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Learning about guidelines for designing offline-enabled mobile apps

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Ensure that your app operates reliably, regardless of the connection status, by adhering to the guidelines for designing offline-enabled mobile apps.

Some users might need to work with their mobile apps even if the connection to the server is unreliable or the network is not always available. With Pega Platform, you can configure your application for use on mobile devices without a network connection.

    Create an offline-ready flow in your application:

  • Rely on the functionality that App Studio provides, and do not implement custom code.

  • Ensure that you use only the following case objects:

    • Cases that are in the worklist
    • Cases that you add to the offline-supported case type configuration
    If the application contains cases that are not offline-enabled, the offline-enabled mobile app can process them only when the device is online.
  • Identify a stage that contains the steps that a user can take offline, and apply the following guidelines:

    • When multiple users need to perform the same offline task, you can create a child case to allow the users to perform the task independently.
    • You cannot place activities and smart shapes in the offline stage. However, you can place remote system updates and notifications at the end of the offline stage.
    • You must configure reconciliation to handle conflicts and issues that you anticipate. Reconciliation must happen after the offline stage.
    In every offline-enabled case type, configure a work queue for synchronization issues. In an event of an issue, a new case is created in that queue that contains the original assignment data.
  • Use available features only, for example, offline-supported flow processing features, controls, and actions.

    For more information, see Understanding offline features.

  • Remember that any rules that work in offline-enabled apps do not support parameters.

  • Configure data pages to store application data:

  • Store data in data pages, and do not use clipboard pages instead.

  • Optional:

    To improve performance or work with data pages that are relatively large, use large data pages.

    When you use large data pages, only the records that you modify synchronize with the server.

  • Configure worklists to display operator assignments:

  • Use the D_pyUserWorkList data page in the latest UI-Kit rule as a template.

    The D_pyUserWorkList rule is preconfigured for use in offline-enabled apps. When you use this rule, assignments are available offline.

    You can point D_pyUserWorkList to a work queue instead of a worklist. You must then configure conflict resolution for the case, for situations when two users work on the same case offline.

  • Understanding flow processing in offline mode

    With correctly configured flows that create cases, users can complete assignments, even when an offline-enabled mobile app is not connected to a network. With the following guidelines, you can ensure that your offline-enabled mobile app operates reliably.

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