going to open up mobile app builder um just to answer a few questions in the Q a um well one question from Karen you're using the field service mobile app is there an out of the box mobile app for itself yes there is um you can actually find that app through our service now docs so you look at servicenow mobile itsm um we have docs on this and it will show you the plugin necessary to activate that app okay and this is the experience that you should see another question from uh uh your tharth can we have a recording of this uh and previous sessions available yes this will be uploaded to the go to YouTube and you look up now uh was it now community uh service now Community uh it will be uploaded here or specifically for this session you just look at mobile app tabby um it should be the first playlist that comes up oh my gosh I spelled a camera Anatomy uh and I'll be in this playlist of 67 videos okay back to our configuration um so I have mobile app builder uh shown here um and then yes uh let's jump into our field service mobile scope so this is our allo box field service mobile app and this is the out-of-box experience that you see we've have done some configuration to this out of box scripts and that's why you'll see critical tasks which we've covered in previous sessions okay the screen that we want is we want to build a knee screen to display my task slas right so let's create new and I will build a new listing uh and again this list screen is going to show me my task slas so let's do test escalate I want to use unique naming so I can find it easier later so let's call this map for mobile um or MAA for mobile app Academy list screen and then it's going to ask me to display an icon I can just select one that's out of the box um I won't care too much about which icon I select for now I can always change it later so let's just select this bookmark um and then let's click save before I build the other screens okay so we scroll down we're then going to need to create a screen segment which we'll call task SLA screen segment Mobile Web Academy and then we'll create our street which will contain the data item right so let's call this task display list stream I mean this is where we uh move on to step number two creating our parameterized data item we need to be able to pass a parameter from our parent screen to our child screen uh that way it knows to display the the correct records right so I'm going to call this SLA um and for the table you're going to want to show the table of the current record uh not not the current record sorry the um of your related list so this is going to be task SLA if it was the current record then it would be um task um and then we'll save this um and then in our parameters we're going to create a new one and then we'll just call this you know task SLA parameter data parameter we'll leave the rest of these fields the type will be showing that's fine default value blank we'll save that uh going back to my data so now I have a parameter that I can pass to um the current record and for the current record to know what I want to pass I want to map uh task to the parameter that I'm passing it to okay so we'll save that I think it'll expand this it'll show me although yeah so the reason why you can't see the condition values because that my window's a bit uh shrunk [Music] um so now that I have my parametrized data item I think I can move on at this point yes okay so going back to my list screen uh list stream um I'll now build out the uh the car the card template and the record screen okay so let's create a new list item config and again we'll call this task SLA list item config um when we populate the fields on this card we expect to show fields from task installer um and then it's going to ask you what card we're going to want to create a new one so the task SLA view config and then I'll ask you what template you want to use we will use an out of the box template um so we'll just click choose instead of trying to create a new template from scratch um just because I'm familiar with uh what templates are available on the box I'm going to use template 01 but in case you're unfamiliar with what uh does come out of the box if you go back to your instance you can actually open up Mobile card Builder foreign card Builder and then using this you can see all the cards templates that are available on the box might take a second to load here we go uh so you know if I select card templates you can see all the ones that you can pick from um I like to use template001 because that is the most uh basic template that lets you display four to five Fields um and it's one of the most common templates to use okay so we'll use templates 01 . and then before I dive into uh uh the card Builder if I click save it's going to ask me to open up um discard and card Builder and fill out the fields I need to define the table um the fields that we want to select from is from the task SLA table okay so we save that we'll Now launch into a Mobile card Builder and fill out the fields that we want foreign like three fields and we'll just play um let's see let's use an example which field should we show uh we can show stage on the very top and then in the middle we can show you know business time left I believe it could be any one of these fields let's do business time left uh and then for the last value we can do um SLA definition actually let's switch these two let's do SLA definition in the middle business time left below it okay so now we have our first uh card ready so if I were to open up um you know this list screen what we've just filled out was his very first card um I wouldn't be able to tap into it yet because I haven't filled out the record screen uh so let's go and do that next going back to app builder I'm going back to your list on config we scroll down it's going to ask you for an embedded screen we're going to create anyone and we will create a record screen that way when I tap into my task SLA list screen I can see additional Fields by enabling a detail screen so let's do task Escalade record MAA um what I can do to save time if I want the cards to be exactly the same I can just use the exact same card that we just configured so I think we call that task SLA uh view config right and then I can just pick a random icon and then we can save so now both the cards on my list screen and the record screen will be identical so now I can skip that step um we can now configure our segments what segments do you want to display on our record screen so we'll create a new one and I just want one uh one segment for details that way I can show additional fields so let's create a new embedded screen here for details and then we'll call this task of desolate details pick a random icon again and it's going to ask for uh what field do you want to display from what table this will be task SLA we'll save and then start selecting some fields we can bring over like three more Fields just to show you um so we could do like a business elapsed time uh and