Mobile Designer
This content is for Spring ’26. Switch to the latest version for up-to-date documentation.
In an effort to improve accessibility and management of Aforza mobile configuration, we have begun to implement a guided UI. This UI walks you through each area of configuration before translating the data into the JSON config. You can open the Mobile Designer in the Aforza Admin App.
Audit Type Configuration
Section titled “Audit Type Configuration”Audit types for mobile execution can be configured within the mobile configuration tool. You can add the audit types that apply to the necessary user profiles and configure them as required.
Console Configuration
Section titled “Console Configuration”Field and Visit consoles can be designed and configured within the mobile configuration tool. Select the console type you wish to configure and the device it should apply to. Once that selection is complete, you can choose the widgets to display:
- Field controls
- Weather component
- Today’s task summary
- Last sync
- Today’s visit
- Linked guide
- Configurable CTA
- Today’s Route
- Virtual Wallet
- Studio
- Van Loading
- Van Manifest
- Custom Object
- KPI
- Visit controls
- Guide results
- Order history
- Visit tasks
- Visit location
- Linked guide
- Configurable CTA
- Custom Object
- Notes
- KPI
- Account Balance
- Styling controls
- Title
- Divider
- Spacer
Each component supports different configuration options, such as title naming, CTA naming, and content settings.
Studio
Section titled “Studio”Ensure the correct Studio instance is connected to the Consumer Goods instance. Use the ID (found at the end of the hosted assets URL) in the configurator tool for each asset.
Select a pre-determined KPI from the drop-down, or create a KPI using Apex code and associate it accordingly. Example code can be found under additional configuration values.
Aforza supports the following chart types:
- Bar
- Stacked Bar
- Donut
- Bubble
- Scorecard
- Line
Chart colours are driven by configurable hex values in the mobile configuration; set the colours your organisation requires in the configurator so they match brand and accessibility needs.
Configurable CTA
Section titled “Configurable CTA”Add a smart action that runs when the user selects the control.
Linked Guide
Section titled “Linked Guide”Add a published guide using the drop-down.
Select the source of data for notes displayed on the console.
Custom Object
Section titled “Custom Object”Select the object to be queried.
Account Balance
Section titled “Account Balance”View and interact with the account balance. Although the console control is added in the console section of the mobile configuration, the core settings are completed at the primary configuration level here.
Today’s Route
Section titled “Today’s Route”The route control has several options so you can tailor the experience for each user profile:
- Disable route info - When enabled, users cannot access information on the distance and duration of the suggested route.
- Enable prospect accounts - When enabled, an overlay option appears on the device console so users can load prospect accounts.
- Enable nearby accounts - When enabled, an overlay option appears on the device console so users can load nearby accounts.
- Prospect types - To keep prospect accounts relevant to your business, you can designate categories that filter the responses shown on the route map. Insert this configuration in the JSON using the Mobile Designer in the appropriate console config section.