Working with Drafts in Tasks
You can view, filter, sync, and delete drafts in Tasks.
Viewing Drafts
To view your drafts in the App:
- Tap Tasks
. - Tap All tab or In Progress tab of the Tasks screen.
Tasks containing drafts have an additional row with the following indicators:
- "Draft Last Saved" to indicate that the task has a draft.
- Warning icon
indicates that you have a draft that exists only on your device. This will be seen when you create a draft in Offline mode.
Filtering Drafts
To filter the In Progress view to see only drafts:
- Tap Tasks .
- Tap Filter
to open the Filter screen. - Tap Show Draft Only selector.
- When finished tap Done.
Syncing Drafts
To sync your drafts between Web and App:
- If you are working online in the web and have an active Unifier session in the app, the draft is seen in the app when you tap Tasks log and BP log.
- If you are working online in the app and create a draft in the app, the same draft is seen immediately in the Unifier web application.
- If you are working offline in the app, create a draft for a record that already has a draft in the web, the draft version with the latest date and timestamp is retained. This happens when you switch back to Online mode and an auto-sync is performed between the app and the web.
- If you are working offline in the app and in an existing record, the Warning icon appears in the log and the Outbox tile displays the # of records pending sync. When you switch to online, the Outbox badge count is 0, the Warning icon disappears, and the same draft is seen in Unifier server.
- If you are working offline in the app and in a new record, the Warning icon appears in the log and the Outbox tile displays the # of records pending sync. When you switch to online, the Outbox badge count is 0, the Warning icon disappears, and the same draft is seen in Unifier server.
Note: The same conditions apply to non-workflow BP records.
Deleting Drafts
To delete your drafts of existing and new records from the Tasks and the BP tiles, use either of the following methods:
- Tap More
and select Delete Drafts to delete drafts in bulk. - Tap More and select Delete Draft to delete drafts within the record.
Notes:
- Outbox tile will only list the records and drafts that are waiting to be synced with the server.
- Automatically sync Outbox selector will no longer be available in the Data Synchronization page in the Settings tile.