then a second field for uh we'll do you know um business elapse percentage and then just one last field that way we have a decent detail screen looking um you know we'll select for each time and then save okay so now at this point we have a complete task SLA list screen this is where we're going to navigate to for our related list right we're going to go from critical task to task SLA right but if I were to just navigate from this list screen to this list screen it it doesn't have any context uh it doesn't know which you know which task SLA is associated to the current record right that's why we created this data item that's a parameterized data item and we're going to pass this parameter into this list screen so that it shows me only the relevant results right that's where we set this conditions here um task is this parameter here okay so the first step first and second step is done we've created our task SLA listford we've created our parameterized data item very last step is um we need to now enable a really list segment and then Define the relationship for it to show Okay so um on mobile app builder let's go back to home and let's open up this critical task on the screen or what I call the parent list screen uh so let's open up critical task and then we want to go into the record screen so let's scroll down here on our left hand nav to record screen and then if I scroll down here you can see that there's currently two segments one for oops one for details and one for activity stream so let's create a third segment for um or a related list yes playlist uh so let's call this task SLA really list uh the table is going to be task SLA and then icon we can select any icon and then we'll save and the very last step is defining the mapping okay so um if I click a new mapping and then Define all these relationship values here oh oh that's interesting I'm not seeing the relationship that I'm expecting um what did I do wrong see oh let's choose destination screen first um let's do uh we're gonna navigate to the task SLA that we just built right on the screen and then if we select relationship oh that's interesting um see what I'm expecting to see is if I open up a work order task and we'll just troubleshoot this on the spot um if we'll open up work order task uh let's pick you know task uh Network outage 9008 for example uh nine thousand oh no there it is that doesn't it uh and then if I configure uh in the left hand hamburger icon if you configure the related list you can see all the relationships that are available for this work order task uh you can see you know these are all the relationships that are available for the ones that are related to the task essay if I could do a control fine task essay you know you have this task SLA relationship you also have this task SLA to task this is the relationship that I want to select um if I save this since already have this brought over I just need to scroll down to the bottom of my workload task and look that you know this currently one task SLA and the relationship that defines this is going from task to task SLA so that's the relationship that I want um now the reason why I'm not seeing this relationship let's go back to related list um uh let's see this related list what table for this related list yes it should be the test SLA what happens if I change this to task does my values for this change yep [Music] so if we either okay so I guess on the related list screens actually expecting the task table um so maybe we need to use the current records table which is you know work order tasks um because now I'm able to see all my different relationships um and this is the one we want going from tasks escalate to task so at this point it should work if I refresh my Mobile screen I should see the really list you might need a deal refresh from the home screen and then if we open up critical tasks to another refresh oh we're not seeing our related list okay so let's keep troubleshooting what are we missing um well starts from let's start from our uh test SLA on the screen so let's open up another mobile app builder and then we'll open up field service mobile and then look up uh task SLA okay so we have this list screen um let's double check our data item this is usually the most important part um the table should be task SLA the condition should be tasked is this parameter that we just created which is correct Okay so step two is verified um let's make sure that this list screen works so let's let's just try to get this screen to display um let's get this on our mobile user now so let's put this on this home screen here just to make sure it works we're troubleshooting every step uh let's open up my work screen launcher on your screen okay and we will you know put this under my work and then we'll just choose the test SLA screen I should be able to see a list screen that just shows you all the record on task SLA so I do task install a mobile app Academy and then save ideal refresh I should be able to see is that screen at the top oops there it is so let's tap into it and I'm seeing Zero items so this is oh and the reason for it is because we have a parameter um so let's just delete this parameter really fast where is it there it is uh let's go to task SLA screen and then data item let's just remove this condition for one second just to make sure that this list Screen Works there it is okay so um I can be certain that this lit screen works and that that part is fine so there's only one other place that I need to check to make this to make sure that this works uh let's set our condition again okay so this should go back to Blink uh the very last step is I need to double check my critical task where I embedded the related list I think that configuration is where we went wrong so if you go to our record screen and then open up our relatable list segments and then open up the embedded screen I think this is the issue here this table I thought it should be testless and Save if we go it's related list mapping that's interesting I'm going to double check one other configuration real fast just to make sure where I went wrong um if I look up past SLA um tables should be the parent table oh okay so that part was correct okay that's my mistake so let's go to record screen related list oops related list uh the table should be parent so this should be tasks and then there's my relationship let me check my notes to see if I missed anything else foreign the condition is our parameter that's correct oh UI parameter that's where we missed we missed one huge step um this is where we went along okay so there's just one last step that we missed if we go back to our test SLA screen uh on this list screen there is a UI parameter that we need to create and this is what Maps our data item parameter to our task SLA screen so I need to create this UI parameter here and then there's a screen data parameter mapping like the the data parameter that we created on the data item it's currently not going anywhere and this is where