Enabling case processing in offline-enabled mobile apps

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, even if the users' mobile devices cannot connect with the server.

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

Before you begin: Prepare the framework for your offline-enabled mobile app:

Create a Pega Platform application and configure a mobile channel for the application. For more information, see Designing apps for offline mode and Setting up mobile apps.
Ensure that you have a case type that you can use in the offline-enabled mobile app, and that the case type only uses features that are supported in offline mode. For more information about offline-supported features, see Understanding offline features. For more information about creating a case type, see Creating a top-level case type.

Note: After you make changes to your application that affect case management, data management, or the user interface, preview your mobile app on a mobile device to ensure that it looks and operates as expected. For more information, see Previewing mobile apps.

Open your mobile channel:
1. In the navigation pane of App Studio, click Channels.
2. In the Current channel interfaces section, click the icon that represents a channel for your mobile app.
On the mobile channel page, on the Configuration tab, click the General category.
In the Offline section, select the Enable offline support check box.
On the Configuration tab, click the Offline category.

In the Offline support section, manage the case types that are available offline:

Choices	Actions
Add a case type	Click Add case type. In the Available case types window, select the check box next to the case type that you want to add. Click Submit.
Remove a case type from the list	Next to the case type that you want to remove, click the Remove icon.

Configure the navigation experience in the offline-enabled mobile app by replacing the native My Work page with a web-based Worklist page.
Offline-enabled mobile apps do not support the native worklist component.
For more information about adding and removing navigation pages, see Adding items to the menu bar.
Click Save.

Result:

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

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