1. Configuration Details

1.1 Create a Platform Application

1. In the Admin Console, go to App Center Management → App List.
2. Click the “New Platform App” button in the top-right corner to open the Create Platform Application page.

1. Fill in the basic information for the platform application: - App Name: up to 10 characters, required.
   - App Icon: choose a system-provided icon or upload a custom icon.
   - Description: describe the app’s features and functionality.
   - Scope: select the applicable scope by User/Dept./Role.

Caption: Enter basic app information

1.3 Web Application View and Configuration Steps

1. Select the Web tab and click “New Template” to open the New Web View Template basic info page.

2. Basic Information: Click Edit on the right to modify required fields for the newly created app. Click “Confirm” to apply changes immediately, as shown below:

Caption: Edit PaaS app basic information

Caption: New Web view template

• Template Name: name of the Web view template; required.
• Template Priority: when a user accesses the app, the template with the higher priority loads by default. Priority is 0–9; larger number = higher priority.
• Scope: assign by User/Dept./Role.
• Page Layout: choose from five layout options.

Caption: Web view template details

1. Enter the Menu Item configuration page, shown below:

Caption: Select menu items to include in this view

1. After configuring menu items, proceed to Toolbar configuration. - The toolbar appears in the view’s top-right corner. You can configure up to three items from Scene, Tools, Calendar, Task. Drag desired components into the toolbar “+” area to add them.
   - On the far right, you will find Global Settings and Component Settings. Global Settings include whether to enable Global Search and search box style. Component Settings contain configuration options specific to the selected component.

Caption: Web view toolbar configuration

1. Page Configuration - Left: component list. Supported component categories: Generic, BI, Collaboration, Business, Container.
   - Center: component display area.
   - Right: Global Settings and Component Settings, where you configure parameters for each component.

Caption: Web app view configuration mirrors Web custom page setup

1.4 Mobile Application View and Configuration Steps

1. Select the Mobile View tab and click “New Template”.

Caption: New mobile view template

1. Fill in the new mobile view template basic information: - Configure Template Name, Template Priority, and Scope.
   - Mobile view supports two page layouts: Single Page and Bottom Navigation.

Caption: Mobile view basic info (Bottom Navigation layout)

1. Page Configuration - The mobile view editor divides into three columns (left to right): Component List, Configuration Area, Global/Component Settings.
   - Use the Configuration Area to set bottom navigation and page details.
   - Click the “+” in bottom navigation to open the Bottom Navigation Menu Selector and configure entries.

Caption: Mobile view page configuration

• Note: Bottom Navigation Menu Selector supports selecting Object-type and Page-type entries.

Caption: Bottom Navigation Menu Selector

1. Enable the new app - After configuring the app view, click “Enable” in the list to make it active.
   - Click “Edit” to reopen the app’s admin interface for further changes.
   - Click “Delete” to remove the app; deleting an app also removes all its configuration and data.

Note: Describe the effect of Enable/Edit/Delete using concise text when possible; avoid unnecessary images where a short explanation suffices (refer to workflow configuration best practices).

Caption: Enable platform app

2. FAQ

2.1 How to adjust menus on the DingTalk mobile client?

• Confirm whether the DingTalk mobile client displays the legacy H5 page or the Mobile View.
• If it’s the legacy H5 page, check if the Admin Console contains the “DingTalk - ShareCRM” app.
• If the “DingTalk - ShareCRM” app exists, apply for the “DingTalk H5 (New Base)” gray release.
• After approval, the DingTalk mobile client will display the mobile view for the “DingTalk - ShareCRM” app.
• Locate the corresponding mobile view and edit the menu entry component to adjust the menu.

Note: The legacy H5 page includes an “All Objects” menu item.

2.2 Which role can assign “New Platform App” and “New Enterprise Custom App” permissions?

• System Administrator role.

2.3 Which licenses provide the WeCom (Enterprise WeChat) SCRM application?

• wechat_standard_50_app
• wechat_standard_100_app
• wechat_standard_edition
• wechat_standardpro_edition
• wechat_strengthen_edition
• wechat_standard_30_app
• wechat_interface_permission_interworking_without_license
• wechat_interface_permission_base_without_license
• wechat_standard_upgrade_wechat_standardpro_edition
• wechat_standardpro_upgrade_strengthen_edition
• wechat_standard_upgrade_strengthen_edition
• wechat_interface_permission_base_app
• wechat_interface_permission_interworking_app
• wechat_scrm_private_30_industry
• wechat_scrm_private_100_industry
• wechat_scrm_private_200_industry
• wechat_scrm_private_500_industry
• wechat_scrm_private_500plus_industry
• scrm_sales_account_industry

2.4 Which licenses provide the DingTalk - ShareCRM application?

• dingtalk_strengthen_edition
• dingtalk_standardpro_edition
• dingtalk_standard_edition
• order_plus_dingtalk_app

2.5 How to determine whether the WeCom/DingTalk mobile CRM homepage uses the “CRM App” or the “WeCom SCRM / DingTalk - ShareCRM” app?

• On the WeCom/DingTalk mobile client, open the CRM homepage, tap the three dots in the top-right corner, and copy the page link.
• Log in to ShareCRM on the web, open a new tab, paste the link, and press Enter. Check the appId value in the URL to identify the app.

Caption: If appid shows “crm” as in the screenshot, it is the CRM app

• WeCom SCRM appId: “FSAID_PaaS_fef1291125144”
• DingTalk - ShareCRM appId: “FSAID_PaaS_a1d2098370008”

2.6 Why can only some employees see the mobile view on WeCom/DingTalk?

• First, follow 2.5 to confirm which app’s view is being used.
• In the Admin Console, check the App Scope and View Scope for the corresponding app to confirm whether those employees are included.