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Empowering Offline Document Management

We have offline functonality (e.g. caching) available as an optional feature! In this section, we will walk you through the process of configuring cache limits and applying filters to enhance your offline experience. By following these steps, you can efficiently control the number of documents stored offline and fine-tune the filtering options to ensure the right documents are readily available. Let's get started!

The offline functionality is appearing on three locations within the application:

  1. Document Definition, General tab (setup section)
  2. Document Definition, Workflow tab (setup section)
  3. Mobile, User Profile (end user section)

Document Definition - General

Step 1

On the Offline Cache Limit field within the "document definition" section, you can easily configure the offline cache limit to determine the maximum number of documents available for offline access. Follow these steps:

  • Navigate to the "General" tab within the document definition interface.
  • Locate the "Offline Cache Limit" field within the "General" tab. This is where you can specify the maximum number of documents to store for offline access.
  • Enter a numeric value in the "Offline Cache Limit" field that reflects your desired number of documents to be stored offline.
  • The "Document Identifier" field is used to identify offline documents.
  • Once you've entered the desired cache limit, save the changes to confirm your selection.

Now you have successfully configured the offline cache limit within the document definition, allowing you to control the number of documents available for offline access.

Step 2

Applying Filters for Offline Cache To further refine your offline document selection, you can apply filters within the "General" tab of the document definition. Follow these steps to set up the offline cache filter:

  • In the "General" tab of the document definition, locate the "Offline Cache Filter" text field.
  • Enter the desired filter criteria into the "Offline Cache Filter" text field. A filter is written using a BizzStream expression. E.g. user = {{USER["name"]}} AND price > 10

Consider the type of documents you want to include in the offline cache and define the filter criteria accordingly. This will ensure that only relevant documents are available for offline access.

Once you have entered the filter criteria, save the changes to apply the filter to the offline cache.

Now you applied a filter to the offline cache, allowing you to customize the selection of documents available for offline access within the document definition.

Conclusion

In this tutorial, we explored the steps to configure cache limits and apply filters for your offline document management within the document definition. By setting the offline cache limit, you can control the number of documents available offline. Additionally, by leveraging the "Offline Cache Filter" text field, you can fine-tune the selection of documents to ensure that only the most relevant ones are included. Take advantage of these features to optimize your offline document management experience.

Document Definition - Workflow

Again, within the Document Definition there is a tab for the workflow. On this tab there are workflow-circles you can (double-) click on. The details on a workflow item have some fields. One of the fields is the checkbox Available offline. By default the checkbox is not set. Be carefull to toggle it. And test it in a solid and complete way.

Mobile, User Profile

On the mobile app, you are able to switch off the cache. The end users default is on. In special occassions the cache can be switched off. You can find the checkbox in the users profile page.