Mobile Creatio
Mobile Creatio is a remote workplace with instant access to customer data, calendar, mobile feed, etc. The mobile app is an auxiliary tool for accessing the Creatio instance on mobile devices.
Mobile Creatio basics
Using the Mobile Creatio provides the following advantages:
- Quick access to data and information exchange between the employee and the management.
- Enhanced interaction of the company's employees and departments.
- The timely arrival of vital information.
- Swift reaction to the arriving information.
- An increase in customer loyalty thanks to the swift reaction.
- An increase in field staff productivity.
Mobile Creatio offers the following opportunities to the users:
- Working with the data of the Creatio instance on a mobile device.
- The information is accessible even without an established Internet connection (hybrid and offline modes).
Mobile Creatio is implemented using the hybrid approach. A hybrid app is a web app wrapped in a native container. Unlike native apps, hybrid apps have a single codebase for every platform.
To customize Mobile Creatio (for example, change the section list, a set of business fields, the business logic settings, etc), set up the Mobile Creatio in the Creatio instance. Learn more about customizing the Mobile Creatio: Mobile app (user documentation), Mobile app setup (user documentation), Mobile app development.
One of the steps required to set up the Mobile Creatio is to choose the operation mode. Mobile Creatio has the following operation modes available:
Hybrid mode. The hybrid mode is designed for accessing the data when a stable connection to the Creatio server cannot be established. It is enabled automatically. This mode enables creating new records and working with schedules. Additionally, the most recent records (10 last records) are available for reading and editing when there is no Internet connection.Online. The online mode requires an Internet connection. In this mode, the user works directly with the server (the Creatio instance). The configuration settings are auto-synced in real-time.Offline. The offline mode only requires an Internet connection for the initial imports and subsequent synchronizations. In this mode, the data are stored on the mobile device. To acquire the configuration changes and update the data, run a synchronization with the Creatio instance server manually.
If conflicts occur during the synchronization, the details will be logged to the synchronization log, available in the hybrid and offline modes. Learn more about the operation modes of Mobile Creatio: Operation modes.
The Mobile Creatio uses the DataService web service to synchronize with the Creatio server. Learn more about Creatio integration using DataService: DataService.
To check if the custom functionality works as intended, follow the instructions: Mobile app debugging.
Schemas
Mobile Creatio architecture schemas
The Mobile Creatio utilizes the Apache Cordova framework for creating hybrid apps. The Cordova framework has the following advantages:
- Access to native device APIs for interacting with the database or peripheral devices (such as the camera or memory card).
- Native plug-ins for using the APIs of multiple mobile platforms (iOS, Android, Windows Phone, etc.). Additionally, developing custom plug-ins enables adding extra features and extending the API. Learn more about list of supported platforms and core plug-ins: Platform Support (official vendor documentation).
Mobile Creatio's core provides a single interface that enables the interaction of the client parts of the mobile app. The JavaScript files that the core utilizes can be divided into basic and configuration scripts.
The basic scripts are part of the package available in the app store. They include:
- MVC components (page layouts, controllers, models).
- Synchronization modules (data import and export, file import, etc.).
- Client classes for web services.
- Client classes for accessing native plug-ins.
The app downloads the configuration files during the synchronization to the Creatio application server and then saves them to the local file system. The configuration files include the manifest of Mobile Creatio, as well as section schemas and settings.
A manifest is a configuration object with properties that describe the structure (objects and their connections) of the Mobile Creatio. The manifest properties of Mobile Creatio consist of the following groups:
- Application interface properties (setting up the application sections, the main menu, and custom images).
- Data and business logic properties (the description of imported data and the custom business logic for processing such data in the Mobile Creatio).
- Application synchronization properties (setting up synchronization parameters for data-syncing with the Creatio instance).
Learn more: Mobile app manifest basics.
The Approvals section of Mobile Creatio uses Flutter Framework.
Mobile Creatio operation schema
The Mobile Creatio available in app stores is a set of modules required for synchronizing with Creatio servers. The working principles of Creatio Mobile are shown in the figure below.
Each product and each instance may contain an independent collection of settings for Mobile Creatio, custom business logic, and custom visual interface. A Mobile Creatio user must first install the app and then synchronize it with the Creatio instance.
Mobile Creatio compatibility with Creatio products
Mobile Creatio is part of the Creatio platform. The Mobile Creatio is available to the users of the Creatio version 7.15 and later. Portal users cannot use the Mobile Creatio.
After the installation, the user specifies the connection parameter for a specific Creatio server. The app then imports data (app structure, system data, etc.) and regular data. Such an architecture makes the Mobile Creatio compatible with all Creatio products.
Mobile Creatio installation options
Mobile Creatio is available on:
- App Store – for iPhone and iPad running iOS version 13 and higher.
- Google Play - for mobile devices running Android version 7 and higher.
See also
Mobile app (user documentation)
Mobile app setup (user documentation)
Resources
Apache Cordova (Wikipedia)
Platform Support (official Apache Cordova documentation)