Native navigation evidence
This page intentionally does not show a narrow browser capture. The native tab navigator, More sheet, app drawer and offline badges are implemented in the mobile application rather than the responsive web shell, so a demo2 web list would be visually similar but technically the wrong screen. The control names and behavior below are grounded in the native navigator and list implementation; add a visual only when it comes from an authenticated demo2 mobile build.
The mobile app is built from the same three ideas as the web: apps group the work, lists show records of one type, and records are where the detail lives — see Apps, entities and records if those are new. What is different on a phone is the frame around them: bottom tabs instead of a sidebar, an app drawer instead of an app switcher, and screens designed for a thumb. Almost none of that frame is fixed. The tabs you see, their order, their icons, whether there is a Home page at all — all of it comes from how your organization configured the app, which is why your app can legitimately look different from a colleague's or from screenshots in this documentation.
Tabs come from your app
The bottom tab bar is the active app's navigation, in the order your organization arranged it. On a phone the first three items become tabs; on a tablet more fit. Everything beyond the cap collects under a More tab, which opens a sheet of tiles rather than navigating anywhere — and if nothing overflows, there is no More tab at all.
A tab can be one of three things:
- An entity — a list of records (customers, orders, visits) with the full list toolkit described below.
- A page — a screen your organization designed, such as a home page with recent activity, quick actions, KPI tiles and charts. There is no built-in Home screen; if your app opens on a welcome page, that page was authored, and if none was, the app simply opens on its first tab.
- A built-in feature — currently Reports and Dashboards, which render on the server and therefore need a connection. Online-only tabs show a small cloud badge while you are offline so you know before tapping.
The app drawer
The grid icon at the top left opens the drawer, which is an app launcher, not a menu. It lists every app available to you as cards; tapping one rebuilds the tab bar from that app's navigation. Star an app to pin it and the grid splits into Pinned and All apps. The drawer also anchors two things that belong to you rather than to any app: a Preferences link (appearance, language, notifications, data and sync) and your account row, which opens your Profile. Switching between organizations (Switch Organization) and between mobile apps (Switch App, when you have more than one) lives on the Profile screen. If your profile grants more than one mobile app, the app asks you to pick one at start-up on a Choose an app screen.
Lists
An entity tab opens a list, and the header carries the working set of tools:
- Views — the same saved views as the web, plus All. The view picker sits in the header; your organization's default view is preselected.
- Search — the magnifier opens a search bar scoped to the list.
- Filter, Sort and Columns — Filter has its own header icon; Sort and Columns live in the ⋮ menu and show a dot when you have overridden the view's defaults. Your choices are remembered per view.
- Filter pills and summary cards — where your organization configured them, quick filter pills and KPI summary cards appear under the header. Tapping a summary card filters the list to that bucket; tapping it again clears it.
- Recent records — chips for records you recently opened, one tap back into any of them.
Rows render the way the list was designed — as cards when a card layout exists, otherwise as compact rows — and load a page at a time as you scroll, with a Page n of m footer. Pull down to refresh. The + button creates a record when you are allowed to; a long press on a row offers its configured actions, including Delete where permitted. All of this works against the data on your device, so a list behaves the same with or without a network — only the freshness differs.
Records
Tapping a row opens the record. If your organization designed a mobile detail layout for the entity, that layout takes over the screen entirely. Otherwise the app builds a sensible default: a hero header with the record's title and status, then tabs for the record's line items, Related records, Details (the fields, in collapsible groups) and Activities where the entity tracks them. The header collapses as you scroll, shows who else is currently viewing the record, and its ⋮ menu carries Edit, the entity's configured actions, favouriting, and Delete — each appearing only when you are allowed to use it.
Everything else in the frame
The bell in the header opens Notifications. The assistant icon opens the Sense Agent chat when your account has a Sense AI license — see Sense on mobile. A small floating pill appears at the top of the screen when you are offline or a sync is running; tapping it opens the Sync Status screen described in Working offline.
Common questions
Why does my app look different from a colleague's?
Because the shape of the app is configuration, and configuration is scoped. You may be in a different app (check the drawer), your organization may assign different mobile apps to different security profiles, and views, filter pills and summary cards are all authored per entity and per view. Same platform, different fit-out. If something you need is genuinely missing rather than differently arranged, that is a question for your administrator.
Where is the Home screen?
There is no built-in one. A home page is something your organization designs — typically recent activity, quick actions and a few KPIs — and places first in the app's navigation, where it lands in the first tab slot. If your app opens straight onto a list, your organization has not authored a home page for it, and nothing is wrong.
Why does a tab show a cloud icon sometimes?
That tab needs the server right now. Reports and Dashboards render server-side, so they carry a cloud badge whenever you are offline; an entity tab shows the same badge when its data is not kept on your device. Everything without a badge keeps working offline. The badge disappears on its own when the connection returns.
How do I switch organizations or apps?
Open the drawer, tap your account row to open Profile, and use Switch Organization or Switch App. Switch App appears only when your profile grants more than one mobile app. Switching apps swaps the whole frame — tabs, branding, offline configuration — while switching organizations changes whose data you are working in.