This document will outline the steps in Drive Axle needed to link to a custom screen within an application.


Step 1: Go to the Drive Axle Platform Dashboard

First log into Drive Axle and navigate to the Platform Dashboard, by pulling down the “Document Hub” tab, or by going directly to https://dashboard.driveaxleapp.com/


Step 2: Create a Custom Screen

To start creating a custom screen, navigate to the “Custom Screens” page found in the “App Configuration” tab, or go directly to https://dashboard.driveaxleapp.com/#screens....


Steps to create a custom screen:

  1. Click the “Add a screen” button as shown below being pointed to by the red arrow. 
  2. Next, choose a screen code (in all capital letters, conventionally) and enter it into the “Code” box highlighted in a red box below.
  3. Similarly, choose a descriptive title for this new screen and enter it into the “Title” box highlighted in a green box below.
  4. From here, build the screen by adding actions using the “Add an action” button as shown below being pointed to by the blue arrow, and adjusting the type and the fields of those actions by manipulating the items highlighted in a blue box below.
  5. Click the blue “Save” button in the upper right-hand corner to finish building the new screen and it will be added to the list of Custom Screens.

Note 1: The screen code and the screen title do not have to match, but for clarity that is often preferred.

Note 2: There are several types of actions including but not necessarily limited to:

  • Document Scan
  • Launch App
  • Logout
  • New Message
  • Screen
  • Telephone
  • Text
  • Web Browser



Step 3: Create an Action That Links to a Custom Screen

Now that the new custom screen exists, the next step is to create an action (a button in the application) that when used will navigate the application to the custom screen.

  1. First, navigate to the “Actions” page under the “App Configuration” tab, or go directly to https://dashboard.driveaxleapp.com/#actions.
  2. Next, Click the “Add an action” button shown below being pointed to by the red arrow. Choose a code (in all caps by convention) and enter it into the “Code” box highlighted in a red box below. Similarly, choose a title for the action button and enter it in the “Title” box highlighted in a green box below.
  3. Select “Screen” from the dropdown “Type” list shown below being pointed to by a blue arrow. Now choose and add a label in the Label field, an optional icon to appear to the left of that label, and the color that the button should be on the application, all of which can be found in the section highlighted in a blue box below.
  4. Finally, select the screen you’d like the button to link to from the “Screen” drop down list shown below being pointed to by an orange arrow. Finish by clicking the blue “Save” button.


Step 4: Go to the Dashboard List

Next, under the “App Configuration” Tab, click on the “Dashboards” button to navigate to the list of available dashboards.


Step 5: Alter the Placard

Here you will begin by clicking on the dashboard that contains the placard that you wish to change, and then also clicking that placard, as shown by the red arrows in the screenshot below. In the example below, the placard to be altered is the “Daily Health Screening” placard within the “Default Dashboard – Demo” dashboard.



Note: in the tablet screenshot of the application below, the “Daily Health Screening” placard that will be altered is shown highlighted in a red box. This is where the link to a custom screen will be added.


In the fields to the right of the placard list, locate the list of actions towards the bottom. In that “Actions” list, locate the action that was created earlier that links to the new custom screen. In the screenshot below, the “Annual Bonus Details” action being pointed to by the red arrow is the one that links to the custom screen, but the name should match the title chosen for the action in the “Create an Action That Links to a Custom Screen” step.


Note: The list of actions has a somewhat unintuitive behavior. Any action clicked on will be highlighted to show that it is selected, and the selected actions will appear in that placard in the application. Hold the Ctrl key and click on a selected action to de-select it and remove it from that placard.


Finally, click the blue “Save” button in the upper-righthand corner to alter the selected placard and dashboard.


At this point, the action has been added to the Dashboard and should be visible the next time the application is opened. In the left-hand screenshot below, the large red arrow is pointing to the new action button that was created and added to the Daily Health Screening placard. The screenshot below on the right shows the simple custom screen that appears when the new button is pressed.