Enabling offline work
To enable the offline feature, you must do these two things:
- At the global level, specify the offline settings, such as the automatic sync period, and the actions allowed on a record
- At the module level, specify the number of updates allowed to a record, and the list of states to which the record can't move when offline
Steps
- Log in to the Vymo web app.
- Click Customize > Global Settings > JSON Configurations.
-
Locate the
appConfig
object, and add anoffline_config
object to it, like the following code snippet. For an explanation of these parameters, seeappConfig.offlineConfig
. For help on how to add an object, see How to add a JSON object."offline_config": { "sync_period": 30, "work_offline": true, "manager_work_offline": true, "edit_allowed": true, "delete_allowed": false },
-
Click Customize > Module Settings, and click the Edit icon for the module for which offline work is to be enabled.
- Click JSON View, and locate the
moduleOfflineConfig
object. You specify two parameters here:updates_allowed
, which is the number of times a record in this module can be updatedrestricted_states
, which is a comma-separated list of states that a record in this module can't transition to when offline
-
Use the following code snippet to specify the module-level settings.
"module_offline_config": { "updates_allowed": 5, "restricted_states": "RESTRICTED_OFFLINE_UPDATE_GROUPS" },
-
Click Save. You see a message that the changes are now saved as a draft.
- In the message box, click Go To Release Management so that you can move the changes permanently to the live configuration.
- Click Create a UAT release. Specify the release details and make sure to enter your own email ID because that's where you receive a one-time password (OTP) to continue with the process. Click Proceed.
- Enter the OTP you received in the email, and click Submit. Wait for a while till you see a confirmation message saying the process is complete.
- To see the changes, log out and log in again.