Understand Offline Access
As a connection to the cloud is required for the following functions, offline access will not be available if your form has:
- A formula field whose expression contains other fields. For example, when the Total Price field is calculated by multiplying the input of the No. Of Units field and the Price per Unit field.
- An integration field that connects Creator to another service within Zoho like Zoho Projects, Zoho CRM, or outside of Zoho like Salesforce, Quickbooks.
- A workflow that triggers actions before form submission, i.e., field rules, load of the form, user input of a field.
Flow of Offline Access
- User submits data through the offline-capable forms cached in their mobile app
- User can view all offline entries at a glance, edit, and delete them
- When the user goes online, the mobile app will auto-submit all offline entries
- Each entry will be subjected to its Form Properties, such as Allow one entry per user, Disable form after a certain number of entries
- The data in each field will be subjected to its Field Properties, such as Mandatory, No Duplicate Values
- Form workflows that are set to execute actions after data is submitted will be triggered for each record
- If any entries fail (owing to form-level or field-level validations), the user can see why they failed and either correct and resubmit them, or delete them
Things to Know
- As a connection to the cloud is required for field properties — such as Mandatory and No duplicate values — will not be validated when a user submits your form, but rather during the auto-submission of records when the user's device is back online
- All cached data — the forms and offline entries — will be deleted when a user signs out from their mobile app
- Capturing Added Location during offline form submission is supported
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