Summary of "ConAktiv Mobile – Datenverknüpfungen clever nutzen"
KonAktiv Mobile: Linked-data navigation from record selections
KonAktiv Mobile (Konaktivmobile) introduces a functional enhancement for navigating from a selected list of records to their “linked data.”
Main feature: Linked-data navigation from selections
- You can start with a selection of records (e.g., a filtered “project list”).
- Using the selection controls (e.g., Select all), you can now directly access linked records via a new option/function: “linked data” (specifically mentioned as “linked data projects” in one example).
- This enables users to jump straight to related lists without manual searching.
Example 1: Projects → Invoices
Scenario
- Select projects based on a criterion (example given: client ADV / “ADV” as search criterion).
Workflow
- Open linked data → Invoice.
Result
- You are taken directly to the invoice list corresponding to all selected projects.
- The view can show aggregate information such as the total invoice amount created for those projects.
Example 2: Timesheet/custom time → Projects
Scenario
- From a timesheet, look up employee hours from the last month spent on customer projects, then identify the corresponding projects.
Workflow
- Select all relevant timesheet entries/projects.
- Use “linked data projects.”
Result
- The system finds the relevant projects automatically.
- Users can then continue with follow-up tasks such as billing.
Positioning vs. previous behavior
- The capability already existed on a smaller scale, but previously:
- It required a keyboard shortcut and was less obvious.
- In the new mobile feature, the linked-data function is automatically available and can be used directly by employees in Konaktivmobile.
Main speaker/source
- Wolfgang Weiß
Category
Technology
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