Users can view Salesforce Files in the Axsy Retail Execution Mobile App via the Related tab of a record, or via the Files tab of the main menu.
For more information on how to configure Files to be automatically synced for offline viewing, please see this article: File Priming
iOS devices support these formats for Files in both the Files tab of the menu, and Files under a Related tab:
- html documents
- mp4 videos
Android devices support these formats for Files in both the Files tab of the menu, and Files under a Related tab:
Notes & Attachments is not a supported Related List as a host for files in the Axsy Retail Execution Mobile App.
View Files via the Related tab
For files to be displayed under the Related tab of a record, the Files Related List needs to be added to the Page Layout of the relevant record. The files will then be available for both online and offline access.
Please see this Salesforce Trailhead here for more information on customising Page Layouts: Customize Record Details with Page Layouts Learning Objectives
1. Navigate to the Related tab of a record and select Files.
2. Select a File.
View Files via the Files Tab of the Main Menu:
Files, that have not been configured to be automatically synced for offline access at login, will be cached and made available for offline use once they are accessed while the user is online.
1. Navigate to the main menu and select the Files tab. Please see this article for more information on navigating the Axsy Retail Execution App: Navigation
2. Select a Library and then a File.