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Enabling case processing in offline-enabled mobile apps

Updated on February 23, 2022

Improve the usability of your mobile app with offline functionality. With an offline-enabled mobile app, users can advance existing cases, create new cases, and open pages, without connecting to the server.

For example, on a business trip to a destination with limited connectivity, users can create expense reports, or open and edit current reports by adding comments and attachments.

Before you begin: Prepare the framework for your offline-enabled app:
Note: After you make changes to your application that affect case management, data management, or the user interface, preview your app on a mobile device to ensure that the app looks and operates as expected. For more information, see Previewing mobile apps.
  1. Open your mobile channel:
    1. In the navigation pane of App Studio, click Channels.
    2. In the Current channel interfaces section, click the tile that represents a mobile channel for your app.
  2. On the mobile channel page, on the Configuration tab, click the Offline category.
  3. In the Offline support section, select the Enable offline support check box.
  4. Manage the case types that are available offline:
    Add a case type
    1. Click Add case type.
    2. In the modal dialog box for offline case type configuration, select the check box next to each case type for which you want to enable offline support.
      Note: If the case type that you want to add has a warning icon, enable the required Allow multiple users locking strategy for that case type. For more information, see Managing concurrent access to a case.
    3. Click Submit.
    Remove a case typeNext to the case type that you want to remove, click the Remove icon.
    For example: A mobile app developer for the uPlus company, selects the Expenses case type to be available offline.
    Adding a case type to the list of offline-enabled case types
    The video demonstrates how an app developer enables offline support for an Expenses case type in Pega Platform.
  5. On the Content tab, click the Navigation category, and then configure the navigation experience in the offline-enabled app by replacing the native worklist page with a web-based page:
    1. In the row with the native My Work page, click the Remove icon on the rightmost side of the row.
    2. Click Add itemsPagesMy Work.
    Note: Offline-enabled apps do not support the native worklist component. For UI Kit-based applications, the name of the default web-based worklist is Worklist.

    For more information about adding and removing navigation pages, see Adding items to the menu bar.

  6. Enable access to web-based pages in offline mode:
    1. In the row for the web-based page, click the Edit configuration icon.
    2. In the modal dialog box for page configuration, clear the Display online version of page check box.
    3. Click Submit.
    For more information about building offline-compatible pages, see Designing the user interface of offline-enabled mobile apps.
  7. Click Save.

Users can create cases and complete assignments from the worklist without network access. When the offline-enabled app connects to a network, data synchronization communicates all the necessary changes between the app and the server.

What to do next: You can generate and install the installation packages, and then test the offline-enabled app on a mobile device. For more information, see Building mobile apps.
  • Creating offline configuration templates

    Determine the elements that are a part of your offline-enabled mobile app package by creating offline configuration templates. For example, create a template in which you add custom images and icons, to make them available in offline mode.

  • Previous topic Designing the user interface of offline-enabled mobile apps
  • Next topic Creating offline configuration templates

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