Working Offline

You can switch from Offline mode to Online mode. After performing an action in Offline mode, select to switch to Online mode when prompted.

When working offline, real time data existing in the server is not retrieved. In Offline mode, you can only access projects that you have downloaded or projects and BP tiles that were accessed in Online mode.

The changes you make in Offline mode are stored only on your device; the changes are uploaded to the server only when your device is synchronized with the server when you have network connectivity.

Your offline session is limited to one month. If the Unifier Mobile App determines that you have not logged in for one month, an alert appears and you are required to log in again.

Downloading Projects

To download projects that you can access in Offline mode:

  1. Select the workspace.
  2. Tap Download .

To update the data for the projects you downloaded, tap Sync . You must have network connectivity to synchronize.

Note: Picker data and attachments are not downloaded.

Downloading Records

To download records that you can access in Offline mode:

  1. Tap a record to download it automatically.
  2. Tap the Cloud icon.
  3. Tap  in the upper-right corner and select Download Records for Editing (maximum 200 records at a time) or Download All Records for Reference.

    Note: Selecting Download All Records for Reference is not advised, and you will be given a confirmation message to validate the action before it is performed. Selecting No will take you back to the record log screen. Selecting Yes will trigger the download of all records, provided you are in Online mode.

A progress bar is displayed to indicate the download progress along with a cancel button. During a download, user actions are prohibited aside from canceling the download. The download automatically stops if there is a resource unavailability (space or internet connection), and you receive an alert message.

With Download All Records for Reference, only Upper forms are downloaded with all attribute details excluding attachments, comments, and Detail forms. These records are partially downloaded to save memory.

A new icon is linked along with partially downloaded records to distinguish between records that have been completely and partially downloaded. Partially downloaded records are not displayed in the BP record log in Offline mode. They are available for offline referencing in the BP Picker.

Note: This has no impact on completely downloaded records.

On the Filter screen, if Show Records That Have Not Been Downloaded is enabled, partially downloaded records are displayed in the BP record log along with records that have not been downloaded. Partially downloaded records can be completely downloaded by tapping the icon_downloadIOS icon, accessing the record in Online mode, or selecting the record as part of Download Records for Editing.

Even if Mobile log view is selected or a filter is applied, all records are downloaded as part of Download All Records for Reference. Based on the applied filter, the app filters out other reference records and displays only the specified records. Completely downloaded records have no impact on selecting Download All Records for Reference.

Note: Using Filter or Mobile log view to load only the required data is recommended for better device performance.

When a download is done, the record details for a particular record are downloaded as well as all the picker data present in the record. If you work offline, the record and the picker details are displayed. To download the attachments of a record, continue to tap the Download option to save the file locally onto your device.

If you are downloading a record 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 record. If you select No, the alert is dismissed.

If you are downloading a record and you are offline with no internet or server connectivity, an alert is displayed, accompanied by the OK option.

Viewing Records

Each BP tile contains an Offline Records tab. The Offline Records tab displays all the downloaded records. Tap Offline Records to access these records.

In Online mode, when you open a record from the Offline Records tab, the latest information is retrieved from the server. In Offline mode, when you open a record from the Offline Records tab, the saved record details are displayed. These record details are based on the content that was present when you saved the record.

Note: If you downloaded records that were updated after the download, the content may be outdated. For example, if you updated a non-workflow BP record for which the Status has been changed to Inactive, the app displays an alert, and you need to select a different Status if you want to continue.

Deleting Offline Data

To delete offline data:

  1. Tap  in the upper-right corner, and select Delete Downloaded Record(s).

    The screen is in Edit mode so that you can perform the deletion.

  2. At the bottom of the screen, tap Delete or Delete All.

    A list of all the records saved in your device is displayed. A confirmation alert is displayed in both the Online and Offline modes.

    Note: When selecting Delete Downloaded Record(s), all data, including partially downloaded records, are deleted.

Working Offline

To work offline:

  1. Tap Settings .
  2. Tap Data Synchronization .
  3. Tap the Work Offline switch.

You can also access the Work Offline switch from the Home Workspace screen by tapping Data Synchronization .