Overview

For situations where SmartIQ forms are required in an Offline capacity, SmartIQ Offline Apps can be used to sync forms and data to a handheld device, for offline use.

SmartIQ Offline Apps can be installed on Windows, iOS and Android to handle offline functionality. After an initial synchronisation, to get both formss and data objects, these devices can be used to capture, validate and store data on the local device pending future re-synchronisation with the target instance to trigger document generation or Actions.

Not all features are available on the devices (such as Custom Questions) and it's important to design your form with the target device in mind.

It's also important to understand that operations such as workflow, actions and document generation are not available in offline mode. When a user completes a form whilst offline, SmartIQ encrypts their answers and saves them to disc. When the app is next online, SmartIQ synchronizes with the server where workflow/actions/generation will occur.

In addition, the display of some question elements in forms on the Offline Apps may not be identical to SmartIQ in a browser. The upload question is one example of a different display, and there are others.

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Installing SmartIQ Offline Apps

Please contact your sales representative if you are interested in the Offline Apps.

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Note

The features will be as close to the web application as possible, however, sometimes the conventions of the app platform will be followed. For example: In the tool a drop-down menu will take you to edit or delete options, but in mobile you will see an edit pencil and an “X” instead. We call these differences out when possible, but if you are familiar with your mobile platform this should be clear.

Supported OS

• Windows 10 - version 1803
• iOS 12+
• Android 8+

SmartIQ Android apk file can be made available separately for testing purposes and is not part of standard SmartIQ setup. However, resigning the app is required per client.

If you are using a mobile app and receive the following error “mobile app module license not found”, please check the following:

• Verify that the version of the SmartIQ Offline App matches the server version.
• Verify that you are licensed to use the mobile app on this particular server.

If the above two are correct, then ensure that the user that you are logging in with is in the "Mobile app group".

User language and culture can be applied to the mobile app

A user's language and culture (set from user profile in Manage) is applied to the mobile app.

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Note

This is only applied once you sync and then re-open the app.

To change settings, refer to Time zone, culture, and language settings.

Offline App Feature Support

Core Feature Support

If a project contains unsupported item, ‘N’ indicates it will not appear on the listing of available projects on the device.

Minor Feature Support

A project will still appear on the device but might appear differently.

Workflow-dependent Feature Support

A project which makes use of the Approvals or Draft Editor functionality can be used on the offline apps, but feature-specific workflow states will not be synced to devices. The apps can therefore launch such a project, or interact with basic states (sequential or parallel) in the workflow, but cannot view or submit tasks in the Approval or Draft Editor states.