Configuring standard orders for mobile requests
You can determine which standard requests or standard orders are shown on the app. App users can then choose from these applicable 'templates' when submitting a service request.
By using the Applicability feature on standard requests / orders you can determine very precisely which requests / orders should be listed on the app when users create a service request. You can choose to either include or exclude all user groups, asset groups, space categories and properties, or you can be very specific about which user groups, asset groups, space categories and properties should be used as filters, to display standard requests / orders on the app.
 | The settings you make for Applicability will apply to all web definitions using standard orders in Planon Universe (in Web Configuration, Self-Service forms and on the Planon Live apps). For general information on the Applicability feature of standard requests / orders, see Defining a standard order's applicability in the WebHelp. |
The following example from Planon Accelerator illustrates how the applicability feature works for the Planon app. In the Workplace solution , most modules are provided with an action button to create service requests. Your configuration of the Applicability feature determines if the button is visible to the app user and which standard requests / orders are displayed.
Procedure
1. On the navigation panel, go to > and select a relevant standard order, for example CA001, Complaint or FM-01, Request FM.
2. Go to the Standard order links tab.
3. If you want display the selected standard order to all user groups, asset groups, space categories or properties, set the relevant Applicability […] field to All and click Save.
4. If you want to display the selected standard order to none of the user groups, asset groups, space categories or properties, set the relevant Applicability […] field to None and click Save.
5. If you want to display the selected standard order for specific user groups, asset groups, space categories and properties, set the relevant Applicability […] field to Specific and click Save.
6. If Specific is selected, go to the action panel and click the relevant Link action (user groups, asset groups, properties or space categories).
7. Link the relevant user groups, asset groups, space categories and/or properties to the selected standard order.
App users can submit requests based on the applicability of the standard orders you selected.
| | The Request button, which enables app users to submit a request, will only become visible on the app if the app users, their possessions or their locations, are linked to a user group, property, space category or asset group that is included in the Applicability filter, or if the All option is selected for these items. |