Other Topics

Alerts

Alert messages regarding form data are sent to the application for your attention. This could be when a form is rejected in review, there is a conflict in data or any other general alert. Depending on the configuration, successful form submissions may also send an alert to the user. For e.g. a sales order is created successfully, the sales order number can be sent to user in an alert.

Tap on the Alerts card to display all the alerts. Tap on the individual alerts to open the corresponding form.

Settings

Tap on the settings Gear icon to display the settings in the mobile app.

The options available are:

Displays the user’s name and the connection status with the forms backend. Tap on the icon to check connection status
Sync status. Indicates the current sync status (idle/processing/downloading). Tap on the download icon to check for any pending messages on the server (may be required if push notifications were not delivered for e.g.) Tap on the status icon to refresh status
Errors, Warnings and Info. Tap on the icon to view all the messages
Logs and log level. Tap on the upload icon to send the logs to the server or on the email icon to email it to support. Tap on the log icon to view the logs on the device. Change the log level via the dropdown
- Important - Default, records errors and important messages
- Error - Records mainly errors in the log
- Debug - Required only for trouble shooting. Can slow down app if enabled on some devices
Push notification. Tap on the icon to test if push notifications are working in your landscape. A notification will be displayed after a few seconds on tapping if successful. If a notification is not shown, contact your administrator for help.
Advanced. Use with care. Tap on the trashcan icon to delete all the local data and reset the application. All local data only will be lost and you will need to login into the app again.

Refresh Forms

Tap on the Refresh button or Pull down the worklist to refresh all the forms in your work list.

Any new forms that were created for you will also be downloaded. You will not be required to use this in the normal case as incremental data will be pushed to your device. However if notifications are not delivered to your device you can pull down to refresh or use the Refresh button (browser) to download data manually.

Also on browsers (Push notifications may be missed), downloading other users updates can be achieved by hitting the Refresh button.

Refresh System Data

System data on the device comprises the Form Templates and the Master Data that you work with. Both Form Templates and Master Data are automatically refreshed when you restart the app. However in some edge cases you may want to manually refresh them. This can be done by hitting the “Download” button and selecting one or both options from below.

Download all the Form Templates (design)
Download all the Master Data