Workspaces Overview

Workspaces provide access to your projects/shells and Company Workspace. You can access a project if you are a member of that project, or if you have the permission to view that project's business process (BP) records. You can view, create, and manage workflow and non-workflow BP records. You can also download and synchronize projects for use in Offline mode. This component is available only for standard users.

Within each workspace, all BPs that have been enabled for the Unifier Mobile App are displayed. You can access or view a BP record only if you have the applicable permissions. The number of BP records that you can see in your project depends on the amount of data that you have downloaded.

The first time that you log on, you are taken to the Workspace Selection screen. After you select a workspace, your device takes you to the selected workspace the next time that you log on. To select a different workspace from the Workspace Selection screen, tap the down arrow next to the current workspace name.

When you access a workspace, a Video Tutorials banner appears at the top. To view applicable videos, tap Show Videos. To dismiss the Video Tutorials banner, tap . You can access the videos at any time through Settings.

Home Workspace provides access to the components that are common to all workspaces, include Tasks, Outbox, Recent, and Settings.

All Workspaces displays an alphabetical list of the workspaces that you have access to. To limit the list of workspaces in All Workspaces to those that are view-only, tap Filter , enable View Only Workspaces, and tap APPLY.

Recent Workspaces displays a list of up to four workspaces that have been accessed only on mobile devices.

Search lets you look for any workspace except Home Workspace.

Additional Cases

If you are scrolling and you are offline, but have internet and server connectivity, an alert is displayed. If you select Yes, you are switched to Online mode and you can download the next set of data. If you select No, the alert is dismissed.

If you are scrolling and you are offline with no internet or server connectivity, an alert is displayed, which you can dismiss by tapping OK.