There are two modes available for the mobile application in bpm’online: “online” and “offline”. You can select the preferable mode in the “Mobile application operation mode” system setting.
Note
Only that data for which the user is granted an access rights will be displayed on the user's device regardless of working mode.
If you select the “online” mode, the synchronization with the main application will take place continuously at both directions. For example, if the user adds a task using mobile application, this task will be displayed in the main application at once and vice versa.
Note
To work properly in the “online” mode, the user should have an Internet connection to bpm’online server.
In the process of using the “offline” mode, the mobile application user should synchronize periodically with the main application to save the changes made using the mobile device on bpm’online server.
1.Open the [Settings] section of the mobile application.
2.On the opened page, click the [Synchronization] button.
As a result, the data from the main application will be displayed in the mobile application and the main application will display the records that were created using the mobile application.
The synchronization itself is an operation of writing data to the database of the primary application. This means that latest changes will always be saved. If the same object was modified in the primary application first and then in the mobile app, then the changes made in the mobile app will override changes in the primary application (changes made in the mobile app will be saved). If changes in the primary application are made during the synchronization or after the synchronization, then the changes made in the primary application will be saved.
Synchronization with the main application is performed by the OData protocol using the server logic after the synchronization.
For example, there is a business process setup in the main application according to which if the opportunity moves to the next stage, an activity is generated in the system. Therefore, when the opportunity moves to such stage, the mobile application synchronization with the main application will be performed. According to the logic, an activity will be created within the main application and after that it will be displayed in the mobile application of the user.
The user who works in the “online” mode will not be able to notice this specifics. The user who works in the “offline” mode is required to perform synchronization for the activity to be displayed.