How do I setup offline database in mobile

replied on August 30, 2017

Hi Mechelle,

From the Forms server, you need to "Add / remove offline lookup tables" in "Administration -> Datasource" to whitelist the tables to be used offline.

Then from mobile app, If a form or task contains lookup rules, the related db will be made offline with the form or task automatically.
Offline lookup tables are updated each time the app signs in to the appropriate Forms server. To manually update the table, swipe left on the task and select "Update related lookup tables". Unused offline table data can be managed under Settings.

Currently, we haven't provided ability to set up per user or group. Is that a requirement for your business? Let us know.

Thank you.

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replied on August 30, 2017

Julia,

Thanks for the instruction regarding where to find the setup for the offline database.

My thought regarding the ability to download an offline copy of the database was that we would want to control this by user or group, but access to the form would control who could download a local copy of the database, correct?

Use case: my HR demographic data (name, emp#, dept, location) is assigned to a team member form which is only accessible to managers and IT. Therefore, only those managers and IT staff with rights to the form would have an offline copy of the database.

But, what happens when a user has multiple forms that allow for an offline copy of the database to be available? Does that user have multiple databases loaded to the device? How are those managed on the device?

You mentioned managing unused offline database tables. I can see the 'clear unused lookup tables' option under settings. Does that remove the database from the device?

Apologize for the 20 questions but I'm trying to respond to requests regarding mobile security on the offline database information. Appreciate the assistance.

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replied on August 31, 2017

Hi Michelle,

No worries. These are good questions and thanks for the use case.

Yes, access to the form would control who could download a local copy of the database. The db will be downloaded when the form is being downloaded. Hence, limit the access for those forms can satisfy the needs to limit the access to download db.

'clear unused lookup tables' only removes the tables that's not currently being used by any offline form. if the table is still being used by an offline form, it won't be cleared.

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replied on September 1, 2017

To clarify the use of 'clear unused lookup tables' further, you mentioned that 'if the table is still being used by an offline form, it won't be cleared.' By this did you mean that until the form is removed from the device as an offline form, that the tables will reside on the device?

So a best practice for users would be:

Download the form as offline form (database table will be downloaded with it)

Use form in field

Upload form submission once back in office

Remove form as offline form from device

Clear unused lookup tables

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replied on September 14, 2017

I can't seem to find where to do this, " Forms server, you need to "Add / remove offline lookup tables" in "Administration -> Datasource" to whitelist the tables to be used offline."

If I go to my server/forms page, click my name, then Administration, then Datasource, I don't see anything about offline lookup tables. What I am doing wrong?

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replied on September 14, 2017 • Show version history

Alon,

You will want to select the actual data sources listed when you are in the Data Source section. Once you select one of the data sources, you can click on the Offline Lookup Tables tab and add/edit/remove offline lookup tables from there.

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replied on September 14, 2017

Thanks Kevin! Just to make this crystal clear for anyone else in the future...

This is on Froms 10.2.0.834

Click your name in the top right - Administration - Data Sources - Click the blue datasource name - Local Lookup Tables 'tab' - Add / remove local lookup tables button in the top right. **Remember to click Refresh when you are done, that seems to be a 'save' button

Laserfiche, for what it's worth your terminology on this config page is a little inconsistent and confusing. Perhaps this is fixed in a later version than I have, but "local lookup tables" doesn't translate intuitively to "offline". And the Refresh button really ought to be called Save.

Thanks!

Alon

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How do I setup offline database in mobile

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