- 31 Jan 2022
- 3 Minutes to read
Mobile App Setup
- Updated on 31 Jan 2022
- 3 Minutes to read
The Decisions Mobile App empowers users to conveniently access the platform from mobile devices to complete Assignments, Forms, and Workflows designated for mobile access. In addition, the app supports use of Offline Forms for those needing to submit information on the go.
Once logged in and connected to their Decisions server, Flows in the Workflow Catalog folder found under System > Workflow Catalog with the Show On Mobile and Can Run Offline checkboxes enabled are accessible. These settings control whether or not the Flows appear on the Mobile app when the mobile device connects to the Decisions Server.
Mobile App Supported Layouts and Controls
The following represents a list of features that are currently supported by the Mobile App.
- Grid Layout
- Horizontal Stack
- Vertical Stack
The following represents a list of features not presently supported by the Mobile App.
- No Branding
- No Push Notifications
- No SAML auth
- No File/Media Picker
Mobile App Setup
- Search for the app in the App Store for iOS devices or in the Google Play Store. Download the app.
- On install, users may create an Account or login on a Default Server without configuring a server URL. In practice, most users will have and use the server configuration option to direct the app to their organization’s Decisions backend.
- Next, enter valid login credentials that have access to the Decisions Server or create a login.
Mobile App Context Menus
Once logged in, the app displays the Flows in the Catalog that have been configured to run on the mobile app. Below is an overview of the mobile app interface.
|Settings||Contains the Server URL the mobile app is connected to and displays the logged-in user|
|Submissions||Displays the Forms that have been complete/submitted|
|Workflows||Displays all Catalog Item Flows that have been configured to run on Mobile|
|Portal||A mobile Decisions Portal that displays the Folders that contain the Catalog Item Flows and the Assignment Inbox|
|Assignments||Displays current assignments that are waiting to be completed|
Offline Forms and Submissions
Through the use of Offline Forms, users are provided the flexibility of being able to use Decisions Forms outside of the typical browser-based environment.
This could be advantageous for a user that is conducting fieldwork or completing a physical task such as vehicle inspection. In the case of inspection, a user may conduct and submit multiple single inspections; upon reconnection, the Pending Submissions will then sync up and finish submission. These pending Form submissions can be viewed by navigating to the Submissions tab within the Workflows page.
To utilize a preconfigured Offline Form:
- From the Decisions Mobile App, select the desired Form from the Workflows page.
- Fill out then Submit the Form.
After submitting the Form, navigate to the Submissions page to verify that the Form is in the Form submissions list in the Pending state.
Reconnect to an internet source and verify that the Form successfully synced/submitted by waiting for the Form Submitted notification.
Offline Form Limitations
When connectivity to the mobile app becomes disconnected, the Workflows tab reloads to show only those Workflows which are marked for mobile and offline. These will present an offline Form with the following limitations:
These limitations stem from not being able to run the Flow or access the Form Service while offline, which prevent the app from knowing how any steps preceding the first or in between subsequent Forms.
When the application loads, it will download all the Workflow Catalog items that are marked for mobile. It will also download and store all the Workflow items that are marked for mobile and offline. When a user runs a Workflow, the application determines if it’s a Flow to run or a URL. For a URL-type Workflow, the app will attempt to load in a web view. On a Workflow tab, the user can select the top menu to view pending offline Form submissions and when connectivity is restored, the user will receive success or failure notifications from each submission.
The Assignments view fetches the user’s Decisions assignments and displays them in a list. Selecting an Assignment shows a summary of the Assignment in a built-in Android / iOS view. Selecting the “Work Assignment” button loads the assigned Form in a web view where that Assignment can be completed.