you map it to you so um I don't need to touch any of these values under here for the UI parameter the input source is going to be user input input types can be text we'll leave that as default the most important part here is the mapping itself that Maps RT screens together through that data item parameter so um we're going to select the um uh the parameter which I call task SLA uh so this is where a unique name unique naming is very important I don't know which one it is so let's double check um SLA mobile Builder if we go to the data item we call it task escalated item and then the parameters called tusciously let's give it these initials and then I should be able to find it a lot easier there it is so now at this point I should have everything working let's do a refresh if we open up a critical task into a refresh I should be able to see that one test SLA that we saw on our work order task earlier right and just to confirm let's open up work order task for 9008 um 9008 and if we scroll down to the test that's the related list yes there is only one um task SLA can we tap into it uh the two slas are identical so we have a working configuration um it looks like I just confused myself earlier uh there was just one crucial step that we missed and was creating that UI parameter so that we can map our data item parameter to our UI parameter okay um any questions charity are there any questions that we want to highlight from the chat um there's one one now mobile can you please confirm that now mobile can be accessed for for our for internal customers or external questions that's gonna be an interesting question um now we do have external customers that use our mobile apps but it's specifically for CSM um I don't know if there's any bu specifically that have that has enabled their app uh to be accessed by external users I will check with the The Bu leads themselves so what I would recommend is go to your account team um so it looks like you are looking for CSM um I'm not aware of any out of the blocks experience for CSM for now mobile I don't think uh there is an app out there today and I don't know if it's because of limitations or if it just hasn't been done yet but you know I'll try reaching out to your account team and checking um check with the CSM team at servicenow and see you know um is there currently an existing app that's out there that we can just leverage out of the box or do we need to build some sort of custom app or cells and if we do build a custom app is external customers supported for my use case so that's what I would check with accounting hopefully that answers your question um I do know that CSM has built an agent app in that Asian app can be accessed by you know external users like contractors and so forth I just don't know if they've done it on the now mobile side which is for you know a lot more many other use cases um any other questions um I haven't seen any other questions come in but I do want to make a quick note uh I provided the link to the mobile app Academy YouTube playlist and the itsm mobile agent Store app in the chat so if you want to grab those before um we sign off and I know there was a question on how uh David was showing his phone and he used his QuickTime I'm on Windows and Android so when I use it I use stream over uh screen stream over HTTP there are other apps uh available some that you install on your computer so they kind of um are a little bit more operating system focused but uh any of those will work we don't have any emulators at this time so you do need to have your phone and then find an app that can connect it to display your phone on the screen perfect um there is also one more super important thing that I want to share with everyone um this is a huge opportunity for you to help influence our upcoming roadmap there is a short survey that you can take there's this QR code if you pull up your phones and scan that QR code real quick if you would like if you are a mobile app builder user or you've implemented any of our servicenow mobile apps whether it's currently or in the past this is your opportunity to share feedback with us um this survey we're trying to find uh ways that we can improve our roadmap to make our apps more usable and try to cover any gaps that we have currently so please use this survey to share that feedback with us this survey shouldn't take more than 15-20 minutes complete and again this does inform our Mobile Solutions roadmap and I do believe at the end of the survey there are some incentives um that that you can take advantage of there might be some sort of benefit that you can reach out to or research team about uh for like uh I think there might be some sort of um I'm not sure what it is but there's some sort of benefit and so feel free to check that out but this survey will ask you questions around things like you know what are your top priorities around mobile where your key mobile needs and challenges today and what do you feel like that's most or at least supported by your current mobile offering help us find some of those gaps um so that we can work on it on a roadmap for anyone looking for those links um I did repost them so they are in the chat again so um some people couldn't see them and uh there's a question about how about the recording please um the recording will be in that YouTube playlist it usually takes a couple weeks for it to get put on there by the team that does that so yeah um and if you do have any questions we do make our emails available for a research team feel free to reach out if needed um one last thing I want to help promote is that we do have a mobile research panel sign up available and this is also an opportunity to help influence our mobile product strategy um if you sign up you'll receive exclusive invitations to participate in interactive feedback sessions uh you'll be the first to provide input on new designs and early Concepts and this is just a panel for you to share your thoughts opinions and insights through pre-surveys or we can even have one-on-one interviews with you and again this uh if your organization organization allows for it there is uh you might be eligible for some sort of incentive and again this is another QR code which you can sign up whether you want to just take a quick survey to help influence a roadmap or you want to be part of our panel to get involved in some of our early iterations um feel free to sign up and I think that's about it about uh on all the things I wanted to share for today um if there's no other questions let's go and wrap up thank you all for joining us in today's session hopefully you found it helpful um we are going to have another app Academy on the last Tuesday of next month there is another short survey at the end of this if you want to help influence which topics we want to cover in the future um feel free to take that one to two minute survey and let us know but with that being said thank you all for joining us today and we hope to see you again next month take care everyone