Offline Tasks

1. Press My Tasks in the Forms inbox in the menu on the left. The menu is accessed by swiping right on the navigation bar at the top of the app on a touchscreen device. Alternately, press the back button until you see the menu button in the top left.
2. All tasks will be listed under Open and can be sorted using the Sort button by the date they were assigned or completed, the due date, priority (urgent, high, medium), the user who started the process, the process name, or the team the process is assigned to. Swipe left or right on (or right-click if using a mouse) the task you want to save offline. To select multiple tasks, press Select in the app bar, then select the checkbox next to each one. You can search for a task by pressing the search button in the top right.
3. In the app bar at the bottom, press Save Offline Copy.

Note: If an offline task is outdated (i.e., its online task was completed), you will have the option to keep or remove the outdated offline task under Settings.

If the Sync option under Settings is enabled, tasks and processes will be automatically synced to their offline/online counterparts once the user signs into the Laserfiche Forms server. To manually sync the tasks and processes

1. Press Tasks under Offline Copies, and make sure the Inbox tab is selected.
2. Press the Sync button in the app bar at the bottom . All tasks and processes will be synced. To sync a single task or process, swipe left or right on (or right-click if using a mouse) and select Sync.
3. If there is a conflict, for example, both the online and offline draft has been modified, the user will be presented with an option to use the offline copy, online copy, or not sync the drafts and keep both copies.

Note: Task drafts are appended with the word Draft. Everything else is a form draft.

Note: The option to sync tasks is only available when connected to a Laserfiche Forms Server 10.1 or later.

1. Press Tasks under Offline Copies in the menu on the left. The menu is accessed by swiping right on the navigation bar at the top of the app on a touchscreen device. Alternately, press the back button until you see the menu button in the top left.
2. The offline tasks will be listed under Inbox and can be categorized using the Sort button at the top right by the date they were assigned or completed, the due date, priority (urgent, high, medium), the user who started the process, the process name, the team the process is assigned to, or the Forms server.
3. Press a task you want to complete or view more information about. If you save the task, it will be saved under Drafts. If you complete the task, it will be sent to the Outbox in preparation for automatic upload. Once you connect the device to Wi-Fi or cellular data, and re-sign into the Forms server via the app, the submitted tasks will be uploaded automatically.
4. If the task has a form field that has been configured as a lookup field, the lookup table for that field will be downloaded and available when the task is saved offline. Pressing in the field will display the available values. Selecting or typing a value will auto-populate the appropriate form fields.

   

   Note: Offline lookup tables are updated each time the app signs in to the appropriate Forms server. To manually update the table, swipe left or right on (or right-click if using a mouse) the task and select Update related lookup tables. Offline table data can be managed under Settings.

5. Close the task by pressing the X at the top.

   Note: You can also access offline tasks by pressing Offline mode on the Laserfiche app home page.

   Note: If Upload using Wi-Fi only is turned on, the device must be connected to a Wi-Fi network to automatically upload offline tasks. Additionally, the app must be signed in to the task's original Forms server for it to be uploaded successfully. Offline tasks in the upload queue will not be automatically uploaded using cellular data. Users still have the option to manually select and upload tasks using cellular data, even if this option is selected.

1. Press Tasks under Offline Copies from the menu on the left. The menu is accessed by swiping right on the navigation bar at the top of the app on a touchscreen device. Alternately, press the back button until you see the menu button in the top left.
2. Press Drafts to access the offline tasks that have been saved as drafts. Tasks that have been saved as drafts will have the word "Draft" next to them. The other items listed are offline form drafts.

   

3. Press the Sort button at the top right to sort the submissions by their server or when they were last modified.
4. Press a draft to view or complete it. Press the appropriate button to complete the task. Once you connect the device to Wi-Fi or cellular data, and re-sign into the Laserfiche Forms server via the app, the completed task will be uploaded automatically.

   Note: Offline lookup tables are available when completing task drafts.

   Note: Certain JavaScript in an offline task draft submission will not work. See KB 1013847 for more information.

If the Sync option under Settings is enabled, task drafts saved online will automatically be synced to their offline counterparts. They will also be synced online/offline if you sign out and back in to the Laserfiche Forms server. To manually sync the drafts

1. Press Tasks under Offline Copies, then Drafts from the Forms section in the menu on the left.
2. Press the Sync button in the app bar at the bottom . All drafts will be synced. To sync a single draft, swipe left or right on (or right-click if using a mouse) and select Sync.
3. If there is a conflict, for example, both the online and offline draft has been modified, the user will be presented with an option to use the offline copy, online copy, or not sync the drafts and keep both copies.

Note: Task drafts are appended with the word Draft. Everything else is a form draft.

1. Press Tasks under Offline Copies from the menu on the left. The menu is accessed by swiping right on the navigation bar at the top of the app on a touchscreen device. Alternately, press the back button until you see the menu button in the top left.
2. Press Outbox to access the offline tasks that have been submitted and are waiting to be automatically uploaded.
3. Press the Sort button at the top right to sort the submissions by their server or when they were last modified.
4. Press a submitted task to view it. Once you connect the device to Wi-Fi or cellular data, and re-sign into the Laserfiche Forms server via the app, the completed task will be uploaded automatically.

Note: If an offline lookup table's online version changes, the values in the offline table will be submitted, not the updated online values. The app will not automatically update the offline lookup table's values.

Note: If JavaScript in an offline task draft submission does not work, see KB article 1013847.

1. Follow the instructions above to view the offline form submissions.
2. Press Select in the app bar in the bottom right corner, then select the checkboxes next to the submissions you want to remove.
3. In the app bar at the bottom, press Discard. Alternatively, right click the selection(s) and press Discard.

Tasks that have been submitted to the upload queue will be listed under Outbox, and automatically uploaded once the device is connected to the Laserfiche Forms server via the app. If there are any upload issues, you can upload the task submission manually.

1. Follow the instructions above to view the offline form submissions.
2. Press Select in the app bar at the bottom right. Then select the checkbox(es) next to the submissions you want to upload.
3. In the app bar at the bottom, press Upload. Alternatively, right click the selection(s) and press Upload.

Note: You will only be able to upload a forms task to the Laserfiche Forms Server it was downloaded from.