Mobile Solution Setup
In the Mobile Solution Setup page, general COSMO Mobile Solution settings are defined.
Setting Up the App
Choose the icon, enter Mobile Solution Center and choose the related link.
The Mobile Solution Center page opens, showing the following tiles:
- Settings
- License
- Page Customizations
- Users
- Roles
- Barcode Setups (see Complex Barcode Function)
The Business Central extension is designed as a three-pillar system and is based on the connection of users, roles, and pages.
User: A person who is allowed to use the application. A COSMO Mobile Solution user should be registered separately but is always connected to a Business Central user.
Page: A main entity in the solution. You can access a certain function only if it is registered among the configuration pages. Settings in the configuration define how the client application displays a page. These pages must be published for the web service.
Role: A cluster of configured pages. With the help of roles, you can assign function groups to a given user.
Select the Users tile.
On the Users page, all the registered users are displayed with their device types. The Web Service Access Key field is for basic authentication. You can also use OAuth type authentication. This option must be enabled with the Use OAuth toggle in the Mobile Solution Settings page. (Mobile Solution Center > Settings)
Choose the New action. Select an existing Dynamics 365 Business Central user in the User ID field.
On the Users page, you can specify additional information for each user, such as Device type, License Type, Web Service Access Key, Journal Template Name for Movement, and Journal Batch Name for Movement.
To add your Web Service Access Key, choose the icon, enter Users and choose the related link.
Choose the User that you want to register as a Mobile Solution user. The User Card opens.
Copy the Web Service Access Key from the Web Service Access Key field in the Web Service Access FastTab.
Paste it into the Mobile Solution user's Web Service Access Key field. This action is necessary for the basic authentication.
Before adding special roles to a given user, it is necessary to upload the base configuration of COSMO Mobile Solution, which contains an Item and a Roles page. The Roles page contains the metadata of the roles, which is important for the client application.
Download the base_config.json in a zipped version here.After extracting the zip file, upload the json file to Business Central. Navigate to the Mobile Solution Center and choose the Page Customizations tile.
On the Global Page Customizations page, choose the Import Page Customization action, and then choose the previously downloaded and extracted json file.
After a successful upload, the available pages will be listed.
Tip
You can export one or more pages to a json file by choosing the Export Page Customization action. With that you can download the chosen pages including their parameters. For example, it could be useful when you want to restore a previous status.
Tip
There is another option to import pages. Choosing the Clean import Page Customization action will delete all the already existing page customizations and import the ones that are included into the chosen json file. (The Import Page Customization action overwrites the pages which are included into the json file, but it does not delete the others.)
The next step is to register a special role, which can be assigned to a user, choose the Roles tile on the Mobile Solution Center page.
On the Roles page, choose the New action and then fill in the Role Code, Role Name, Role Color and Role Picture fields. In our example, we register the WHSE – Warehouse Management role.
You need to identify, which pages should contain a special role. In the previously mentioned example (WHSE – Warehouse Management), the Item page will be assigned. Select the role and then choose the Role Pages action.
On the Edit - Roles Pages page, you can add the pages for the role. Choose the Object ID field and select an object from the previously uploaded pages. In this case, the Items page will be assigned to the Warehouse role by selecting it and choosing the OK button. If there is a relation in in a specific page, you must have access (have a role with the necessary page) to the related page to use the given function, see Page Relations
The remaining fields are completed automatically. That means, if you assign this role to a given user, they can access the Items page in the client application after login.
This role should be assigned to a given user. Add a Role to a user by choosing the Roles action after selecting a record on the Users page (Mobile Solution Center > Users).
Choose the Role Code field and add at least one role by choosing a role from the Role Browser page, then choose the OK button.
When the users log in to the COSMO Mobile Solution app, they will see their roles on the start screen.
Tip
It's possible to import / export roles (to a json file), like page export / import. You can export or import one or more role. If you import more than one role, all the previous roles will be going to change or disappear. When you import roles all the previously added pages going to be added to the given role.
Register Available Companies for the App
In the Mobile Solution Settings page, there are three menu points: Get Registered Companies, Register New Company and Delete Registered Company. With the help of these functionalities you can register and delete companies, services and environments.
Use the Get Registered Companies option to get already existing companies into the Mobile Solution settings.
Use the Register New Company option to register new companies in the COSMO Mobile Solution app.
It is possible to add the company itself by choosing the Register action. It is important to enter a Server Identifier.
Use the Delete Registered Company option to remove registered companies.
Feedback
Submit feedback for this page .