Offline Profile List

What is it?

The DragOnce Offline Mode is developed for mobile app users to continue creating or updating records in forms, even in locations or situations where the network is unstable or unavailable.

Below is a visualization of how records are processed between web and mobile apps:

How to configure it?

1. The prerequisites for applying an offline mode include: A form with mobile version and with offline profile

2. Offline Profile is used to display the offline mobile profile

3. It is used to control the offline permission setting, it combined and extended online permissions settings

Offline Profile List

a. Offline Profile List lists out all offline profiles within the app

b. Select Offline Profile in the Page List sidebar of an app to open Offline Profile List

c. Press [Create] button on top to create a new Offline Profile

d. Offline Property Settings pop-up window will be open after pressing [Create], user can configure the name, icon and background color of the Offline Profile, then click [Create & Open] or [Create] to create a new profile

e. An offline profile will be created in Offline Profile List

f. The Offline Profile page list shows column below:

g. Press [Recorder] button will display Handles in front of the icons, for reordering display order and the download sequence of the offline forms

Offline Profile

In the upcoming section we are going to introduce how to set up an offline profile and those behind logic we need to be aware of during configuration. A real case scenario is designed for introducing the functions and the steps to set up Offline Profile.

Offline Mode Scenario

ABC Construction Company requested that DragOnce should be able to support offline editing during site inspection time, so that employees can download the inspection records when the network is stable and edit the form during site visit, which network connection may not always be available. When inspection is done, the employee can upload and sync the inspection records back to the server.

Company Normal Practice

1. Supervisor will fill the [Reported By],  [Reporting Date] and [Location of Defect] in a form a few days before inspection`, which is used to assigns his subordinates to the site in a specific period and location

2. Subordinate receives the assignation and download the inspection form before site visiting (Online to  Offline Synchronization)

3. Subordinate use the Offline Mode to marks and save the inspection result

4. After site inspection is done and is able to connect the network, subordinate is required to upload all the inspection results back to System (Offline to Online Synchronization)

Offline Profile Overview

Based on the above scenario, an offline profile is required to be set up.

a. Sample App [Defect Reporting Form] is designed for the following elaboration, it contain a reference table

b. All the screenshot and setting would base on the Sample App configuration

c. Offline Profile contain 6 parts configuration, we will introduce in the coming section - Main Form Configuration

Main Form Configuration

a. Form with mobile views will be displayed in the drop-down list. Select a form will add to below

b. Select an added form and use the property configuration of the right hand side to set up the form

c. Only 2-levels of Reference Tables or Subforms are supported. 

d. User can either click add reference table button or add subform button to add a reference table or sub form, if a form contains a 2nd level form, it will list under the relative category.

e. In an Offline Profile, only 1 parent form referencing 1 Reference Table or Subform in the parent form can be inserted, as in below example

f. One form could exist in an Offline Profile only once i.e. either be the main form or one of the forms in Reference Tables.

g. All Reference Tables and Subforms have their own settings that need to be configured one by one when necessary.

h. If the main form is attached and connected with another reference table, the company also needs to add the form during Offline Mode. otherwise the defect reporting form cannot direct to the reference form.

i. If the permission is different to the main form, the user need to set the permission for reference table separately

General

a. Set general offline permission, when user is under Offline Mode, the offline permission will always override the online mode

b. If functions toggle is on, user is able to create new records, view download records and modify downloaded records

c. If functions toggle is off, the permission is not allowed

d. Max. No. of Records: is preset 10000, and is not allowed to adjust

e. If over the max. Record, user will be notified.

f. If runtime user role is being ticked, user is allow to access the offline profile

g. If runtime user role is not checked, user is not allow to access the offline profile

h. The Offline Profile permission will combine the online mode permission and allow user to set extra permissions

Workflow States and Actions

a. Define which workflow states and actions will be supported during offline access.

b. If a Workflow State is NOT selected, it will NOT be downloaded during synchronization. The records to-be-downloaded will intersect with the results after the below Record Filters.

c. If an Action is NOT selected, the user will NOT be able to choose that action during offline access. The available actions will intersect with those the user could take when they are online.

Record Filters

a. Administrators can set different controls to filter the data downloaded by users

b. Toggle ON/ Off Record for current stakeholder only: to control records being downloaded only by current  stakeholders

c. Filtering: for example: A user is only allowed to download the Reporting Date and the upcoming 7 days inspection record and the workflow state is ‘Saved’’ and Reported By is ‘Current User’.  The filter should be set as above: 

Widget Values Post Processing

a. Calculation functions were supported partially in Offline Profile. You could define which widgets to go through calculation post-processing to re-calculate and get the latest values during synchronization.

b. When widget under Widget Value Post-Processing is checked, the value will be re-calculated

c. If the widget is unchecked, the value will not be recalculated

d. The widget can be shown in Widget Values Post Processing if the form widget contain calculation with other widgets or is mapped by Page Data Source

Offline Mobile List View

The overview of an offline mobile form, user can prioritize the form widget sequence display in Offline Profile

Synchronization

A. During synchronization, the system will compare and validate the offline record.

B. After synchronization, the system will store all the offline records in a temp file - Transaction History

a. Passed, the record will be listed under Transaction History with status Success, the record will be sync to server successfully 

b. Failed, the record will be listed under Transaction History with status Waiting to resolve, super admin need to review the case and proceed further action.

