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Advanced Configuration

Mobile App Configuration

Covers the steps to enable a form for use in the mobile app and how to configure the specific record list display for mobile devices.

Modules can be enabled for mobile devices, with a configurable record list for the app.

Enabling a module for the mobile app

For the module to appear in the mobile app, at least one form in that module must be enabled for mobile. This is done via the MOBILE tab in the advanced form editor. Tick the box for Enable this form for mobile app

Additional settings for form behaviour on mobile app

Performance

  • By default, 200 records are loaded on initialisation of the form. This number can be edited, with higher numbers increasing load time and local storage consumption.
  • Alternatively, you may tick Load all records (e.g. for a bounded list of records where the full set should be available when offline - like SWMS)
  • You must also choose between loading the defined number of records at login time (ensures availability when offline), or only at module opening ('initialise on record list load') for better overall performance.
  • Note: even if the form is not enabled for mobile but is used to populate a dashboard widget, its data will be synced to mobile as required by the widget. Furthermore, if dashboard export is enabled for the form (DASHBOARD tab), then all fields will be synced to mobile unless a specific subset of allowed exportable fields are configured.

Record list appearance on mobile app

  • Up to four fields can be set for display in the list of records on mobile

Limitations

  • For any records where the READERS field is populated, this record will not sync to the mobile app, even for users named in the READERS field. The only exception to this is to Enable export of records secured with READERS fields in the DASHBOARD tab. However, this compromises the strict security of the READERS field, possibly enabling other users to access the record data, e.g. via a dashboard widget on both web and mobile.

Version: 1

Search Configuration

Explains how to configure the search functionality for a module by selecting which fields from the form should be included in search results.

Access Control

Details the configuration of access permissions for forms, covering general settings, advancing workflow, record readability at different workflow steps, and section-level access for user groups.

On this page

Enabling a module for the mobile appAdditional settings for form behaviour on mobile appPerformanceRecord list appearance on mobile appLimitations