About Offline for Activity
When you ware working in locations without internet access you can still create Activity records that are saved locally on your device. You will need to be uploaded the records into MetaField once internet connection has been restored. Below are instructions for working in offline mode. The offline features for Activity where built to use your internet browser to store information for use offline. Therefore it is important to know that if you clear your browser history or cache you will remove these offline files, including any Activity records that have not been uploaded to the server.
Saving Forms for Offline Use
The first step for using Activity offline is to download all the necessary forms to your device. You must have an internet connection to download forms.
The steps below must be performed on the device and using the browser on which you plan to use in the Field to capture your Activity records offline.
| Step | Description | Example |
|---|---|---|
| 1. | While you have an internet connection login to MetaField. From the main Field menu select Activity. |  |
| 2. | You should see one or more Activity Groups (blue bars).
Clearing Internet History Clearing your internet history will clear the form from offline use.
|  |
Saving Projects to Use Offline
Similar to saving Forms for offline use, you will need to save the projects that you want to work with when creating Activity records. This will need to be done while you have a internet connection.
Creating Offline Activity Records
When there is no connection, Activity will load in Offline mode. If you have downloaded or opened any forms they will be loaded for usage when you are Offline.
When you open the main Activity screen, it will look very similar to when you are online. To complete a Form you need to choose a Group first and then the desired Form. Fill in the Form as normal.
After saving the record, it will be stored in your browser’s storage on your device. You will be navigated to a page that confirms that your Activity has saved.
Back Button
Back button will navigate you back to the page with Groups and Forms.
Related Forms
If your Form has a Related Form Setting, after saving your record Offline you’ll get a link to complete the Related Form.
If the related form is missing from the local cache, you’ll get a message in after saving the original form.
Browse Offline Records
To browse local form records select the Offline Records button in the main activity page. After you select this button you will be navigated to the page with all locally saved forms.
When there are records saved locally, on top of the activity screen will have a warning with the count of the Offline records. Tapping on the warning will navigate to the Offline Records page.
Offline records page is available both in Online and Offline mode. The page contains all forms saved in the browser’s store. Sorted in alphabetical order, from oldest to newest record.
You can use the search field to quick filtering by form name.
Tapping on any record will bring a dialog with available action for the selected form record.
You can use Edit option to make changes to the locally saved form, or to upload the form record to the server. Editing and saving a local form is just the same as normal filling.
Upload option will be available only when there is connection to the server.
To dismiss the popup tab anywhere outside it.
Uploading form records
You can use the Upload action once you get online.
This will upload the form record to the server, and assign an activity number to it.
Note: The Activity record will be uploaded to the Project, for which it was initially created, no matter which Project is currently selected.
Alternative way of saving Form records to the server is by editing a local form in Online Mode.
When you choose edit for an Offline record, after saving it will be uploaded and you’ll be navigated to the normal saved summary page:
Project selection
Project selection in Offline mode is available from Activity. Tapping ot search button will bring you to the search project page
List of all cached projects will be listed. Select the desired project by tapping, after that you’ll be navigated to the main Activity page. You’re ready to create Forms for the newly selected Project.
Project Information
Second module available for Offline usage is the Project Information page.
Remove button will delete the Project from the browser’s storage. After that it will not be available for Offline usage and you need to cache that Project again while Online.
Caching Projects
When online navigate to Project Information page.
Search for a project.
Select a project to add it to the browser’s storage.
Back to the list with Projects, your last selection should be on now available on the list.