Template Setting

  • Last update:July 07, 2025
  • Overview

    Version

    Report Server VersionApp VersionHTML5 Mobile Display Plugin VersionFunctional Change
    11.0V 11.0V 11.0/
    11.0.18V11.0.83V11.0.83Changed the entry of Template Setting from Others to Template Preview Configuration.

    Application Scenario

    For static reports on mobile terminals where data remains unchanged in a short period, an overly sensitive pull-down refresh can impact your browsing experience. Therefore, you need to set Refresh Setting to No Refresh or Button Refresh.

    During the preview of an FRM report on mobile terminals, the component can only be scrolled after you select the component in the template for activation. To accommodate your interaction habits, you can control the component activation function through the global setting.

    Function Description

    To set Refresh Setting and FR Global Component Selectable for a template, you can log in to the decision-making platform as the admin and choose System Management > Mobile Platform > Template Preview Configuration.

    Refresh Setting

    Setting Method

    Log in to the decision-making system as the admin and choose System Management > Mobile Platform > Template Preview Configuration.

    You can set Refresh Setting to No Refresh (the default setting) or Button Refresh, as shown in the following figure.

    The following table shows the application scopes and effects on mobile terminals of the two setting items.

    Refresh SettingApplication ScopeEffect
    No RefreshAppHomepage and templatesWhile no refresh icon exists, pull-down refresh is not supported.
    Directory, Common, and MessageWhile no refresh icon exists, pull-down refresh is supported.
    HTML5Homepage, Directory, and templatesWhile no refresh icon exists, pull-down refresh is not supported.
    Button RefreshAppHomepageWhile no refresh icon exists, pull-down refresh is not supported.
    Directory, Common, and MessageWhile no refresh icon exists, pull-down refresh is not supported.
    Templates (Vertical screen/Zoomed in/Horizontal screen on the tablet)You can click the existing refresh icon to refresh the content, but pull-down refresh is not supported.
    Templates (Horizontal screen on the mobile phone/Parameter panel)While no refresh icon exists, pull-down refresh is not supported.
    HTML5Homepage and templates (Vertical screen/Zoomed in)You can click the existing refresh icon to refresh the content, but pull-down refresh is not supported.

    Effect Display

    If you have set Refresh Setting to Button Refresh in the previous step, the setting takes effect after you log in again on the mobile terminals, and the refresh button appears when you view a template. The following figure shows the effect on the DataAnalyst app.

    FR Global Component Selectable

    The function is only supported in the FRM report. Log in to the decision-making system as the admin, and choose System Management > Mobile Platform > Template Preview Configuration. FR Global Component Selectable is selected by default.

    The following figure shows the effect.

    The setting is related to the activation effect of the component after you select the component on the mobile terminals. 

    After you select FR Global Component Selectable, the setting takes effect when you select a component in the FRM report.

    After you deselect FR Global Component Selectable, no activation effect exists for a selected component on the mobile terminals, and the setting does not take effect when you select a component in the FRM report.

    Attachment List


    Theme: Fine Mobile
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