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Perform Actions On Cards To Support Your Business Case

Details

Perform Actions On Cards To Support Your Business Case

September 9, 2021

Created by

November 25, 2020

Beginner

20 min.

Create a card that understands the contact information in a card and provides contextual actions.

How to create a card using SAP Business Technology Platform Boosters
How to create a card with context specific actions
How to perform contact actions without saving the contact details on your mobile phone

Prerequisites

Step 1: The real-world use cases

Supplier Contact Card Use Case

Your are a supplier relationship manager. As a part of your job you are required to frequently interact with and even visit the suppliers. Since the list of suppliers keeps changing from month to month and product to product, you find it difficult to store the information of active suppliers on your mobile phone.

Thus, you are looking for a solution that keeps the contact information of the active suppliers in one place. Furthermore, you want the ability to call, text, e-mail etc. without having to save these numbers in your contacts app. Finally, you want the solution to run on both Android and iOS with minimal development effort.
Sales Order Approval Card Use Case

You are a sales manager. You usually need to log into your computer to Approve or Reject Sales Order(s) raised by your teammates. Since you too are constantly on the move, you want to avoid using your computer for performing these actions.

Thus, you are looking for a solution that let’s you approve or reject an order and provide comments on your mobile device. While you have an Android device, other managers like you have iOS device. Thus, you want the solution to run on both Android and iOS.

The SAP Mobile Cards Contact Card Template and Sales Order Approval Card Template are multi-instance cards, which allow you to represent the details maintained in your back-end system as multiple cards.

Log on to answer question

Step 2: Create cards using Boosters

Log into your SAP BTP Trial account
Click Go To Your Trial Account.
Click Boosters option in the Side Navigation Bar
Search for Mobile, and click Start for Build a Micro App for SAP Mobile Cards.
Click Next in the Check Prerequisites step.
Select the target Subaccount and Space, and click Next in the Select Subaccount step.

If the status of Mobile Card Kit is not Available, complete the prerequisite tutorial to create a welcome card.
Select Contact Card Template - Multi Instance card, and Sales Order Approval Card - Multi Instance, and click Next in the Select Cards step.
Enter the following details, and click Next in the Configure Cards step.

Card Template Type Input Value

Contact Card Template - Multi Instance Supplier Contact Card

Sales Order Approval Card - Multi Instance Sales Order Approval Card
Review the details you’ve entered, and click Finish in the Review step.

Card Template Type	Input Value
Contact Card Template - Multi Instance	`Supplier Contact Card`
Sales Order Approval Card - Multi Instance	`Sales Order Approval Card`

Log on to answer question

Step 3: View supplier contact card on your mobile device

Make sure you are choosing the right device platform tab ( Android or iOS ) above.

If you can see the supplier card, skip to step 6.

Tap the Add button in the SAP Mobile Cards Android application.
Tap Subscriptions.
Tap Supplier Contact Card.
Tap Subscribe.
Tap back ← twice to go back to the card view.
Enter travel adapter in the search bar of the app, and Tap the card.

The app is capable of searching the details within the card. So, as a relationship supplier manager, if you know that you want to procure travel adapters, you can simply search for it in the search bar, and the app will show a list of all the suppliers that supply a travel adapter as cards.
Tap the actions menu ().
Tap on Call, SMS, Open Maps and Email action to perform the corresponding action.

If you can see the supplier card, skip to step 5.

Tap More → Subscriptions in the SAP Mobile Cards iOS application.
Tap the All tab, and then tap Office Products.
Tap Subscribe.
Tap All Cards.
Tap a card to open it, and see the contact details of the supplier on the front of the card.

If you are on a trial landscape, you will see a maximum of 3 card instances, i.e. 3 products.

Use the carousel to swipe left/right and select a card.
Tap the flip card button , and then Tap the actions button to view the actions.
Tap Call, SMS,Email, and Open Maps action to perform the corresponding action.

Which Supplier Organisation is seen in the card?

Step 4: View sales order approval card on your mobile device

Make sure you are choosing the right device platform tab ( Android or iOS ) above.

If you can see the supplier card, skip to step 6.

Tap the Add button in the SAP Mobile Cards Android application.
Tap Subscriptions.
Tap Sales Order Approval Card.
Tap Subscribe.
Tap back ← twice to go back to the card view.
Tap on a card to open it.
Tap the actions menu (), and Tap Approve Order.

The value for LifeCycleStatus changes to Accepted.
Tap back (←) → Expand the actions menu in the main view → Tap Reject Order → Enter a reason e.g. Invalid Amount → Tap Reject Order.

The value for LifeCycleStatus changes to Rejected: Invalid Amount.

If you can see the supplier card, skip to step 5.

Tap More → Subscriptions in the SAP Mobile Cards iOS application.
Tap the All tab, and then tap Sales Order Approval Card.
Tap Subscribe.
Tap All Cards.
Tap a card to open it.

If you are on a trial landscape, you will see a maximum of 3 card instances, i.e. 3 products.

Use the carousel to swipe left/right and select a card.
Tap the flip card button → Tap on the actions button → Tap on Approve Order.

The value for LifeCycleStatus changes to Accepted.
Tap the actions button → Tap Reject Order → Enter a reason e.g. Invalid Amount → Tap Reject Order.