SharinPix Mobile App: Checklist
The SharinPix checklist feature provides a list of tags ready to be filled with images uploaded by users. When using this feature, if a tag is applied to the minimum number of images required, the associated tag entry turns from red to green on the checklist.
Opening the checklist on the SharinPix mobile app
In order to access the checklist feature on the SharinPix mobile app, a deeplink can be used.
SharinPix uses deeplinks to launch the SharinPix app from other mobile apps such as the Salesforce mobile app or Salesforce Field Service (FSL) app.
For more information about the deeplink syntax, you can refer to the following article:
Checklist configuration
To configure the checklist feature in a deeplink, the parameter checklist should be used. The value will then correspond to each tag entry, separated by the semicolon symbol (that is, by ;).
The example below demonstrates the checklist parameter with five tags (Kitchen, Bedroom, Living-Space, Balcony, and Outdoor):
checklist=Kitchen;Bedroom;Living-Space;Balcony;OutdoorUsing the above example, users are required to upload at least one image for each tag to complete the checklist.
Checklist configuration to cater for minimum number of images required
The checklist feature allows you to set a minimum number of images to be uploaded under each tag. The syntax here is two asterix symbols (that is, **) followed by the minimum number of images as demonstrated below:
checklist=Kitchen**3Using the above checklist configuration, the users are required to upload at least three images under the tag, Kitchen.
checklist=Kitchen**3;Bedroom**2Using the above example, users are required to upload at least three images tagged with Front, at least two images tagged with Side, and at least one image tagged with Bedroom in order to complete the checklist.
Note:
You can still submit the captured images even if the checklist is not completed. The checklist feature is mainly used as a status and does not block submission when incomplete.
Demo
Now that you know how to configure the checklist parameter, let's see how it looks like on the SharinPix mobile app.
For this demo, we will use the following checklist configuration in our deeplink:
checklist=Kitchen**3;Bedroom**2;Living Space**2;Balcony**2;Outdoor**3
Once you select the deeplink, the SharinPix mobile app is launched and the checklist feature is displayed as follows:
Next, we will upload the required number of images for the Kitchen tag:
Once all images have been captured, you should tap on the check button located at the bottom right corner to validate the checklist and submit the images.
Tips:
- If you attempt to submit the images before the completion of the checklist, you will be prompted with a message asking if you wish to exit despite the missing tasks. This message can be personalized using the incomplete_checklist_alert_text parameter.
- The tag entries on the checklist can be parameterized in such a way so that once the required number of images has been uploaded for a tag (that is, when the tag entry color changes from red to green), the corresponding row is sent to the bottom of the list. For such configurations, you can make use of the checklist_order parameter.
- The checklist page displays all images captured for each tag in the same job. So, you will still be able to see the existing images from previous sessions. Also, if you have added tags to some images before coming to the checklist page, those images will also appear if the tag is also present in the checklist. An example is provided below.
- The SharinPix mobile app is opened with
auto_tag=Outdoor. - Some images are captured with the
Outdoortag. - The SharinPix mobile app is then opened again, but this time with
checklist=Kitchen**3;Bedroom**2;Living Space**2;Balcony**2;Outdoor**3. Here, you will notice that all images captured previously with the auto tagOutdoorare available in the checklist by default as depicted below:
- The SharinPix mobile app is opened with
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