Enabling offline support for cases

You can work on assignments and create cases while your device is offline. By enabling offline support for a case type, you allow case workers to move cases closer to resolution while your application is disconnected from the network.

Before you begin: Use an optimistic locking strategy for your case type, because this strategy allows more than one user to work on a case at the same time. For more information, see Managing concurrent access to a case.
  1. In the navigation panel of Dev Studio, click Case types, and then click the case type that you want to open.
  2. On the Settings tab, click General.
  3. Select the Enable offline check box to enable offline work on assignments and cases.
  4. Optional: Enable offline packaging optimization during synchronization.
  5. Optional: In the Sync issues work basket field, specify where a work item should be routed if a synchronization problem occurs.
  6. In the Additional Cases Data Page field, select a data page that contains a list of IDs for cases to be stored for offline use.

    The additional cases data page is only used when defining a case type with the offline capability enabled. The actual cases to be packaged are taken from the pzInsKey property on the data page. The data page itself must already be defined in Case Designer and is only visible when the case has been enabled as offline.

  7. Optional: Disable server side post-processing of a flow action or a question smart shape.
  8. Optional: Enable offline case attachment support.
  9. Optional: Enable the display of tracks of users assigned to the case on the Map control:
    1. Select Enable geolocation tracking.
    2. Select Enable constant tracking.
  10. Click Save.

At run time, each case that you create or assignment that you complete is saved to a queue that is synchronized when a network connection is restored. Processing other steps in a case, such as subprocesses or smart shapes, is not supported in offline mode.