I. Configuration Features Explained

1.1 Creating Platform Applications

1. In the Admin Console, navigate to Application Center Management → Application List.
2. Click Create Platform Application in the upper-right corner to access the creation interface.

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1. Fill in the basic information for the platform application:
   • Application Name: Limited to 10 characters (required).
   • Application Icon: Choose from preset icons or upload a custom one.
   • Function Description: Describe the application’s features and benefits.
   • Scope: Define access by colleagues, Departments, or Roles.

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1.3 Web Application Views & Configuration Steps

1. Select the Web Application Views tab, click Create Template, and enter the basic information interface.

2. Basic Information:

   • Click Edit to modify mandatory fields. Changes take effect immediately upon confirmation.

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• Template Name: Required field for the Web view.
• Template Priority: Higher numbers indicate higher priority (0–9).
• Scope: Assign access by colleagues, Departments, or Roles.
• Page Layout: Five layout options available.

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1. Menu Configuration:
   • Select menu items to include in the view.

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1. Toolbar Configuration:
   • Add up to three components (e.g., Scenarios, Tools, Calendar, Tasks) to the toolbar.
   • Configure global settings (e.g., search bar) and component-specific settings.

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1. Page Configuration:
   • Left Panel: Component types (e.g., General, BI, Collaboration, Business, Container).
   • Center: Component display area.
   • Right Panel: Global and component-specific settings.

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1.4 Mobile Application Views & Configuration Steps

1. Select the Mobile Application Views tab and click Create Template.

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1. Basic Information:
   • Configure Template Name, Priority, and Scope.
   • Choose between Single Page or Bottom Navigation layouts.

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1. Page Configuration:
   • Left Panel: Component list.
   • Center: Configure bottom navigation and page details.
   • Right Panel: Global/component settings.

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• Note: Bottom navigation supports Object Class or Page Class configurations.

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1. Enable the Application:
   • Click Enable to activate the view.
   • Edit: Modify configurations.
   • Delete: Remove the application (irreversible).

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II. Frequently Asked Questions

2.1 How to Adjust Menus in DingTalk Mobile?

• Verify if the interface uses the legacy H5 page or mobile view.
• If legacy H5, check for the DingTalk-ShareCRM application in the Admin Console.
• Request DingTalk H5 (New Base) grayscale access.
• Once approved, edit menu entries in the mobile view’s Menu Component.

Note: Legacy H5 pages include an All Objects menu item.

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2.2 Which Permissions Are Required for “Create Platform Application”?

• System Administrator Role.

2.3 Required Licenses for WeChat SCRM Application

• wechat_standard_50_app
• wechat_standard_100_app
• wechat_standard_edition
• (Full list retained for accuracy)

2.4 Required Licenses for DingTalk-ShareCRM Application

• dingtalk_strengthen_edition
• dingtalk_standardpro_edition
• dingtalk_standard_edition
• order_plus_dingtalk_app

2.5 Identifying Mobile View Sources (WeChat/DingTalk)

1. Copy the CRM homepage URL via the mobile app’s three-dot menu.
2. Paste the link in a browser and check the appid:
   • CRM Application: appid=crm
   • WeChat SCRM: appid=FSAID_PaaS_fef1291125144
   • DingTalk-ShareCRM: appid=FSAID_PaaS_a1d2098370008

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2.6 Partial Visibility Issues in Mobile Views

1. Confirm the application source (per 2.5).
2. Check the user’s inclusion in the Application Scope and View Scope settings.