C. Offline Profile synchronization will ONLY support FORM validation, the workflow validation will be skipped during offline synchronization

D. Issues cause synchronization unsuccessfully 

a. Error Encountered: Transaction ID Error

i. Sync Incomplete: Download Incomplete - Synchronization Cancelled

ii. Sync Incomplete: Upload Incomplete - Error Encountered: Please try again

Super Administrator Role - Transaction History

A. Transaction History is a table stored all the offline synchronized results

B. Super Admin is able to review all the past offline success and failure records 

C. It is located under super administrator.

D. The table is sort by upload time in descending order

E. With 2 Tabs: 

a. Waiting to resolve: filter transaction status is “Waiting to resolve”

b. All: shows all the past offline records within the same page list

F. Columns for the Transaction History:

Transaction Status - Success 

A. A successful record list uploaded

B. If batch upload is successful, the transaction record can be seen in Server Records. Otherwise, the record will only be seen in uploaded Offline Data

Transaction Status - Waiting to resolve

A. A batch list shows records which are pending to resolve.

B. After Reviewing the transaction history, there are 3 Actions can be taken by super admin:

a. Ignore All: The system will skip all the records generated from that Transaction ID. The status will be updated to Ignored by {Resolver}

b. Mark All As Done: super admin has reviewed all the cases and the system will clear that Transaction ID in Transaction History. The status will updated to All Resolved

c. Mark as done: super admin has reviewed the case individually and cleared that case in transaction ID. The status will update to Partially Resolved, until the cases has been resolved, the system will change the status to All Resolved

C. All the offline controversy history will be attached in Uploaded Offline Data, if Server Record has record, super admin can compare the Uploaded Offline Data with Server Record and modify or update record and proceed workflow pushing in server Record

D. If the case does not have Server Record and has an issue, even though the user has marked the case is resolved, that record will not sync to the system automatically. user needs to create the record again in either online or offline mode to ensure the record is saved in server successfully

Transaction Status - All Resolved

A. A refresh page after super admin click Mark All As Done in Waiting to resolve

B. Status is changed from Waiting to resolve to All Resolved

C. Resolver is updated to super admin action taker

D. Execution time is retrieved and stored in Action Time

Transaction Status - Ignore by {Resolver}

A. A refresh page after super admin click Ignore All in Waiting to resolve

B. Status is changed from Waiting to resolve to Ignore by {Resolver}

C. Resolver is updated to super admin action taker

D. Execution time is retrieved and stored in Action Time

Activity Log

A. Activity log store all the single record modification and actions are being taken

B. If a record is created under Offline Mode, the Activity Log will highlight that Log Message in green color.

Mobile Page

IOS

Offline Mode is under the footer of the app

Offline Profile List interface

Synchronization - Downloading

The interface after pressing Offline Profile List - Synchronization

Offline Profile Interface

Create Record

Synchronization - Uploading

Downloaded

Waiting to Upload

a. User can upload a batch of records back to the system by clicking the upload button or upload a record separately by SWIPING LEFT for the single record

b. User is able to click into one record and modify the record

c. To Be Created tag means users created the record in Offline Mode

d. Modified tag means the records are downloaded from web, user retrieve and modify that record

e. SWIPING LEFT for the record To Be Created will have two options:

• [Upload] sync record to the server individually

• [Delete] delete the single record

f. SWIPING LEFT for the record Modified will have two options:

• [Upload] sync record to the server individually

• [Revert] the modified data will be clear, the original downloaded record will be found in the [Downloaded] Section

Draft

a. User can upload a batch of records back to the system by clicking the Upload Button.

b. User is able to click into one record and modify the record

c. All the Draft records should pass to Waiting to upload before synchronization

d. To Be Created tag means users create the record in offline mode

e. Modified tag means the records are downloaded from web, user retrieve the record, update or modify the record

f. SWIPING LEFT for the record To Be Created will have one option:

• [Delete] delete the single record

g. SWIPING LEFT for the record Modified will have one option:

• [Revert] the modified data will be clear, the original downloaded record will be found in the [Downloaded] Section

h. If there are records saved in Draft, user is not allow to download record from online

Upload History

a. A place to store synchronize log history

b. After Synchronization, DragOnce will automatically generate a unique Transaction ID, the ID allow super admin to review and process further action

c. [Uploaded Successfully] means synchronization is successful

d. [Error Encountered] means synchronization is fail,  the controversy cases 

e. Super admin can review the controversy cases in Transaction History

f. [Clear All] button is used to clear all synchronized history

Android

Offline Mode can be found in the sidebar

Offline Profile List interface