Overview of Mobile View

Article Number:040667

In the mobile view, 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 kintone in the mobile view for the first time, "Welcome to new kintone mobile!" screen and the message "Tap to open the menu" appear.
The "Welcome to new kintone mobile" screen

Portal

As in the desktop view, Portal is displayed as the top page in the mobile view. The app list and space list are displayed under the Announcement section.
Tapping an app attached to the Announcement section navigates you to the app.
In the app list and space list, your favorite apps and spaces are displayed at the top.
By tapping the pin icon to the left of an app or space name, you can add the app or space to, or remove it from, your Favorites.

Tapping the Navigation Menu icon at the top left opens the navigation menu.
Tap the Notifications icon (the bell-shaped icon in the top right corner) to check your notifications. Portal

Navigation Menu

You can also open the navigation menu by tapping the Navigation Menu icon at the top left of other screens, including Portal, app screens, and spaces. The navigation menu provides quick access to the following items.

  • User name
    Tapping the name navigates you to your People page.
  • Settings
    Personal Settings, Desktop View (only when you are accessing from a Web browser), Help, "Help Us Improve kintone," and Logout are displayed.
    As in the desktop view, the Personal Settings allows you to set up the Time Format and E-mail Notifications settings.
  • Reload (only on the mobile app)
    This reloads the screen. This icon is displayed only on the mobile app.
  • Portal
    This navigates to Portal.
  • Assigned to Me
    Apps in which you need to perform process management actions are displayed together with the number of records assigned to you.
  • Search kintone
    You can search in the entire kintone.
  • Apps
    A list of apps is displayed. You can switch between the All apps list and the Recently opened apps list.
    The All apps list displays all apps in name order. If you have added any apps to your Favorites, these apps are displayed at the top of the list regardless of their app names.
    The Recently opened apps list displays apps you have recently opened in chronological order, with the most recently opened one at the top.
    Tapping the pin icon allows you to add an app to or remove an app from your Favorites.
  • Spaces
    A list of spaces is displayed.
    Tapping the pin icon allows you to add a space to or remove a space from your Favorites.
  • People
    The list of People (other users) is displayed. Navigation Menu

Search

As in the desktop view, you can search in the entire kintone. 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. Search

Notification

The Notifications icon stays at the top right of every screen, allowing you to check your notifications at any time. The icon displays a badge indicating the number of unread "To Me" notifications that you have.
You can check the notifications while you are working on another screen, and then tap the Close notification list icon (the back arrow) at the upper left of the screen to go back to the screen you were working on.
On the "Notification" screen, you can switch the displayed notification lists between Unread and Read notification lists and between To Me, Flagged, and All (or custom filters you have created) notification lists.
Details on notifications are explained in Understanding Notifications on Mobile Devices. The "Notification" screen Switching notification lists

Apps

When you open an app, the "View" screen appears as in the desktop view.
If you tap the app name at the top of the screen, the action menu for the app is displayed. You can select the following actions from the menu.

  • Add the app to your Favorites / Remove the app from your Favorites
  • Show app description (Only when app description is added)
  • Show the view of the app
    Action menu for the app

The following sections describe the details on View, Record Details, and Search in App.

View

As in the desktop view, can display list views, calendar views, and custom views of an app. On icons to open the record details, the number of comments are displayed. Also, you can switch between views and graphs by tapping tabs. View

You can switch views by tapping the view name displayed. Switch Views

You can change the sort order by tapping a field name in the header row of the view. Changing the sort order in the view

You can check or change the current filter condition and the sort order by tapping the Filter icon. For details on filtering, refer to Filtering Records in the Mobile View.

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.

  • Select action (Process management/App actions)
  • Open the action menu for this record icon (Delete/Copy Record Link/Share/Duplicate/Add)
  • Previous record/Next record buttons
  • Edit icon Record details

Details on the menus on Record details are as follows.

Comments

Tapping the "Comments" tab opens a screen to view and write comments.
Tapping the Options icon displays the options Delete comment and Copy comment permalink.

Editing Records

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

Action Menu for Records

From the Open the action menu for this record icon, you can select the following options.

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

Action menu for records

Process Management

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

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. App actions

Searching in App

From view and record details screens, you can perform a search inside the app.
The scope of search is the same as the desktop view. Searches are performed on records, record comments, and attachments.
Reference: Searching for 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 (view) and kintone search screen. Searching in App

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 links.
  • Search in Space
    The scope of search is the same as the desktop view. Searches are performed on the space, threads and thread comments in the space, records and record comments in apps within the space, and attachments in the space.
    Reference: Searching for Data
  • Add to Favorites / Remove from Favorites

Some of the operations available in the desktop view (e.g., configuring space settings and adding threads) cannot be performed in the mobile view.

Space screen

The following items are displayed as tabs on spaces.

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

To add a space to Favorites or remove a space from Favorites, tap the Options icon at the upper right of the screen, then tap Add to Favorites or Remove from Favorites.
When a space has been added to Favorites, a pin icon is displayed on the left side of the space name. Screen to add the space to Favorites/remove the space from Favorites